Bernardus Smith
Bernardus Smith @BernardusJS

Wydajność
Wszystko

-0.38%2026
2026
13.72%2025
2025
17.89%2024
2024
30.51%2023
2023
-13.20%2022
2022
-2.16%2021
2021
42.72%2020
2020
42.7%0%-42.7%
Dyskusje
Bernardus Smith
Bernardus Smith
Luksemburg
25 d
𝐍𝐯𝐢𝐝𝐢𝐚 𝐯𝐬. 𝐆𝐞𝐫𝐦𝐚𝐧𝐲: 𝐓𝐡𝐞 𝐀𝐛𝐬𝐮𝐫𝐝 𝐌𝐚𝐭𝐡 𝐨𝐟 𝐭𝐡𝐞 𝐀𝐈 𝐁𝐨𝐨𝐦 $NVDA (NVIDIA Corporation) is now worth roughly $𝟓.𝟒 𝐭𝐫𝐢𝐥𝐥𝐢𝐨𝐧. Germany’s annual GDP is around $𝟓 𝐭𝐫𝐢𝐥𝐥𝐢𝐨𝐧. One company, built around chips and AI infrastructure, is being valued higher than... Pokaż więcej Przetłumacz
Bernardus Smith
Bernardus Smith
Luksemburg
2 mies.
𝗪𝗵𝗮𝘁 𝗜𝘀 𝗮 𝗦𝘁𝗼𝗰𝗸 𝗥𝗲𝗮𝗹𝗹𝘆 𝗪𝗼𝗿𝘁𝗵? Let’s say someone offers to buy a single share of a company for $100. Someone else who owns this share is willing to accept this $100 in exchange for the share. We now have supply and demand. If the company has 100 shares, the market cap (theoretical... Pokaż więcej Przetłumacz
No one cares about Market Cap
100.00%
Yes, reflects fundamentals
100.00%
Other - comment below
100.00%
33 Głosy
Bernardus Smith
Bernardus Smith
Luksemburg
3 mies.
Edytowano
Tough time never last $AMZN (Amazon.com Inc) $MSFT (Microsoft) $BTC Przetłumacz
Nie jest to porada inwestycyjna. Autor może mieć interesy finansowe we wspomnianych instrumentach.
Bernardus Smith
Bernardus Smith
Luksemburg
3 mies.
𝗨𝗦–𝗜𝗿𝗮𝗻 𝗖𝗼𝗻𝗳𝗹𝗶𝗰𝘁: 𝗪𝗵𝘆 𝗗𝘂𝗿𝗮𝘁𝗶𝗼𝗻 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 𝗳𝗼𝗿 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 I know we said we were gonna solve this during COVID and make everything a Tesla but unfortunately this matters because oil still apparently matters. If US-Iran escalates and the Strait of Hormuz stays disrupted,... Pokaż więcej Przetłumacz
< 1 month , minimal impact
100.00%
1-3m, volatility
100.00%
3-6m, market stress
100.00%
6m+, major downturn
100.00%
10 Głosy
Bernardus Smith
Bernardus Smith
Luksemburg
4 mies.
𝗜𝘀 𝗶𝘁 𝘀𝗺𝗮𝗿𝘁 𝘁𝗼 𝘀𝗵𝗼𝗿𝘁 𝘀𝗲𝗹𝗹? I’m genuinely curious how people think about this. My answer is no and here's why: In 2023, some of the best resourced funds in the world were short $NVDA. They had the models, the analysts, the conviction. The valuation looked stretched. The thesis... Pokaż więcej Przetłumacz
Yes, regularly
100.00%
Only high conviction
100.00%
No, not worth it
100.00%
6 Głosy
Bernardus Smith
Bernardus Smith
Luksemburg
5 mies.
$SPX500 / $SPY (State Street SPDR S&P 500 ETF) 𝐅𝐨𝐫 𝐭𝐡𝐨𝐬𝐞 𝐰𝐡𝐨 𝐥𝐢𝐤𝐞 𝐭𝐨 𝐭𝐡𝐢𝐧𝐤 𝐢𝐧 𝐩𝐫𝐨𝐛𝐚𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬 Over long periods, the S&P 500 has been remarkably consistent. Since 1928, total returns look roughly like this: - 9.9% nominal annualised - 6.7% after inflation -... Pokaż więcej Przetłumacz
