@amworld_inves Invest like Ale | eToro Popular Investor AMWorld
Invest like Ale | eToro Popular Investor AMWorld posts on X about etoro, ai, $amd, strong the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
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- [--] Year [----------] +8,809%
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- [--] Month [--] +29%
- [--] Months [---] +348%
- [--] Year [---] +1,429%
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- [--] Week [--] +8%
- [--] Month [--] +17%
- [--] Months [--] +37%
- [--] Year [--] +161%
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Social Influence
Social category influence finance 100% exchanges #4109 stocks 46% technology brands 35% cryptocurrencies 7% travel destinations 2% countries 1% social networks 1% luxury brands 1% automotive brands 1%
Social topic influence etoro #28, ai 22%, $amd 17%, strong 10%, $amzn 8%, business 7%, $meta 7%, meta 7%, $adbe #47, cash flow 7%
Top accounts mentioned or mentioned by @etoro @nottsinvest @grok @joecarlsonshow @charliebilello @qualityinvest5 @jonnagap @thexcapitalist @fiscalai @oguzerkan
Top assets mentioned Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) Metadium (META) Adobe, Inc. (ADBE) Netflix Inc (NFLX) Alphabet Inc Class A (GOOGL) PayPal Holdings Inc (PYPL) NVIDIA Corp. (NVDA) Duolingo, Inc. (DUOL) Salesforce Inc (CRM) Intuit Inc. (INTU) SPDR S&P [---] ETF Trust (SPY) Microsoft Corp. (MSFT) S&P Global Inc (SPGI) Bitcoin (BTC) Warner Bros Discovery, Inc. (WBD) aelf (ELF) Now Coin (NOW) SPX6900 (SPX) Strategy (MSTR)
Top Social Posts
Top posts by engagements in the last [--] hours
"$PYPL EARNINGS. ANSWER IN THE GRAPH"
X Link 2026-02-03T08:49Z [--] followers, [----] engagements
"@NottsInvest Great argument. It does not even need to grow to deliver a good return to the shareholder. It is just accounting execution with buybacks and maintaining growth around 4-7%. But yeah if you say so. dead money. Time will tell"
X Link 2026-02-03T22:28Z [--] followers, [--] engagements
"AI Might Be the Biggest Breakthrough And the Worst Business at the Same Time. Just because something is necessary doesnt mean its profitable. Thats the uncomfortable idea many investors dont want to hear. AI may not be a gold rush. It may be an arms race. $NVDA $AMD"
X Link 2026-02-09T06:48Z [--] followers, [--] engagements
"Heres the problem: If you dont invest in AI you fall behind If everyone invests in AI the advantage disappears Costs rise Infrastructure explodes Competition intensifies And margins come under pressure. This is why the market is starting to change how reacts"
X Link 2026-02-09T06:48Z [--] followers, [--] engagements
"Its no longer enough to say were investing in AI. The market is now separating: Spending + promises vs Spending + visible returns in real metrics Thats a big shift. Because AI is moving companies from capex-light to capex-heavy models. $GOOG $META $AMZN"
X Link 2026-02-09T06:48Z [--] followers, [--] engagements
"And that changes valuation risk and expectations. How I translate this into investing Im not interested in who talks the loudest about AI. Im interested in Who can show real return on capital Who can protect margins Who turns AI into productivity not just spending"
X Link 2026-02-09T06:48Z [--] followers, [--] engagements
"Question how do you think AI plays out for Big Tech margins $NVDA $AMD $GOOG $META $AMZN 📈 Expands margins 📉 Compresses margins 1st 🚀Doesnt matter AI wins ⚖ Neutral cost vs prof 📈 Expands margins 📉 Compresses margins 1st 🚀Doesnt matter AI wins ⚖ Neutral cost vs prof"
X Link 2026-02-09T06:48Z [--] followers, [--] engagements
". Narratives fade. Returns compound. . This is how I think about return vs narrative inside a real portfolio. If thats how you think too you can follow or copy my portfolio on eToro 👇 $NVDA $AMD $GOOG $META $AMZN https://etoro.tw/4nvbCtU https://etoro.tw/4nvbCtU"
X Link 2026-02-09T06:48Z [--] followers, [--] engagements
": 📉📉📉 $GOOGL $SPY $AMD 📊 Headline numbers 🧭 Guidance and outlook 🎰 I trade the volatility 📉 Price reaction only 📊 Headline numbers 🧭 Guidance and outlook 🎰 I trade the volatility 📉 Price reaction only"
X Link 2026-02-10T06:21Z [--] followers, [--] engagements
"- - : 🤖🤖🤖🤖 $amd $msft $crm 🧮 Valuation FIRST 🛡 Durability over ALL 🤖 Nothing is safe (AI) ⚖ Balance both carefully 🧮 Valuation FIRST 🛡 Durability over ALL 🤖 Nothing is safe (AI) ⚖ Balance both carefully"
X Link 2026-02-11T04:47Z [--] followers, [--] engagements
"$ADBE $INTU $META Waiting for clarity 🔄 Rotating aggressively 🎯 Selling first asking 🧮 Checking fundamentals Waiting for clarity 🔄 Rotating aggressively 🎯 Selling first asking 🧮 Checking fundamentals"
X Link 2026-02-12T07:34Z [--] followers, [--] engagements
": $ADBE $NOW $CRM $INTU $SPGI 🧾 Business fundamentals 📰 Headlines & narrative 🎭 Whatever 📉 Price action only 🧾 Business fundamentals 📰 Headlines & narrative 🎭 Whatever 📉 Price action only"
X Link 2026-02-15T08:14Z [--] followers, [--] engagements
"() I fully exited Teleperformance last week. This decision is not about price. Its not about short-term volatility. And its not about execution quality. Its about . After reviewing the business through our duration framework TEP no longer meets the standards required to remain in the portfolio. . Teleperformance operates a labor-heavy outsourcing model. That model worked in a pre-AI world. In an AI-accelerating environment the economics change: AI compresses pricing power rather than expanding it Productivity gains accrue to clients not intermediaries Core services face direct"
X Link 2026-02-11T04:43Z [--] followers, [---] engagements
"@joecarlsonshow It depends if you think that AI will reduce seats compress margins. then the multiple could change even more. Optimistic that $ADBE can prove itself with numbers next years. 9% of my portfolio"
X Link 2026-02-16T07:00Z [--] followers, [---] engagements
