📊 Tomorrow we have SoFi's results and I personally think the company will deliver strong numbers and show that the number of customers continues to grow. The stock is down year-to-date and sentiment isn't great, so we'll see if that changes tomorrow.
Update on my position in Amazon (AMZN) – Reasons to hold and key risks
I’d like to describe my position in $AMZN, which I entered a year ago at $211 per share. It now represents 2.2% of my portfolio, and the stock currently trades around $245.
Three main reasons why I consider AMZN a good investment:
1. Dominant position in e-commerce: Amazon continues to hold a significant share... Read more
ASML reported results that were excellent. The company is also gradually reducing its dependence on China, which makes me happy. The shares are up 9% in after-hours trading, and it’s quite possible that, thanks to positive sentiment, they could reach $2,000 within a few weeks.
Do you have $ASML in your portfolio? Do you think the stock could reach $2,500 this year?
I note that a 143% quarter‑over‑quarter increase in orders is extreme. Demand is clearly real, and I see having money in chipmakers now as a safe bet over the next three years.
Update on my Chevron (CVX) position — Reasons for holding and key risks
I'd like to share an update on my position in Chevron Corporation $CVX, which currently represents 4.2% of my total portfolio. The target price is set at approximately $187, offering potential capital appreciation along with an attractive dividend yield (historically around 4%).
For me $CVX isn't attractive for growth or dividends, but it's a good stock for conservative and dividend investors. I'm very interested to see whether the business will be affected by the situation in Venezuela.
Shares of $CRM have fallen by more than 30% over the past year, and many investors see this as an interesting opportunity. I also personally think the current valuation is attractive, but the question remains whether these companies can recover in the long term or whether AI will gradually replace them.
What do you think — does $CRM have a chance to make a comeback, or has AI... Read more
I had it on my watchlist for about half a year, but I decided not to open a position for one reason — I didn’t like the momentum, which later proved to be true. From a longer-term perspective, though, that momentum doesn’t play a role. It’s not that important whether analysts suspect something or not — their predictions create momentum, and that determines the direction and momentum of the stock price in the short term.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Microsoft $MSFT is down about 6–7% after earnings. Will you be buying more?
...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.
This offer can’t be refused (... and maybe it never will). So I’ll buy a little more :)
📊 Tomorrow we have SoFi's results and I personally think the company will deliver strong numbers and show that the number of customers continues to grow. The stock is down year-to-date and sentiment isn't great, so we'll see if that changes tomorrow.
What do you expect from the results of $SOFI?
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
I believed in the upside, but after today's Microsoft I'm not so sure anymore.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
A 20% runway ahead: why enterprise AI is only entering its real growth phase
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Healthcare’s Great Unwind: U.S. Health Stocks Reset the Sector’s Expectations
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Update on my position in Amazon (AMZN) – Reasons to hold and key risks
I’d like to describe my position in $AMZN, which I entered a year ago at $211 per share. It now represents 2.2% of my portfolio, and the stock currently trades around $245.
Three main reasons why I consider AMZN a good investment:
1. Dominant position in e-commerce: Amazon continues to hold a significant share...
Read more
Zobrazit další komentáře
Amazon is 18% of my portfolio. I expect it will grow again :-)
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
When Fintech Becomes a Cash Machine: Can High Margins Survive the Next Distribution Shift?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Why Chip Stocks Are Pushing Valuations Into Uncharted Territory
ASML reported results that were excellent. The company is also gradually reducing its dependence on China, which makes me happy. The shares are up 9% in after-hours trading, and it’s quite possible that, thanks to positive sentiment, they could reach $2,000 within a few weeks.
Do you have $ASML in your portfolio? Do you think the stock could reach $2,500 this year?
Zobrazit další komentáře
I note that a 143% quarter‑over‑quarter increase in orders is extreme. Demand is clearly real, and I see having money in chipmakers now as a safe bet over the next three years.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
A 348% Run by 2030? AMD’s High-Conviction Bet on AI Infrastructure Raises the Bar
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Trump’s Credit Card Rate Cap Sparks Market Shock: Are Card Issuers at Risk?
Hello everyone,
I'd be interested to hear your opinion on the stock $HRZN. Does anyone have it in their portfolio?
Thank you in advance.
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
I don't know the company at all, but it seems to me like a worse version of $SOFI. Do you have its shares in your portfolio?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Hello everyone,
I’d be interested in your opinion on the stock $HRZN. Does anyone have it in their portfolio?
Thanks in advance.
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
I don't know the company at all, but it comes across to me as a worse version of $SOFI. Do you have any of their shares in your portfolio?
Update on my Chevron (CVX) position — Reasons for holding and key risks
I'd like to share an update on my position in Chevron Corporation $CVX, which currently represents 4.2% of my total portfolio. The target price is set at approximately $187, offering potential capital appreciation along with an attractive dividend yield (historically around 4%).
Three main reasons I continue...
Read more
Zobrazit další komentáře
For me $CVX isn't attractive for growth or dividends, but it's a good stock for conservative and dividend investors. I'm very interested to see whether the business will be affected by the situation in Venezuela.
Shares of $CRM have fallen by more than 30% over the past year, and many investors see this as an interesting opportunity. I also personally think the current valuation is attractive, but the question remains whether these companies can recover in the long term or whether AI will gradually replace them.
What do you think — does $CRM have a chance to make a comeback, or has AI...
Read more
Zobrazit další komentáře
I had it on my watchlist for about half a year, but I decided not to open a position for one reason — I didn’t like the momentum, which later proved to be true. From a longer-term perspective, though, that momentum doesn’t play a role. It’s not that important whether analysts suspect something or not — their predictions create momentum, and that determines the direction and momentum of the stock price in the short term.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Affordable Urban Air Mobility Moves From Vision to Reality — Can This Company Redefine How Cities Move?