Hi, as for $ADBE, I think we all have it clear — an incredibly cheap stock with great numbers confirming that the AI business is strengthening. The biggest gem in the market and, in my opinion, a clear buy. Another value is in $NVO, although it's unpredictable there. Then $FTNT — valuation-wise the best in the sector, which has unique traits that allow it to outperform the... Read more
European stocks in my portfolio — why I prefer the USA
In the long term I don’t trust most European stocks due to weak economic growth, strict regulation, and lower upside compared with the USA. Therefore, in my dollar portfolio I focus mainly on American stocks, where I see better returns and more opportunities to benefit from innovation.
Today, after the drop (around -1.8% to... Read more
If Trump attacks Greenland, assets owned by Europeans in the US could theoretically be frozen. Similar to what’s happening now with assets in Russia. That would be pretty brutal, wouldn't it?
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.
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Micron’s $100 Billion Megafab Bet Raises the Real Question: When Does Capital Turn Into Earnings?
Hi, as for $ADBE, I think we all have it clear — an incredibly cheap stock with great numbers confirming that the AI business is strengthening. The biggest gem in the market and, in my opinion, a clear buy. Another value is in $NVO, although it's unpredictable there. Then $FTNT — valuation-wise the best in the sector, which has unique traits that allow it to outperform the...
Read more
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I was once sitting on a nice profit in $RACE, but now I’m at a loss. Ferrari isn’t having it easy right now, but it’s a great company.
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DAX’s Early Surge: Germany’s Market Outpaces Peers
European stocks in my portfolio — why I prefer the USA
In the long term I don’t trust most European stocks due to weak economic growth, strict regulation, and lower upside compared with the USA. Therefore, in my dollar portfolio I focus mainly on American stocks, where I see better returns and more opportunities to benefit from innovation.
Today, after the drop (around -1.8% to...
Read more
Zobrazit další komentáře
If Trump attacks Greenland, assets owned by Europeans in the US could theoretically be frozen. Similar to what’s happening now with assets in Russia. That would be pretty brutal, wouldn't it?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Analysts See Up to 55% Upside as Wall Street Reprices a Quiet Digital Infrastructure Business
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Beware of These 3 Overpriced Financial Stocks on the NYSE
Bulios Black
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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
Zobrazit další komentáře
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.
Recycling Is Moving Back Into Focus as a Potential Source of Market-Beating Returns in 2026
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Top 3 ETFs for 2026: Sectors Beyond Tech Set for a Breakout
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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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Merck’s Potential $30 Billion Deal Would Be a Decade-Defining Bet on the Next Wave of Oncology
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Markets in Flux: Inflation Surges Stir New Waves of Uncertainty
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Bank of America Sees a Nearly 30% Upside as Profitability, Not Sentiment, Starts to Drive the Stock
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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.