Davide Semilia
Davide Semilia @DavideSemilia

Výkonnost
Vše

8.30%2026
2026
51.85%2025
2025
44.69%2024
2024
51.9%0%-51.9%
Davide Semilia
When the Index Lies: How 5 Stocks Can Hide a Falling Market Last week the S&P 500 hit a new high. But here is what almost nobody noticed: the percentage of stocks trading above their 50-day moving average dropped to 58%. A month ago it was 74%. This is called a breadth divergence, and it is one... Zobrazit více Přeložit
Davide Semilia
Senza dubbio la migliore operazione dell'anno! Ne ho vendute solo un po'. Che dite, ho fatto bene? $INTC (Intel) $NVDA (NVIDIA Corporation) $AMD (Advanced Micro Devices Inc) @DavideSemilia Přeložit
Nejedná se o investiční poradenství. Autor může mít finanční zájmy v uvedených nástrojích.
Davide Semilia
Davide Semilia
uzavřel/a kupní pozici $ INTC
Itálie
Ho appena chiuso la posizione con un profitto del 563.81% Přeložit
Nejedná se o investiční poradenství. Autor může mít finanční zájmy v uvedených nástrojích.
INTC
Intel
563.81%
Obchodní příběh
Davide Semilia
Retail Investors Just Bought the Most Chips Since 2021. $3.2 billion in a single week. That's how much retail money poured into semiconductor stocks over the past five trading days, the highest inflow since the meme stock era. And if that doesn't make you nervous, it should. Here's what... Zobrazit více Přeložit
Davide Semilia
Copper Just Did Something Oil Never Could $5.23 a pound. That's where copper closed last week, flirting with its all-time high while missiles fly over the Strait of Hormuz and diplomats in Geneva accomplish nothing. Think about that for a second. Every other commodity is zigzagging on geopolitical... Zobrazit více Přeložit
Davide Semilia
Corporate buybacks are hiding an earnings recession in plain sight S&P 500 earnings per share grew 8% last quarter. Sounds healthy, right? Now remove the effect of share buybacks and that number drops to 2%. Wall Street celebrates EPS beats while ignoring that companies spent over $230 billion... Zobrazit více Přeložit
Davide Semilia
Owning 30 stocks doesn't make you diversified You've heard it a thousand times: just buy more stocks and you'll be safe. Spread your money across 30 names and sleep well at night. It sounds logical. More stocks, less risk. Your finance professor probably drew a chart showing how volatility... Zobrazit více Přeložit
Davide Semilia
95% of One Material. One Country. Your Portfolio Cares. 95%. That's how much of the world's rare earth processing happens in one country. Not oil. Not semiconductors. Rare earths — the minerals inside every iPhone, every F-35 fighter jet, every Tesla motor. China doesn't just mine them.... Zobrazit více Přeložit
Davide Semilia
The Oil Market Has a Plumbing Problem Nobody Sees Three weeks ago it took roughly 500 contracts to move crude a tick. Today that number is closer to 150. Let that sink in. Since the US-Iran conflict escalated, something quieter than missiles has been wrecking the oil market: traders are simply walking... Zobrazit více Přeložit
Davide Semilia
You're still waiting for that stock to hit your buy price again You bought $NVDA (NVIDIA Corporation) at 145 last spring. It dropped to 98. You told yourself you'd average down at 90. It never got there. Now it's back at 152 and you're sitting on the sidelines, furious, because your... Zobrazit více Přeložit

O mně Davide Semilia
Itálie
Strategie: Růst

Stock investor | Mid & Long-term strategies
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