Robert Cerny
Robert Cerny @Robert_Cerny

Ydeevne
Alle

12.33%2026
2026
25.79%2025
2025
-2.02%2024
2024
20.44%2023
2023
-16.82%2022
2022
25.8%0%-25.8%
Robert Cerny
📜 Morning Recap📜 🕊️ Trump-Xi summit continues despite geopolitical tensions The meeting between President Trump and Chinese President Xi in Beijing is set to go ahead as planned, even as global markets watch the growing risk of conflict in the Middle East. It’s a reminder for investors that diplomacy... Vis Oversæt
Robert Cerny
📜 Morning recap 📜 🚀 SpaceX, Anthropic and a new wave of strategic alliances Elon Musk said that SpaceX has signed a deal with Claude AI developer Anthropic. This is another sign that space infrastructure and cutting-edge AI models are starting to be strategically connected. For investors, it is... Vis Oversæt
Robert Cerny
📜 Morning Recap📜 🚀 Alphabet accelerates in AI race Alphabet is strengthening its position in AI infrastructure and, according to analysts, is getting closer to competing with Nvidia in the long term in terms of valuation. The market is especially watching the growth of cloud services, its own AI... Vis Oversæt
Robert Cerny
📜 Morning Recap📜 🧩 Nvidia: Share in China drops to zero The CEO of Nvidia said that the company's market share in China has dropped to zero. For investors, this is a reminder of how quickly the geopolitical environment around AI chips is changing — and how export restrictions and local competition... Vis Oversæt
Robert Cerny
📜 Morning Recap📜 📉 Powell warns of growing uncertainty The head of the US central bank said that the economic environment remains uncertain and investors should expect higher volatility. For markets, this is a reminder that monetary policy will continue to be guided by data, not a predetermined scenario. 🏦... Vis Oversæt
Robert Cerny
👀 7,500 followers - Thank you! 👥️ 6 copywriters - Thank you! I appreciate everyone who follows, copies and supports me on my investment journey. Your trust is a commitment and motivation for me. 📈 My portfolio is doing well: - YTD growth: +7.63% - Beating SWDA.L +5.05% - Beating S&P 500 +5.42% -... Vis Oversæt
Robert Cerny
🧠 INVESTMENT STRATEGY 🧠 “Investing is not a sprint, it’s a marathon. Wealth is built through patience, discipline and a focus on quality.” 🔍 About me: I am a long-term investor focused on high-quality companies with a dominant market position and a strong competitive advantage. I believe in the... Vis Oversæt
Robert Cerny
📜 Morning Recap📜 📈 Amazon confirms the strength of demand for AI Amazon’s record orders show that the company’s investment in artificial intelligence is having a clear return. The growth in demand for computing power and AI services supports the company’s long-term strategy to expand its infrastructure... Vis Oversæt
Robert Cerny
📜 Morning Recap📜 💸 Netflix approves $25 billion buyback Netflix announced one of the largest buybacks in its history. For investors, this is a signal of management's strong confidence in the long-term profitability of streaming and its ability to generate stable cash flow. In an environment... Vis Oversæt
Robert Cerny
📜 Morning Recap📜 🖥️ Amazon launches desktop AI agent for businesses Amazon is expanding its ambitions in the field of enterprise AI with the launch of a desktop agent focused on automating corporate workflows. For investors, this is another signal that big players are moving from mere models to fully... Vis Oversæt

Om Robert Cerny
Tjekkiet
Strategi: Værdi

Hi, my name is Robert, I consider myself a value investor, I like to analyze companies.
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