Another contract in the chain of defense agreements
Lockheed Martin announced a contract modification with the U.S. Army worth approximately $101.6 million. At first glance this is not a major sum compared with the company’s billion-dollar projects, but the market sees it as further evidence of steady demand for defense services.
Which stocks do you currently have on your watchlist and find interesting?
A few days ago I added $HOOD to my watchlist, because the stock has fallen more than 50% from its all-time high. The drop was largely caused by the decline in $BTCUSD and also by lower trading activity from investors. It still carries risks, but personally I think the valuation is already very interesting... Read more
I'm not thrilled about it, but Tesla has now launched that FSD in the EU, which will help them a lot, and hopefully they won't have to sell cars to themselves like this anymore.
What a crazy plunge — I’m not a fan of that stock, but I expected a more positive reaction. Then WBD, instead of a small miss, does this... We’ll see where it actually settles, but I don’t want to fight the market, so I’ll probably take profits and move on 😉🤣
The U.S. is beginning to openly acknowledge that the traditional defense industry is struggling to keep up. According to the WSJ, the Pentagon has for some time (even before the war with Iran) been in talks with automakers such as GM $GMand Ford $F, but also with GE Aerospace and Oshkosh, about whether they could, if necessary, quickly switch part of their capacity to... Read more
This is actually good news for investors who own stocks like $LMT. Defense spending will be higher for some time now, and I think there's a good opportunity to profit from that.
There are companies that are good, companies that are great. And then there’s ASML — a company without which modern civilization literally cannot manufacture chips. No other company in the world can do what they do. And the results for 2025 only confirmed that.
ASML has a great position, sure, but semiconductors are an extremely cyclical business influenced by a lot of external factors — geopolitics, various export bans, and whether customers like TSMC or Samsung are willing to pour billions into new fabs. And one more thing occurs to me: if chip performance started being pushed more by packaging, chiplets, and smarter architecture instead of ever-smaller transistors, ASML might not be as indispensable as it seems today.
Lockheed Martin secures a new contract
Another contract in the chain of defense agreements
Lockheed Martin announced a contract modification with the U.S. Army worth approximately $101.6 million. At first glance this is not a major sum compared with the company’s billion-dollar projects, but the market sees it as further evidence of steady demand for defense services.
...Read more
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I only started investing in this sector recently and didn't manage to buy during the dip, so I would only buy $LMT and $AVAV after some correction.
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Gucci bets on “luxury AI glasses” to reboot the brand
Which stocks do you currently have on your watchlist and find interesting?
A few days ago I added $HOOD to my watchlist, because the stock has fallen more than 50% from its all-time high. The drop was largely caused by the decline in $BTCUSD and also by lower trading activity from investors. It still carries risks, but personally I think the valuation is already very interesting...
Read more
$TSLA sold Cybertrucks to its own companies. This isn't a problem with the car, this is a problem with the whole company.
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I'm not thrilled about it, but Tesla has now launched that FSD in the EU, which will help them a lot, and hopefully they won't have to sell cars to themselves like this anymore.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Netflix: great quarter, guidance hangover
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-8.29% in 5 minutes📉🔴
Yes, this happens on equity markets—even on days when stock indices trade at all-time highs. Netflix $NFLX just showed us that live.
...Read more
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What a crazy plunge — I’m not a fan of that stock, but I expected a more positive reaction. Then WBD, instead of a small miss, does this... We’ll see where it actually settles, but I don’t want to fight the market, so I’ll probably take profits and move on 😉🤣
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TSMC’s AI fabs turn high‑end chips into high‑end margins
The U.S. is beginning to openly acknowledge that the traditional defense industry is struggling to keep up. According to the WSJ, the Pentagon has for some time (even before the war with Iran) been in talks with automakers such as GM $GM and Ford $F, but also with GE Aerospace and Oshkosh, about whether they could, if necessary, quickly switch part of their capacity to...
Read more
Zobrazit další komentáře
This is actually good news for investors who own stocks like $LMT. Defense spending will be higher for some time now, and I think there's a good opportunity to profit from that.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
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Bank of America opens 2026 with its strongest EPS in nearly 20 years
$ASML: A monopoly that just confirmed its throne
There are companies that are good, companies that are great. And then there’s ASML — a company without which modern civilization literally cannot manufacture chips. No other company in the world can do what they do. And the results for 2025 only confirmed that.
...Read more
Zobrazit další komentáře
ASML has a great position, sure, but semiconductors are an extremely cyclical business influenced by a lot of external factors — geopolitics, various export bans, and whether customers like TSMC or Samsung are willing to pour billions into new fabs. And one more thing occurs to me: if chip performance started being pushed more by packaging, chiplets, and smarter architecture instead of ever-smaller transistors, ASML might not be as indispensable as it seems today.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
ASML starts 2026 like a cash machine built for AI
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12% yield on asset‑backed loans: value play or yield trap?
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