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?…

🚨 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…

📊 August CPI is in

Headline inflation: +0.4% month-over-month, +3.4% year-over-year — in line with forecasts.

Core (ex food & energy): +0.3% MoM, +2.4% YoY. Yearly core eased a bit, but the monthly print ran a tenth hotter than expected.…

Sell-side Fed calls are still moving slowly. 🐢📉

After Warsh’s Jackson Hole speech, only a handful of banks formally flipped toward a September hike. BNPP just joined that group and now pencils in two hikes this year.

As of 9/10:…

🚀 $ORCL just proved it's no longer just an enterprise software company—it's becoming a serious AI infrastructure powerhouse.

Q1 FY2027 highlights:

💰 $19.3B in revenue (+30% YoY)…

📊 Tomorrow's CPI Could Set the Market's Next Big Move

Tomorrow's August CPI report may be the most important macro event of the month.

According to economist forecasts compiled by Nick Timiraos, the median estimate calls for:…

🚇 AECOM Lands Key Role in Ireland's First Metro System

One of my core holdings, AECOM $ACM has secured another high-profile infrastructure opportunity as part of a joint venture with Jacobs $J selected as the Program Delivery Partner for MetroLink, Ireland's first metro railway system.

MetroLink will connect North County Dublin, Dublin Airport, and Dublin city center through a…

🚀 Salesforce $CRM has officially completed its acquisition of Fin (formerly Intercom's AI customer service business).

Why does this matter?

✅ It strengthens Salesforce's position in AI-powered customer engagement.…

🚨 Oracle Earnings Preview: The AI Infrastructure Story Faces Its Next Test

Oracle $ORCL reports Q1 FY2027 earnings today after the market close, with the conference call scheduled for 5:00 PM ET. Oracle previously guided for revenue growth of 27%-29%, cloud growth of 58%-64%, and non-GAAP EPS of $1.72-$1.76.

Over the past year, Oracle has transformed from a traditional…

🚀 Salesforce Doubles Down on AI

Reports indicate that Salesforce $CRM is in talks to acquire AI platform Listen Labs for around $2 billion, signaling that the company remains aggressive in expanding its AI ecosystem.

For investors, this is about more than another acquisition. Salesforce has made it clear that AI is becoming the next growth engine across its platform. From…

🚨 Bond Market Showdown? Treasury Buybacks, the Yen, and a Secretary Ready to Test the Market

Today's spotlight is on the U.S. Treasury, which is expected to announce details of an expanded bond buyback program, a tool designed to improve liquidity and ease stress in the Treasury market.

What makes this especially interesting is the backdrop:…

🚀 One of the tools I use most alongside company filings, earnings calls, and investor presentations is Seeking Alpha Premium.

It helps me:

✅ Screen stocks efficiently.…

Next Week's Game Plan 🎯

🗓️US Macro Calendar Next Week (September 7, 2026) – Key Events for Market🗓️

➡️Monday: Labor Day.…

📊 Weekly Portfolio Update | Week Ending Sept. 4 Another week in the books. Here's an honest look at how my portfolio performed versus the market. Portfolio: -0.8% 🔴 S&P 500: +0.1% I underperformed the index by 0.8% this week, mainly due to weakness across several growth and enterprise software names. While it's never fun seeing red, a single week doesn't change my…

📊 August Jobs Report: Stronger Than Expected, But Not Overheating

The U.S. labor market delivered a solid surprise today, with job growth significantly exceeding expectations while unemployment remained stable.

🔹 Nonfarm Payrolls: +162K vs +55K expected…

📊 Jobs Friday: Why Markets Are Watching Closely

Today’s U.S. jobs report could be one of the most important macro events of the month.

Current expectations point to:…

🔐 Zscaler $ZS caps off FY2026 with another strong quarter, reinforcing why Zero Trust remains one of the most important cybersecurity trends of the AI era.

Key highlights from the quarter:

✅ Revenue grew 25% year-over-year for FY26.…