marco garattoni - etoro Popular Investor

marco garattoni @marcogarattoni

表現
0% 回報
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2026

2025

2024

2023

41.5%0%-41.5%

回報（最近一年） 20.1%

2年回報 89.18%

平均風險評分（平均 7 日）

盈利週數 55.56%

討論

marco garattoni

義大利

8 天

50% Down, $1.2T Erased: Trap or Once-in-a-Lifetime Buy? "Bulls are killed by excess stock supply... If you want a big position in $SPCX (Space Exploration Technologies Corp), stay patient and let the first wave of insider selling run its course." — Jim Cramer, CNBC For once, we are reading... 顯示更多翻譯

marco garattoni

義大利

20 天

What is Bitcoin actually worth? Unlike equities, bonds or real estate, there is no widely accepted framework to estimate a fundamental value for BTC. A stock can be valued via discounted cash flows or earnings multiples . A bond has contractual payments. A property generates rental income. Bitcoin has... 顯示更多翻譯

marco garattoni

義大利

21 天

Why do markets feel so much scarier today, even when volatility isn't historically extreme? There's a widespread idea that markets are permanently more volatile than they were in the past.The evidence says otherwise. When we look at traditional measures such as realized volatility and the VIX,... 顯示更多翻譯

The New Anatomy of Volatility: Retail Traders, Leverage and the Rise of Shock Markets

marcogarattoni.substack.com

Why Markets Feel More Violent Than Ever Even When Volatility Isn't

marco garattoni

義大利

22 天

🚨Google up 3%+ today and that may be the most important price move in tech this week. $GOOGL (Alphabet Inc Class A) reports Q2 earnings on July 22, and this release could become the next major test for the entire AI trade and, by extension, the semiconductor sector. Over the last few weeks, analysts... 顯示更多翻譯

marco garattoni

義大利

26 天

Yes. Now $SPCX (Space Exploration Technologies Corp) is getting my attention. After reaching a post-listing high of $229, the stock has fallen below $135, a drawdown of approximately 41% from its all-time high. At current levels, it is also trading below both the IPO price and the initial post-IPO trading... 顯示更多翻譯

marco garattoni

義大利

26 天

Yesterday I went out for a walk in the late afternoon and this beauty appeared in the sky. Wind suddenly picking up and everyone wondering whether it was time to run for cover. This is also the perfect picture for recent market behaviour. Yesterday we saw significant intraday volatility, particularly... 顯示更多翻譯

marco garattoni

義大利

Karp vs. the AI Business Model Alex Karp (Palantir CEO) took a shot at OpenAI and Anthropic in a recent CNBC interview, boiled down to one blunt question: "If I can make you a billion dollars, why am I selling you tokens?" Karp's point: the big AI labs sell consumption (tokens, API... 顯示更多翻譯

marco garattoni

義大利

2025 was not a good year to be invested in crypto. $BTC hit an all-time high of $126,198 on October 6th (+34% year-to-date), then reversed hard and closed the year negative, down roughly 6%. $ETH followed the same script: a summer all-time high near $4,900, then a slide that wiped out most of the... 顯示更多翻譯

marco garattoni

義大利

Dal 1° luglio il TFR "non scelto" cambia padrone. E i numeri COVIP spiegano perché conviene capirlo anche a chi lavora già da anni. ⚡ COSA CAMBIA DAL 1° LUGLIO La Legge di Bilancio 2026 inverte il default: i neoassunti del settore privato vengono iscritti automaticamente al fondo pensione... 顯示更多翻譯

marco garattoni

義大利

Today is the last day of the month, which means it’s time for our portfolio rebalance. I’ve just run the model and the July allocation is officially set! I will write a dedicated update detailing all the changes in the next few days. But now I want to address a few questions I’ve received recently about... 顯示更多翻譯