R² Investment Club
Jakub Rochlitz, Daniel RochlitzInvestment analysis, market commentary, and portfolio updates from two professional eToro investors.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 57 | Founded | 2 years ago | Last Issue | a month ago |
| Active | |||||
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rrinvestmentclub.substack.comLatest Issues
Weekly portfolio update - 11. May 2026 - Frothy
Dear investors,
The market currently is in an interesting spot. I will talk more about this topic in the coming days, so consider this post as a part one.
Thanks for reading R² Investment Club! Subscribe for free to receive new posts and...
This Question Separates AI Winners From Losers: Are AI Investments Growth CapEx or Maintenance CapEx?
There is a number sitting at the center of every market conversation right now, and I think most investors are filing it under the wrong heading.
Hyperscalers are spending somewhere north of $400 billion on AI infrastructure this year. Mic...
Why I'm Not All-In On Vertiv Yet
This silent AI infrastructure stock added 300% in the past year, with 30% revenue growth and booming earnings. Is it still the clear winner, or is the market too optimistic?
Every time you read about a new data centre being built or anothe...
Tesla Ahead of Earnings: Are Investors Still Buying the Hype?
Tesla reports Q1 results on April 22. Deliveries missed, inventory is building. Is the future-tech narrative still worth the premium?
It has been a rocky start to the year for Tesla. The stock has shed approximately 9% since the beginning...
Visa & Mastercard — A Classic Undervalued Stalwarts Story
Two of the most predictable businesses in the market are flashing bullish signals. Here's why I bought them both, and how I plan to profit.
Visa is down more than 15% from its July 2025 high. Mastercard is down 13.5%. Both businesses are s...
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Authors
The writers behind this newsletter.
I'm one of the Top Popular Investors and Market Analyst at eToro, where over 1 800 investors copy my strategy. I specialise in tech and AI, combined with undervalued stocks to beat the market year after year.
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