Mariano Daniel Pardo @MarianoPardo: "Weekly Update 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝗬𝗧𝗗: +1.66% 🟢..."

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Weekly Update 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝗬𝗧𝗗: +1.66% 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝟮𝗬: +59.26% (Since Jan 2024) Hi everyone! We closed last week flat, but we're opening this week with a positive day at +1.15%, with Cloudflare leading today's earnings. The most important aspect to watch out for this week, is the earnings reports, with 6 companies on my portfolio reporting earnings. 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗵𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 🔹 $AAPL (Apple) is preparing to present the new Siri and AI features powered by Gemini by the end of February. There are many rumors surrounding this, but not much has been confirmed. 🔹 $PYPL (PayPal Holdings) announced an agreement to acquire Cymbio to help merchants sell across AI shopping surfaces (including Microsoft Copilot and other channels). Besides the negativity surrounding the stock price, the company has been investing heavily in AI-based e-commerce and payments, which I believe will be a significant shift in the industry. On top of this, the company's revenue kept increasing all this time, creating an appealing valuation. 🔹 $MU (Micron Technology, Inc.) moved to add long-dated capacity by agreeing to buy a Taiwan fab from Powerchip, a tangible step to support future DRAM supply as AI-driven memory demand grows. 🔹 $BABA (Alibaba-ADR) / $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) is preparing an IPO for its chip unit T-Head after restructuring it. If this progresses, it could surface the value of Alibaba's internal silicon efforts and provide another funding path for its AI roadmap. 📅 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗥𝗲𝗽𝗼𝗿𝘁𝘀: 𝗔𝗦𝗠𝗟: Wednesday, before hours 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁: Wednesday, after hours 𝗦𝗼𝘂𝘁𝗵𝘄𝗲𝘀𝘁 𝗔𝗶𝗿𝗹𝗶𝗻𝗲𝘀: Wednesday, after hours 𝗔𝗽𝗽𝗹𝗲: Thursday, after hours 𝗠𝗮𝘀𝘁𝗲𝗿𝗰𝗮𝗿𝗱: Thursday, before hours 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝗻 𝗘𝘅𝗽𝗿𝗲𝘀𝘀: Friday, before hours 𝗔𝗯𝗼𝘂𝘁 𝗠𝗲 I've been a Popular Investor on eToro for 10 years. I'm a long-term investor. I research every business I own by studying their products and services, reading research papers, reviewing patents, tracking hiring trends, examining competitors, and following market trends. I combine this with fundamentals and quantitative analysis to invest in companies I trust for the future. If you'd like to know more about my investing strategy, please check out my profile. I hope this was useful, and wish you a good week. Mariano. 𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘛𝘩𝘪𝘴 𝘢𝘳𝘵𝘪𝘤𝘭𝘦 𝘪𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺 𝘢𝘯𝘥 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘦 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭, 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵, 𝘰𝘳 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘠𝘰𝘶𝘳 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘪𝘴 𝘢𝘵 𝘳𝘪𝘴𝘬.

Not investment advice. The author may have financial interests in the mentioned instruments.