David Diaco
David Diaco @davediaco

Performance
Tout

8.39%2026
2026
31.02%2025
2025
55.99%2024
2024
81.37%2023
2023
-49.74%2022
2022
13.30%2021
2021
69.36%2020
2020
26.54%2019
2019
-63.14%2018
2018
188.25%2017
2017
-18.03%2016
2016
6.80%2015
2015
-30.21%2014
2014
188.3%0%-188.3%
Discussions
David Diaco
David Diaco
Italie
2 j
Morning everyone — here are the moves that matter today. $BTC is back at $𝟳𝟴,𝟬𝟬𝟬 after a reported $𝟱𝟱𝟬𝗠 𝗹𝗼𝗻𝗴 𝗳𝗹𝘂𝘀𝗵. Painful? Yep. Surprising? Not really — leverage always looks genius until rates start barking again. - $BTC: my position is 𝟲.𝟳% of the portfolio and currently -𝟮𝟭.𝟳%... Afficher plus Traduction
David Diaco
David Diaco
Italie
4 j
Morning everyone — here are the moves that matter today. 𝗦&𝗣 𝟱𝟬𝟬 𝗮𝘁 𝟳,𝟰𝟰𝟰.𝟮𝟱, 𝘂𝗽 𝟬.𝟲%… 𝘄𝗵𝗶𝗹𝗲 𝗺𝗼𝘀𝘁 𝘀𝘁𝗼𝗰𝗸𝘀 𝗳𝗲𝗹𝗹. That’s not a “healthy everything rally” — that’s tech carrying the market on its back again. - $MU (Micron Technology, Inc.) is still one of my key... Afficher plus Traduction
David Diaco
David Diaco
Italie
10 j
Morning everyone — here are the moves that matter today. 𝗦𝘁𝗼𝗽-𝘀𝗰𝗿𝗼𝗹𝗹 𝗻𝘂𝗺𝗯𝗲𝗿: TSMC revenue is up 𝟯𝟬% 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗳𝗼𝘂𝗿 𝗺𝗼𝗻𝘁𝗵𝘀 𝗼𝗳 𝟮𝟬𝟮𝟲 on AI demand. That’s not “AI hype” — that’s real supply-chain revenue showing up. - $MU (Micron Technology, Inc.) — my position... Afficher plus Traduction
David Diaco
David Diaco
Italie
11 j
🏗️ $𝗡𝗩𝗗𝗔’𝘀 𝗔𝗜 𝗺𝗼𝗮𝘁 𝗶𝘀𝗻’𝘁 𝗷𝘂𝘀𝘁 𝗚𝗣𝗨𝘀 𝗮𝗻𝘆𝗺𝗼𝗿𝗲 — 𝗶𝘁’𝘀 𝘁𝗵𝗲 𝗽𝗹𝘂𝗺𝗯𝗶𝗻𝗴 𝗮𝗿𝗼𝘂𝗻𝗱 𝘁𝗵𝗲𝗺. The new long-term partnership with $GLW (Corning Inc) is more important than it looks at first glance. Corning will expand US 𝗼𝗽𝘁𝗶𝗰𝗮𝗹 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗰𝗮𝗽𝗮𝗰𝗶𝘁𝘆... Afficher plus Traduction
David Diaco
David Diaco
Italie
11 j
Morning everyone — here are the moves that matter today. 𝗗𝗼𝘄 𝗳𝘂𝘁𝘂𝗿𝗲𝘀 +𝟱𝟬𝟬 𝗽𝗼𝗶𝗻𝘁𝘀 𝘄𝗵𝗶𝗹𝗲 𝗼𝗶𝗹 𝗱𝗶𝘃𝗲𝘀 on reports the Iran war may be nearing an end. That’s the market saying: 𝘭𝘦𝘴𝘴 𝘦𝘯𝘦𝘳𝘨𝘺 𝘴𝘩𝘰𝘤𝘬, 𝘮𝘰𝘳𝘦 𝘳𝘪𝘴𝘬 𝘢𝘱𝘱𝘦𝘵𝘪𝘵𝘦. The interesting part? AI headlines... Afficher plus Traduction
