Adamos Hadjiantoniou
Adamos Hadjiantoniou @AdamosH

Rendimiento
Todo

7.74%2026
2026
5.10%2025
2025
17.89%2024
2024
36.66%2023
2023
-9.53%2022
2022
36.7%0%-36.7%
Conversaciones
Adamos Hadjiantoniou
Adamos Hadjiantoniou
Chipre
3d
I recently added Deckers Outdoor ( $DECK (Deckers Outdoor Corp) ) to the portfolio. The main reasons: • Valuation: At around $83/share, Deckers is valued at roughly $11.3bn against approximately $1.1bn of FY2026 free cash flow. That’s a cash-flow yield close to 10% before adjusting for stock-based compensation,... Mostrar más Traducir
Good decision
100.00%
Time will tell
100.00%
Value trap
100.00%
4 Votos
Adamos Hadjiantoniou
Adamos Hadjiantoniou
Compró $DECK @82.5157
Chipre
3d
I've just opened a position using 3.49% of my equity. Traducir
No es asesoramiento de inversión. El autor puede tener intereses financieros en los instrumentos mencionados.
DECK
Deckers Outdoor Corp
82.90
0.0100 (0.01%)
Adamos Hadjiantoniou
Adamos Hadjiantoniou
Chipre
5d
A couple of developments worth sharing around our exposure to AI. $GOOGL (Alphabet Inc Class A) $AMZN (Amazon.com Inc) $AMD (Advanced Micro Devices Inc) 👇 Claude can now work inside Google Docs, Sheets and Slides. For Alphabet, that helps keep Google’s applications useful even when customers prefer... Mostrar más Traducir
Adamos Hadjiantoniou
Adamos Hadjiantoniou
Chipre
6d
$GOOGL (Alphabet Inc Class A) signed a 20-year power agreement with Constellation supporting upgrades at existing nuclear plants to add 890 MW of capacity. The first additional power is expected in 2028. Constellation will also use Google Cloud and Gemini Enterprise under a five-year technology agreement... Mostrar más Traducir
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GOOGL
Alphabet Inc Class A
353.00
1.34 (0.38%)
Adamos Hadjiantoniou
Adamos Hadjiantoniou
Chipre
6d
$AMD (Advanced Micro Devices Inc) plans to substantially increase chip supply in 2027, according to Lisa Su’s comments in Taiwan today. She is discussing production with manufacturing partners and working with memory suppliers to secure enough supply. The part that interests me as a shareholder is... Mostrar más Traducir
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AMD
Advanced Micro Devices Inc
605.08
-3.02 (-0.50%)
Adamos Hadjiantoniou
Adamos Hadjiantoniou
Chipre
7d
$AMD (Advanced Micro Devices Inc) just got another Wall Street vote of confidence. Stifel raised its price target to $700 from $635, while BNP Paribas lifted its target by 60% to $960. Analysts are increasingly viewing AMD as a serious AI infrastructure platform. Traducir
No es asesoramiento de inversión. El autor puede tener intereses financieros en los instrumentos mencionados.
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AMD
Advanced Micro Devices Inc
605.08
-3.02 (-0.50%)
Adamos Hadjiantoniou
Adamos Hadjiantoniou
Chipre
7d
Why is $ADSK (Autodesk, Inc.) moving after Schneider Electric agreed to buy $PTC (PTC Inc.) for $22.6B? Because M&A just put a new price tag on industrial software. Schneider is paying $205/share for PTC, a 42% premium to its previous close. That immediately gives investors a fresh benchmark for... Mostrar más Traducir
Adamos Hadjiantoniou
Adamos Hadjiantoniou
Chipre
7d
Why is $ADSK (Autodesk, Inc.) moving after Schneider Electric agreed to buy $PTC (PTC Inc.) for $22.6B? Because M&A just put a new price tag on industrial software. Schneider is paying $205/share for PTC, a 42% premium to its previous close. That immediately gives investors a fresh benchmark for... Mostrar más Traducir
Adamos Hadjiantoniou
Adamos Hadjiantoniou
Chipre
10d
$ADBE (Adobe Systems Inc) is bringing its enterprise marketing tools into ChatGPT. Its CX Enterprise Coworker plugin lets marketers work with Adobe data, build audiences and manage campaign workflows from the chat interface. Eligible customers can also apply existing OpenAI spend towards a Coworker... Mostrar más Traducir
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ADBE
Adobe Systems Inc
241.39
-0.8800 (-0.36%)
Adamos Hadjiantoniou
Adamos Hadjiantoniou
Chipre
11d
$GOOGL (Alphabet Inc Class A) ’s Gemini 4 Argon leads its published finance-agent benchmark: 65.4% vs Opus 5.5’s 58.6% and GPT-6 Astra’s 53.5%. I used Gemini for two years before switching to GPT in 2026. A chart won’t win me back. Is Google catching up, or giving users a reason to switch? Which one... Mostrar más Traducir
Gemini
100.00%
Claude
100.00%
ChatGPT
100.00%
8 Votos

Acerca de Adamos Hadjiantoniou
Chipre
Estrategia: Valor

Long-term equity investor focused on fundamental analysis and margin of safety.
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