Jeppe Kirk Bonde @JeppeKirkBonde: "𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗨𝗽𝗱𝗮𝘁𝗲 - 𝟮𝟬𝟮𝟲-𝗤𝟮 Dear..."

United Arab Emirates

𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗨𝗽𝗱𝗮𝘁𝗲 - 𝟮𝟬𝟮𝟲-𝗤𝟮 Dear fellow investors, 2026 has been a good year so far, with 9% return, beating $SPX500 which has only delivered 6%. I'm happy to share this quarter’s investor update. In this presentation, I cover: • My professional background • Investment strategy • Current market analysis • Portfolio breakdown • Responses to your questions I answer questions about geopolitical and stagflation risks, AI bottlenecks, AI risks to software, AI impacts on employment, $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR), energy stocks, investing in collectibles, and cruise lines, among others. Thank you to everyone who submitted questions beforehand. If you have any additional questions, please leave them in the comments section below. View the complete presentation here: youtu.be/dPPpd0vpqwA?si=71dFq-nIDtKtPYhs For those familiar with my previous updates, you may wish to jump directly to the Questions & Answers segment: youtu.be/dPPpd0vpqwA?si=0ldUU-OFPmMQJ8Re&t=1275 I wish you all a great quarter, Best regards, Jeppe Kirk Bonde

Not investment advice. The author may have financial interests in the mentioned instruments.