Kevin Pando
Kevin Pando @Kevin_Pando

Performance
All

7.06%2026
2026
72.82%2025
2025
23.57%2024
2024
72.8%0%-72.8%
Discussions
Kevin Pando
Kevin Pando
Italy
1d
AI trade faces a real stress test. Global markets are under pressure as semiconductor stocks lead a broad selloff, despite another quarter of outstanding results from TSMC. Investors are beginning to ask a different question: Can AI spending keep growing fast enough to justify today's valuations? The... Show More
Just taking a healthy breather
100.00%
Entering a deeper correction
100.00%
Has years of upside ahead
100.00%
Already priced in
100.00%
80 Votes
Kevin Pando
Kevin Pando
Italy
2d
Edited
Another quarter, another reminder of why TSMC remains at the heart of the AI revolution. The world’s largest contract chipmaker reported record Q2 net profit of T$706.6 billion, a 77% year-over-year increase, significantly ahead of the T$632.6 billion expected by analysts. The results highlight one... Show More
Kevin Pando
Kevin Pando
Italy
3d
Apple just unlocked a major AI opportunity in China. Apple has officially received regulatory approval to bring Apple Intelligence to mainland China, a key milestone after months of delays. To comply with local regulations, the company will integrate Alibaba's Qwen AI model, while also working with... Show More
Yes, significantly
100.00%
Yes, but modestly
100.00%
Already priced in
100.00%
No, limited impact
100.00%
60 Votes
Kevin Pando
Kevin Pando
Italy
4d
US CPI surprises to the downside | Is inflation finally losing momentum? Today's CPI report delivered an encouraging surprise. Headline inflation slowed to 3.5% YoY in June, beating expectations, while core CPI was flat month-over-month. Even more notably, this marks the first monthly decline in... Show More
Kevin Pando
Kevin Pando
Italy
5d
Markets have a lot to digest this week. Geopolitics remains in focus after fresh exchanges between the U.S. and Iran, with both sides disputing control and navigation through the Strait of Hormuz. Any further disruption could keep energy prices volatile and complicate the inflation outlook. At the... Show More
CPI surprises higher
100.00%
CPI comes in lower
100.00%
Iran tensions escalate
100.00%
AI keeps leading
100.00%
63 Votes
Kevin Pando
Kevin Pando
Italy
9d
Meta is accelerating its AI ambitions Today, the company unveiled Muse Spark 1.1, its most advanced AI model yet for coding and autonomous AI agents. More importantly, Meta is now opening access to developers through its own API, signaling a shift from simply building AI models to monetizing them. Key... Show More
Kevin Pando
Kevin Pando
Italy
10d
Markets are once again being driven by geopolitics. President Trump stated that the U.S. ceasefire with Iran is "over" following a new round of U.S. strikes and renewed Iranian attacks near the Strait of Hormuz. The market reaction was immediate. Brent crude rose more than 5%, U.S. equity... Show More
Oil above $90
100.00%
Oil stays $75-$80
100.00%
Talks resume soon
100.00%
Wider market selloff
100.00%
251 Votes
Kevin Pando
Kevin Pando
Italy
15d
Tesla's comeback is gaining momentum...but the real story may be bigger Tesla delivered 480,126 vehicles in Q2 2026, marking a 24.9% year-over-year increase, a strong acceleration after a challenging couple of years for its automotive business. The numbers suggest that demand has stabilized, with... Show More
Kevin Pando
Kevin Pando
Italy
16d
June's jobs report sends a mixed signal to markets. The U.S. economy added just 57,000 jobs in June, well below expectations of 115,000, while payroll figures for April and May were revised lower. On the surface, that's a clear sign that the labor market is losing momentum. However, the unemployment... Show More
Kevin Pando
Kevin Pando
Italy
16d
META's Big Breakout | Turning AI Capex Into a Cash Machine After a difficult stretch, META just posted one of its strongest single-day moves in a long time, closing near $613, up roughly 9% on the day. What's driving it: - Reports indicate Meta is developing a cloud business to generate revenue... Show More
Buying the breakout
100.00%
Holding, want confirmation
100.00%
Trimming into strength
100.00%
Not invested, too risky
100.00%
35 Votes

About Kevin Pando
Italy
Strategy: Multi-Strategy

Bocconi University | Georgetown University Senior Manager | Deloitte Milan | Rimini
Show Full Bio
1.7K Copiers
25.7K Followers

Similar Traders

Recently Traded

TSM
TSM
Opened•16/07/26, 05:42
▴-5.00%
P/L
MU
MU
Opened•15/07/26, 21:01
▴-6.02%
P/L
GOOG
GOOG
Opened•22/06/26, 20:09
▴-0.67%
P/L
META
META
Closed•18/06/26, 19:52
▴>-0.01%
P/L
RACE
RACE
Closed•18/06/26, 16:50
▴0.04%
P/L