🚨 THE STRAIT OF HORMUZ IS COMPLETELY OPEN AND READY FOR BUSINESS AND FULL PASSAGE, BUT THE NAVAL BLOCKADE WILL REMAIN IN FULL FORCE AND EFFECT AS IT PERTAINS ONLY TO IRAN, UNTIL OUR TRANSACTION WITH IRAN IS 100% COMPLETE. THIS PROCESS SHOULD MOVE VERY QUICKLY, AS MOST OF THE POINTS ARE ALREADY NEGOTIATED.... Visa mer Översätt
📈The Nasdaq 100 has just posted 12 consecutive up sessions for the 7th time in 40 years. In the previous 6 cases, the index was higher 12 months later. No exceptions.
Since 1985, the Nasdaq 100 has only achieved a 12-day winning streak seven times. Yesterday (April 16, 2026) marked the seventh. The... Visa mer Översätt
💼The portfolio has recovered almost 15% from the March lows in a very short period of time. It has been a clear V-shaped recovery, just as I’ve been sharing over the past weeks, and for me it once again highlights something important: the best opportunities appear when the market prices in overly negative... Visa mer Översätt
📝 What we’ve seen in the market over the past two weeks is a lesson every investor should internalize.
At the portfolio level, we went from -14% 🔴 in 2026 to being almost back to green 🟢.
I said it multiple times: this was not the moment to panic. We’ve seen this before.
During the drawdown:
• I... Visa mer Översätt
💼 Congratulations to all copiers, and thank you.
Thank you to everyone who stayed through these more difficult and volatile months. To those of you who increased your positions, we are now seeing a strong recovery in April. 🎯
I mentioned this several times, made additional contributions myself, and... Visa mer Översätt
📝 Microsoft is reshaping Copilot, and this is important to understand. $MSFT (Microsoft)
Microsoft wants Copilot to become the operating system for work with AI. This is what’s known as AI agents (or multi-agent orchestration).
Copilot is evolving into a platform where multiple models coexist not... Visa mer Översätt
So, there you have it, the meeting went well, most points were agreed to, but the only point that really mattered, NUCLEAR, was not. Effective immediately, the United States Navy, the finest in the world, will begin the process of BLOCKADING any and all ships trying to enter, or leave, the Strait of... Visa mer Översätt
🚨 JD Vance:
“The bad news is that we have not reached an agreement. And I think that is much worse news for Iran than it is for the United States of America. So, once again, the United States has not reached an agreement. They have chosen not to accept our terms.”
$OIL$BTC$GOLD$NSDQ100$SPX500... Visa mer Översätt
We’re moving toward a world where no one wants to depend on a single provider at any layer.
And this applies across all three layers at the same time:
Multicloud
A few years ago, companies would choose one cloud (AWS, Azure, or Google) and put everything there. Now large enterprises distribute workloads... Visa mer Översätt
“The United States will work closely with Iran, which we have determined has undergone what will be a very productive regime change. There will be no uranium enrichment, and the United States, working with Iran, will excavate and remove all deeply buried nuclear material (B-2 bombers’ ‘dust’). It is... Visa mer Översätt
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Sat Apr 18 2026 10:26:21 GMT+0000 (Coordinated Universal Time)