Andrei Franco

Long-term investor with a mix of growth and value equities in my portfolio and part of the @eToro Pro Investor program.

[Andrei Franco @AndreiFranco17]

@LongGameEquity Both ! Why you have to choose

[Andrei Franco @AndreiFranco17]

@milkromedabot @StockSavvyShay True lol 😂

[Trade With Congress @tradewithcong]

They might know something ✍

As of right now, 4 different politicians have bought the dip on $ZTS Zoetis

- Gil Cisneros
- Ro Khanna
- Chuck Fleishman
- Byron Donalds

Why?

Zoetis is the pet pharmaceutical company that developed Librela, a painkiller for dogs with arthritis

Librela has been under FDA safety scrutiny since late 2024

Khanna and Donalds are members of a House Oversight subcommittee that has extensively dealt with pharmaceutical regulations

[Fiscal.ai @Fiscal_ai]

Zoetis is now in a 71% drawdown and trading at its lowest valuation ever.

EV/EBIT: 10.7x

$ZTS

[Bilaal- BD investing @bdinvestingg]

THE AI ECONOMY — 5 LAYERS

Layer 1 — Power & Energy
$GEV $VST $CEG $PWR $BWXT $CCJ $UEC $BE $VICR $NVTS $FCEL $FPS

Layer 2 — Compute & Semiconductors
$NVDA $AVGO $AMD $TSM $ASML $ARM $MU $MRVL $LITE $COHR $GLW $WDC $SNDK $AAOI $AXTI $AEHR $INTC $SKHY

Layer 3 — AI Infrastructure
$ORCL $DELL $VRT $NBIS $CRWV $IREN $APLD $HPE

Layer 4 — Intelligence & Models
$GOOGL $META $AMZN $SPCX

Layer 5 — AI Software & Applications
$PLTR $NOW $SNOW $NET $TSLA $GTLB $DOCN $FSLY

[The Future Investors @ftr_investors]

AMD is now the 4th U.S. semiconductor company to surpass the $1T market cap milestone 🔥🚀

🟢 $NVDA | Nvidia - $5.5T
🔴 $AVGO | Broadcom - $1.7T
🟣 $MU | Micron - $1.2T
🟠 $AMD | AMD - $1.0T

What is your favorite pick for the next 3 years? 👀👇

[Andrei Franco @AndreiFranco17]

Huge day for two of my holdings — and they're connected 👇

🔥 $META launched its AI agent Muse → shot to #1 on the App Store. Stock +11%.

💥 That reignited chip demand → $AMD +10% to an all-time high, crossing $1 TRILLION in market cap for the first time ever.

The link: AI agents run heavily on CPUs — AMD's exact strength. Meta's hit product = AMD's demand story.

[Wall St Engine @wallstengine]

$AMD is now officially a trillion-dollar company.

[Andrei Franco @AndreiFranco17]

My portfolio last week: +1.79% 📈 — green in a week the Fed HIKED rates and yields hit 5%. That's holding quality through noise.

🟢 $AMD +15.3% (AI still gets rewarded)
🟢 $BTC +7.07%
🟢 $META +1.31%
🔴 $NFLX -10.22%
🔴 $SE -6.41%
But here's the thing — NFLX and SE are my two newest positions. I'm still building them.

$AMD $NFLX $SE #investing #stocks

[Andrei Franco @AndreiFranco17]

@LongGameEquity Looks like my portfolio 😂

[LongGameEquity @LongGameEquity]

$AMD and $META remain over 50% of my portfolio.

$AMD: Agentic AI is driving a new wave of compute demand, with MI450 positioned to benefit.

$META: 3.6B+ people across its platforms gives it an enormous audience to cross-sell AI-powered products and services.

The fundamentals behind both are why the conviction remains high.

[Shay Boloor @StockSavvyShay]

$AMD is reportedly preparing to raise chip prices by ~10% as higher $TSM wafer costs flow through to customers.

The increases are expected to hit AI accelerators and consumer GPUs starting in Q4 as advanced node manufacturing gets more expensive.

[Evan @StockMKTNewz]

$AMD is reportedly planning a 10% price hike

[Andrei Franco @AndreiFranco17]

The Fed just hiked rates — first time in 3 years. 🏦

▪️ +25bps to 3.75-4%
▪️ 10-year Treasury hit 5% — highest since 2007
▪️ Oil above $108, keeping inflation sticky
A hawkish Fed + 5% yields is a real headwind for growth stocks. I won't pretend otherwise.
But notice what held up yesterday: AI + chip names. $AMD +2%, Qualcomm +4%. Money still flows to real earnings.

One hike doesn't break good businesses. I've got cash ready and I'm not forced to sell anything.

Higher rates test patience. That's the one thing I'm never short of. 💪

#investing #stocks #Fed

[Andrei Franco @AndreiFranco17]

@robchamo For sure 👍🏻

[Andrei Franco @AndreiFranco17]

@PlantInvestor16 Seems like a good opportunity!!

[PlantInvesting 🌾 @PlantInvestor16]

$GRAB is trading at the lowest forward P/S and EV/S

And this is while analyst projections are likely underestimating both heavily, especially following the Atome acquisition.

This name is dirt cheap due to poor macro, which will eventually clear. A fanastic opportunity to build a strong, longterm position and watch it sore!

[Coin Bureau @coinbureau]

🚨BREAKING: The Fed RAISED interest rates by 25 bps to 3.75%–4%, with a forecast of another 25 bps by year end.

This is the Fed's FIRST hike since July 2023.

The decision was unanimous, with a 12–0 vote.

• 12 of 18 officials see one more hike this year, taking rates to around 4.1%.

• 4 see two more hikes, taking rates to around 4.4%.

• 2 see no further hikes, leaving rates around 3.9%.

Median rate projections stand at 4.1% for end-2027 and 3.9% for end-2028. The longer-run estimate rose to 3.2% from 3.1%.

The Fed also raised its 2026 inflation forecasts by 0.1 percentage point each, to 3.7% for headline PCE and 3.4% for core PCE.

It says growth remains solid and inflation elevated, with today’s hike supporting a faster return to its 2% target.

[Fiscal.ai @Fiscal_ai]

NuBank's deposits by year:

Q2 '21: $7.5B
Q2 '22: $13B
Q2 '23: $18B
Q2 '24: $25B
Q2 '25: $37B
Q2 '26: $45B

Customer deposits have grown at a 43% CAGR over the last 5 years.

$NU

[Andrei Franco @AndreiFranco17]

@cryptocom Definitely can not retired if you hold Cronos!!