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Vogi Stocks

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Market update

We think we’re in a wartime economy and have been seeing amazing returns as a result. Check out our latest blogs about technological determinism and the probable future outcomes of AI to understand why we think that and how we’re positioned.


The second space race is on. NASA recently said they’re fast racking plans to build nuclear reactors on the moon by 2030. This comes after a year of multiple humanless moon landings, geopolitical tensions, golden dome talks and solving the energy crisis.


Today, Disney beat earnings. I was a Disney plus subscriber up until yesterday and it wasn’t by design. I got charged 8.99 instead of 2.50 for the first time in 6 months last week and when I tried to cancel my subscription, I received an error code each time. Finally I went into the painstaking live chat and got my subscription cancelled and refunded but had me…


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Busch earnings and beer sector analysis

Found this interesting: https://www.tradingview.com/news/DJN_SN20250731004098:0/


AB InBev reported earnings and stock went down its most since Covid. The ceo was saying that young people from Covid are going out less than previous generations and ages 21-23 saw less demand, but once they aged past this range demand normalized. He also said demand is normalizing compared to pre Covid levels despite changes to social behaviour. He mentioned sales in china and Brazil were down more than expected, which is likely indicative of a larger trend between these countries’ trade. There’s massive demand for non-alcoholic versions of originally alcoholic beverages up 33%. The ceo said this was from non-alcoholic beverages improving in taste, but over the last 2-3 years we’ve been noticing a strong trend towards non-alcoholic versions of beer and wine indicating consumer demand is the driving force behind the improvements in this growing trend.


Typically these companies are safer during uncertainty…

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