David Diaco
David Diaco
Italie
12 j
+𝟵.𝟰𝟵% 𝗬𝗧𝗗 and +𝟰.𝟬𝟱% 𝗶𝗻 𝗠𝗮𝘆 so far. Also worth noting: 𝟵𝟴% 𝗼𝗳 𝗰𝗼𝗽𝗶𝗲𝗿𝘀 𝗮𝗿𝗲 𝗰𝘂𝗿𝗿𝗲𝗻𝘁𝗹𝘆 𝗶𝗻 𝗽𝗿𝗼𝗳𝗶𝘁 📈 No victory lap — just a useful snapshot of what’s actually driving the portfolio. 𝗪𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝗲𝗱: • $𝗖𝗟𝗦 remains one of the key winners at +𝟯𝟵.𝟯%... Afficher plus Traduction
David Diaco
David Diaco
Italie
12 j
Morning everyone — here are the moves that matter today. 𝗕𝗶𝗴 𝗰𝗼𝗻𝘁𝗿𝗮𝘀𝘁 𝘁𝗼𝗱𝗮𝘆: AI names are getting bid again, while $BTC has a weird headline overhang with $MSTR (Strategy Inc) down 𝗼𝘃𝗲𝗿 𝟰% on talk that Strategy could consider selling Bitcoin. That’s the kind of headline that gets... Afficher plus Traduction
David Diaco
David Diaco
Italie
13 j
Morning everyone — here are the moves that matter today. 𝗕𝗶𝗴 𝗧𝗲𝗰𝗵’𝘀 𝗔𝗜 𝗯𝗶𝗹𝗹 𝗶𝘀 𝗻𝗼𝘄 𝘁𝗼𝗽𝗽𝗶𝗻𝗴 $𝟳𝟬𝟬𝗕 — and this is exactly why I still prefer owning the AI infrastructure winners over chasing every shiny “AI story.” The market is separating 𝘳𝘦𝘢𝘭 𝘤𝘢𝘱𝘦𝘹, 𝘳𝘦𝘢𝘭 𝘤𝘭𝘰𝘶𝘥... Afficher plus Traduction
David Diaco
David Diaco
Italie
14 j
Morning everyone — here are the moves that matter today. $PLTR (Palantir Technologies Inc.) just printed 𝟴𝟱% 𝗤𝟭 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗴𝗿𝗼𝘄𝘁𝗵 and raised guidance. In a tape getting hit by Iran/oil risk, that is the kind of number that still forces buyers to pay attention. The bigger message: 𝗔𝗜... Afficher plus Traduction
David Diaco
David Diaco
Italie
16 j
𝗜 𝗱𝗼𝗻’𝘁 𝗰𝗵𝗮𝘀𝗲 𝗵𝘆𝗽𝗲 — 𝗜 𝗯𝘂𝗶𝗹𝗱 𝗰𝗼𝗻𝘃𝗶𝗰𝘁𝗶𝗼𝗻 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝘀 𝗯𝗲𝗳𝗼𝗿𝗲 𝘁𝗵𝗲 𝗰𝗿𝗼𝘄𝗱 𝗴𝗲𝘁𝘀 𝗰𝗼𝗺𝗳𝗼𝗿𝘁𝗮𝗯𝗹𝗲. My portfolio is currently +𝟰.𝟳𝟳% 𝗬𝗧𝗗, with 𝗔𝗽𝗿𝗶𝗹 𝗮𝘁 +𝟭𝟳.𝟬𝟲%, but the real story is 𝘩𝘰𝘸 I’m positioned: • 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲... Afficher plus Traduction

À propos de David Diaco
Italie
Stratégie: Croissance

📈 PROVEN RESULTS: +178% over 5 years Consistently Outperform S&P 500 Long-term horizon
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