Dan Hamernik

@Smudliczek

Like me, Dan Hamerník runs a public portfolio on eToro, which is copied by 15.000 users. We regularly discuss investment ideas and share feedback. Based on popular demand, we are sharing one of those discussions quarterly (roughly). Which layer of the AI industry do we like the most? How did we adjust our portfolios over the past three months? What happened to Leopold Aschenbrenner and his fund called Situational Awareness? Have a look at my portfolio here: https://shorturl.at/o0EsM Follow me on X: https://x.com/HlavackaMichal Have a look at Dan's portfolio here: https://shorturl.at/rFol6...

Hi, in today’s video, I’m having relaxed, unscripted portfolio freestyle discussion with Michal Hlavačka. We talk about the current market, valuations, AI, SpaceX, portfolio risk, and some of the opportunities and concerns we currently see as investors. The discussion moves across different market themes, individual ideas, and broader portfolio thinking, with a focus on what looks interesting to us right now and where we think caution may be needed. Let me know in the comments or on Twitter/X what you think about the current market. Thanks for watching! My portfolio is publicly avail...