Stephan Stienstra
Stephan Stienstra @StephanStienstra

Performance
All

59.29%2026
2026
47.03%2025
2025
5.94%2024
2024
59.3%0%-59.3%
Discussions
Stephan Stienstra
Stephan Stienstra
Netherlands
44min
Week in review – High Conviction AI Infrastructure Portfolio +4.47% | SPX +0.4% | Nasdaq +0.9% YTD: 59.3% | Risk score: 5 What stood out this week • MU +9.71% — HBM tightness continues to dominate • ASML +7.85% — TSMC July sales reinforced AI demand • NVDA +2.72% — steady, no major new catalyst • META... Show More
Stephan Stienstra
Stephan Stienstra
Netherlands
3d
Yesterday’s thesis is getting real-time confirmation again. S&P and Nasdaq pushing higher today. The portfolio followed in typical fashion. Names on my watchlist — Nebius, AEHR, Coherent, Arista and several others further down the AI infrastructure stack — moved sharply. This is exactly the kind... Show More
Yes
100.00%
No
100.00%
Don't be hasty
100.00%
2 Votes
Stephan Stienstra
Stephan Stienstra
Netherlands
3d
Weekly Wednesday Thesis Structural demand across the AI infrastructure stack is still intensifying, not plateauing. In the last few weeks hyperscalers have again raised 2026 CapEx guidance (Amazon to ~$220B, Alphabet to $195–205B, Meta higher), TSMC lifted its full-year growth outlook above 40% and... Show More
Stephan Stienstra
Stephan Stienstra
Netherlands
6d
Edited
An open call to @eToroTeam regarding visibility, discovery design, and incentive alignment in the Popular Investor program. To me, the current discovery and reward structure creates a clear asymmetry in how Popular Investors are surfaced and compensated. As I see it, eToro rewards higher PI tiers largely... Show More
Stephan Stienstra
Stephan Stienstra
Netherlands
6d
Not bad, right?
Not investment advice. The author may have financial interests in the mentioned instruments.
Stephan Stienstra
Stephan Stienstra
Netherlands
9d
My number of followers keeps growing steadily. I’m grateful for that. Now I’m curious about the next step: what would actually convince you to copy me — not just follow? Drop a number or write your own reason: 1. Clearer explanation of the strategy and why the portfolio is concentrated 2. More transparency... Show More
Stephan Stienstra
Stephan Stienstra
Netherlands
11d
Welcome aboard, @reneboehmer0! Great to have you as a copier. As you know this portfolio is strictly focused on a high-conviction, long-term strategy built on solid business fundamentals. Feel free to check out the pinned posts on my feed for a deeper look into the underlying thesis, and don't hesitate... Show More
Stephan Stienstra
Stephan Stienstra
Netherlands
1mo
Portfolio Update Dear copiers and followers, The last couple of weeks have been a bit of a rollercoaster, to say the least. The portfolio dropped significantly (roughly -10%), which made me reevaluate some of the positions. After careful consideration, I decided to close the position in Arista Networks... Show More
Stephan Stienstra
Stephan Stienstra
Netherlands
2mo
@carlmortlock Welcome aboard and thanks for the trust you've placed in me. Appreciate it. To align our common goals and how we move forward, I would love to hear how you found me and what made you decide to copy me. I'm on X if you want a more private conversation. Here when you need me, Stephan
Not investment advice. The author may have financial interests in the mentioned instruments.
Stephan Stienstra
Stephan Stienstra
Netherlands
2mo
What If the 'Bubble' Is the Villain the Story Actually Needs? Most commentary on bubbles in tech tends to focus on one question: are we in one, and when will it burst? The tone is often cautious or outright negative, as if the only possible outcome is damage and regret. For me it is a very limiting... Show More

About Stephan Stienstra
Netherlands
Strategy: Momentum

Long-term investing • Growth & value • No leverage • Calm realism • Volatility by Design
Show Full Bio
3 Copiers
196 Followers

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