We have a new Investor's Letter out, featuring my view on the datacenter/AI boom, Chinese fintech, and much much more. read it here: ararfund.com/wp-content/u...

$BFIT $JFIN $QFIN $FINV $GOOG $GOOGL $NVDA $MSFT $ORCL $META $AMZN

We had a great Feb&March, read our Investment Letter here: ararfund.wordpress.com/wp-content/u... . Let's hope our macro item is not as prognostic as the last one 😅. Definitely worth a read if you want to look beyond the tariffs.

$JXN $GOOG $BFIT $FLOW

So *everything* is being sold this morning, but I think there are quite some winners here. Who will correct me, if you please

#deepseek #AI $NVDA $GOOG $MSFT $AMZN $AAPL

Read our New Year's letter here: Including all ingredients why the S&P500 will underperform in 2025: ararfund.com/wp-content/u...

Check out the website to receive updates by e-mail: ararfund.com

$JXN $GOOGL $GOOG $ONEW $TSLA $AMZN $NVDA $META