Foot Locker $FL-4.6% results are pretty poor, I really didn't expect this. In addition, the company has suspended dividend payments, ostensibly to allow more flexibility for strategic investments. What do you think? Is FL in trouble or is this a buying opportunity?
![](https://en.bulios.com/public/letters/v1/NG-dark.jpg)
Nikolas Gabriels
Hey, investors. How do you see this week with Nvidia $NVDA-4.1%. Will the AI and tech rally extend or will we crash and get our feet on the ground? Expectations are high, so I expect an equally big move if met, but also disappointment with the results.
![NVDA](https://media.bulios.com/media/ticker/b36922ee-11c4-4b72-aa93-344850c69970.png)
Nvidia
NVDAZobrazit další komentáře
![](https://media.bulios.com/media/avatars/b268453b-69ee-46f4-b405-83a8318f9e69.jpeg?w=100&h=100&mode=crop&crop=faces)
I don't expect anything at all, as I don't have this stock in my portfolio, but I would like to include $NVDA-4.1% stock in my portfolio. But the results interest me quite a bit.
Do you have StoneCo $STNE-4.0% in your portfolio? I see their numbers are growing rapidly, results are quarter after quarter, year after year better and better and yet the stock price seems to be down and the company still has room to move.
What are your thoughts on this company?
![STNE](https://media.bulios.com/media/ticker/bba18fcc-18a8-43fe-ae9e-893648705c96.png)
StoneCo Ltd.
STNEDoes it ever happen to you that you have a company in your sights, it underperforms, some bad news comes out and the share price doesn't budge? 🤐 I do in the case of Boeing $BA-2.8%, which I would love to have in my portfolio but the bad environment and conditions apparently don't bother them at all.
Read more
Zobrazit další komentáře
![](https://media.bulios.com/media/avatars/b268453b-69ee-46f4-b405-83a8318f9e69.jpeg?w=100&h=100&mode=crop&crop=faces)
It happens to me sometimes too and I would love for the stock to go lower, but as you write nothing happens. I would also like to include $BA-2.8% stock in my portfolio, however the stock is currently high.
So it looks like Palantir $PLTR+0.6% is out of the woods. Congrats to everyone who held on and didn't sell, as YTD has already made over 180% there. I probably don't need to go into the quarterly results too much, we have that here at Bulios Flas News. But what has pleasantly surprised me are the share buybacks and the idea of inclusion in the index. What do you think? Do you...
Read more
Zobrazit další komentáře
![](https://media.bulios.com/media/avatars/b268453b-69ee-46f4-b405-83a8318f9e69.jpeg?w=100&h=100&mode=crop&crop=faces)
I don't own shares of $PLTR+0.6%, but the buybacks are great and if this stock made it into the index, that would be great.
What do you think of the AMD $AMD-3.7% results?
Bulios Flash News: Advanced Micro Devices (AMD) reported better-than-expected second quarter results. Earnings per share came in at $0.58, up from the estimated $0.57. Revenue fell 18% year-over-year to $5.4 billion, but still beat expectations of $5.32 billion.
![](https://media.bulios.com/media/statuses/inside/6a5d2fd1-428f-4af4-b54d-f67cebeb539d.png?w=600&h=300&mode=fill&fill=blur)
Read more
Zobrazit další komentáře
![](https://media.bulios.com/media/avatars/ed337ed4-648a-4264-bb4a-aef6491cc192.jpeg?w=100&h=100&mode=crop&crop=faces)
I'm honestly surprised. Because the mines just aren't good yet, they're still going down, and that's where the other things are coming from, plus their P/E? ... like it's great, I wish them well and it pisses me off that I didn't buy. Plus the opportunity in India is great! ... they're different companies, but if I take $SBUX-0.4% for example which also had results yesterday and vice versa, the share price went down and a bit, even though their earnings are growing due to how the world is already open after Covid.
California and other states are moving to block 3M's $10.3 billion-2.1% PFAS settlement that would resolve claims against 3M over water pollution. Allegedly, they say the amount is still low and would not be a proper penalty for MMM.
![MMM](https://media.bulios.com/media/ticker/06f7969d-051e-4e0c-a326-d0ffdf423ca5.png)
3M
MMMWhat was so bad about Microsoft's $MSFT-1.6% results that the stock price is falling in the premarket?
I've only found so far:
EPS of $2.69 beating expectations of $2.54
Revenue of $56.2B beating expectations of $55.4B
![MSFT](https://media.bulios.com/media/ticker/882526fe-7cf5-4b65-ab53-6b2168d0fda9.png)
Microsoft
MSFTRead more
Zobrazit další komentáře
![](https://media.bulios.com/media/avatars/a44f39eb-6431-4fd6-bbdb-b4f762e31833.jpeg?w=100&h=100&mode=crop&crop=faces)
Microsoft's fiscal quarter earnings revealed a gradual decline in Azure cloud revenue growth that overshadowed quarterly gains. Microsoft reported year-over-year revenue growth from Azure and other cloud services of 26% for the fourth quarter, down 1 percentage point from the previous quarter.
