Matteo Spaggiari @Matteospaggiari: "🔥 𝐁𝐥𝐚𝐜𝐤 𝐅𝐫𝐢𝐝𝐚𝐲 𝐖𝐞𝐞𝐤 𝐈𝐬..."

Italy

🔥 𝐁𝐥𝐚𝐜𝐤 𝐅𝐫𝐢𝐝𝐚𝐲 𝐖𝐞𝐞𝐤 𝐈𝐬 𝐎𝐧 — 𝐃𝐢𝐬𝐜𝐨𝐮𝐧𝐭𝐬 𝐀𝐜𝐫𝐨𝐬𝐬 𝐌𝐚𝐣𝐨𝐫 𝐒𝐭𝐨𝐜𝐤𝐬!🔥 Dear copiers, When markets fall together ahead of a major earnings release like this, prices often behave like a store putting items on sale. That’s why I call it a “Black Friday week”: quality companies are trading at lower levels not because their value collapsed, but because fear is pushing everything down at once. My gradual reinvestment plan continues. As promised, I’m deploying the proceeds from the apartment sale step by step. I started with the first ~15%, and today I’m adding another 5% to take advantage of the current pullback. ✔ 𝐖𝐡𝐚𝐭’𝐬 𝐡𝐚𝐩𝐩𝐞𝐧𝐢𝐧𝐠 𝐢𝐧 𝐭𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭 𝐭𝐨𝐝𝐚𝐲: The S&P 500 slipped below its 50-day moving average, a level many traders look at. Some see this as a sign of a deeper pullback. Tech and AI names are weighing on the indexes. Nvidia and other leaders are swinging hard, which amplifies volatility across the board: 𝐍𝐯𝐢𝐝𝐢𝐚 𝐫𝐞𝐩𝐨𝐫𝐭𝐬 𝐞𝐚𝐫𝐧𝐢𝐧𝐠𝐬 are coming shortly and that's shaking the entire market. Traders are tense because the stock has a huge weight in the indexes, and even small surprises in revenue, margins or guidance can push prices sharply in either direction. Right now we don’t know if the numbers will calm nerves or fuel more selling, but the uncertainty itself creates movement — and movement creates opportunity. And here’s the question I always come back to: 𝐅𝐢𝐯𝐞 𝐲𝐞𝐚𝐫𝐬 𝐟𝐫𝐨𝐦 𝐧𝐨𝐰, 𝐰𝐢𝐥𝐥 𝐍𝐯𝐢𝐝𝐢𝐚 𝐛𝐞 𝐰𝐨𝐫𝐭𝐡 𝐦𝐨𝐫𝐞 𝐨𝐫 𝐥𝐞𝐬𝐬 𝐭𝐡𝐚𝐧 𝐭𝐨𝐝𝐚𝐲? If your answer is “more,” then days like this turn into entry points. Panic pulls prices down fast, while the long-term value of a leading company grows at its own pace. Noise fades. Growth doesn’t. 𝐁𝐮𝐭 𝐡𝐞𝐫𝐞’𝐬 𝐭𝐡𝐞 𝐤𝐞𝐲 𝐩𝐨𝐢𝐧𝐭: When the whole market moves together, it’s usually fear—not fundamentals—driving prices. Fear pushes good companies down along with the weak ones. That’s often the moment when long-term investors get the best entry points. 🔍𝐖𝐡𝐲 𝐈’𝐦 𝐚𝐝𝐝𝐢𝐧𝐠 𝟓% 𝐫𝐢𝐠𝐡𝐭 𝐧𝐨𝐰: I stay consistent with the plan: same allocation, same structure. I’m only adding capital, not changing the mix. Volatility gives us lower prices. I see this as a chance to accumulate while others hesitate. If you’re copying me, you don’t need to change anything. If you want to enter into the copy, that's a very good moment. I know some people wait forever to enter into a copy, wondering whether that's the perfect moment. I don't know whether it's perfect, but it's a good moment to me. If you want to join this step, you can add capital as soon as you read this. 📌 What you can do: If your plan matches mine, feel free to ride this move with me. If you’d rather stay as you are, that works too. If your plan matches mine, feel free to ride this move with me. I’ll keep posting each new tranche with a short heads-up, just as promised. More updates coming soon. All the best, Matteo $SPX500 $NVDA (NVIDIA Corporation) $BTC $META (Meta Platforms Inc)

4 Mentioned

SPX500

NVDA

NVIDIA Corporation

BTC

Bitcoin

META

Meta Platforms Inc

Strictly Necessary Cookies

Performance Cookies

Functional Cookies

Targeting Cookies