Hedgewealth @Hedgewealth: "Dear copiers and followers, portfolio report..."

Czech Republic

Dear copiers and followers, portfolio report is here. If you have any questions, let me know $CHFHUF we are already +30% after 3 weeks + some carry. I expect it to go under 400. Danger is in politics, as HU is now in lead role in EU until end of the year and others do not like it much.....but fundaments are in favor of forint $GAMB (Gamblingcom Group Limited) $EH (EHang Holdings Ltd-ADR) recovering from sell-off slowly and steady. $B4B.DE (METRO AG) same playbook from start, i expect all stock buy offer to get full control $01211.HK (BYD Co Ltd) slow and steady rise. This is my favorite car maker stock for this year and i expect it over 300 soon. Customs from EU no big deal for BYD. $SU (Suncor Energy Inc.) no change. Good value, steady dividend income, just some moves regarding $OIL prices. Management is doing well in cutting costs and deliver profits. One of the best managed company in industry in my opinion. $SMCI (Super Micro Computer, Inc) $ASX (ASE Technology Holding -ADR) new addition and exposition to AI and $NVDA (NVIDIA Corporation) fever. ASE Technology holding is my tip for future growth as they are a bit under radar and with good valuation. Any questions, feel free to ask:) Cheers, HW

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