Research notes

I wasn’t planning on closing my position in AMD so quickly, but staying true to my strategy: every exceptional large unexpected position change is a reason to enter or exit a position. Although the deal with OpenAI is a very bullish move, I’d rather mis out on the next 20% and wait for the results of the last 2 quarters of 2025. The effects of this contract will only present itself in 2026. You might prefer “Diamond Hands 🙌🏻 “, I prefer “pockets full of money 💵 “ What do you think the stock price of AMD will do in the next 6 months? As always, this is my opinion, not financial advice.

15 days ago I was excited about reaching my second month as a Popular investor and happy with +12% profits in september. The 2 weeks afterwards were a nightmare, not just because my portfolio dropped a couple of percentages, but because I wasn't certain why and when the downtrend would stop... At this point in time, I'm more relaxed as my predictions were confirmed, but man... this current market is ready for some therapy. 𝗣𝗮𝘀𝘁 𝟮 𝘄𝗲𝗲𝗸𝘀 Over the past 2 weeks my portfolio performance was 2 fold: 🟢 upwards trend for $NIO 🔴 downward trend for almost everything else For once my large position in NIO held up its weight against the overal market sentiment. My target price in $ASML was reached (although it might have been early), last week I also had one in $AMD and today I manually closed another position and I had 1/2 short term trades in $RDW.US reach it TP and the second trade is on-track. At this point in time everything has recovered and seems to be on fire🔥!!! I'm on my 8th consecutive green month, I'm beating my own record here. At this point, the majority of my trades have target prices, with the lowest positions without any and also NIO is still without any guidance. This market is too emotional, I predict that it will cool down by the end of the year, so I'm happy with any closure with my predefined targets. 𝗡𝗲𝘅𝘁 𝟯 𝗺𝗼𝗻𝘁𝗵𝘀 In the next three months I have the following goals & objectives on my list: - Increase my cash position to 10-20% overal before the years end - Further investigate the $SMR market, I believe there's a lot of potential in the next 5-10 years - Start studying for my CISI International Certificate in Wealth & Investment Management (Exam in 2026) - Visit the @popularinvestors summit at the end of this month 𝗣𝗼𝗽𝘂𝗹𝗮𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝘂𝗽𝗱𝗮𝘁𝗲 One last thing that I'm proud of... as of today I've reached the Champion 🏆 level. This allows me to grow as a Popular Investor and work towards the Elite level. I'm at the point that there's +250K$ under copy, this is a crazy amount and I'm thankful for the trust. 𝘊𝘰𝘱𝘺 𝘛𝘳𝘢𝘥𝘪𝘯𝘨 𝘪𝘴 𝘯𝘰𝘵 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦 | 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘵 𝘳𝘪𝘴𝘬 | 𝘗𝘢𝘴𝘵 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦 𝘧𝘶𝘵𝘶𝘳𝘦 𝘳𝘦𝘴𝘶𝘭𝘵𝘴.

Time really flies, already my second month as a Popular Investor! Where a month ago I was grateful to have the trust of 15 people, today over 100 people are copying me. I’m excited to have this opportunity and grateful for the trust you’re giving me. In the meantime I’m starting to get used to the idea of being responsible for other peoples money. I’ve learned that this responsibility comes with some boundaries. I consider myself responsible for the stocks I select, the moment I enter a position and when I exit a position. The moment someone starts to copy me, the configuration of a stop-loss, the size of the copy and any expectations on returns are not my responsibility. That doesn’t mean I don’t have any advice on this, but ultimately they are outside of my responsibility. I’m glad to see some copiers are taking that advice seriously. Unfortunately in these 2 months I have also seen 26 people closing their position, but what frustrated me the most was that 21/26 people terminated their position within <7 days after starting their copy. I wish eToro would ask why, as I’d really would like to understand… If there’s one thing you need when investing, know that its patience. As of last week every copier was with profits and not just a little profit, on average I’m seeing a +𝟭𝟬% profit! My top 5 copiers is +𝟮𝟱% in 2 months time, that’s almost double of what the S&P500 did this year! A special thanks to those who stuck with me through the drawdowns of –10%: “We ride together, we die together. Bad boys for life.” Remember that I compound everything, so growth will accelerate faster and faster. I’m really enjoying this journey as a Popular Investor. It excites me to think I can share my results with others and that my perspective might offer new insights. My goal is to one day dedicate all my time to this, dive even deeper into analysis, and continue to grow, both in knowledge and results. For now, I’ll keep pushing, keep learning, and see where this journey takes us. 𝘊𝘰𝘱𝘺 𝘛𝘳𝘢𝘥𝘪𝘯𝘨 𝘪𝘴 𝘯𝘰𝘵 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦 | 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘵 𝘳𝘪𝘴𝘬 | 𝘗𝘢𝘴𝘵 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦 𝘧𝘶𝘵𝘶𝘳𝘦 𝘳𝘦𝘴𝘶𝘭𝘵𝘴.

