Mohamed Elkazzaz
Mohamed Elkazzaz @kazzazapple

Performance
All

29.43%2026
2026
36.73%2025
2025
-4.28%2024
2024
54.51%2023
2023
-50.51%2022
2022
-94.53%2021
2021
94.5%0%-94.5%
Mohamed Elkazzaz
$SPGI (S&P Global Inc) is down 26% this year. If you're wondering what terrible thing happened to the business, so was I, and here is what i found out: Ratings revenue grew 17% last quarter. Indices grew 20%, its 13th record quarter in a row. The thing everyone fears will kill it, AI, is currently... Show More
Mohamed Elkazzaz
Why are $STX.US (Seagate Technology PLC) and $WDC (Western Digital Corporation) falling together? Because Nikkei reported that Toshiba plans to double its production capacity for the hard drives used to store AI data by fiscal 2027. The company plans to invest roughly ยฅ60 billion (about $380 million)... Show More
Mohamed Elkazzaz
Monthly look at $META (Meta Platforms Inc) 36 buys over two years. Some at 515, some at 714. Average cost 634.55, currently 721.90. I never bought it for the AI story, or for Muse. Those might matter eventually. What I bought was the advertising engine underneath, and I don't see that slowing... Show More
Mohamed Elkazzaz
$DUOL (Duolingo) may be one of the best language-learning game ever invented. Thatโ€™s the problem. Iโ€™m an immigrant who learned two languages, and Duolingo is great at getting you to tap buttons. Speaking a language is another matter. Now AI can teach, translate, explain and converse, often for free. So... Show More
Mohamed Elkazzaz
๐—ง๐—ต๐—ฒ ๐—ฆ๐—ผ๐—ณ๐˜๐˜„๐—ฎ๐—ฟ๐—ฒ ๐—ฆ๐—ฒ๐—ฐ๐˜๐—ผ๐—ฟ ๐—ค๐˜‚๐—ถ๐—ฒ๐˜๐—น๐˜† ๐—ง๐˜‚๐—ฟ๐—ป๐˜€ Not long ago, software was the trade everyone wanted to avoid. They said AI was going to eat every seat, every margin, every moat, no need to check the earnings, the story already told you how it ends. $CRM (Salesforce Inc) $ADBE (Adobe... Show More
Mohamed Elkazzaz
$CSL.ASX (CSL Limited) ๐™ฉ๐™๐™š ๐™ข๐™–๐™ฉ๐™ ๐™ค๐™› ๐™ฅ๐™–๐™ฃ๐™ž๐™˜ The stoxk bottomed near A$92 in June. It is now up roughly 88% from that low. ๐—ก๐—ผ๐˜๐—ต๐—ถ๐—ป๐—ด ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐˜๐—ต๐—ฒ ๐—ฐ๐—ผ๐—บ๐—ฝ๐—ฎ๐—ป๐˜† ๐—ฒ๐˜…๐—ฝ๐—น๐—ฎ๐—ถ๐—ป๐˜€ ๐—ฎ๐—ป ๐Ÿด๐Ÿด% ๐˜€๐˜„๐—ถ๐—ป๐—ด Companies do not become 88% better businesses in a few months. What changes that... Show More
Mohamed Elkazzaz
Which AI do you open for the stupid little questions? Not research, not work, the stuff like 'what should I eat tonight' or 'does this shirt match these pants.' Questions you'd survive without asking but you ask anyway. I am limited to 4 per poll, so if you have any others, please... Show More
Gemini - Google
100.00%
Chatgpt - OpenAI/Microsoft
100.00%
Grok - SpaceX
100.00%
Claude - Anthropic
100.00%
Mohamed Elkazzaz
"๐—”๐—œ ๐˜„๐—ถ๐—น๐—น ๐—ธ๐—ถ๐—น๐—น ๐—ฒ๐—ป๐˜๐—ฒ๐—ฟ๐—ฝ๐—ฟ๐—ถ๐˜€๐—ฒ ๐˜€๐—ผ๐—ณ๐˜๐˜„๐—ฎ๐—ฟ๐—ฒ ๐—ฆ๐—ฎ๐—ฎ๐—ฆ." That's what the market has been saying. But the numbers say otherwise, at least so far. This week both $SAP (SAP SE ADR) and $NOW (ServiceNow Inc) reported Q2. Let's look at what AI actually did to software: $SAP... Show More
Mohamed Elkazzaz
I like $GOOG (Alphabet) a lot. Revenue up 24%, Cloud up 82%, operating margin at 34%. The actual business is executing. But that $9.11 EPS beating estimates by 216%? Read the footnotes. $98 billion of that profit came from unrealized paper gains on $SPCX (Space Exploration Technologies Corp) and Anthropic... Show More

About Mohamed Elkazzaz
Germany
Strategy: Multi-Strategy

My first two years were tuition. Lost money, yes. Tuition for what? My stats answer.
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