Hello everyone,
I just wanted to share my portfolio and my thoughts on it. I would be interested to know what you think?
$NET (-4,51%) AI enabler, Technology Leader, Edge Computing Energy Efficient
$ASML (-5,06%) AI megatrend, currently quasi-monopolist, strong momentum
$BNTX (-2,88%) 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
