Michaela Ridzonova - Popular Investor | Strategia e performance

Michaela Ridzonova @mischellka

Rendimento
0% Rendimento
Tutti

2026

2025

2024

2023

37.1%0%-37.1%

Rendimento da inizio anno 2.34%

Rendimento a 2 anni 52.57%

Punteggio di rischio medio (ultimi 7 giorni)

Settimane in profitto 67.27%

Opinioni

Michaela Ridzonova

Slovacchia

AI Has a Memory Problem — and That’s the Opportunity AI performance is no longer limited by raw compute. The real constraint is how fast, how dense, and how efficiently data moves. As models scale, GPUs spend more time waiting for memory than calculating. That’s why the next AI winners won’t come from... Mostra di più Traduci

Michaela Ridzonova

Slovacchia

$WMT (Walmart Inc.) and $GOOG (Alphabet) said Sunday that shoppers will soon be able to use Google’s artificial intelligence assistant Gemini to more easily discover and buy products from the retail giant and its warehouse club, Sam’s Club. With the Google deal, Walmart is boosting its effort to keep... Mostra di più Traduci

Michaela Ridzonova

Slovacchia

𝐒𝐮𝐦𝐦𝐚𝐫𝐲 𝐨𝐟 𝐭𝐨𝐝𝐚𝐲’𝐬 𝐤𝐞𝐲 𝐞𝐯𝐞𝐧𝐭𝐬: - U.S. stock futures and European shares slid as concerns intensified over the independence of the Federal Reserve after the DOJ issued subpoenas and threatened a criminal probe into Fed Chair Jerome Powell, rattling risk sentiment. - Gold surged... Mostra di più Traduci

Michaela Ridzonova

Slovacchia

The broader European aerospace and defense sector trades at a discount to its US counterpart, based on forward price-to-earnings ratios. $BA.L (BAE Systems plc ) , $RHM.DE (Rheinmetall AG) , $LDO.MI (Leonardo SpA) , $HO.PA (Thales Group) , $SAABB.ST (Saab AB Ser. B) Traduci

Michaela Ridzonova

Slovacchia

Everyone is talking about AI chips. But AI doesn’t run on hype — it runs on electricity. U.S. data center power demand is expected to grow roughly 4× by 2030. Every ChatGPT prompt, every advanced GPU, and every cloud workload from Microsoft, Amazon, or Alphabet needs one thing first: power. Someone... Mostra di più Traduci

Michaela Ridzonova

Slovacchia

$INTC (Intel) stock climbed 10% on Friday after CEO Lip-Bu Tan met with President Donald Trump, continuing a rally that has seen the stock more than double since the U.S. took a stake in the chipmaker in August. “The United States Government is proud to be a Shareholder of Intel,” Trump said in a Truth... Mostra di più Traduci

Michaela Ridzonova

Slovacchia

Glencore’s London-listed shares popped 8% on Friday morning, after it was confirmed a possible $260 billion takeover bid from Rio Tinto was back on the table. Shares were last seen 8.5% higher. Meanwhile, London-listed shares of Rio Tinto fell 2.6%, after its Australian shares ended Friday’s session... Mostra di più Traduci