Davide Semilia – eToro Popular Investor | Стратегия и результаты

Davide Semilia @DavideSemilia

Результаты
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2026

2025

2024

51.9%0%-51.9%

Доходность с начала года 4.76%

Доходность за 2 года 130.16%

Сред. оценка риска (последние 7 дн.)

Недели с прибылью 49.09%

Обсуждение

Davide Semilia

Италия

21 ч

Un P/E basso non significa che stai facendo un affare "Guarda che P/E basso, è regalata." Lo sento dire ogni settimana. Ed è uno dei ragionamenti più pericolosi che un investitore possa fare. Capisco perché suona convincente. Se un'azione quota 10 volte gli utili mentre il mercato sta... Показать подробности Перевод

Davide Semilia

Италия

1 д

Il profeta delle crisi vede inflazione a doppia cifra. Ha ragione? Albert Edwards di Société Générale ha passato trent'anni a prevedere catastrofi. Il problema è che ogni tanto ci prende. Ora il leggendario strategist uber-bear lancia l'allarme più estremo della sua carriera: inflazione a doppia... Показать подробности Перевод

Davide Semilia

Италия

2 д

Amazon Just Knocked on the $3 Trillion Door $3 trillion. Only two companies in history have touched that number. Amazon is about to become the third. The stock is up over 40% from its April lows, and this time the rally isn't about Prime memberships or next-day delivery. It's about AWS becoming... Показать подробности Перевод

Davide Semilia

Италия

2 д

Alibaba and Tencent Just Exposed the AI Revenue Gap Billions in, question marks out. Alibaba and Tencent both missed revenue estimates this week despite pouring massive capital into AI infrastructure. China's two largest tech companies essentially told the market the same thing at the same time:... Показать подробности Перевод

Davide Semilia

Италия

3 д

Morgan Stanley Just Bet the Farm on 8,300 There is something almost poetic about a Wall Street titan slapping an 8,300 price target on the S&P 500 while oil trades above $108 and bond yields scream danger. Morgan Stanley sees an earnings boom powerful enough to bulldoze every macro headwind in its... Показать подробности Перевод

Davide Semilia

Италия

4 д

The Free Lunch Most Investors Leave on the Table Imagine you plant two trees in your garden. One grows fast, the other slow. After a year the fast one takes all the sunlight and the slow one starts dying. A smart gardener would trim the big one and give the small one room to breathe. That is exactly... Показать подробности Перевод

Davide Semilia

Италия

4 д

3.8% CPI Just Killed Your Rate Cut Dreams Forget June. Forget September. Maybe forget 2026 entirely. This morning's CPI print came in at 3.8% year-over-year — the hottest inflation reading since 2023. And the culprits aren't abstract economic forces. They're gasoline and groceries. The... Показать подробности Перевод

Davide Semilia

Италия

4 д

When the Index Lies: How 5 Stocks Can Hide a Falling Market Last week the S&P 500 hit a new high. But here is what almost nobody noticed: the percentage of stocks trading above their 50-day moving average dropped to 58%. A month ago it was 74%. This is called a breadth divergence, and it is one... Показать подробности Перевод