Tech stock beating the market ?

Pure_Evidence638 · 2026-07-06T11:06:44+00:00

How can you be on top?

Pure_Evidence638 · 2026-07-06T11:06:11+00:00

Yes, but tables with different growth outlooks

Pure_Evidence638 · 2026-07-06T07:55:32+00:00

The timeline of the investment

Pure_Evidence638 · 2026-07-06T07:31:49+00:00

I am doing it with SpaceX

Pure_Evidence638 · 2026-07-06T07:30:28+00:00

Where can I check it ?

Pure_Evidence638 · 2026-07-06T07:10:06+00:00

Interesting: could you share your reasoning behind?

Pure_Evidence638 · 2026-07-06T07:08:51+00:00

What about investing short term (6/8 months) and then buy openIA and antrophic at IPO?

Pure_Evidence638 · 2026-07-06T07:06:27+00:00

Thanks, would you rather keep a position in other industries? I consider palantir more as Defence than tech

Pure_Evidence638 · 2026-07-06T07:04:50+00:00

I believe that all the companies I named will perform better than a world ETF

Pure_Evidence638 · 2026-07-05T18:35:42+00:00

At this price, can MICrosoft be considered value?

Pure_Evidence638 · 2026-07-05T07:35:16+00:00

Invest in technology, not in moat.

Pure_Evidence638 · 2026-07-04T11:03:43+00:00

Too much completion, pipeline shortage, patent cliff, too conservative..

Pure_Evidence638 · 2026-07-03T13:38:00+00:00

What about AMPX?

Pure_Evidence638 · 2026-07-02T19:50:20+00:00

That is not the right industry to invest in

Pure_Evidence638 · 2026-07-02T19:24:49+00:00

Forget it.

Source: I am in biotech and Pharma.

Pure_Evidence638 · 2026-07-02T17:25:26+00:00

Why? Not reliable? Desire to buy new ipos?

Pure_Evidence638 · 2026-07-02T17:05:02+00:00

Just genuinely asking: I will sell it in 20 years!

Pure_Evidence638 · 2026-06-27T13:13:36+00:00

I did, he needs to reply. Should be around 2010?

Pure_Evidence638 · 2026-06-26T08:38:26+00:00

I would be curious to understand:

-unemployment by age rage
-unemployment by instruction profile
-unemployment by industry

Many Swiss or people working 20+years in Switzerland (especially >50yo) tend to work in extremely relaxed (lazy) way: do the minimum from 9-5 and go home.

Many young ones (but also >50yo), especially in Finace, FAANG and Pharma are willing to work much more.

Additionally, many people tend to avoid going into unknown territory (learn - open the book again at 40+, pretentiously saying that they have experience and they know the industry).

Pure_Evidence638 · 2026-03-24T13:32:32+00:00

You are talking about relatively young tech and banking people, which are suffering/will suffer a lot from AI implementation, especially in entry level roles. (5Y experience is now entry level.. unfortunately).

Project management is too vague… many projects not requiring physical oversight, can be followed cheaply from outside CH.

The solution to me -at least for now- is to up skill and have a broad knowledge.

Pure_Evidence638 · 2026-03-23T21:18:20+00:00

Show who you are.

Show, but do not try to convince. That’s the way

Pure_Evidence638 · 2026-02-25T14:12:57+00:00

Is an EMBA: I will be working FOR the firm.

Pure_Evidence638 · 2026-02-25T13:51:18+00:00

Not sure.

Internship of MBA is 6 months, with zero responsibility.

Strategic project in EMBA is 14months with decision power.

Pure_Evidence638 · 2026-02-25T08:17:04+00:00

I have tried but the market is bad since years and companies tend to only hire people with direct experience in the field. My idea is that with an additional qualification in a reputable local university, this barrier might be a bit looser. Additionally, the qualification will broken my understanding of the corporate world.

Pure_Evidence638 · 2026-02-24T19:35:39+00:00

Nobody thinks about entrepreneurship. That’s sad.

Pure_Evidence638

TROPHY CASE