Hello everyone,
I just wanted to share my portfolio and my thoughts on it. I would be interested to know what you think?
$NET (-4,06 %) AI enabler, Technology Leader, Edge Computing Energy Efficient
$ASML (-0,29 %) AI megatrend, currently quasi-monopolist, strong momentum
$BNTX (+0,22 %) 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
