Simone Rizzetto
Simone Rizzetto @SimoneRizzetto88

Performance
All

27.72%2025
2025
15.45%2024
2024
49.82%2023
2023
-31.30%2022
2022
10.47%2021
2021
46.62%2020
2020
22.65%2019
2019
49.8%0%-49.8%
Simone Rizzetto
Edited
-- PORTFOLIO UPDATE -- Although our portfolio is almost flat for the month, the AI correction caused a bit of volatility. Here is my opinion and risk management strategy. WHAT IS HAPPENING: - Circular Transactions: Investors and banks inject huge sums into AI startups at inflated valuations.​ That... Show More
Simone Rizzetto
πŸ—žοΈBusy 24h in markets πŸ—žοΈ πŸ”ΉFed cut rates by 25 bps, but Powell said a December cut is far from guaranteed. πŸ”Ή$GH (Guardant Health Inc) soared >30% after strong Q3 revenue (+39% YoY) and raised full-year outlook. πŸ”Ή$MSFT (Microsoft) reported good numbers but warned about AI capacity constraints,... Show More
Simone Rizzetto
πŸš€ Quick update on $UNH (UnitedHealth) from the Q3 2025 earnings: - Revenue hit $113.2 billion, up ~12% year-over-year. - Adjusted EPS came in at $2.92, with GAAP EPS at $2.59. - Raised full-year 2025 guidance to at least $14.90 EPS (GAAP) and $16.25 EPS (adjusted). - Strong cash flow: operating... Show More
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UNH
UnitedHealth
318.70
-1.82 (-0.57%)
Simone Rizzetto
Edited
πŸ’ͺ BridgeBio (BBIO): New phase 3 success and my biggest biotech win so far I’ve been investing in BridgeBio since it hit its all-time low, when sentiment around the stock was near zero and few believed in the turnaround story. Fast forward to today, and it has become the second largest position in my... Show More
Simone Rizzetto
🚨 Update on $HCA (HCA Holdings Inc) 🚨 One of our largest position, $HCA, just released Q3 earnings and it is up ~5% in the pre-market. βœ… Positive results and Increased guidance - Revenue jumped 9.6% year-over-year to $19.161 billion. - Net income attributable to HCA rose 29.4% to $1.643 billion,... Show More
Simone Rizzetto
Edited
πŸš€ $ISRG (Intuitive Surgical Inc) jumps after stellar Q3 earnings Earning season has started and the first portfolio company to report quarterly data is $ISRG the leader in robotic surgery platforms, which delivered strong results for its third quarter, jumping 17% in after-hours πŸ” Key highlights -... Show More
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ISRG
Intuitive Surgical Inc
543.20
-3.51 (-0.64%)
Simone Rizzetto
Simone Rizzetto shared a post via @eToroTeam
eToro
eToro Team
**Update: Display issue has been resolved. If you don't see the updated prices, please log out and log in again. ** 🚨 Attention Some clients are experiencing a market data related display issue. This is purely a display issue - your positions remain unaffected. We are working to resolve this... Show More
Simone Rizzetto
πŸš€ $TEM.US (Tempus AI Inc) Joins Forces With $WHWK (Whitehawk Therapeutics Inc) Whitehawk shares shot up 50% after announcing a game-changing partnership with Tempus AI. What’s the deal? Tempus AI is a leader in healthcare data and artificial intelligence, helping doctors and scientists use real... Show More
Simone Rizzetto
The White House has announced the launch of TrumpRx, a new website intended to allow Americans to purchase prescription drugs directly from the government at discounted prices. This platform aims to provide an alternative pathway for consumers to access lower-cost medications outside traditional insurance... Show More
Simone Rizzetto
Edited
🚨 Pfizer’s $7.3B Bet on Metsera: A Comeback Play in the Weight Loss Drug Market 🚨 $PFE (Pfizer) just announced it will acquire Metsera for up to $7.3 billion in a bold move to re-establish itself in the red-hot obesity drug space. This isn’t Pfizer’s first attempt to enter this market. In fact, the... Show More
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PFE
Pfizer
24.96
-0.12 (-0.47%)

About Simone Rizzetto
Italy
Strategy: Multi-Strategy

Scientist and MedTech/healthcare investor with 10 years of experience in this industry.
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