@liborvasa Hi, I don’t want this to come across as provocative or negative in any way.
While PayPal and other stocks in your portfolio make sense to me as potential recovery plays given their business models and optionality, I struggle to understand the case for Adobe
I looked at it myself a year ago,... Vis flere Oversett
$CCJ (Cameco Corp) Why I’m Watching Uranium Closely — and Why Cameco (CCJ) LEU, and OKLO Are My Core Picks
I believe uranium is still early in what will become one of the most explosive sector
We are entering a world where electricity demand is accelerating fast — driven by AI, data canters, industrial... Vis flere Oversett
@ivanmccullagh1 Welcome on board!
Wanted to reach out directly to say this is a high-beta portfolio, so it can go up and down quickly, but over time it mainly goes up because of the stock selection and execution. This naturally comes with a higher chance of pullbacks along the way.
My approach remains... Vis flere Oversett
@Jendak1@ShengTaTseng
Welcome on board!
I can see you're already familiar with how this works, but I wanted to reach out directly since you're joining at a moment when the portfolio has just hit a new all-time high.
In a high-beta portfolio, phases like this often come with an increased probability... Vis flere Oversett
The artificial intelligence boom isn’t just about smarter models—it’s about the physical and digital infrastructure powering them. As demand for AI accelerates, several key sectors are emerging as critical enablers. For investors on platforms like eToro, understanding these layers can help frame where... Vis flere Oversett
$APH (Amphenol Corporation) Sometimes, among your carefully chosen stocks, one turns out to be the black sheep. On paper, it has everything, strong fundamentals, growth potential, analysts praising it, the whole “great company” story.
You buy it you’ve found a winner!
Then it quietly becomes the portfolio’s... Vis flere Oversett
$NVDA (NVIDIA Corporation) There’s something almost ironic about watching Nvidia today: the company at the center of the AI revolution… trading like its best days might already be behind it.
A year ago, it was untouchable. Every dip was a buying opportunity. Every rally was “just the beginning.” Now?... Vis flere Oversett
𝗧𝗵𝗲 𝗦𝘁𝗮𝘀𝗵 𝗼𝗳 𝗖𝗮𝘀𝗵
Markets feel tense. Geopolitics uncertain.
And honestly… it might get worse before it gets better.
So I made a move
I trimmed: Various stocks as I know how bad it could be without ready cash when badly needed
Cash is now ~15%.
Here’s why:
→ If markets drop: I’m... Vis flere Oversett
$SPX500 and $NSDQ100 Modern economies are significantly less energy-intensive than they were during the 1970s oil shocks — the oil intensity of GDP has fallen dramatically
Central banks are now far more credible and proactive, meaning they can anchor inflation expectations even when energy prices... Vis flere Oversett
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