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StockPickers DUO Creator

@stockpickers_duo

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We share our real portfolio, investment strategies, and stock analyses. We focus on long-term capital building and transparently show our approach to investing.📈

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Creators on Bulios share their own experience and approach, but nothing here is investment advice. Bulios does not vouch for creator content. More in the Terms of Service.

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🍔 Nový nákup do portfolia – McDonald’s $MCD za 250 USD

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WATCHLIST📊

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🔥 Akamai lands massive AI contract with Anthropic worth 11.6 billion USD

Akamai $AKAM signed a seven-year deal with Anthropic for cloud infrastructure for AI workloads. Shares jumped roughly 22% in after-hours trading following the announcement.

• Contract value: 11.6 bn USD…

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🔥 AMD yesterday surpassed a value of 1 trillion dollars for the first time!

Yesterday was historic for AMD $AMD. The stock shot up about 10% and the company got past the 1 trillion USD market cap threshold for the first time.

-The stock reached a new all-time high around 613 USD…

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🔥 Accenture +7%! AI opens up new opportunities beyond chip companies

Accenture $ACN announced a new partnership with Anthropic focused on testing and safety of advanced AI models.

What's interesting about this?…

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🔥 We just bought Credo $CRDO

We've been following Credo for a while and after the latest drop we decided to open a position.

What do we like about the company?…

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Oracle showed after earnings that AI cloud is still going full speed

Oracle $ORCL released Q1 results and the numbers came in better than expected:

Revenue: $19.3B, +30% YoY Adjusted EPS: $1.92 vs. $1.74 expected Cloud revenue: $11.6B, +62%…

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🔥 Memory stocks are coming back to life. Sandisk +12% in a day

On Friday, companies around memory and data storage were among the strongest parts of the market:

-Sandisk $SNDK : +12%…

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🔄 S&P 500 is set for another reshuffle. Who goes in and who goes out?

From September 21, the composition of the S&P 500 will change:

📈 New additions:…

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🇺🇸 Jobs report surprised. The US labor market is still strong

Today's US data came in significantly better than the market expected:

• New jobs: +162k vs. expected +56k • Unemployment remained at 4.1% • Wages rose 0.3% month-over-month and 3.1% year-over-year • July data was also revised from -23k to +21k jobs…

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🚀 Snowflake $SNOW soared more than 20% after earnings

The company beat market expectations on several key metrics:

• Revenue: $1.55 billion vs. $1.48 billion expected…

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