Giovanni Di Grezia - Popular Investor eToro

Giovanni Di Grezia @xgiovio

Rendimiento
0% Rentabilidad
Todo

2025

2024

2023

2022

2021

2020

2019

2018

2017

2016

2015

2014

2013

98.5%0%-98.5%

Rentabilidad interanual 29.12%

Retorno 2A 37.24%

Puntuación de riesgo media (últimos 7D)

Semanas rentables 63.64%

Conversaciones

Giovanni Di Grezia

Italia

I’m initiating short positions on $MU (Micron Technology, Inc.) $WDC (Western Digital Corporation) and $SNDK (Sandisk Corp/DE) . Despite strong AI‐driven demand and the leaders’ solid data-center positioning, these names remain highly cyclical. With zero overnight fees, I’m taking advantage of anticipated... Mostrar más Traducir

Giovanni Di Grezia

Italia

$TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) TSMC’s 3nm and 5nm Production Is Reportedly Projected to Be ‘100% Booked’ by Next Year as Chips Become a Scarce Resource for Big Tech Traducir

TSM

Taiwan Semiconductor Manufacturing Co Ltd - ADR

277.38

-4.82 (-1.71%)

Giovanni Di Grezia

Italia

$INTC (Intel) $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) $ASML (ASML Holding NV) Hyper NA is coming. www.youtube.com/watch?v=1JkzrR-hznE ASML’s Hyper NA is the next generation of EUV (Extreme Ultraviolet) lithography, featuring a numerical aperture above 0.55, designed to push the boundaries... Mostrar más Traducir

How ASML Makes Chips Faster With Its New $400 Million High NA Machine

www.youtube.com

In a highly secured lab in the Netherlands, ASML spent a decade developing a $400 million machine that’s transforming how microchips are made. High NA is the latest generation of EUV, the only machines in the world that can etch nanoscopic blueprints on advanced chips for giants like Intel, TSMC and Samsung. The size of a double-decker bus, only five of these machines have been shipped so far. It’s unclear how Trump’s tariffs will impact the complex global supply chain for the lithography machines. But without them, no advanced chips can be made by the likes of Nvidia, Apple and AMD. No ...

Giovanni Di Grezia

Italia

$INTC (Intel) Intel has entered into a major partnership with Nvidia: the latter is investing $5 billion in Intel’s common stock (at about US$23.28 per share), acquiring roughly a 4% stake, and the two will co-develop custom chips for data centers and PCs—combining Intel’s x86 CPUs with Nvidia’s AI... Mostrar más Traducir

INTC

Intel

35.36

-0.54 (-1.51%)

Giovanni Di Grezia

Italia

$MU (Micron Technology, Inc.) Micron Technology plays a vital role in the AI revolution by providing memory and storage solutions critical for AI workloads. Their advanced DRAM and NAND flash memory power data centers, edge computing, and AI-driven applications. As AI models grow larger and more complex,... Mostrar más Traducir

Micron Technology, Inc.

233.04

-3.90 (-1.65%)

Giovanni Di Grezia

Italia

$INTC (Intel) Hello followers, let me explain why I'm investing a lot in intel. Intel's future under CEO Pat Gelsinger is focused on reclaiming technological leadership and driving innovation. Since taking the helm in 2021, Gelsinger has prioritized addressing Intel's manufacturing delays... Mostrar más Traducir

INTC

Intel

35.36

-0.54 (-1.51%)