Minchao Zhu - etoro Popular Investor | Strategy & Performance

Minchao Zhu @JValkyrie

Performance
0% Return
All

2026

2025

2024

2023

2022

2021

2020

2019

92.5%0%-92.5%

Return YTD 0.02%

Return 2Y 164.52%

Avg. Risk Score (last 7D)

Profitable Weeks 42.59%

Discussions

Minchao Zhu

Ireland

After the latest earnings from $MSFT (Microsoft) and $PLTR (Palantir Technologies Inc.), I think it is another good reminder that holding great companies for the long term can be much easier than trying to trade every market move. Looking back at my portfolio this year, I do have one regret. I didn’t... Show More

Minchao Zhu

Ireland

30d

$NFLX (Netflix, Inc.) I have recently started adding a small position of Netflix to my portfolio. In the past 12 months, the share price has fallen from around $129 to roughly $73, bringing the market cap down to about $309B. During the same period, the business has continued to perform well. Revenue... Show More

NFLX

Netflix, Inc.

76.55

0.2600 (0.34%)

Minchao Zhu

Ireland

1mo

$PLTR (Palantir Technologies Inc.) I watched Alex Karp’s CNBC interview today, and the market’s reaction was interesting. PLTR traded around $130 in the pre-market. More than the price move itself, one question from the interview caught my attention: Where will the long-term value in enterprise AI... Show More

PLTR

Palantir Technologies Inc.

173.04

-2.19 (-1.25%)

Minchao Zhu

Ireland

2mo

$MSFT (Microsoft) The stock has pulled back from $555 to around $379, down 32%, while earnings keep growing at roughly 20%. To me the market looks like it's reacting to the AI narrative and getting nervous about capex, rather than to anything broken in the business. 📊 The fundamentals still... Show More

MSFT

Microsoft

504.56

-1.50 (-0.30%)

Minchao Zhu

Ireland

2mo

I started a small position in Reddit ($RDDT) this week. It's a starter, not a high-conviction buy. The stock isn't cheap, and at these prices a lot of good news is already baked in. But after digging into the business for a while, I found enough to be interested. This isn't the money-losing... Show More

Minchao Zhu

Ireland

3mo

$NET (Cloudflare) dropped ~20% after earnings and honestly I think this is less about “bad earnings” and more about expectations finally colliding with reality. The numbers themselves were actually decent: +34% revenue growth, EPS beat, AI-related demand still growing fast. But the market had already... Show More

NET

Cloudflare

310.59

10.32 (3.44%)

Minchao Zhu

Ireland

4mo

I’ve started a small position in $B (Barrick Mining Corp) as a diversification move. My portfolio has been heavily weighted toward technology and growth names, so adding exposure to a major gold and copper producer can help balance macro risks. Barrick offers potential upside if gold remains strong... Show More

Barrick Mining Corp

40.88

-2.80 (-6.41%)

Minchao Zhu

Ireland

5mo

Not financial advice. Just sharing how I’m currently thinking about the macro and positioning. Recent events in the Middle East are often framed as either: escalation toward a larger conflict or just another temporary disruption I think reality is somewhere in between. We are unlikely to see a large-scale... Show More

Minchao Zhu

Ireland

5mo

🌍 Why I Bought $CF (CF Industries Holdings Inc) During the Iran–USA conflict. After looking deeper into the supply chain, I came to a different conclusion: The bigger shock may not be oil — it may be fertilizer. And that’s why I decided to buy CF Industries (CF). ⸻ ⚠️ The Hidden Risk: Fertilizer... Show More

CF Industries Holdings Inc

122.10

0.6200 (0.51%)

Minchao Zhu

Ireland

5mo

Macro Update: Middle East Escalation, Oil Risk & Portfolio Positioning Over the weekend, geopolitical tensions in the Middle East escalated significantly. Markets will likely open Monday pricing in risk premium. I want to outline my framework clearly, especially given that I recently initiated a... Show More