Olena Levchun @OlenaL: "Dear Copiers & Followers, January had..."

Switzerland

Dear Copiers & Followers, January had a calm but positive and constructive start... until today! The $MSFT (Microsoft) stock falling after earnings were released has ripple effect on our portfolio. We will likely close the month slightly negative. Let’s dive into the stories shaping this first chapter of 2026 👇 🚧 𝙎𝙞𝙡𝙞𝙘𝙤𝙣 𝘿𝙧𝙚𝙖𝙢𝙨 𝙫𝙨. 𝙍𝙚𝙖𝙡𝙞𝙩𝙮 𝘾𝙝𝙚𝙘𝙠 🧱 $INTC (Intel) is proving that technical progress doesn’t always translate into instant profits. While revenues ticked up, Intel remains deep in the red as massive investments weigh on results. The good news? Management says the long-awaited 18A manufacturing node is finally ready, marking a key milestone in its turnaround plan. The PC business is showing fresh life thanks to the “AI PC” cycle, but data centers remain a tough battlefield dominated by competitors. A company rebuilding its foundation: patiently, and expensively. 🧠 𝘾𝙝𝙞𝙥𝙨, 𝘼𝙢𝙗𝙞𝙩𝙞𝙤𝙣 & 𝙖 𝙋𝙤𝙨𝙨𝙞𝙗𝙡𝙚 𝙎𝙥𝙞𝙣-𝙊𝙛𝙛 🚀 $BABA (Alibaba-ADR) is reportedly exploring an IPO for its semiconductor arm, T-Head. The move would unlock value and signal just how serious Alibaba is about owning its AI and chip future. Still early days, with valuation and timing unclear, but the market clearly liked the idea. In a world where compute power is king, this could become one of Alibaba’s most strategic plays yet. 🎬 𝙎𝙩𝙧𝙚𝙖𝙢𝙞𝙣𝙜 𝙂𝙚𝙩𝙨 𝘽𝙞𝙜𝙜𝙚𝙧… 𝙖𝙣𝙙 𝙇𝙤𝙪𝙙𝙚𝙧 🎭 $NFLX (Netflix, Inc.) keeps raising the bar. Strong revenue growth, expanding margins, booming ad sales, and now eyes firmly set on integrating Warner Bros. content. Subscriber numbers crossed new records, live sports proved sticky, and free cash flow keeps piling up. Management’s message is clear: even at this scale, Netflix believes it’s just getting started. Wishing you all a focused, profitable and exciting year ahead, Olena

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