Performance
All

26.66%2026
2026
41.69%2025
2025
25.49%2024
2024
31.70%2023
2023
-21.27%2022
2022
19.71%2021
2021
41.7%0%-41.7%
Erik Benus
Hello everyone, I am expanding our AI infrastructure footprint with a new tactical addition. Today, I started building an initial position in $VRT (Vertiv Holdings Co) If you’ve been following our strategy, you know I’m heavily focused on the physical bottlenecks of the AI revolution - chips, power,... Show More
Erik Benus
Erik Benus
closed a $WDC buy position
Slovakia
Hello everyone, Today, I am officially closing 100% of our position in $WDC (Western Digital Corporation) Here is the strategic breakdown of why I am taking this profit right now and how it fits into our overall portfolio strategy: 💡 Why Sell Right Now? 1. Selling Into Strength: Selling on a day... Show More
WDC
Western Digital Corporation
103.74%
Trade Story
Erik Benus
Macro & Earnings Update: Fed Holds Steady & Meta's AI Spending Dilemma 📊📉 Hello everyone, It’s been an action-packed week with critical updates on both the macroeconomic front and corporate earnings. Here is my breakdown of the Fed's latest rate decision and Meta’s Q2 results - plus... Show More
Erik Benus
Erik Benus
closed a $DAVE buy position
Slovakia
I just closed the trade at a profit of 112.78%
Not investment advice. The author may have financial interests in the mentioned instruments.
DAVE
Dave Inc.
112.69%
Trade Story
Erik Benus
Hello everyone, It’s time for an honest and transparent update on our portfolio. If you’ve been looking at the numbers lately, you know that July has been a brutal month so far. Our portfolio is down over -13%, driven primarily by a sharp, sector-wide correction in our core semiconductor and memory... Show More
Erik Benus
Erik Benus
closed a $SEZL buy position
Slovakia
Hello everyone, 𝐉𝐮𝐬𝐭 𝐚 𝐪𝐮𝐢𝐜𝐤 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐨𝐧 𝐮𝐩𝐝𝐚𝐭𝐞: 𝐈 𝐡𝐚𝐯𝐞 𝐨𝐟𝐟𝐢𝐜𝐢𝐚𝐥𝐥𝐲 𝐜𝐥𝐨𝐬𝐞𝐝 𝐭𝐡𝐞 𝐭𝐫𝐚𝐝𝐞 𝐚𝐭 𝐚 𝐦𝐚𝐬𝐬𝐢𝐯𝐞 𝐩𝐫𝐨𝐟𝐢𝐭 𝐨𝐟 +𝟏𝟓𝟕.𝟒𝟑%! Following my disciplined risk management and strategy of locking in substantial gains after... Show More
SEZL
Sezzle Inc
157.43%
Trade Story
Erik Benus
Portfolio Update: Major Institutional Moves on Our Holdings 📊🔥 Hello everyone, As we close out the month June, there are some massive, business-model-altering updates directly affecting our portfolio that you absolutely need to see. Wall Street and index providers are heavily re-rating our core convictions. Here... Show More
Fully loaded and copying
100.00%
Adding cash to buy pullbacks
100.00%
Keeping it diversified
100.00%
Erik Benus
$MU (Micron Technology, Inc.) Earnings: A Absolute Blowout Quarter! 🚀🧠 Hello everyone, If anyone still doubted that memory is the ultimate strategic asset of the AI revolution, $MU just completely shattered those doubts. Their Q2 fiscal 2026 earnings report just beat market expectations. 📊 The... Show More
Erik Benus
Portfolio Update: Adding to Positions on the Pullback $RHM.DE (Rheinmetall AG) Hello everyone, Taking advantage of the recent market pullback to do some disciplined buying. Today, I am slightly increasing my positions in $RHM.DE, $CLSK (Cleanspark Inc) , and $IREN (Iris Energy Ltd). $RHM.DE: Adding... Show More
RHM.DE
100.00%
IREN
100.00%
CLSK
100.00%
None
100.00%
Erik Benus
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞: 𝐁𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐚 𝐒𝐦𝐚𝐥𝐥 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐢𝐧 $LPK.DE (LPKF LASER & ELECTRONICS SE) Hello everyone, I want to share a quick update regarding a new tactical addition to our portfolio. Today, I started building a small, initial position in $LPK The recent upward... Show More
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LPK.DE
LPKF LASER & ELECTRONICS SE
14.900
-0.850 (-5.40%)

About Erik Benus
Slovakia
Strategy: Growth

No Crypto • No Leverage • Software Dev Background • Data driven
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