IBM disappointed despite solid results: AI is beginning to threaten the core of the business $IBM
IBM’s results for the first quarter of 2026 didn’t look bad at first glance. The company beat analysts’ expectations on both revenue and earnings — revenue rose by about 9% to $15.9 billion and earnings per share reached $1.91. Yet the stock plunged. And it’s precisely this market... Read more
I’ll admit I don’t know. I never followed this company and it flew under my radar. Only recently, when I was looking into companies around quantum technology — or rather those involved in some kind of research — this firm popped up for me.
It’s true that AI is a major shift now: progress that companies will either keep up with, build businesses on, or that will push them out of the game. So far I haven’t heard of IBM in connection with AI, so I understand the drop. But it’s not the end of the story yet — maybe they’ll come up with something.
Shares of $AMD yesterday surpassed $300 for the first time in history, which is a significant milestone. I bought my first shares when they were still under $100, and currently $AMD is the largest position in my portfolio. If it keeps up at this pace, we might see $400 this year. I will definitely keep holding the shares as long as the valuation makes sense.
Hold and hold — target $600 by 2030! It’s a machine charging forward! There are risks, of course: if the AI boom slows, the market will price that in immediately. I believe the company will go far.
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Boeing's results for the first quarter of 2026 finally suggest that the long‑awaited turnaround is starting to have real foundations. The company remains in a loss, but results beat analysts' expectations, mainly thanks to improving production and higher aircraft deliveries. Those deliveries are the... Read more
I feel the same as Lukáš and plan to hold for several more years. I'd only sell at an absurd valuation (for example, if the stock rose above $500 this year).
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IBM disappointed despite solid results: AI is beginning to threaten the core of the business $IBM
IBM’s results for the first quarter of 2026 didn’t look bad at first glance. The company beat analysts’ expectations on both revenue and earnings — revenue rose by about 9% to $15.9 billion and earnings per share reached $1.91. Yet the stock plunged. And it’s precisely this market...
Read more
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I’ll admit I don’t know. I never followed this company and it flew under my radar. Only recently, when I was looking into companies around quantum technology — or rather those involved in some kind of research — this firm popped up for me.
It’s true that AI is a major shift now: progress that companies will either keep up with, build businesses on, or that will push them out of the game. So far I haven’t heard of IBM in connection with AI, so I understand the drop. But it’s not the end of the story yet — maybe they’ll come up with something.
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Boeing’s “other” growth story: satellites quietly scale while jets stay in the spotlight
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Shares of $AMD yesterday surpassed $300 for the first time in history, which is a significant milestone. I bought my first shares when they were still under $100, and currently $AMD is the largest position in my portfolio. If it keeps up at this pace, we might see $400 this year. I will definitely keep holding the shares as long as the valuation makes sense.
Do you have $AMD in...
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Hold and hold — target $600 by 2030! It’s a machine charging forward! There are risks, of course: if the AI boom slows, the market will price that in immediately. I believe the company will go far.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
135 Years of Dividends and a $300B Valuation: Is This Giant Still Undervalued?
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Tesla’s Q1 shows the new mix: cars are slowing, the platform is getting more complex
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Boeing surprised Wall Street: Rising deliveries are finally reducing losses $BA
Boeing's results for the first quarter of 2026 finally suggest that the long‑awaited turnaround is starting to have real foundations. The company remains in a loss, but results beat analysts' expectations, mainly thanks to improving production and higher aircraft deliveries. Those deliveries are the...
Read more
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And we shareholders are happy about it!
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AT&T’s Q1: a “post‑restructuring” quarter that looks exactly like it should
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The “boring” infrastructure name that quietly compounds double‑digit returns
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Portfolio under the microscope: Closing the $AMD position — disciplined profit-taking
I opened the $AMD position at the beginning of December 2025 at $217 with a clearly defined target of $258.
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I feel the same as Lukáš and plan to hold for several more years. I'd only sell at an absurd valuation (for example, if the stock rose above $500 this year).
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
4 Healthcare Stocks Paying 4%+ Dividends Investors Are Overlooking
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Intuitive Surgical posts “textbook” growth - and the stock still flinches