David Diaco
David Diaco @davediaco

Performance
Alle

9.77%2026
2026
31.02%2025
2025
55.99%2024
2024
81.37%2023
2023
-49.74%2022
2022
13.30%2021
2021
69.36%2020
2020
26.54%2019
2019
-63.14%2018
2018
188.25%2017
2017
-18.03%2016
2016
6.80%2015
2015
-30.21%2014
2014
188.3%0%-188.3%
Themen
David Diaco
David Diaco
Italien
6 d
Morning everyone โ€” here are the moves that matter today. ๐—ฆ๐˜๐—ผ๐—ฝ-๐˜€๐—ฐ๐—ฟ๐—ผ๐—น๐—น ๐—ป๐˜‚๐—บ๐—ฏ๐—ฒ๐—ฟ: TSMC revenue is up ๐Ÿฏ๐Ÿฌ% ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ณ๐—ถ๐—ฟ๐˜€๐˜ ๐—ณ๐—ผ๐˜‚๐—ฟ ๐—บ๐—ผ๐—ป๐˜๐—ต๐˜€ ๐—ผ๐—ณ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ on AI demand. Thatโ€™s not โ€œAI hypeโ€ โ€” thatโ€™s real supply-chain revenue showing up. - $MU (Micron Technology, Inc.) โ€” my position... Mehr anzeigen รœbersetzen
David Diaco
David Diaco
Italien
7 d
๐Ÿ—๏ธ $๐—ก๐—ฉ๐——๐—”โ€™๐˜€ ๐—”๐—œ ๐—บ๐—ผ๐—ฎ๐˜ ๐—ถ๐˜€๐—ปโ€™๐˜ ๐—ท๐˜‚๐˜€๐˜ ๐—š๐—ฃ๐—จ๐˜€ ๐—ฎ๐—ป๐˜†๐—บ๐—ผ๐—ฟ๐—ฒ โ€” ๐—ถ๐˜โ€™๐˜€ ๐˜๐—ต๐—ฒ ๐—ฝ๐—น๐˜‚๐—บ๐—ฏ๐—ถ๐—ป๐—ด ๐—ฎ๐—ฟ๐—ผ๐˜‚๐—ป๐—ฑ ๐˜๐—ต๐—ฒ๐—บ. The new long-term partnership with $GLW (Corning Inc) is more important than it looks at first glance. Corning will expand US ๐—ผ๐—ฝ๐˜๐—ถ๐—ฐ๐—ฎ๐—น ๐—ฐ๐—ผ๐—ป๐—ป๐—ฒ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ถ๐˜๐˜† ๐—ฐ๐—ฎ๐—ฝ๐—ฎ๐—ฐ๐—ถ๐˜๐˜†... Mehr anzeigen รœbersetzen
David Diaco
David Diaco
Italien
7 d
Morning everyone โ€” here are the moves that matter today. ๐——๐—ผ๐˜„ ๐—ณ๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ๐˜€ +๐Ÿฑ๐Ÿฌ๐Ÿฌ ๐—ฝ๐—ผ๐—ถ๐—ป๐˜๐˜€ ๐˜„๐—ต๐—ถ๐—น๐—ฒ ๐—ผ๐—ถ๐—น ๐—ฑ๐—ถ๐˜ƒ๐—ฒ๐˜€ on reports the Iran war may be nearing an end. Thatโ€™s the market saying: ๐˜ญ๐˜ฆ๐˜ด๐˜ด ๐˜ฆ๐˜ฏ๐˜ฆ๐˜ณ๐˜จ๐˜บ ๐˜ด๐˜ฉ๐˜ฐ๐˜ค๐˜ฌ, ๐˜ฎ๐˜ฐ๐˜ณ๐˜ฆ ๐˜ณ๐˜ช๐˜ด๐˜ฌ ๐˜ข๐˜ฑ๐˜ฑ๐˜ฆ๐˜ต๐˜ช๐˜ต๐˜ฆ. The interesting part? AI headlines... Mehr anzeigen รœbersetzen
