Michal Hámor Creator

Revenue exactly in line with plan, earnings above expectations—and the stock still fell ~5% after earnings in after-hours trading.

I went through the shareholder letter, financial statements, and the entire call with management. Here’s what stood out to me most 👇

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🧠 ARTIFICIAL INTELLIGENCE IS NOT JUST OPENAI AND ANTHROPIC

When people talk about the return on investment in AI, the discussion often narrows to ChatGPT and Claude. How many subscribers they have, how much they spend on computing power, and whether they can meet their obligations.

These are important questions. But you cannot assess the entire AI industry by looking at the…

🚨 Samsung −9.48%. SK hynix −11.06%. Is the memory stock sell-off an opportunity or a trap?

When stocks fall by double digits, it's easy to feel the market is handing out discounts. But a lower price doesn't yet mean a good buy. What matters is whether it has fallen more than the business value.

📉 NUMBERS SHOWING THE SCALE OF THE SELL-OFF…

$ASML: Record quarter and demand for machines all the way to 2030. Why is that alone not enough for a sharp rise in the stock? 👇

ASML is growing, raising margins, and customers want machines years in advance. But when investing, it's not enough to look at records. What matters is what created them, whether they will last, and how much of the future growth is already priced into…

📊 Weekly view: what happened in the markets and what I'm watching now

Hello, investors.

Last week brought strong TSMC revenue, a weaker PepsiCo outlook, and pressure on European banks. The Fed minutes reminded us that cheaper money is not a given.…

⚛️ $VST – the market still gives me an opportunity to keep building my position.

I started buying Vistra on May 13, 2026. Today it makes up approximately 3.7% of my portfolio, my average purchase price is $147.40, and at a price around $140 I am about 5% in the red.

But for me, that doesn't mean the investment isn't going according to plan. In long-term investing, I don't judge…