Sentiment: Positive
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Portfolio under the microscope: $AAPL before earnings – buy zone remains at $245 USD 🍏
Apple will report quarterly earnings tomorrow after the close and it will undoubtedly be one of the most important events of the week. My buy price remains unchanged at 245 USD and at this time I see no reason to adjust it before the results. I would really like to hold this stock long-term in...
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Has Amazon revealed its true business?
Last week something happened that I had been waiting for a long time. Andy Jassy, Amazon’s CEO, for the first time in history released concrete figures about how much money the company makes from artificial intelligence. And that number honestly surprised me.
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Bulios Black
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Great article, thanks for it. I have a fairly large position in $AMZN in my portfolio and I have a lot of faith in the company’s future.
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🚨 $GOOGL has just introduced a new technology called TurboQuant
🟢 What exactly is it?
TurboQuant is a language LLM model from Google that aims to solve a technical problem: huge demands on memory usage and speed.
When you communicate with an AI (e.g., via ChatGPT or Gemini), the model needs to "remember" the context of the entire conversation. This "memory" is stored in the so...
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Bulios Black
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This isn’t a massive threat or major risk for Micron, but of course it could shake the sector a bit and potentially change things.
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🚨 Great news for $UBER shareholders❗️
⭐️ I’ve been talking about Uber non-stop for almost 2 years as an investment I fully trust, and so far I don’t see any signs of slowdown or disruption to its business model.
🟢 On the contrary, it’s closing exclusive partnerships with companies like $NVDA $LCID $GOOGL $NBIS $AMZN..
..and just a few hours ago announced a NEW partnership with...
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If you want to dive into the company $UBER a bit differently than just through tables and charts, I can recommend the book "The War for Uber". For those who don't like to read, there's also an audiobook. I think the book really shows where the company's strengths and potential weaknesses lie. I like these stories about well-known companies.
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🚨 Zuckerberg faces a jury. Why do $META and $GOOGL face a potentially fatal hit to their business model?
This week in Los Angeles a legal battle is unfolding that everyone with Big Tech stocks—specifically Meta and Google—should watch closely. Mark Zuckerberg appeared before a jury on Wednesday in a trial that could become an absolute precedent for the entire social media sector...
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Bulios Black
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Let's be honest: social networks operate exactly as they're currently being accused of. It's just business. I don't agree with people spending so much time on them — right now it's really crazy. But let's be frank, I use them actively too. I don't see any reason why it should go that far. No one is forcing anyone to use Instagram, YouTube, or Facebook. It's each person's free choice, and ultimately it's up to each individual how long they spend on these networks. I do like age-based restrictions for the youngest users. Children are more easily manipulated, and that makes sense to me. For adults, in my opinion, it's up for discussion.
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Bulios Black
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Beautifully diversified portfolio. I wish you lots of luck in the New Year.
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📅 This week's key market events!
A week full of earnings reports and macroeconomic signals that can influence the mood of the markets. Here's an overview of the most interesting events!
📡Monday
Results before the markets open:
Verizon $VZ - Markets will focus on new users and network connectivity.
🎙️ Tuesday
Fed Chair Powell Speech - Highly anticipatedspeech may provide hints of...
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I'll be most interested in Tesla, and I hope the numbers come out well. If the stock were to fall, I would definitely buy in.
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🗓️ Investment Outlook of the Week!
This week will offer interesting events, from the results of leading retail chains to technology conferences to data from the real estate market and European industrial companies.
✈️ Monday
Results before the markets open:
Ryanair $RYAOF - The low-cost carrier outlines how travel demand is ahead of the summer season and how it is managing fuel...
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📅 Weekly overview of key events that can move the market:
None of the companies I follow are reporting earnings this week, so I will focus only on macroeconomic data. Earnings season starts again next week!
📊 Tuesday
ISM Manufacturing PMI (US) - An index that tracks activity in the manufacturing sector. It serves as a leading indicator for the overall health of the economy.
Job...
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There will certainly be an interesting reaction to Tesla stock. Otherwise, I agree that $GOOG looks very interesting and I'll probably overbought as well.
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I think the acquisition is great. $160 is a great price, I'm taking advantage of the drop and buying.
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🧠Microsoft claims: Powerful quantum computers in a few years, not decades! 🚀
Microsoft $MSFT announced a breakthrough in quantum computer development last week that could yield practical applications in years, not decades. The main driver of this revolution is the new Majorana 1 chip , based on topological conductors, a unique material that enables more stable and powerful...
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It's an interesting industry, but it's possible that those investments aren't paying off and Microsoft is just burning money unnecessarily.
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💡 SoftBank, Arm and possible acquisition of Ampere Computing: a revolution in the semiconductor industry?
The technology world is on the threshold of another major transaction. SoftBank Group $SFTBY and Arm Holdings $ARM, well-known players in the technology industry, are considering the acquisition of Ampere Computing. Ampere is a startup that specializes in making chips...
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I don't know if Ampere can compete with $AMD, but at the very least this is interesting news. A lot will depend on what kind of start they have and how they do in the beginning and whether they can do it.
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🌌 Quantum revolution at hand: Google's Willow chip rewrites computing history! 🚀
Imagine a computational problem that the world's most powerful supercomputers would solve for an incredible 10 quadrillion years (to je 10 000 000 000 000 000 000 000 000 let), was solved in just five minutes using the Willow quantum chip . Such are the capabilities of quantum computing - and Goog...
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I'm not going to lie, it honestly pisses me off that I haven't bought $GOOG stock before.
Bulios Black
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Hi Vojta.
I see the change as a challenge. I use Apple products and it was one of my first investments—I still hold it to this day and plan to keep holding. I like the company, and even though I think they’ve fallen behind in some areas and their AI isn’t top‑tier, I believe a company doesn’t have to be the best at everything. Apple is about design, simplicity, smoothness, and the ecosystem. That’s mainly why I own it and want to keep it.
There are things where partnerships can work if they’re set up well. We already have plenty of AI chat, so I’m curious how the new leadership will take it and which direction they’ll go. I’d like to see the Apple Vision glasses become more widely available. From the videos I’ve seen, the experience looks beautiful, and they could become number one there again. 😊