Alexander Lauritzen
Alexander Lauritzen @DirachInvest

Performance
All

25.66%2026
2026
55.68%2025
2025
46.29%2024
2024
69.60%2023
2023
-52.34%2022
2022
14.13%2021
2021
-1.16%2020
2020
69.6%0%-69.6%
Discussions
Alexander Lauritzen
Alexander Lauritzen
Denmark
2h
Edited
𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 | 𝐖𝐡𝐚𝐭 𝐈’𝐦 𝐖𝐚𝐭𝐜𝐡𝐢𝐧𝐠 𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤 Happy Monday everyone! ☕ The market enters a new week close to record highs, and there are a few things I’ll be watching closely. 𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎 𝐀𝐓 𝐀𝐋𝐋-𝐓𝐈𝐌𝐄 𝐇𝐈𝐆𝐇𝐒 A big milestone for everyone following... Show More
Alexander Lauritzen
Alexander Lauritzen
Denmark
3d
WEEKLY PORTFOLIO RECAP This week was a good reminder of why I’m willing to sit through periods where the market disagrees with my thesis. The big story for me right now is the return of momentum to SaaS and software. $PLTR (Palantir Technologies Inc.), $CRM (Salesforce Inc) and $NOW (ServiceNow Inc)... Show More
Alexander Lauritzen
Alexander Lauritzen
Denmark
7d
WHAT I’M WATCHING THIS WEEK A new week is starting, and there are a few things I’ll be watching closely as we move further into August. INFLATION The biggest event of the week is Wednesday’s US CPI report. Inflation remains one of the most important variables for markets because it directly influences... Show More
Alexander Lauritzen
Alexander Lauritzen
Denmark
10d
WEEKLY PORTFOLIO RECAP | AI, EARNINGS & A WEAKER LABOR MARKET Another volatile week comes to an end, with AI earnings continuing to show strong underlying demand while today’s labor data added a new macro risk to the picture. BIGGEST STORY The U.S. labor market weakened significantly in July. Nonfarm... Show More
Alexander Lauritzen
Alexander Lauritzen
Denmark
12d
Midweek Deep Dive: AI Leaders Deliver – But Two Very Different Stories This week confirmed one thing: AI spending is still accelerating, but execution matters more than ever. $PLTR (Palantir Technologies Inc.) Palantir delivered another outstanding quarter: ✅ Revenue +93% YoY ✅ Commercial business... Show More
Alexander Lauritzen
Alexander Lauritzen
Denmark
14d
Monday Market Outlook | Big Earnings, Big Data, Big Week Markets enter the new week with sentiment improving after last week's volatility, but this could be another defining week for investors. 🔍 Key Earnings to Watch This week's spotlight is on companies that could shape the AI narrative: •... Show More
Alexander Lauritzen
Alexander Lauritzen
Denmark
17d
Edited
WEEKLY PORTFOLIO RECAP This week reminded investors of one important lesson: great companies can report great numbers, but sentiment and positioning still drive short-term price action. Here's what really moved the market this week: 1. Liquidity finally became the story Over the past several... Show More
Alexander Lauritzen
Alexander Lauritzen
Denmark
18d
Edited
Market Update: Is This Selloff Really About Fundamentals? The last few weeks have felt brutal, especially for AI and semiconductor stocks. But I think it's important to separate fundamentals from market mechanics. Several factors have hit the market at once: • Massive capital raises from companies... Show More
Alexander Lauritzen
Alexander Lauritzen
Denmark
19d
Why Has The Market Pulled Back? Over the past few weeks, strong earnings have often been met with falling share prices. Why? The biggest reason isn't weakening fundamentals, it's market sentiment. Large capital raises from companies like Alphabet and Meta, higher bond yields, geopolitical... Show More
Buying the dip
100.00%
Waiting for more clarity
100.00%
Shorting
100.00%
36 Votes
Alexander Lauritzen
Alexander Lauritzen
Denmark
19d
Edited
Deep Dive | Why Has the Market Been So Volatile? The past few weeks have been a reminder that markets rarely move because of a single event. Instead, we've seen several major themes collide at once, creating sharp swings in both directions. Here are the biggest drivers behind recent market action: 1.... Show More

About Alexander Lauritzen
Denmark
Strategy: Multi-Strategy

AI &Tech/Software | Long-term disciplined growth ✅69.6% - 2023 ✅46.2% - 2024 ✅55.6% - 2025
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1.1K Followers

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