Extended background
I studied economics at BI Norwegian Business School (Stavanger) and started working with finance and investing at age 20. I took a hard lesson early—the 2007–08 financial crisis hit just as I was getting started. I began in oil & gas equities and learned the realities of cyclicality, capex cycles, and liquidity the hard way. Over time I shifted toward technology, where my work now focuses on AI infrastructure and inference—areas with clearer structural demand and better compounding economics.

Today I spend several hours every day staying current: earnings calls and transcripts, capex guides, supply-chain checks, hyperscaler announcements, GPU roadmaps, networking/optics, servers, and power/cooling. That routine feeds a disciplined, long-only process: thesis first, evidence-driven adjustments, add on weakness, and trim on strength—with accountability to results.

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→ View my transparent stats on Bullaware

What I Do

  • Focus: Semiconductors; the data-center stack (servers, networking, power/cooling); and cloud platforms that monetize AI inference.
  • Time Horizon: 5–10 years with disciplined entries/exits and transparent position sizing.
  • Method: Company fundamentals + capex tracking (who’s building what, where, when) + real demand signals from data centers.

Investment Principles

  • Build + Use: Own both the tools that build the AI stack and the platforms that profit from usage.
  • Moat First: Prioritize irreplaceable links in the value chain with durable pricing power.
  • Signal Over Noise: Track results, guidance, bookings, capex, and supply chains closely.
  • Risk Management: Concentrated portfolio, clear weights—trim on strength, add to quality on weakness.

Copy Me on eToro

I’m a Popular Investor on eToro—copy my live portfolio and changes automatically. I post regular updates explaining positioning, risk, and the why behind each move.

→ Copy my portfolio on eToro

Approach: Long-only, no leverage, concentrated AI-infrastructure exposure.
Communication: Clear reasoning, post-earnings takeaways, and structured risk management.

Disclaimer: Copy Trading does not amount to investment advice. Your capital is at risk. Past performance is not indicative of future results.