Stephan Stienstra
Stephan Stienstra @StephanStienstra

Performance
Tout

65.27%2026
2026
47.03%2025
2025
5.94%2024
2024
65.3%0%-65.3%
Discussions
Stephan Stienstra
Stephan Stienstra
Hollande
12 j
Sunday Company Spotlight | Fabrinet Every Sunday I highlight a watchlist name one layer away from the book, where the order book and the physics keep getting harder to ignore. What it does. Fabrinet is not a laser house and not a hyperscaler. It is the plant that takes someone else’s optical design... Afficher plus Traduction
Stephan Stienstra
Stephan Stienstra
Hollande
13 j
Week in review – High Conviction AI Infrastructure YTD: 62.66% | Risk score: 5 Portfolio: −0.57% | SPX: +0.78% | Nasdaq: +0.53% Looking back: No trades this week. Same book as last Saturday: Micron, Nvidia, Microsoft, ASML, Alphabet, Meta, and the small Symbotic sleeve from 18 August. The only... Afficher plus Traduction
Stephan Stienstra
Stephan Stienstra
Hollande
14 j
@h6djkg7fph Welcome aboard, and thank you for deciding to copy me. I’m curious — what made you choose this portfolio in a field with so many strong PIs? Understanding what resonates with new copiers helps me a lot. If you have any questions, feel free to reach out here on the feed or on X for a private... Afficher plus Traduction
Stephan Stienstra
Stephan Stienstra
Hollande
14 j
@Gustywindsock Welcome aboard, and thank you for deciding to copy me. I’m curious — what made you choose this portfolio in a field with so many strong PIs? Understanding what resonates with new copiers helps me a lot. If you have any questions, feel free to reach out here on the feed or on X for a private... Afficher plus Traduction
Stephan Stienstra
Stephan Stienstra
Hollande
16 j
@alvaromesas66 Welcome aboard, and thank you for deciding to copy me. I’m curious — what made you choose this portfolio in a field with so many strong PIs? Understanding what resonates with new copiers helps me a lot. If you have any questions, feel free to reach out here on the feed or on X for a private... Afficher plus Traduction
Stephan Stienstra
Stephan Stienstra
Hollande
16 j
Today is a big day. But for me it is not judgement day. The feed is loud about Nvidia. Very loud. Expectations, analysis, numbers — all of it has been dissected to death. And yes, those numbers matter. They will move parts of the market. But they also mean far less once you zoom out. For me Nvidia... Afficher plus Traduction
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NVDA
NVIDIA Corporation
219.82
1.46 (0.67%)
Stephan Stienstra
Stephan Stienstra
Hollande
17 j
Investing changes you. This is not complaining. This is me in that kind of mood — just noticing a trade-off and naming it. Investing builds discipline, patience and long-term thinking. It sharpens how you look at risk, time and opportunity. It can create real financial freedom over time. It can create... Afficher plus Traduction
Stephan Stienstra
Stephan Stienstra
Hollande
17 j
@FaberDF69 Welcome aboard, and thank you for deciding to copy me. I’m curious — what made you choose this portfolio in a field with so many strong PIs? Understanding what resonates with new copiers helps me a lot. If you have any questions, feel free to reach out here on the feed or on X for a private... Afficher plus Traduction
Stephan Stienstra
Stephan Stienstra
Hollande
17 j
@alemurgo Welcome aboard, and thank you for deciding to copy me. I’m curious — what made you choose this portfolio in a field with so many strong PIs? Understanding what resonates with new copiers helps me a lot. If you have any questions, feel free to reach out here on the feed or on X for a private... Afficher plus Traduction
Stephan Stienstra
Stephan Stienstra
Hollande
18 j
@icana2526 Welcome aboard, and thank you for deciding to copy me. I’m curious — what made you choose this portfolio in a field with so many strong PIs? Understanding what resonates with new copiers helps me a lot. If you have any questions, feel free to reach out here on the feed or on X for a private... Afficher plus Traduction

À propos de Stephan Stienstra
Hollande
Stratégie: Momentum

Long-term investing • Growth & value • No leverage • Calm realism • Volatility by Design
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235 Abonnés

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