Michele Cesari
Michele Cesari @Mexploder

Výkonnost
Vše

8.81%2026
2026
21.36%2025
2025
22.79%2024
2024
38.44%2023
2023
-36.56%2022
2022
23.42%2021
2021
80.87%2020
2020
-11.58%2019
2019
80.9%0%-80.9%
Diskuse
Michele Cesari
Michele Cesari
Itálie
8d
𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭, 𝐌𝐞𝐭𝐚, 𝐀𝐢𝐫𝐛𝐮𝐬: 𝐞𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐩𝐮𝐭 𝐭𝐡𝐞 𝐭𝐡𝐞𝐬𝐞𝐬 𝐭𝐨 𝐭𝐡𝐞 𝐭𝐞𝐬𝐭 Three names I hold for different reasons all reported on the same evening. Here's what I take away, and whether the theses hold up. $MSFT (Microsoft) confirmation without ambiguity. Revenue... Zobrazit více Přeložit
Michele Cesari
Michele Cesari
Itálie
23d
𝗔𝗦𝗠𝗟 — 𝘄𝗵𝗲𝗻 𝗺𝗼𝗻𝗼𝗽𝗼𝗹𝘆 𝗺𝗲𝗲𝘁𝘀 𝘁𝗵𝗲 𝘀𝘂𝗽𝗲𝗿𝗰𝘆𝗰𝗹𝗲 Q2 earnings just dropped, and the numbers speak for themselves: 📊 Revenue €9.3B (+21% YoY), above expectations 📊 EPS €7.59 vs €6.99 expected 📊 Gross margin at 54% But the number that really matters is another one: 2026... Zobrazit více Přeložit
Michele Cesari
Michele Cesari
Itálie
29d
𝐋𝐨𝐧𝐠 𝐜𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐬, 𝐬𝐡𝐨𝐫𝐭 𝐧𝐨𝐢𝐬𝐞: 𝐡𝐨𝐰 𝐈 𝐫𝐞𝐚𝐝 𝐭𝐡𝐢𝐬 𝐰𝐞𝐞𝐤 Beneath this week's chip sector volatility there's something worth paying more attention to than the price moves themselves: $AVGO (Broadcom Inc) extended its agreement with $AAPL (Apple) through 2031 for... Zobrazit více Přeložit
Michele Cesari
Michele Cesari
Itálie
2měs.
𝗛𝗼𝗿𝗺𝘂𝘇 𝗱𝗲𝗮𝗹, 𝗱𝗲-𝗲𝘀𝗰𝗮𝗹𝗮𝘁𝗶𝗼𝗻, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗱𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲 𝗼𝗳 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 Late Friday brought one of those headlines that genuinely shifts the macro backdrop: the United States and Iran have reportedly reached a deal to end the conflict and reopen the Strait of Hormuz,... Zobrazit více Přeložit
Michele Cesari
Michele Cesari
Itálie
2měs.
Upraveno
𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐍𝐨𝐰: 𝐓𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭 𝐰𝐚𝐬 𝐰𝐫𝐨𝐧𝐠. For months, ServiceNow was treated by the market as a victim of AI: the dominant narrative claimed that artificial agents would replace workflow software, making platforms like $NOW (ServiceNow Inc) obsolete. The stock dropped over 60%. A... Zobrazit více Přeložit
Michele Cesari
Michele Cesari
Itálie
3měs.
𝐍𝐯𝐢𝐝𝐢𝐚 𝐯𝐚𝐥𝐢𝐝𝐚𝐭𝐞𝐬 𝐭𝐡𝐞 𝐜𝐲𝐜𝐥𝐞: 𝐀𝐈 𝐢𝐬 𝐧𝐨 𝐥𝐨𝐧𝐠𝐞𝐫 𝐚 𝐩𝐫𝐨𝐦𝐢𝐬𝐞 Nvidia's results last Wednesday did something very few earnings reports manage to do: they brought everything back into focus. It had been a difficult week — long-term Treasury yields were touching levels... Zobrazit více Přeložit
Michele Cesari
Michele Cesari
Itálie
3měs.
𝑨𝑰 𝒊𝒔 𝒃𝒓𝒐𝒂𝒅𝒆𝒏𝒊𝒏𝒈: 𝒄𝒍𝒆𝒂𝒓 𝒔𝒊𝒈𝒏𝒂𝒍𝒔 𝒇𝒓𝒐𝒎 𝒄𝒉𝒊𝒑𝒔 𝒕𝒐 𝒄𝒍𝒐𝒖𝒅 The line that stuck with me most this week came from Lisa Su, $AMD (Advanced Micro Devices Inc) 's CEO: "AI demand is broadening, not narrowing." That's not analyst-call rhetoric — it's... Zobrazit více Přeložit
Michele Cesari
Michele Cesari
Itálie
3měs.
𝐀𝐈 𝐇𝐚𝐬 𝐒𝐭𝐨𝐩𝐩𝐞𝐝 𝐏𝐫𝐨𝐦𝐢𝐬𝐢𝐧𝐠. 𝐍𝐨𝐰 𝐈𝐭 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐬 𝐑𝐞𝐯𝐞𝐧𝐮𝐞. There are moments when a technology stops being a bet and becomes infrastructure. This week, with earnings from Alphabet, Microsoft, Meta, and Amazon, that moment arrived with unusual clarity. Google Cloud grew... Zobrazit více Přeložit
Michele Cesari
Michele Cesari
Itálie
4měs.
Upraveno
𝗔𝗜 𝗜𝘀𝗻'𝘁 𝗪𝗮𝗶𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗣𝗲𝗮𝗰𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗚𝘂𝗹𝗳 This week the market kept its eyes fixed on the Strait of Hormuz. The US-Iran truce was extended by a few days at Pakistan's request, Brent hovered around 98 dollars, and sentiment swung violently between fear and relief within... Zobrazit více Přeložit
Michele Cesari
Michele Cesari
Itálie
4měs.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗹𝗼𝗼𝗸 𝗮𝗵𝗲𝗮𝗱: 𝗮𝗹𝗹-𝘁𝗶𝗺𝗲 𝗵𝗶𝗴𝗵𝘀 𝗮𝗺𝗶𝗱 𝘁𝗵𝗲 𝗰𝗿𝗶𝘀𝗶𝘀 This week was dominated by the US-Iran war and the closure of the Strait of Hormuz — an event the IEA described as the largest oil supply disruption in modern history. Yet within days, the announcement of a conditional... Zobrazit více Přeložit

O mně Michele Cesari
Itálie
Strategie: Hodnota

Long-term investor on wide-moat compounders at fair prices. No leverage, no shorts.
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