Thomas Dion van Velthoven
Thomas Dion van Velthoven @Thomasnavv

Performance
All

15.62%2026
2026
9.80%2025
2025
37.28%2024
2024
189.88%2023
2023
-67.19%2022
2022
10.62%2021
2021
22.95%2020
2020
-57.71%2019
2019
-43.21%2018
2018
-100.00%2017
2017
189.9%0%-189.9%
Thomas Dion van Velthoven
Software is getting absolutely punished lately… and I’m starting to wonder if we’re reaching peak negativity. Look at what’s happening. $HOOD (Robinhood Markets Inc.) delivers growth = sold. $NOW (ServiceNow Inc) keeps compounding with strong enterprise demand = sold. $CRM (Salesforce Inc) executes... Show More
Overreaction
100.00%
AI is killing software
100.00%
Thomas Dion van Velthoven
Market Open Update 📊 Markets are gearing up for another busy session today, with earnings once again taking center stage. After weeks of heavy selling and rotations, it does feel like sentiment around software is slowly starting to stabilize. Earnings to watch today 👀 A solid mix of growth, defensives... Show More
Thomas Dion van Velthoven
Market Update 📊 Yesterday was another rough day for the markets, and it’s starting to feel heavier by the session. Despite solid to strong earnings, price action stayed ugly. Fear, positioning and sentiment clearly dominated fundamentals once again. Let’s start with $AMZN (Amazon.com Inc). Earnings... Show More
Thomas Dion van Velthoven
Market Open Update 📊 Markets are heading into the open after another heavy earnings-driven session yesterday. $GOOG (Alphabet) delivered solid earnings, but once again it wasn’t enough to lift the broader tech space. Even with decent numbers, the reaction showed how unforgiving this market still is,... Show More
Recovery today
100.00%
Going down more
100.00%
Thomas Dion van Velthoven
Market Update 📊 Markets are kicking off a very busy and potentially volatile week as earnings season continues and key economic data loom on the horizon. After last week’s mixed tape and sharp rotations, sentiment feels cautious but watchful going into today’s open. Earnings season heats up 🔥 This... Show More
Market moves up 📈
100.00%
Market moves down📉
100.00%
Thomas Dion van Velthoven
Portfolio Update 📊 – Week 4 Market performance (weekly) $SPX500 : -0.36% $NSDQ100 : -0.18% Portfolio performance Weekly return: -1.30% What a week… and honestly, a perfect example of how fast sentiment can flip. Let’s start with precious metals. Both $GOLD and $SILVER had a brutal sell-off yesterday... Show More
Thomas Dion van Velthoven
Silver is selling off sharply today, after a strong run earlier this year. Is this just a healthy dip and a potential buy-the-dip moment, or do you think more downside is coming from here? Curious how everyone is looking at it today 👇 Dip to buy or start of a deeper pullback? $SILVER $SPX500 $NSDQ100... Show More
Buy the dip
100.00%
Down from here
100.00%
Thomas Dion van Velthoven
Market Close Update 📊 Mixed close today, but with big swings and a solid intraday recovery, especially considering how ugly things looked earlier. $NSDQ100 led the downside, closing around -0.7%, mainly driven by a sharp sell-off in big tech. $SPX500 slipped slightly (-0.1%), while the $DJ30 managed... Show More
Thomas Dion van Velthoven
Big sell-off today despite earnings that were mostly solid to strong. What really stands out is $MSFT (Microsoft) (Microsoft) down ~12.5%. That move feels extremely overdone given the numbers. Yes, guidance nuance and positioning matter, but this kind of sell-off looks more like de-risking and crowded... Show More
Buy the dip
100.00%
Stay cautious
100.00%
Thomas Dion van Velthoven
Market Open Update 📊 Big earnings day ahead and the market has a lot to digest after last night. We already saw a mixed reaction to strong results from several mega caps. $MSFT (Microsoft) delivered solid numbers driven by Azure and cloud, but expectations were extremely high, keeping pressure on... Show More

About Thomas Dion van Velthoven
Netherlands
Strategy: Growth

Stock and ETF investor adjusting strategy in response to market conditions.
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