Stephan Stienstra
Stephan Stienstra @StephanStienstra

Performance
All

67.68%2026
2026
47.03%2025
2025
5.94%2024
2024
67.7%0%-67.7%
Discussions
Stephan Stienstra
Stephan Stienstra
Netherlands
7h
Portfolio Update – New Position Yesterday I opened a new, limited position in Symbotic ($SYM), representing 1.41% of the portfolio. I've been watching it for quite a while now and this is the right moment to strike. Why this company? Symbotic builds AI-powered robotic systems that fully automate... Show More
Stephan Stienstra
Stephan Stienstra
Netherlands
3d
Company Spotlight | Solstice Advanced Materials ($SOLS) Every Sunday I highlight a company that still flies somewhat under the radar, but that I expect will not stay there for long. These are businesses with structural advantages, rising demand or clear competitive edges that the broader market has... Show More
Stephan Stienstra
Stephan Stienstra
Netherlands
4d
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
7d
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
7d
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
10d
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
10d
Not bad, right?
Not investment advice. The author may have financial interests in the mentioned instruments.
Stephan Stienstra
Stephan Stienstra
Netherlands
13d
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
15d
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

About Stephan Stienstra
Netherlands
Strategy: Momentum

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

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