Andrei Niculescu

📌 Getting Started with CopyTrading — A Quick Guide for New Copiers

If you’re new to copy trading or thinking about copying my portfolio on eToro, here’s a quick overview of who I am, how I invest, and what you can expect. 👇

💎 About Me — Why Copy?…

Next Week's Game Plan 🎯

🗓️US Macro Calendar Next Week (September 28, 2026) – Key Events for Market🗓️

➡️Monday: -…

🚨 BREAKING: Oil drops as reports point to a possible U.S.-Iran off-ramp

Markets are reacting to reports that U.S. and Iranian negotiators in New York may be exploring a phased path toward de-escalation.

According to the report, a potential framework could include:…

📉 Oracle’s AI Ambitions Meet the Reality of Infrastructure

$ORCL is under pressure today after reports that Oracle issued a force majeure notice tied to Project Jupiter, its massive AI data center development in New Mexico.

At first glance, that sounds alarming. But for investors, the details matter.…

🚨 The AI infrastructure boom may be much bigger than the market realizes.

New estimates cited in the post suggest total investment in data centers and related AI infrastructure could reach $10.3 TRILLION between 2025 and 2032.

That would translate into roughly 3.6% of GDP per year.…

🌍 Trump-Gulf Meeting: Diplomacy With Iran Could Become a Major Market Catalyst

Following his meeting with GCC and other Middle Eastern leaders in New York, Donald Trump said there is**“a lot of momentum” toward reaching a deal with Iran**. The gathering included representatives from Saudi Arabia, UAE, Qatar, Bahrain, Kuwait and Oman, alongside Turkey, Jordan, Egypt, Iraq,…

🛢️ Same timeline. Completely different oil market.

This chart really caught my attention.

Around 200 days after Russia invaded Ukraine in 2022, WTI was roughly $7 below its prewar price.…

💊 Oracle is expanding deeper into Life Sciences, and this partnership with Wipro is another interesting piece of the strategy.

$ORCL Oracle Life Sciences has announced a partnership with Wipro to integrate Oracle Life Sciences Argus BPS into Wipro’s pharmacovigilance services.

Why does this matter?…

⚡️ The AI Data Center Power Race Just Got More Real

One of the biggest challenges for AI infrastructure isn't chips.

It's power.…

Next Week's Game Plan 🎯

🗓️US Macro Calendar Next Week (September 21, 2026) – Key Events for Market🗓️

➡️Monday: -…

This week’s book: −0.99% vs SPX −0.19% 📉

Ran ahead mid-week, faded into Friday, finished a touch behind the index. Not a wipeout — just a reminder a concentrated book still feels every wiggle.

What changed under the hood 🔄…

Intuit $INTU Investor Day: A Reminder That This Is Much More Than a Tax Software Company

One of the more interesting Investor Days I followed this week was from Intuit. While the market remains focused on recent customer growth challenges, management spent most of the event outlining how the company is transforming into an AI-powered financial intelligence platform.

The centerpie…

📈 New Portfolio Addition: CVS Health $CVS

Yesterday, I initiated a position in CVS Health.

While much of the market remains focused on AI, software, and high-growth names, I continue looking for opportunities where expectations are low, valuation is attractive, and the underlying business remains strategically important.…

📈 New Portfolio Addition: AppLovin $APP

Yesterday I initiated a position in AppLovin, and I wanted to share the thinking behind the decision.

At first glance, many investors still associate AppLovin with mobile gaming. I think that view is increasingly outdated.…

🔋 New Position Added: First Solar $FSLR

Yesterday I initiated a position in First Solar.

While much of the market remains focused on AI infrastructure, software, and data center beneficiaries, I'm also looking for opportunities where long-term secular demand appears stronger than current investor sentiment.…

🚨 BREAKING: Fed Chair Kevin Warsh just delivered one of the clearest hawkish signals yet.

The Federal Reserve voted unanimously to raise interest rates by 25 basis points 📈

But the real headline was Warsh's message:…

🚨 Fed Rate Hike Expectations Are Shifting Fast

According to a Wall Street Journal compilation of major bank forecasts, the overwhelming consensus is now that the Federal Reserve is expected to raise interest rates in September, with many economists also forecasting another hike before the end of 2026.

What the forecasts show:…

🚀 Salesforce $CRM is making a bold play to become the operating system for enterprise AI.

Today's Dreamforce announcements weren't just another product update. They revealed a clear strategy: Salesforce wants to be at the center of the AI agent ecosystem, regardless of which cloud, model, or enterprise platform customers use.

🔹 Salesforce and NVIDIA unveiled Koa, a CRM-specific…

The Fed Just Got a Lot More Hawkish 📈

One inflation print can change everything.

After August CPI came in firmer than expected, a remarkable shift occurred across Wall Street. Economists who had previously expected the Federal Reserve to stay on hold are now increasingly calling for a September rate hike.…

Next Week's Game Plan 🎯

🗓️US Macro Calendar Next Week (September 14, 2026) – Key Events for Market🗓️

➡️Monday: -…

📉 Week in review: portfolio −4.0% vs S&P 500 −0.8%.

Seven names. Most of them software. The tape did not care. 😬

Mon–Thu was a rate-and-oil week. 🛢️ The US–Iran conflict and Houthi moves around the Red Sea and Hormuz pushed Brent through $100 and briefly toward $110. Energy inflation showed up in PPI, then CPI printed +0.4% m/m and +3.4% y/y. 10-year yields tagged multi-year…