I never had a clear goal like this. I just started with €150K, kept things simple, and let time do most of the work. Only recently did I realize how much it had grown.
One thing that made a big difference: I kept investing regularly, even when the market felt uncomfortable. That consistency mattered more than timing anything.
At this point, the real question became: when do you sell something like this?
Samsung is trading at around 5x earnings… which feels kind of crazy for a company this big.
But I’m trying to understand what the market is seeing here.
Is it just the chip cycle dragging earnings down?
Or is something structurally broken in the business?
Are margins going to stay under pressure longer than expected?
Recent outperformers in this vein include a handful of cyclical industries like industrials and materials that have also enjoyed tailwinds from an improving economic growth backdrop. GS forecasts for above-trend economic growth have lent fundamental support to cyclicals’ recent strength, and we entered 2026 recommending investors own many of these stocks.
Micron could be more profitable than Amazon and Meta by 2027.
Yes ahead of AWS and Meta ads!!!
Driven by AI memory demand, supply constraints, and pricing power.
But we’ve seen memory cycles before…
Is this time different?
According to Bloomberg, Iran says the Strait of Hormuz is “completely open” for commercial traffic, following a ceasefire agreement linked to rising tensions between the US, Israel, and Lebanon.
Time to sell energies stocks and buy industrials?
Reason? Founder Reed Hastings is stepping down from the board.
time to buy?
Nike CEO bought $1M in stock and the Director did the same!
Historically, when executives buy their own shares, it often points to perceived undervaluation.
But with slowing growth and margin pressure…
is this a real opportunity or a value trap? Do you buy NIKE today?
ASML reports €8.8 billion total net sales and €2.8 billion net income in Q1 2026 ASML now expects 2026 total net sales to be between €36 billion and €40 billion, with a gross margin between 51% and 53%
$ASML Q1 FY26:
• Revenue +13% Y/Y to €8.8B (slight beat)
• Gross margin at 53% (slightly down Y/Y)
• Operating margin 36% (up Y/Y)
• EPS €7.15 (solid beat)
• FY26 revenue guidance raised to ~€38B (+€1.5B)
ASML seeing stronger demand ahead.
If this holds, it likely flows through the whole AI semiconductor stack $TSM, Samsung, and $NVDA.
Is this a Bullish signal for TSMC, Samsung, NVDA? any others stocks in mind?
McKinsey estimates the quantum computing market could grow ~10x by 2035, pointing to a major long-term technology shift still in its early stages.
(CHART in comment)
At the same time, the sector has seen significant volatility and selloffs recently, leaving many names well off their highs.
Which company do you think is best positioned to capture this wave and why?
Earnings season is where the real moves happen!
This week is mostly banks + a few big names that can actually move the market.
Earnings this week:
Tuesday:
JPM, JNJ, Citi, Wells Fargo
Wednesday:
Bank of America, Morgan Stanley, ASML
Thursday:
Netflix, TSM, Pepsi
Friday:
Ally, State Street, Truist
Banks will set the tone (credit, consumer strength, deposits).
ASML + TSM => real read on AI demand.
Netflix => always volatile.
Who’s beating and actually moving?
Undervalued names, obvious beats, or contrarian calls?
Drop it!
At the end of 2025, major Wall Street banks published their 2026 S&P 500 price targets.
Consensus still points to roughly +10% upside from current levels.
Do you still believe that’s realistic with oil challenges?
I’ve been looking at software stocks through the Rule of 40 lens (growth + profitability combined).
Quick breakdown of where some names stand:
Unicorn (60%+)
$PLTR, $APP
Elite (50–59%)
$NOW, $CRWD, $PANW, $SNOW
Great (40–49%)
$ADBE, $ZS, $DDOG, $TEAM, $CRM, $RBRK, $NET, $SHOP, $MNDY
Good (30–39%)
$HUBS, $MDB, $PATH, $FIG, $ZETA
What I find interesting is:
The Rule of 40 isn’t perfect, but it’s one of the simplest ways to filter quality vs hype in SaaS.
Which one would you buy?
Today Anthropic announces Project Glasswing: an initiative with AWS, Microsoft, Google, Apple, NVIDIA, Cisco, CrowdStrike, Palo Alto Networks, JPMorgan, and others to secure critical software using its new frontier model Claude Mythos Preview.
The model reportedly has advanced enough coding ability to find and exploit vulnerabilities at a level beyond most human engineers, having already identified thousands of high-severity flaws across major operating systems and browsers.
As these capabilities scale, they may not remain limited to defensive actors. The goal of Project Glasswing is to redirect this capability toward cybersecurity defense before offensive use catches up.
Partners will deploy the model to scan and secure infrastructure, including open-source systems, with Anthropic committing $100M in usage credits and additional funding for security orgs.
AI-driven vulnerability discovery is accelerating fast and the industry is now racing to stay ahead of it.
the recent filing from March 25, 2026:
Is this a bullish signal on MSFT ahead of the next quarter or just a speculative options play?
DO you trust this info?
TRUMP'S INSIDER JUST OPENED $30M OIL LONG AHEAD OF TONIGHT’S ANNOUNCEMENT.
LAST TIME HE DID THIS HE MADE $10M IN 60 MINUTES.
SOMETHING HUGE IS ABOUT TO HIT MARKETS.
That’s… pretty brutal.
It's just history.
You pay a high price → you get low returns.
Simple as that.
But most people still:
Maybe it does.
But maybe the next 10 years are just flat.
Do you actually care about valuation when you invest…
or do you ignore it and keep buying anyway?
I keep hearing ‘buy the dip’ everywhere, but in reality it’s not that simple.
Some dips are real opportunities, others are just the start of a bigger drop.
Personally, I’m trying to focus more on high-quality companies trading near their lows rather than blindly buying every decline.
Today do you buy the dip systematically or wait for confirmation?