Ydeevne
Alle

7.65%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
Yesterday's session was a classic risk-on move. The $NSDQ100 gained more than 3%, while the S&P 500 and $DJ30 also moved higher as geopolitical tensions eased and mega-cap tech resumed leadership. Over the past three years, the $SPX500 has compounded roughly 78%, driven primarily by the AI... Vis Oversæt
Stefan Uleia
𝐓𝐡𝐞 𝐬𝐭𝐫𝐨𝐧𝐠 𝐝𝐚𝐭𝐚 𝐢𝐬 𝐧𝐨𝐰 𝐭𝐡𝐞 𝐛𝐚𝐝 𝐝𝐚𝐭𝐚 The recent jobs data was remarkably strong. 172k added vs. 85k expected, with unemployment remaining at 4.3%. The upward revisions to prior months (March/April) confirm the labor market's sustained strength. However, this robust data... Vis Oversæt
Stefan Uleia
Been thinking a lot about AI agents lately, and honestly it’s hard not to get excited. We’ve kind of quietly moved past the chatbot phase. The interesting stuff now is agents that actually get work done, like writing code, handling support, running whole workflows on their own. And it’s not just hype... Vis Oversæt
Stefan Uleia
$NVDA (NVIDIA Corporation) just delivered another massive quarter and the AI infrastructure cycle continues accelerating. 📊 Key highlights: Revenue: 81.6B USD vs 78.9B USD expected EPS: 1.87 vs 1.76 $ expected Q2 guidance: 91B USD vs 86.8B USD expected What stands out most is that AI demand remains... Vis Oversæt
Stefan Uleia
For the past few years, the market focused heavily on one question: who can train the biggest AI models? Now the conversation is shifting toward something far more practical: Who can make AI faster, cheaper and scalable enough for daily use? That is why the $CBRS (Cerebras Systems, Inc) IPO matters. According... Vis Oversæt
Stefan Uleia
Back in March, when the Strait of Hormuz situation escalated and markets started panicking over oil shocks, supply chain disruptions, and geopolitical risk, semiconductor stocks got crushed. Fear was everywhere and $AMD (Advanced Micro Devices Inc) was getting sold aggressively. That's exactly... Vis Oversæt
Stefan Uleia
April was a great recovery month for us. After the previous drawdowns and volatility phases, we managed to bounce back strongly and close the month with approximately +13%, which is exactly why patience and conviction matter in the market. A large part of this recovery came from the rebound in high... Vis Oversæt
Stefan Uleia
Markets open this morning to a starkly different mood than Friday's close. Over the weekend, the USS Spruance put a round through the engine room of an Iranian-flagged cargo ship in the Gulf of Oman. Iran shut the Strait of Hormuz again. $EUROOIL jumped back to 95USD, WTI to nearly 90USD, and Vice... Vis Oversæt
Stefan Uleia
After days of tension and honestly some pretty extreme rhetoric, we suddenly get a 2-week ceasefire agreement between the U.S. and Iran, with a plan to reopen the Strait of Hormuz. That one headline changed everything. Oil dropped hard -15%, and you can immediately see how sensitive markets were to... Vis Oversæt
Chasing the pump 🚀
100.00%
Sell 📈📉
100.00%
Stefan Uleia
Trump extends pause on Iranian energy facility strikes to April 6 After days of whipsawing between ceasefire optimism and disappointment, Trump confirmed via Truth Social that the US is extending its pause on attacking Iran's energy infrastructure by 10 days, at Iran's own request. Talks are... Vis Oversæt

Om Stefan Uleia
Rumænien
Strategi: Multistrategi

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