Mentioned
ASML Holding NV
ASML.NV
-11.80 (-0.98%)
1193.00
1193.20
Liontown Ltd
LTR.ASX
-0.0149 (-0.86%)
1.7250
1.7300
Sociedad Quimica y Minera de Chile SA-ADR
SQM
-0.87 (-1.22%)
70.23
70.36
Infosys Limited-ADR
INFY
0.30 (1.84%)
16.59
16.61
Dante Loi
Spain
30d
๐–๐„๐„๐Š๐‹๐˜ ๐”๐๐ƒ๐€๐“๐„ ๐Ÿ๐Ÿ ๐‰๐€๐๐”๐€๐‘๐˜ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” The second week of ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” has reinforced the core of my investment philosophy: ๐ช๐ฎ๐š๐ง๐ญ๐ข๐ญ๐š๐ญ๐ข๐ฏ๐ž ๐๐ข๐ฌ๐œ๐ข๐ฉ๐ฅ๐ข๐ง๐ž and ๐ ๐ž๐จ๐ ๐ซ๐š๐ฉ๐ก๐ข๐œ๐š๐ฅ ๐ซ๐ž๐ฌ๐ข๐ฅ๐ข๐ž๐ง๐œ๐ž. While the ongoing reconstruction efforts in ๐•๐ž๐ง๐ž๐ณ๐ฎ๐ž๐ฅ๐š continue to attract headlines, the real story for a long-term investor is the accelerating ๐ข๐ง๐ญ๐ž๐ฅ๐ฅ๐ข๐ ๐ž๐ง๐œ๐ž ๐ฌ๐ฎ๐ฉ๐ž๐ซ๐œ๐ฒ๐œ๐ฅ๐ž and the critical ๐ซ๐ž๐ฌ๐จ๐ฎ๐ซ๐œ๐ž ๐ซ๐ž๐›๐š๐ฅ๐š๐ง๐œ๐ข๐ง๐  currently taking place. ๐€๐ฅ๐ฅ๐จ๐œ๐š๐ญ๐ข๐จ๐ง ๐›๐ฒ ๐‘๐ž๐ ๐ข๐จ๐ง: ๐Ÿ‡ช๐Ÿ‡ธ Spain 5.8% ๐Ÿ‡จ๐Ÿ‡ณ China 5.42% ๐Ÿ‡ซ๐Ÿ‡ท France 5.27% ๐Ÿ‡ฐ๐Ÿ‡ท South Korea 5.18% ๐Ÿ‡ฆ๐Ÿ‡ท Argentina 5.06% ๐Ÿ‡บ๐Ÿ‡ธ United States 4.96% ๐Ÿ‡ฏ๐Ÿ‡ต Japan 4.63% ๐Ÿ‡ง๐Ÿ‡ท Brazil 4.56% ... Our portfolio is strategically positioned to benefit from two major structural shifts: ๐Ÿ’ป ๐“๐ก๐ž ๐€๐ˆ ๐ˆ๐ง๐Ÿ๐ซ๐š๐ฌ๐ญ๐ซ๐ฎ๐œ๐ญ๐ฎ๐ซ๐ž ๐„๐ฑ๐ฉ๐š๐ง๐ฌ๐ข๐จ๐ง: This week, $ASML.NV (ASML Holding NV) hit record highs following significant analyst upgrades. As foundries like ๐“๐’๐Œ๐‚ book out their ๐Ÿ๐ง๐ฆ capacity for the entirety of ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ”, the demand for lithography equipment is becoming inelastic. Our exposure to ๐„๐ฅ๐ž๐œ๐ญ๐ซ๐จ๐ง๐ข๐œ ๐“๐ž๐œ๐ก๐ง๐จ๐ฅ๐จ๐ ๐ฒ via Dutch and American leaders ensures we capture the "picks and shovels" of this digital revolution. ๐Ÿ”‹ ๐“๐ก๐ž ๐‹๐ข๐ญ๐ก๐ข๐ฎ๐ฆ ๐ƒ๐ž๐Ÿ๐ข๐œ๐ข๐ญ: Industry forecasts from ๐Œ๐จ๐ซ๐ ๐š๐ง ๐’๐ญ๐š๐ง๐ฅ๐ž๐ฒ and ๐”๐๐’ now point to a material lithium deficit starting in late ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ”. This has triggered a "flight to quality" in the ๐๐จ๐ง ๐„๐ง๐ž๐ซ๐ ๐ฒ ๐Œ๐ข๐ง๐ž๐ซ๐š๐ฅ๐ฌ sector. Stocks like $LTR.ASX (Liontown Ltd) (Liontown) and $SQM (Sociedad Quimica y Minera de Chile SA-ADR) have rebounded sharply as the market realizes that energy storage systems (ESS) are now competing with EVs for limited battery-grade supply. ๐€๐ฅ๐ฅ๐จ๐œ๐š๐ญ๐ข๐จ๐ง ๐›๐ฒ ๐’๐ž๐œ๐ญ๐จ๐ซ: ๐Ÿชจ Non Energy Minerals 12.97% ๐Ÿ’ป Electronic Technology 10.46% ๐Ÿ“ก Communications 9.32% ๐Ÿ’ฐ Finance 7.98% ๐Ÿ› ๏ธ Producer Manufacturing 7.68% ๐Ÿงฌ Health Technology 7.67% ๐Ÿญ Industrial Services 6.24% ๐Ÿ–ฅ๏ธ Technology Services 6.13% ... More on my diversification by sector here: - etoro.tw/4pCdq4e ๐Ÿ‡ฎ๐Ÿ‡ณ ๐ˆ๐ง๐๐ข๐š'๐ฌ ๐ƒ๐ž๐ž๐ฉ-๐“๐ž๐œ๐ก ๐’๐ก๐ข๐Ÿ๐ญ: Despite a temporary hiring slowdown in traditional IT services, ๐†๐š๐ซ๐ญ๐ง๐ž๐ซ forecasts a ๐Ÿ๐ŸŽ.๐Ÿ”% increase in Indian IT spending for ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ”. Our positions in $INFY (Infosys Limited-ADR) and HDB leverage Indiaโ€™s transition from a service hub to a deep-tech and sovereign cloud powerhouse. ๐‘๐ž๐ฆ๐ข๐ง๐๐ž๐ซ ๐Ÿ๐จ๐ซ ๐œ๐จ๐ฉ๐ข๐ž๐ซ๐ฌ: Volatility is not a risk. Markets are built on cycles; those who ignore the "noise" of temporary pullbacks are the ones who capture the true compounding of global growth. Stay invested, Dante.
4 Mentioned
ASML Holding NV
ASML.NV
ASML Holding NV
Liontown Ltd
LTR.ASX
Liontown Ltd
Sociedad Quimica y Minera de Chile SA-ADR
SQM
Sociedad Quimica y Minera de Chile SA-ADR
Infosys Limited-ADR
INFY
Infosys Limited-ADR
null
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