"Copy Now: Quality at a Discount A few weeks ago our portfolio was up +39% YTD. After a brief pullback its now around +32% giving investors a fresh opportunity to enter at better prices. Our fundamentals remain far stronger than the market: higher revenue growth margins and returns on capital with significantly less debt. Im not standing still weve rotated from overvalued positions into new high-quality companies trading below fair value further strengthening long-term potential. Even after this years gains theres still +2530% upside for [----] and an expected 1525% annual compounded return over"
X Link 2025-11-08T03:50Z [--] followers, [--] engagements
"' The chart's steep climb in quarterly capital expenditures (CapEx) for Microsoft $MSFT Amazon $AMZN Alphabet $GOOG $GOOGL and Meta $META signals an unprecedented AI infrastructure arms race that shows no sign of slowing down through [----]. This massive investment primarily focused on building hyperscale data centers and acquiring specialized AI chips (like GPUs) is a high-conviction bet on future growth positioning these firms to dominate the next era of computing. While this aggressive spending pressures near-term Free Cash Flow we may view it as a leading indicator of long-term revenue"
X Link 2025-11-10T06:22Z [--] followers, [---] engagements
"📈 Monthly Market Review: October [----] October was a month of records tech dominance and shifting policy The S&P [---] rose 2.3% ($SPX) hitting multiple record highs as an unexpected Fed rate cut fueled optimism and AI enthusiasm remained strong. 🌟 October's Key Highlights Tech Takes the Lead: The Technology sector soared gaining +6.6% for the month leading US indices. The NASDAQ jumped 4.7% ($NDX). Policy Shift: The Fed cut rates to 3.754% and ended quantitative tightening signaling a focus on softer inflation. Global government bonds performed well as yields fell. Global Gains: Developed and"
X Link 2025-11-10T06:24Z [--] followers, [--] engagements
"/ $$$. & (Final Part (6/6) of my 6-Step Framework: The mindset that sustains success after youve mastered the system.) - Follow me to get each post Achieving big wins in the stock market isnt luck its process discipline and patience. You can make life-changing returns in a year but only if you take investing seriously and follow a structured repeatable system. Most investors chase headlines hype or the next hot stock. They treat investing like gambling reacting to fear and greed. Thats why they miss opportunities lose capital and burn out. Real success comes from building systems mastering"
X Link 2025-11-11T07:24Z [--] followers, [--] engagements
"the exact methodology I use for my personal portfolio and my eToro portfolio where clients and copiers replicate it every day. . : I only buy companies with a durable moat market leaders with strong cash flows predictable earnings and resilient business models. No hype. No weak businesses. . & : I never chase prices. I invest when the company is undervalued relative to its intrinsic worth. This gives me a margin of safety and strong upside potential. . - : I follow a checklist system covering fundamentals (cash flow debt growth leadership crisis performance) MOAT and technicals (long-term"
X Link 2025-11-11T07:24Z [--] followers, [--] engagements
"This methodology has allowed me to grow my portfolio consistently while managing risk my personal strategy in eToro is public and free to copy. Clients following this approach replicate the same disciplined process without speculation or shortcuts. Stop gambling with hype and start following a repeatable proven system. : If this full series helped you think differently make sure to follow this is just the start. http://etoro.tw/4nvbCtU http://etoro.tw/4nvbCtU"
X Link 2025-11-11T07:24Z [--] followers, [--] engagements
"👉 ' '' "
X Link 2025-11-11T10:02Z [--] followers, [--] engagements
"🔥 ( - ): Markets will be focused on key data releases that were delayed: the Consumer Price Index (CPI) and Producer Price Index (PPI) alongside Weekly Unemployment Claims and Retail Sales. The U.S. stock market remains open for the Veterans Day holiday. What sector do you think will lead the recovery next week Let me know in the comments"
X Link 2025-11-11T10:02Z [--] followers, [--] engagements
"$AMD Analyst Day: The Turning Point Everyone Was Waiting For When $AMD was still a joke called Advanced Money Destroyer we were buying. Most people laughed. They saw a company stuck behind bigger names. We saw the chance to own the future of computing. We started building the position early when it was unloved and cheap. It began as 12% of our portfolio. Now its 17%. Those early buys are up more than 120%. Yesterday AMDs Analyst Day confirmed exactly why we took that risk when others ran away"
X Link 2025-11-12T06:09Z [--] followers, [--] engagements
"The New $AMD Vision Dr. Lisa Su and her team shared numbers that most didnt believe possible. Revenue expected to grow more than 35% a year for the next few years. AI data center business growing over 80% a year aiming for a one trillion dollar market by [----]. Margins cash flow and scale all improving fast. Fifteen analysts upgraded AMD in just ten days with an average target price near $284 about 20% higher than today. The same people who ignored the company at $80 now call it a must-own stock"
X Link 2025-11-12T06:09Z [--] followers, [--] engagements
"What Everyone Missed The most important clues were not in the headlines but in the details. $AMD said its MI350 chips will keep growing into early [----]. Then the new MI450 chips will take off later that same year. That means growth comes in two strong waves not one. Its a company moving from catching up to leading in AI working closely with OpenAI and other major partners"
X Link 2025-11-12T06:09Z [--] followers, [--] engagements
"The Real Story $AMD is on track to earn more than $20 per share in the coming years. Its profits are expanding quickly and free cash flow is rising above 25%. Its turning into a real cash generator that can reinvest buy back shares or strengthen its balance sheet. We believed in that story when few did. Now the world is starting to see the same future we saw"
X Link 2025-11-12T06:09Z [--] followers, [--] engagements
