Gonzalo García Gil-Delgado
Gonzalo García Gil-Delgado @goncha98

Performance
All

10.49%2026
2026
18.97%2025
2025
27.38%2024
2024
56.55%2023
2023
56.5%0%-56.5%
Gonzalo García Gil-Delgado
September is starting with a reality check. US futures are under pressure, with Dow and S&P futures down around 0.6% and Nasdaq futures more than 1% lower as tensions between the US and Iran escalate again. At the same time, Brent is close to $90, the 10Y yield is around 4.75%, and markets are... Show More
Gonzalo García Gil-Delgado
📊 $NVDA (NVIDIA Corporation): 106% revenue growth — but I'm watching what's next $NVDA just reported Q2 results with $96.2B in revenue, up 106% year over year. 🤯 What stands out to me isn't just the earnings beat. It's the trend: 📈 Revenue growth has re-accelerated for four consecutive... Show More
Gonzalo García Gil-Delgado
$NVDA (NVIDIA Corporation) is having its worst stretch since 2022. Seven straight red days heading into Wednesday’s earnings. 📉 Reports say $NVDA has told top customers that Vera Rubin and Blackwell systems could cost 15%+ more from 2027, while memory chips — not GPU capacity — are now becoming the... Show More
Gonzalo García Gil-Delgado
Markets pulled back from record highs this week, but I think the reason behind the move matters more than the move itself. The 30Y Treasury yield touched 5.31% on Monday, its highest level since 2007. At the same time, oil is moving higher as hopes for a US-Iran ceasefire fade. That combination means... Show More
Gonzalo García Gil-Delgado
$META (Meta Platforms Inc): AI bet or AI spending trap? The last six months haven’t been as smooth for Meta as the “AI winner” narrative might suggest. The stock has moved from around ~$655 in mid-February to ~$595 now, after falling as low as ~$526 in March and rebounding to ~$689 in April. That kind... Show More
Gonzalo García Gil-Delgado
🤖 The AI trade is starting to split hard. $META (Meta Platforms Inc) is getting punished for its AI spending. Its Q2 free cash flow plunged 91% year-on-year to just $784M as capital expenditures on AI infrastructure surged. $MSFT (Microsoft) is telling a very different story. The company is sticking... Show More
Gonzalo García Gil-Delgado
$NVDA (NVIDIA Corporation)  has had a choppy year, and the chart tells the story better than I can. A spring low near 168$ in March, a run to 226$ by May, then a chunk erased in the semiconductor selloff that wiped over 1 trillion$ off chip stocks in late July. This week it closed back at 221$, up nearly... Show More
Gonzalo García Gil-Delgado
Earnings season is doing the talking in myportfolio this week.  $MSFT (Microsoft) and $AMZN posted strong Q2 numbers: cloud and AI demand actually showing upin results, not just guidance. Microsoft added over $600B in market cap in a week, Amazon lifted 2026 capex guidance toward $220B, and Alphabet raised full-year capex to $195-205B. $META... Show More
Gonzalo García Gil-Delgado
🚀 A bit of personal news: I've just earned my Certified eToro Pro Investor accreditation. I won't pretend a certificate suddenly changes how I invest, because it doesn't. What it does is put a stamp on something I've been working on for years. A big part of what got me here comes from... Show More
Gonzalo García Gil-Delgado
🚀 Looking Beyond the Horizon: Why SpaceX Is on Our Watchlist One of the companies that I am following most closely is $SPCX (Space Exploration Technologies Corp) Although it is not yet part of our portfolio, I believe it represents one of the most fascinating long-term opportunities in the world of... Show More
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SPCX
Space Exploration Technologies Corp
150.40
0.6600 (0.44%)

About Gonzalo García Gil-Delgado
Spain
Strategy: Multi-Strategy

Value investing for steady growth, aiming for long-term returns. Join my journey! 📈✅🚀
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