Alessandro Casali
Alessandro Casali @ca_sual

Performance
All

3.04%2026
2026
10.34%2025
2025
32.04%2024
2024
53.29%2023
2023
-7.07%2022
2022
53.3%0%-53.3%
Alessandro Casali
Hi all, markets remain focused on geopolitical tensions and the risk of higher inflation, but the underlying US economy still appears relatively resilient. Growth expectations remain positive, consumer spending is holding up, and labor market data has not yet signaled a major slowdown. At the same... Show More
Alessandro Casali
Hi all, recent macro data continues to paint a mixed but resilient economic picture. In the U.S., inflation remains on a gradual cooling path, with headline CPI trending closer to the Federal Reserveโ€™s target, while some producer price components showed persistence, suggesting underlying pressures are... Show More
Alessandro Casali
Good evening all, yesterday, the Federal Reserve decided to keep interest rates unchanged, reinforcing a cautious and data-dependent approach to monetary policy. The key message from the meeting was that inflation is continuing to ease, but has not yet returned to the 2% target. At the same time, the... Show More
Alessandro Casali
Hi all, last Wednesday, the FED delivered another rate cut, reinforcing the shift toward a more accommodative stance after clear signs of slowing growth and easing inflation pressures. While the move was largely expected, the Fedโ€™s tone remains cautious, stressing strong data-dependence. Looking ahead,... Show More
Alessandro Casali
๐Ÿ‘‹๐Ÿป Hi all, what about $TERN ? The stock is on a ๐Ÿš€ today. The company reported ๐—ถ๐—บ๐—ฝ๐—ฟ๐—ฒ๐˜€๐˜€๐—ถ๐˜ƒ๐—ฒ ๐—ฃ๐—ต๐—ฎ๐˜€๐—ฒ ๐Ÿญ ๐—ฟ๐—ฒ๐˜€๐˜‚๐—น๐˜๐˜€ for its investigational ๐—–๐— ๐—Ÿ (๐—–๐—ต๐—ฟ๐—ผ๐—ป๐—ถ๐—ฐ ๐— ๐˜†๐—ฒ๐—น๐—ผ๐—ถ๐—ฑ ๐—Ÿ๐—ฒ๐˜‚๐—ธ๐—ฒ๐—บ๐—ถ๐—ฎ) ๐˜๐—ต๐—ฒ๐—ฟ๐—ฎ๐—ฝ๐˜† ๐—ง๐—˜๐—ฅ๐—ก-๐Ÿณ๐Ÿฌ๐Ÿญ, achieving a ๐Ÿณ๐Ÿฑ% ๐—บ๐—ฎ๐—ท๐—ผ๐—ฟ ๐—บ๐—ผ๐—น๐—ฒ๐—ฐ๐˜‚๐—น๐—ฎ๐—ฟ ๐—ฟ๐—ฒ๐˜€๐—ฝ๐—ผ๐—ป๐˜€๐—ฒ... Show More
Alessandro Casali
๐Ÿ‘‹๐Ÿป Happy Saturday all, yesterday, ๐—ฆ๐—ฒ๐—ฝ๐˜๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ ๐—–๐—ฃ๐—œ ๐—ฐ๐—ฎ๐—บ๐—ฒ ๐—ถ๐—ป ๐—ฎ๐˜ +๐Ÿฏ.๐Ÿฌ% ๐—ฌ๐—ผ๐—ฌ (vs +3.1% expected by analysts), easing pressure on the Federal Reserve's rate path; markets welcomed the print with modest gains. Meanwhile in last weeks, $AMD (Advanced Micro Devices Inc) announced... Show More