"@QualityInvest5 @jonnagap I own Adobe $ADBE you can verify it here and still believe that it is too much too hold it as your biggest 1st conviction weight in a portfolio with more than 10%. Risk is low but still we could face a value trap. https://www.etoro.com/news-and-analysis/in-depth-analysis/is-adobe-a-value-trap/ https://etoro.tw/4nvbCtU https://www.etoro.com/news-and-analysis/in-depth-analysis/is-adobe-a-value-trap/ https://etoro.tw/4nvbCtU"
X Link 2025-11-15T01:27Z [--] followers, [--] engagements
"Markets Fell 3% But The Real Risk Isnt in the SP500. The past few sessions have unsettled many investors. A 3% pull-back in the S&P [---] (SP500) $SPY doesnt change the long-term trend but the mix behind the move matters: missing US macro data narrow GDP drivers stretched valuations in AI-only names and layoffs being rewarded as if they were growth signals. My view is different from the usual buy the dip chorus. When the market climbs on cost-cuts instead of rising demand that tells you the cycle is fragile. At the same time many speculative names from Tesla $TSLA to Palantir $PLTR to"
X Link 2025-11-17T05:39Z [--] followers, [--] engagements
"Well and probably right. as an Architect with a few years of expierence I was still suffering the consequences of that in [----] in Madrid. Spain Italy and Greece did not got out of that until [----]. The IBEX [--] has not recovered until this year [----] we are at same levels than 2007"
X Link 2025-11-17T05:54Z [--] followers, [--] engagements
"I am preparing a THESIS about $DUOL . Follow to get it when ready. Duolingo has emerged as a compelling anomaly: a consumer mobile application that has achieved global reach high-frequency engagement multi-year retention patterns rapid product iteration and accelerating financial performance despite offering content widely available elsewhere at zero marginal cost. The platforms evolution raises a fundamental research question: -"
X Link 2025-11-17T06:07Z [--] followers, [--] engagements
"$DUOL Duolingo is not merely a technology company nor simply an education provider. It is a hybrid entity whose value creation emerges from the interplay of process power behavioural mechanics AI-driven content generation platform economics and continuous interface testing"
X Link 2025-11-17T06:08Z [--] followers, [---] engagements
"Education is traditionally labour-intensive slow to iterate and dependent on synchronous in-person instructors. $DUOL Duolingo challenges this paradigm by: - generating tens of billions of user-labelled learning events weekly - running hundreds of controlled experiments per quarter - integrating AI content creation and reasoning capabilities - deploying new educational verticals through a unified interface maintaining daily engagement levels uncommon even in entertainment applications I am preparing a THESIS about $DUOL . Follow to get it when ready"
X Link 2025-11-17T06:10Z [--] followers, [--] engagements
"📌 Market Update: A Moment to Breathe Not a Moment to Break Markets have shown weakness in the past weeks. The Nasdaq is down around 6% from the highs and several popular names have dropped far more. Its the kind of environment that creates noise fear and short-term reactions especially for newer investors. But the important part is this: this setup is nothing like [----]. Volatility is real yes. But the conditions that created the 30% Nasdaq collapse in [----] arent present today. Let me break it down in a way thats clear and useful for long-term investors"
X Link 2025-11-19T05:58Z [--] followers, [--] engagements
"2. Why This Is Not [----] (The fundamentals look different) Revenue growth is accelerating not collapsing. Companies like $META $AMZN $GOOG $MSFT and $AMD are strengthening not weakening. In [----] big tech saw revenue growth fall sharply. Thats not the case now. The Fed is no longer a headwind. Rate cuts are possible. Policy is shifting from pressure to support. Fiscal measures turn positive in [----]. Government spending will support earnings and demand. AI is producing real revenue. AI isnt a story anymore its an income engine across cloud chips infra advertising and software. These drivers"
X Link 2025-11-19T05:58Z [--] followers, [--] engagements
"📌 Market Pullback = Opportunity One of the Best Moments to Copy Nvidias latest results made this even clearer. You can start a copy or add a small amount now while the opportunity is on our side. Uncertainty has returned. Volatility is higher sentiment is weak and headlines are full of fear. It feels uncomfortable but these are often the moments when long-term investors make their best decisions. Heres the key point: the core foundations of this bull cycle are still in place. The AI transformation keeps expanding earnings remain strong across leaders like $NVDA $MSFT $GOOG and $AMZN and the"
X Link 2025-11-20T06:40Z [--] followers, [--] engagements
"Something Strange Is Happening in the Market and Most Investors Are Missing It This week I noticed a pattern that every long-term investor should pay attention to. Strong companies are reporting strong results yet their stock prices are falling. When great businesses drop after great earnings the problem is rarely the business. It is the mood of the market. Let me explain"
X Link 2025-11-21T07:14Z [--] followers, [--] engagements
"Nvidia shows exactly what is happening Nvidia $NVDA delivered another impressive quarter: strong revenue strong profits strong guidance. Everything looked solid. But instead of rising the stock weakened. Why Because expectations were too high. Many traders were betting on a huge jump. When the stock did not rise enough they were forced to sell. This happened exactly in [----] with [--] medium pull backs. This is emotion and pressure not business weakness. You can see the same thing in $AMD and $MU. These companies remain strong yet both fell before Nvidia even reported. That tells us the pullback"
X Link 2025-11-21T07:14Z [--] followers, [--] engagements
"The hardware debate matters There is also a real conversation about how long AI chips stay useful. Nvidias team says many chips last for years thanks to software like CUDA. Some analysts argue that running is not the same as generating full economic value. If useful life shortens margins tighten and companies must reinvest faster. This does not break the AI story but it means long-term investors need to stay alert"
