Mekel Haunsby
Mekel Haunsby @Luma_25000

الأداء
الكل

18.79%2026
2026
25.93%2025
2025
58.73%2024
2024
14.11%2023
2023
29.06%2022
2022
58.7%0%-58.7%
المناقشات
Mekel Haunsby
Mekel Haunsby
الدنمارك
2يوم
تم التعديل
📌 My Portfolio Strategy - 5 Sleeves Behind the Portfolio Over the next few months, I plan to write a more thorough series explaining how I think about my portfolio and the strategy behind it. My portfolio is not built around one idea, one sector or one “magic stock” It is built around five main sleeves... عرض المزيد ترجم
Mekel Haunsby
Mekel Haunsby
الدنمارك
2يوم
تم التعديل
📌 Discipline Matters More Right Now Last week, my eToro risk score was 7... 😬 It is currently back down to 6, and my aim is to bring it gradually towards 5 and keep it there. Not really a change in my long-term strategy, more an adjustment to the current market. I still plan to swing trade within... عرض المزيد ترجم
Mekel Haunsby
Mekel Haunsby
الدنمارك
5يوم
The AI gold rush is over! ⚡ To be clear: I do not mean that AI is over...! I mean the EASY phase is over... For a long period, almost anything connected to AI, chips, data centers, compute, automation or “future technology” could get rewarded simply because it smelled like part of the AI revolution. I... عرض المزيد ترجم
Mekel Haunsby
Mekel Haunsby
الدنمارك
10يوم
Today the market completely misread the Meta compute story. Meta reportedly wants to lease out excess AI compute capacity. A lot of investors heard: “No demand.” “Too much compute.” “AI bubble.” I heard something very different: Compute is becoming a business asset, almost a currency! ⚡ And if... عرض المزيد ترجم
Mekel Haunsby
Mekel Haunsby
الدنمارك
11يوم
تم التعديل
What are the warning signs that the AI rollout is easing off? 🚨 I think the AI CapEx cycle still has a lot of fuel left. The biggest companies in the world are still building data centers, buying chips, expanding compute capacity and fighting for AI dominance. That is why I am still in this trade... عرض المزيد ترجم
Mekel Haunsby
Mekel Haunsby
الدنمارك
16يوم
No one can see the future in a crystal ball. But I am making a clear guess: AI infrastructure and semiconductors may still run hot for the next 6 months. After that, I think valuation may start to matter much more. S&P 500 is around 27x earnings. Nasdaq 100 is around 36x earnings. That is not... عرض المزيد ترجم
Mekel Haunsby
Mekel Haunsby
الدنمارك
19يوم
Where is the AI race going??? $NVDA (NVIDIA Corporation) $AMD (Advanced Micro Devices Inc) $MU (Micron Technology, Inc.) $SNDK (Sandisk Corp/DE) $MRVL (Marvell Technology Group Ltd) ترجم
ليست نصيحة استثمارية. قد يكون لدى الكاتب مصالح مالية في الأدوات المذكورة.
It will run even harder
100.00%
It will slow down
100.00%
AI bubble trouble...
100.00%
94 الأصوات
Mekel Haunsby
Mekel Haunsby
الدنمارك
19يوم
تم التعديل
So I just threw all my available cash into the semiconductor crash today. A bit of stock-market acrobatics, I strengthened my positions in $SEMU.L (Amundi MSCI Semiconductors UCITS ETF Acc) $KRW.L (Amundi MSCI Korea UCITS ETF Acc) & $SOXL (Direxion Daily Semiconductor Bull 3X ETF) As Mr. Warren... عرض المزيد ترجم
Mekel Haunsby
Mekel Haunsby
الدنمارك
23يوم
So, approaching the first half of 2026, my account portfolio is up +28.43% in 2026 📈 Not every month has been easy, but dealing with innovative tech is bumpy. This is not a low-risk, no-volatility portfolio. But the reward is noteworthy compared with the major indexes: 💚 My account +28.43% 🟢 $SPX500... عرض المزيد ترجم
Mekel Haunsby
Mekel Haunsby
الدنمارك
27يوم
So I have decided to dive into deep space... 🚀 I just now placed 2.7% of my equity into $SPCX (Space Exploration Technologies Corp) It is only a minor position, but after thinking about it for a few days, I decided that SpaceX probably belongs in my portfolio. Not because I think it is cheap in any... عرض المزيد ترجم

نبذة Mekel Haunsby
الدنمارك
استراتيجية: النمو

📈 Growth & Innovation 💪 Intrinsic Value & Potential ❌ No Crypto, Shorts or Leverage
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مفتوح•10/07/26, 19:17
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INMD
INMD
مغلق•10/07/26, 18:38
▴1.26%
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INMD
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▴1.19%
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▴0.67%
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