Olena Levchun @OlenaL: "𝗗𝗲𝗮𝗿 𝗖𝗼𝗽𝗶𝗲𝗿𝘀 & 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀, ✨ April..."

Switzerland

𝗗𝗲𝗮𝗿 𝗖𝗼𝗽𝗶𝗲𝗿𝘀 & 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀, ✨ April showers bring… trillion-dollar AI powers? 🌧️🚀 We are wrapping up the second week of April 2026, and the market is painting quite the picture right now! As we navigate this week's macroeconomic noise, let’s grab a coffee ☕ and look at the beautiful, chaotic canvas of Tech and Innovation that is driving our portfolio. Here are the stories shaping our week: 📺 𝗢𝗽𝗲𝗻𝗔𝗜 𝗕𝗲𝗰𝗼𝗺𝗲𝘀 𝗮 𝗕𝗿𝗼𝗮𝗱𝗰𝗮𝘀𝘁𝗲𝗿: In a move that surprised the whole ecosystem, OpenAI just closed a jaw-dropping USD 122 Billion funding round and immediately made its first media acquisition: the tech-show network TBPN. I guess when you build the smartest AI, you don’t just want to write the news—you want to anchor the talk show! 🤝 𝗔 𝗦𝗶𝗹𝗶𝗰𝗼𝗻 𝗥𝗼𝗺𝗮𝗻𝗰𝗲: $GOOG (Alphabet) and $INTC (Intel) just announced a massive multiyear collaboration to co-develop custom ASIC-based infrastructure processing units (IPUs). The hardware race is far from over. If AI is the digital paint, infrastructure is the canvas—and we love investing in the companies making the best canvases. 🎨 🫀 𝗧𝗲𝗰𝗵 𝗦𝗮𝘃𝗶𝗻𝗴 𝗟𝗶𝘃𝗲𝘀: It’s not all just chatbots and stock charts. This week, scientists debuted a new AI tool capable of spotting heart failure risks up to five years before they strike. This is a beautiful reminder of why we invest in long-term innovation: it fundamentally changes human lives for the better. 𝗢𝘂𝗿 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: We are sticking firmly to our philosophy: 𝗚𝗿𝗼𝘄𝘁𝗵 𝗮𝘁 𝗮 𝗥𝗲𝗮𝘀𝗼𝗻𝗮𝗯𝗹𝗲 𝗣𝗿𝗶𝗰𝗲 (𝗚𝗔𝗥𝗣). We are holding onto our high-conviction tech innovators while keeping a cozy blanket of defensive assets such as $RSP (Invesco S&P 500 Equal Weight ETF ) or $VTI (Vanguard Total Stock Market ETF) to protect us from the sudden temperature drops in the market. The bots may be battling it out, but our ship remains steady! 🛳️ Have a wonderful, restful weekend! — Olena

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