Exactly one year ago, on April 1st, 2024, I published the article “AFTER BITCOIN DID IT, NOW GOLD IS SOUNDING THE ALARM“. At that time, when the gold price stood at ~2,300 USD/oz and Bitcoin at ~69,000 USD/BTC (compared to ~3,100 USD/oz and ~83,000 USD/BTC respectively today), I stated: “Now,...| JustDario
This year’s GTC 2025 confirmed what many observers already realized back in January after Jensen Huang’s presentation at CES 2025: the AI Narrative cultivated by Nvidia since 2021 doesn’t trigger the same excitement that it used to anymore. This narrative, based on the prospect of the nearly infinite potential of...| JustDario
More than a month ago in “WHY MAKING AMERICA GREAT AGAIN IS SUCH A BAD NEWS FOR MANY (GREEDY) US INVESTORS” I warned about how those companies that would suffer the biggest impact from US tariffs on foreign countries were, paradoxically, US companies. Why? Companies like Apple spent years building...| JustDario
TLDR: A walk through my personal investments and their rationale| JustDario
SECTION 899: THE NUCLEAR TARIFF| JustDario
THE AI END GAME: WINNER TAKES IT ALL AND EVERYONE ELSE LOSES MASSIVELY| JustDario
