David Van Delm

Thematic Growth & Tech Momentum 🚀Welcome to Van Delm Next Generation. This Wikifolio focuses on high-conviction growth stocks and powerful market megatrends. About the Manager: I am a passionate private investor with a strong focus on high-growth technology sectors. My investment journey is driven by a deep interest in how innovations like Artificial Intelligence, Quantum Computing, Space, and Future Mobility are reshaping our world. My approach is characterized by a high-conviction, long-term perspective. I don't just look at the stock price, but at the fundamental 'pick-and-shovel' infrastructure behind global megatrends. Currently, my personal portfolio has demonstrated solid performance (reaching a ~20% return), which I now aim to institutionalize through this Wikifolio. I spend several hours a week analyzing market trends, quarterly earnings, and technological breakthroughs to ensure the portfolio remains positioned for the 'Next Generation' of growth. Our Strategy & Approach: Core Focus: Targeting industry leaders with unmatched pricing power and structural tailwinds (e.g., Artificial Intelligence, semiconductors, and next-gen tech infrastructure). Catalyst Driven: We capitalize on definitive fundamental shifts. A prime example is our positioning in Nvidia (NVDA), which recently delivered an outstanding $81.6B revenue quarter. This doesn't just validate our core thesis; it serves as a massive catalyst lifting the entire tech ecosystem. Active Management: Combining structural long-term conviction with disciplined risk management to maximize upside while navigating short-term market consolidation. We are currently in the final days of our test phase and need just a few more reservations to launch our official investable certificate. If you want to ride the wave of the next generation of tech leaders, please hit the "Reserve" button today to support our launch! Disclaimer: I am not a financial advisor. This is for informational purposes only. Past performance does not guarantee future results. Please do your own research. mehr anzeigen