Humanoid robots are one of the most discussed technology topics of recent months, and investor interest will likely not fade even in 2026. The excitement is understandable—the pairing of AI with the physical world sounds like the next big chapter in technological development. The problem is that reality so far significantly lags behind what we see on stages and in promo videos.... Read more
I'm just watching from afar for now, and I haven't invested in a company that focuses mainly or exclusively on this kind of robot. But maybe that'll happen one day :)
Overall, Asia seems like an interesting environment right now, where you can find relatively cheap stocks with high potential. I currently have in my portfolio $BY6.F, $BABA and $SFTBY. On my watchlist I'm watching $XIACY, $PDD and $BIDU.
Shares $RDDT have risen by more than 390% over the past two years, which is a solid performance. After the IPO the shares plunged significantly, but they later recovered and the company is doing quite well now. At the current valuation I won't invest in it, but after a possible correction it could be interesting.
What are your thoughts on Reddit? Do you hold $RDDT in your... Read more
I'm curious how Reddit will approach LLM models. Right now they get some revenue from chatbots that draw on their content when answering queries. But what will it be like in a few years when people become more comfortable and a scenario similar to what was predicted for Google becomes likely? Will people visit their pages or just rely on a quick answer? Advertisers will inevitably have to respond to this.
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Humanoid robots are one of the most discussed technology topics of recent months, and investor interest will likely not fade even in 2026. The excitement is understandable—the pairing of AI with the physical world sounds like the next big chapter in technological development. The problem is that reality so far significantly lags behind what we see on stages and in promo videos....
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I'm just watching from afar for now, and I haven't invested in a company that focuses mainly or exclusively on this kind of robot. But maybe that'll happen one day :)
🚨 A sneak peek at my $50,000 PORTFOLIO at year-end.
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Wishing you lots of success in the New Year, colleagues❗
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Beautifully diversified portfolio. I wish you lots of luck in the New Year.
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Which Asian stocks do you have in your portfolio?
Overall, Asia seems like an interesting environment right now, where you can find relatively cheap stocks with high potential. I currently have in my portfolio $BY6.F, $BABA and $SFTBY. On my watchlist I'm watching $XIACY, $PDD and $BIDU.
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For the Asian market I ended up opening positions in CEBL.DE; it’s an ETF focused on the region.
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Shares $RDDT have risen by more than 390% over the past two years, which is a solid performance. After the IPO the shares plunged significantly, but they later recovered and the company is doing quite well now. At the current valuation I won't invest in it, but after a possible correction it could be interesting.
What are your thoughts on Reddit? Do you hold $RDDT in your...
Read more
Zobrazit další komentáře
Bulios Black
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I'm curious how Reddit will approach LLM models. Right now they get some revenue from chatbots that draw on their content when answering queries. But what will it be like in a few years when people become more comfortable and a scenario similar to what was predicted for Google becomes likely? Will people visit their pages or just rely on a quick answer? Advertisers will inevitably have to respond to this.