Antonio Menditto – etoro Popular Investor

Antonio Menditto @TonyMusante

Prestaties
0% Rendement
Alles

2026

2025

2024

2023

2022

2021

2020

33.4%0%-33.4%

Rendement YTD 28.6%

Rendement 2J 75.39%

Gemiddelde risicoscore (laatste 7D)

Winstgevende weken 65.45%

Discussies

Antonio Menditto

Italië

🤖 AI Is Still a Megatrend — But It’s Time to Be More Selective AI remains one of the strongest structural investment themes. But after the extraordinary performance of many AI-related assets, I think the key question for investors is changing. It is no longer simply “Will AI continue to grow?” I believe... Meer weergeven Vertalen

Antonio Menditto

Italië

🎒 What should investors carry into the final part of 2026? Markets emerged from the summer looking surprisingly resilient, but beneath the surface the environment has become more demanding. 🛢️ Oil is back as an inflation risk. Renewed geopolitical tensions pushed crude prices sharply higher. More... Meer weergeven Vertalen

Antonio Menditto

Italië

16d

Markets are running hot — but this is exactly when discipline matters most Global equities remain close to record levels, supported once again by technology and AI. But beneath the surface, the investment landscape is becoming increasingly complex. 1️⃣ AI remains the main growth engine Nvidia delivered... Meer weergeven Vertalen

Antonio Menditto

Italië

21d

Markets are entering a phase where growth is no longer enough — the cost of funding that growth is becoming just as important. The latest market signals point to an increasingly complex environment. Long-term US yields remain elevated, energy prices are adding renewed inflationary pressure, and the... Meer weergeven Vertalen

Antonio Menditto

Italië

Earnings Are Strong, but the Market Is Becoming More Selective The latest earnings season is sending an important message: corporate profitability remains remarkably resilient despite geopolitical and macroeconomic uncertainty. 1. Earnings growth is broadening beyond tech. In Italy, aggregate FTSE... Meer weergeven Vertalen

Antonio Menditto

Italië

Markets are entering a new phase: fundamentals are back in the spotlight. Over the past few weeks, investors have received a clear message: markets are becoming increasingly driven by fundamentals rather than expectations alone. The Federal Reserve kept interest rates unchanged, reinforcing its data-dependent... Meer weergeven Vertalen

Antonio Menditto

Italië

2mnd

Markets are being driven by geopolitics once again. Yesterday’s trading session highlighted how quickly macro events can outweigh company fundamentals. The main catalyst was the renewed tension between the United States and Iran, which pushed investors back toward energy markets and inflation expectations.... Meer weergeven Vertalen

Antonio Menditto

Italië

2mnd

Is the market becoming less forgiving? The latest earnings season suggests we’re entering a new phase of the market—one where execution matters more than expectations. Several companies delivered solid financial results, yet investors reacted very differently depending on the quality of those earnings. Microsoft... Meer weergeven Vertalen

Antonio Menditto

Italië

2mnd

The latest earnings season delivered an important reminder: markets are becoming much more selective. Strong revenue growth alone is no longer enough. Investors increasingly want to see expanding margins, disciplined capital allocation and clear returns on AI investments. Microsoft is a perfect example.... Meer weergeven Vertalen

Antonio Menditto

Italië

3mnd

**From AI Hype to Earnings Reality** Last week offered a useful reminder that markets don't move in straight lines. The **Nasdaq fell 4.6%**, the **S&P 500 lost 1.9%**, while several AI leaders—including **NVIDIA (-8.6%)**, **Alphabet (-8.3%)** and **Apple (-4.8%)**—experienced sharp pullbacks... Meer weergeven Vertalen