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This week I’ve done some rebalancing in the portfolio: $AEVA - One of the target prices was reached and therefor closed the position, just under 17% in profit. $ASML - I reduced our position by 50%, locking in a 30% profit (around 20% after currency effects due to the weaker dollar). ASML increased 15% in the last 5 days and is reaching an upper resistance around 804, encouraging me to reduce our position. $AMD - With the proceeds from ASML, we increased our position in AMD. Just because NVDA looks at Intel doesn’t make AMD less valuable, the market’s emotional reaction gave us a free 5% buying opportunity. $OUST - I increased our position. I’m convinced both this market and the company will grow significantly over the coming years. $SMR - Another market that I’m convinced will grow as global energy demand keeps growing. $RDW.US - Added a short-term swing position. I’ve been monitoring this company for a while, originally doubting if I wanted to add this one to the portfolio because of its activities, but decided to keep track of it. The stock dropped 10% on no significant news, which I see as an unhealthy market reaction we can benefit from. I’ve set a target price and will be looking to take profits once it’s reached. Beyond these trades, I’ve been reviewing my exit strategy. Having a clear exit plan is just as important as knowing when to enter. It helps me secure profits when targets are met, manage risk, and keep emotions out of decision-making. While I’m still baffled about my own results, I do see room for improvement. I sometimes take profits too early and miss out on the manic moves of the market, but I’d rather have gains in my pocket than let greed dictate my actions. My goal is to refine my strategy so that I can maximize returns while staying disciplined. I’m also starting to think about the bigger picture for 2026. I want to predefine my portfolio composition to give more insight into the risks I’m taking (and by extension, those copying me), while still leaving room to act on new opportunities as they arise. On top of that, I’m investing in myself too, after completing an intensive course in investment advice this year and signing up as a Popular Investor, the next step may be pursuing certification. Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future results.

After today’s rebound I went through the positions of everyone currently copying me, and your name stood out, unfortunately not in the way I’d prefer: showing profits. Out of the 90 people copying me today, you’re one of only 4 still in the red (with 2 of those having just joined today). That’s what I’d call pure bad luck. I truly want to thank you for your trust, especially since my portfolio has surely tested it over the past few weeks. I can’t promise future results, but I can promise my full commitment to doing everything I can to get you back into the green. Staying patient and committed through the rough patches is often what makes the difference in the long run and I’m determined to make that journey worthwhile for both of us.

$TSM - Our position in TSMC was automatically closed at 260$, giving a nice +35% profit since opening it on 15/05/2025. (Sorry I wasn’t available for copy at that time) I remain bullish on the company, but I’m happy with these gains. I’ve set price alerts at 230$, and if it dips below 226$, I’ll be considering a re-entry. $NIO - The stock dropped almost 10% today following a share offering. That’s always frustrating news, but my stance on NIO should be clear by now: I continue to believe in the long-term story despite the bumps along the way. $KLAR - Klarna went public today and although I’m not interested in buying during the early days of the IPO, I am interested since they’re active in the buy now, pay later market, similar as $XYZ which is already part of my portfolio. I’ll be monitoring them closely over the next months. With several positions closed this week, I now hold almost 10% cash in the portfolio. I’ll be looking for new swing trade opportunities, any companies you think I should add to my portfolio? Lets hope this was my last message of the week!

I’m happy with that because my faith in $CRYPTO10 has weakened over the year and over the last few years there’s been a serious cooldown on alt-coins I used to hold ( $ADA $TRX …). I’ve made my decision that I’ll avoid crypto for now, although I will keep my eyes on it and when there are extreme movements I’ll reconsider entering a new position, but in which coin… My overall idea of the current alt-coin market is that we’re not focusing on the quality of a project, its purpose and what the team would like to achieve, but that we’re constantly looking for the next best coin. This behavior is in my opinion destroying the crypto market, on top of that we have rug pulls organized by presidents or other influencers, which is also not adding to the credibility of the market… I am contemplating with the idea of adding a large and longterm $BTC position to my portfolio, but now is not the time (yet). The only coin that I’m willing to add/increase is $TRX , its still an underdog between the alt-coins and the only project that has been somewhat predictable. Don’t get me wrong, I do believe there’s still money to be made with Crypto, I’m just not willing to risk it. Not financial advice.

For my +75 copiers and anyone considering copying me, I need you to understand the risk score that eToro gives to any profile. The risk of my portfolio has been set at a 6/10 for the last 7 days. The higher the number, the higher the volatility. It’s important you understand what this really means: - A higher risk score doesn’t necessarily mean I’m taking reckless decisions, it simply reflects that some of my positions (like $NIO) move up and down more than average. - Volatility is part of the market. While it increases the risk score, it also offers opportunities if we remain patient and disciplined. - If you are copying me, know that short-term fluctuations are normal, but my goal is consistent growth over the long run. I would like to bring down my risk score into the range of 2 to 4, but to do so I would need to sell some $NIO, which I’m not planning to do at this point in time. The stock price is currently bouncing on its lower resistance, if it breaks this resistance, we might see a drop of 10-20%, which means 5-10% overall of my portfolio. I can only recommend reading yourself into Nio as a company and review their financials, after that you'll be hoping that it will drop so you can load up some more of this goodness ;-). 𝗔 𝗻𝗼𝘁𝗲 𝗼𝗻 𝘀𝘁𝗼𝗽 𝗹𝗼𝘀𝘀𝗲𝘀 If you are copying me, make sure your stop loss is set in a way that its inline with my risk score. Setting it lower might cause your copy to close during normal market volatility, even if my strategy is still intact. I recommend checking your copy stop-loss settings and adjusting them so they align. In case you haven't copied me already, but you're not up for such a high volatility, you can still copy me and mitigate this problem by opening a smaller position every month instead of all at once. 🔴 Note that September is statistically wise a red month! Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future results.