Michele Cesari – Popular Investor sur eToro

Michele Cesari @Mexploder

Performance
0% Rendement
Tout

2026

2025

2024

2023

2022

2021

2020

2019

80.9%0%-80.9%

Rendement depuis le début de l'année 1.08%

Rendement 2A 50.63%

Moyenne de score de risque (7 derniers jours)

Semaines rentables 50.00%

Discussions

Michele Cesari

Italie

13 j

𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐍𝐨𝐰: 𝐓𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭 𝐰𝐚𝐬 𝐰𝐫𝐨𝐧𝐠. 𝐉𝐞𝐧𝐬𝐞𝐧 𝐇𝐮𝐚𝐧𝐠 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐤𝐧𝐞𝐰. For months, ServiceNow was treated by the market as a victim of AI: the dominant narrative claimed that artificial agents would replace workflow software, making platforms like $NOW (ServiceNow... Afficher plus Traduction

Michele Cesari

Italie

21 j

𝐍𝐯𝐢𝐝𝐢𝐚 𝐯𝐚𝐥𝐢𝐝𝐚𝐭𝐞𝐬 𝐭𝐡𝐞 𝐜𝐲𝐜𝐥𝐞: 𝐀𝐈 𝐢𝐬 𝐧𝐨 𝐥𝐨𝐧𝐠𝐞𝐫 𝐚 𝐩𝐫𝐨𝐦𝐢𝐬𝐞 Nvidia's results last Wednesday did something very few earnings reports manage to do: they brought everything back into focus. It had been a difficult week — long-term Treasury yields were touching levels... Afficher plus Traduction

Michele Cesari

Italie

1 mo

𝑨𝑰 𝒊𝒔 𝒃𝒓𝒐𝒂𝒅𝒆𝒏𝒊𝒏𝒈: 𝒄𝒍𝒆𝒂𝒓 𝒔𝒊𝒈𝒏𝒂𝒍𝒔 𝒇𝒓𝒐𝒎 𝒄𝒉𝒊𝒑𝒔 𝒕𝒐 𝒄𝒍𝒐𝒖𝒅 The line that stuck with me most this week came from Lisa Su, $AMD (Advanced Micro Devices Inc) 's CEO: "AI demand is broadening, not narrowing." That's not analyst-call rhetoric — it's... Afficher plus Traduction

Michele Cesari

Italie

1 mo

𝐀𝐈 𝐇𝐚𝐬 𝐒𝐭𝐨𝐩𝐩𝐞𝐝 𝐏𝐫𝐨𝐦𝐢𝐬𝐢𝐧𝐠. 𝐍𝐨𝐰 𝐈𝐭 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐬 𝐑𝐞𝐯𝐞𝐧𝐮𝐞. There are moments when a technology stops being a bet and becomes infrastructure. This week, with earnings from Alphabet, Microsoft, Meta, and Amazon, that moment arrived with unusual clarity. Google Cloud grew... Afficher plus Traduction

Michele Cesari

Italie

2mo

𝗔𝗜 𝗜𝘀𝗻'𝘁 𝗪𝗮𝗶𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗣𝗲𝗮𝗰𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗚𝘂𝗹𝗳 This week the market kept its eyes fixed on the Strait of Hormuz. The US-Iran truce was extended by a few days at Pakistan's request, Brent hovered around 98 dollars, and sentiment swung violently between fear and relief within... Afficher plus Traduction

Michele Cesari

Italie

2mo

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗹𝗼𝗼𝗸 𝗮𝗵𝗲𝗮𝗱: 𝗮𝗹𝗹-𝘁𝗶𝗺𝗲 𝗵𝗶𝗴𝗵𝘀 𝗮𝗺𝗶𝗱 𝘁𝗵𝗲 𝗰𝗿𝗶𝘀𝗶𝘀 This week was dominated by the US-Iran war and the closure of the Strait of Hormuz — an event the IEA described as the largest oil supply disruption in modern history. Yet within days, the announcement of a conditional... Afficher plus Traduction

Michele Cesari

Italie

3mo

𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝗩𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆 𝘄𝗶𝘁𝗵 𝗩𝗶𝘀𝗶𝗼𝗻 Dear investors, I know that seeing red on the screens can be unsettling, but this is exactly where a strategic investor is distinguished from an emotional one. History is cyclical: volatility is the price we pay for future returns. I... Afficher plus Traduction

Michele Cesari

Italie

4mo

𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗦𝗲𝗹𝗹-𝗢𝗳𝗳: 𝗥𝗲𝗮𝗹 𝗥𝗶𝘀𝗸𝘀, 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 The recent sell-off in software stocks reflects growing investor concerns about the impact of artificial intelligence on traditional SaaS business models. Elevated valuation multiples—built on recurring... Afficher plus Traduction

Michele Cesari

Italie

5mo

𝗡𝗲𝘁𝗳𝗹𝗶𝘅 𝗱𝗼𝘄𝗻 𝟯𝟱% 𝗳𝗿𝗼𝗺 𝗶𝘁𝘀 𝗵𝗶𝗴𝗵𝘀: 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗼𝗿 𝘃𝗮𝗹𝘂𝗲 𝘁𝗿𝗮𝗽? Over the past months, $NFLX (Netflix, Inc.) has declined by around 35% from its highs, reigniting a classic question for investors: are we looking at a buying opportunity, or a well-disguised... Afficher plus Traduction

Michele Cesari

Italie

5mo

𝐆𝐨𝐨𝐠𝐥𝐞 𝐨𝐯𝐞𝐫𝐭𝐚𝐤𝐞𝐬 𝐀𝐩𝐩𝐥𝐞 🚀 After several years, $GOOG (Alphabet) has overtaken $AAPL (Apple) in terms of market capitalization, positioning itself in second place globally, just behind $Nvidia. This shift reflects the broader transformation underway in the tech sector and the increasingly... Afficher plus Traduction