Portfolio Analyzer — 10/07/2026 18:10

🌍 Contexte Économique

Indice	Variation	Cours
S&P 500	▲ +0.14%	7 554.46
CAC 40	▲ +0.15%	8 338.97
Nikkei 225	▲ +1.20%	68 557.73

📉 Tendances — Performance Normalisée (Base 100)

Performance normalisée base 100 de toutes les positions

Chaque courbe représente la performance d'une valeur normalisée à 100 au premier jour disponible. La ligne pointillée à 100 est la référence (prix d'entrée).

📈 Positions Détenues

JCDecaux DEC.PA

🔵 ACHAT MODÉRÉ

21.28 EUR

Cours ▼ -0.37%

42.56 EUR

Valeur marché

+ +7.02 EUR (+19.8%)

P&L Brut

+ +3.04 EUR (+8.6%)

P&L Net

7.09/10

Score global

Sentiment 🐂 Bull —% / 🐻 Bear —%

Momentum → — 1M: — · 3M: — · 6M: —

💬 Actualité récente RSS Yahoo Finance

JCDecaux : Half-year liquidity contract statement for JCDecaux SE | JCDecaux renews Heathrow advertising contract for 8 years | VivaTech 2026: JCDecaux unveils “Le Bus Shelter” and the groundbreaking digital experience “Unlimited DOOH”

CoreWeave CRWV.US

🔵 ACHAT MODÉRÉ

77.93 EUR

Cours ▲ +0.00%

155.86 EUR

Valeur marché

- -31.96 EUR (-17.0%)

P&L Brut

- -45.86 EUR (-24.4%)

P&L Net

6.28/10

Score global

Sentiment 🐂 Bull —% / 🐻 Bear —%

Momentum → — 1M: — · 3M: — · 6M: —

💬 Actualité récente RSS Yahoo Finance

CBRS' European Expansion Strengthens AI Growth Story: What's Ahead? | Meta Platforms Jumps 6% on AI Cloud Ambitions: Can It Challenge Amazon and CoreWeave? | Backblaze (BLZE) Is Up 14.1% After $335 Million CoreWeave AI Storage Deal Announcement - Has The Bull Case Changed?

Credit Agricole SA ACA.PA

🟡 GARDER

17.49 EUR

Cours ▲ +0.23%

174.90 EUR

Valeur marché

+ +5.90 EUR (+3.5%)

P&L Brut

+ +1.92 EUR (+1.1%)

P&L Net

4.93/10

Score global

Sentiment 🐂 Bull —% / 🐻 Bear —%

Momentum → — 1M: — · 3M: — · 6M: —

💬 Actualité récente RSS Yahoo Finance

CREDIT AGRICOLE SA: Crédit Agricole now stands at 29.3% of Banco BPM’s share capital | Morgan Stanley Among Banks Challenging Growing Dollar Optimism | CREDIT AGRICOLE SA: Worldline’s partnership with Crédit Agricole is evolving with the acquisition of 100% of CAWL by Cré…

Palantir Technologies PLTR.US

🟠 À ÉVITER

111.02 EUR

Cours ▲ +0.00%

222.04 EUR

Valeur marché

- -16.08 EUR (-6.8%)

P&L Brut

- -29.98 EUR (-12.6%)

P&L Net

4.43/10

Score global

Sentiment 🐂 Bull —% / 🐻 Bear —%

Momentum → — 1M: — · 3M: — · 6M: —

💬 Actualité récente RSS Yahoo Finance

Rackspace Technology's Enterprise AI Buildout Could Generate Up to $600 Million in Annual Revenue, RBC Says | Palantir (PLTR) Lands First Latin America Commercial Customer With GNP And Rackspace | PLTR Is Back At A Level It Has Defended Before

Abionyx Pharma ABNX.PA

🔴 VENDRE

1.85 EUR

Cours ▼ -4.54%

18.52 EUR

Valeur marché

- -19.88 EUR (-51.8%)

P&L Brut

- -23.86 EUR (-62.1%)

P&L Net

2.0/10

Score global

Sentiment 🐂 Bull —% / 🐻 Bear —%

Momentum → — 1M: — · 3M: — · 6M: —

💬 Actualité récente RSS Yahoo Finance

ABIONYX Pharma: Monthly Statement of Total Voting Rights and Shares Forming the Company’s Share Capital | ABIONYX Pharma: Half-Year Review of the Liquidity Agreement Entered into with TP ICAP (Europe) SA | ABIONYX Pharma is Scaling up Its Operations After Securing the Resources Needed to Achieve Its Goals and Is Embarking on…

🏆 Synthèse & Recommandations

Valeur	Valeur Marché	P&L Net	Score	Recommandation
JCDecaux	21.28	42.56	+7.02 (+19.8%)	⚪ +3.04 (+8.6%)
CoreWeave	77.93	155.86	-31.96 (-17.0%)	⚪ -45.86 (-24.4%)
Credit Agricole SA	17.49	174.90	+5.90 (+3.5%)	⚪ +1.92 (+1.1%)
Palantir Technologies	111.02	222.04	-16.08 (-6.8%)	⚪ -29.98 (-12.6%)
Abionyx Pharma	1.85	18.52	-19.88 (-51.8%)	⚪ -23.86 (-62.1%)
NVIDIA	IA / Semi-conducteurs	182.95 EUR	^ +0.00%	⚪ Meta Is a Buy at $630 Despite 2026 Chop and Here’s Why
Microsoft	IA / Cloud	335.76 EUR	^ +0.00%	⚪ Is It Time To Buy The Dip On Microsoft Stock?
Coinbase	Crypto / Fintech	139.49 EUR	^ +0.00%	⚪ Circle Stock Rallies On National Bank Approval. ARK Buys More Shares.
LVMH	Luxe / Consommation	489.90 EUR	^ +0.00%	⚪ Half yearly report on LVMH’s liquidity contract with ODDO BHF SCA
TotalEnergies	Energie	68.38 EUR	v -0.64%	⚪ TotalEnergies exports first cargo from ECA LNG plant to Asia
Airbus	Aeronautique / Defense	197.26 EUR	^ +0.00%	⚪ Airbus to Supply H125 Helicopters to US Customs and Border Protection

📂 Historique des Rapports

Date	P&L Net	VM	Positions
Chargement…