Ettore Mihaili – eToro Popular Investor | Strategie und Performance

Niederlande

China caput mundi? All eyes are on Trump and his oligarchs meeting with Chinese officials, the market reacted positively and then suddenly retraced as the event takes place. Why the sudden shift of mood? As usual, I believe the answer is "uncertainty". When investors don't know what's... Mehr anzeigen Übersetzen

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🫧 Some housekeeping 🫧 In the past months, we opened some minor positions on $FTNT (Fortinet Inc) , $DDOG (Datadog Inc) and $CRWD (Crowdstrike Holdings) . The thesis was simple: As AI hype spreads and software stocks are demolished, few key players remain irreplaceable and foundational to software... Mehr anzeigen Übersetzen

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$PLTR (Palantir Technologies Inc.) , 85% YoY growth but 10% stock price correction. What the hell is going on here? This behavior might sound absurd to most investors, especially after seeing stocks like $INTC (Intel) rallying 25% after a mediocre 7% revenue growth. What is the market even thinking... Mehr anzeigen Übersetzen

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I'm alive and still kicking. I received concerned messages both on LinkedIn and here on the platform, I'm sorry for my recent absence. Quoting Mark Twain: "rumors of my death have been greatly exaggerated". (thank you @Akatri , @Tyerhi , @CHudo8 and all the people who reached out.) I... Mehr anzeigen Übersetzen

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3Mon.

On Holdings crashed 30% this month, this deserves a honest discussion about the mid-term future of the company given our meaningful allocation The main catalysts are two: - lower growth guidance in the 23-25% range compared to 30%+ in 2025 - sudden resignation of CEO Martin Hoffman announced yesterday As... Mehr anzeigen Übersetzen

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3Mon.

I’m off to Japan for a couple weeks ✨ Expect less posts in the meantime, unless we have important things to discuss or interesting events that I want to share with you regarding the markets I’ll share some thoughts before the plane takes off, I’ll keep it general and broad since there are just some... Mehr anzeigen Übersetzen

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$ONON (On Holding AG) delivered, the market shaved 10% valuation. Why? It is tricky to pinpoint it to a specific reason, the short version is that the prudent guidance of 23% growth spooked investors and algorithms and Forex exchange is hitting the Net Income. While On dropped 10.5% (was -15% at some... Mehr anzeigen Übersetzen

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𝗡𝗼𝘁 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗶𝘀 𝘄𝗼𝗿𝘁𝗵 𝗵𝗮𝘃𝗶𝗻𝗴 𝗮𝗻 𝗼𝗽𝗶𝗻𝗶𝗼𝗻 𝗼𝗻. I've been silent for a while, some people reached out on LinkedIn and Telegram asking me why I wasn't posting and if everything was fine. Let's address this openly. This past week has been quite eventful,... Mehr anzeigen Übersetzen

Ettore Mihaili einen Beitrag via Ettore Mihaili geteilt

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I wanted to write a well thought piece but ended up having a busy schedule. Just a quick reminder to disconnect from the media It’s not the Citrini Report, it’s not the 15% tariff, it’s not the Anthropic $IBM (International Business Machines Corporation (IBM)) ”killer” that can understand and refactor... Mehr anzeigen Übersetzen

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