Bulios.com

📊Earnings season is heating up. $TSLA reports Wednesday after the bell, after deliveries fell 13% in Q1. $UNH $MMM - Tuesday $IBM $TSLA - Wednesday $LMT $INTC - Thursday $PG - Friday This week sets the tone for the rest of Q1 season. Which company are you watching the most?

$LLY Eli Lilly is paying up to $7B for Kelonia, a cancer biotech that treats patients with a single infusion instead of weeks of complex lab procedures.

Bank of America raised its $TSM TSMC price target to $500, stock now trades at $370. That's 35% upside.

Buffett held $382B in cash and bought nothing. Abel has been CEO for 4 months and already sold bonds, resumed buybacks, and invested his own salary into the stock.

$BRK.B is down -6.4% over the last year. S&P 500 returned +38% in the same period. - Sitting on $382B in cash with zero AI exposure - Ranked 10th by market cap, down from 6th in 2023 - New CEO Greg Abel resumed buybacks after a 21-month freeze Buy the patience or sell the lag?

@teslayoda Exactly. And most investors still think it’s a temporary supply blip. It’s not. We broke down why in the thread above 👆

@bulioscom Demand exceeding supply at TSMC isn't a temporary bottleneck — it's a structural reality that reshapes everything from geopolitics to investment strategy. The full story behind it is in Chip by Chip. amazon.com/dp/B0GWXSMGVC

@Tyrael21X That’s exactly the point. Iran officially announced it was open “under ceasefire” - partial, conditional, and reversible. Not normal. Not safe. That’s why the war premium didn’t fully disappear.

@bulioscom lol no, it isn’t open and never was since beginning of March.

6 S&P 500 stocks paying 6-10% dividends right now. $CAG 9.7% | $DOC 7.1% | $KHC 7.2% $GIS 7.0% | $MO 6.6% | $UPS 6.3% In a market built on growth hype, these yields quietly compound.

$INTC is trading at $68.50. Wall Street's average price target is $51.35. - Up 275% from its 52-week low of $18.25 low - Primary foundry partner for Terafab, Elon Musk's $25B AI chip project - Q1 earnings are coming on April 23 Buy $INTC ahead of earnings or wait for proof?

$GOOGL is up 123% over the past year. But Bulios Fair Price model shows 20% downside from here. - Google Cloud annual run rate just crossed $70B with operating margins above 30% - Forward P/E of ~22x, cheaper than Microsoft - EPS grew 25% last year Is $GOOGL still a buy?

The stock market has 6.6% median downside to fair value — slightly overvalued according to the FPI Market Index. See the full breakdown at fairpriceindex.com/market-index

$NFLX Netflix just reported Q1 2026 earnings. Revenue: $12.25B ✅ EPS: $1.23 ✅ Q2 EPS guidance: $0.78 ❌ Q2 revenue guidance: $12.57B ❌ Beat Q1 estimates, but weak Q2 guidance. Co-founder Reed Hastings also announced he is leaving the board in June.

🚨 Earnings season just got serious. $GS - Monday $JPM $JNJ $C - Tuesday $ASML $BAC - Wednesday $TSM $NFLX $SCHW - Thursday $STT $RF $ALLY - Friday All reporting against the most uncertain macro backdrop in years.

NEW VIDEO! Microsoft $MSFT is now 30% down from ATH, the biggest drawdown in years. Is this the opportunity that's too good to pass up? youtu.be/3IY-i2l2c-E?si…

@Goldfinger_17 GPUs are a real scarce resource. The question is whether $BIRD can actually get its hands on them.

@bulioscom This is clear Dotcom bubble ;))

$BIRD Allbirds made eco-friendly wool sneakers. Once valued at $4B, the stock had lost 99%. Last week it sold the shoe business for $39M and announced it will rent out GPU power to AI startups instead. Stock was over 600% in a single day. Has the AI boom really come to this?

$ASML is up 27% YTD, then beat revenue, beat profit, and raised guidance. - Q1 net sales €8.8B vs €8.5B expected - Net profit €2.8B vs €2.5B expected - 2026 revenue guide raised to €36–40B - China sales dropped to 19% Buying opportunity or priced to perfection?

$PEP PepsiCo just reported Q1 2026 earnings. Revenue: $19.4B ✅ EPS: $1.61 ✅ Revenue growth: +8.5% YoY ✅ N. America beverages volume: -4% ❌ Price cuts on Doritos, Lay's and Cheetos are working, North America food volumes grew for the first time in over two years.