X Link 2025-11-21T07:14Z [--] followers, [--] engagements
"$BTC ( ) $BTC Bitcoin usually moves in cycles. Youve seen the chart Ill share in the post and historically it follows a predictable rhythm: strong rallies deep corrections long consolidations. But what many people dont see is why this cycle often becomes self-fulfilling. When everyone believes the same narrativeit must drop herea good part of the market begins to sell early. And when the crowd expects A or B markets tend to deliver C or D. This years correction hasnt been a normal pullback. According to analysts like Tom Lee the real shock happened on October [--]. A stable-coin on a"
X Link 2025-11-22T05:39Z [--] followers, [--] engagements
"4. How I am positioned My strategy remains focused on Value-Growth. I continue to own high-quality businesses with strong moats strong cash flow and attractive long-term prospects. I have reduced some exposure in overheated technology names and rotated into areas where the risk and reward look more balanced such as health care and communication services. Short-term volatility does not change my long-term thesis. It creates opportunity"
X Link 2025-11-25T08:05Z [--] followers, [--] engagements
"5. What I am watching next week Several key data points arrive as the backlog clears: retail sales producer inflation consumer confidence home prices and regional manufacturing surveys. With the [--] December Fed meeting approaching any surprise in these figures could shift expectations again. Thanksgiving week may also bring exaggerated moves due to lower trading volume. If you want to see how I position through this environment and which companies I am focused on you can visit my profile and follow the strategy. Alejandro (AMWorld)"
X Link 2025-11-25T08:05Z [--] followers, [--] engagements
"Ive just released a new 90-second bio video on my eToro profile. If you want to understand who I am the methodology I use and how I manage this portfolio this video gives you the full picture in a simple format. In it I explain my ValueGrowth approach how I analyse companies through a structured KPI checklist and how I rotate only when quality or valuation changes. If you copy this portfolio you follow the same rules I apply with my own capital. Feel free to watch it now on my main profile page. $GOOGL $ADBE $INTU $AMD $NSDQ100 $SPGI $BKNG $AMZN $MSFT $ETH Alejandro (AMWorld)"
X Link 2025-12-01T10:07Z [--] followers, [--] engagements
"My recurrent automatic monthly deposit just landed into the platform eToro. Its a $500 contribution which represents about 1% of the total portfolio. These deposits matter because they create a constant allocation stream (CAS) that can be used for the best opportunities at any point in time. It keeps the strategy moving forward month after month without emotion. This is the core of how wealth grows: regular contributions + long-term investing. Dollar-cost averaging helps reduce the impact of market swings and keeps the strategy moving forward regardless of short-term noise. For everyone"
X Link 2025-12-01T10:07Z [--] followers, [--] engagements
"All [--] sectors closed higher led by: Communication Services Consumer Discretionary Technology Growth and small caps outperformed with the NASDAQ up nearly +5% and the Russell [----] around +5.5% clear signs of renewed risk appetite. A shift in rate expectations played a major role. Softer consumer data and more dovish Fed commentary pushed markets to price in a December rate cut easing volatility and bringing the VIX back toward [--]. Globally developed and emerging markets rose roughly 3% for the week although regional momentum remains uneven"
X Link 2025-12-02T07:44Z [--] followers, [--] engagements
": The rebound doesnt change the discipline. I continue to prioritise: quality compounding businesses strong cash flow healthy balance sheets and valuation with margin of safety Any new capital is deployed selectively never chasing a bounce"
X Link 2025-12-02T07:44Z [--] followers, [--] engagements
": Key data includes US ISM Manufacturing Eurozone CPI ADP jobs ISM Services jobless claims and US/Canada payrolls. These releases shape expectations for the Feds December meeting and the final month of the year. If you want to see how I position the portfolio through these moves you can copy the strategy here on eToro. $INTU $SPGI $AMD $DUOL"
X Link 2025-12-02T07:44Z [--] followers, [--] engagements
"The Real Risk Series - Behind the Dip PART [--] Where the Real Market Risk Was Hiding in [----] (MicroStrategy Bitcoin & Leverage) During the last weeks I received a lot of messages asking: Are we entering a bear market The reality is very different. The S&P [---] dropped only 34%. The Nasdaq around 56%. That happens in almost every single year. The real stress never came from the major indices. It came from the corners of the market built on: debt short-term narratives no cash flow extreme concentration These areas always break first when sentiment turns. And Part [--] begins with the clearest"
X Link 2025-12-03T07:35Z [--] followers, [--] engagements
": ($CRM) A Business Entering Its Next Compounding Phase . During the last weeks many of you asked how I see Salesforce after earnings. The simple answer: the business is strengthening in the areas that matter most for long-term compounding demand visibility cash flow and AI monetisation. Lets break down the signals clearly. . . the underlying signals tell a better one Salesforce delivered: Revenue: $10.22B (+9% YoY) EPS: $3.25 vs $2.86 expected Operating cash flow: +17% YoY Free cash flow: +22% YoY Strong execution. But for long-term investors these arent the variables that define the next"
X Link 2025-12-09T08:21Z [--] followers, [--] engagements
"🥤 : - . Last week I revisited my entire thesis on Celsius and the conclusion keeps landing in the same place: this is one of the most interesting consumer-compounding stories in the market right now. Every period of weakness has been an opportunity to keep building the position not because of emotion but because the underlying signals keep getting stronger. . What stands out today is how many independent forces are aligning at the same time: renewed Wall Street confidence improving market share early signals of institutional activity leadership shifts across competitors and the early"
X Link 2025-12-11T07:40Z [--] followers, [--] engagements
"Yesterday I was very close to what happened in Bondi Beach. Just a couple of hours earlier I was there with friends enjoying a normal day. Later on we were luckily already at a distance when everything unfolded. It puts things into perspective very quickly. We spend a lot of time talking about markets portfolios returns plans for the future. All of that matters but its never the most important thing. Family friends health and being present are what truly count. Everything else is secondary. My thoughts are with everyone affected with the families friends and the people who were there. And a"
X Link 2025-12-15T07:12Z [--] followers, [--] engagements
": % - Netflix $NFLX has suffered one of its sharpest pullbacks in years down roughly 30% from recent highs. A lot of people asked the same question: what broke Short answer: nothing fundamental. Heres what actually happened and why I still see Netflix as a long-term compounder regardless of how this plays out"
X Link 2025-12-16T08:49Z [--] followers, [--] engagements
") This sell-off had nothing to do with subscribers margins cash flow or execution. The entire move was triggered by Netflixs attempt to acquire Warner Bros. Discovery $WBD. Netflix agreed to a structured deal focused mainly on studios + streaming assets (HBO IP library). Days later Paramount $PARA entered with a hostile all-cash bid for the whole company. Comcast $CMCSA then appeared as a more complex strategic alternative. Suddenly the market couldnt model: who wins how long regulation takes what Netflix ultimately pays (or doesnt) Markets dont need bad news to sell. They just need"
X Link 2025-12-16T08:49Z [--] followers, [--] engagements
"@thexcapitalist @grok What are the opportunities and risks of this "PayPal Submits Applications to Establish an Industrial Bank to Expand Access to Financial Services for U.S. Small Businesses""
X Link 2025-12-17T00:45Z [--] followers, [---] engagements
"2025 Review (Part 3) The Tough Lessons ($TEP $PYPL $ADBE) Not everything worked in [----]. And thats exactly why the process gets stronger. $TEP Teleperformance Paris has been the big frustration. Strong numbers on paper but weak management guidance repeated incorrect forecasts and AI risk in the model created a possible value trap. A cheap stock can stay cheap when the story is deteriorating and it is still in that danger area. With $TEP we have the incorrect size and importance into our portfolio we have been reducing progressively due to the risk. Opportunity is still there but size now is"
X Link 2025-12-21T13:32Z [--] followers, [---] engagements
"@fiscal_ai 33% Value Trap / 66% Value Play"
X Link 2025-12-23T09:02Z [--] followers, [----] engagements
"Looking Ahead My Biggest Convictions for [----] (Part 2: Google and Adobe) Two names stand out for me for next year: Google and Adobe. $GOOGL went from maybe disrupted to quiet AI superpower. TPUs Cloud Gemini Search and YouTube give it one of the strongest AI positions in the world. If the market continues recognising this the valuation multiple has room to expand. While momentum is strong rotation is not an option. $ADBE sits in the opposite narrative. Many assume AI will kill Adobe; my analysis points the other way. Professionals need workflows brand safety compliance and integrated tools."
X Link 2025-12-26T10:19Z [--] followers, [--] engagements
"Every December the same pattern repeats itself: people convince themselves they just need one more signal one more correction one more perfect entry and then theyll start. Ive heard this since I started investing in [----]. And in those years markets rose great companies compounded and many people stayed stuck in Ill start soon. The truth is uncomfortable but freeing: the perfect moment never feels perfect. Even when the setup is good fear masks it. Even when valuations are attractive doubt takes over. Thats why the strongest investors dont wait for the perfect momentthey create a structure"
X Link 2025-12-29T15:27Z [--] followers, [--] engagements
"( ) [----] was a good year for us: outperformance vs the S&P [---] strong results from the portfolio and more a few companies like $NFLX $GOOGL $AMD ELF and a sharper methodology than previous year. It just takes to be 0.001% better every day. What worked: Buying quality during fear and market noise Rotating out of overvalued names into underpriced compounders Using data metrics and KPIs rather than headlines Keeping a long-term lens through volatility Depositing more during downturns What didnt: Too much patience with some value plays ($PYPL $ADBE earlier in the year) Not assessing momentum in"
X Link 2025-12-30T11:53Z [--] followers, [--] engagements
"Why You Should Have a Financial Plan for [----] While many people think about dinners and gifts this is also the perfect moment to define how you want your money to work for you next year and in the future. Inflation devalues our working value and our savings every year and that's why you need to have a plan to invest in the long term. A good plan isnt complicated: How much youll save monthly Where that money will go How long youll commit And what youll do emotionally when markets drop My role is to provide the strategy and the portfolio. Your role is to commit to consistency and recurrent"
X Link 2026-01-03T04:53Z [--] followers, [--] engagements
"While many people think about dinners and gifts this is also the perfect moment to define how you want your money to work for you next year and in the future. Inflation devalues our working value and our savings every year and that's why you need to have a plan to invest in the long term. A good plan isnt complicated: How much youll save monthly Where that money will go How long youll commit And what youll do emotionally when markets drop My role is to provide the strategy and the portfolio. Your role is to commit to consistency and recurrent automatic deposits to reduce pain and increase"
