Marios Valiandes @zizujr: "🚀 Red Days = Shopping..."

Cyprus

🚀 Red Days = Shopping Days! 📉🛒 To all our new copiers: Don’t panic! This portfolio is built on long-term conviction and undervalued high-quality assets. We stay disciplined through volatility. 💪🛡️ What We Did This week: $MELI (MercadoLibre Inc) – Bought more at a 12% discount to recent levels. Massive long-term compounder! 🟢 $RHEINMETALL – Added to this huge backlog powerhouse. Defense tailwinds remain strong. Entered new positions in the AI Photonics bottleneck theme: $AAOI (Applied Optoelectronics Inc), $LITE (Lumentum Holdings Inc), $COHR (Coherent Corp) & $FN. Not going all-in at once — building smartly after earnings confirmation. $ANET (Arista Networks Inc) – Very important holding in the AI infrastructure stack. Doubled our $ZETA position after the company grew +50%! 🔥 $CELH (Celsius Holdings Inc.) – Record growth thanks to Alani Nu strength. Added $INFQ (Infleqtion Inc) – One of the very few quantum companies with real revenue today. Added $RDDT (Reddit Inc) - Magnificent earnings with 90%+ margins, insane numbers! Day trade of $IREN (Iris Energy Ltd) with some nice after earnings pop! To add to this $PGY (Pagaya Technologies Ltd) is confirming our thesis with brilliant earnings and growth! If it gets even cheaper I'll add even more! I’m not worried at all. This is exactly when we get to buy great businesses cheaper. Soon I’ll be deploying my monthly contributions too! ⏳ Red days are opportunities. Long-term strategy remains fully intact. What do you think about today’s moves? Any questions or ideas? Drop them below 👇 I read every comment!

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