📜 Morning Recap📜
🚀 Alphabet accelerates in AI race
Alphabet is strengthening its position in AI infrastructure and, according to analysts, is getting closer to competing with Nvidia in the long term in terms of valuation. The market is especially watching the growth of cloud services, its own AI... Mostrar más Traducir
📜 Morning Recap📜
🧩 Nvidia: Share in China drops to zero
The CEO of Nvidia said that the company's market share in China has dropped to zero. For investors, this is a reminder of how quickly the geopolitical environment around AI chips is changing — and how export restrictions and local competition... Mostrar más Traducir
📜 Morning Recap📜
📉 Powell warns of growing uncertainty
The head of the US central bank said that the economic environment remains uncertain and investors should expect higher volatility. For markets, this is a reminder that monetary policy will continue to be guided by data, not a predetermined scenario.
🏦... Mostrar más Traducir
👀 7,500 followers - Thank you!
👥️ 6 copywriters - Thank you!
I appreciate everyone who follows, copies and supports me on my investment journey. Your trust is a commitment and motivation for me.
📈 My portfolio is doing well:
- YTD growth: +7.63%
- Beating SWDA.L +5.05%
- Beating S&P 500 +5.42%
-... Mostrar más Traducir
🧠 INVESTMENT STRATEGY 🧠
“Investing is not a sprint, it’s a marathon. Wealth is built through patience, discipline and a focus on quality.”
🔍 About me: I am a long-term investor focused on high-quality companies with a dominant market position and a strong competitive advantage. I believe in the... Mostrar más Traducir
📜 Morning Recap📜
📈 Amazon confirms the strength of demand for AI
Amazon’s record orders show that the company’s investment in artificial intelligence is having a clear return. The growth in demand for computing power and AI services supports the company’s long-term strategy to expand its infrastructure... Mostrar más Traducir
📜 Morning Recap📜
💸 Netflix approves $25 billion buyback
Netflix announced one of the largest buybacks in its history. For investors, this is a signal of management's strong confidence in the long-term profitability of streaming and its ability to generate stable cash flow. In an environment... Mostrar más Traducir
📜 Morning Recap📜
🖥️ Amazon launches desktop AI agent for businesses
Amazon is expanding its ambitions in the field of enterprise AI with the launch of a desktop agent focused on automating corporate workflows. For investors, this is another signal that big players are moving from mere models to fully... Mostrar más Traducir
📜 Morning recap 📜
🛡️ Apple and Google block California antitrust bill
The two companies successfully blocked a proposal that would have limited their control over mobile ecosystems. For investors, this means preserving the current structure of app markets and less regulatory uncertainty in the short... Mostrar más Traducir
📜 Morning Recap📜
🤝 Amazon strengthens partnership with Meta
Amazon has entered into a strategic agreement with Meta to supply tens of millions of Graviton processor cores. These chips are intended to power a new generation of agent-based artificial intelligence that requires massive parallel computing... Mostrar más Traducir
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Wed May 06 2026 20:03:24 GMT+0000 (Coordinated Universal Time)