X Link 2026-01-04T03:41Z [--] followers, [--] engagements
"While many people think about dinners and gifts this is also the perfect moment to define how you want your money to work for you next year and in the future. Inflation devalues our working value and our savings every year and that's why you need to have a plan to invest in the long term. A good plan isnt complicated: How much youll save monthly Where that money will go How long youll commit And what youll do emotionally when markets drop My role is to provide the strategy and the portfolio. Your role is to commit to consistency and recurrent automatic deposits to reduce pain and increase"
X Link 2026-01-04T03:41Z [--] followers, [--] engagements
"& ( ) Some names deserve a mention this year. Winners: $NFLX multi-year winner where we took profits at the right moment $GOOGL ignored for months then re-priced as the market understood its AI position $AMD benefited from the AI chip cycle when bought at the right moment Losers: $TEP a reminder that cheap plus weak management plus structural risk can be a trap Honest small position but a good lesson in being stricter with certain models $NFLX $GOOGL $AMD $TEP https://twitter.com/i/web/status/2007709795403608080 https://twitter.com/i/web/status/2007709795403608080"
X Link 2026-01-04T07:04Z [--] followers, [--] engagements
"Going into [----] my mindset is very clear: great companies bought at sensible prices with room for error. Analysts expect a volatile year maybe even uncomfortable at times before strength shows later on. That doesnt change the strategy. It reinforces it. What Im focusing on: Quality businesses with real cash flow Strong balance sheets and durable moats Valuations that already price in fear not perfection Willingness to rotate out of excess optimism and into opportunity This protects capital first. Upside comes second. High-conviction names remain companies like $GOOGL $ADBE $DUOL $AMZN and"
X Link 2026-01-05T11:49Z [--] followers, [--] engagements
"This is one of the reasons why we have $AMZN in our portfolio in eToro as one of our main positions. [-------] robots. [-------] employees. Amazon is scaling margins not headcount. $AMZN https://t.co/0CQEtJP7sI [-------] robots. [-------] employees. Amazon is scaling margins not headcount. $AMZN https://t.co/0CQEtJP7sI"
X Link 2026-01-07T06:51Z [--] followers, [--] engagements
"& If [----] is volatile that wont be a surprise. It will be the plan. Markets dont move in straight lines. Years with the best long-term outcomes often feel the hardest in the moment full of pullbacks rotations and narratives that test conviction. Thats exactly why this portfolio isnt built on forecasts. Its built on structure. My methodology is designed around a few core ideas: Quality businesses compound over time Valuation and margin of safety matter Volatility is normal not dangerous Capital should rotate when risk/reward changes Process beats emotion Youve seen this play out already. We"
X Link 2026-01-10T06:20Z [--] followers, [--] engagements
"Duolingo ($DUOL): noise vs fundamentals 🧵 $DUOL sold off after two short-term headlines: A CFO transition (orderly but markets dislike uncertainty) Q4 updates showed strong DAU growth but bookings slightly missed Nothing broke. It just wasnt perfect. This isnt new for Duolingo. Over recent months the stock has faced: AI disruption fears Valuation compression after a strong run Rotation out of high-growth names Elevated short interest amplifying moves Thats sentiment swinging. Not the business. So I step back and focus on two things: Fundamentals The price we paid We built our position near"
X Link 2026-01-13T07:32Z [--] followers, [--] engagements
"Why You Need a Financial Plan for [----] Most investors start the year with hope. Wishing they could win the lottery or be right by a 10x company that they would by because of what a friend told them Very few start with a plan. A real plan is clarity on: how much youll save how youll invest it how long youll commit how often will it be automatically what youll do when volatility appears Without that emotions run the portfolio. My job is structure I eToro: a KPI-driven strategy with quality businesses. Your job is consistency: recurring deposits and time. If you want help setting up a simple"
X Link 2026-01-15T06:43Z [--] followers, [--] engagements
"The Inverse Crisis: Why the Next Risk Isnt a Crash but Losing Purchasing Power Most people are preparing for the wrong crisis. Theyre waiting for a 2008-style collapse. Falling prices. Panic selling. Forced liquidations. But the bigger risk from here isnt a classic crash. Its something quieter and more dangerous: an inverse crisis. An inverse crisis doesnt destroy wealth overnight. It slowly erodes it. Markets dont necessarily collapse. Money does. Stocks real assets even everyday goods keep going up in nominal terms while cash and long-term bonds quietly lose purchasing power. Why this"
X Link 2026-01-16T07:31Z [--] followers, [--] engagements
"Every cycle produces its story stocks. But our best results in [----] didnt come from hype. They came from: $NFLX executing for years $GOOGL revealing its real AI strength $ASML growing quietly $AMD taking market from Nvidia And yes even painful names helping refine the process For [----] the plan remains simple: quality moats cash flow strong balance sheets and good valuations. Same buying great value-growth companies at low valuations with a margin of safety. Follow to find out which companies are those for [----]. https://twitter.com/i/web/status/2013156137508741370"
X Link 2026-01-19T07:46Z [--] followers, [--] engagements
"🥤 CELSIUS SERIES CELH PART [--] Competitors Are Losing Their Edge And That Clears Runway for Celsius This is where the thesis gets interesting. Celsius isnt just growing because of good execution. Its growing into a vacuum created by weakened or aging competitors: Red Bull lost one of its founders. Leadership transitions matter more than people think. Monster is still strong but the leadership team is entering a late stage and the pace of innovation has slowed. Prime had a burst of cultural momentum but distribution inconsistency and diminishing novelty have eroded its threat level. These arent"
