If anyone still hoped that the "AI capex wave" would start to slow, the quarterly results of the big four likely proved them wrong. Microsoft, Amazon, Meta and Alphabet overnight added roughly $55 billion to this year's plans, and the combined capital expenditures of hyperscalers on AI infrastructure rose from an estimated $670 billion to about $725 billion just for 2026!
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... Read more
Trump has decided not to continue large bombing campaigns, but to "tighten the screws" through the economy — according to the WSJ, the U.S. Navy is to long-term block ships bound to and from Iranian ports, even if the fighting itself calms down for a time. In practice this means the conflict could spill over into a protracted naval blockade: the U.S. will continue to choke off... Read more
My guess — it will go like this: Since there is no simple solution and the only option that could resolve it is full of many "buts" and far from reliable, it will be exactly what Donald swore he wouldn’t do (get into a war). So what the U.S. wanted least will happen — a full-scale invasion will have to follow, like back then in Iraq. But that is extremely expensive, and just as Donald would like to shift part of the costs onto the EU (well, when he involved Israel he didn’t ask the EU and NATO for their opinion), so that will happen; however, if the unelected EU bureaucrats have even a little of what is called "guts," they’ll give Donald and the Republicans a proper dressing-down and all their tricks with tariffs and everything they call MAGA (in reality it’s nothing other than an attempt to make everyone except them pay the bill for the U.S.'s problems) will be swept off the table.
UPS pivots its strategy and believes in a return to growth $UPS
UPS is undergoing a major transformation that doesn't look good at first glance - revenues and profits are down year over year. The company is deliberately stepping back from its cooperation with Amazon because that business was high-volume but low-margin.
Portfolio under the microscope: Closing the $ARM position – an exemplary trade 📈
Just three days ago I shared the activation of a trailing stop-loss on my position in $ARM at a price of $218. The initial stop was set at my original target of $175.
If anyone still hoped that the "AI capex wave" would start to slow, the quarterly results of the big four likely proved them wrong. Microsoft, Amazon, Meta and Alphabet overnight added roughly $55 billion to this year's plans, and the combined capital expenditures of hyperscalers on AI infrastructure rose from an estimated $670 billion to about $725 billion just for 2026!
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About a third of that is for memory, and it’s far from certain that CAPEX won’t be increased further due to rising prices.
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...
Read more
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Is the King of Communications Finally Losing Its Crown?
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Alphabet | Q1 2026: Revenue grows 22%, cloud adds +63%
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Microsoft | Q3 2026: Revenue grows 18% and Azure accelerates 40%
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Meta | Q1 2026: Revenue up 33%, profit dragged by one-off tax and shares down 7%
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Amazon | Q1 2026: Revenue Grows 17%, AWS Accelerates and Margins Continue to Strengthen
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Qualcomm | Q2 2026: Revenue down, core profit slightly below last year, but stock up 12%
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SoFi | Q1 2026: Shares fall 13% despite record sales and sharp profitability growth
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Kratos: a front‑row bet on “affordable mass”, with margins still stuck in prototype mode
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TOP 6 companies that have increased the dividend for over 25 years in a row
Trump has decided not to continue large bombing campaigns, but to "tighten the screws" through the economy — according to the WSJ, the U.S. Navy is to long-term block ships bound to and from Iranian ports, even if the fighting itself calms down for a time. In practice this means the conflict could spill over into a protracted naval blockade: the U.S. will continue to choke off...
Read more
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My guess — it will go like this: Since there is no simple solution and the only option that could resolve it is full of many "buts" and far from reliable, it will be exactly what Donald swore he wouldn’t do (get into a war). So what the U.S. wanted least will happen — a full-scale invasion will have to follow, like back then in Iraq. But that is extremely expensive, and just as Donald would like to shift part of the costs onto the EU (well, when he involved Israel he didn’t ask the EU and NATO for their opinion), so that will happen; however, if the unelected EU bureaucrats have even a little of what is called "guts," they’ll give Donald and the Republicans a proper dressing-down and all their tricks with tariffs and everything they call MAGA (in reality it’s nothing other than an attempt to make everyone except them pay the bill for the U.S.'s problems) will be swept off the table.
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Visa Q2 2026: double‑digit growth from a tollbooth on global spending
UPS pivots its strategy and believes in a return to growth $UPS
UPS is undergoing a major transformation that doesn't look good at first glance - revenues and profits are down year over year. The company is deliberately stepping back from its cooperation with Amazon because that business was high-volume but low-margin.
...Read more
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Coca‑Cola Q1 2026: more volume, fatter margins, same old cash machine
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Portfolio under the microscope: Closing the $ARM position – an exemplary trade 📈
Just three days ago I shared the activation of a trailing stop-loss on my position in $ARM at a price of $218. The initial stop was set at my original target of $175.
...Read more
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Blackstone: a fee machine that looks pricey only if you ignore the model