David Diaco
David Diaco
Italien
8 d
+๐Ÿต.๐Ÿฐ๐Ÿต% ๐—ฌ๐—ง๐—— and +๐Ÿฐ.๐Ÿฌ๐Ÿฑ% ๐—ถ๐—ป ๐— ๐—ฎ๐˜† so far. Also worth noting: ๐Ÿต๐Ÿด% ๐—ผ๐—ณ ๐—ฐ๐—ผ๐—ฝ๐—ถ๐—ฒ๐—ฟ๐˜€ ๐—ฎ๐—ฟ๐—ฒ ๐—ฐ๐˜‚๐—ฟ๐—ฟ๐—ฒ๐—ป๐˜๐—น๐˜† ๐—ถ๐—ป ๐—ฝ๐—ฟ๐—ผ๐—ณ๐—ถ๐˜ ๐Ÿ“ˆ No victory lap โ€” just a useful snapshot of whatโ€™s actually driving the portfolio. ๐—ช๐—ต๐—ฎ๐˜ ๐—ต๐—ฎ๐—ฝ๐—ฝ๐—ฒ๐—ป๐—ฒ๐—ฑ: โ€ข $๐—–๐—Ÿ๐—ฆ remains one of the key winners at +๐Ÿฏ๐Ÿต.๐Ÿฏ%... Mehr anzeigen รœbersetzen
David Diaco
David Diaco
Italien
8 d
Morning everyone โ€” here are the moves that matter today. ๐—•๐—ถ๐—ด ๐—ฐ๐—ผ๐—ป๐˜๐—ฟ๐—ฎ๐˜€๐˜ ๐˜๐—ผ๐—ฑ๐—ฎ๐˜†: AI names are getting bid again, while $BTC has a weird headline overhang with $MSTR (Strategy Inc) down ๐—ผ๐˜ƒ๐—ฒ๐—ฟ ๐Ÿฐ% on talk that Strategy could consider selling Bitcoin. Thatโ€™s the kind of headline that gets... Mehr anzeigen รœbersetzen
David Diaco
David Diaco
Italien
9 d
Morning everyone โ€” here are the moves that matter today. ๐—•๐—ถ๐—ด ๐—ง๐—ฒ๐—ฐ๐—ตโ€™๐˜€ ๐—”๐—œ ๐—ฏ๐—ถ๐—น๐—น ๐—ถ๐˜€ ๐—ป๐—ผ๐˜„ ๐˜๐—ผ๐—ฝ๐—ฝ๐—ถ๐—ป๐—ด $๐Ÿณ๐Ÿฌ๐Ÿฌ๐—• โ€” and this is exactly why I still prefer owning the AI infrastructure winners over chasing every shiny โ€œAI story.โ€ The market is separating ๐˜ณ๐˜ฆ๐˜ข๐˜ญ ๐˜ค๐˜ข๐˜ฑ๐˜ฆ๐˜น, ๐˜ณ๐˜ฆ๐˜ข๐˜ญ ๐˜ค๐˜ญ๐˜ฐ๐˜ถ๐˜ฅ... Mehr anzeigen รœbersetzen
David Diaco
David Diaco
Italien
10 d
Morning everyone โ€” here are the moves that matter today. $PLTR (Palantir Technologies Inc.) just printed ๐Ÿด๐Ÿฑ% ๐—ค๐Ÿญ ๐—ฟ๐—ฒ๐˜ƒ๐—ฒ๐—ป๐˜‚๐—ฒ ๐—ด๐—ฟ๐—ผ๐˜„๐˜๐—ต and raised guidance. In a tape getting hit by Iran/oil risk, that is the kind of number that still forces buyers to pay attention. The bigger message: ๐—”๐—œ... Mehr anzeigen รœbersetzen
David Diaco
