Performance
All

1.19%2026
2026
16.77%2025
2025
52.09%2024
2024
56.81%2023
2023
-43.01%2022
2022
17.17%2021
2021
74.75%2020
2020
74.8%0%-74.8%
Jose Borrajo
Jose Borrajo
Switzerland
Artificial Intelligence Needs GPUs… But Above All, It Needs Electricity When investors think about the artificial intelligence revolution, companies like $NVDA (NVIDIA Corporation) AMD, Microsoft, and OpenAI immediately come to mind. Yet behind this technological transformation lies a much more fundamental... Show More
Jose Borrajo
Jose Borrajo
Switzerland
AI Voice Agents: A 20x Market Opportunity… and Why $NVDA (NVIDIA Corporation) Could Be One of the Biggest Winners The chart above highlights a trend that could fundamentally reshape the digital economy over the next decade: the explosive growth of AI-powered voice agents. According to these projections,... Show More
Jose Borrajo
Jose Borrajo
Switzerland
YouTube Overtakes Netflix: A Strong Signal for Tech Markets The chart highlights a major shift in the U.S. streaming landscape between 2022 and 2026: YouTube’s share of streaming TV time continues to rise steadily, while Netflix’s share trends downward. By March 2026, YouTube $GOOG (Alphabet) is approaching... Show More
Jose Borrajo
Jose Borrajo
Switzerland
📊 Gold $IAU (iShares Gold Trust) vs the S&P 500: Two Different Views of the Market When analyzing financial markets, one of the most insightful approaches is to compare the behavior of different asset classes. Among the most interesting relationships to observe is the dynamic between gold (XAU/USD)... Show More
Jose Borrajo
Jose Borrajo
Switzerland
📈 The Rise of Private Credit: A Quiet Engine Behind Financial Markets The chart highlights a major structural trend over the past two decades: the rapid expansion of private credit to companies, particularly since the 2008 financial crisis. As traditional banks were forced to reduce certain types of... Show More
Jose Borrajo
Jose Borrajo
Switzerland
₿ Bitcoin $BTC : Where Does the Market Really Stand? This chart presents a risk indicator based on several key on-chain metrics, including Bitcoin’s price, the realized price (the average cost basis of investors), and the True Market Mean, along with other active investor averages. These indicators... Show More
Jose Borrajo
Jose Borrajo
Switzerland
🤖 OpenAI’s Massive Cash Burn: A Structural Tailwind for AI… and for Nvidia The chart highlights a striking reality: OpenAI is projected to burn approximately USD 218 billion between 2026 and 2029, a scale of investment far beyond what companies like Uber, Tesla, or Netflix experienced during their... Show More
Jose Borrajo
Jose Borrajo
Switzerland
🇺🇸 U.S. Labor Market: A Clear Slowdown That Changes the Market Narrative The chart illustrates the evolution of monthly job creation in the United States from January 2022 to January 2026. The overall trend is clear: after an exceptional post-Covid rebound in 2022, the U.S. labor market is experiencing... Show More
Jose Borrajo
Jose Borrajo
Switzerland
🇺🇸 Federal Reserve Policy, Interest Rates, and Their Impact on the U.S. Economy and Stock Markets The U.S. Federal Reserve plays a central role in shaping the American economy and, by extension, the performance of global financial markets. Through its monetary policy — primarily the management of... Show More
Jose Borrajo
Jose Borrajo
Switzerland
📉 S&P 500 Drawdowns: A Common Reality, Not a Market Failure This chart highlights a fundamental truth about equity investing: drawdowns are a normal and recurring feature of the $SPX500 Looking at the period from 1928 to 2025, the data shows that 94% of years experienced a decline of at least... Show More

About Jose Borrajo
Switzerland
Strategy: Growth

Investor with 30+ years experience, delivering growth with discipline and controlled risk.
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