Andrei Niculescu Creator

📌 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?…

📊 Weekly Portfolio Update | October 26–30, 2026

🚨 NFP BEAT: October payrolls +165K vs ~65K expected.

📊 Unemployment: 4.1% vs 4.2% expected

📊 Wages: +0.4% monthly vs +0.3% expected; +3.1% annually…

🚨 Airbnb $ABNB beats and raises as travel demand accelerates.

📊 EPS $3.16 vs ~$2.85 expected

📊 Revenue $4.87B (+19% YoY) vs $4.75B expected…

🚨 Asia catches the AI contagion — Nikkei just entered a bear market.

Japan's Nikkei 225 closed down 6.0% at 57,411, more than 20% below its June peak. Korea's KOSPI fell 6.0% after an earlier plunge exceeding 8% triggered a circuit breaker. SoftBank slid about 11.6%.

The selling follows Thursday's US chip rout: Nasdaq -5.5%, SOXX -12.25%.…

🚨 AI BLOODBATH: Chip stocks just had their worst day since March 2020.

The post-election rally is gone in 24 hours. Investors fear a Democratic Congress could slow the AI data-center buildout, and the selling spread to every sector.

📉 Nasdaq -5.3% (intraday), now in correction…

🚀 AppLovin $APP just crushed Q3 and guided higher, and the stock is up ~16% pre-market.

📊 EPS $4.30 vs ~$4.04 est. | Revenue $2.19B (+55% YoY) vs ~$2.08B | Q4 guide $2.365–2.395B vs ~$2.25B consensus. $1.4B of free cash flow, and the buyback was raised by $3.2B.

🟢 Bull case: 84% EBITDA margins, AI ad models still rolling out, and e-commerce/consumer advertisers growing at triple…

📊 $QCOM beats… then drops 7% after hours.

Qualcomm posted adj. EPS of $2.17 (vs $2.16 est.) on revenue of $10.44B (vs $10.11B), but handset chip sales fell 26% YoY as the memory shortage crushes smartphone demand. The Q1 EPS guide midpoint of $2.25 came in below the $2.27 consensus.

🟢 Bull case: Automotive +89%, the data center ramp (Amazon AWS custom chips, the Starlink deal),…

🚨 DOW +1,500: The Gridlock Rally is here.

Democrats took both chambers of Congress, and Wall Street cheered a divided government. Dow +2.9%, S&P 500 +1.8%, Nasdaq +1.9% intraday. $AAPL and $MSFT hit record highs.

But not everyone won. AI build-out names sold off on data-center restriction risk: CoreWeave -9%, Vistra -13%, Micron -5%. Defense also slid, with Lockheed -6%.…

🚨 SUPER MICRO JUST BLEW THE DOORS OFF 🚀

$SMCI fiscal Q1:

📊 Revenue $19.95B vs $16.26B est. (+298% YoY)…

🚨 AMD just crushed Q3 and guided WAY above the Street.

📊 Adj. EPS $2.09 vs $1.94 est. | Revenue $13.38B (+45% YoY) vs $13.06B

⚡ Data Center: record $8.55B, nearly doubled YoY…

📊 Palantir just beat AND raised, and the stock is still down ~8%.

$PLTR Q3: revenue $2.31B (+96% YoY) vs $2.18B est., adj. EPS $0.44 vs $0.41. Q4 guide $2.65B vs $2.46B est., FY26 raised to ~$8.53B. US commercial revenue +148% and now bigger than government.

🟢 Bull case: hypergrowth at scale, guidance crushing consensus, profits and FCF ($4.8–5.0B FY guide) rising fast.…

📊 Apple beat on the quarter, but the guide is what moved the stock.

$AAPL FQ4: EPS $2.10 vs $1.99 est, revenue $114.5B (+12% YoY) vs $113.4B. iPhone +17%. But it's guiding Dec-qtr gross margin to 45–46% (est ~46.3%) on rising memory costs, and Services to +8–9%. Shares fell 2.8% after hours.

