👋Hello to my copiers and followers
I want to provide my view what is happening on the markets recently. The portfolio was in red numbers in July. Earnings season is here and with it plenty information, results and elevated market movement. Bring some ☕️, there is a lot of reading ahead, where I would... Show More
A small memo why I did not buy SpaceX when it went public. Today its shares went below it's IPO price.
I believe it's a great and successful company. Led by my favourite person Elon Musk.
One of the reasons was not the implied market cap. More importantly was its public float - the total amount... Show More
Dear Copiers, Q2 report 2026.
What a turbulent quarter — it felt like a roller coaster in May and June. Yet the portfolio still delivered a solid +10 % overall.
May drove strong gains from our biggest contributors ($SEDG, AMD, Samsung, and TE), fueled by AI and semiconductor demand. June saw profit-taking... Show More
Stock market today - my comment.
The recent tech sell off continues today. Started with Korean titles like Samsung dropping 10+ %, AMD around 5 % etc. Fueled most probably by concerns around AI tech heavy spending and FED raising interest rates.
Besides that for some time I see weakness in China markets.... Show More
Dear fellow investors.
Since Friday we continue with ongoing AI/tech volatility. I added the capital and increased our lowest weight positions in $0968.HK (Xinyi Solar Holdings Ltd) and $NIO (Nio Inc.-ADR) . They both stand now for 1+ % of our portfolio, which is the minimum threshold I want to keep... Show More
Market and portfolio update
Dear copiers.
What goes up too fast, is usually corrected, that is healthy state and that's what is happening right now.
Today is a market wide pullback, with growth stocks sliding after a strong U.S. jobs report reduced expectations for near-term Fed rate cuts. This... Show More
$SEDG (SolarEdge Technologies)
Since Deutsche Bank Global Solar & Clean Tech Conference - May 14, 2026 - shares are 33+ %.
I would prefer consistent, long-term progress rather than sudden spikes.
Not an investment advice.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Mon Aug 17 2026 09:30:57 GMT+0000 (Coordinated Universal Time)