Vivien Cosculluela
Vivien Cosculluela @Cos_viv

Performance
All

20.58%2026
2026
19.53%2025
2025
27.04%2024
2024
35.67%2023
2023
-2.31%2022
2022
35.7%0%-35.7%
Vivien Cosculluela
IONQ IS BUYING CYBERSECURITY FOR UP TO $1.3 BILLION. WHY DID ITS STOCK FALL? Good afternoon, everyone. IonQ announced today it will acquire cybersecurity specialist Elisity in an all-stock deal worth up to $1.3 billion. Its shares fell as investors weighed another expensive acquisition. The surprising... Show More
Vivien Cosculluela
GOOGLE JUST COMMITTED TO 3.6 GIGAWATTS OF CONSTELLATION POWER — AND NUCLEAR IS THE KEY Good afternoon, everyone. Constellation Energy shares surged today after Google signed one of America’s largest corporate power agreements, covering 3.59 gigawatts of electricity for its expanding digital infrastructure. The... Show More
Vivien Cosculluela
SAMSUNG FORECAST $80 BILLION IN QUARTERLY PROFIT. WHY DID ITS SHARES FALL? Good afternoon, everyone. Samsung today forecast 107.4 trillion won, approximately $80 billion, in third-quarter operating profit. That is nearly nine times last year’s figure, yet its shares fell about 2.4%. The disconnect... Show More
Vivien Cosculluela
Two very different businesses. One investment decision. We’ve just added to $UBER (Uber Technologies Inc.) and $RMS.PA (Hermes International) (Hermès). At first glance, these companies have almost nothing in common. One gets you home after a night out. The other sells handbags that people are willing... Show More
Vivien Cosculluela
WEBULL JUST LOST A QUARTER OF ITS VALUE — AND THE PROBLEM ISN’T EARNINGS Good afternoon, everyone. Webull shares plunged today after a bipartisan House committee concluded that the brokerage’s structural ties to China pose a national-security risk to U.S. finance. The market reaction was brutal: $BULL... Show More
Vivien Cosculluela
GOOGLE JUST COMMITTED TO 3.6 GIGAWATTS OF CONSTELLATION POWER — AND NUCLEAR IS THE KEY Good afternoon, everyone. Constellation Energy shares surged today after Google signed one of America’s largest corporate power agreements, covering 3.59 gigawatts of electricity for its expanding digital infrastructure. The... Show More
Vivien Cosculluela
SCHNEIDER ELECTRIC JUST MADE ITS BIGGEST BET EVER — AND INVESTORS WIPED 10% OFF THE SHARES Good afternoon, everyone. Schneider Electric agreed today to buy industrial software maker PTC for $22.6 billion in cash, its largest acquisition ever. The $205-per-share offer values PTC at a 42% premium to Friday’s... Show More
Vivien Cosculluela
NIKE’S TURNAROUND JUST GOT LONGER — AND CHINA IS NOW THE BIGGEST WARNING SIGN Good afternoon, everyone. Nike shares fell today after the company warned that fiscal 2027 revenue will decline by a high-single-digit percentage, exposing how difficult its turnaround remains. Quarterly revenue fell 4%... Show More
Vivien Cosculluela
ACCENTURE JUST JUMPED 23% — BECAUSE AI MAY BE HELPING CONSULTANTS, NOT REPLACING THEM Good afternoon, everyone. Accenture shares surged 23% today after quarterly results challenged one of the market’s most persistent AI fears: that artificial intelligence will destroy the consulting business. Instead,... Show More
Vivien Cosculluela
HPE JUST LANDED A $1.2 BILLION ORDER FOR AMD’S ANSWER TO NVIDIA’S AI RACKS Good afternoon, everyone. Hewlett Packard Enterprise shares jumped today after Vultr placed a $1.2 billion order for HPE’s AMD Helios AI Rack systems. It is the first order for the platform, which combines 72 AMD Instinct MI455X... Show More

About Vivien Cosculluela
Slovakia
Strategy: Value

A quiet investor with a simple, but efficient strategy.
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