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Investment analysis, market commentary, and portfolio updates from two professional eToro investors.

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Latest 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...

8 days ago
5

This Question Separates AI Winners From Losers: Are AI Investments Growth CapEx or Maintenance CapEx?

Hyperscalers are spending somewhere north of $400 billion on AI infrastructure this year. Microsoft , Google , Meta , Amazon , Oracle . Every earnings call has the same shape. Capex is up. Guidance is up. Margins are pressured but mana...

20 days ago
9

Why I'm Not All-In On Vertiv Yet

Every time you read about a new data centre being built or another $50 billion AI investment, there’s a company most people have never heard of that gets paid before the first GPU is online.

Vertiv makes the power and cooling infrastructu...

23 days ago
9
2

Tesla Ahead of Earnings: Are Investors Still Buying the Hype?

It has been a rocky start to the year for Tesla. The stock has shed approximately 9% since the beginning of the year, and first-quarter delivery numbers fell short of both analyst expectations and management’s own targets. Investors are now...

a month ago
3

Visa & Mastercard — A Classic Undervalued Stalwarts Story

Visa is down more than 15% from its July 2025 high. Mastercard is down 13.5%. Both businesses are still growing earnings. Both are among the most defensible franchises in global finance. And both are now trading well below where the market...

a month ago
14
2

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  • Jakub Rochlitz

    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.

  • Daniel Rochlitz
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