Lex Wielstra
Lex Wielstra @LexWielstra

Performance
All

-7.21%2026
2026
51.46%2025
2025
-3.20%2024
2024
-6.53%2023
2023
25.15%2022
2022
11.71%2021
2021
34.50%2020
2020
51.5%0%-51.5%
Discussions
Lex Wielstra
Lex Wielstra
Netherlands
2h
Edited
According to recent studies the Chinese now lead in 69 out 74 critical technology fields and they can now add AI to the list. While everyone is blowing their money on the US stock bubble ( $SPX500 ), the signs are that this is going to be an asian/Chinese century. Meanwhile, $HKG50 and $CHINA50 stocks... Show More
Lex Wielstra
Lex Wielstra
Netherlands
6h
Biggest development this week is the Chinese catching-up to US high-tech AI capabilities, leading to downside in big-tech. The market will be wondering for a while if all the AI CAPEX costs were worth it. $NSDQ100 $EUSTX50 $HKG50
Not investment advice. The author may have financial interests in the mentioned instruments.
Lex Wielstra
Lex Wielstra
Netherlands
1d
And here it is. Having spend a fraction of MAG7 AI capex, the Chinese are now leading the AI race. OpenAI, Anthropic and $SPCX (Space Exploration Technologies Corp) are in trouble and so is the whole $NSDQ100 bubble, that went all in on this.
Not investment advice. The author may have financial interests in the mentioned instruments.
Lex Wielstra
Lex Wielstra
Netherlands
2d
We opened a new position in $ERO (Ero Copper Corp) . One of the smaller, but quicker growing copper miners in the world. Like most miners this company does not have a true moat, but it has quite low operating costs and trades at levels where we have a significant margin of safety.
Not investment advice. The author may have financial interests in the mentioned instruments.
undefined logo
ERO
Ero Copper Corp
24.13
-0.3900 (-1.59%)
Lex Wielstra
Lex Wielstra
Netherlands
3d
Edited
We opened a new position in $NOVO-B.CO (Novo Nordisk B A/S) . Following the mania of the post-covid GLP-1 injection invention, the stock went up a lot (similar to the new mania of AI). over the past 2 years the stock went down ~80% as scaling up the production and getting the right approvals for distribution... Show More
undefined logo
NOVO-B.CO
Novo Nordisk B A/S
329.90
-5.90 (-1.76%)
Lex Wielstra
Lex Wielstra
Netherlands
5d
Edited
$0700.HK (Tencent) recently released their free AI model Hy3, which is now up over 1000% in use in one week. Moreover, $1810.HK (Xiaomi Corp) and $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) offer competative models that are seeing more use than the average western model. None of these companies... Show More
Lex Wielstra
Lex Wielstra
Netherlands
5d
Edited
let's be honest. The market never truly accounted for the possibility that the Iran war was not just another TACO episode. Still today the $OIL price does not represent what is happening in the physical market. Reality is that the EU is 33,3% behind schedule on the $EuroNatGas.FUT refill and the... Show More
Lex Wielstra
Lex Wielstra shared a post via Lex Wielstra
Netherlands
10d
The top 5 AI models are now all Chinese. $SPX500 $NSDQ100 openrouter.ai/rankings
Lex Wielstra
Lex Wielstra
Netherlands
29d
Cheap power = win. US AI bubble = cooked. $NSDQ100 $SPX500
Not investment advice. The author may have financial interests in the mentioned instruments.
Lex Wielstra
Lex Wielstra
Netherlands
13d
The AI narrative is wavering on all sides, but the euphoria remains strong. patience is the name of the game... $SPX500 $EUSTX50 $HKG50
Not investment advice. The author may have financial interests in the mentioned instruments.
Lex Wielstra
Lex Wielstra
Netherlands
14d
Edited
Just like AI circular financing and Private Equity/Credit mark to market are engineering the books to make everything seem rosy on corporate levels, my prediction is that the world economy has been in recession for two years, but this is concealed by out of control AI capex spending. This means governments... Show More

About Lex Wielstra
Netherlands
Strategy: Value

Balanced long-term stock and bond portfolio based on value investing principles.
Show Full Bio
6 Copiers
1.6K Followers

Similar Traders

Recently Traded

ERO
ERO
Openedโ€ข16/07/26, 13:30
โ–ด-5.18%
P/L
NSDQ100
NSDQ100 Short
Closedโ€ข16/07/26, 08:27
โ–ด-0.04%
P/L
PAGS
PAGS
Openedโ€ข15/07/26, 14:17
โ–ด-2.27%
P/L
NOVO-B.CO
NOVO-B.CO
Openedโ€ข15/07/26, 13:20
โ–ด1.88%
P/L
NSDQ100
NSDQ100 Short
Closedโ€ข14/07/26, 12:35
โ–ด-10.19%
P/L