As I watch today, nothing much is happening yet, but the same cannot be said about the predictions and rating changes, which are literally tearing the bag today.
Let's take a look at the most interesting ones 👇
![AAPL](https://media.bulios.com/media/ticker/a2781a68-1f7a-497b-938e-e7d45a17f2cb.png)
Apple
AAPLRead more
Zobrazit další komentáře
![](https://media.bulios.com/media/avatars/b268453b-69ee-46f4-b405-83a8318f9e69.jpeg?w=100&h=100&mode=crop&crop=faces)
We'll see how far $AAPL-0.7% stock goes. But I'm holding $AAPL-0.7% stock for now and I have no plans to sell.
Now tell me, was it a good idea to sell Nvidia $NVDA-4.1% stock? 😄
Analysts at investment bank Citi predict Nvidia will gain a dominant 90% share of the AI chip market by 2025. This estimate is based on the expected growth of the AI chip market from $12 billion in 2022 to $120 billion in 2025.
And besides, Goldman today raised the target to $495 per share from the previous $440.
![NVDA](https://media.bulios.com/media/ticker/b36922ee-11c4-4b72-aa93-344850c69970.png)
Nvidia
NVDAI didn't even know that H&M had stock too, so I looked at it today and I'm kinda staring. Leaving aside today's growth on the back of another strong set of results, here we see growth in sales from $187bn in 2020 to $223bn in 2022. It's also great to look at net profits, where we see growth from $3bn (2020) to $7bn in 2022 (not to mention 2021, where net profit was at $15bn).
An...
Read more
Zobrazit další komentáře
![](https://media.bulios.com/media/avatars/14b2b28b-bdc0-4d05-8a0c-8f5000addcbe.png?w=100&h=100&mode=crop&crop=faces)
Their recent growth is mainly due to a change in strategy. They are focusing more on selling their more expensive brands, targeting customers who are less vulnerable to the rising cost of living, and it's working out nicely for them too.
Is anyone here following Buffet's bust indicator?
Buffett's Crash Indicator is sounding the alarm again after stocks rose tremendously this year. Global equities are now worth more than global GDP.
Warren Buffett warned that if the market value of stocks exceeds the size of the economy, it could signal that markets are too expensive and a crash may be coming.
So, is a crash coming...
Read more
Zobrazit další komentáře
![](https://en.bulios.com/public/letters/v1/CB-dark.jpg)
No, that was true for the last century with today's notion of price it can be highly exceeded because stocks reflect many more expectations and their valuations are driven by value to a lesser extent than they were and so the price can be at higher multiples of value than it was in the last century due to increased interest and expectations. the total number of people interested in a stock is simply growing much faster than the number of available shares. Well that's just my quick impression. A detailed rationale would require a lot of work which I won't do, but I wonder if any of the analysts who do this will figure it out :-)
Somehow we're missing Tesla to the moon, Tesla to $300, etc.
The last few days I see one analyst after another downgrading Tesla $TSLA-8.5% and it's no longer a clear Buy for most of them, but rather a Hold or Sell.
![TSLA](https://media.bulios.com/media/ticker/1b7a6e17-a570-4f09-9c39-839f6ba77bf9.png)
Tesla
TSLARead more
Zobrazit další komentáře
![](https://en.bulios.com/public/letters/v1/CB-dark.jpg)
They are predicting a correction and it probably will be, but I think Tesla hasn't pulled out all the stops this year and tsk fo the end of the year will look at 300. That correction though probably won't go anywhere near 230 quietly může🤷♂️
No recommendation, just an opinion🤔
Zobrazit další komentáře
![](https://media.bulios.com/media/avatars/b268453b-69ee-46f4-b405-83a8318f9e69.jpeg?w=100&h=100&mode=crop&crop=faces)
It's a great service and I use it myself. However, I would not buy its shares for the reasons below.
Berkshire Hathaway $BRK-A-1.0% $BRK-B-1.2%boosted its holdings in five Japanese trading companies in the last quarter. The five companies are Itochu, Marubeni, Mitsubishi, Mitsui and Sumitomo.
![BRK-B](https://media.bulios.com/media/ticker/6942992f-2d21-42f7-83ba-1662ce0eed0f.png)
Berkshire Hathaway
BRK-BRead more
Zobrazit další komentáře
![](https://en.bulios.com/public/letters/v1/YE-dark.jpg)
Unfortunately, those companies are not so cheap anymore, ytd have increased from 40-70%
Hands off, and I'm going to avoid it with a wide arc. 😁