Chevron $CVX sees movement in Venezuela “in the right direction,” but it’s not a game‑changer yet. After Maduro was ousted and Delcy Rodríguez came to power, Caracas began changing oil legislation aimed at attracting foreign capital — lighter state control, more room for private producers, new agreements with Chevron and other players in the Orinoco Belt. Mike Wirth openly says... Read more
I'm kind of glad I don't have any investment in that, because I don't understand it — and now these companies will likely face more problems and their shares will keep falling.
Court Dismisses Part of Musk’s Lawsuit: The Dispute Over OpenAI Is Far From Over
A U.S. court dismissed a key part of the lawsuit Elon Musk filed against OpenAI and its CEO Sam Altman. Specifically, the fraud allegations were completely removed from the case by a judge in California.
But that doesn’t mean the whole matter is over. On the contrary — the court ruled that other... Read more
Portfolio under the microscope: "SaaSocalypse" — reality or overblown panic? ☁️📉
The recent sell-off in SaaS stocks has revived the "SaaSocalypse" narrative. Personally, I view the market's current reaction as markedly overblown.
Markets tend to swing between euphoria and fear — and right now sentiment is clearly on the latter side. Some concerns are valid, but a broad sell-off... Read more
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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A small chip vendor riding a huge AI data‑center wave
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Top 3 Companies With Explosive EBITDA Growth Over the Past 12 Months
Chevron $CVX sees movement in Venezuela “in the right direction,” but it’s not a game‑changer yet. After Maduro was ousted and Delcy Rodríguez came to power, Caracas began changing oil legislation aimed at attracting foreign capital — lighter state control, more room for private producers, new agreements with Chevron and other players in the Orinoco Belt. Mike Wirth openly says...
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I'm kind of glad I don't have any investment in that, because I don't understand it — and now these companies will likely face more problems and their shares will keep falling.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
BMW’s new 7 Series: pushing margins with luxury and sixth‑gen eDrive
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Goldman’s Korea call: chips, policy tailwinds and retail money coming back home
Court Dismisses Part of Musk’s Lawsuit: The Dispute Over OpenAI Is Far From Over
A U.S. court dismissed a key part of the lawsuit Elon Musk filed against OpenAI and its CEO Sam Altman. Specifically, the fraud allegations were completely removed from the case by a judge in California.
But that doesn’t mean the whole matter is over. On the contrary — the court ruled that other...
Read more
Zobrazit další komentáře
Most likely Musk won’t win this and will end up paying for lawyers unnecessarily, but I’ll be surprised.
Portfolio under the microscope: "SaaSocalypse" — reality or overblown panic? ☁️📉
The recent sell-off in SaaS stocks has revived the "SaaSocalypse" narrative. Personally, I view the market's current reaction as markedly overblown.
Markets tend to swing between euphoria and fear — and right now sentiment is clearly on the latter side. Some concerns are valid, but a broad sell-off...
Read more
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
A payroll dividend machine: high multiples, higher quality
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
P&G’s Q3 2026: classic defensive quarter – steady growth, some margin noise, rock‑solid cash returns
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
These 4 Defensive ETFs Are Having Their Moment in 2026
Bulios Black
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Intel’s Q1 finally looks like a real turn: numbers and narrative line up
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
Zobrazit další komentáře
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.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Boeing’s “other” growth story: satellites quietly scale while jets stay in the spotlight
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Lockheed’s Q1 looks soft on paper, but the order book tells a different story
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.