Everyone’s calling the top. The companies building this thing didn’t get the memo.
Two weeks of the market swinging each direction, tech a but down, and the headlines have already decided how the story ends.
Bubble.
Overpriced.
Get out now.
Then you look at what the companies actually reported.
$ASML... Afficher plus Traduction
The report I have been waiting months for finally dropped today. And if you follow me, you know how loud I have been about this one lately.
Short version first, for anyone who just wants the vibe:
It is all good.
Better than good.
I read it, and it confirmed the same read on the industry i had for... Afficher plus Traduction
Welcome to the Strait of Hormuz in a quantum state.
One narrow strait now prices oil, food, and the AI trade at the same time. And right now nobody can tell you if it is open or closed.
Open and shut at once, depending on who posted last. Trump declares it open and toll-ready. Iran calls it closed.... Afficher plus Traduction
Sunday update for my copiers and followers.
Weeks like this are the real test of copy trading. The news flow was loud enough to shake anyone out. Portfolio shakes a bit but ended the week +1.4%, with part of the recent drawdown already back.
July is still slightly red. Year-to-date holds at +25%.
What... Afficher plus Traduction
Zuckerberg posted on X for the first time since he launched Threads to compete with it. The reason: Meta’s first ever paid AI model. Within minutes Musk flipped the announcement into a free ad for X. The irony no one mentioned: X now sits inside the same empire as xAI and SpaceX, so Zuck picked his rival’s... Afficher plus Traduction
Every day the market tries to manipulate you. Headlines scream. Someone with a big position wants YOU to buy their top or sell them your bottom.
Most people react to all of it. I stopped, and here’s how.
The trick isn’t reading the manipulation better. It’s putting yourself out of its reach, and that... Afficher plus Traduction
The hardest part of investing is often doing nothing.
After the recent sell-off in tech, the market feels stuck again. The bubble talk is back. “Everything is overvalued” is back. And naturally, the temptation appears: sell something, raise cash, rebalance, or do something smart-looking. But history... Afficher plus Traduction
Anthropic just gave me five more days on its best model. Nice for me. The more interesting question for investors: why is it rationed at all?
Fable 5 was supposed to leave subscription plans on July 7. Anthropic pushed that to July 12, still capped to 50% of the limit, still limited.
I burned through... Afficher plus Traduction
Today I reached Champion tier as a Pro Investor on eToro.
A bit of the road here. I became a Popular Investor in October 2025, after roughly three years of steady portfolio growth over +25% a year. Since then, over 70 people have decided to join the journey. That still feels surreal to write.
eToro... Afficher plus Traduction
The race nobody can afford to quit
The strangest thing about the AI race is that the people building it are often the same people warning us about it.
Musk warns about the danger, then opens xAI and builds Terafab. Altman warns about it, then raises the next hundred billion. The team at Anthropic built... Afficher plus Traduction
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