Anger

I’ve never known a stock anger me more. I genuinely can only put it down to options activity it has multiple options expiries each week. It’s essentially no longer tradeable for swings. 0dte’s on open pumps or dumps are the only trade here.

Deposited 20% to the portfolio today!

Deposited 20% to the portfolio today! 💰 I've updated my strategy to become much more structured using a Tier-Based System to ensure the portfolio is better protected during a market pullback. 📊 The New Portfolio Structure (33 Assets) - Tier 1 (Monopolies & Anchors): Target 5%–7% (Normalized midpoint: 5.08%) - Tier 2 (Secular Growth & Grid Enablers): Target 3%–4% (Normalized midpoint: 2.97%) - Tier 3 (Tactical Execution & Speculative Upside): Target 1%–2% (Normalized midpoint: 1.27%) 🛡️ Risk Management Rules Hard Cap: No single asset will exceed 10% of the portfolio. Any asset crossing this threshold will be strictly trimmed back to its recommended weight. Rebalancing: I’ll be doing a reshuffle soon to align with this new structure and improve my overall eToro risk score. ...But first, let's see what happens after the $MU (Micron Technology, Inc.) earnings call on Wednesday! 😂📈

Long term only

Q2 coming up in Augest and it’s looking very positive NFA we could surpass $250 with ease and potentially stay up there. Do your own research NFA

War back on

As predicted by many , the ceasefire is broken and the war is back on . I should imagine it will be a red day tomorrow, what with Starmer being shown the door….anyway let’s see …stay safe folks 👍👍👍

🔵🏐

This stock be blue balling us so bad… all this good news and stagnant movement.

Data centre boom baby!

Gooooood Morninggggggg Quick morning Ai update…. The Market: Data center component spending is expanding at an absolute breakneck pace. A newly released global report from Dell’Oro Group reveals that worldwide revenue for Data Center IT Semiconductors and Components surged 116% year-over-year in the first quarter of 2026. While specialized AI accelerators remain a core catalyst, the report highlights that high-bandwidth memory (HBM) and standard DRAM chips contributed the largest share of this growth due to a massive supply deficit pushing market prices up. Analysts note the segment is fully on track for sustained triple-digit growth for the entirety of 2026 as hyperscale data center infrastructure demands continue to outpace global factory capacity. Our Portfolio: $NVDA Captured the largest total share of global data center IT semiconductor revenue in the newly published Dell'Oro report. Fundamental demand for current chips and the upcoming Blackwell platforms remains tightly locked in supply allocation. $TSM: Reaffirmed that leading-edge node and advanced packaging capacity will remain intensely strained through 2027 to feed ongoing hardware demand, keeping long-term backing from top tech executives robust. $MU: Continues to benefit heavily from the massive data center memory surge. High HBM and DRAM pricing is acting as a major tailwind, directly passing manufacturing costs downstream to heavy cloud infrastructure buyers. $RKLB: Officially announced its upcoming inclusion in the prestigious Nasdaq-100 Index effective June 22, 2026, capturing heavy interest alongside the broader commercial space economy momentum.  $AAOI: Doubled its credit line to RMB 500 million with Shanghai Pudong Development Bank to scale up working capital, right on the heels of expanding its high-speed optics software partnership with Spectrum.

FOMC

FED LIFTS RATE PATH, INFLATION OUTLOOK RISES Federal Reserve projections show the median fed funds rate rising to 3.8% in 2026 (from 3.4%), 3.6% in 2027, and 3.4% in 2028, with the long-run rate unchanged at 3.1%. Officials now expect higher inflation through 2026, with PCE not returning to the 2% target until 2028. Growth is slightly lower, unemployment broadly steady. Only 18 of 19 policymakers submitted projections.

A dilemma!

I’m in a dilemma and need everyone’s wonderful advice. 80% of my portfolio is in etoro which is actively managed. 20% is in trading212 (Not in an ISA as I live in Spain) and was for long term growth. But, I have much larger returns with the actively managed account and have considered consolidating everything to etoro which means selling up on Trading212. What would you do?

A morning update in Ai

Goooood morning peopleeeee! 𝙎𝙤, 𝙡𝙖𝙩𝙚𝙨𝙩 𝙗𝙧𝙚𝙖𝙠𝙞𝙣𝙜 𝙣𝙚𝙬𝙨 𝙞𝙣 𝙩𝙝𝙚 𝙛𝙖𝙣𝙩𝙖𝙨𝙩𝙞𝙘 𝙬𝙤𝙧𝙡𝙙 𝙤𝙛 𝘼𝙞 𝙖𝙣𝙙 𝙩𝙝𝙚 𝙥𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤. 𝙇𝙚𝙩'𝙨 𝙝𝙖𝙫𝙚 𝙖 𝙨𝙘𝙖𝙣. The Market: The broader semiconductor sector faced sudden macro volatility and sharp profit-taking as the Federal Open Market Committee (FOMC) convened for its high-stakes two-day policy meeting, putting pressure on tech heavyweights (StartupHub.ai). Despite the short-term technical sell-off, domestic hardware supply chains received structural backing as Nokia announced a multi-billion dollar domestic expansion for Advanced Test and Packaging (ATP) of photonics and optical modular chips in Pennsylvania, aiming to reduce data center networking energy consumption by up to 75% (GlobeNewswire).  Our Portfolio: 🚀 $NVDA: Stock rebounded 3.3% as it officially tapped the credit markets with a massive $25 billion corporate bond sale—its first debt issuance in five years. The sale drew a staggering $85 billion in investor demand, intended to set a liquid benchmark for its cost of credit (Reuters). On the physical front, CEO Jensen Huang broke ground on Coherent's expanded Indium Phosphide manufacturing facility in Sherman, Texas, which will build the essential optical link hardware powering NVIDIA’s next-generation AI factories (AP).  ⚙️ $AVGO & 🤝 $TSM: Announced a monumental 10-year strategic partnership based in Arizona. Under the sweeping agreement, TSMC will utilize Amkor's localized facilities for advanced packaging and testing services, aggressively accelerating the integration of localized AI and high-performance computing chip production within the United States. $AMRK shares rallied 3% on the confirmation (GuruFocus).  📉 $AVGO: Caught in the broader market pull-back alongside industry peers as options trading volume surged past 234,000 contracts for the day (FutuNews). Analysts highlight an emerging competitive landscape with next-gen data center connectivity plays, noting that while Broadcom dominates infrastructure software and scale, micro-cap competitors are capturing hyperscaler attention in active electrical cabling (AEC) components (Zacks).