⚛️ $VST – the market still gives me an opportunity to keep building my position.
I started buying Vistra on May 13, 2026. Today it makes up approximately 3.7% of my portfolio, my average purchase price is $147.40, and at a price around $140 I am about 5% in the red.
But for me, that doesn't mean the investment isn't going according to plan. In long-term investing, I don't judge…
The US is preparing $4.2 billion for Vistra. The AI boom is starting to change American energy
Artificial intelligence has long ceased to be just a story about Nvidia, chips, or data centers. The larger the AI infrastructure that technology companies build, the more electricity they need. And energy, in my opinion, is becoming one of the most interesting parts of the whole AI…
Does bond scaremongering make sense, or is it just a false alarm? Let's finally answer it:
Interest rates like in 1987
On October 19, 1987, the Dow Jones fell 22.6% in a single day. It remains the worst day in Wall Street history. The yield on the ten-year US Treasury is over 5.2%. In February it was around 4.1%. This is exactly what 1987 looked like, when the yield shot up from…
Big news for the energy sector! ⚡ The U.S. government is reportedly planning to lend $4.2 billion to power producer Vistra to expand its nuclear power output.
Energy Secretary Chris Wright is expected to officially announce the financing, which aims to support efforts to "uprate" (increase output) at least three of Vistra’s four nuclear stations. This major move comes as…
Wells Fargo challenges AppLovin's key growth story
According to recent reports, Wells Fargo claims in its report that the acceleration of Pixel e-commerce adoption at $APP is largely an illusion. Between June and August the bank tracked the addition of 220 new websites with Pixel per week. In the last two weeks the pace jumped to 750-1,600 new websites per week, which at first…
🇺🇸 The latest U.S. jobs report just delivered another signal that the labor market is cooling.
Only 29,000 jobs were added in September, far below the roughly 84,000 expected, while unemployment increased to 4.2%. Even more importantly, July and August were revised downward by a combined 60,000 jobs.
Wage pressure is cooling as well. Average hourly earnings increased just 0.1%…
Rheinmetall $RHM.DE, in cooperation with Argotec, launched its first satellite to strengthen defence capabilities
Rheinmetall successfully launched its first satellite on 1 October using a SpaceX Falcon 9 rocket. This move marks the company's expansion into the space segment, where the satellite will serve to detect air threats and strengthen national security.
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