Troyon Road Holdings Limited
Troyon Road Holdings Limited @TRHLimited

Performance
All

-4.66%2026
2026
15.71%2025
2025
30.97%2024
2024
53.83%2023
2023
-40.17%2022
2022
15.62%2021
2021
6.40%2020
2020
53.8%0%-53.8%
Troyon Road Holdings Limited
Investing ≠ Trading. Long term investing ≠ short term investing. Long term technology investing = Knowing well the key technology trends, and which companies are best placed succeed and lead with technological excellence, underpinned by both organic growth strategic inorganic growth.
Troyon Road Holdings Limited
Hi @mkoraichi . Thanks for the copy. Feel free to ask me anything you'd like regarding the portfolio and the underlying logic/strategy. Have a great day.
Troyon Road Holdings Limited
Bloomberg today (link below) discussing the limits of AI. For those that want to invest in Databirkcs, $SPLK is a great publicly-listed option to benefit from the large growth opportunity in data quality and processing, a fundamental component of effective AI systems. www.bloomberg.com/opinion/articles/2021-10-04/artificial-intelligence-ain-t-that-smart-look-at-tesla-facebook-healthcare
Troyon Road Holdings Limited
Medium/long term mega-trends remain very much in favour of $NVDA (NVIDIA Corporation) continuing to go grow relentlessly. No major competitor in its key market and huge demand.
Troyon Road Holdings Limited
Good news for $BLNK (Blink Charging Co) $CHPT (Chargepoint Holdings Inc.) and Nuvve (NVVE) with strong continued growth in the EV Market!

About Troyon Road Holdings Limited
Ireland
Strategy: Growth

Professional technology investor in both public and private markets.
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