Franco Enrique  Zen
Franco Enrique Zen @Zenfranco

Performance
All

2.54%2026
2026
15.54%2025
2025
21.78%2024
2024
54.11%2023
2023
-39.91%2022
2022
9.01%2021
2021
34.10%2020
2020
-75.07%2019
2019
0%2018
2018
-79.82%2017
2017
79.8%0%-79.8%
Franco Enrique Zen
๐Ÿค– AI needs much more than chips When we talk about investing in AI, most people think about NVIDIA. But there is a much bigger story behind AI. AI needs: โ€ข CHIPS & COMPUTE $NVDA (NVIDIA Corporation) $AVGO (Broadcom Inc) $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) $ASML (ASML Holding... Show More
Franco Enrique Zen
๐Ÿšจ โ„น๏ธ NVIDIAโ€™s latest income statement isnโ€™t just impressive, it is a clear testament to unmatched market leadership and operational excellence! ๐Ÿ”˜ Unprecedented Scale & Growth: Revenue reached $96.2B (+106% YoY), driven by massive, sustained demand for AI infrastructure. ๐Ÿ”˜ Elite Efficiency: A... Show More
Franco Enrique Zen
Moderna +137% ๐Ÿš€๐Ÿš€ (woww) Moderna just achieved a major milestone in the fight against cancer. ๐Ÿงฌ๐Ÿ’‰ Its personalized mRNA vaccine for melanoma successfully passed Phase 3, becoming the first treatment of its kind to achieve this milestone. How does it work? ๐Ÿ‘‡ ๐Ÿงฌ It analyzes the specific mutations... Show More
Franco Enrique Zen
๐Ÿš€ $NU (Nu Holdings Ltd.) just reported Q2 2026 results, and the numbers are impressive. ๐Ÿ’œ Nubank continues to grow at an incredible pace: โ€ข ๐Ÿ‘ฅ 139M customers, +74M in 4 years โ€ข ๐Ÿ’ฐ ARPAC of $17, +32% CAGR โ€ข ๐Ÿ“ˆ Gross revenue of $5.9B, +39% YoY โ€ข ๐Ÿ”ฅ Net income of $1.06B, +67% YoY โ€ข ๐Ÿ’Ž ROE of 33% โ€ข โšก... Show More
Franco Enrique Zen
๐Ÿ“Š MercadoLibre Q2 FY2026 Highlights: โ€ข Revenue: $10.17B (+49.8% YoY), beating expectations and surpassing $10B in quarterly revenue for the first time. โ€ข EPS: $9.19, above consensus. โ€ข GMV: +44%. โ€ข TPV: +56%, exceeding $100B. โ€ข Active buyers: +26%. โ€ข Monthly active fintech users: +30%. โ€ข Credit portfolio:... Show More
Franco Enrique Zen
Amazon delivered another outstanding quarter. ๐Ÿš€ The highlight was clearly AWS, which grew 37% YoYโ€”its fastest growth in 18 quartersโ€”reaching a $169B annualized revenue run rate. AI demand continues to be a powerful growth driver. Some key numbers: ๐Ÿ“ˆ Revenue: $200.6B (+20% YoY) ๐Ÿ’ฐ Operating income:... Show More
Franco Enrique Zen
Microsoft delivered another outstanding quarter, beating expectations across the board. ๐Ÿ”น Revenue: $90B (+18% YoY) ๐Ÿ”น EPS: $4.81 (+32% YoY), above expectations ๐Ÿ”น Microsoft Cloud: $59.3B (+27% YoY) The biggest highlight was Azure, which surpassed $100B in annual revenue for the first time. At the... Show More
Franco Enrique Zen
๐Ÿšจ๐Ÿšจ Alphabet continues to prove why it remains one of the core positions in my portfolio. Another outstanding quarter: ๐Ÿ“ˆ EPS: $9.11 vs $2.91 expected (+213% surprise) ๐Ÿ’ฐ Revenue: $119.8B vs $117.0B expected ๐Ÿš€ Revenue up 24% YoY ๐Ÿ“Š EPS up 294% YoY AI investments are translating into strong financial... Show More
Franco Enrique Zen
๐Ÿ”ฎ Mid-Year Review: What to Expect for H2 2026? ๐Ÿ“Š As we wrap up the first half of 2026, the data paints an incredibly fascinating picture of the market. The tech sector ($XLK) is banking an impressive ~28% gain year-to-date, driven by a sharp V-shaped recovery from the March lows triggered by geopolitical... Show More
Franco Enrique Zen
Franco Enrique Zen
closed a $AMD buy position
Argentina
I just closed the trade at a profit of 123.75%
Not investment advice. The author may have financial interests in the mentioned instruments.
AMD
Advanced Micro Devices Inc
123.76%
Trade Story

About Franco Enrique Zen
Argentina
Strategy: Momentum

Stock Investor since 2020 | ๐Ÿ•น๏ธ No leverage | ๐Ÿ‘๐Ÿป Low risk | โš–๏ธ Well-balanced portfolio
Show Full Bio
4 Copiers
61 Followers