Michael Jensen – Popular Investor eToro

Michael Jensen @GenesisGains

Výkonnost
0% Návratnost
Vše

2026

2025

2024

2023

37.1%0%-37.1%

Návratnost od počátku roku -1.44%

Návratnost 2 roky 28.11%

Prům.skóre rizika (posledních 7D)

Ziskové týdny 67.27%

Diskuse

Michael Jensen

Dánsko

10min

Hello, everyone If you’ve been following my updates over the past months, you know I’ve been warning that the AI trade was becoming extremely crowded. Not wrong — just overcrowded. And when positioning gets that one-sided, it doesn’t take bad news to trigger rotation. It just takes a shift in expectations. We’re... Zobrazit více Přeložit

Michael Jensen

Dánsko

Copier Update Hello everyone, As I outlined in my previous updates, I did not consider the rally in the $SPX500 and $NSDQ100 sustainable. It looked like relief rather than true conviction — especially since there was no meaningful shift in fundamentals to support a lasting breakout. For several sessions... Zobrazit více Přeložit

Michael Jensen

Dánsko

Hello, everyone Before we dive into today’s market update, I want to briefly follow up on last night’s copier note regarding the portfolio repositioning — because today delivered a textbook example of exactly why that strategy matters. Today $ADYEN.NV (Adyen NV) dropped 20% after earnings. Not because... Zobrazit více Přeložit

Michael Jensen

Dánsko

Copier update !!!!! Hello everyone, As you’ve probably noticed, I repositioned our portfolio yesterday and today. For my long-term copiers, this is nothing new. You’ve seen me do this before, and you know why. For newer copiers, however, it can feel uncomfortable to suddenly see several red positions... Zobrazit více Přeložit

Michael Jensen

Dánsko

Hello, everyone Yesterday’s Wall Street rally looked impressive at first glance, but underneath the surface, the picture remains fragile. Some confusion briefly came from Donald Trump calling a past nomination involving Kevin Warsh a “mistake.” In context, this was not a reversal on Warsh, but Trump... Zobrazit více Přeložit

Michael Jensen

Dánsko

12d

Hello, everyone One thing stands out right now: the clustering of extreme market events. $SILVER collapsed over 30%, rebounding, then dropping double-digits again within hours. Now equities are showing similar stress patterns — not via headline crashes, but through violent internal rotations. Defensive... Zobrazit více Přeložit

Michael Jensen

Dánsko

14d

Hello, everyone Quietly and almost unnoticed, a rotation inside the AI trade has been unfolding — and it’s starting to matter. What’s breaking is not AI adoption, but the business model behind large language models. Since late 2022, the OpenAI-linked AI complex (Microsoft, $NVDA (NVIDIA Corporation)... Zobrazit více Přeložit

Michael Jensen

Dánsko

18d

Hello, everyone Yesterday’s pullback was driven by multiple pressures converging, not a single trigger. Alongside earnings-related volatility and failed breakouts at record highs, markets also reacted to rising geopolitical risk, with expectations growing that the U.S. could be preparing military action... Zobrazit více Přeložit

Michael Jensen

Dánsko

20d

Hello, everyone U.S. markets are currently navigating a highly unusual mix: a rapidly weakening dollar, $GOLD at $5,300, and equity indices pushing to record territory at the same time. The dollar index has fallen to its lowest level in four years and is now down more than 11% since January — a move... Zobrazit více Přeložit

Michael Jensen

Dánsko

22d

Hello, everyone If you step back and look at the last few days, it’s hard to ignore the signal flare. $GOLD is almost at $5,100, $SILVER flirting with $110 — these aren’t speculative spikes, they’re system alarms. Historically, moves like this don’t happen because everything is fine. They happen... Zobrazit více Přeložit