20251118 energy shortages

Here’s a list of major electricity-generation companies that could benefit from the growing power demand from data centres (including AI/data-centre build-out) in the short- to mid-term, along with a brief rationale for each. This is not investment advice, but rather...

20251116 NVDA hedging

🎨 SCHÉMA DU COLLAR (exemple NVDA) Données de l’exemple : Cours NVDA actuel : 195 $ Put acheté : strike 193 $ (protection) Call vendu : strike 245 $ (plafond de gain) Échéance : Décembre 2026 (~13 mois) Coût net du collar : 5 % ≈ 9,75 $/action 🧾 1. Logique du Collar...

20251104 croissance, PER, et performance boursière

Relation Croissance/PER/Performance boursiere  Publié le 4 novembre 2025 | Par Max 🌱 1. Croissance du Chiffre d’Affaires (CA) Effet sur le PER et la performance boursière : Une forte croissance du CA (soutenue et crédible) tend à augmenter le PER, car les...

20251102 major information platforms for investors

🧩 The Best Investment/Research Platforms for Long-Term Investors If you’re a mid- or long-term investor focusing mainly on U.S. markets — and sometimes the E.U. — the right combination of tools can give you an edge.With so many platforms out there, from free screeners...