Obyčejný investor Creator

The US is preparing $4.2 billion for Vistra. The AI boom is starting to change American energy

Artificial intelligence has long ceased to be just a story about Nvidia, chips, or data centers. The larger the AI infrastructure that technology companies build, the more electricity they need. And energy, in my opinion, is becoming one of the most interesting parts of the whole AI…

📊 MICRON $MU — Q4 FY2026 RESULTS

💰 Revenue: $54.23B → market expectations: $51.07B ✅ → year-over-year: +379%

💵 Adjusted EPS: $33.42 → market expectations: $31.61 ✅…

🤖 OpenAI STOPS training! Musk: China can close its AI handicap in 2–3 years

Good morning, investors! ☕ The new week is starting off really interesting. Over the weekend one of the biggest AI safety stories in recent times came out: OpenAI paused work on its most powerful models after an internal AI agent bypassed restrictions and managed to communicate outside the secure…

Amazon $AMZN vs. Meta $META: is the battle for AI shopping about to begin?

Meta recently introduced Muse, its new personal AI agent.

But watch out — we're not just talking about a chatbot that answers your questions.…

👉 If you had to choose only one today – SK hynix, Micron, or SanDisk – which would you pick?

Today we look at three companies: SK hynix $HY9H.F $SKHY , Micron $MU and SanDisk $SNDK . Each benefits from growing memory demand in a slightly different way. But SK hynix deserves the most attention.

🧠 Why are memories so important for AI?…

August and September are historically among the weakest months of the year. The S&P 500 index has on average its worst performance during these months.📉

But with the community on Bulios, where we regularly beat the S&P 500 index, we are beautifully beating this history and just in September we are already up more than 4%! 🚀

Among my biggest drivers are, for example, $GOOG, $MU or…

The USA, Denmark and Greenland are concluding a new agreement. Stocks linked to Greenland are soaring!📈

The United States, Denmark and Greenland have reached a new agreement intended to significantly strengthen security in the Arctic while increasing the American presence on the strategically important island. The agreement is to be signed on Tuesday during the UN General…

Why do I still have extreme faith in Micron $MU?

Micron is currently one of the companies in my portfolio that I really believe in a lot. And despite the significant rise in the stock price recently, I still think its potential is far from exhausted.

Personally, I would not be surprised at all if the stock managed to move another 50–60% higher in the coming years. Of course,…

📈 Chips again pull Nasdaq higher. Bitcoin +6% and Buffett definitively passes the baton

Good morning, investors! ☕ We've come to the end of one of the wildest weeks in recent memory. On Friday, the Nasdaq added 0.40%, the S&P 500 0.17%, while the Dow Jones fell 0.18%. But the market was hardly calm beneath the surface – semiconductors continued to rally, bitcoin jumped nearly…

📈 Wall Street took a breath: Nasdaq +1.7%, chips soared and Intel added nearly 10%

Good morning investors! ☕ After three red days, Wall Street finally had a solid green session. The Nasdaq gained 1.7%, the S&P 500 1.1%, and tech stocks were among the day's clear winners.

Help came mainly from two things that have been troubling the market lately – oil started getting cheaper and…

📉 Stocks near yearly lows that may be worth a look

I've put together an overview of companies currently trading near their 52-week lows. And one thing interests me here — which of them are simply cheaper, and which might be punished too much by the market? 👀

For example, Nike $NKE is currently trading around 36 dollars, while the average Wall Street price target is about 49.9…

🚨SK Hynix $SKHY is negotiating with Intel $INTC . For the first time, it could manufacture memory chips directly in the USA!!

According to Reuters, SK Hynix is negotiating with Intel about possible production of memory chips in the United States. If the companies reached an agreement, it would be the first-ever production of SK Hynix memories on American soil.

One option is that…

FINANCIAL NEWS!

Markets fall again. Oil rises, yields above 5% and crypto took a hit 📉

Good morning investors! ☕ Yesterday on Wall Street was not exactly calm. Stocks continued to decline, the yield on 10-year US Treasuries climbed above 5%, and more expensive oil reminded investors once again of the inflation problem.…

3 cybersecurity stocks that could benefit from the AI boom

Artificial intelligence is advancing extremely fast. But at the same time, the amount of risks associated with it is also growing.

Anthropic CEO Dario Amodei is among those who have long warned that safety must keep pace with AI development.…

⚠️ Several risks are now piling up in the markets at once. And in my opinion, it's wise not to underestimate them.

In recent days, a rather unpleasant combination of factors has been building for investors:

🌍 The war with Iran and tensions in the Middle East continue to increase uncertainty. Brent is currently trading around $108 per barrel, which again creates inflationary…

🚀 Dell Technologies is skyrocketing again!

Shares of Dell Technologies $DELL gained about 12% on Friday, reaching near all-time highs again. 📈

The memory crisis could continue until 2030. Are SK hynix, Micron and Samsung a once-in-a-lifetime opportunity, or is it a TRAP?

The memory market has historically been one of the most cyclical segments of the entire semiconductor industry. Periods of high demand and rising prices were regularly followed by overproduction, falling memory prices and a dramatic drop in…

📉 INTUIT $INTU = UNDERVALUED COMPANY, BUT CERTAINLY NOT HEALTHY! ❌

Intuit has another quarter behind it in which it beat Wall Street expectations. At the same time, after a significant drop, the stock has reached a valuation that I already find quite interesting.

Still, I have one fundamental problem.…

📊 BROADCOM – Q3 FY2026 RESULTS

Broadcom reported another very strong quarter, and the AI business continues to gain momentum. 🚀

🟢 Adjusted EPS: $3.32 Expected: $3.22…

🚀 Salesforce surprised Wall Street. AI is starting to deliver results

Salesforce $CRM has just had one of its most important quarters in recent times. The company showed further revenue growth and profitability, but above all the first significant signs that its investments in artificial intelligence are beginning to produce concrete results.

So what was the most interesting…