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News & Videos
Welcome to our news & videos page. Here you can see the latest YouTube and Twitch videos from Jay, plus our latest blogs.
In The Press
“Smith, better known online as Jaynemesis, drives the investment decisions of more than 21,000 people with $40 million in assets who copy his trades on a digital platform called eToro. When he loads up on shares of FedEx, so do they, and when he shorts the Nasdaq index, they do that, too..”
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Blog Posts
๐๐ฒ๐ฝ๐ผ๐๐ถ๐๐ถ๐ป๐ด ๐๐๐ป๐ฑ๐ ๐ถ๐ป๐๐ผ ๐บ๐ ๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ
Like last year, I plan on depositing additional funds into my portfolio on the 1st of May 2026. You can choose to add funds yourself, or take no action and eToroโs algorithm will automatically re-sync your copy to my portfolio. See below for all the key information you need - Why, When and Copier Considerations. ๐๐๐ฎ? I believe adding funds annually to my account demonstrates my commitment to eToro and my copiers because it ensures my incentives are fully aligned with my co
Apr 22 min read
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Mixed Messages on Iran
A lot has happened in the week since my last update on the Iranian conflict, so I wanted to provide a brief update on where things stand now and my approach. Strait of Hormuz Status As of writing this, the Strait of Hormuz is still closed. Official tracking shows no ships passing through the strait over the past 24 hours, although it appears a handful of ships have been turning off transponders before navigating their way through. The US announced a $20BN insurance backstop a
Mar 232 min read
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Iran Update
Iโm sure most of you have seen the news over the past 24 hours that the US and Israel launched a joint operation against Iran. A lot has happened already, and the situation is ongoing, but I wanted to write a quick update ahead of markets opening tomorrow. What can we expect, what are some potential ramifications, how might this impact markets, and my portfolio. Please Note: As I was writing this post more events have unfolded, including Iran attacking energy infrastructure d
Mar 116 min read
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๐๐ฎ๐ป๐๐ฎ๐ฟ๐ ๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐จ๐ฝ๐ฑ๐ฎ๐๐ฒ
New year, New positions, New Portfolio Update! January kicked off 2026 with quite a bit of volatility for what ultimately turned out to be a sideways month. Quite a lot of news shook up the markets in January causing quite a lot of noise and volatility. Geopolitics especially took center stage, as Iโll explain in the Markets & News section. It was also an extremely busy month for my portfolio, with significant rebalancing, and re-opening positions in some old portfolio staple
Feb 253 min read
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Electricity and Data Centers
Iโve discussed this topic extensively over the last few years. Feel free to check out my previous posts about AIโs demand for electricity here: https://shorturl.at/GHJwc https://shorturl.at/5DuMD The US Department of Energy (DOE) released a report last year projecting that data centers could consume as much as 12% of all US electricity by 2028, up from around 4.4% in 2024. The International Energy Agency estimates that global electricity demand from data centers will mor
Jan 136 min read
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November Portfolio Update
November was a painful month for my portfolio with a loss of just over 5%. This meant the portfolio dropped from 24.09% at the end of October to 17.84% by the end of November. I made quite a few tweaks to the portfolio through the month, mostly an effort to consolidate the portfolio more by reducing the number of positions held. There were also some earnings releases, a couple of which impacted the portfolio. Key Metrics November Portfolio Performance: -5.05% November S&P 500
Jan 83 min read
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Reflections on the 4th Annual eToro Popular Investor Summit in Cyprus
Many of you have already seen social media content or posts in the feed from other Popular Investors who flew out to Cyprus for the 4th annual eToro Popular Investor summit. Iโm here to add to those posts and share my thoughts after a few days back home from the event. Insights from the OGs Perhaps Iโm getting old, but I particularly enjoy talking to the OG popular investors whoโve been doing this for as long as I have. Speaking with Jeppe Kirk Bonde is always insightful. His
Nov 5, 20253 min read
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Understanding the Basics of Investing
Todayโs post isnโt an analysis of a company, discussing an investment theme, or thesis. Itโs going back to the basics. Why do we invest? What is compounding growth? How powerful is it?
Oct 23, 20254 min read
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The Impact of AI Slop on Investment Strategies
AI Slop - Weโve all seen it in one form or another; low quality marketing imagery, poorly written social media comments and weird Instagram videos that defy logic. In todayโs post, Iโll look at how the tidal wave of AI slop is impacting the internet, and how that translates into my investment approach.
Sep 28, 20256 min read
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