Michal Hámor
Michal Hámor @Michal454

Performanță
Toate

2.76%2026
2026
23.68%2025
2025
46.83%2024
2024
15.83%2023
2023
2.70%2022
2022
46.8%0%-46.8%
Discuții
Michal Hámor
Slovacia
12h
ASML v. Taiwan Semiconductor If you could only own one of these businesses for the next decade, which would it be? $ASML (ASML Holding NV) $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) Traducere
ASML
100.00%
TSM
100.00%
120 Voturi
Michal Hámor
Slovacia
1z
Magnificent 7, AI and the Market: the full story without illusions At first glance, the picture is clear: Magnificent 7 are trading at a forward P/E of ~30.6× The rest of the S&P 500 at roughly 20.7× The gap is significant. Which naturally raises the question: 👉 Aren’t the Magnificent 7 already... Arată alte Traducere
Michal Hámor
Slovacia
6z
My Investment Strategy for 2026 How I think, where I see potential, and why I’m confident I have been investing for 11 years, and for the past 2 years I have been active on eToro as a Popular Investor. I’ve experienced different market phases – strong bull markets, sharp drawdowns, and periods of high... Arată alte Traducere
Michal Hámor
Slovacia
22z
$GOOGL (Alphabet Inc Class A) generates the most profit dollars out of all the companies in the U.S. 🇺🇸 Yet, the stock was trading at less than 20x Forward PE just a few months ago. Today, $META (Meta Platforms Inc) has almost 40% profit margins and trades at 21x Forward PE. Where are your bets... Arată alte Traducere
Michal Hámor
Slovacia
23z
📊 Short survey among investors Over the past ~5 years, assets have delivered the following returns: Bitcoin $BTC +390% Silver $SILVER +166% Gold $GOLD +134% S&P $VOO (Vanguard S&P 500 ETF) 500 +88% The past is already known. Now I’m interested in your view on the future 👇 Which asset do... Arată alte Traducere
Bitcoin
100.00%
Silver
100.00%
Gold
100.00%
S&P500
100.00%
286 Voturi
Michal Hámor
Slovacia
26z
📊 Is a Bitcoin Santa Rally coming? 🎅₿ $BTC , $IBIT (iShares Bitcoin Trust) , $ETH , $SOL , $BNB Traducere
Yes – strong Santa rally
100.00%
Maybe – mild upside
100.00%
No – market already overbought
100.00%
395 Voturi
Michal Hámor
Slovacia
27z
ServiceNow a Armis: strategická akvizícia, ktorá dáva zmysel – otázka je len cena Akvizícia Armis spoločnosťou ServiceNow ($NOW (ServiceNow Inc)) sa na prvý pohľad môže javiť ako ďalší krok v oblasti kyberbezpečnosti. V skutočnosti však ide o oveľa hlbší strategický posun. Cieľom ServiceNow je stať... Arată alte Traducere
Michal Hámor
Slovacia
27z
📉 Voľný cash flow hyperscalerov výrazne klesá V posledných kvartáloch vidíme jasný trend: masívne investície do AI infraštruktúry tlačia voľný cash flow nadol. Ešte približne pred 2 rokmi bol trailing 4Q free cash flow hyperscalerov okolo ~250 mld. USD, dnes sme bližšie k ~200 mld. USD. $MSFT (Microsoft)... Arată alte Traducere
Michal Hámor
Slovacia
28z
Santa rally sľuboval let k výšinám, no sane dnes kĺžu rovno k support línam. 🎅📉 $BTC $IBIT (iShares Bitcoin Trust) $ARKB (ARK 21Shares Bitcoin ETF) Traducere
Michal Hámor
Slovacia
30z
📉 Krátky update k dianiu na trhoch (prečo prišiel piatkový pokles) Dostal som veľa otázok, čo sa v piatok „pokazilo“. Tak sa poďme pozrieť na to čo sa stalo: --- 🔻 Technológie pod tlakom S&P 500 −1,1 % Nasdaq −1,7 % Dow Jones −0,5 % (−245 bodov) Pokles ťahali najmä veľké technologické mená. --- 🧠... Arată alte Traducere

Despre Michal Hámor
Slovacia
Strategia: Strategie multiplă

Multi-strategy approach that outperforms the S&P 500 by leveraging market cycles.
Afișează biografia completă Traducere
305 Copiatori
5.1K Urmaritori

Cele mai tranzacționate

Traderi similari