Yun Jui Tsai – etoro Popular Investor | Strategie und Performance

Yun Jui Tsai @YunRueiTsai

Performance
0% Rendite
Alle

2026

2025

2024

2023

2022

2021

2020

2019

83.0%0%-83.0%

Rendite YTD 33.67%

Rendite 2Y 68.89%

Durchschnittliche Risikobewertung (letzte 7T)

Gewinnbringende Wochen 57.41%

Themen

Yun Jui Tsai

Taiwan

1 d

@YunRueiTsai 2026 YTD Return: +34.67% $NSDQ100 YTD:17.94% $SPX500 YTD:10.18% Weekly Review: I increased my META position and continue to monitor the memory rebound. Based on the Goldman supply/demand heat map, tightness across the AI supply chain has not disappeared. Key numbers: $DRAM (Roundhill... Mehr anzeigen Übersetzen

Yun Jui Tsai

Taiwan

3 d

@YunRueiTsai 2026 YTD Return: +29.48% $NSDQ100 YTD:17.64% $SPX500 YTD:9.26% Portfolio Update: Why I am trimming part of my ALAB position The key numbers: Q1 2026 revenue growth: +93% Non-GAAP gross margin: 76.4% Net cash: about $1.14B Single end-customer exposure: over 70% Current stock price: around... Mehr anzeigen Übersetzen

Yun Jui Tsai

Taiwan

4 d

@YunRueiTsai 2026 YTD Return: +28.33% Fed Speaks Tonight — Where to Watch on $SOXX (iShares Semiconductor ETF ) & $NSDQ100 Big one today — at 2 PM ET the Fed releases its June meeting minutes. New Chair Warsh refused to submit his own dot, so these minutes are the only real window into how the... Mehr anzeigen Übersetzen

Higher than today (with me)

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Flat / choppy

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Lower

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Yun Jui Tsai

Taiwan

6 d

@YunRueiTsai 2026 YTD Return: +34.36% This week’s focus: $SOXX (iShares Semiconductor ETF ) rebound or software / cybersecurity rotation? Last week, I noticed a clear shift. AI hardware pulled back, but software and cybersecurity started to show strength. The data was clear: SOXX: about -7.82% $NSDQ100... Mehr anzeigen Übersetzen

Yun Jui Tsai

Taiwan

10 d

@YunRueiTsai 2026 YTD Return: +42.42% Weekly review: Key data this week: $QQQ (Invesco QQQ): about +3% WTD $SPY (State Street SPDR S&P 500 ETF): about +2% WTD $SOXX (iShares Semiconductor ETF ): strong early week, then a sharp pullback SOX Q2: +87.75%, the strongest quarterly gain on record AI hardware... Mehr anzeigen Übersetzen

Yun Jui Tsai

Taiwan

11 d

@YunRueiTsai 2026 H1 Return: +49.46% H1 2026 Performance Update: it’s time to look back at a dynamic six-month journey. The US market started the year soft, experiencing continuous weakness from January through March. However, April marked a massive turning point, kicking off what became the strongest... Mehr anzeigen Übersetzen

Yun Jui Tsai

Taiwan

12 d

@YunRueiTsai 2026 YTD Return: +44.48% $NSDQ100 YTD:19.64% $SPX500 YTD:9.26% Why $AMAT (Applied Materials Inc) is one of my core AI infrastructure holdings. Memory demand is exploding. Memory supply is tight. Memory companies need to expand capacity. Capacity expansion needs equipment. That is... Mehr anzeigen Übersetzen

Yun Jui Tsai

Taiwan

13 d

@YunRueiTsai 2026 YTD Return: +39.63% Return 2Y :203.16% This week’s key observation: AI hardware is pulling back, while software and cybersecurity are starting to show volume. The clearest signal this week: SOXX / SMH started to correct. High-beta semiconductor themes cooled down. But money did... Mehr anzeigen Übersetzen

Mag 7 starts to lead again

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AI HW continues to outperform

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Software start rotating higher

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High-level consolidation

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Yun Jui Tsai

Taiwan

16 d

@YunRueiTsai 2026 YTD Return: +46.73% Return 2Y :215.27.% $NSDQ100 YTD:15.81% $SPX500 YTD:7.31% Weekly Market Review The market actually preferred “capital beneficiaries” over “capital spenders” since March The shift is clear: The market is starting to separate companies that profit from AI investment... Mehr anzeigen Übersetzen

Semiconductor stay strong

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Mag 7 returns to leadership

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High-level consolidation

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Slow market correction

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Yun Jui Tsai

Taiwan

17 d

@YunRueiTsai 2026 YTD Return: +42.95% Return 2Y :210.37% My $MU (Micron Technology, Inc.) valuation model shows: FY2026 EPS: about $73.09 Current stock price: about $1,134 FY2026 P/E: about 15.5x FY2027 EPS estimate: about $136 FY2027 P/E: about 8.3x Using FY2027 EPS of $136 × 11.5x P/E, the target... Mehr anzeigen Übersetzen