Hello everyone,
I just wanted to share my portfolio and my thoughts on it. I would be interested to know what you think?
$NET (+0.35%) AI enabler, Technology Leader, Edge Computing Energy Efficient
$ASML (+3.47%) AI megatrend, currently quasi-monopolist, strong momentum
$BNTX (+0.6%) MRNA technology use in oncology, interesting pipeline
$RACE AI creates more super-rich, luxury benefits
$ABNB Travel market continues to shift towards online, younger age groups use more AirBNB, trend towards longer stays abroad