X Link 2026-01-21T06:47Z [--] followers, [--] engagements
"🥤 Competitors Are Losing Their Edge And That Clears Runway for Celsius This is where the thesis gets interesting. Celsius isnt just growing because of good execution. Its growing into a vacuum created by weakened or aging competitors: Red Bull lost one of its founders. Leadership transitions matter more than people think. Monster is still strong but the leadership team is entering a late stage and the pace of innovation has slowed. Prime had a burst of cultural momentum but distribution inconsistency and diminishing novelty have eroded its threat level. These arent small changes. In"
X Link 2026-01-26T13:04Z [--] followers, [--] engagements
"- - $VOO $SRT.DE $NFLX https://etoro.tw/41AzdOi https://etoro.tw/41AzdOi"
X Link 2023-04-24T13:24Z [--] followers, [--] engagements
"In case you are interested an analysis of Sartorious stock in our portfolio: $SRT.DE (Sartorius AG) $DIM.PA (Sartorius Stedim Biotech SA) $VOO https://partners.etoro.com/aw.aspxA=55714&Task=Click&SubAffiliateID=SocialSharePostcopyLink_9729823&TargetUrl=https%3A%2F%2Fwww.etoro.com%2Fen%2Fposts%2F0__entry__3d3ae697-08e4-4948-a88f-a4ea0454e131 https://partners.etoro.com/aw.aspxA=55714&Task=Click&SubAffiliateID=SocialSharePostcopyLink_9729823&TargetUrl=https%3A%2F%2Fwww.etoro.com%2Fen%2Fposts%2F0__entry__3d3ae697-08e4-4948-a88f-a4ea0454e131"
X Link 2023-05-07T08:55Z [--] followers, [---] engagements
"$VOO $SRT.DE (Sartorius AG) $GER40 https://etoro.tw/3M6zofc https://etoro.tw/3M6zofc"
X Link 2023-05-08T09:29Z [--] followers, [--] engagements
"- - $CNDX $TEP.PA (Teleperformance SE) $VOO $IWM https://partners.etoro.com/aw.aspxA=55714&Task=Click&SubAffiliateID=SocialSharePostcopyLink_9729823&TargetUrl=https%3A%2F%2Fwww.etoro.com%2Fen%2Fposts%2F0__entry__8e718a37-e639-4616-abb1-b9df95a73089&ref=9729823 https://partners.etoro.com/aw.aspxA=55714&Task=Click&SubAffiliateID=SocialSharePostcopyLink_9729823&TargetUrl=https%3A%2F%2Fwww.etoro.com%2Fen%2Fposts%2F0__entry__8e718a37-e639-4616-abb1-b9df95a73089&ref=9729823"
X Link 2023-07-12T17:46Z [--] followers, [---] engagements
"PART [--]. I am analysing $NEM.DE NEMETSCHEK : - Dassault Systemes $DSY.PA - Trimble Inc. (TRMB) $TRMB - Hexagon AB $HEXA-B.ST - Bentley Systems Incorporated (BSY) $BSY - Autodesk Inc. (ADSK) $ADSK http://HEXAB.ST http://DSY.PA http://HEXAB.ST http://DSY.PA"
X Link 2023-08-13T09:42Z [--] followers, [---] engagements
"- - $VOO $SRTY $IWN $TEP.PA https://etoro.tw/3Uk3EY3 https://etoro.tw/3Uk3EY3"
X Link 2024-04-16T08:41Z [--] followers, [---] engagements
""Hello everyone. Let's have a look into Teleperformance $TEP.PA earnings results from last Quarter. ." via @eToro https://etoro.tw/3JKyToU https://etoro.tw/3JKyToU"
X Link 2024-05-03T05:43Z [--] followers, [--] engagements
""ENGLISH ." via @eToro $voo $ijs https://etoro.tw/4eDvkyi https://etoro.tw/4eDvkyi"
X Link 2024-09-28T00:07Z [--] followers, [--] engagements
"📊 Thread 4/4 💡 How to stay on the profit side of the wedge: Core holding: broad-market ETF (S&P [---] or MSCI World) $VOO captures winners automatically. Satellite sleeve: AI & robotics ETFs ($BOTZ $IRBO) + highmoat chipmakers ($NVDA $ASML). Dollarcost averageown more shares when volatility misprices fear. Reinvest dividends: let the AI work and the cash snowball. https://twitter.com/i/web/status/1950428522352431338 https://twitter.com/i/web/status/1950428522352431338"
X Link 2025-07-30T05:29Z [--] followers, [---] engagements
"$AMZN Inc): Everyones talking about the AI boom cloud growth and $NSDQ100 $QQQ (Invesco QQQ) tech stocks at all-time highs. But heres whats quietly happening beneath the surface: Amazons fundamentals are accelerating while its valuation is shrinking. Thats the kind of divergence that patient investors wait for. https://twitter.com/i/web/status/1983058141089808775 http://Amazon.com https://twitter.com/i/web/status/1983058141089808775 http://Amazon.com"
X Link 2025-10-28T06:27Z [--] followers, [--] engagements
": In [----] the $NSDQ100 has been on fire. Many big tech names now trade at stretched valuations. Yet Amazon $AMZN has barely moved. To most people it looks like the stock is going nowhere. But when you look deeper the picture changes completely. -- Earnings are rising fast. Amazons forward EPS keeps climbing quarter after quarter. -- Valuation is compressing. Its price-to-earnings multiple keeps falling. So the market is paying less for better performance. That disconnect doesnt last forever. https://twitter.com/i/web/status/1983058143782613064"
X Link 2025-10-28T06:27Z [--] followers, [--] engagements
"Restaurants. the whole sector [----] performance has been bad. Do you think the sector will recover in [----] with lower rates $CAVA (CAVA Group Inc) $CAKE (The Cheesecake Factory Inc) $CMG (Chipotle Mexican Grill Inc) $TXRH (Texas Roadhouse Inc) $MCD (McDonald's) $SBUX (Starbucks Corp) https://twitter.com/i/web/status/1984136899758284977 https://twitter.com/i/web/status/1984136899758284977"
X Link 2025-10-31T05:54Z [--] followers, [---] engagements
"WEEK REPORT : Follow to receive it every week. Week [--] was dominated by tech strength pushing large-cap indices to fresh highs. The $NSDQ100 2.3% gain highlights the resilience of high-quality tech even as small caps $IJR $IWV lag behind. On the surface it feels like a broad market rallybut the divergence tells a different story. The Feds 0.25% rate cut was expected yet Powells cautious tone keeps uncertainty alive. Treasury yields edging higher signal investors are still pricing in inflation risks and potential volatility. Meanwhile the ongoing government shutdown delays key economic"
X Link 2025-11-03T09:16Z [--] followers, [--] engagements
""$ELF Elf Beauty down BIG sice we sold / rotate it at an overvalued metric. Now a -44% since we." via @eToro $ELF https://etoro.tw/4p25JEC https://etoro.tw/4p25JEC"
