Mekel Haunsby
Mekel Haunsby @Luma_25000

Wydajność
Wszystko

16.11%2026
2026
25.93%2025
2025
58.73%2024
2024
14.11%2023
2023
29.06%2022
2022
58.7%0%-58.7%
Dyskusje
Mekel Haunsby
Mekel Haunsby
Dania
8 d
Edytowano
My Quantum Bet: $IBM (International Business Machines Corporation (IBM)) Is Now My Largest Position! - 40% of My Equity Is now Quantum-Aligned! Today, I increased $IBM making it my largest holding. Together with $GOOG (Alphabet) and four pure plays - $IONQ (IONQ Inc), $QBTS (D-Wave Quantum Inc), $RGTI... Pokaż więcej Przetłumacz
Mekel Haunsby
Mekel Haunsby
Dania
11 d
📌 How to Swing Trade ETFs (Based on my own experience) Yesterday gave a very good example of how I aim to use ETFs in my portfolio. My biggest position by far yesterday in the entire portfolio was $KRW.L (Amundi MSCI Korea UCITS ETF Acc) It was built from 5 equal-sized positions and represented... Pokaż więcej Przetłumacz
Mekel Haunsby
Mekel Haunsby
Dania
27 d
Space turbulence ! - I want to address today’s sharp fall in $ASTS (AST SpaceMobile Inc). Staying on top of difficult developments is part of my responsibility to the people following and copying this portfolio. AST SpaceMobile announced a $1 billion convertible-note offering. The initial market reaction... Pokaż więcej Przetłumacz
Mekel Haunsby
Mekel Haunsby
Dania
27 d
Not good... But... Yesterday, $IBM (International Business Machines Corporation (IBM)) suffered its largest one-day share-price decline on record... I need to address this because, before the fall, IBM was the single most valuable position in my portfolio. Despite the severity of the drop, I am STAYING... Pokaż więcej Przetłumacz
Mekel Haunsby
Mekel Haunsby
Dania
1 mies.
Edytowano
📌 My Portfolio Strategy - 5 Sleeves Behind the Portfolio Over the next few months, I plan to write a more thorough series explaining how I think about my portfolio and the strategy behind it. My portfolio is not built around one idea, one sector or one “magic stock” It is built around five main sleeves... Pokaż więcej Przetłumacz
Mekel Haunsby
Mekel Haunsby
Dania
1 mies.
Edytowano
📌 Discipline Matters More Right Now Last week, my eToro risk score was 7... 😬 It is currently back down to 6, and my aim is to bring it gradually towards 5 and keep it there. Not really a change in my long-term strategy, more an adjustment to the current market. I still plan to swing trade within... Pokaż więcej Przetłumacz
Mekel Haunsby
Mekel Haunsby
Dania
1 mies.
The AI gold rush is over! ⚡ To be clear: I do not mean that AI is over...! I mean the EASY phase is over... For a long period, almost anything connected to AI, chips, data centers, compute, automation or “future technology” could get rewarded simply because it smelled like part of the AI revolution. I... Pokaż więcej Przetłumacz
Mekel Haunsby
Mekel Haunsby
Dania
1 mies.
Today the market completely misread the Meta compute story. Meta reportedly wants to lease out excess AI compute capacity. A lot of investors heard: “No demand.” “Too much compute.” “AI bubble.” I heard something very different: Compute is becoming a business asset, almost a currency! ⚡ And if... Pokaż więcej Przetłumacz
Mekel Haunsby
Mekel Haunsby
Dania
1 mies.
Edytowano
What are the warning signs that the AI rollout is easing off? 🚨 I think the AI CapEx cycle still has a lot of fuel left. The biggest companies in the world are still building data centers, buying chips, expanding compute capacity and fighting for AI dominance. That is why I am still in this trade... Pokaż więcej Przetłumacz
Mekel Haunsby
Mekel Haunsby
Dania
2 mies.
No one can see the future in a crystal ball. But I am making a clear guess: AI infrastructure and semiconductors may still run hot for the next 6 months. After that, I think valuation may start to matter much more. S&P 500 is around 27x earnings. Nasdaq 100 is around 36x earnings. That is not... Pokaż więcej Przetłumacz

O nas Mekel Haunsby
Dania
Strategia: Wzrost

⚛️ Quantum, AI & Innovation 📈 Growth, Value & Potential ❌ No Crypto, Shorts or Leverage
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10.6K Obserwatorzy

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