Sorina Weber
Sorina Weber @SorinaWeber

Performance
Alle

11.56%2026
2026
23.48%2025
2025
30.75%2024
2024
44.15%2023
2023
-37.26%2022
2022
29.38%2021
2021
19.70%2020
2020
44.1%0%-44.1%
Themen
Sorina Weber
Sorina Weber
Deutschland
19 h
Most people skipped Sanmina's ($SANM) earnings. Big mistake. Sanmina is a contract electronics manufacturer - they build the physical stuff that tech companies design. When Sanmina beats earnings, it means companies are ordering more circuit boards, servers, and components. That's a direct... Mehr anzeigen Übersetzen
Sorina Weber
Sorina Weber
Deutschland
1 d
Tech earnings season is peaking and it's looking solid. $META (Meta Platforms Inc) and $GOOGL (Alphabet Inc Class A) just reported Q1 numbers last night. These two basically control digital advertising and they're both going all-in on AI. When they spend on AI data centers, companies like... Mehr anzeigen Übersetzen
Sorina Weber
Sorina Weber
Deutschland
4 d
Investing Philosophy - How I Pick The 10 rules I follow when I screen ETFs and run this portfolio. 🎯 Why ETFs, and why only 15 I studied economics. I work in tech — I sell AI agents and know SaaS like the back of my hand. I know enough about how individual companies break to know I don't want... Mehr anzeigen Übersetzen
Sorina Weber
Sorina Weber
Deutschland
4 d
FOMC Week + The Dollar Shift Big week ahead. We've got the Fed meeting, and the dollar is doing something interesting - it's moving away from the old petrodollar system. Sounds complicated, but here's what it means for us: a weaker dollar is fuel for tech stocks. Why? Because companies... Mehr anzeigen Übersetzen
Sorina Weber
Sorina Weber
Deutschland
5 d
Markets are quiet this weekend but the signals are loud. We got two big analyst calls on $NOW (ServiceNow Inc) and $PANW (Palo Alto Networks) - both saying the same thing: enterprise tech spending is accelerating, not slowing down. ServiceNow is automating workflows for every major company. Palo Alto... Mehr anzeigen Übersetzen
Sorina Weber
Sorina Weber
Deutschland
7 d
Bearbeitet
▶️Copy Strategy - How to Copy & Execute How to copy this portfolio 🎯 Who this portfolio is for I hold 15 ETFs. No individual stocks. No crypto. No risky bets I can't sleep with. All 15 have stayed in green since I bought them in 2023. Through wars, elections, inflation, rate hikes. This is... Mehr anzeigen Übersetzen
Sorina Weber
Sorina Weber
Deutschland
7 d
The S&P 500 just notched its 4th straight winning week. That's not a fluke - that's momentum. $VOO (Vanguard S&P 500 ETF) and $CSP1.L (iShares Core S&P 500 UCITS ETF) holders are eating good right now. But here's what I'm watching: the streak is being driven almost entirely by tech... Mehr anzeigen Übersetzen
Sorina Weber
Sorina Weber
Deutschland
9 d
Quick market vibe check for Wednesday. The most concrete piece of news is that gas prices finally dipped after months of climbing. 🎉 Why should we care in tech-land? It's a small but positive sign for inflation. If that trend continues, it takes pressure off the Fed, which is generally good news... Mehr anzeigen Übersetzen
Sorina Weber
Sorina Weber
Deutschland
10 d
Quiet news day? Look closer. The real story is in the niche tech hardware reports. Two companies - Coherent (optics) and Vicor (power modules) - are flashing strong signals. Both are seeing surging demand tied directly to AI data center build-outs. This isn't just about chip orders; it's about... Mehr anzeigen Übersetzen
Sorina Weber
Sorina Weber
Deutschland
11 d
Markets are trying to read the tea leaves today. On one hand, there's optimism around potential peace talks, which tends to be good for growth stocks. On the other, the ECB is warning that the conflict in Iran raises real risks to inflation and growth. For tech, this creates a tug-of-war. Peace... Mehr anzeigen Übersetzen

Über Sorina Weber
Deutschland
Strategie: Diversifizierter ETF

ETF-focused investor. 134% return over 2 years. Economics degree.
Vollständige Bio anzeigen Übersetzen
4 Kopierer
1.5K Follower

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