🟢 Bull: Apple is guiding to a record holiday quarter (+7–10%), the iPhone 18 cycle is…

🚨 US FACTORIES ARE SPEEDING UP

The October ISM Manufacturing PMI jumped to 55.5 vs 54.5 expected, the 10th straight month of expansion. Production hit 59.0, the highest since Nov 2021, while Prices Paid cooled to 75.2 from 77.9.

🟢 Bull case: Output and new orders are accelerating while input-cost pressure eases. That's a "growth without hotter inflation" mix that supports…

📊 Estée Lauder just delivered a BEAT & RAISE

$EL posted adj. EPS of $0.72 vs $0.51 expected (vs $0.32 a year ago) on revenue of $3.72B (+7% YoY), ahead of the ~$3.64B consensus. Management lifted its FY27 EPS guide to $3.20–$3.45 and now sees 4–5.5% organic sales growth. Shares +2.4% pre-market.

🟢 Bull case: Margins are snapping back (adj. op margin 12.1% vs 7.3%), luxury…

🚨 OIL SINKS 3% ON IRAN TALKS: STOCK FUTURES BOUNCE BACK

Peace hopes are draining the war premium out of crude. Trump reportedly wants to give Iran diplomacy more time before any strikes after Tuesday's midterms, and Qatar-mediated talks are in day three.

🛢️ Brent: $109.67 (▼3.3%)…

🚨 AI RECKONING: Nasdaq dives 3%+ as tech bleeds ~$1.5 TRILLION

Big Tech's AI spending spree just hit a wall. After Amazon & Alphabet misses and Intel's cash-burn warning, the Nasdaq 100 is on track for its worst day since June. S&P tech -5%+, Intel -31% (worst day since 1974), AMD -12%, Nvidia -4%+. Oil above $110 and a record $6.3B Binance hack add fuel. (Intraday figures,…

🚨 Intel just beat… and the stock is down ~23% pre-market.

$INTC Q3: adj. EPS $0.52 vs $0.40 est., revenue $16.51B (+21% YoY), data center & AI +78%. But the Q4 guide is the problem: $15–16B revenue vs $17.1B expected, EPS $0.25 vs $0.43. Intel sees the PC slowdown lasting at least through 1H 2027, and capex is heading sharply higher.

🟢 Bull case: data center & AI is booming…

🚨 Amazon just missed — and the stock is down ~7% overnight.

Q3: EPS $1.89 vs $1.96 est. | Revenue $201.9B vs $202.3B est. (+12% YoY). AWS was the bright spot: $46.0B, +39% YoY, fastest in ~5 years. But capex hit $77.3B in one quarter, trailing free cash flow is -$42.4B, and Q4 guidance ($240–247B) came in light at the midpoint.

🟢 Bull case: AWS is re-accelerating (40%+ growth…

📊 ELI LILLY JUST BEAT AND RAISED — AGAIN 🚀

$LLY Q3 2026:

• Revenue $24.4B vs $22.6B est. (+39% YoY)…

🚨 US economy runs HOT: Q3 GDP +3.4% (est. 3.2%) while inflation stays sticky.

📊 Sept PCE: +0.5% M/M, 3.6% Y/Y | Core PCE 3.1% Y/Y, in line. Real final sales only +1.7%, so inventories helped flatter the headline. It's a day after the Fed held at 3.75–4.00% and kept a December hike on the table.

🟢 Bull case: Growth above 3% with consumers spending 3.8% means earnings support and…

⚡ AI GIANTS SPLIT: $GOOG sinks, $MSFT rallies after earnings

Alphabet and Microsoft reported minutes apart last night and got opposite verdicts.

📊 Alphabet: Revenue $127.6B (+25% YoY) narrowly missed the $128.2B est. EPS missed too, and free cash flow came in at -$9.1B as AI capex hit $51.4B. Google Cloud was the star: +103% to $30.7B with a $561B backlog. Stock ~-9% after hours.…