Sorina Weber
Sorina Weber @SorinaWeber

Performance
All

-1.46%2026
2026
23.48%2025
2025
30.75%2024
2024
44.15%2023
2023
-37.26%2022
2022
29.38%2021
2021
19.70%2020
2020
44.1%0%-44.1%
Sorina Weber
Quiet day for direct tech news, but the big picture chatter is loud. ๐Ÿ“ข LPL Financial - a major player - just published a note titled "AI Selloff Is Your Opportunity." They're telling clients to use any weakness as a chance to buy. This is exactly the kind of institutional support that... Show More
Sorina Weber
Quiet weekend on the news front, but the big story brewing is a potential rotation. Analysis is popping up about money moving into dividend-paying stocks for 2026. ๐Ÿง Why does a shift to "boring" dividends matter for our tech and growth ETFs? Simple: it suggests a short-term preference for... Show More
Sorina Weber
Quiet weekend on the news front, but a few threads are worth pulling. First, we're seeing previews for chip giant Marvell, with talk of "cooling growth." Keep an eye on this - as a major data center and AI chip player, its guidance can ripple through the entire semiconductor sector (looking... Show More
Sorina Weber
Quiet day for mega-cap tech news, but the market's engine got some good fuel. ๐Ÿ“ˆ The January jobs report came in strong, showing a nice rebound. Why should we care? A healthy job market means people have money to spend and businesses feel confident investing - both are great for the long-term earnings... Show More
Sorina Weber
Quiet news day, but the gears are still turning. A few things caught my eye. First, China reported slower inflation. In plain English, that hints at softer consumer demand there. Why should we care? A huge chunk of tech revenue comes from global sales. If demand in a major economy cools, it eventually... Show More
Sorina Weber
Quiet Sunday in the news, but one article really made me think. Someone out there is saying "AI eating software is just wrong," specifically looking at Microsoft. This is the kind of debate I love. It doesn't scare me - it clarifies the thesis. My take is that AI isn't about destroying... Show More
Sorina Weber
Markets are breathing a sigh of relief with the Dow hitting new highs ๐ŸŽ‰. My ETFs (VOO, TQQQ, VGT) love days like this. But digging into the news, there are mixed signals. The big story is the Fed - a potential leadership change could define the next rate cycle. Lower rates = tailwind for our growth... Show More
Sorina Weber
Markets are breathing a sigh of relief with the Dow hitting new highs ๐ŸŽ‰. My ETFs (VOO, TQQQ, VGT) love days like this. But digging into the news, there are mixed signals. The big story is the Fed - a potential leadership change could define the next rate cycle. Lower rates = tailwind for our growth... Show More
Sorina Weber
Earnings are hitting, and they're giving us the real story. ๐Ÿ“ˆ Qualcomm just reported, and as a cornerstone of the chip sector (think $SMH (VanEck Vectors Semiconductor ETF)), their numbers and outlook are huge. They tell us if the demand for semiconductors in everything from phones to AI is still... Show More
Sorina Weber
Tech earnings are hitting the tape, and they're more than just report cards. Super Micro Computer's results are out, giving us a direct look at AI server demand - a huge tailwind for our chip and tech ETFs. Lumentum's call will clue us in on networking hardware needs. The bigger story today... Show More

About Sorina Weber
Germany
Strategy: Diversifed ETF

ETF-focused investor. 134% return over 2 years. Economics degree.
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