Michele Cesari
Michele Cesari @Mexploder

Rendimento
Tutti

1.38%2026
2026
21.36%2025
2025
22.79%2024
2024
38.44%2023
2023
-36.56%2022
2022
23.42%2021
2021
80.87%2020
2020
-11.58%2019
2019
80.9%0%-80.9%
Opinioni
Michele Cesari
Michele Cesari
Italia
10g
๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž๐๐จ๐ฐ: ๐“๐ก๐ž ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐ฐ๐š๐ฌ ๐ฐ๐ซ๐จ๐ง๐ . ๐‰๐ž๐ง๐ฌ๐ž๐ง ๐‡๐ฎ๐š๐ง๐  ๐š๐ฅ๐ซ๐ž๐š๐๐ฒ ๐ค๐ง๐ž๐ฐ. 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... Mostra di piรน Traduci
Michele Cesari
Michele Cesari
Italia
18g
๐๐ฏ๐ข๐๐ข๐š ๐ฏ๐š๐ฅ๐ข๐๐š๐ญ๐ž๐ฌ ๐ญ๐ก๐ž ๐œ๐ฒ๐œ๐ฅ๐ž: ๐€๐ˆ ๐ข๐ฌ ๐ง๐จ ๐ฅ๐จ๐ง๐ ๐ž๐ซ ๐š ๐ฉ๐ซ๐จ๐ฆ๐ข๐ฌ๐ž 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 โ€” long-term Treasury yields were touching levels... Mostra di piรน Traduci
Michele Cesari
Michele Cesari
Italia
1me
๐‘จ๐‘ฐ ๐’Š๐’” ๐’ƒ๐’“๐’๐’‚๐’…๐’†๐’๐’Š๐’๐’ˆ: ๐’„๐’๐’†๐’‚๐’“ ๐’”๐’Š๐’ˆ๐’๐’‚๐’๐’” ๐’‡๐’“๐’๐’Ž ๐’„๐’‰๐’Š๐’‘๐’” ๐’•๐’ ๐’„๐’๐’๐’–๐’… 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 โ€” it's... Mostra di piรน Traduci
Michele Cesari
Michele Cesari
Italia
1me
๐€๐ˆ ๐‡๐š๐ฌ ๐’๐ญ๐จ๐ฉ๐ฉ๐ž๐ ๐๐ซ๐จ๐ฆ๐ข๐ฌ๐ข๐ง๐ . ๐๐จ๐ฐ ๐ˆ๐ญ ๐ƒ๐ž๐ฅ๐ข๐ฏ๐ž๐ซ๐ฌ ๐‘๐ž๐ฏ๐ž๐ง๐ฎ๐ž. 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... Mostra di piรน Traduci
Michele Cesari
Michele Cesari
Italia
2mo
Modificato
๐—”๐—œ ๐—œ๐˜€๐—ป'๐˜ ๐—ช๐—ฎ๐—ถ๐˜๐—ถ๐—ป๐—ด ๐—ณ๐—ผ๐—ฟ ๐—ฃ๐—ฒ๐—ฎ๐—ฐ๐—ฒ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—š๐˜‚๐—น๐—ณ 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... Mostra di piรน Traduci
Michele Cesari
Michele Cesari
Italia
2mo
๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€ ๐—น๐—ผ๐—ผ๐—ธ ๐—ฎ๐—ต๐—ฒ๐—ฎ๐—ฑ: ๐—ฎ๐—น๐—น-๐˜๐—ถ๐—บ๐—ฒ ๐—ต๐—ถ๐—ด๐—ต๐˜€ ๐—ฎ๐—บ๐—ถ๐—ฑ ๐˜๐—ต๐—ฒ ๐—ฐ๐—ฟ๐—ถ๐˜€๐—ถ๐˜€ This week was dominated by the US-Iran war and the closure of the Strait of Hormuz โ€” an event the IEA described as the largest oil supply disruption in modern history. Yet within days, the announcement of a conditional... Mostra di piรน Traduci
Michele Cesari
Michele Cesari
Italia
3mo
๐—ก๐—ฎ๐˜ƒ๐—ถ๐—ด๐—ฎ๐˜๐—ถ๐—ป๐—ด ๐—ฉ๐—ผ๐—น๐—ฎ๐˜๐—ถ๐—น๐—ถ๐˜๐˜† ๐˜„๐—ถ๐˜๐—ต ๐—ฉ๐—ถ๐˜€๐—ถ๐—ผ๐—ป 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... Mostra di piรน Traduci
Michele Cesari
Michele Cesari
Italia
4mo
๐—ฆ๐—ผ๐—ณ๐˜๐˜„๐—ฎ๐—ฟ๐—ฒ ๐—ฆ๐—ฒ๐—น๐—น-๐—ข๐—ณ๐—ณ: ๐—ฅ๐—ฒ๐—ฎ๐—น ๐—ฅ๐—ถ๐˜€๐—ธ๐˜€, ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐—ถ๐—ฐ ๐—ข๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜‚๐—ป๐—ถ๐˜๐—ถ๐—ฒ๐˜€ The recent sell-off in software stocks reflects growing investor concerns about the impact of artificial intelligence on traditional SaaS business models. Elevated valuation multiplesโ€”built on recurring... Mostra di piรน Traduci
Michele Cesari
Michele Cesari
Italia
4mo
๐—ก๐—ฒ๐˜๐—ณ๐—น๐—ถ๐˜… ๐—ฑ๐—ผ๐˜„๐—ป ๐Ÿฏ๐Ÿฑ% ๐—ณ๐—ฟ๐—ผ๐—บ ๐—ถ๐˜๐˜€ ๐—ต๐—ถ๐—ด๐—ต๐˜€: ๐—ผ๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜‚๐—ป๐—ถ๐˜๐˜† ๐—ผ๐—ฟ ๐˜ƒ๐—ฎ๐—น๐˜‚๐—ฒ ๐˜๐—ฟ๐—ฎ๐—ฝ? 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... Mostra di piรน Traduci
Michele Cesari
Michele Cesari
Italia
5mo
๐†๐จ๐จ๐ ๐ฅ๐ž ๐จ๐ฏ๐ž๐ซ๐ญ๐š๐ค๐ž๐ฌ ๐€๐ฉ๐ฉ๐ฅ๐ž ๐Ÿš€ 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... Mostra di piรน Traduci

Informazioni Michele Cesari
Italia
Strategia: Valore

Long-term investor on wide-moat compounders at fair prices. No leverage, no shorts.
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