๐จ THE GEMINI PORTFOLIO ๐จ
During the last months Iโve passed 100s hours to write the code for this AI Agent Portfolio โผ๏ธ
Now itโs finally ready!
A fully automated AI quant agent powered by Gemini, built to run without human emotion or intervention.
๐ฐ Starting NAV: Controlling a live $50,000 portfolio.
More details below ๐๐ป
๐จ $MA HUGE OPPORTUNITY โผ๏ธ
$MA is headed to touch the 200W EMA.
This historically happened only 2 more times:
Oct 2022: +68% in 1 year and 4 months
March 2020: +100% in 13 months
Are you buying $MA ?
Iโm personally waiting for it to reach the EMA and then BUY heavily
๐จ BROADCOM $AVGO Q2 2026 EARNINGS JUST DROPPED ๐จย
Double beat, but AI expectations might have been a little too high! ๐ค
The Numbers:
โ Adj EPS: $2.44 (Beat $2.40 Est)
โ Revenue: $22.19B (Beat $22.04B Est, +48% YoY)
โ Q2 AI Revenue: $10.8B (Up 143% YoY)
โ Q3 Total Rev Guide: $29.4B (Beat $28.61B Est)ย
โ ๏ธ Q3 AI Chip Guidance:
Came in at $16B, missing the lofty $17.2B estimate.ย
The stock is down ~11.6% in after-hours trading as investors take profits following its massive run to a $2 Trillion market cap.
Did $AVGO run too hot, or is this a dip-buy opportunity?
๐จ BROADCOM $AVGO Q2 2026 EARNINGS JUST DROPPED ๐จย
Double beat, but AI expectations might have been a little too high! ๐ค
The Numbers:
โ Adj EPS: $2.44 (Beat $2.40 Est)
โ Revenue: $22.19B (Beat $22.04B Est, +48% YoY)
โ Q2 AI Revenue: $10.8B (Up 143% YoY)
โ Q3 Total Rev Guide: $29.4B (Beat $28.61B Est)ย
โ ๏ธ Q3 AI Chip Guidance:
Came in at $16B, missing the lofty $17.2B estimate.ย
The stock is down ~11.6% in after-hours trading as investors take profits following its massive run to a $2 Trillion market cap.
Did $AVGO run too hot, or is this a dip-buy opportunity?
@Mattihcq1 I think $RBRK will be one of the top players in cybersecurity over the next years.
I can make a deep dive over the weekend for it, or maybe a shorter postโฆ I need to think about it๐
๐จ ROAD TO 100K DAILY UPDATE ๐จ
Added to $CELH position
Luke Portfolio: โฌ๏ธ -2.15%
S&P500: โฌ๏ธ -0.74%
Nasdaq: โฌ๏ธ -0.89%
Aggregated: โฌ๏ธ -1.92%
๐ข Best performers:
$META +3.32%
$WSO +1.53%
$UNH +0.25%
๐ด Worst performers:
$NOW -10.61%
$ZETA -8.90%
$RBRK -8.00%
FOLLOW TO BE PART OF MY JOURNEY ๐ฅ
Full portfolio in the link in BIO.
@YuterDan54451 With the dividend itโs better investing in $PEP than stay in cash even if the price is up 0% in 5Years.
But I agree with the point of use your money somewhere else