Alessandro Casali
๐Ÿ‘‹๐Ÿป Hi all, last Wednesday the FED cut rates by 25bp, a move aimed at addressing ๐˜€๐—ถ๐—ด๐—ป๐˜€ ๐—ผ๐—ณ ๐—น๐—ฎ๐—ฏ๐—ผ๐—ฟ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐˜„๐—ฒ๐—ฎ๐—ธ๐—ป๐—ฒ๐˜€๐˜€ ๐˜„๐—ต๐—ถ๐—น๐—ฒ ๐˜€๐˜๐—ถ๐—น๐—น ๐˜๐—ฟ๐˜†๐—ถ๐—ป๐—ด ๐˜๐—ผ ๐—ธ๐—ฒ๐—ฒ๐—ฝ ๐—ด๐—ฟ๐—ผ๐˜„๐˜๐—ต ๐—ผ๐—ป ๐˜๐—ฟ๐—ฎ๐—ฐ๐—ธ. ๐—ข๐—ป ๐—ผ๐—ป๐—ฒ ๐˜€๐—ถ๐—ฑ๐—ฒ, seasoned investors like Oaktreeโ€™s Howard Marks warn we may... Show More
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WMT
Walmart Inc.
110.32
-0.0700 (-0.06%)
Alessandro Casali
๐Ÿ‘‹๐Ÿป Hi all, what about $WMT (Walmart Inc.) ? ๐Ÿ’ช๐Ÿป The company reported ๐—ฏ๐—ฒ๐˜๐˜๐—ฒ๐—ฟ-๐˜๐—ต๐—ฎ๐—ป-๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฐ๐˜๐—ฒ๐—ฑ ๐—ฟ๐—ฒ๐˜ƒ๐—ฒ๐—ป๐˜‚๐—ฒ results for the ๐—ค๐Ÿฎ '๐Ÿฎ๐Ÿฑ before the opening bell today. - ๐—”๐—ฑ๐—ท๐˜‚๐˜€๐˜๐—ฒ๐—ฑ ๐—˜๐—ฃ๐—ฆ of $0.68, softer than Wall Street was projecting - ๐Ÿ’ฐ ๐—ฅ๐—ฒ๐˜ƒ๐—ฒ๐—ป๐˜‚๐—ฒ came in at $177.4B,... Show More
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WMT
Walmart Inc.
110.32
-0.0700 (-0.06%)
Alessandro Casali
๐Ÿ‘‹๐Ÿป Hi all, what about $AMD (Advanced Micro Devices Inc) ? ๐Ÿ’ช๐Ÿป The company reported ๐—ฏ๐—ฒ๐˜๐˜๐—ฒ๐—ฟ-๐˜๐—ต๐—ฎ๐—ป-๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฐ๐˜๐—ฒ๐—ฑ ๐—ฟ๐—ฒ๐˜ƒ๐—ฒ๐—ป๐˜‚๐—ฒ results for the ๐—ค๐Ÿฎ '๐Ÿฎ๐Ÿฑ after the closing bell yesterday. - ๐—”๐—ฑ๐—ท๐˜‚๐˜€๐˜๐—ฒ๐—ฑ ๐—˜๐—ฃ๐—ฆ of $0,48, in line with Wall Streetโ€™s consensus estimate - ๐Ÿ’ฐ ๐—ฅ๐—ฒ๐˜ƒ๐—ฒ๐—ป๐˜‚๐—ฒ... Show More
Alessandro Casali
๐Ÿ‘‹๐Ÿป Hi all, what about $ASML (ASML Holding NV) ? ๐Ÿ’ช๐Ÿป The Dutch company reported strong fiscal ๐—ค๐Ÿฎ '๐Ÿฎ๐Ÿฑ ๐—ฒ๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€ before the opening bell today. - ๐Ÿ’ฐ Total Net Sales of โ‚ฌ๐Ÿณ.๐Ÿณ๐—• with ๐—ด๐—ฟ๐—ผ๐˜€๐˜€ ๐—บ๐—ฎ๐—ฟ๐—ด๐—ถ๐—ป ๐—ผ๐—ณ ๐Ÿฑ๐Ÿฐ% - Net Income of โ‚ฌ๐Ÿฎ.๐Ÿฏ๐—• - ASML expects Q3 '25 Total Net Sales... Show More
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ASML
ASML Holding NV
1761.64
-39.87 (-2.21%)

About Alessandro Casali
Italy
Strategy: Multi-Strategy

Engineer with ๐—น๐—ผ๐—ป๐—ด ๐˜๐—ฒ๐—ฟ๐—บ strategy โณ and multi-asset allocation
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