Bulios: Social investing platform

🔥 FICO is down about 20% today. What happened and is the investment thesis changing? $FICO

Lululemon $LULU has delivered another set of disappointing results, and the stock is down about 17% today. Since the start of the year, it's already down over 40%, and since the beginning of 2025, it's off nearly 70%.

📊 August Jobs Report: Stronger Than Expected, But Not Overheating

The U.S. labor market delivered a solid surprise today, with job growth significantly exceeding expectations while unemployment remained stable.

🔹 Nonfarm Payrolls: +162K vs +55K expected…

S&P 500 $^GSPC is changing its composition and it shows what the market now considers the future and what the past.

Starting Monday, September 21, the index will replace three new companies: Bloom Energy $BE, Illumina $ILMN and Everpure $P. Out go Molson Coors $TAP, Builders FirstSource $BLDR and The Trade Desk $TTD, which will move to the smaller SmallCap index.

The most interes…

🔥 I made a change in a $95,000 portfolio

I decided to sell one stock and at the same time opened a new position.

In the video I explain why I removed the original company, what I bought instead, and where I want to direct the new capital next.…

🔄 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:…

Next Week's Game Plan 🎯

🗓️US Macro Calendar Next Week (September 7, 2026) – Key Events for Market🗓️

➡️Monday: Labor Day.…

📉 INTUIT $INTU = UNDERVALUED COMPANY, BUT CERTAINLY NOT HEALTHY! ❌

Intuit has another quarter behind it in which it beat Wall Street expectations. At the same time, after a significant drop, the stock has reached a valuation that I already find quite interesting.

Still, I have one fundamental problem.…

📊 Weekly Portfolio Update | Week Ending Sept. 4 Another week in the books. Here's an honest look at how my portfolio performed versus the market. Portfolio: -0.8% 🔴 S&P 500: +0.1% I underperformed the index by 0.8% this week, mainly due to weakness across several growth and enterprise software names. While it's never fun seeing red, a single week doesn't change my…

So Tesla is down today.

$TSLA stock is down 6% after Thursday's unveiling of the Cybercab robotaxi and the start of a review of this model.

The Cybercab doesn't have a permanently attached steering wheel, pedals, or mirrors. So is it really safe? That's the question.…

🇺🇸 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…

🔐 Zscaler $ZS caps off FY2026 with another strong quarter, reinforcing why Zero Trust remains one of the most important cybersecurity trends of the AI era.

Key highlights from the quarter:

✅ Revenue grew 25% year-over-year for FY26.…

Today I closed call options on $SPY. I entered the trade yesterday on a bounce off the 760 support. Profit 146%.

Although September is historically the worst month for stocks, it now looks like this year could be an exception. The overall chart setup is very positive. If the Fed does not raise rates, we may indeed see solid growth by the end of the year.

🚀 TOP 7 STOCKS FOR SEPTEMBER

New month = new selection of stocks that make the most sense to me at today's prices.

In the video, I picked 7 companies where I see a combination of quality, growth, and still interesting valuation.…

🚀 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…

We are starting to see rotation on the market from chips into software 🔄 The best current examples are Broadcom and Snowflake.

Broadcom $AVGO reported Q3 FY26 results, 56% of the company is now AI, chip business fell to 14% of revenue.

Q3 FY2026:

- Revenue $29.6 billion (+86% year-over-year)…

Snowflake $SNOW has delivered very good results and the stock is reacting with a rise of more than 20%.