Robert Cerny
Robert Cerny @Robert_Cerny

表现
全部

4.37%2026
2026
25.79%2025
2025
-2.02%2024
2024
20.44%2023
2023
-16.82%2022
2022
25.8%0%-25.8%
讨论
Robert Cerny
捷克共和国
3 小时
📜 Morning Recap 📜 🧠 Meta strengthens its own AI infrastructure  Meta has introduced four new AI chips, further increasing the pressure on dominant players – especially Nvidia and AMD. For investors, this means a continuing trend of vertical integration: large technology companies are trying to... 显示更多 翻译
Robert Cerny
捷克共和国
1 天
📜 Morning Recap📜 🟦 Amazon tests bond market depth Amazon plans to raise nearly $50 billion through a record bond sale. For investors, this signals two things: management’s strong confidence in long-term growth and the company’s ability to take advantage of favorable conditions in the corporate debt... 显示更多 翻译
Robert Cerny
捷克共和国
2 天
📜 Morning Recap📜 🧠 Anthropic vs. Pentagon, Nvidia and Broadcom  AI sector shows that growth also brings tension. Anthropic files a lawsuit against the Pentagon over data access, raising questions of regulation and transparency. Nvidia, meanwhile, is limiting supplies of select chips to better manage... 显示更多 翻译
Robert Cerny
捷克共和国
3 天
📜 Morning Recap📜 📉 Wall Street had its worst week since October US stock markets ended the week significantly in the red. The main factor was the growing geopolitical pressure in the Middle East, which increased volatility across sectors. Investors are moving to more defensive assets and increasing... 显示更多 翻译
Robert Cerny
捷克共和国
4 天
👀 13,900 followers - Thank you! 👥️ 9 copywriters - Thank you! I appreciate everyone who follows, copies and supports me on my investment journey. Your trust is a commitment and motivation for me. 📈 My portfolio is doing great: - YTD growth: +3.27% - Beating SWDA.L +0.52% - Beating S&P 500... 显示更多 翻译
Robert Cerny
捷克共和国
5 天
🔥 POLL: Bitcoin under the microscope: revolution, illusion, or just a mirror of the world? Bitcoin is not just an asset. It is a test: who believes in the future, who in chaos, and who just follows where the crowd leans. Bitcoin is… 1️⃣ The greatest financial revolution of our time 2️⃣ The greatest... 显示更多 翻译
1️⃣
100.00%
2️⃣
100.00%
3️⃣
100.00%
4️⃣
100.00%
38 投票
Robert Cerny
捷克共和国
5 天
🧠 INVESTMENT STRATEGY 🧠 “Investing is not a sprint, but a marathon. Wealth is built through patience, discipline and an emphasis on quality.” 🔍 About me: I am a long-term investor focused on high-quality companies with a dominant market position and a strong competitive advantage. I believe in... 显示更多 翻译
Robert Cerny
捷克共和国
6 天
📜 Morning Recap📜 🧭 Global regulation of AI chips is tightening The US administration is preparing a new rule that would require US permission for global deliveries of AI chips from companies such as Nvidia and AMD. The goal is to strengthen control over strategic technologies and limit their spread... 显示更多 翻译
Robert Cerny
捷克共和国
7 天
📜 Morning Recap📜 🧠 Nvidia and the pressure on capital investments Jensen Huang warns that Nvidia may not be able to invest the planned $100 billion in infrastructure if OpenAI does indeed launch its new model later this year. For investors, this raises the question of whether the pace of growth... 显示更多 翻译
Robert Cerny
捷克共和国
8 天
📜 Morning Recap📜 📉 Markets under pressure from geopolitics US stocks weaken as Dow Jones falls by about 400 points. Investors react to growing concerns about a possible conflict with Iran. The VIX volatility index rises sharply, indicating increased demand for hedging and higher uncertainty in... 显示更多 翻译

关于 Robert Cerny
捷克共和国
策略: 价值策略

Hi, my name is Robert, I consider myself a value investor, I like to analyze companies.
显示完整个人简介 翻译
9 跟单者
14.3K 粉丝

热门交易

类似交易者