Davide Marcotti @Dafne17: "🔔🔔🔔 Market Bell, see you..."

United Arab Emirates

🔔🔔🔔 Market Bell, see you tomorrow! 🔔🔔🔔 The Market Bell complements the morning market movers and focus specifically on our portfolio. Big green day across risk assets. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🟢 $NSDQ100 +1.30% Tech melt-up continues, with the index up 9.3% over four days on the back of strong earnings and AI momentum. 🟢 $SPX500 +0.62% Broad-based strength carried the index higher, tech doing the heavy lifting but participation was solid across sectors. 🟢 $GOLD +3.83% Gold rallied even after a disappointing July jobs report that showed 23,000 jobs lost versus 80,000 expected. Middle East tensions in the Strait of Hormuz are keeping inflation concerns alive. 🟢 Russell 2000 +1.05% Small caps participated in today's rally, another sign of broadening market strength. 🟠 WTI Crude Oil -0.38% Oil gave back a fraction after recent gains tied to geopolitical risk. 🟢 $ABNB (Airbnb Inc) +17.43% Airbnb crushed Q2 earnings and raised full-year revenue guidance after beating on both revenue and EPS, citing strong demand across all regions. 🟢 $TEAM (Atlassian Corp PLC A) +35.31% Atlassian surged after reporting stronger-than-expected fiscal Q4 results and issuing first-quarter revenue guidance that topped Wall Street estimates. Cloud revenue rose 31%, an acceleration. 🟢 CRSR +35.25% Corsair Gaming reported Q2 revenue of $314.3 million, beating estimates, with adjusted EBITDA up 279% year-over-year. The company also benefited from $15.6 million in tariff refunds. 🟢 NVDA +2.27% Nvidia rode the broader tech wave higher, continuing its run as AI infrastructure spending shows no signs of slowing. 🟢 BTC +0.99% Bitcoin added nearly 1%, steady upward drift as liquidity finds its way back into crypto. 📌 𝗪𝗵𝗮𝘁 𝗶𝘁 𝗺𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝗼𝘂𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 🟢 $ABNB +17.43% Tiny position but a massive earnings beat. AI is cutting support costs by 16%, and management raised the full-year outlook. Small allocation so the impact was contained, but the execution story here is strong. 🟢 NVDA +2.27% One of our biggest positions, and it really moved the portfolio today. The AI buildout thesis stays intact, fundamentals haven't changed. 🟢 BTC +0.99% Our biggest position, steady grind higher. Nearly 1% on an asset this size adds real value to the portfolio. 🔴 HYPE -2.84% Small position, modest giveback after recent strength. Crypto volatility at work, doesn't change the long-term setup. 🟢 $TEAM +35.31% Big percentage move but a small position, so the portfolio impact was minimal. Cloud acceleration and strong guidance are encouraging. 🟢 CRSR +35.25% Another huge percentage gain on a tiny allocation. Earnings surprise and tariff refunds drove the pop, but too small to really move the needle. 🟢 UBER +6.43% Small weight, modest contribution, but the ride-sharing and delivery story continues to deliver. 🟢 CRM +3.19% Tiny position, barely a scratch on the portfolio, but Salesforce continues grinding higher. One day doesn't make the decade. We stay focused. "Never, ever invest in the present." - Stanley Druckenmiller

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