Trump has decided not to continue large bombing campaigns, but to "tighten the screws" through the economy — according to the WSJ, the U.S. Navy is to long-term block ships bound to and from Iranian ports, even if the fighting itself calms down for a time. In practice this means the conflict could spill over into a protracted naval blockade: the U.S. will continue to choke off... Read more
My guess — it will go like this: Since there is no simple solution and the only option that could resolve it is full of many "buts" and far from reliable, it will be exactly what Donald swore he wouldn’t do (get into a war). So what the U.S. wanted least will happen — a full-scale invasion will have to follow, like back then in Iraq. But that is extremely expensive, and just as Donald would like to shift part of the costs onto the EU (well, when he involved Israel he didn’t ask the EU and NATO for their opinion), so that will happen; however, if the unelected EU bureaucrats have even a little of what is called "guts," they’ll give Donald and the Republicans a proper dressing-down and all their tricks with tariffs and everything they call MAGA (in reality it’s nothing other than an attempt to make everyone except them pay the bill for the U.S.'s problems) will be swept off the table.
UPS pivots its strategy and believes in a return to growth $UPS
UPS is undergoing a major transformation that doesn't look good at first glance - revenues and profits are down year over year. The company is deliberately stepping back from its cooperation with Amazon because that business was high-volume but low-margin.
Portfolio under the microscope: Closing the $ARM position – an exemplary trade 📈
Just three days ago I shared the activation of a trailing stop-loss on my position in $ARM at a price of $218. The initial stop was set at my original target of $175.
Debate about expensive cars in the U.S. mostly revolves around Fed rates and labor costs, but one of the key variables is much less visible: the USMCA agreement and tariffs on cars from Canada and Mexico. That framework is now hanging in the air — and foreign automakers, according to the WSJ, are warning the Trump administration that if the USMCA is not renewed, or if tariffs... Read more
Is AI starting to threaten software stocks? $MSFT$CRM$NOW
New worries on Wall Street suggest that artificial intelligence could fundamentally disrupt traditional software companies. Investors are starting to reassess the valuations of firms like Microsoft, Salesforce and ServiceNow, because AI tools are gradually taking over the tasks these companies have long profited from.
In my opinion, it’s also about adapting to the new environment — meaning that if they can integrate AI into existing modules (see M365), it might not threaten them that much. Documents will still be written in .doc and presentations created in .ppt. The user simply won’t have to type/create for long; AI will do that for them. Also, I see a problem in migrating large companies’ operations from existing CRM platforms, etc., to a purely AI-based system.
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SoFi | Q1 2026: Shares fall 13% despite record sales and sharp profitability growth
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Kratos: a front‑row bet on “affordable mass”, with margins still stuck in prototype mode
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TOP 6 companies that have increased the dividend for over 25 years in a row
Trump has decided not to continue large bombing campaigns, but to "tighten the screws" through the economy — according to the WSJ, the U.S. Navy is to long-term block ships bound to and from Iranian ports, even if the fighting itself calms down for a time. In practice this means the conflict could spill over into a protracted naval blockade: the U.S. will continue to choke off...
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My guess — it will go like this: Since there is no simple solution and the only option that could resolve it is full of many "buts" and far from reliable, it will be exactly what Donald swore he wouldn’t do (get into a war). So what the U.S. wanted least will happen — a full-scale invasion will have to follow, like back then in Iraq. But that is extremely expensive, and just as Donald would like to shift part of the costs onto the EU (well, when he involved Israel he didn’t ask the EU and NATO for their opinion), so that will happen; however, if the unelected EU bureaucrats have even a little of what is called "guts," they’ll give Donald and the Republicans a proper dressing-down and all their tricks with tariffs and everything they call MAGA (in reality it’s nothing other than an attempt to make everyone except them pay the bill for the U.S.'s problems) will be swept off the table.
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Visa Q2 2026: double‑digit growth from a tollbooth on global spending
UPS pivots its strategy and believes in a return to growth $UPS
UPS is undergoing a major transformation that doesn't look good at first glance - revenues and profits are down year over year. The company is deliberately stepping back from its cooperation with Amazon because that business was high-volume but low-margin.
...Read more
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Coca‑Cola Q1 2026: more volume, fatter margins, same old cash machine
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Portfolio under the microscope: Closing the $ARM position – an exemplary trade 📈
Just three days ago I shared the activation of a trailing stop-loss on my position in $ARM at a price of $218. The initial stop was set at my original target of $175.
...Read more
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Blackstone: a fee machine that looks pricey only if you ignore the model
Debate about expensive cars in the U.S. mostly revolves around Fed rates and labor costs, but one of the key variables is much less visible: the USMCA agreement and tariffs on cars from Canada and Mexico. That framework is now hanging in the air — and foreign automakers, according to the WSJ, are warning the Trump administration that if the USMCA is not renewed, or if tariffs...
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Fortunately I don't have that much invested in carmakers anymore, but I still hold $P911.DE and $RACE.
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Top 5 Large-Cap Stocks That Crashed the Most in 2026
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Google staff push back on “black box” military AI deals
Is AI starting to threaten software stocks? $MSFT $CRM $NOW
New worries on Wall Street suggest that artificial intelligence could fundamentally disrupt traditional software companies. Investors are starting to reassess the valuations of firms like Microsoft, Salesforce and ServiceNow, because AI tools are gradually taking over the tasks these companies have long profited from.
Th...
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In my opinion, it’s also about adapting to the new environment — meaning that if they can integrate AI into existing modules (see M365), it might not threaten them that much. Documents will still be written in .doc and presentations created in .ppt. The user simply won’t have to type/create for long; AI will do that for them. Also, I see a problem in migrating large companies’ operations from existing CRM platforms, etc., to a purely AI-based system.
Bulios Black
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Verizon | Q1 2026: Record EBITDA and net profit of USD 5.1 billion
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A small chip vendor riding a huge AI data‑center wave