From 2026-04-01 to 2026-04-29, the portfolio delivered +12.73%, a strong monthly result achieved without leverage and with a diversified long-only approach. The gains were driven by a mix of defensive exposure, selective technology, and gold-linked positioning, confirming the value of staying disciplined... Show More
Nel periodo tra il 2026-04-01 e il 2026-04-29 il portafoglio ha chiuso con un risultato complessivo di +12,73%. È un mese costruito senza leva, con un’esposizione long disciplinata e una rotazione selettiva tra tecnologia USA, healthcare difensivo e gold ETC. Il dato più interessante non è solo la performance,... Show More Translate
Alphabet’s latest move is not just about strong numbers. The market is rewarding something more specific: evidence that heavy AI investment can coexist with discipline, while cloud execution remains credible.
That is the key reading behind the stock at 349.94. Performance has been strong across timeframes,... Show More
Il mercato non sta premiando Alphabet solo per la parola “AI”. Sta premiando soprattutto una combinazione più rara: conti solidi e disciplina percepita nell’allocazione del capitale.
A quota 349,94, il titolo mostra una forza che va letta su più orizzonti: +10,28% nelle ultime 3 settimane, +11,32% negli... Show More Translate
Nvidia remains one of the clearest market proxies for the AI buildout. Even after the recent DeepSeek-related shock, the stock still shows a strong upward trajectory, with price action driven more by momentum and AI narrative than by fresh fundamental data.
The numbers are hard to ignore. $NVDA (NVIDIA... Show More
Nvidia continua a essere letta dal mercato come uno dei termometri più sensibili del ciclo AI. Il punto chiave è questo: la forza del trend resta intatta, ma convive con scosse improvvise che ricordano quanto il titolo sia guidato insieme da momentum e narrativa.
I numeri fotografano bene questa impostazione.... Show More Translate
$ENI.MI (Eni Energy Company) is in an interesting phase: the long-term trend remains very strong, while the short-term pullback shows how quickly energy names can reprice when expectations and geopolitics shift. The key point is that $OIL is back at the center of the market narrative.
The stock is... Show More
Il punto non è solo che Eni corregge nel breve. Il punto è che il mercato continua a trattarla come uno dei principali termometri italiani del petrolio, con tutto ciò che questo comporta in termini di forza e volatilità.
A 23,55 euro, il titolo arriva da un percorso ancora molto robusto: -5,36% nelle... Show More Translate
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Sat Oct 17 2026 14:44:16 GMT+0000 (Coordinated Universal Time)