$ADBE (Adobe Systems Inc)
أعزائي الناسخين،
أود أن أشارككم تحديثاً مهماً بشأن سهم Adobe (ADBE)، والذي يمثل ما يقارب 11% من المحفظة.
أعلنت الشركة عن نتائج مالية قوية للغاية للربع الثاني من عام 2026، حيث سجلت:
• إيرادات قياسية بلغت 6.62 مليار دولار.
• نمو سنوي بنسبة 13%.
• رفع التوقعات السنوية للإيرادات... عرض المزيد
Dear Copiers,
I would like to clarify an important point regarding the portfolio management approach during the month of June.
Although I have started using part of the available cash in the portfolio and began gradually buying some stocks that I believe have strong fundamentals, I am still approaching... عرض المزيد ترجم
أعزائي الناسخين،
أود توضيح نقطة مهمة بخصوص إدارة المحفظة خلال شهر يونيو.
رغم أنني بدأت باستخدام جزء من الكاش المتاح في المحفظة وقمت بالشراء التدريجي في بعض الأسهم التي أرى أنها ذات أساسيات قوية، إلا أنني ما زلت أتعامل مع السوق بحذر.
من وجهة نظري، من المحتمل أن يستمر شهر يونيو في حالة من الضعف أو التذبذب،... عرض المزيد
Dear Copiers,
I started the month of June with cash representing around 75% of the portfolio, as I believed the market was still exposed to volatility and downside risk. I preferred to wait rather than fully deploy capital in an unclear market environment.
After the recent market decline, I started... عرض المزيد ترجم
أعزائي الناسخين,
بدأت شهر يونيو بنسبة كاش تمثل 75% من المحفظة لأنني كنت أرى أن السوق ما زال معرضاً للتذبذب والهبوط، وكنت أفضل الانتظار بدل الدخول الكامل في وقت غير واضح.
بعد الهبوط الأخير الذي حصل في السوق، بدأت اليوم باستخدام جزء من هذا الكاش بشكل تدريجي، حيث قمت بتوظيف حوالي 60% من السيولة المتاحة... عرض المزيد
Dear Copiers and Profit Partners,
Over the past two trading sessions, the market has experienced a noticeable pullback across several AI and technology stocks, despite the fact that the underlying fundamentals of most of our holdings remain strong.
For this reason, we will continue to deploy capital... عرض المزيد ترجم
أعزائي الناسخين وشركاء الأرباح،
شهدت الأسواق خلال اليومين الماضيين تراجعاً ملحوظاً في عدد من أسهم الذكاء الاصطناعي والتقنية، رغم استمرار قوة الأساسيات التشغيلية لمعظم الشركات التي نمتلكها.
لهذا السبب سنكون أكثر حذراً في استخدام السيولة خلال اليومين القادمين وبداية الأسبوع المقبل، خصوصاً مع اقتراب صدور... عرض المزيد
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Sat Jun 13 2026 09:34:34 GMT+0000 (Coordinated Universal Time)