🧬 Focus Nuovi Inserimenti: $ALNY (Alnylam Pharmaceuticals Inc)
Compagnia biofarmaceutica attiva nella ricerca e nello sviluppo di soluzioni basate su tecnologia RNA per il trattamento di pazienti affetti da condizioni croniche. La società opera a livello internazionale, e le sue sedi sono dislocate... Show More Translate
Riepilogo di Maggio:
mese straordinario con un +24%, che porta il guadagno da inizio anno a quasi il +50%.
C'è stato il boom del settore dei semiconduttori, sono saliti tutti i titoli, alcuni anche senza motivo, con valutazioni altissime. L'AI e le spese per i server continuano a dare segnali... Show More Translate
Un +5,60% in un giorno non me lo sarei aspettato!
Grazie a $MU (Micron Technology, Inc.) e $SNDK (Sandisk Corp/DE) che continuano a correre.
UBS ha alzato le sue previsioni per $MU addirittura a 1.625 dollari.
Oltre al risultato di oggi, raggiunta la soglia psicologica dei 10k, con un profitto calcolato... Show More Translate
Vorrei condividere con voi la mia "lista della spesa" attuale.
I titoli che ho analizzato e aggiunto alla lista Buy.
In particolare vorrei entrare in $CEG (Constellation Energy Corp) e $VST (Vistra Corp) Il settore energetico è in risalto con la forte domanda di energia per i data center... Show More Translate
May Portfolio Update
I’ve recently added four new stocks to my portfolio:
1. $NU (Nu Holdings Ltd.) provides digital banking platform in Brazil, Mexico, Colombia. In January they received conditional approval for a U.S. national bank charter, clearing an initial regulatory hurdle to operate a bank in... Show More
Focus on Value and Growth in Pharma/Biotech
After analyzing the Pharma/Biotech sector and with the goal of increasing portfolio diversification—approaching it as a "personalized ETF"—I have decided to add these 4 promising stocks to my portfolio.
Here are some details:
$ANIP (ANI Pharmaceuticals... Show More
2026 Performance Update: +18% YTD and Strategy Insight
I’m pleased to share that the portfolio is currently up by an excellent +18% in 2026! Here’s a breakdown of the main drivers and my current outlook:
Key Movers:
Micron $MU (Micron Technology, Inc.) & SanDisk $SNDK (Sandisk Corp/DE) These... Show More
Nuovi ingressi in portafoglio: Focus su Turnaround e Leader di Mercato
Oggi ho aperto tre nuove posizioni su titoli che monitoravo da tempo. L’obiettivo è diversificare geograficamente e puntare su società leader che il mercato sta attualmente sottovalutando per motivi temporanei.
Ecco in breve i... Show More Translate
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Wed Jun 10 2026 09:27:11 GMT+0000 (Coordinated Universal Time)