Nikolay Nedyalkov
Nikolay Nedyalkov @NikolayNedyalkov

Performance
All

13.08%2026
2026
22.09%2025
2025
9.49%2024
2024
28.49%2023
2023
-29.09%2022
2022
231.99%2021
2021
66.93%2020
2020
232.0%0%-232.0%
Nikolay Nedyalkov
𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝗡𝗢𝗪 𝗼𝗿 𝗡𝗲𝘃𝗲𝗿 Two weeks ago, I bought $NOW (ServiceNow Inc) (ServiceNow Inc) when the market handed it a 40% discount after a perfect earnings report. Today it's up double digits. I said it then: they beat every single metric. $3.77B revenue, +22% YoY. $12.64B in committed... Show More
Nikolay Nedyalkov
Nikolay Nedyalkov
Bought $NOW @92.87
Bulgaria
I've just opened a position using 2.08% of my equity. The market handed $NOW (ServiceNow Inc) a 40% discount for having a great quarter. I'm buying. ServiceNow runs the back office of the world's largest companies. They just deepened partnerships with $NVDA (NVIDIA Corporation) and $MSFT... Show More
NOW
ServiceNow Inc
111.68
-0.7700 (-0.68%)
Nikolay Nedyalkov
𝗦𝗲𝗺𝗶𝘀 (𝗦𝗠𝗛) 𝗮𝗿𝗲 𝗿𝘂𝗻𝗻𝗶𝗻𝗴 𝗮𝗴𝗮𝗶𝗻. 𝗜𝗡𝗧𝗖 +𝟭𝟮% 𝘁𝗼𝗱𝗮𝘆, 𝗔𝗠𝗗 +𝟰% $SMH (VanEck Vectors Semiconductor ETF) has delivered 31% annualized over the last 10 years, one of the best performing non-leveraged ETFs of the decade. About 25% of the fund is in equipment makers like $ASML... Show More
Nikolay Nedyalkov
𝗲𝗧𝗼𝗿𝗼’𝘀 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗼𝗳 𝗭𝗲𝗻𝗴𝗼: $ETOR (eToro Group LTD) (eToro Group Ltd) is securing its future with the Zengo acquisition, My strategy is built on innovation. I’m heavily allocated to semiconductors via $SMH (VanEck Vectors Semiconductor ETF) and top chip names to capture the... Show More
Nikolay Nedyalkov
@Valerio-C Thanks for copying my trading activity. Appreciate the trust, I’ll keep doing my best as we invest together!
Not investment advice. The author may have financial interests in the mentioned instruments.
Nikolay Nedyalkov
📈 $SMH (VanEck Vectors Semiconductor ETF) showing it's strength again and my position is up +77%. Semiconductors pulled back hard, but the fundamentals never changed. Here is why I stayed in: 🔹 $SMH returned 48.7% in 2025, nearly tripling the $SPY (State Street SPDR S&P 500 ETF) 🔹 Holds 25... Show More
Nikolay Nedyalkov
The Magnificent 7 is looking more like the "Tragic 7" so far this year. 📉 Seeing $MSFT (Microsoft) and $META (Meta Platforms Inc) down over 20% YTD is wild considering where we were a few months ago. Even the "invincible" $NVDA (NVIDIA Corporation) is feeling the heat. However we’re... Show More
Nikolay Nedyalkov
Quick start to the week. A lot of headlines in the past day that could affect the semiconductor space. 𝗞𝗲𝘆 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁𝘀 • Brent crude jumped toward $115 after escalating tensions in the Middle East. • Iran launched missile strikes toward Israel, increasing geopolitical risk in the region. •... Show More
Nikolay Nedyalkov
𝗦𝗶𝗹𝗶𝗰𝗼𝗻 𝗦𝗲𝗻𝘁𝗶𝗺𝗲𝗻𝘁 𝗧𝗟;𝗗𝗥 The semiconductor industry continues its steady climb. Strong demand for AI infrastructure is providing a reliable foundation for long-term growth. 𝗧𝗵𝗲 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗩𝗶𝗲𝘄 The semiconductor sector is undergoing a structural shift toward more predictable,... Show More
Nikolay Nedyalkov
𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗮𝗹 𝗱𝗲𝗺𝗮𝗻𝗱 𝗶𝗻 𝗮𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 𝗮𝗻𝗱 𝘀𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿𝘀 A year ago I added $GE (General Electric Co). Not the old conglomerate but the new focused aerospace business. Its service segment generates recurring revenue over decades. They are investing up to $300M... Show More

About Nikolay Nedyalkov
Bulgaria
Strategy: Diversifed ETF

ETFs for stability. Semiconductors for growth. A clear strategy to copy.
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401 Followers