Ladislau Bitai
Ladislau Bitai @bitail

Performance
All

20.42%2026
2026
156.98%2025
2025
-11.47%2024
2024
11.30%2023
2023
-35.22%2022
2022
82.50%2021
2021
334.07%2020
2020
-8.52%2019
2019
334.1%0%-334.1%
Ladislau Bitai
I have just opened a cca. 10% position in $URA (Global X Uranium ETF) , an ETF which gives exposure to the uranium sector. Reasons I am bullish on the uranium industry for the next 2-3 years: 1. Exponential Demand from AI and Data Centers The rapid global expansion of artificial intelligence, hyperscale... Show More
Ladislau Bitai
I have just added to my precious metals investments, buying some more $SILJ (Amplify Junior Silver Miners ETF) . Reason: there is a big possibility that silver and gold have bottomed out and have broken out of the downtrend. Central banks keep buying $GOLD almost irrespective of price. Silver always... Show More
Ladislau Bitai
The story of this summer for the markets: the japanese bond yields keep on rising., to offset inflation (inflation was basically unexistent in Japan for decades). Why is this important? Because it triggers the japanese banks and pension funds to buy Japan's bonds. What money are they using for buying?... Show More
Ladislau Bitai
I opened a position on $AGRO (Adecoagro S.A.) , which is a large agricultural company. It has crop production as well as its own fertilizer plant, which makes it totally immune to the fertilizer prices swings which have been occuring since the war on Iran. Basically it is an anti-AI strategy. I think... Show More
Ladislau Bitai
I have just analyzed $GPN (Global Payments Inc) , being so beaten down right now. they made a large acquisition in 2025 (Worldplay) and are digesting it right now. It is a strategic shift for the company, in a highly competitive environment. The main risks is the integration with Worldplay. If they... Show More
Ladislau Bitai
June: A quick overview of the risks out there for investors: 1. The SpaceX IPO brought a staggering valuation for the company. It seems clear to me that we are officially in bubble territory now, presenting some real risks for all investors (but especially for those invested in AI related stocks). 2.... Show More
Ladislau Bitai
I have just bought $SILJ (Amplify Junior Silver Miners ETF) , because I expect silver to outperform this year. There is a good chance that we will see a precious metal rally soon, until the year end. Reasons: the war is creating inflation , and inflation will soon be felt across the board, by consumers... Show More
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SILJ
Amplify Junior Silver Miners ETF
31.68
-0.7100 (-2.19%)
Ladislau Bitai
I have sold my $DVN (Devon Energy Corp) shares and bought $RGLD (Royal Gold Inc.) instead. Reason:With the ceasefire between Iran and the US, the oil price will probably fall, and oil company stocks will probably fall with it. I am very bullish on the $RGLD stock, should outperform in the next 12-18... Show More
Ladislau Bitai
Happy new year everyone :) In December we just had confirmation that the rate hiking is probably over from the FED side....this being the second time they chose to maintain rates + first time they hinted to rate CUTS in 2024. Is that a bullish sign ? Yes, until it's not. In the past, rate cuts happened... Show More
Ladislau Bitai
October just passed . Let's see what I will remember from this month: - uranium is starting to perform, as more and more investors realize how big the shortage really is, worldwide. I am holding on to my $URA (Global X Uranium ETF) position, which will probably see more gains in the next 12-18... Show More

About Ladislau Bitai
Romania
Strategy: Value

Financial analyst with 15+ yrs of XP. Stock investing. No leverage. No shorting.
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