Dimitris Plessas
Dimitris Plessas
Greece
1mo
๐ŸŽฉ ๐—ฒ๐—ง๐—ผ๐—ฟ๐—ผ ๐—–๐—ฒ๐—ป๐˜€๐˜‚๐˜€ ๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ (2026-05-01 โ†’ 2026-05-08) ๐ŸŽฉ ๐Ÿ“ˆ ๐—ฃ๐—ฒ๐—ฟ๐—ณ๐—ผ๐—ฟ๐—บ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—–๐—ผ๐—บ๐—ฝ๐—ฎ๐—ฟ๐—ถ๐˜€๐—ผ๐—ป: ๐—ง๐—ผ๐—ฝ ๐Ÿญ๐Ÿฌ๐Ÿฌ: 5.5% YTD (+2.1% weekly) ๐—•๐—ฟ๐—ผ๐—ฎ๐—ฑ ๐—š๐—ฟ๐—ผ๐˜‚๐—ฝ: 4.4% YTD (+2.7% weekly) ๐—ง๐—ผ๐—ฝ ๐Ÿญ๐Ÿฌ๐Ÿฌ ๐—ฎ๐—ฑ๐˜ƒ๐—ฎ๐—ป๐˜๐—ฎ๐—ด๐—ฒ: +1.1%pp ๐Ÿ’ฐ ๐—–๐—ฎ๐˜€๐—ต ๐—ฃ๐—ผ๐˜€๐—ถ๐˜๐—ถ๐—ผ๐—ป๐—ถ๐—ป๐—ด & ๐‘๐ข๐ฌ๐ค: ๐—ง๐—ผ๐—ฝ ๐Ÿญ๐Ÿฌ๐Ÿฌ: Cash 12.2% (+1.1%) | Risk 4.5 (-0.1%) ๐—•๐—ฟ๐—ผ๐—ฎ๐—ฑ ๐—š๐—ฟ๐—ผ๐˜‚๐—ฝ: Cash 13.1% (0.0%) | Risk 4.5 (-0.1%) ๐Ÿ“Š ๐—ง๐—ฟ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—”๐—ฐ๐˜๐—ถ๐˜ƒ๐—ถ๐˜๐˜†: ๐—ง๐—ผ๐—ฝ ๐Ÿญ๐Ÿฌ๐Ÿฌ: 297 trades (+10 weekly) ๐—•๐—ฟ๐—ผ๐—ฎ๐—ฑ ๐—š๐—ฟ๐—ผ๐˜‚๐—ฝ: 233 trades (+8 weekly) ๐Ÿ’Ž ๐—ง๐—ผ๐—ฝ ๐Ÿญ๐Ÿฌ ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—›๐—ผ๐—น๐—ฑ๐—ถ๐—ป๐—ด๐˜€: ๐—ง๐—ผ๐—ฝ ๐Ÿญ๐Ÿฌ๐Ÿฌ: 1. AMZN (45% +1.0pp) 2. MSFT (44% =0.0pp) 3. GOOG (37% =0.0pp) 4. META (34% -1.0pp) 5. NVDA (32% -1.0pp) 6. BTC (30% =0.0pp) 7. AMD (25% =0.0pp) 8. ETOR (25% +1.0pp) 9. AAPL (22% -1.0pp) 10. TSLA (21% +1.0pp) ๐—•๐—ฟ๐—ผ๐—ฎ๐—ฑ ๐—š๐—ฟ๐—ผ๐˜‚๐—ฝ: 1. MSFT (44% -0.5pp) 2. BTC (39% -0.7pp) 3. AMZN (38% +0.5pp) 4. NVDA (36% +0.1pp) 5. META (36% -0.0pp) 6. GOOG (36% -0.4pp) 7. ETH (27% -0.4pp) 8. AAPL (22% -0.5pp) 9. TSLA (22% +0.2pp) 10. BABA (20% -0.3pp) ๐Ÿ”„ ๐—•๐—ถ๐—ด๐—ด๐—ฒ๐˜€๐˜ ๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† ๐—”๐˜€๐˜€๐—ฒ๐˜ ๐— ๐—ผ๐˜ƒ๐—ฒ๐˜€: ๐—ง๐—ผ๐—ฝ ๐Ÿญ๐Ÿฌ๐Ÿฌ - ๐— ๐—ผ๐˜€๐˜ ๐—”๐—ฑ๐—ฑ๐—ฒ๐—ฑ: โ€ข $INTC: +2.0pp โ€ข $AMZN: +1.0pp โ€ข $ETOR: +1.0pp ๐—ง๐—ผ๐—ฝ ๐Ÿญ๐Ÿฌ๐Ÿฌ - ๐— ๐—ผ๐˜€๐˜ ๐—ฅ๐—ฒ๐—ฑ๐˜‚๐—ฐ๐—ฒ๐—ฑ: โ€ข $MU: -2.0pp โ€ข $NOVO-B.CO: -2.0pp โ€ข $META: -1.0pp ๐—•๐—ฟ๐—ผ๐—ฎ๐—ฑ ๐—š๐—ฟ๐—ผ๐˜‚๐—ฝ - ๐— ๐—ผ๐˜€๐˜ ๐—”๐—ฑ๐—ฑ๐—ฒ๐—ฑ: โ€ข $AMZN: +0.5pp ๐—•๐—ฟ๐—ผ๐—ฎ๐—ฑ ๐—š๐—ฟ๐—ผ๐˜‚๐—ฝ - ๐— ๐—ผ๐˜€๐˜ ๐—ฅ๐—ฒ๐—ฑ๐˜‚๐—ฐ๐—ฒ๐—ฑ: โ€ข BTC: -0.7pp โ€ข NOVO-B.CO: -0.6pp โ€ข AAPL: -0.5pp ๐Ÿ‘ฅ ๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† ๐—–๐—ผ๐—ฝ๐—ถ๐—ฒ๐—ฟ ๐—ง๐—ฟ๐—ฒ๐—ป๐—ฑ๐˜€: ๐Ÿš€ ๐—ง๐—ผ๐—ฝ ๐Ÿฑ ๐—š๐—ฎ๐—ถ๐—ป๐—ฒ๐—ฟ๐˜€: 1. Konstantinos Kousouris (@Le_kousou): (1,722 +312) 2. Georgios Fatouros (@GeorgeFatouros): (2,268 +213) 3. Dan Hamernik (@Smudliczek): (11,956 +183) 4. Blue Screen Media ApS (@CPHequities): (15,386 +178) 5. Michal Hlavacka (@Michalhla): (8,515 +166) ๐Ÿ“‰ ๐—ง๐—ผ๐—ฝ ๐Ÿฑ ๐—Ÿ๐—ผ๐˜€๐—ฒ๐—ฟ๐˜€: 1. Thomas Parry Jones (@thomaspj): (32,262 -406) 2. Pietari Laurila (@triangulacapital): (25,052 -270) 3. Stewart Fitzell (@defense_investor): (9,795 -120) 4. Saif Alnaqbi (@saifsyn): (11,081 -107) 5. Eamonn Mcginty (@MCGINTYE): (4,608 -94) ๐Ÿ’ก ๐–๐ž๐ž๐ค๐ฅ๐ฒ ๐—ž๐—ฒ๐˜† ๐—œ๐—ป๐˜€๐—ถ๐—ด๐—ต๐˜๐˜€: โ€ข ๐—ง๐—ต๐—ฒ ๐—ฟ๐—ฎ๐—น๐—น๐˜† ๐˜„๐—ถ๐—ฑ๐—ฒ๐—ป๐—ฒ๐—ฑ: chips ripped from KOSPI Mon (+5.1% on Samsung/SK Hynix) through $AMD's blowout Wed (+38% YoY revenue, +46% Q2 guide, 56% gross margin) to a Nikkei record close Thu (+5.6%). Broad Group beat Top 100 this week (+2.7% vs +2.1%) โ€” mega-cap concentration didn't pay; the YTD lead narrowed to +1.1pp. โ€ข ๐—ข๐—ถ๐—น ๐˜„๐—ฎ๐˜€ ๐˜๐—ต๐—ฒ ๐˜๐—ฎ๐—ฝ๐—ฒ, ๐—ป๐—ผ๐˜ ๐—ฒ๐—พ๐˜‚๐—ถ๐˜๐—ถ๐—ฒ๐˜€: WTI -13% Wed on Hormuz de-escalation lit Europe's strongest session in months (STOXX 600 +2.5%). Top 100 used the rally to lift cash to 12.2% (+1.1pp), not press it โ€” disciplined positioning into strength. โ€ข ๐—ฅ๐—ผ๐˜๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐˜๐—ฒ๐—น๐—น๐˜€: $INTC most-added (+2.0pp); $NOVO-B and $MU each cut -2.0pp. Pivoting toward cyclicals/turnarounds, away from fading GLP-1 momentum and memory chips โ€” the AI bid is concentrating in compute, not memory. Check out the daily updated census dashboard at: weirdapps.github.io/etoro_census Compare your portfolio to those of top investors at: https://etoro-census.vercel.app [this post was moderated by @eToro_Moderation for excessive tagging]
Not investment advice. The author may have financial interests in the mentioned instruments.
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