David Diaco
David Diaco @davediaco

表現
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15.27%2026
2026
31.02%2025
2025
55.99%2024
2024
81.37%2023
2023
-49.74%2022
2022
13.30%2021
2021
69.36%2020
2020
26.54%2019
2019
-63.14%2018
2018
188.25%2017
2017
-18.03%2016
2016
6.80%2015
2015
-30.21%2014
2014
188.3%0%-188.3%
討論
David Diaco
David Diaco
義大利
1 天
🤯 𝗢𝗣𝗘𝗡𝗔𝗜 𝘀𝗽𝗲𝗻𝘁 $𝟯𝟰𝗕 𝗹𝗮𝘀𝘁 𝘆𝗲𝗮𝗿 ahead of a planned IPO. That’s not a typo — it’s a signal. Translation: scaling frontier models is 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲-𝗳𝗶𝗿𝘀𝘁, not software-easy. Training + inference + data + safety + talent = heavy burn. The question isn’t “can they... 顯示更多 翻譯
David Diaco
David Diaco
義大利
1 天
Morning everyone — here’s what actually matters today. Hook: $NVDA (NVIDIA Corporation) just reclaimed $𝟱𝗧 market cap after its best day in two weeks. At the same time, $TSLA (Tesla Motors, Inc.) slid overnight The moves: - $NVDA — Reclaims $𝟱𝗧 as DigiTimes says Nvidia is tightening its grip on... 顯示更多 翻譯
David Diaco
David Diaco
義大利
2 天
Morning everyone — quick read on what actually matters. Hook: Musk just floated SpaceX at $𝟭 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻 revenue by 2030 while chips catch a fresh bid and oil slides on Iran-deal headlines. Attention is snapping back to AI hardware and the Musk ecosystem. The moves - $NVDA (NVIDIA Corporation)... 顯示更多 翻譯
David Diaco
David Diaco
義大利
3 天
Micron Technology ($MU) makes memory and storage chips: DRAM, NAND, and high-bandwidth memory, or HBM. HBM is important because AI servers need huge amounts of fast memory to feed GPUs efficiently. That is why Micron is increasingly being viewed as part of the AI infrastructure chain, not just a traditional... 顯示更多 翻譯
David Diaco
David Diaco
義大利
3 天
Morning everyone — here are the moves that matter today. Hook: SpaceX ripped +𝟭𝟵% on debut and risk appetite bled straight into AI and crypto. $BTC reclaimed $𝟲𝟰,𝟬𝟬𝟬 with spot ETFs seeing their biggest inflow in 𝟰 𝘄𝗲𝗲𝗸𝘀. The moves: - $BTC back above $𝟲𝟰𝗸 on strong ETF demand tied to... 顯示更多 翻譯
David Diaco
David Diaco
義大利
4 天
I just posted a deep dive in $MU (Micron Technology, Inc.) on my new stock research site Check it out stockswith.me/research/MU This is how I get to better understand and review the stocks I own Any feedback is welcome 翻譯
不構成投資建議。作者可能在所提及的金融工具中具有財務利益。
Micron Technology (MU) stock analysis | Innovation Investments
stockswith.me
Independent stock analysis of Micron Technology covering its business, market, financials, valuation, strategy, competition, and technicals.
David Diaco
David Diaco
義大利
4 天
New project has started. Visit stockswith.me to see the beginnings 翻譯
不構成投資建議。作者可能在所提及的金融工具中具有財務利益。
David Diaco
David Diaco
義大利
5 天
Hi everyone — quick read on what actually matters. Hook: SpaceX just popped about +𝟯𝟬% on debut with headlines tossing around a $𝟮.𝟮𝟳𝟰𝗧 market cap — and $TSLA (Tesla Motors, Inc.) is red as attention shifts. The moves: - $TSLA: Sliding as investors crown SpaceX the “crown jewel.” I’m focused... 顯示更多 翻譯
David Diaco
David Diaco
義大利
5 天
Evening everyone — here are the moves that matter today. SpaceX just priced at $𝟭𝟯𝟱/𝘀𝗵𝗮𝗿𝗲 for a record ~$𝟳𝟱𝗕 IPO (with an $𝟭𝟭.𝟮𝟱𝗕 greenshoe). The ripple hits my book: $GOOG (Alphabet) looks like a stealth winner, $TSLA (Tesla Motors, Inc.) sits in the crosswinds, and $NVDA (NVIDIA Corporation)... 顯示更多 翻譯
David Diaco
David Diaco
義大利
6 天
Morning everyone — here’s what actually matters today. Hook: $ORCL (Oracle Corporation) just fell ~𝟴% post-earnings while planning to raise $𝟮𝟬𝗕 for AI buildout. Expectations were rich… but the AI capex flywheel is still spinning. Meanwhile, $NVDA (NVIDIA Corporation) is moving upstream on PCB materials... 顯示更多 翻譯

關於 David Diaco
義大利
策略: 增長策略

📈 PROVEN RESULTS: +178% over 5 years Consistently Outperform S&P 500 Long-term horizon
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