Michele Cesari - eToro Popular Investor

Michele Cesari @Mexploder

Wydajność
0% Zwrot
Wszystko

2026

2025

2024

2023

2022

2021

2020

2019

80.9%0%-80.9%

Stopa zwrotu YTD 0.83%

Zwrot (2 lata) 50.27%

Śr. cena ryzyka (ostatnie 7D)

Dochodowe tygodnie 50.00%

Dyskusje

Michele Cesari

Włochy

1 d

𝗛𝗼𝗿𝗺𝘂𝘇 𝗱𝗲𝗮𝗹, 𝗱𝗲-𝗲𝘀𝗰𝗮𝗹𝗮𝘁𝗶𝗼𝗻, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗱𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲 𝗼𝗳 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 Late Friday brought one of those headlines that genuinely shifts the macro backdrop: the United States and Iran have reportedly reached a deal to end the conflict and reopen the Strait of Hormuz,... Pokaż więcej Przetłumacz

Michele Cesari

Włochy

18 d

𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐍𝐨𝐰: 𝐓𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭 𝐰𝐚𝐬 𝐰𝐫𝐨𝐧𝐠. 𝐉𝐞𝐧𝐬𝐞𝐧 𝐇𝐮𝐚𝐧𝐠 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐤𝐧𝐞𝐰. For months, ServiceNow was treated by the market as a victim of AI: the dominant narrative claimed that artificial agents would replace workflow software, making platforms like $NOW (ServiceNow... Pokaż więcej Przetłumacz

Michele Cesari

Włochy

26 d

𝐍𝐯𝐢𝐝𝐢𝐚 𝐯𝐚𝐥𝐢𝐝𝐚𝐭𝐞𝐬 𝐭𝐡𝐞 𝐜𝐲𝐜𝐥𝐞: 𝐀𝐈 𝐢𝐬 𝐧𝐨 𝐥𝐨𝐧𝐠𝐞𝐫 𝐚 𝐩𝐫𝐨𝐦𝐢𝐬𝐞 Nvidia's results last Wednesday did something very few earnings reports manage to do: they brought everything back into focus. It had been a difficult week — long-term Treasury yields were touching levels... Pokaż więcej Przetłumacz

Michele Cesari

Włochy

1 mies.

𝑨𝑰 𝒊𝒔 𝒃𝒓𝒐𝒂𝒅𝒆𝒏𝒊𝒏𝒈: 𝒄𝒍𝒆𝒂𝒓 𝒔𝒊𝒈𝒏𝒂𝒍𝒔 𝒇𝒓𝒐𝒎 𝒄𝒉𝒊𝒑𝒔 𝒕𝒐 𝒄𝒍𝒐𝒖𝒅 The line that stuck with me most this week came from Lisa Su, $AMD (Advanced Micro Devices Inc) 's CEO: "AI demand is broadening, not narrowing." That's not analyst-call rhetoric — it's... Pokaż więcej Przetłumacz

Michele Cesari

Włochy

2 mies.

𝐀𝐈 𝐇𝐚𝐬 𝐒𝐭𝐨𝐩𝐩𝐞𝐝 𝐏𝐫𝐨𝐦𝐢𝐬𝐢𝐧𝐠. 𝐍𝐨𝐰 𝐈𝐭 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐬 𝐑𝐞𝐯𝐞𝐧𝐮𝐞. There are moments when a technology stops being a bet and becomes infrastructure. This week, with earnings from Alphabet, Microsoft, Meta, and Amazon, that moment arrived with unusual clarity. Google Cloud grew... Pokaż więcej Przetłumacz

Michele Cesari

Włochy

2 mies.

𝗔𝗜 𝗜𝘀𝗻'𝘁 𝗪𝗮𝗶𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗣𝗲𝗮𝗰𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗚𝘂𝗹𝗳 This week the market kept its eyes fixed on the Strait of Hormuz. The US-Iran truce was extended by a few days at Pakistan's request, Brent hovered around 98 dollars, and sentiment swung violently between fear and relief within... Pokaż więcej Przetłumacz

Michele Cesari

Włochy

2 mies.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗹𝗼𝗼𝗸 𝗮𝗵𝗲𝗮𝗱: 𝗮𝗹𝗹-𝘁𝗶𝗺𝗲 𝗵𝗶𝗴𝗵𝘀 𝗮𝗺𝗶𝗱 𝘁𝗵𝗲 𝗰𝗿𝗶𝘀𝗶𝘀 This week was dominated by the US-Iran war and the closure of the Strait of Hormuz — an event the IEA described as the largest oil supply disruption in modern history. Yet within days, the announcement of a conditional... Pokaż więcej Przetłumacz

Michele Cesari

Włochy

3 mies.

𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝗩𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆 𝘄𝗶𝘁𝗵 𝗩𝗶𝘀𝗶𝗼𝗻 Dear investors, I know that seeing red on the screens can be unsettling, but this is exactly where a strategic investor is distinguished from an emotional one. History is cyclical: volatility is the price we pay for future returns. I... Pokaż więcej Przetłumacz

Michele Cesari

Włochy

4 mies.

𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗦𝗲𝗹𝗹-𝗢𝗳𝗳: 𝗥𝗲𝗮𝗹 𝗥𝗶𝘀𝗸𝘀, 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 The recent sell-off in software stocks reflects growing investor concerns about the impact of artificial intelligence on traditional SaaS business models. Elevated valuation multiples—built on recurring... Pokaż więcej Przetłumacz

Michele Cesari

Włochy

5 mies.

𝗡𝗲𝘁𝗳𝗹𝗶𝘅 𝗱𝗼𝘄𝗻 𝟯𝟱% 𝗳𝗿𝗼𝗺 𝗶𝘁𝘀 𝗵𝗶𝗴𝗵𝘀: 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗼𝗿 𝘃𝗮𝗹𝘂𝗲 𝘁𝗿𝗮𝗽? Over the past months, $NFLX (Netflix, Inc.) has declined by around 35% from its highs, reigniting a classic question for investors: are we looking at a buying opportunity, or a well-disguised... Pokaż więcej Przetłumacz