Charis Hadjigeorgiou @Eknos1: "Core Holdings Check-In: •$GOOGL (Alphabet): Q2..."

Cyprus

Edited

Core Holdings Check-In: •$GOOGL (Alphabet): Q2 revenue $96.4B (+14% YoY). Google Cloud +32% YoY to $13.6B, a key growth driver. • $AMZN (Amazon.com Inc) (Amazon): Q2 net sales $167.7B (+13% YoY); AWS +17.5% YoY to $30.9B. Operating income $19.2B. • $NVDA (NVIDIA Corporation) (NVIDIA): Next earnings Aug 27, 2025 (after market) — a major AI read-through. • $META (Meta Platforms Inc) (Meta): Q2 revenue $47.5B (+22% YoY), EPS $7.14; strong ad momentum and AI investment pace. • $BTC (Bitcoin): Trading near record territory after topping $120K in July; momentum supported by risk-on flows and policy backdrop. • $XRP Kept as a small, long-term crypto allocation; monitoring liquidity and market structure. My Stance: •Staying long-term and conviction-based in future-focused names (AI + cloud + platforms). • Earnings are validating the thesis: ads resilient ($META), cloud accelerating ($GOOGL, $AMZN), AI infrastructure in focus ($NVDA). • No leverage or shorting; Risk Score 5. Watching Next: •$NVDA results (Aug 27) for AI demand signals. •Any macro prints that could shift risk appetite into late August.

5 Mentioned

AMZN

NVDA

META

BTC

XRP

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