Timo Holub Creator

Dva nové menšie nákupy do portfólia. Jedna je dokup menšej a o niečo rizikovejšej pozície (okolo 5 % portfólia). Druhá je naopak dokup mojej druhej najväčšej pozície, kde mám veľmi vysokú conviction (tvorí mi už skoro 10 % portfólia)

Toto môže byť jedno z najzaujímavejších nových rizík pre celý AI trade.

3 types of companies that could profit significantly from AI agents. And 2 where I'd be more cautious.

Meta launched Muse only on September 8, and in the first 12 days it got around 2.8 million downloads. More important, though, is what it can do. It no longer just answers, but can send emails, book travel, or make a purchase.

And that could significantly change the internet…

Chip stocks have been falling in recent days and the market has begun pricing in a new risk around a possible slowdown in AI development. However, no real limits have arrived yet, hyperscalers are not cutting investments, and fundamentally nothing major is changing. Most of the movement so far is mainly fear and uncertainty.

Investors have been asking for months how Meta will profit from AI. Today they may have gotten their first answer.

We are starting to see rotation on the market from chips into software 🔄 The best current examples are Broadcom and Snowflake.

Salesforce reported great numbers for Q2 2027. But a new big battle for the brain of companies is emerging.

AWS is expected to generate $1 trillion in revenue over an 8-10 year horizon and Amazon stock could reach $500 by the end of 2027?

30-year US bonds above 5.3%. A warning for stocks?

The yield on 30-year US government bonds rose today to around 5.3%, the highest since 2007.

At first glance, that may look bad. But the mere similarity of yields doesn't mean a financial crisis awaits. It's far more important to understand why yields are rising and what that means for stocks.…

Lately there has been a lot of talk about AppLovin (APP). Is this another Trade Desk (TTD)?

The market is at record highs. Since the start of the year we have already seen 26 new all-time highs for the S&P 500, and the index crossed 7,700 points for the first time in history.