Maximilian Heitsch
Maximilian Heitsch @MrMagoon

Performance
Tout

14.02%2026
2026
23.15%2025
2025
47.88%2024
2024
70.65%2023
2023
-24.24%2022
2022
6.55%2021
2021
17.26%2020
2020
70.7%0%-70.7%
Discussions
Maximilian Heitsch
Allemagne
10 h
💥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐨𝐯𝐞𝐬 - March, 6 Hi everyone! If you missed the past day in markets, here’s a focused recap of what mattered for our portfolios and the broader setup. Markets pulled back as weaker jobs data and oil volatility weighed on sentiment. Nvidia was a notable drag, slipping alongside... Afficher plus Traduction
Maximilian Heitsch
Allemagne
1 j
Oil risk is rising, but capital isn’t hiding. It’s concentrating. $AVGO (Broadcom Inc) breaking out on earnings while $GOOGL (Alphabet Inc Class A) doubles down on AI tells you money is choosing infrastructure over headlines. Second order: in volatility, leaders get stronger. Weak hands get starved. Traduction
Maximilian Heitsch
Allemagne
1 j
In noisy tapes, fundamentals show up in relative strength. $AVGO (Broadcom Inc) grows because hyperscalers keep spending. $GOOGL (Alphabet Inc Class A) keeps investing because search and cloud fund the AI buildout. Execution backed by cash flow. Incentives aligned with long-term compounding. That’s... Afficher plus Traduction
Maximilian Heitsch
Allemagne
1 j
💥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐨𝐯𝐞𝐬 - March, 5 Hi everyone! If you missed the past day in markets, here’s what moved sentiment and why it matters for stocks. Stocks pulled back as renewed geopolitical tension pushed oil prices higher. Rising fuel costs are starting to creep back into the macro conversation,... Afficher plus Traduction
Maximilian Heitsch
Allemagne
2 j
The AI trade is moving down the stack. $NVDA (NVIDIA Corporation) rebounds, but serious capital is flowing into memory as the next bottleneck. Tepper adding to $MU (Micron Technology, Inc.) isn’t about chips, it’s about capacity constraints. Therefore I own $SNDK (Sandisk Corp/DE) and $SMSN.L (Samsung... Afficher plus Traduction
Maximilian Heitsch
Allemagne
2 j
💥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐨𝐯𝐞𝐬 - March, 4 Hi everyone! If you missed the past day in markets, here’s a focused recap of what moved sentiment and why it matters for investors. U.S. stocks pushed higher as geopolitical tensions with Iran eased and fresh jobs data came in solid. Private employers added 63,000... Afficher plus Traduction
Maximilian Heitsch
Allemagne
3 j
Modifié
💥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐨𝐯𝐞𝐬 - March, 3 Hi everyone! If you missed the past day in markets, here’s a focused recap of what moved portfolios and why it matters. Markets sold off as geopolitical tensions with Iran escalated. Oil jumped sharply, dragging equities lower and pushing volatility higher. When... Afficher plus Traduction
Maximilian Heitsch
Allemagne
4 j
The shift in AI isn’t about faster chips anymore. $NVDA (NVIDIA Corporation) moving into optical networking (via $LITE (Lumentum Holdings Inc), $COHR (Coherent Corp)) signals the bottleneck has moved to data flow inside the data center. Compute was phase one. Bandwidth is phase two. Second-order:... Afficher plus Traduction
Maximilian Heitsch
Allemagne
4 j
In volatile markets, narratives rotate. Backlogs and ecosystem control compound. $KBR (KBR Inc) grows through contracted visibility and government incentives. $NVDA (NVIDIA Corporation) reinvests to own more of the AI stack. Different sectors. Same discipline. Execution and aligned incentives... Afficher plus Traduction
Maximilian Heitsch
Allemagne
4 j
💥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐨𝐯𝐞𝐬 - March, 2 Hi everyone! If you missed the past day in markets, here’s a clean recap of what mattered for portfolios. Markets pulled back as oil prices jumped following renewed Iran-related attacks. Rising crude added pressure to equities, especially growth names, as investors... Afficher plus Traduction

À propos de Maximilian Heitsch
Allemagne
Stratégie: Croissance

🚀 Long tech. & industry leaders 🏆 22% p.a. CAGR since 2020 💰 Copy min $1k for 6+ months
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