DIMITRIOS VLACHAVAS
DIMITRIOS VLACHAVAS @Kokokis

Performance
All

44.05%2025
2025
116.25%2024
2024
117.56%2023
2023
-13.08%2022
2022
117.6%0%-117.6%
DIMITRIOS VLACHAVAS
AI Explained Like a Small Village There’s a chart going viral right now showing how NVIDIA, Microsoft, OpenAI, Oracle and others are all connected. Many people look at it and immediately shout “Bubble.” But the reality is much simpler. The AI ecosystem today works exactly like a small village with... Show More
DIMITRIOS VLACHAVAS
The Hidden Advantage Long-Term Investors Forget Over the next 20–30 years, we’re all going to face multiple recessions and bear markets. Trying to guess when they’ll show up, or how long they’ll last, is a losing game. What actually harms long-term investors isn’t the downturns themselves. It’s the... Show More
DIMITRIOS VLACHAVAS
Why Skepticism Is Often the Fuel Behind Big Market Trends We’re clearly in a strong market trend, yet skepticism is everywhere, especially around whether AI is becoming a “bubble.” That skepticism isn’t a problem. In many cycles, it’s actually part of the process. One of the most important concepts... Show More
DIMITRIOS VLACHAVAS
Fear Spikes. Markets Breathe. The market dipped 5% and many people immediately felt fear, but history shows this exact move happens twice a year on average. After a 35% rally over the last 6 months, the market finally gave us a 5% pullback and historically, this is completely normal. The data in the... Show More
DIMITRIOS VLACHAVAS
The AI Battle That Will Define the Next Decade: Alphabet vs. NVIDIA Most people think NVIDIA dominates AI because of its hardware. But the real moat, the thing nobody can easily replicate, is CUDA. If GPUs are the cars… CUDA is the road system everyone is forced to drive on. And that’s exactly why... Show More
DIMITRIOS VLACHAVAS
Drawdowns: The Entry Ticket to Long-Term Returns The market is pulling back, and many portfolios are dipping with it. Completely normal. The real difference between long-term winners and everyone else isn’t who avoids drawdowns, it’s who stays in control when they happen. Drawdowns aren’t a warning... Show More
DIMITRIOS VLACHAVAS
Strong Earnings… But Stocks Falling? Here’s Why Over the last few weeks, Nvidia, Amazon, Meta, and Palantir reported impressive results, revenue up, free cash flow up, guidance raised. And yet… many of these stocks dipped right after the initial pop. This surprises a lot of investors, but it’s a key... Show More
DIMITRIOS VLACHAVAS
NVIDIA Just Delivered Another Monster Quarter! And the AI Wave Is Getting Bigger! NVIDIA’s Q3 FY2026 results show one thing clearly: the global demand for AI compute isn’t slowing down, it’s accelerating. Revenue hit a record $57B (+22% QoQ, +62% YoY), driven largely by massive demand for AI training... Show More
DIMITRIOS VLACHAVAS
I’m seeing a lot of bearish sentiment lately… and many people keep mentioning Michael Burry. Before anyone treats any warning as a signal to act, it’s worth looking at how several of his calls played out over the years. Michael Burry is unquestionably brilliant. But even great investors cannot time... Show More
DIMITRIOS VLACHAVAS
Buffett Just Bought Google.. And That Speaks Volumes Warren Buffett avoided tech stocks for most of his life… and yet his latest filing shows a $4.3B position in Google. Why now? Because Google isn’t “just tech” anymore. It’s a cash-generating ecosystem with dominance in ads, data, cloud and AI infrastructure,... Show More

About DIMITRIOS VLACHAVAS
Netherlands
Strategy: Value

Value investor in undervalued US stocks. No Leverage | Focused on long-term growth.
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