Giulio De Meo @DeMeoInvestments: "The track record is fully..."

Spain

The track record is fully public, and I want it that way. Since Feb 2024: • 2024: +12.74% • 2025: +25.47% • 2026 YTD: +11.07% ≈ +57% compounded. No black box. The strategy is concentrated, picks-and-shovels exposure to the AI infrastructure buildout — $NVDA (NVIDIA Corporation), $AVGO (Broadcom Inc), $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR), $ANET (Arista Networks Inc) and the broader compute supply chain — sized by conviction and volatility rather than noise. Transparency is the whole point: every position and every month is here for you to audit. If the thesis resonates, you can copy it directly. Past performance is not indicative of future results. Your capital is at risk. This is not investment advice.

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