Michal Hámor
Michal Hámor @Michal454

Performance
Alle

-3.17%2026
2026
23.68%2025
2025
46.83%2024
2024
15.83%2023
2023
2.70%2022
2022
46.8%0%-46.8%
Themen
Michal Hámor
Slowakei
18 h
🚨 Rokovania USA – Irán skončili bez dohody. Čo nás čaká tento týždeň ? Dnes ráno odletel Vance z Pakistanu domov. 21 hodín rokovaní, bez výsledkov. Irán odmietol vzdať sa jadrového programu a Trump, ako to má vo zvyku, situáciu okamžite eskaloval – vyhlásil námornú blokádu Hormuzského prielivu. Prímerie... Mehr anzeigen Übersetzen
Michal Hámor
Slowakei
4 d
Applied Materials $AMAT (Applied Materials Inc) is not a company people talk about much. Yet it is the reason chips exist in your phone, laptop, or AI server. AMAT does not make chips. It does not design them or come up with them. It makes the machines that make chips. --- You probably know ASML $ASML.NV.... Mehr anzeigen Übersetzen
Michal Hámor
Slowakei
10 d
Q1 2026: How to invest when the market is down Today I want to tell you a story. Not my story. The story of Peter Lynch. Peter Lynch managed the Magellan Fund from 1977 to 1990. Over 13 years, he achieved an average annual return of about 29%. The fund gained approximately +604%, while the S&P... Mehr anzeigen Übersetzen
Michal Hámor
Slowakei
13 d
Bearbeitet
🤖 AI REVOLUTION IS REWRITING THE RULES – INCLUDING FOR INVESTORS This week, three interesting events happened in the AI sector. Markets reacted, but in my opinion it was not an adequate reaction. $GOOG (Alphabet) Google TurboQuant – panic or opportunity? Google introduced an algorithm that reduces... Mehr anzeigen Übersetzen
Michal Hámor
Slowakei
17 d
Salesforce práve podpísal zmluvy, o ktorých sa bude hovoriť roky. 🏛️ Najväčší zdravotnícky systém v USA — Veterans Health Administration s viac ako 150 nemocnicami — nasadil AI agentov od Salesforce na riadenie incidentov v reálnom čase. Výsledok? Tisíce hodín práce uvoľnených na priamu starostlivosť... Mehr anzeigen Übersetzen
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CRM
Salesforce Inc
164.20
-0.76 (-0.46%)
Michal Hámor
Slowakei
18 d
End of month = time to put money to work 💼 Every month, same move — I send another batch into my portfolio. Not because I know what the market will do tomorrow. But because I know what time does to money that stays invested. This month I'm looking at two positions — $MU (Micron Technology, Inc.)... Mehr anzeigen Übersetzen
Michal Hámor
Slowakei
24 d
The market has been down for 2 months. And the catastrophic scenarios are everywhere. I'm getting dozens of messages — economic collapse, dollar crash, end of the world, "sell everything while you still can." I want to show you something important. 100 years of the S&P 500. Look at the... Mehr anzeigen Übersetzen
Michal Hámor
Slowakei
25 d
SoFi $SOFI (SoFi Technologies Inc) : My perspective as an investor holding shares in this company Last week brought some interesting news. Muddy Waters — a well-known short-selling firm — published a 28-page report on SoFi, and the stock dropped roughly 6 % immediately. Since SoFi makes up 3.2 % of... Mehr anzeigen Übersetzen
Michal Hámor
Slowakei
1 Monat
Today I want to share a quick look at an interesting situation around $FICO (Fair Isaac Corporation) (Fair Isaac), which currently represents 3.27% of my portfolio. The stock recently reacted negatively after the company announced a new bond issuance. At first glance this may sound like bad news,... Mehr anzeigen Übersetzen
Michal Hámor
Slowakei
1 Monat
$NIO (Nio Inc.-ADR) just reported earnings. And the results are exactly what we expected — or even better. First operating profit in the company's history. Not on paper, not through accounting tricks. Real non-GAAP operating profit of RMB 1.25 billion in a single quarter. After years of losses,... Mehr anzeigen Übersetzen

Über Michal Hámor
Slowakei
Strategie: Multi-Strategie

Multi-strategy approach that outperforms the S&P 500 by leveraging market cycles.
Vollständige Bio anzeigen Übersetzen
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