π A warm welcome to my newest copier β and thank you for the trust.
π΄ Today is very red.
My portfolio is down around 4% on the day. Not fun. But the strategy is unchanged.
π Zoom out for a second.
Overall, things are still moving in the right direction:
π +37% over 6 months
π +62% over 1 year
π... Show More
I donβt invest in AI from a spreadsheet.
I invest in it from the switchboard.
I work with critical hospital infrastructure in real life: UPS systems, emergency power, electrical supply, automation and operational resilience.
So when I look at AI, I do not only see software.
I see transformers.
Switchgear.
Cooling.
Backup... Show More
π Welcome to the new copiers β great to have you on board!
You joined at a timely moment: $LITE (Lumentum Holdings Inc) announced Q1 FY2026 results that hit hard:
π Revenue: $533.8β―M, up ~58% yearβoverβyear.
lumentum.com
+1
π NonβGAAP EPS: $1.10, beating expectations of ~$1.03.
Investing.com
+1
π... Show More
π Why Iβm holding Equinix Inc. $EQIX (Equinix Inc) as a rock-solid base
$EQIX might not double overnight β but itβs my foundation.
In a portfolio with high-growth AI exposure, I need something that lasts when the hype fades. EQIX owns and operates the backbone of the internet: global data centers... Show More
Hi fellow investors and Etorians π
Iβm building a portfolio rooted in real infrastructure β the companies powering and enabling the AI boom, not just surfing the hype.
π Top 5 Holdings by Value (Nov 2025):
$EQIX (Equinix Inc) β Equinix (7.34%)
ποΈ Worldβs #1 data center REIT. The backbone of AI,... Show More
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