๐ ๐ช๐ฒ๐ฒ๐ธ๐น๐ ๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐จ๐ฝ๐ฑ๐ฎ๐๐ฒ
A week with clear winners and a few underperformers. Here's an honest breakdown ๐
๐ข ๐ช๐ถ๐ป๐ป๐ฒ๐ฟ๐ ๐๐ต๐ถ๐ ๐๐ฒ๐ฒ๐ธ:
๐ฅ Gorilla Tech (GRRR) โ +17.9% ๐ฅ ๐ฅ Oscar Health (OSCR) โ +10.0% ๐ช ๐ฅ Cheniere Energy (LNG) โ +5.0% โญ Nebius (NBIS) โ +5.0%
๐ด ๐จ๐ป๐ฑ๐ฒ๐ฟ ๐ฝ๐ฟ๐ฒ๐๐๐๐ฟ๐ฒ ๐๐ต๐ถ๐ ๐๐ฒ๐ฒ๐ธ:
๐ GDX (Gold Miners) โ -7.7% ๐ Alibaba (BABA) โ -3.4% ๐ Baidu (BIDU) โ -2.2% ๐ HSAI Group โ -1.5%
๐ค ๐๐ ๐ฆ๐ฝ๐ผ๐๐น๐ถ๐ด๐ต๐ ๐๐ต๐ถ๐ ๐๐ฒ๐ฒ๐ธ: ๐ง๐๐ผ ๐ผ๐ณ ๐บ๐ ๐๐ผ๐ฝ ๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฒ๐ฟ๐ โ ๐๐ผ๐ฟ๐ถ๐น๐น๐ฎ ๐ง๐ฒ๐ฐ๐ต (๐๐ฅ๐ฅ๐ฅ) ๐ฎ๐ป๐ฑ ๐ก๐ฒ๐ฏ๐ถ๐๐ (๐ก๐๐๐ฆ) โ are direct plays on the AI revolution.
๐ฌ ๐ ๐ ๐๐ฎ๐ธ๐ฒ: Overall a strong week for the portfolio. The Chinese positions (BABA, BIDU, HSAI) remain under pressure due to macro uncertainty, but I'm staying convicted in my long-term thesis on these names.
$SPX500... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Gold miners will correct first in this cycle, but and recover first. Gold maybe is less volatile hedge. Inflation. where we will fly down, every single share will be on huge sell. So you need gold, cash, cash equivalents. we are antering bear market, it is imminent. at now stage, we need to preserve... Show More
Interesting analysis. Long-term investors often benefit more from consistency and discipline than from trying to predict short-term market movements.
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Sat Jul 11 2026 18:12:02 GMT+0000 (Coordinated Universal Time)
