Giuseppe Lasorsa
Italy
1m
📊 Market Outlook & Portfolio Strategy Update Recent market developments are creating new opportunities across both tech equities and crypto assets in my portfolio: AI Momentum: NVIDIA’s CEO Jensen Huang highlighted a “substantial surge in AI demand,” reinforcing the long-term case for advanced compute and data infrastructure. AMD also jumped over 20% following a new partnership with OpenAI — showing that AI growth is broadening beyond just NVIDIA. Crypto Outlook: Solana continues to show strong institutional interest, with proposed Solana ETFs surpassing $1.4B in AUM and growing optimism around potential SEC approvals. Analysts now see possible price targets between $290–$340 if ETFs are greenlit. Despite short-term volatility, adoption metrics remain robust. ETF Strategy: I remain in queue to enter VTI, VOO, and SCHD, waiting for a more favorable entry point to strengthen the portfolio’s defensive side. My focus remains clear — long-term, risk-balanced exposure to technology and innovation. The information shared here reflects my personal opinions and investment strategy. It is provided for educational and transparency purposes only and should not be considered financial advice. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of capital. Every copier should evaluate their own risk tolerance and financial situation before investing. I encourage all followers to copy with a long-term horizon and to stay informed about market developments.
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