Weekly Update
๐ข ๐ฅ๐ฒ๐๐๐ฟ๐ป ๐ฌ๐ง๐: +1.27%
๐ข ๐ฅ๐ฒ๐๐๐ฟ๐ป ๐ฎ๐ฌ: +58.65% (Since Jan 2024)
Hi everyone. This week, we head towards the most important week of the quarter, with my 2 largest holdings, Google and Amazon, reporting earnings. Last week, we also had large reports, including Apple and Microsoft. However, the week ended negatively after the Fed decided to pause rate cuts.
๐๐ผ๐บ๐ฝ๐ฎ๐ป๐ ๐ต๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐
๐น $AAPL (Apple) reported results with revenue up year over year and record performance in Services, reinforcing the durability of the Services mix even in a mature hardware cycle. During the week, the hype around the Clawdbot/Moltbot/OpenClaw personal AI likely caused an increase in Mac Mini sales, while this impact might be small relative to the company's total revenue, it's another proof of the power and efficiency of Apple's hardware.
๐น $GOOG (Alphabet): We had 2 important updates: On the one hand, Waymo is raising a new funding round at a valuation near $110B, which positions the division for further growth. If we were to consider Waymo as an Automaker, at this valuation, they would be the 4th largest in the world (surpassing giants like Hyundai, General Motors, and BMW).
On the other hand, Google displayed new updates on Gemini for Chrome as the company is preparing for a broader rollout. At the moment, the functionality is only available in the US. However, once they roll it out worldwide, we're talking about 3.5 billion users.
๐น $MSFT (Microsoft) delivered a strong quarter with continued growth in Microsoft Cloud, keeping its AI monetization narrative tied to real consumption and enterprise demand. However, the markets reacted negatively to the size of OpenAI's revenue backlog. This means that if OpenAI goes out of business or is forced to scale down, Microsoft's AI future revenue could be significantly impacted. Personally, I was more surprised by the market's reaction than by the numbers themselves.
๐ ๐๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐ ๐ฅ๐ฒ๐ฝ๐ผ๐ฟ๐๐:
๐ง๐๐ฒ๐๐ฑ๐ฎ๐: AMD and PayPal
๐ช๐ฒ๐ฑ๐ป๐ฒ๐๐ฑ๐ฎ๐: Google, Novo Nordisk, and Qualcomm
๐ง๐ต๐๐ฟ๐๐ฑ๐ฎ๐: Amazon and Atlassian
๐๐ฏ๐ผ๐๐ ๐ ๐ฒ
I've been a Popular Investor on eToro for 10 years. I'm a long-term investor. I research every business I own by studying their products and services, reading research papers, reviewing patents, tracking hiring trends, examining competitors, and following market trends. I combine this with fundamentals and quantitative analysis to invest in companies I trust for the future. If you'd like to know more about my investing strategy, please check out my profile.
I hope this was useful, and wish you a good week.
Mariano.
๐๐ช๐ด๐ค๐ญ๐ข๐ช๐ฎ๐ฆ๐ณ: ๐๐ฉ๐ช๐ด ๐ข๐ณ๐ต๐ช๐ค๐ญ๐ฆ ๐ช๐ด ๐ฑ๐ณ๐ฐ๐ท๐ช๐ฅ๐ฆ๐ฅ ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ข๐ฏ๐ฅ ๐ฆ๐ฅ๐ถ๐ค๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ ๐ข๐ฏ๐ฅ ๐ฅ๐ฐ๐ฆ๐ด ๐ฏ๐ฐ๐ต ๐ค๐ฐ๐ฏ๐ด๐ต๐ช๐ต๐ถ๐ต๐ฆ ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ, ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต, ๐ฐ๐ณ ๐ฑ๐ณ๐ฐ๐ง๐ฆ๐ด๐ด๐ช๐ฐ๐ฏ๐ข๐ญ ๐ข๐ฅ๐ท๐ช๐ค๐ฆ. ๐ ๐ฐ๐ถ๐ณ ๐ค๐ข๐ฑ๐ช๐ต๐ข๐ญ ๐ช๐ด ๐ข๐ต ๐ณ๐ช๐ด๐ฌ.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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Mon May 18 2026 21:35:14 GMT+0000 (Coordinated Universal Time)
