Adamos Hadjiantoniou
Adamos Hadjiantoniou @AdamosH

Performance
All

4.33%2025
2025
17.89%2024
2024
36.66%2023
2023
-9.53%2022
2022
36.7%0%-36.7%
Discussions
Adamos Hadjiantoniou
Cyprus
3d
Another dense week across AI, semis, and consumer retail. Hereโ€™s the distilled version of what actually matters for our portfolio: โ€ข $META (Meta Platforms Inc) is reportedly exploring 30% metaverse budget cuts, a long-overdue concession to efficiency after $18B in 12-month operating losses. โ€ข $AMZN... Show More
Adamos Hadjiantoniou
Cyprus
4d
$META (Meta Platforms Inc)'s Reality Labs lost $18B over the last twelve months. Mark knows exactly what investors want to hear. Budget cuts as high as 30% are coming, according to Bloomberg.
Adamos Hadjiantoniou
Cyprus
4d
J.P. Morgan initiates coverage on Greggs $GRG.L (Greggs PLC) with an Overweight and a 2,110p PT, ~35% upside. Key comments: Valuation at trough levels despite sector-leading margins (62%), strong unit economics, and major catalysts from 2026 as new distribution centres come online. Bull case: 2,430p.... Show More
Yeah ๐Ÿ‘
100.00%
Nooo โŒ
100.00%
15 Votes
Adamos Hadjiantoniou
Cyprus
4d
$AMD (Advanced Micro Devices Inc) printed another high revenue ticket with Vultr (24k MI355X GPUs). AMD co-led Vultrโ€™s $333M funding round late last year. Now, Vultr is spending big on AMD chips. We saw this playbook with $NVDA (NVIDIA Corporation) . Does this demand exist without the checkbook? ๐Ÿค”
Adamos Hadjiantoniou
Cyprus
9d
High quality stock ideas trading well below their 52-week high. $ADBE (Adobe Systems Inc) $ODFL (Old Dominion Freight Line Inc) $CPRT (Copart Inc)
Adamos Hadjiantoniou
Cyprus
10d
In investing, time is your greatest asset! $SPX500 $VOO (Vanguard S&P 500 ETF)
Adamos Hadjiantoniou
Cyprus
12d
Added to $GRG.L (Greggs PLC) at the end of September and yesterday's move adds some fuel to the idea that the market was underpricing its growth. Davy just launched coverage with an outperform and a ยฃ17.30 target, which shines a bit more light on the story. My thesis stays the same: steady store... Show More
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GRG.L
Greggs PLC
1622.56
-14.98 (-0.91%)
Adamos Hadjiantoniou
Cyprus
14d
$NVDA (NVIDIA Corporation) dropped over 2.5% after reports that $GOOGL (Alphabet Inc Class A) may start selling its TPU AI chips directly to customers like $META (Meta Platforms Inc) by 2027. This would be a major shift from Googleโ€™s current model of only renting TPU access through Cloud. If Google... Show More
Google
100.00%
Nvidia
100.00%
Amd
100.00%
71 Votes
Adamos Hadjiantoniou
Cyprus
17d
Come and vote on this poll. I really want to learn more about your sentiment regarding AI.
Adamos Hadjiantoniou
Cyprus
18d
$AMD (Advanced Micro Devices Inc) AI roadmap is looking incredibly fragile due to OpenAI. Letโ€™s do the napkin math: -AMD projects ~80% CAGR for Instinct GPUs over the next 3-5 five years. Assuming $6.5 billion in FY25, this translates to ~$120 billion by 2030 and ~$260B cumulative revenue during the... Show More
Bearish?
100.00%
Bullish?
100.00%
58 Votes
Adamos Hadjiantoniou
Cyprus
18d
$AMD (Advanced Micro Devices Inc) AI roadmap is looking incredibly fragile due to OpenAI. Letโ€™s do the napkin math: -AMD projects ~80% CAGR for Instinct GPUs over the next 3-5 five years. Assuming $6.5 billion in FY25, this translates to ~$120 billion by 2030 and ~$260B cumulative revenue during the... Show More
Bearish?
100.00%
Bullish?
100.00%
58 Votes

About Adamos Hadjiantoniou
Cyprus
Strategy: Value

Long term investor performing fundamental analysis. Price always matters! โš–
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