Strong +20% or more
100.00%
Moderate +5% to +20%
100.00%
Flat -5% to +5%
100.00%
Negative −10% or worse
100.00%
18 Głosy
Bernardus Smith
Bernardus Smith
Luksemburg
6 mies.
𝐔𝐍𝐏𝐎𝐏𝐔𝐋𝐀𝐑 𝐎𝐏𝐈𝐍𝐈𝐎𝐍: 𝐃𝐀𝐘 𝐓𝐑𝐀𝐃𝐈𝐍𝐆 𝐅𝐄𝐄𝐋𝐒 𝐒𝐌𝐀𝐑𝐓 𝐔𝐍𝐓𝐈𝐋 𝐓𝐇𝐄 𝐌𝐀𝐓𝐇 𝐒𝐇𝐎𝐖𝐒 𝐔𝐏 Let’s be honest for a moment. If you shorten the time horizon enough, market outcomes become dominated by randomness. That doesn’t mean skill doesn’t exist. It means skill only... Pokaż więcej Przetłumacz
Day trading is mostly luck.
100.00%
Day trading is a real skill.
100.00%
139 Głosy
Bernardus Smith
Bernardus Smith
Luksemburg
7 mies.
𝗡𝗼𝘃𝗼 𝗡𝗼𝗿𝗱𝗶𝘀𝗸: 𝗧𝗵𝗲 𝗥𝗲𝗮𝗹 𝗥𝗲𝗮𝘀𝗼𝗻 𝘁𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗚𝗼𝘁 𝗛𝗮𝗺𝗺𝗲𝗿𝗲𝗱 (𝗔𝗻𝗱 𝗪𝗵𝗮𝘁 𝗛𝗮𝗽𝗽𝗲𝗻𝘀 𝗡𝗲𝘅𝘁) Most people think $NVO (Novo-Nordisk A/S SPONS ADR) crashed this year because Wegovy/Ozempic went generic. That’s wrong. In the U.S., semaglutide is STILL patent-protected... Pokaż więcej Przetłumacz
Back to $65 - $75
100.00%
Up to $55 - $65
100.00%
Stays at $45 - $55
100.00%
Not sure
100.00%
83 Głosy
Bernardus Smith
Bernardus Smith
Luksemburg
8 mies.
⚠️ 𝗧𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗟𝗼𝗼𝗸𝘀 𝗦𝘁𝗿𝗼𝗻𝗴 - 𝗕𝘂𝘁 𝗦𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴’𝘀 𝗢𝗳𝗳 Stock prices are hitting new highs. AI headlines sound unstoppable. But when you follow the money, the story doesn’t line up. 1️⃣ 𝗦𝘁𝗼𝗰𝗸𝘀 𝗔𝗿𝗲 𝗙𝗮𝗿 𝗔𝗵𝗲𝗮𝗱 𝗼𝗳 𝘁𝗵𝗲 𝗘𝗰𝗼𝗻𝗼𝗺𝘆 • The Buffett Indicator... Pokaż więcej Przetłumacz
Stocks crash hard
100.00%
Markets keep rising
100.00%
Everything holds steady
100.00%
197 Głosy
Bernardus Smith
Bernardus Smith
Luksemburg
9 mies.
🌍 𝗧𝗛𝗘 𝗬𝗘𝗔𝗥 𝟮𝟬𝟯𝟱: 𝗔𝗜 𝗕𝗘𝗖𝗢𝗠𝗘𝗦 𝗦𝗨𝗣𝗘𝗥𝗜𝗡𝗧𝗘𝗟𝗟𝗜𝗚𝗘𝗡𝗧 It’s 10 years from now. AI isn’t just “smart”. It’s smarter than every human combined. This is called superintelligence. 𝗪𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝘁𝗵𝗲𝗻? - 𝗕𝗲𝘀𝘁 𝗰𝗮𝘀𝗲 (𝗨𝘁𝗼𝗽𝗶𝗮): No jobs. No limits. AI gives... Pokaż więcej Przetłumacz
Humans live like kings.
100.00%
No purpose, people collapse.
100.00%
Extinction - AI wipes us out.
100.00%
Something nobody sees coming.
100.00%
23 Głosy

O nas Bernardus Smith
Luksemburg
Strategia: Wartość

Successful long-term investor. High-quality companies with strong fundamentals.
Pokaż pełny życiorys Przetłumacz
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14.1K Obserwatorzy

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