Johann-Nepomuk Ernst Josef Hoffer von Ankershoffen @JvAnkershoffen: "☕ 𝐌𝐎𝐑𝐍𝐈𝐍𝐆 𝗨𝗣𝗗𝗔𝗧𝗘 🇩🇪 𝐓𝐨𝐩 5️⃣ 😎..."

Johann-Nepomuk Ernst Josef Hoffer von Ankershoffen

Germany

☕ 𝐌𝐎𝐑𝐍𝐈𝐍𝐆 𝗨𝗣𝗗𝗔𝗧𝗘 🇩🇪 𝐓𝐨𝐩 5️⃣ 😎 9️⃣8️⃣1️⃣ 𝗰𝗼𝗽𝗶𝗲𝗿𝘀 📊 𝟮𝟬𝟮𝟯: +54.77% 📊 𝟮𝟬𝟮𝟰: +79.49% 📊 𝟮𝟬𝟮𝟱: +15.93% 📊 𝟐𝟎𝟐𝟔: -05.87% 🌅 𝐆𝐨𝐨𝐝 𝐦𝐨𝐫𝐧𝐢𝐧𝐠 𝐞𝐯𝐞𝐫𝐲𝐨𝐧𝐞! Our portfolio gained another 𝐨𝐯𝐞𝐫 +𝟐.𝟓% 𝐲𝐞𝐬𝐭𝐞𝐫𝐝𝐚𝐲, continuing the positive momentum we have seen in August. Step by step, we are moving in the right direction and the portfolio is well on its way to recovering from the weaker previous months. 📈 Yesterday’s no surprises in the inflation data . Headline inflation eased slightly to 𝐨𝐯𝐞𝐫 𝟑.𝟒% year-on-year, while core inflation came in at 𝐨𝐯𝐞𝐫 𝟐.𝟓%. The important point for markets: the numbers were not worse than expected, reducing concerns about another near-term Fed rate hike. 🚀 𝐀𝐈 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐰𝐢𝐭𝐡 𝐚 𝐇𝐮𝐠𝐞 𝐃𝐚𝐲 AI stocks provided a major boost to our core sector yesterday, led by $NBIS (Nebius Group NV) . The numbers were strong: Q2 revenue jumped to 𝐨𝐯𝐞𝐫 $𝟓𝟖𝟐.𝟑 𝐦𝐢𝐥𝐥𝐢𝐨𝐧, with AI cloud revenue rising nearly sixfold. Even more important to me: Nebius signed 𝐟𝐨𝐮𝐫 𝐦𝐚𝐣𝐨𝐫 𝐀𝐈 𝐜𝐥𝐨𝐮𝐝 𝐜𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐬 averaging more than $1 billion each. That gives a pretty good idea of how strong demand for AI computing capacity remains. 🧬 𝐌𝐨𝐯𝐞𝐦𝐞𝐧𝐭 𝐢𝐧 𝐭𝐡𝐞 𝐒𝐚𝐭𝐞𝐥𝐥𝐢𝐭𝐞 𝐒𝐞𝐜𝐭𝐨𝐫 At $BAYN.DE (Bayer AG) we took some profits after the recent strong performance and slightly reduced our position. With the money we have opened an initial small position in $SPCX (Space Exploration Technologies Corp) following the significant pullback since the IPO. From a technical perspective, we are seeing an interesting stabilization after the sell-off and the first wave of lock-up pressure. Fundamentally, Starlink is what convinces me most: the connectivity business is already highly profitable and continues to grow strongly. At the same time, valuation, heavy investment requirements, and further lock-up expirations remain clear risks. 𝗧𝗵𝗮𝘁 𝗶𝘀 𝘄𝗵𝘆 𝘄𝗲 𝗮𝗿𝗲 𝗱𝗲𝗹𝗶𝗯𝗲𝗿𝗮𝘁𝗲𝗹𝘆 𝘀𝘁𝗮𝗿𝘁𝗶𝗻𝗴 𝘀𝗺𝗮𝗹𝗹 – 𝗳𝗼𝗿 𝗺𝗲, 𝘁𝗵𝗲 𝗰𝘂𝗿𝗿𝗲𝗻𝘁 𝗿𝗶𝘀𝗸-𝗿𝗲𝘄𝗮𝗿𝗱 𝗽𝗿𝗼𝗳𝗶𝗹𝗲 𝗶𝘀 𝗮𝘁𝘁𝗿𝗮𝗰𝘁𝗶𝘃𝗲 𝗳𝗼𝗿 𝗼𝘂𝗿 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝘀𝗲𝗰𝘁𝗼𝗿. That’s it from me this morning. Wishing you all a successful trading day! 📈 all the best JvA

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