BullOrBSBullOrBS

AI-POWERED STOCK ANALYSIS · CANADA & US

Call the Bull. Expose the BS.

AI audits popular stock picks and scores them 1–10. Every claim checked. Every source cited. No paywall.

MARKET MOVERS

NEWSTECHApr 13

When AI Chips Run Out: Why Control of Demand Is the New Control of Everything

As AI compute becomes the bottleneck in tech, a decades-old theory about platform power is facing its biggest test yet. The company that controls who gets access to chips—not just who makes them—might win the next era of the internet.

NEWSM&AApr 13

Canada's Growth Fund Bets $113M on Quebec's Graphite Play

Canada Growth Fund is putting US$82 million (C$113 million) into Nouveau Monde Graphite through a private placement deal [1]. The investment signals confidence in Quebec's graphite sector as demand for the material continues to reshape resource markets.

NEWSDEFENSEApr 13

The $1 Trillion Defense Budget Is Here to Stay—But Congress Isn't Sure How to Pay for It

The chair of the House Armed Services Committee says trillion-dollar defense budgets are now the 'new normal,' but the administration's military space priorities depend on budget maneuvers that may not stick around. With reconciliation less certain, the path to sustaining these spending levels is getting murkier.

NEWSGEOPOLITICSApr 12

Peace Talks Collapse in Islamabad—Trump Announces Naval Blockade as Oil Futures Spike 7%

After 21 hours of face-to-face negotiations in Pakistan, the U.S. and Iran walked away from the table with no deal on Sunday, April 12 [1]. Hours later, Trump ordered the U.S. Navy to immediately blockade the Strait of Hormuz—a chokepoint carrying roughly 20% of global seaborne oil [2]—triggering oil futures to jump approximately 7% on weekend trading [3]. The blockade threatens not just energy, but helium for semiconductors, fertilizer for spring planting, and aluminum production [4].

ROASTSPYMApr 4

SPYM: The Cheapest S&P 500 ETF — But Is Dirt-Cheap Really Worth It Right Now?

SPYM is State Street's ultra-low-cost S&P 500 index ETF (0.02% MER) tracking 500+ large-cap US companies. It's the cheapest option available, but recent losses and heavy concentration in mega-cap tech raise questions about timing and diversification.

HOW WE CALL BS

01

We Read It

Someone says "buy this stock." We pull the receipts.

02

We Test It

AI runs the numbers. Every claim gets fact-checked.

03

You Decide

Full reasoning published. No paywall. No "trust me bro."

Smarter analysis, every week.

AI-driven research delivered free. Full reasoning, no paywall.

By subscribing, you agree to our Privacy Policy and consent to receiving emails from BullOrBS. Unsubscribe anytime.

No spam. Unsubscribe anytime.