Joana Barbosa
Joana Barbosa @Infinity-AI

Performance
All

54.47%2026
2026
32.65%2025
2025
32.47%2024
2024
54.5%0%-54.5%
Discussions
Joana Barbosa
Joana Barbosa
Portugal
14d
πŸš€ June Performance Update Another strong month for our AI-focused strategy! After navigating market volatility earlier this year, June continued to demonstrate the strength of investing in companies leading the AI revolution! πŸ’‘ Our recent portfolio rebalance reflects where I believe the next wave... Show More
Joana Barbosa
Italy
17d
πŸ™ Really honored to be mentioned alongside great investors in the eToro community like @YoandroRosabal I strongly agree with the idea: long-term results are rarely built by chasing short-term noise, but by focusing on high-quality companies, strong fundamentals, and disciplined capital allocation. Thank... Show More
Yoandro Rosabal
Yoandro Rosabal
Italy
17d
No todas las grandes marcas son grandes negocios: La verdad sobre el "Economic Moat" Muchos inversores cometen el error de confundir la popularidad de una marca con la seguridad de un negocio. En la inversiΓ³n con un horizonte a largo plazo, la clave para proteger el capital no es cuΓ‘nto vende... Show More Translate
Joana Barbosa
Joana Barbosa
Portugal
22d
πŸš€ Another Milestone for our AI Portfolio! 🧠 The results continue to reinforce what we’ve believed from the beginning: AI is becoming one of the most powerful investment themes of this decade. Reaching 86% so far this year and 227% over the last two years reflects a strategy focused on identifying... Show More
Joana Barbosa
Joana Barbosa
Portugal
29d
πŸš€ $MU (Micron Technology, Inc.) : How memory is becoming one of the most valuable layers for AI? 🟒 YTD Return: +68% 🟒 2-Year Return: +213% 🧠 $MU became one of our highest-conviction positions as I believe the next AI phase may not be limited just by compute power β€” it may be limited by memory.... Show More
Joana Barbosa
Joana Barbosa
Portugal
1mo
🌐 AI Needs More Than Compute β€” It Needs $MRVL (Marvell Technology Group Ltd) 🧠 Following our latest rebalance, we initiated a position in $MRVL. While $NVDA (NVIDIA Corporation) and $AMD (Advanced Micro Devices Inc) often dominate the headlines, $MRVL is quietly becoming one of the most important... Show More
Joana Barbosa
Joana Barbosa
Portugal
1mo
πŸ† Could This Really Put Us Among the Top 1%? Out of curiosity, I asked Gemini where our track record would rank among public eToro investors. The answer was surprising: according to its estimate, this performance could place the portfolio in the top 1% to 2% of traders on the platform. πŸ“ˆ Of course,... Show More
Joana Barbosa
Joana Barbosa
Portugal
1mo
🧠 What Is Our New Largest Stock Holding? 🎯 If you answered D: Micron $MU (Micron Technology, Inc.) you are correct! Following our portfolio rebalance last Monday, $MU became our largest position. πŸ“ˆ Why? I believe memory will be one of the biggest winners of the next AI phase. As AI models become... Show More
Joana Barbosa
Joana Barbosa
Portugal
2mo
πŸš€ AI Momentum Continues to Deliver πŸ“ˆ May was another exceptional month for our strategy, closing with an impressive +18% return. Even more encouraging, we are now up +66% year-to-date, continuing to significantly outperform the broader market. This performance reflects our focus on identifying the... Show More
Joana Barbosa
Joana Barbosa
Portugal
2mo
πŸš€ Next Rebalance Soon! Ready to Join? ⚑ Next Monday I will make a new portfolio rebalance. That means this could be one of the best moments to join before the next major moves happen. The question now is simple: what will be the next big AI winner? πŸ”₯ Last rebalance, I made a bold move by increasing... Show More
Joana Barbosa
Joana Barbosa
Portugal
2mo
Edited
πŸ”₯ $AVGO (Broadcom Inc) Is Becoming an AI Infrastructure Giant ⚑ $AVGO continues to prove why semiconductors remain at the center of the AI revolution. $AVGO reported explosive growth in AI chip revenue, with sales surging more than 100% year-over-year and management now targeting over $ 100 billion... Show More

About Joana Barbosa
Portugal
Strategy: Growth

πŸ’‘ Artificial Intelligence (AI) stocks to Infinity πŸ“ˆ Equity focused on innovation
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23 Copiers
627 Followers

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