Stephan Stienstra
Stephan Stienstra @StephanStienstra

Desempenho
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65.27%2026
2026
47.03%2025
2025
5.94%2024
2024
65.3%0%-65.3%
Análises e comentários
Stephan Stienstra
Stephan Stienstra
Países Baixos
12d
Sunday Company Spotlight | Fabrinet Every Sunday I highlight a watchlist name one layer away from the book, where the order book and the physics keep getting harder to ignore. What it does. Fabrinet is not a laser house and not a hyperscaler. It is the plant that takes someone else’s optical design... Mostrar mais Traduzir
Stephan Stienstra
Stephan Stienstra
Países Baixos
13d
Week in review – High Conviction AI Infrastructure YTD: 62.66% | Risk score: 5 Portfolio: −0.57% | SPX: +0.78% | Nasdaq: +0.53% Looking back: No trades this week. Same book as last Saturday: Micron, Nvidia, Microsoft, ASML, Alphabet, Meta, and the small Symbotic sleeve from 18 August. The only... Mostrar mais Traduzir
Stephan Stienstra
Stephan Stienstra
Países Baixos
14d
@h6djkg7fph Welcome aboard, and thank you for deciding to copy me. I’m curious — what made you choose this portfolio in a field with so many strong PIs? Understanding what resonates with new copiers helps me a lot. If you have any questions, feel free to reach out here on the feed or on X for a private... Mostrar mais Traduzir
Stephan Stienstra
Stephan Stienstra
Países Baixos
14d
@Gustywindsock Welcome aboard, and thank you for deciding to copy me. I’m curious — what made you choose this portfolio in a field with so many strong PIs? Understanding what resonates with new copiers helps me a lot. If you have any questions, feel free to reach out here on the feed or on X for a private... Mostrar mais Traduzir
Stephan Stienstra
Stephan Stienstra
Países Baixos
16d
@alvaromesas66 Welcome aboard, and thank you for deciding to copy me. I’m curious — what made you choose this portfolio in a field with so many strong PIs? Understanding what resonates with new copiers helps me a lot. If you have any questions, feel free to reach out here on the feed or on X for a private... Mostrar mais Traduzir
Stephan Stienstra
Stephan Stienstra
Países Baixos
16d
Today is a big day. But for me it is not judgement day. The feed is loud about Nvidia. Very loud. Expectations, analysis, numbers — all of it has been dissected to death. And yes, those numbers matter. They will move parts of the market. But they also mean far less once you zoom out. For me Nvidia... Mostrar mais Traduzir
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NVDA
NVIDIA Corporation
219.52
1.16 (0.53%)
Stephan Stienstra
Stephan Stienstra
Países Baixos
17d
Investing changes you. This is not complaining. This is me in that kind of mood — just noticing a trade-off and naming it. Investing builds discipline, patience and long-term thinking. It sharpens how you look at risk, time and opportunity. It can create real financial freedom over time. It can create... Mostrar mais Traduzir
Stephan Stienstra
Stephan Stienstra
Países Baixos
17d
@FaberDF69 Welcome aboard, and thank you for deciding to copy me. I’m curious — what made you choose this portfolio in a field with so many strong PIs? Understanding what resonates with new copiers helps me a lot. If you have any questions, feel free to reach out here on the feed or on X for a private... Mostrar mais Traduzir
Stephan Stienstra
Stephan Stienstra
Países Baixos
17d
@alemurgo Welcome aboard, and thank you for deciding to copy me. I’m curious — what made you choose this portfolio in a field with so many strong PIs? Understanding what resonates with new copiers helps me a lot. If you have any questions, feel free to reach out here on the feed or on X for a private... Mostrar mais Traduzir
Stephan Stienstra
Stephan Stienstra
Países Baixos
18d
@icana2526 Welcome aboard, and thank you for deciding to copy me. I’m curious — what made you choose this portfolio in a field with so many strong PIs? Understanding what resonates with new copiers helps me a lot. If you have any questions, feel free to reach out here on the feed or on X for a private... Mostrar mais Traduzir

Sobre Stephan Stienstra
Países Baixos
Estratégia: Ímpeto

Long-term investing • Growth & value • No leverage • Calm realism • Volatility by Design
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7 Copiadores
235 Seguidores

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