Sorina Weber
Sorina Weber @SorinaWeber

Ytelse
Alle

22.67%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%
Diskusjon
Sorina Weber
Sorina Weber
Tyskland
20t
S&P 500 knocking on 7,400's door and AI is somehow even making mortgage rates interesting. What a time. The index keeps pushing higher, which means $VOO (Vanguard S&P 500 ETF) $SCHX (Schwab US Large-Cap ETF) and the rest of the broad market ETFs are doing exactly what we want. And when the... Vis flere Oversett
Sorina Weber
Sorina Weber
Tyskland
1d
Chips took a hit, but software is waking up Taiwan just reported a rare miss in exports. That's the canary in the coal mine for chip demand. But here's the flip side - Nvidia is being called the "industrial planner of the AI age" and software stocks are starting to wake up. Two... Vis flere Oversett
Sorina Weber
Sorina Weber
Tyskland
3d
Two chip equipment giants just reported - Teradyne and Axcelis. These are the companies that build the machines that build the chips. Think of them as the "picks and shovels" of the AI gold rush. When they say demand is heavy, it means the big chip makers like TSMC and Samsung are still spending... Vis flere Oversett
Sorina Weber
Sorina Weber
Tyskland
4d
Earnings season is like reading your group chat - you gotta read between the lines 🧠 We got Teradata and DoubleVerify reporting this week. On the surface, boring data companies. But here's why they matter for your $TQQQ (ProShares UltraPro QQQ) $VOO (Vanguard S&P 500 ETF) bags: Teradata = old-school... Vis flere Oversett
Sorina Weber
Sorina Weber
Tyskland
5d
ON Semiconductor ($ON (ON Semiconductor Corp)) just reported Q1 earnings. Why should you care? Because $ON makes the chips that go into cars, factories, and power systems. If they're doing well, it means industrial demand is holding up. If not, well - that's useful info too. I hold $SMH (VanEck... Vis flere Oversett
Sorina Weber
Sorina Weber
Tyskland
7d
Apple getting the 'wait for a drop' treatment - basically analysts saying the stock's priced so high that any small hiccup could send it down. That matters for anyone in $TQQQ (ProShares UltraPro QQQ) or $FTEC (Fidelity MSCI Information Technology Index ETF) since Apple is the biggest holding... Vis flere Oversett
Sorina Weber
Sorina Weber
Tyskland
10d
Most people skipped Sanmina's ($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... Vis flere Oversett
Sorina Weber
Sorina Weber
Tyskland
11d
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... Vis flere Oversett
Sorina Weber
Sorina Weber
Tyskland
12d
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... Vis flere Oversett
Sorina Weber
Sorina Weber
Tyskland
12d
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... Vis flere Oversett

Om Sorina Weber
Tyskland
Strategi: Diversifisert ETF

ETF-focused investor. 134% return over 2 years. Economics degree.
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4 Kopierere
1.6K Følgere

Lignende tradere

Nylig handlet

SVXY
SVXY
Åpnet•30/04/26, 14:06
▴1.10%
P/T
MOAT
MOAT
Åpnet•30/04/26, 14:06
▴2.20%
P/T
SCHX
SCHX
Åpnet•30/04/26, 14:05
▴3.35%
P/T
VOO
VOO
Åpnet•30/04/26, 14:05
▴3.55%
P/T
VONG
VONG
Åpnet•30/04/26, 14:05
▴4.40%
P/T