David Diaco
Italien
12 d
๐—œ ๐—ฑ๐—ผ๐—ปโ€™๐˜ ๐—ฐ๐—ต๐—ฎ๐˜€๐—ฒ ๐—ต๐˜†๐—ฝ๐—ฒ โ€” ๐—œ ๐—ฏ๐˜‚๐—ถ๐—น๐—ฑ ๐—ฐ๐—ผ๐—ป๐˜ƒ๐—ถ๐—ฐ๐˜๐—ถ๐—ผ๐—ป ๐—ฝ๐—ผ๐˜€๐—ถ๐˜๐—ถ๐—ผ๐—ป๐˜€ ๐—ฏ๐—ฒ๐—ณ๐—ผ๐—ฟ๐—ฒ ๐˜๐—ต๐—ฒ ๐—ฐ๐—ฟ๐—ผ๐˜„๐—ฑ ๐—ด๐—ฒ๐˜๐˜€ ๐—ฐ๐—ผ๐—บ๐—ณ๐—ผ๐—ฟ๐˜๐—ฎ๐—ฏ๐—น๐—ฒ. My portfolio is currently +๐Ÿฐ.๐Ÿณ๐Ÿณ% ๐—ฌ๐—ง๐——, with ๐—”๐—ฝ๐—ฟ๐—ถ๐—น ๐—ฎ๐˜ +๐Ÿญ๐Ÿณ.๐Ÿฌ๐Ÿฒ%, but the real story is ๐˜ฉ๐˜ฐ๐˜ธ Iโ€™m positioned: โ€ข ๐—”๐—œ ๐—ถ๐—ป๐—ณ๐—ฟ๐—ฎ๐˜€๐˜๐—ฟ๐˜‚๐—ฐ๐˜๐˜‚๐—ฟ๐—ฒ... Mehr anzeigen รœbersetzen
David Diaco
David Diaco
Italien
12 d
Morning everyone โ€” here are the moves that matter today. ๐—ฆ&๐—ฃ ๐Ÿฑ๐Ÿฌ๐Ÿฌ ๐—ฎ๐˜ ๐—ฎ ๐—ฟ๐—ฒ๐—ฐ๐—ผ๐—ฟ๐—ฑ. ๐—ก๐—ฎ๐˜€๐—ฑ๐—ฎ๐—พ + ๐—ฆ&๐—ฃ ๐—ท๐˜‚๐˜€๐˜ ๐—ต๐—ฎ๐—ฑ ๐˜๐—ต๐—ฒ๐—ถ๐—ฟ ๐—ฏ๐—ฒ๐˜€๐˜ ๐—บ๐—ผ๐—ป๐˜๐—ต ๐˜€๐—ถ๐—ป๐—ฐ๐—ฒ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฌ. Thatโ€™s the key signal: the market is not cheap anymore, but momentum is clearly still alive. My read across the... Mehr anzeigen รœbersetzen
David Diaco
David Diaco
Italien
13 d
๐Ÿ›ฐ๏ธ $๐—ก๐—ฉ๐——๐—” ๐—ท๐˜‚๐˜€๐˜ ๐—ด๐—ผ๐˜ ๐—ฎ๐—ป๐—ผ๐˜๐—ต๐—ฒ๐—ฟ ๐˜ƒ๐—ฎ๐—น๐—ถ๐—ฑ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐˜€๐—ถ๐—ด๐—ป๐—ฎ๐—น โ€” ๐˜๐—ต๐—ถ๐˜€ ๐˜๐—ถ๐—บ๐—ฒ ๐—ณ๐—ฟ๐—ผ๐—บ ๐˜๐—ต๐—ฒ ๐—ฃ๐—ฒ๐—ป๐˜๐—ฎ๐—ด๐—ผ๐—ป. New military AI agreements with $NVDA (NVIDIA Corporation), $MSFT (Microsoft) and $AMZN (Amazon.com Inc) matter less because of the ๐˜ฉ๐˜ฆ๐˜ข๐˜ฅ๐˜ญ๐˜ช๐˜ฏ๐˜ฆ ๐˜ณ๐˜ฆ๐˜ท๐˜ฆ๐˜ฏ๐˜ถ๐˜ฆ todayโ€ฆ... Mehr anzeigen รœbersetzen

รœber David Diaco
Italien
Strategie: Wachstum

๐Ÿ“ˆ PROVEN RESULTS: +178% over 5 years Consistently Outperform S&P 500 Long-term horizon
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ICHR
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SOL
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