Stefan Uleia
Stefan Uleia @StefanULS

Performanță
Toate

-0.46%2026
2026
29.84%2025
2025
50.18%2024
2024
48.74%2023
2023
38.09%2022
2022
5.85%2021
2021
50.2%0%-50.2%
Discuții
Stefan Uleia
România
5z
Happy New Year, everyone! 🎉 2021 to 2025 was a full 5 year stretch of continuous growth for my portfolio. Five different market environments, same mission: protect capital first and compound over time. The $SPX500 finished 2025 up about 17%, the $NSDQ100 about 20.8%, and the $DJ30 about 13.3%.... Arată alte Traducere
Stefan Uleia
România
10z
$NVDA (NVIDIA Corporation) biggest move yet in AI hardware Nvidia just announced its largest deal on record, acquiring key assets and licensing advanced AI inference technology from Groq for around USD 20 billion. Groq focuses on ultra low latency AI inference chips, where speed, efficiency, and real... Arată alte Traducere
Stefan Uleia
România
12z
@theijboer , thank you for your trust and for being part of this journey from the very beginning. Hope to see you back soon! 🙏 Traducere
Stefan Uleia
România
13z
🎅 Last year Santa brought markets AI enthusiasm. What do you think Santa brings markets to ride in 2026? The US economy just delivered a strong signal into year-end. GDP grew 4.3% annualized in Q3, the fastest pace in two years, supported by resilient consumers, solid business spending, and calmer... Arată alte Traducere
🤖 AI productivity breakout
100.00%
⚡Energy & infrastructure boom
100.00%
💸Lower rates
100.00%
❓Black Swan
100.00%
31 Voturi
Stefan Uleia
România
14z
Europe’s Industrial Reset⚡🤖 After a year dominated by tariffs and uncertainty, Europe’s industrial sector is quietly setting up for a strong 2026 rebound. Bloomberg Intelligence points to ~13% EPS growth in 2026 vs ~6–7% in 2025, and what I like here is that the drivers are structural, not “one-quarter... Arată alte Traducere
Stefan Uleia
România
17z
After years of uncertainty, TikTok’s U.S. operations may finally be resolved. But the real story here isn’t TikTok it’s $ORCL (Oracle Corporation) 🔹 Oracle becomes essential, not optional In the new structure, Oracle is not just a cloud provider. It will: 1. store all U.S. TikTok user data 2. secure... Arată alte Traducere
Stefan Uleia
România
18z
CPI in the Driver’s Seat Markets closed lower yesterday as investors digested mixed signals ahead of key macro data. Tech weakness especially in AI-linked names combined with rotation into value drove a broad pullback. The $NSDQ100 underperformed, pressured by $ORCL (Oracle Corporation) and semiconductors,... Arată alte Traducere
Stefan Uleia
România
20z
A great year for AI 🤖📈 2025 was a strong year for investors even if it wasn’t a straight line up. More than ever, it was a year where strategy mattered more than predictions, especially during the seasonal volatility spikes like the “Liberation Day” whipsaw and the carry-trade driven selloffs that... Arată alte Traducere
Stefan Uleia
România
21z
Which factor do you expect to dominate equity returns in Q1 2026? 👇 US stock futures are starting the last full trading week of 2025 on a firmer note as the tech selloff cools off, and the overall tone from strategists is still pretty bullish for 2026. Citi, for example, is talking about robust earnings... Arată alte Traducere
Rates📉
100.00%
Earnings📊
100.00%
need more data 🤷‍♂️
100.00%
35 Voturi
Stefan Uleia
România
24z
📉 AI reality check on Wall Street Tech-led selling hit hard today: the $NSDQ100 sank about 1.5% (down ~1.9% at the lows) and the $SPX500 fell around 1%, while the Dow held up better but still slipped ~0.6%. Higher bond yields didn’t help valuation-heavy growth stocks. $AVGO (Broadcom Inc) showed... Arată alte Traducere

Despre Stefan Uleia
România
Strategia: Strategie multiplă

Data-driven investing | 8+ y exp | $6M AUC | 33.47% avg return | Building long-term wealth
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