Mentioned
SPX500 Index (Non Expiry)
SPX500
-4.98 (-0.07%)
7655.50
7659.70
NASDAQ100 Index (Non Expiry)
NSDQ100
15.00 (0.05%)
29314.00
29330.00
DJ30 Index (Non Expiry)
DJ30
484.80 (0.93%)
52553.90
52558.00
Giulio De Meo
Giulio De Meo
Spain
3mo
Two weeks, four moods. A trillion-dollar selloff in semis. Then a sharp rally. Then a chip pullback. Then a Fed day that swung every index around. Anyone trading the headlines got whipsawed: buy the top, sell the bottom, repeat. We didn't change a single position. Nothing under the surface actually broke. Hyperscaler AI capex for 2026 still sits near $750B, and the names building that infrastructure are still building. The volatility was noise on top of a thesis that is fully intact. This is exactly why we run a hold-through-the-swings approach instead of reacting to every print. Discipline is the edge, not timing. If that's how you want your portfolio handled, you can copy DM Investments in one click. Stop trading the noise. Hold the thesis. $SPX500 $NSDQ100 $DJ30
Not investment advice. The author may have financial interests in the mentioned instruments.
3 Mentioned
SPX500 Index (Non Expiry)
SPX500
SPX500 Index (Non Expiry)
NASDAQ100 Index (Non Expiry)
NSDQ100
NASDAQ100 Index (Non Expiry)
DJ30 Index (Non Expiry)
DJ30
DJ30 Index (Non Expiry)
null
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