Giulio De Meo - etoro Popular Investor

Giulio De Meo @DeMeoInvestments

Performance
0% Return
All

2026

2025

2024

25.5%0%-25.5%

Return YTD 9.62%

Return 2Y 56.88%

Avg. Risk Score (last 7D)

Profitable Weeks 55.56%

Discussions

Giulio De Meo

Spain

For the first time in history, most of the traffic on the internet is not human. Cloudflare just reported that machine to machine AI traffic crossed 50% of total volume on its network. Not people browsing. Agents, models and bots talking to each other. That is the most important number I have seen... Show More

Giulio De Meo

Spain

The most expensive GPUs on earth are sitting in boxes. Not because nobody wants them. Because there is no electricity to plug them in. That is not a metaphor. Microsoft is holding AI accelerators in inventory it physically cannot install. Satya Nadella, in his own words: "The biggest issue we... Show More

Giulio De Meo

Spain

20d

Everyone owns "AI." Almost no one owns the stack. The mistake is thinking the AI trade is one ticker. It's a chain, and I own the whole thing. Compute: $NVDA (NVIDIA Corporation), $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR), $AVGO (Broadcom Inc), the brains. Equipment &... Show More

Giulio De Meo

Spain

1mo

The market just split in two, and our side is the one working While the headlines chase Nvidia's correction, capital is quietly rotating into the picks and shovels. Lam Research breaking out with the equipment names. KLA running double digits beside it. The machines that print every advanced chip,... Show More

Giulio De Meo

Spain

2mo

Why will your next iPhone cost more? Because of a stock that's up 800%. Tim Cook just admitted Apple will have to raise iPhone prices. The reason? A shortage of memory chips. That same shortage has Micron $MU (Micron Technology, Inc.) up 831% in a year, now worth over $1.2 trillion. Its HBM memory,... Show More

Giulio De Meo

Spain

2mo

The track record is fully public, and I want it that way. Since Feb 2024: • 2024: +12.74% • 2025: +25.47% • 2026 YTD: +11.07% ≈ +57% compounded. No black box. The strategy is concentrated, picks-and-shovels exposure to the AI infrastructure buildout — $NVDA (NVIDIA Corporation), $AVGO (Broadcom Inc),... Show More

Giulio De Meo

Spain

2mo

Two weeks, four moods. A trillion-dollar selloff in semis. Then a sharp rally. Then a chip pullback. Then a Fed day that swung every index around. Anyone trading the headlines got whipsawed: buy the top, sell the bottom, repeat. We didn't change a single position. Nothing under the surface actually... Show More

Giulio De Meo

Spain

2mo

The biggest macro overhang of 2026 just lifted. After three-plus months of war, the US and Iran reached a deal to end the conflict and reopen the Strait of Hormuz, the chokepoint for roughly 20% of the world's oil. Signing is set for Friday. Trump's words: "Ships of the World, start your... Show More

Giulio De Meo

closed a $DELL buy position

Spain

2mo

I just closed the trade at a profit of 253.66%

Not investment advice. The author may have financial interests in the mentioned instruments.

DELL

Dell Technologies Inc C

253.66%

Trade Story

Giulio De Meo

Spain

2mo

The SaaSpocalypse, and what we are doing about it In February the market wiped around 285 billion dollars off software in 48 hours, the worst day for the sector since the 2020 crash The fear had a name, seat compression If one AI agent does the work of ten people, you buy ten seats not a hundred, and... Show More

Giulio De Meo
@DeMeoInvestments

Performance
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About Giulio De Meo
Spain
Strategy: Growth

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About Giulio De Meo
Spain
Strategy: Growth