Claudio Carletti - etoro Popular Investor

Claudio Carletti @Karletti

Performance
0% Return
All

2026

2025

2024

2023

2022

2021

2020

23.8%0%-23.8%

Return YTD 10.18%

Return 2Y 42.3%

Avg. Risk Score (last 7D)

Profitable Weeks 49.06%

Discussions

Claudio Carletti

Finland

Looking ahead at the rest of 2026, which external pressure poses the biggest wildcard for equity markets? $NSDQ100 $QQQ (Invesco QQQ) $SPY (State Street SPDR S&P 500 ETF) $SPX500 $AAPL (Apple) $AMZN (Amazon.com Inc) $MSFT (Microsoft) $NVDA (NVIDIA Corporation) $GOOGL (Alphabet Inc Class A) $TSM (Taiwan... Show More

Middle East tensions 🛢️

100.00%

Inflation & bond yields 📈

100.00%

Rising debt issuance 💸

100.00%

Tariff escalation 🌐

100.00%

Claudio Carletti

Finland

Been holding $AMZN (Amazon.com Inc) long in my portfolio, now sitting +20.11% 📈 Recent moves line up with fresh headlines around $AWS beating growth forecasts, driven by accelerating enterprise demand for its $AI (C3.ai Inc.) infrastructure and new model-hosting tools. The e-commerce side also showed... Show More

Claudio Carletti

Finland

With major stock indexes trading near historic highs and AI valuations heavily debated, how do you view current market pricing? $NSDQ100 $QQQ (Invesco QQQ) $SPY (State Street SPDR S&P 500 ETF) $SPX500 $MSFT (Microsoft) $AAPL (Apple) $GOOGL (Alphabet Inc Class A) $NVDA (NVIDIA Corporation) $AMZN (Amazon.com... Show More

Fully justified 🚀

100.00%

Frothy ,correction coming 📉

100.00%

A bubble like dotcom bubble ⚠️

100.00%

Stock picker's market 🔍

100.00%

Claudio Carletti

Finland

With major stock indexes trading near historic highs and AI valuations heavily debated, how do you view current market pricing? $SPY (State Street SPDR S&P 500 ETF) $SPX500 $VOO (Vanguard S&P 500 ETF) $NSDQ100 $QQQ (Invesco QQQ) $MSFT (Microsoft) $NVDA (NVIDIA Corporation) $AAPL (Apple) $META (Meta... Show More

Fully justified by earnings 🚀

100.00%

Frothy, a correction coming📉

100.00%

A bubble, like dotcom peak ⚠️

100.00%

Stock picker's market 🔍

100.00%

Claudio Carletti

Finland

12d

Lately I have been looking into $MSFT (Microsoft) . The figure below shows constant growth of revenue, net income and book value. Free cash flow has lagged behind, since in the last 4 years CAPEX has increased significantly. One thing that we like is the fact that nr of shares have been decreasing... Show More

Claudio Carletti

Finland

12d

Big Tech's AI infrastructure spending is hitting record highs. What's your take on these massive capital expenditures? $NSDQ100 $QQQ (Invesco QQQ) $SPY (State Street SPDR S&P 500 ETF) $SPX500 $MSFT (Microsoft) $GOOGL (Alphabet Inc Class A) $AMZN (Amazon.com Inc) $NVDA (NVIDIA Corporation) $META... Show More

Money well spent 📈

100.00%

Overspending 📉

100.00%

It’s a necessary arms race ⚔️

100.00%

Too early to tell ⏳

100.00%

Claudio Carletti

Finland

16d

As we head into the final stretch of the year, where do you see the best risk/reward for equity growth? $NVDA (NVIDIA Corporation) $Semiconductors $SPX500 $SPY (State Street SPDR S&P 500 ETF) $VOO (Vanguard S&P 500 ETF) $NSDQ100 $QQQ (Invesco QQQ) $MSFT (Microsoft) $AMZN (Amazon.com Inc) $AAPL (Apple)... Show More

With Big Tech & AI Leaders 🚀

100.00%

In Defensives 🛡️

100.00%

In Small Caps & Cyclicals 🔄

100.00%

Sitting in Cash / Waiting 💵

100.00%

Claudio Carletti

Finland

16d

Hello all! I've been keeping an eye on $JEPI (Jpmorgan Equity Premium Inco) and just opened a position. The ETF has held steady around flat performance as the $SPX500 trades in a narrow range amid mixed signals on rate cuts and steady corporate earnings. Its covered-call approach continues to generate... Show More

Claudio Carletti

Finland

18d

Do you believe we will end up above the ATH of the $SPX500 of (roughly) $7800 by the end of the year? $SPY (State Street SPDR S&P 500 ETF) $VOO (Vanguard S&P 500 ETF) $QQQ (Invesco QQQ) $NSDQ100

Not investment advice. The author may have financial interests in the mentioned instruments.

Yes

100.00%

Difficult to predict

100.00%

Claudio Carletti

Finland

18d

Hello all! Recently I posted about the fears that the markets are quite overvalued with the $SPX500 , $SPY (State Street SPDR S&P 500 ETF) and $VOO (Vanguard S&P 500 ETF) hitting all times high. I talked about the Cyclically Adjusted Shiller PE or CAPE indicator that shows the $SPX500 to be more overvalued... Show More