X Link 2025-11-07T06:59Z [--] followers, [---] engagements
"@grok @oguzerkan Could this open future verticals also to provide other services"
X Link 2025-12-17T00:47Z [--] followers, [--] engagements
". . Ray Dalio has appeared again in headlines warning that markets are in clear bubble territory. It sounds dramatic but before reacting its important to put both his history and the actual data into perspective. Across the last decade Dalio has repeatedly predicted extreme outcomes: deep recessions 1937-style collapses runaway inflation debt spirals and crisis cycles. None of these scenarios unfolded as described. This doesnt disqualify his view but it does mean his warnings shouldnt be used as automatic sell signals. There is also performance to consider. Bridgewaters All Weather strategy"
X Link 2026-01-27T07:35Z [--] followers, [--] engagements
"$MC.PA When a business like this delivers stability instead of excitementhow do you usually react Hold and wait 🔄 Trade volatility 🎲 Follow sentiment 📉 Reduce exposure Hold and wait 🔄 Trade volatility 🎲 Follow sentiment 📉 Reduce exposure"
X Link 2026-01-28T05:50Z [--] followers, [--] engagements
"🟦 Is $META cheap. Maybe Unless This One Thing Breaks the Story Meta is trading at good valuations. The cheapest of the MAG [--]. And earnings results are coming tonight - Strong cash flow. - Solid growth. - Dominant platforms. And yet many investors are still nervous. Why Because this earnings week isnt about users or ads. Its about AI spending. Meta is investing heavily in AI infrastructure. Capex is high. Guidance matters more than the quarter itself. If Wall Street believes that AI spend will translate into future returns the stock looks mispriced. If the market decides the spending is too"
X Link 2026-01-28T10:18Z [--] followers, [--] engagements
". . Inflation isnt just cooling. By several real-time measures its already close to target. Truflation which tracks price changes daily across thousands of items has been hovering around the low-2% range. Thats not a forecast. Thats what prices are doing now. This is where the tension begins. Central banks react to lagging data. Markets react to leading signals. When real-time inflation cools faster than official CPI policy can stay restrictive longer than necessary even as conditions tighten underneath. Why does this matter for markets Because rates dont operate in isolation. High real"
X Link 2026-01-29T07:38Z [--] followers, [--] engagements
"Which inflation signal do you trust more right now 📊 Official CPI data 📈 Real Truflation 🏦 Central banks 🎲 Your Gut 📊 Official CPI data 📈 Real Truflation 🎲 Your Gut 🏦 Central banks 📊 Official CPI data 📈 Real Truflation 🎲 Your Gut 🏦 Central banks"
X Link 2026-01-29T07:42Z [--] followers, [--] engagements
"🥤 CELSIUS SERIES CELH PART [--] Pepsi Distribution + New Brands = The Most Underestimated Part of the Story The most important structural tailwind for Celsius remains the same: the PepsiCo partnership. Right now: 80% of Alani Nus distribution is already inside Pepsis network Full integration is expected by Q1 [----] Rockstar integration remains on schedule for 1H [----] What does this mean in practice better shelf placement consistent nationwide availability access to mass retail on Day [--] predictable logistics lower cost per case This is the exact infrastructure that took Celsius from niche"
X Link 2026-02-01T07:43Z [--] followers, [--] engagements
": $NFLX $WBD $PSKY 📈 Pricing + Inflation 🎬 + Engagement + Formats 🤷♂ FOLLOW & WILL TELL ⚖ A mix of both 📈 Pricing + Inflation 🎬 + Engagement + Formats 🤷♂ FOLLOW & WILL TELL ⚖ A mix of both"
X Link 2026-02-03T08:45Z [--] followers, [---] engagements
"$AMD going down even if the deliver good results"
X Link 2026-02-03T22:14Z [--] followers, [---] engagements
"$PYPL $AMD $ADBE $CRM This may be of your interest"
X Link 2026-02-04T06:45Z [--] followers, [---] engagements
": $PYPL -20% $AMD -20% $ADBE -10% in [--] days. Hold do nothing ➕ Add gradually 🎯 Sell fast and re-enter 🔄 Reduce to protect Hold do nothing ➕ Add gradually 🎯 Sell fast and re-enter 🔄 Reduce to protect"
X Link 2026-02-05T09:10Z [--] followers, [---] engagements
"Markets feel noisy right now because headlines are loud. - Politics. - Negotiations. - Central banks. - Short-term sentiment shifts. All of that increases volatility. It doesnt automatically increase risk. Noise moves prices. Fundamentals decide outcomes"
X Link 2026-02-06T06:49Z [--] followers, [--] engagements
"This is how I think about risk in my process: - I focus on business quality. - Cash generation and balance sheet strength. - Valuation versus long-term potential. And a time horizon long enough for fundamentals to matter. I dont need calm markets to invest well"
X Link 2026-02-06T06:49Z [--] followers, [--] engagements
"2025 Review (Part 2) Winners Rotations and Lessons This year reminded me of something simple: valuation still matters. We bought ELF Beauty $ELF on a dip in March rode it up more than 162% and rotated out when valuation went too far. The stock then dropped sharply almost -40%. Same logic with $NFLX after a 550% gain in three years the risk/reward changed so we moved part of that success into names like $GOOGL $AMD and $NVDA at far better entries. Since then Netflix $NFLX has corrected a -30% giving us another point of entry. Success wasnt about guessing rockets or going to the casino. It was"
X Link 2025-12-20T12:21Z [--] followers, [--] engagements
": $PYPL PayPal $PYPL has been dead money since mid-2022 forgotten by most investors after years of flat performance. But while the market looked away PayPal quietly rebuilt itself under new CEO Alex Chriss who joined from Intuit $INTU . [----] was the year of groundwork. [----] is when the results start to show [----] hopefully the year when everyone notices and start to go up. Yesterday the market started to show some signs of awareness. Stagnant stock price after years of frustration Growth slowdown at one point near 1% YoY Rising competition and low market expectations (forward P/E just 13) "
X Link 2026-02-03T09:05Z [--] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing