الأداء
الكل

23.40%2026
2026
23.15%2025
2025
47.88%2024
2024
70.65%2023
2023
-24.24%2022
2022
6.55%2021
2021
17.26%2020
2020
70.7%0%-70.7%
Maximilian Heitsch
The misconception: gold protects you from chaos. In this cycle, it trades like confidence, not fear. Long-term flows chase productivity and scale, not insurance stories. Volatility is a feature, not a hedge. $GOLD $GOOGL (Alphabet Inc Class A) ترجم
Maximilian Heitsch
Markets aren’t rewarding themes. They’re rewarding follow‑through. Real demand, sustained capex, and incentives aligned with long‑term users beat narratives every cycle. That’s why execution keeps winning quietly. $GOOGL (Alphabet Inc Class A) ترجم
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GOOGL
Alphabet Inc Class A
323.97
-0.35 (-0.11%)
Maximilian Heitsch
💥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐨𝐯𝐞𝐬 - February, 7 Hi everyone! If you missed the past day in markets, here’s a clear recap of what mattered across the portfolio and the bigger picture. The broader market rally continues, but the divisions are getting sharper. Leadership remains narrow, with investors rewarding... عرض المزيد ترجم
Maximilian Heitsch
$BTC has been declared dead 461 times. If you invested $100 each time, you'd have $68,322,249 today. - This is not investment advice, for education purposes only | Capital at risk | Past performance does not guarantee future results ترجم
Maximilian Heitsch
The mistake is treating AI capex like a margin problem. It’s a control-of-infrastructure cycle. Short-term pain is how long-term pricing power is built. Earnings wobble. Moats widen. $AMZN (Amazon.com Inc) $GOOGL (Alphabet Inc Class A) ترجم
Maximilian Heitsch
In this phase, scale isn’t the edge. Discipline is. The operators who fund AI with real cash flow, protect margins, and align spend with returns keep compounding while others explain. Execution beats narratives. $META (Meta Platforms Inc) $AMZN (Amazon.com Inc) ترجم
Maximilian Heitsch
💥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐨𝐯𝐞𝐬 - February, 6 Hi everyone! If you missed the past day in markets, here’s a clear recap of what mattered for portfolio names and the broader tape. Meta was back in focus as investors weighed its current positioning. The key themes remain monetization discipline, AI‑driven... عرض المزيد ترجم
Maximilian Heitsch
The AI race just pivoted. Model quality is table stakes. Markets are now pricing distribution and capex discipline. Those who scale usage without bleeding cash win. The rest get punished early. $GOOGL (Alphabet Inc Class A) $AMZN (Amazon.com Inc) ترجم
Maximilian Heitsch
💥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐨𝐯𝐞𝐬 - February, 5 Hi everyone! If you missed the past day in markets, here’s a clean recap of what mattered across crypto, tech, and macro. Bitcoin slid to a fresh 15‑month low, with analysts flagging a possible move toward the $38,000 area. The pressure isn’t just price‑driven... عرض المزيد ترجم
Maximilian Heitsch
The AI trade is narrowing. Model hype is stalling, infrastructure keeps getting funded. Compute expectations wobble, but power, cooling, and memory stay bid. Capital is choosing picks over promises now. $AMD (Advanced Micro Devices Inc) $GOOGL (Alphabet Inc Class A) $SMCI (Super Micro Computer,... عرض المزيد ترجم

نبذة Maximilian Heitsch
ألمانيا
استراتيجية: النمو

🚀 Long tech. & industry leaders 🏆 22% p.a. CAGR since 2020 💰 Copy min $1k for 6+ months
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