Giovanni Di Grezia
Giovanni Di Grezia @xgiovio

Performance
All

-8.19%2026
2026
30.51%2025
2025
-3.60%2024
2024
10.26%2023
2023
8.24%2022
2022
-5.27%2021
2021
29.99%2020
2020
72.67%2019
2019
57.63%2018
2018
22.87%2017
2017
0%2016
2016
0%2015
2015
0%2014
2014
-98.45%2013
2013
98.5%0%-98.5%
Giovanni Di Grezia
The market is overheating. Stocks are at all-time highs, driven by the AI boom and fully booked supply chains. Gold is at record peaks. Yet, despite high commodity prices, the Fed decided to cut rates. The US debt is at $38 Trillion, and interest payments have surpassed Defense spending. If the Fed keeps... Show More
Giovanni Di Grezia
I’m initiating short positions on $MU (Micron Technology, Inc.) $WDC (Western Digital Corporation) and $SNDK (Sandisk Corp/DE) . Despite strong AI‐driven demand and the leaders’ solid data-center positioning, these names remain highly cyclical. With zero overnight fees, I’m taking advantage of anticipated... Show More
Giovanni Di Grezia
$TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) TSMC’s 3nm and 5nm Production Is Reportedly Projected to Be ‘100% Booked’ by Next Year as Chips Become a Scarce Resource for Big Tech
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TSM
Taiwan Semiconductor Manufacturing Co Ltd - ADR
366.28
2.93 (0.81%)
Giovanni Di Grezia
$INTC (Intel) Intel has entered into a major partnership with Nvidia: the latter is investing $5 billion in Intel’s common stock (at about US$23.28 per share), acquiring roughly a 4% stake, and the two will co-develop custom chips for data centers and PCs—combining Intel’s x86 CPUs with Nvidia’s AI... Show More
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INTC
Intel
68.63
0.13 (0.19%)
Giovanni Di Grezia
$MU (Micron Technology, Inc.) Micron Technology plays a vital role in the AI revolution by providing memory and storage solutions critical for AI workloads. Their advanced DRAM and NAND flash memory power data centers, edge computing, and AI-driven applications. As AI models grow larger and more complex,... Show More
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MU
Micron Technology, Inc.
453.45
-3.78 (-0.83%)
Giovanni Di Grezia
$INTC (Intel) Hello followers, let me explain why I'm investing a lot in intel. Intel's future under CEO Pat Gelsinger is focused on reclaiming technological leadership and driving innovation. Since taking the helm in 2021, Gelsinger has prioritized addressing Intel's manufacturing delays... Show More
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INTC
Intel
68.63
0.13 (0.19%)
Giovanni Di Grezia
Happy new year to everybody. Economy situation will be difficult in 2024, a crash is looming. Be safe and invest carefully.
Giovanni Di Grezia
Giovanni Di Grezia closed a $WDC buy position
Italy
WDC
Western Digital Corporation
0.23%
Trade Story
Giovanni Di Grezia
Giovanni Di Grezia closed a $BABA buy position
Italy
BABA
Alibaba-ADR
1.96%
Trade Story

About Giovanni Di Grezia
Italy
Strategy: Value

I mainly invest in tech stocks below their intrinsic value with mid term positions
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3.2K Followers