Thomas Lopes - etoro Popular Investor | Strategy & Performance

France

1mo

$BABA (Alibaba-ADR) Raising cash to subsidize AI The first but not the last I have been saying that the true cost of AI is coming , it can't be close to virtually free forever The only reason it is for now ... fighting for market shares and users attention Until it's unsustainable or we... Show More

Shareholders

100.00%

Users

100.00%

A mix

100.00%

Other sources of positive FCF

100.00%

France

Another big earning week Tuesday $BIDU (Baidu, Inc.-ADR) $IQ.US (iQIYI Inc) Thursday $BABA (Alibaba-ADR) $NTES (NetEase Inc.-ADR) $WMT (Walmart Inc.) $FUTU (Futu Holdings Ltd-ADR) $ATHM.CH (Autohome-ADR) Friday $BEKE (KE Holdings Inc.-ADR)

Not investment advice. The author may have financial interests in the mentioned instruments.

France

$TEP.PA (Teleperformance SE) up 10% $NVO (Novo-Nordisk A/S SPONS ADR) down 10% Flat day 😂

Not investment advice. The author may have financial interests in the mentioned instruments.

France

While $CNXC (Concentrix Corporation) cuts annual forecasts $TEP.PA (Teleperformance SE) confirms 2026 targets $NSDQ100 $SPX500 $FRA40

Not investment advice. The author may have financial interests in the mentioned instruments.

France

$TEP.PA (Teleperformance SE) Annonce de résultat semestriels 30 juillet 2026 ( J-2 ) $NVO (Novo-Nordisk A/S SPONS ADR) Annonce de résultat semestriels 05 Aout 2026 ( J-8 ) Presque +4% intraday pour mon portefeuille Tant que ces 2 actions sont boudé et piétiné, j'encaisse un dividende annuel cumulé... Show More Translate

France

Tant que le short ratio de $TEP.PA (Teleperformance SE) ne revient pas à des niveau acceptable comme $EDEN.PA (Edenred SA) 12% -> 5% Le price action est uniquement décider par les fonds short En attendant le CA est stable ou en faible croissance, le FCF est présent, le dividend n'est pas à... Show More Translate

France

$0700.HK (Tencent) trims shares in $1024.HK (Kuaishou Technology) Days before Tencent led a $3 billion financing round for Kuaishou’s artificial intelligence unit, Kling AI Tencent reduced its stake in the company from 15.68% to 9.37% Sold at $43.25 per share, netting Tencent about $12.56 billion... Show More

France

If $LLY (Eli Lilly & Co) had the same weight loss pill start and EU launch It's market cap would front run it's sales/earnings and reach 100 PE When $NVO (Novo-Nordisk A/S SPONS ADR) does it, 10 PE No worries, i can wait i'm not 70 years old Are you ? Sure generics can capture shares But... Show More

France

Why can't $META (Meta Platforms Inc) just focus on social networks and ADS ? Everything new they try is a drag Metaverse , AI Going into the cloud business because they are late in the AI race They have to bring money to justify the Infra Capex $ORCL (Oracle Corporation) $NVDA (NVIDIA Corporation)... Show More

France