Alexander Tapia - etoro Popular Investor

Alexander Tapia @alexddtl1

Performance
0% Return
All

2026

2025

2024

57.6%0%-57.6%

Return YTD 57.62%

Return 2Y 104.44%

Avg. Risk Score (last 7D)

Profitable Weeks 55.56%

Discussions

Alexander Tapia

Peru

📉 September NFP: 29K Jobs — The Labor Data the Fed Was Waiting For Today's jobs report is the clearest signal yet that the variable I've been flagging as most important for the December FOMC. The question now is how the Fed reads it. 📊 THE NUMBERS September nonfarm payrolls came in at just... Show More

Alexander Tapia

Peru

15d

🏗️ $ORCL (Oracle Corporation) and Project Jupiter: Real Problem, Overreacting Market, or Both? Oracle sent a force majeure notice today tied to Project Jupiter, its $165 billion New Mexico data center anchoring the Stargate buildout with OpenAI and SoftBank. Shares fell roughly 4-5% on the news. This... Show More

Alexander Tapia

Peru

17d

💳 $SOFI (SoFi Technologies Inc) Becomes the First National Bank Live on Mastercard's Stablecoin Rails — Why This Matters SoFi shares rose roughly 3-3.5% today after the company announced something genuinely novel: SoFi Bank is now the first nationally chartered, OCC-regulated bank in the US settling... Show More

Alexander Tapia

Peru

17d

📊 Why This Portfolio Is Built Around Conviction, Not Consensus I've written extensively this year about rotating toward names the market was mispricing, first in AI infrastructure when sentiment was at its worst, and more recently into software and MAG7 as that narrative got unfairly punished alongside... Show More

Alexander Tapia

Peru

18d

🚀 New All-Time High — Here's the Strategy Behind It The portfolio hit a new all-time high today, and I want to use this moment to step back and explain the process behind it rather than just celebrate the number because I think the "why" is far more useful to you than the milestone itself. 🧠... Show More

Alexander Tapia

Peru

22d

📊 Por qué este portafolio se construye sobre convicción, no sobre consenso y por qué vale la pena seguir He escrito extensamente este año sobre rotar hacia nombres que el mercado estaba subvaluando, primero en infraestructura de IA cuando el sentimiento estaba en su peor momento, y más recientemente... Show More Translate

Alexander Tapia

Peru

22d

📊 Why This Portfolio Is Built Around Conviction, Not Consensus and why it is worth following I've written extensively this year about rotating toward names the market was mispricing, first in AI infrastructure when sentiment was at its worst, and more recently into software and MAG7 as that narrative... Show More

Alexander Tapia

Peru

23d

🏛️ The Fed Hiked — Here's What Warsh's Language and the Dot Plot Actually Tell Us The Fed just delivered its first rate hike since July 2023, lifting the target range to 3.75%-4.00% in a unanimous 12-0 vote. In my post before the meeting I argued the core data didn't clearly justify this,... Show More

Peru

Peru

🏛️ The Warsh Fed: Hiking Because the Data Demands It, or Because the Market Already Priced It? The Fed decides this week, and markets have largely made up their mind of a 25bp hike on September 16, with a second hike already embedded in longer-dated futures pricing for early 2027. My honest view: I... Show More

Alexander Tapia
@alexddtl1

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About Alexander Tapia
Peru
Strategy: Multi-Strategy

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About Alexander Tapia
Peru
Strategy: Multi-Strategy