Mekel Haunsby @Luma_25000: "I ended January about 10%..."

Denmark

I ended January about 10% up. Zoomed out, that looks strong. Zoomed in, the last week was down roughly 10% as volatility has been brutal - I was close to 20% up YTD at one point. Perspective matters... Right now, I actually see this as a very interesting entry point to the market - and also a better entry point to my portfolio than it was a week ago. What happens next week? On February 3, we get a real data check on my $SMCI (Super Micro Computer, Inc) thesis (discussed in depth on my profile). I currently have about 26% of equity there...! February 3 is also important for $AMD (Advanced Micro Devices Inc) (I hold just under 9% of equity). We will see whether the recent ChatGPT-related narrative starts showing up in more tangible numbers and guidance! On gold: I think we may see gold dip slightly early in the week, then stabilize and cautiously move higher. The recent move up was a bit too steep, and the correction we saw looked both obvious and healthy. I therefore continue to hold my positions in $IAU (iShares Gold Trust) $GDX (VanEck Vectors Gold Miners ETF) and $GDXJ (VanEck Vectors Junior Gold Miners ETF) So YES - next week is shaping up to be very hot and interesting! ✅ This is not financial advice, but written purely for educational purposes to explain how this setup was analysed. Always do your own research.