Peter Brandl
Peter Brandl @PetoBrandl

Performance
All

-2.53%2026
2026
53.80%2025
2025
156.58%2024
2024
70.41%2023
2023
-44.98%2022
2022
26.47%2021
2021
82.41%2020
2020
12.47%2019
2019
156.6%0%-156.6%
Peter Brandl
$ZETA.US (Zeta Global Holdings Corp) ZETA continues its exceptional growth. Its biggest advantage is data. Over more than 15 years, Zeta Global has built one of the largest consent-based customer identity databases in the market. Combined with AI, it enables the company to predict customer behavior... Show More
Peter Brandl
What really caused the recent AI selloff? Was it a change in fundamentals? The recent decline in AI infrastructure stocks surprised many investors. After months of strong performance, several AI-related companies experienced a sharp correction, leading many to question whether the AI investment story... Show More
Peter Brandl
$TSLA (Tesla Motors, Inc.) Tesla Q2 2026: Great quarter, weak market reaction. Here’s why. Tesla delivered another record-breaking Q2: ✅ 480,126 vehicles delivered (+25% YoY) – best Q2 ever ✅ 28.24B$ revenue (+26% YoY), beating expectations ✅ Nearly 1.5M FSD subscribers (+56% YoY), with 55% of North... Show More
Peter Brandl
Tesla Optimus: Is mass production finally beginning? $TSLA (Tesla Motors, Inc.) has reportedly instructed key suppliers to ramp up production capacity for Optimus Gen 3 to 1,000 robots per week by September 2026, increasing to 2,000–2,500 per week by year-end. That points to a potential annual production... Show More
Peter Brandl
$TSLA (Tesla Motors, Inc.) Total Deliveries • Actual: 480,126 ⬆️ • Wall Street Consensus: 406,024 Model 3 / Model Y • Actual: 467,762 ⬆️ • Wall Street Consensus: 392,625 Other Vehicles (Cybertruck, Model S/X, Tesla Semi) • Actual: 12,364 • Wall Street Consensus: 12,978 Total Production • Actual:... Show More
Peter Brandl
📈 Update on My Investment Strategy My investment thesis remains simple: I believe we are at the beginning of one of the biggest technological transformations in history. 🔹 Phase 1: AI Infrastructure (happening right now) We are in the middle of a massive AI infrastructure buildout: • $NVDA (NVIDIA... Show More
Peter Brandl
$TSLA (Tesla Motors, Inc.) Where the Real Business Is Shifting Tesla stopped being “just a car company” a long time ago. Evaluating it purely through vehicle deliveries or auto margins increasingly misses the point. What is forming is a very different structure - an AI + autonomy + energy infrastructure... Show More
Peter Brandl
The fundamentals of the companies in the portfolio remain strong. Short-term pressure on stock prices is driven by heavy investments into future growth, ongoing geopolitical uncertainty, and overall market volatility. At the same time, we are witnessing one of the largest investment cycles in decades.... Show More
Peter Brandl
Portfolio Analysis – First 5 Months of 2026 After the first five months of the year, my portfolio is back in positive territory. Volatility has been elevated, but overall performance has turned positive. 📉The main pressure came from my SaaS and fintech positions, which represent a significant part... Show More
Peter Brandl
My AI & Future Tech Portfolio on eToro : Every investment I make has a clear thesis and reason behind it. I don’t invest in companies that just follow trends. I invest in those that can shape them. My main theses: • AI Infrastructure - $NVDA (NVIDIA Corporation) • AI Software & Enterprise... Show More

About Peter Brandl
Slovakia
Strategy: Growth

🏆 860% in 6 years 🏆 Aiming to repeat it again. High-conviction investing.
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