Stefan Uleia
Stefan Uleia @StefanULS

Výkonnost
Vše

-0.46%2026
2026
29.84%2025
2025
50.18%2024
2024
48.74%2023
2023
38.09%2022
2022
5.85%2021
2021
50.2%0%-50.2%
Stefan Uleia
Happy New Year, everyone! 🎉 2021 to 2025 was a full 5 year stretch of continuous growth for my portfolio. Five different market environments, same mission: protect capital first and compound over time. The $SPX500 finished 2025 up about 17%, the $NSDQ100 about 20.8%, and the $DJ30 about 13.3%.... Zobrazit více Přeložit
Stefan Uleia
$NVDA (NVIDIA Corporation) biggest move yet in AI hardware Nvidia just announced its largest deal on record, acquiring key assets and licensing advanced AI inference technology from Groq for around USD 20 billion. Groq focuses on ultra low latency AI inference chips, where speed, efficiency, and real... Zobrazit více Přeložit
Stefan Uleia
@theijboer , thank you for your trust and for being part of this journey from the very beginning. Hope to see you back soon! 🙏 Přeložit
Stefan Uleia
🎅 Last year Santa brought markets AI enthusiasm. What do you think Santa brings markets to ride in 2026? The US economy just delivered a strong signal into year-end. GDP grew 4.3% annualized in Q3, the fastest pace in two years, supported by resilient consumers, solid business spending, and calmer... Zobrazit více Přeložit
🤖 AI productivity breakout
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⚡Energy & infrastructure boom
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💸Lower rates
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❓Black Swan
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Stefan Uleia
Europe’s Industrial Reset⚡🤖 After a year dominated by tariffs and uncertainty, Europe’s industrial sector is quietly setting up for a strong 2026 rebound. Bloomberg Intelligence points to ~13% EPS growth in 2026 vs ~6–7% in 2025, and what I like here is that the drivers are structural, not “one-quarter... Zobrazit více Přeložit
Stefan Uleia
After years of uncertainty, TikTok’s U.S. operations may finally be resolved. But the real story here isn’t TikTok it’s $ORCL (Oracle Corporation) 🔹 Oracle becomes essential, not optional In the new structure, Oracle is not just a cloud provider. It will: 1. store all U.S. TikTok user data 2. secure... Zobrazit více Přeložit
Stefan Uleia
CPI in the Driver’s Seat Markets closed lower yesterday as investors digested mixed signals ahead of key macro data. Tech weakness especially in AI-linked names combined with rotation into value drove a broad pullback. The $NSDQ100 underperformed, pressured by $ORCL (Oracle Corporation) and semiconductors,... Zobrazit více Přeložit
Stefan Uleia
A great year for AI 🤖📈 2025 was a strong year for investors even if it wasn’t a straight line up. More than ever, it was a year where strategy mattered more than predictions, especially during the seasonal volatility spikes like the “Liberation Day” whipsaw and the carry-trade driven selloffs that... Zobrazit více Přeložit
Stefan Uleia
Which factor do you expect to dominate equity returns in Q1 2026? 👇 US stock futures are starting the last full trading week of 2025 on a firmer note as the tech selloff cools off, and the overall tone from strategists is still pretty bullish for 2026. Citi, for example, is talking about robust earnings... Zobrazit více Přeložit
Rates📉
100.00%
Earnings📊
100.00%
need more data 🤷‍♂️
100.00%
Stefan Uleia
📉 AI reality check on Wall Street Tech-led selling hit hard today: the $NSDQ100 sank about 1.5% (down ~1.9% at the lows) and the $SPX500 fell around 1%, while the Dow held up better but still slipped ~0.6%. Higher bond yields didn’t help valuation-heavy growth stocks. $AVGO (Broadcom Inc) showed... Zobrazit více Přeložit

O mně Stefan Uleia
Rumunsko
Strategie: Multi strategie

Data-driven investing | 8+ y exp | $6M AUC | 33.47% avg return | Building long-term wealth
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