☕ September Portfolio Check-In | Me & Chat
30 September 2026
👤 Me: Monthly check-in. Are we rich yet?
🤖 Chat: Still no.
👤 Me: This joke is becoming concerning.
🤖 Chat: September was concerning enough without my help.
The Fed raised rates 25 bps to 3.75–4.00%, U.S. Treasury yields spent the... Show More
🚨 **Quick AI Infrastructure Check | Oracle**
👤 **Me:** $ORCL (Oracle Corporation) just invoked *force majeure* on a huge AI data center.
Is this where the AI bubble finally explodes?
🤖 **Chat:** Not yet.
But this is an important crack to watch.
Oracle’s **Project Jupiter** in New Mexico is planned... Show More
☕ September Portfolio Check-In | Me & Chat
3 September 2026
👤 Me: Last time you said Nvidia could ruin August.
🤖 Chat: It didn't.
👤 Me: Suspicious.
🤖 Chat: $NVDA (NVIDIA Corporation) reported $96.2B revenue, +106% YoY, with Data Center +117%. Shares jumped 8.7% the next day.
AI infrastructure... Show More
☕ **August Portfolio Check-In | Me & Chat**
*25 August 2026*
👤 **Me:** Monthly check-in. Are we rich yet?
🤖 **Chat:** Still no.
👤 **Me:** Your performance review is going badly.
🤖 **Chat:** On the bright side, the portfolio survived another month of AI euphoria, bond stress, geopolitics and... Show More
🧭 HOW MY PORTFOLIO IS BUILT
My portfolio contains companies from several industries and countries, but it is not intended to be a random collection of stocks.
Every meaningful position should perform a specific job within the portfolio.
The percentages below represent my long-term allocation framework,... Show More
🛡️ RISK, DRAWDOWNS AND WHAT TO EXPECT
Before following or copying any investor, it is important to understand not only the potential return, but also the behaviour and risk behind it.
My portfolio is designed for long-term capital growth. It is diversified across several themes, industries and regions,... Show More
From $GME (GameStop Corp.) And Cruise Ships To A Portfolio That Finally Feels Serious
I started investing on eToro in April 2020.
I did not begin with a sophisticated strategy, asset-allocation model or ten-year plan. I started with shares of my beloved IT employer.
Then I joined the $GME fun, rode... Show More
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Tue Oct 06 2026 21:04:18 GMT+0000 (Coordinated Universal Time)