Andrea Diana
Andrea Diana @AndrewHow

Performance
All

0.22%2026
2026
6.22%2025
2025
-2.84%2024
2024
54.88%2023
2023
1.59%2022
2022
54.9%0%-54.9%
Discussions
Andrea Diana
Andrea Diana
Italy
8d
Edited
Weekly Update: Rethinking my Broadcom position Quick one on Broadcom $AVGO (Broadcom Inc) $AVGO.EUR this week 👀 It's currently sitting around -5.8% since I opened the position, and honestly, that's not a red flag for me, it's information. Nothing about the business has changed: they're... Show More
Andrea Diana
Andrea Diana
Italy
15d
Edited
Software's Comeback: Was the Sell-Off Ever Justified? Hello all, coming back after a long pause as I had compliance restrictions at my day job that kept me from posting for a while, but now are sort it. So, I guess you all remember the "SaaSocalypse" of early 2026, right? AI disruption... Show More
Andrea Diana
Andrea Diana
Italy
5mo
𝐑𝐢𝐬𝐤-𝐨𝐧, 𝐫𝐞𝐚𝐥𝐢𝐭𝐲-𝐨𝐟𝐟: 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐚𝐫𝐞 𝐩𝐫𝐢𝐜𝐢𝐧𝐠 𝐨𝐩𝐭𝐢𝐦𝐢𝐬𝐦 𝐟𝐚𝐬𝐭𝐞𝐫 𝐭𝐡𝐚𝐧 𝐫𝐢𝐬𝐤𝐬 𝐚𝐫𝐞 𝐟𝐚𝐝𝐢𝐧𝐠 Hello everyone, today a quick snapshot on the actual market conditions. Global markets continue to show a clear “risk-on” tone, with equities resilient and... Show More
Andrea Diana
Andrea Diana
Italy
7mo
Summary of Recent Performance and Outlook of $HUBS (HubSpot) -> After the Earnings: HubSpot reported strong fourth-quarter results that surpassed the high end of its guidance for key financial measures. Total revenue grew 18% year over year in constant currency to $847 million, with an adjusted... Show More
Andrea Diana
Andrea Diana
Italy
7mo
UPDATE ON MY TOP LONG TERM CONVICTIONS Hello everyone, hope you're all navigating this volatility with calmness! Here’s a quick portfolio update on my highest-conviction names with FairValue based on DCF and ratings from Morningstar to have a benchmark. ✅ $META (Meta Platforms Inc) (Meta Platforms)... Show More
Andrea Diana
Andrea Diana
Italy
7mo
📊 ETH – Facciamo il punto sui Grafici Ciao a tutti, In questo momento $ETH sta lavorando su aree storicamente molto liquide, dove in passato il mercato ha spesso assorbito pressione in eccesso. 👉 Un punto chiave è la distanza dalla SMA 50 weekly: siamo tornati su livelli di massima estensione negativa,... Show More Translate
Andrea Diana
Andrea Diana
Italy
7mo
📉 Post senza fronzoli: Mercati Tech in calo? È paura, non un cedimento strutturale dei fondamentali. Ciao a tutti. Negli ultimi giorni i principali indici globali hanno registrato una correzione significativa, con Nasdaq e S&P 500 in ribasso, e i titoli tecnologici e software in particolare sotto... Show More Translate
Andrea Diana
Andrea Diana
Italy
8mo
$UNH (UnitedHealth) e Healthcare: “difensivo” nel 2026, ma con un nuovo pricing del rischio Nei recenti outlook istituzionali, l’healthcare torna a essere citato come settore interessante per il 2026: BlackRock (iShares) parla di potenziale “comeback” grazie a fondamentali solidi e valutazioni più ragionevoli,... Show More Translate
Andrea Diana
Andrea Diana
Italy
8mo
Davos 2026: la geopolitica torna “macro” (e i mercati lo stanno dicendo con oro, yen e dollaro) Ciao a tutti, Davos si è chiusa con un sotto-testo che vale più dei panel: l’incertezza geopolitica non è più un rumore episodico, ma una variabile strutturale che gli investitori stanno incorporando nel... Show More Translate
Andrea Diana
Andrea Diana
Italy
8mo
Edited
🧊 Europe’s LNG wave in 2026: more supply, different playbook The IEA’s latest Gas Market Report highlights a major shift for Europe: LNG imports are projected to hit a new record in 2026 (185 bcm), above the previous record of 175 bcm in 2025. Why this matters: This isn’t just “more gas”. It’s more... Show More

About Andrea Diana
Italy
Strategy: Growth

Investor with +10 yrs of exp Concentrated Quality Growth Portfolio with Selective Alpha
Show Full Bio
10 Copiers
1.4K Followers

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Recently Traded

ETH
ETH
Opened•08/09/26, 08:23
▴-0.23%
P/L
AVGO.RTH
AVGO.RTH
Closed•04/09/26, 13:47
▴-0.26%
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GOOGL
GOOGL
Opened•04/09/26, 09:43
▴-3.25%
P/L
CNDX.L
CNDX.L
Closed•04/09/26, 09:33
0%
P/L
CNDX.L
CNDX.L
Closed•04/09/26, 09:33
▴1.65%
P/L