Cameron Haldane
Cameron Haldane @cameronhaldane

Performance
All

38.64%2026
2026
57.38%2025
2025
57.4%0%-57.4%
Discussions
Cameron Haldane
Cameron Haldane
Australia
6d
📊 If you want to take a deeper look at my stats, performance and trading history, you can check them out here: bullaware.com/etoro/cameronhaldane Always happy to be transparent with the numbers — the good and the bad. 📈
Not investment advice. The author may have financial interests in the mentioned instruments.
Cameron Haldane
Cameron Haldane
Australia
6d
US markets are sitting near record highs, but this week could tell us a lot about where we go next. The overall setup still looks bullish to me, especially around AI, but there are a few major catalysts worth watching. Inflation is front and centre. CPI, followed by PPI, will give us a better idea... Show More
Cameron Haldane
Cameron Haldane
Australia
19d
**The Next Major Test for the AI Market** $MSFT (Microsoft) and $AMZN (Amazon.com Inc) have now delivered strong evidence that demand for cloud computing and AI infrastructure remains very real. $AMZN’s AWS growth accelerated to 37%, while management increased its planned 2026 capital expenditure to... Show More
Cameron Haldane
Cameron Haldane
Australia
2mo
Edited
2026 Portfolio Update | +40.7% YTD It has been a while since my last full portfolio update, so here is a quick overview for current copiers and anyone visiting my profile for the first time. As of 17 June 2026, my portfolio has returned: 🟢 +40.7% year to date 🟢 +121.43% over the past 12months YTD... Show More
Cameron Haldane
Cameron Haldane
Australia
3mo
Today has been a red day across the portfolio, especially across AI, semiconductor and cybersecurity names. The key point for me is that the fundamentals have not suddenly disappeared. $AVGO (Broadcom Inc) reported AI semiconductor revenue of around $10.8B, with management guiding for around $16B next... Show More
Cameron Haldane
Cameron Haldane
Australia
3mo
One of the most important investment themes emerging alongside AI is the growing demand for power and energy infrastructure. Most investors focus on the companies designing the chips, but AI also requires enormous amounts of electricity, cooling, transmission infrastructure and grid upgrades. Without... Show More
Cameron Haldane
Cameron Haldane
Australia
3mo
Edited
With several holdings reporting earnings over the next two weeks, this could be one of the more volatile periods for my portfolio. The reports I'll be watching most closely are: • $ORCL (Oracle Corporation) (June 10) • $AVGO (Broadcom Inc) (June 3) • $CRWD (Crowdstrike Holdings) (June 3) What... Show More
Cameron Haldane
Cameron Haldane
Australia
3mo
After a strong run, I partially closed a small portion of my AMD position today, realizing a gain of over 340%. This isn't a change in my long-term conviction. It's simply portfolio management. I prefer trimming positions occasionally rather than making all-or-nothing decisions. It helps manage... Show More
Cameron Haldane
Cameron Haldane
Australia
3mo
Initiated a small position in $AVGO (Broadcom Inc) (Broadcom Inc) today. Long-term thesis remains centered around the continued growth of AI infrastructure, data center demand, networking, and custom silicon. Following recent profit-taking elsewhere, I'm gradually reallocating capital into businesses... Show More
Cameron Haldane
Cameron Haldane
Australia
3mo
Edited
Took some partial profits on $ASTS (AST SpaceMobile Inc) SpaceMobile at 129.0 after a 46% run in 10 days. Long-term thesis remains unchanged, but after such a rapid move I prefer actively managing position sizing and protecting gains while still maintaining core exposure. Still watching execution, satellite... Show More
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ASTS
AST SpaceMobile Inc
67.22
-3.92 (-5.51%)

About Cameron Haldane
Australia
Strategy: Growth

Growth tech investor | Long-term mindset | Risk-aware | Sharing the journey
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3 Copiers
221 Followers

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