Noura El Allam
Noura El Allam @nouraellm

Performance
All

9.92%2026
2026
47.50%2025
2025
94.52%2024
2024
33.57%2023
2023
-16.95%2022
2022
94.5%0%-94.5%
Noura El Allam
Portfolio Update | 4 June 2026 The headline is $AVGO (Broadcom Inc), down ~13% post-earnings. Beat on revenue ($22.19B), but guidance on AI chip sales disappointed. Thesis intact; this looks like a priced-for-perfection reset, not a structural break. $NVDA (NVIDIA Corporation) holding firm at ~$216,... Show More
Noura El Allam
3 June 2026 | Portfolio Update $AVGO (Broadcom Inc) Q2 earnings after close. Consensus $22.1B revenue, AI segment at $10.7B. Options pricing ~9% move. Q3 guidance is the key read. $GOOG (Alphabet) $80B equity issuance (Berkshire anchor) weighing on multiple. Dilution concern near-term, AI capex thesis... Show More
Noura El Allam
Portfolio update - 2 June 2026 $NFLX (Netflix, Inc.) is pulling back today, sitting 37% below its 52-week high of $134.12. Q1 2026 EPS of $1.23 beat the $0.79 estimate by 56%, with revenue of $12.25B just ahead of forecasts, though the stock barely reacted post-results. The content strategy is evolving:... Show More
Noura El Allam
Portfolio Update $NVDA (NVIDIA Corporation): Jensen Huang's Computex keynote today unveiled the RTX Spark AI chip for laptops. FY26 revenue came in at $215B, up 65% YoY. Stock up 4.5% on the session. Structural AI demand story remains intact. $AVGO (Broadcom Inc): Trading near all-time highs, up... Show More
Noura El Allam
$DELL (Dell Technologies Inc C) spikes after the pentagon deal!
Not investment advice. The author may have financial interests in the mentioned instruments.
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DELL
Dell Technologies Inc C
394.50
0.1100 (0.03%)
Noura El Allam
Investors & Copiers. Portfolio Update. I have trimmed exposure across 5 positions $AVGO (Broadcom Inc) $GOOG (Alphabet) $NVDA (NVIDIA Corporation) $CVS (CVS Health Corp) $NFLX (Netflix, Inc.) To raise cash and improve portfolio flexibility. The objective is to redeploy this capital tactically... Show More
Noura El Allam
$P911.DE (Porsche AG) is shutting down 3 subsidiaries and cutting 500+ jobs. Cellforce (batteries), eBikeGo® Performance, and CETITEC (software) wound down. BUGATTI Rimac stake sold. The EV pivot didn't deliver. China collapsed. US tariffs hit. The reset costs 3.1B euros. New CEO Leiters is going... Show More
Noura El Allam
Investors/copiers Below are some of the biggest finance headlines you missed this week: - Wall Street starts the week mixed. - $NVDA (NVIDIA Corporation) earnings are the market's biggest event. - $OIL prices stay elevated because of Iran tension. - Treasury yields hit multi-year high. - SpaceX... Show More
Noura El Allam
Investors/Copiers Today I had the honour to meet some of you in-person. It was a great opportunity to network and highlight necessary feedback for @eToroTeam to provide us with the best experience possible. One of the remarkable topics was TOB for Belgian residents, credit to @TimothyAssi for providing... Show More

About Noura El Allam
Belgium
Strategy: Long/Short

Long-term focus on undervalued stocks, dividends, and buy-and-hold strategies.
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3 Copiers
620 Followers