Davide Semilia
Davide Semilia @DavideSemilia

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4.28%2026
2026
51.85%2025
2025
44.69%2024
2024
51.9%0%-51.9%
Davide Semilia
Alibaba and Tencent Just Exposed the AI Revenue Gap Billions in, question marks out. Alibaba and Tencent both missed revenue estimates this week despite pouring massive capital into AI infrastructure. China's two largest tech companies essentially told the market the same thing at the same time:... Näytä enemmän Käännä
Davide Semilia
Morgan Stanley Just Bet the Farm on 8,300 There is something almost poetic about a Wall Street titan slapping an 8,300 price target on the S&P 500 while oil trades above $108 and bond yields scream danger. Morgan Stanley sees an earnings boom powerful enough to bulldoze every macro headwind in its... Näytä enemmän Käännä
Davide Semilia
The Free Lunch Most Investors Leave on the Table Imagine you plant two trees in your garden. One grows fast, the other slow. After a year the fast one takes all the sunlight and the slow one starts dying. A smart gardener would trim the big one and give the small one room to breathe. That is exactly... Näytä enemmän Käännä
Davide Semilia
3.8% CPI Just Killed Your Rate Cut Dreams Forget June. Forget September. Maybe forget 2026 entirely. This morning's CPI print came in at 3.8% year-over-year — the hottest inflation reading since 2023. And the culprits aren't abstract economic forces. They're gasoline and groceries. The... Näytä enemmän Käännä
Davide Semilia
When the Index Lies: How 5 Stocks Can Hide a Falling Market Last week the S&P 500 hit a new high. But here is what almost nobody noticed: the percentage of stocks trading above their 50-day moving average dropped to 58%. A month ago it was 74%. This is called a breadth divergence, and it is one... Näytä enemmän Käännä
Davide Semilia
Senza dubbio la migliore operazione dell'anno! Ne ho vendute solo un po'. Che dite, ho fatto bene? $INTC (Intel) $NVDA (NVIDIA Corporation) $AMD (Advanced Micro Devices Inc) @DavideSemilia Käännä
Ei sijoitusneuvontaa. Kirjoittajalla voi olla taloudellisia intressejä mainituissa instrumenteissa.
Davide Semilia
Davide Semilia
sulki $INTC ostoposition
Italia
Ho appena chiuso la posizione con un profitto del 563.81% Käännä
Ei sijoitusneuvontaa. Kirjoittajalla voi olla taloudellisia intressejä mainituissa instrumenteissa.
INTC
Intel
563.81%
Kaupankäyntitarinat
Davide Semilia
Retail Investors Just Bought the Most Chips Since 2021. $3.2 billion in a single week. That's how much retail money poured into semiconductor stocks over the past five trading days, the highest inflow since the meme stock era. And if that doesn't make you nervous, it should. Here's what... Näytä enemmän Käännä
Davide Semilia
Copper Just Did Something Oil Never Could $5.23 a pound. That's where copper closed last week, flirting with its all-time high while missiles fly over the Strait of Hormuz and diplomats in Geneva accomplish nothing. Think about that for a second. Every other commodity is zigzagging on geopolitical... Näytä enemmän Käännä
Davide Semilia
Corporate buybacks are hiding an earnings recession in plain sight S&P 500 earnings per share grew 8% last quarter. Sounds healthy, right? Now remove the effect of share buybacks and that number drops to 2%. Wall Street celebrates EPS beats while ignoring that companies spent over $230 billion... Näytä enemmän Käännä

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Italia
Strategia: Kasvu

Stock investor | Mid & Long-term strategies
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