Michele Cesari
Michele Cesari @Mexploder

Performance
Alle

3.31%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%
Themen
Michele Cesari
Michele Cesari
Italien
4 d
๐—”๐—ฆ๐— ๐—Ÿ โ€” ๐˜„๐—ต๐—ฒ๐—ป ๐—บ๐—ผ๐—ป๐—ผ๐—ฝ๐—ผ๐—น๐˜† ๐—บ๐—ฒ๐—ฒ๐˜๐˜€ ๐˜๐—ต๐—ฒ ๐˜€๐˜‚๐—ฝ๐—ฒ๐—ฟ๐—ฐ๐˜†๐—ฐ๐—น๐—ฒ Q2 earnings just dropped, and the numbers speak for themselves: ๐Ÿ“Š Revenue โ‚ฌ9.3B (+21% YoY), above expectations ๐Ÿ“Š EPS โ‚ฌ7.59 vs โ‚ฌ6.99 expected ๐Ÿ“Š Gross margin at 54% But the number that really matters is another one: 2026... Mehr anzeigen รœbersetzen
Michele Cesari
Michele Cesari
Italien
10 d
๐‹๐จ๐ง๐  ๐œ๐จ๐ง๐ญ๐ซ๐š๐œ๐ญ๐ฌ, ๐ฌ๐ก๐จ๐ซ๐ญ ๐ง๐จ๐ข๐ฌ๐ž: ๐ก๐จ๐ฐ ๐ˆ ๐ซ๐ž๐š๐ ๐ญ๐ก๐ข๐ฌ ๐ฐ๐ž๐ž๐ค 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... Mehr anzeigen รœbersetzen
Michele Cesari
Michele Cesari
Italien
1 Monat
๐—›๐—ผ๐—ฟ๐—บ๐˜‚๐˜‡ ๐—ฑ๐—ฒ๐—ฎ๐—น, ๐—ฑ๐—ฒ-๐—ฒ๐˜€๐—ฐ๐—ฎ๐—น๐—ฎ๐˜๐—ถ๐—ผ๐—ป, ๐—ฎ๐—ป๐—ฑ ๐˜๐—ต๐—ฒ ๐—ฑ๐—ถ๐˜€๐—ฐ๐—ถ๐—ฝ๐—น๐—ถ๐—ป๐—ฒ ๐—ผ๐—ณ ๐˜„๐—ฎ๐—ถ๐˜๐—ถ๐—ป๐—ด 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,... Mehr anzeigen รœbersetzen
Michele Cesari
Michele Cesari
Italien
2Mon.
Bearbeitet
๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž๐๐จ๐ฐ: ๐“๐ก๐ž ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐ฐ๐š๐ฌ ๐ฐ๐ซ๐จ๐ง๐ . 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... Mehr anzeigen รœbersetzen
Michele Cesari
Michele Cesari
Italien
2Mon.
๐๐ฏ๐ข๐๐ข๐š ๐ฏ๐š๐ฅ๐ข๐๐š๐ญ๐ž๐ฌ ๐ญ๐ก๐ž ๐œ๐ฒ๐œ๐ฅ๐ž: ๐€๐ˆ ๐ข๐ฌ ๐ง๐จ ๐ฅ๐จ๐ง๐ ๐ž๐ซ ๐š ๐ฉ๐ซ๐จ๐ฆ๐ข๐ฌ๐ž 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 โ€” long-term Treasury yields were touching levels... Mehr anzeigen รœbersetzen
Michele Cesari
Michele Cesari
Italien
2Mon.
๐‘จ๐‘ฐ ๐’Š๐’” ๐’ƒ๐’“๐’๐’‚๐’…๐’†๐’๐’Š๐’๐’ˆ: ๐’„๐’๐’†๐’‚๐’“ ๐’”๐’Š๐’ˆ๐’๐’‚๐’๐’” ๐’‡๐’“๐’๐’Ž ๐’„๐’‰๐’Š๐’‘๐’” ๐’•๐’ ๐’„๐’๐’๐’–๐’… 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 โ€” it's... Mehr anzeigen รœbersetzen
Michele Cesari
Michele Cesari
Italien
3Mon.
๐€๐ˆ ๐‡๐š๐ฌ ๐’๐ญ๐จ๐ฉ๐ฉ๐ž๐ ๐๐ซ๐จ๐ฆ๐ข๐ฌ๐ข๐ง๐ . ๐๐จ๐ฐ ๐ˆ๐ญ ๐ƒ๐ž๐ฅ๐ข๐ฏ๐ž๐ซ๐ฌ ๐‘๐ž๐ฏ๐ž๐ง๐ฎ๐ž. 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... Mehr anzeigen รœbersetzen
Michele Cesari
Michele Cesari
Italien
3Mon.
Bearbeitet
๐—”๐—œ ๐—œ๐˜€๐—ป'๐˜ ๐—ช๐—ฎ๐—ถ๐˜๐—ถ๐—ป๐—ด ๐—ณ๐—ผ๐—ฟ ๐—ฃ๐—ฒ๐—ฎ๐—ฐ๐—ฒ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—š๐˜‚๐—น๐—ณ 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... Mehr anzeigen รœbersetzen
Michele Cesari
Michele Cesari
Italien
3Mon.
๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€ ๐—น๐—ผ๐—ผ๐—ธ ๐—ฎ๐—ต๐—ฒ๐—ฎ๐—ฑ: ๐—ฎ๐—น๐—น-๐˜๐—ถ๐—บ๐—ฒ ๐—ต๐—ถ๐—ด๐—ต๐˜€ ๐—ฎ๐—บ๐—ถ๐—ฑ ๐˜๐—ต๐—ฒ ๐—ฐ๐—ฟ๐—ถ๐˜€๐—ถ๐˜€ This week was dominated by the US-Iran war and the closure of the Strait of Hormuz โ€” an event the IEA described as the largest oil supply disruption in modern history. Yet within days, the announcement of a conditional... Mehr anzeigen รœbersetzen
Michele Cesari
Michele Cesari
Italien
5Mon.
๐—ก๐—ฎ๐˜ƒ๐—ถ๐—ด๐—ฎ๐˜๐—ถ๐—ป๐—ด ๐—ฉ๐—ผ๐—น๐—ฎ๐˜๐—ถ๐—น๐—ถ๐˜๐˜† ๐˜„๐—ถ๐˜๐—ต ๐—ฉ๐—ถ๐˜€๐—ถ๐—ผ๐—ป Dear investors, I know that seeing red on the screens can be unsettling, but this is exactly where a strategic investor is distinguished from an emotional one. History is cyclical: volatility is the price we pay for future returns. I... Mehr anzeigen รœbersetzen

รœber Michele Cesari
Italien
Strategie: Wert

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