𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟲 𝗨𝗽𝗱𝗮𝘁𝗲 📊
July was another challenging month for our portfolio, driven by a sharp rotation away from AI-related and high-growth technology stocks. After a strong AI rally over the past years, investors became more cautious, taking profits and reassessing valuations across the... Visa mer Översätt
𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟲 𝗨𝗽𝗱𝗮𝘁𝗲 📊
June was a challenging month for our portfolio, ending slightly negative. The broader macro environment remained difficult, putting pressure on many growth and technology stocks.
1️⃣ 𝗠𝗮𝗰𝗿𝗼 𝗵𝗲𝗮𝗱𝘄𝗶𝗻𝗱𝘀 🌍
Market sentiment stayed cautious, and several of... Visa mer Översätt
𝗧𝗲𝘀𝗹𝗮 (𝗧𝗦𝗟𝗔) — 𝗪𝗵𝘆 𝘄𝗲 𝗼𝘄𝗻 𝗶𝘁 🚀
Tesla is not just an automotive company. We see it as a technology + manufacturing + AI platform with multiple long-term growth drivers.
1️⃣ 𝗘𝗩 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 🚗⚡
EV adoption is still in an early phase globally. Tesla benefits from scale, brand... Visa mer Översätt
𝗠𝗮𝘆 𝟮𝟬𝟮𝟲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲 📈⚡
May was marked by a very strong rally, driven by improving risk sentiment, momentum in growth stocks, and continued easing of geopolitical fears. Markets moved aggressively higher and many indices reached new short-term highs.
Today we saw a sharp pullback,... Visa mer Översätt
𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗖𝗲𝗮𝘀𝗲𝗳𝗶𝗿𝗲 𝗥𝗲𝗹𝗶𝗲𝗳 📈🕊️
Markets reacted strongly after the announcement of a two-week ceasefire between the U.S. and Iran. Risk sentiment improved quickly, and global equities moved higher, supported by easing geopolitical tension and a pullback in oil prices.
1️⃣... Visa mer Översätt
𝗠𝗮𝗿𝗰𝗵 𝟮𝟬𝟮𝟲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 📈
March was a challenging month for markets. Geopolitical tensions following the U.S. attack on Iran created significant uncertainty, and rising oil prices added extra pressure. Short-term volatility was high, and many sectors experienced sharp swings.
Despite... Visa mer Översätt
𝗕𝗮𝗶𝗱𝘂 (𝗕𝗜𝗗𝗨) — 𝗪𝗵𝘆 𝘄𝗲 𝗶𝗻𝘃𝗲𝘀𝘁 𝗮𝗻𝗱 𝘄𝗵𝘆 𝘄𝗲 𝘀𝗲𝗲 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 🤖📈
Baidu is often called “the Google of China”, but we see it as much more than that. Baidu is a core AI and technology platform with exposure to several strategic growth areas in China.
1️⃣... Visa mer Översätt
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Tue Aug 11 2026 10:22:51 GMT+0000 (Coordinated Universal Time)