What would you tell someone who wants to be invested in the semiconductor sector right now but isn't yet?
Personally, I feel the sector is very strong in the long term thanks to AI, data-center chips, and the overall trend of increasing digitization. At the same time, it seems to me that many stocks are already highly valued, and entering at this stage can be risky without a... Read more
You kind of answered yourself :) Before investing in any stock, you should have a strategy, and the best approach is probably to hold quality companies as long as they remain quality. If it's a company in a cyclical sector, downturns repeat every few years and patience can pay off. However, the cycle can also last several more years and you might miss out on decent returns. In any case, I'd probably recommend ETFs instead.
Novo Nordisk $NVO– My largest equity position and why I hold it
Novo Nordisk ($NVO) is my largest equity position, making up 11.5% of the portfolio value with an unrealized gain of 31.29%. As a leader in diabetes and obesity treatment (e.g., Ozempic and Wegovy) it’s on an upward trend – it rose 9.12% on January 16, 2026, closing at $62.33. I plan to hold it long term because of... Read more
For me, holding with a trailing stop loss makes sense. The trend is strong and fundamentals still support the story. I’d consider a partial sell only for portfolio rebalancing, not because the NVO thesis is breaking. Competition and regulation are real risks, but that’s fairly standard in this sector.
Tariffs as a new pillar of U.S. economic policy are starting to show up in hard numbers. According to data from the U.S. Treasury, nearly $28 billion flowed into federal coffers from tariffs in December, bringing the total for 2025 to a historic record of over $264 billion...
That's more than three times the amount in 2024 and clear evidence of how fundamentally trade flows have... Read more
Tariffs are clearly reshaping trade flows and boosting revenues, but the data show diminishing marginal impact over time. Markets and companies are already adapting, which limits their long-term fiscal power. For investors, this looks more like a structural reallocator across sectors than a true macro game changer.
Hi, is anyone investing in $NEE, or in other energy companies? What do you think about $NEE and the energy sector?
Everyone's talking about AI and data centers, which have very high electricity consumption. Solar panels on the roofs of those centers will cover only single-digit percentages of their demand, and apart from one exception no one will build a nuclear power plant. So... Read more
I’m watching $NEE+1.8% and other energy names closely. The energy sector has strong structural demand, especially as electrification accelerates and data centers’ power needs grow. Renewable capacity will help, but it won’t fully cover future demand meaning grid operators and large-scale generators remain essential.
Shares of $SPOT have been declining in recent months and their performance over the past year isn't very strong. In my opinion the stock is still expensive and this is just a correction that will calm the price down a bit.
Do you think $SPOT shares are currently cheap, or was the valuation previously too high and are now just returning to a fair value?
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What would you tell someone who wants to be invested in the semiconductor sector right now but isn't yet?
Personally, I feel the sector is very strong in the long term thanks to AI, data-center chips, and the overall trend of increasing digitization. At the same time, it seems to me that many stocks are already highly valued, and entering at this stage can be risky without a...
Read more
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You kind of answered yourself :) Before investing in any stock, you should have a strategy, and the best approach is probably to hold quality companies as long as they remain quality. If it's a company in a cyclical sector, downturns repeat every few years and patience can pay off. However, the cycle can also last several more years and you might miss out on decent returns. In any case, I'd probably recommend ETFs instead.
Novo Nordisk $NVO – My largest equity position and why I hold it
Novo Nordisk ($NVO) is my largest equity position, making up 11.5% of the portfolio value with an unrealized gain of 31.29%. As a leader in diabetes and obesity treatment (e.g., Ozempic and Wegovy) it’s on an upward trend – it rose 9.12% on January 16, 2026, closing at $62.33. I plan to hold it long term because of...
Read more
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
For me, holding with a trailing stop loss makes sense. The trend is strong and fundamentals still support the story. I’d consider a partial sell only for portfolio rebalancing, not because the NVO thesis is breaking. Competition and regulation are real risks, but that’s fairly standard in this sector.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
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Hi, which stocks are you currently watching, and which do you think are fairly priced or undervalued? I'm still drawn to Google $GOOG!
Thanks and take care.
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$GOOG is no longer an optimal investment and appears overvalued, in contrast, $NFLX currently presents a more attractive opportunity.
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This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Tariffs as a new pillar of U.S. economic policy are starting to show up in hard numbers. According to data from the U.S. Treasury, nearly $28 billion flowed into federal coffers from tariffs in December, bringing the total for 2025 to a historic record of over $264 billion...
That's more than three times the amount in 2024 and clear evidence of how fundamentally trade flows have...
Read more
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Tariffs are clearly reshaping trade flows and boosting revenues, but the data show diminishing marginal impact over time. Markets and companies are already adapting, which limits their long-term fiscal power. For investors, this looks more like a structural reallocator across sectors than a true macro game changer.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Powering the Future: Four Energy Stocks Reshaping the Market
Hi, is anyone investing in $NEE, or in other energy companies? What do you think about $NEE and the energy sector?
Everyone's talking about AI and data centers, which have very high electricity consumption. Solar panels on the roofs of those centers will cover only single-digit percentages of their demand, and apart from one exception no one will build a nuclear power plant. So...
Read more
Zobrazit další komentáře
Bulios Black
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I’m watching $NEE+1.8% and other energy names closely. The energy sector has strong structural demand, especially as electrification accelerates and data centers’ power needs grow. Renewable capacity will help, but it won’t fully cover future demand meaning grid operators and large-scale generators remain essential.
Shares of $SPOT have been declining in recent months and their performance over the past year isn't very strong. In my opinion the stock is still expensive and this is just a correction that will calm the price down a bit.
Do you think $SPOT shares are currently cheap, or was the valuation previously too high and are now just returning to a fair value?
Zobrazit další komentáře
Bulios Black
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huge support from 534$-508$, if it holds i will be buying
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