Nvidia $NVDA and Meta $META are expanding a multi-year collaboration, and for me this is mainly confirmation of one thing: while the big players publicly talk about "capex fatigue", in reality they continue to massively lock in capacity for several generations ahead. Meta is set to take millions of GPUs (Blackwell + future Rubin), along with CPUs and networking from Nvidia, and... Read more
Greetings to all investors—over the past few days confidence in Tesla’s Full Self-Driving (FSD) technology has been shaken by another series of incidents, the most striking of which involved a car repeatedly attempting to drive straight into a lake. This incident clearly demonstrates that a system built purely on camera vision still fails to recognize basic terrain features,... Read more
I only hear about these incidents from you here 😂. If something big and important had happened, it would probably have shown up everywhere. We'll see how their next results turn out.
While SpaceX is often talked about mainly in the context of Starlink and commercial launches, news has now emerged that pushes the company further into the hard defense business. According to Bloomberg, SpaceX, together with its subsidiary xAI, is participating in a classified Pentagon competition to develop voice-controlled autonomous drones. It’s a six-month project with a... Read more
The war between Netflix $NFLX and Paramount Skydance $PSKY is far from over!
The board of Warner Bros. $WBD is discussing whether Paramount could offer better terms regarding the sale. No decision has been made yet, so the board may continue to stick with the current agreement with Netflix.
I think investors in $NFLX shares will make money even without WBD. But if Netflix were to get it, that would be awesome and I could watch more movies😄
Chinese automakers are heading to the US – and in my view this is a topic that could significantly shake up the American EV market in the coming years.
Currently imports are blocked by a 100% tariff, but if brands like BYD $BY6.F , Geely (Zeekr, Lynk & Co) or others were to build factories directly in the US, that barrier would effectively fall. President Trump has already... Read more
I think this will have a positive impact on consumers. Traditional automakers will be in trouble. They really haven't had it easy over the past few years. They've simply fallen behind on technology, and now they're paying the price with low margins just to remain at least somewhat competitive.
Which REITs do you have in your portfolio? Do you think this is finally the year they start to grow?
I looked at this year’s performance of the most well-known REITs, like $O or $VICI, and that growth isn’t bad at all. For example, shares of $O have risen by more than 14% since the start of the year. It’s possible these stocks will do well this year, but for me this sector is... Read more
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Big Tech Spending Shock: Are Massive AI Investments Starting a Market Reset
Nvidia $NVDA and Meta $META are expanding a multi-year collaboration, and for me this is mainly confirmation of one thing: while the big players publicly talk about "capex fatigue", in reality they continue to massively lock in capacity for several generations ahead. Meta is set to take millions of GPUs (Blackwell + future Rubin), along with CPUs and networking from Nvidia, and...
Read more
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I'd welcome a bigger stock move than just 0.2%. I'll probably buy more $META shares.
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Hotel REIT: 4% yield, asset discount, and a 28% re-rating case
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Top 5 Dividend Winners of 2026 Outperforming the S&P 500
Greetings to all investors—over the past few days confidence in Tesla’s Full Self-Driving (FSD) technology has been shaken by another series of incidents, the most striking of which involved a car repeatedly attempting to drive straight into a lake. This incident clearly demonstrates that a system built purely on camera vision still fails to recognize basic terrain features,...
Read more
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I only hear about these incidents from you here 😂. If something big and important had happened, it would probably have shown up everywhere. We'll see how their next results turn out.
Since Andy Jassy became Amazon's CEO ‼️
Revenues have risen by more than 50%, operating margins have nearly doubled, and operating cash flow has increased by almost 150%. 📊
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Thanks Andy for making the company cheaper for us investors :) We're happy to take advantage of this discount.
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€38.8bn in orders and a new EUV cycle: why ASML’s growth case now stretches to 2028
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Amazon’s Longest Losing Streak in Two Decades: Is It a Buy Opportunity or a Warning Sign?
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While SpaceX is often talked about mainly in the context of Starlink and commercial launches, news has now emerged that pushes the company further into the hard defense business. According to Bloomberg, SpaceX, together with its subsidiary xAI, is participating in a classified Pentagon competition to develop voice-controlled autonomous drones. It’s a six-month project with a...
Read more
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This is extreme, but I’m not very surprised by Musk anymore. If there’s an IPO, it’ll be a roller coaster.
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No revenue, one obesity shot on goal: 2026 decides if VK2735 is a contender or a footnote
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Top 6 High-ROE & High-Cashflow Stocks: Quality That Pays Off
The war between Netflix $NFLX and Paramount Skydance $PSKY is far from over!
The board of Warner Bros. $WBD is discussing whether Paramount could offer better terms regarding the sale. No decision has been made yet, so the board may continue to stick with the current agreement with Netflix.
...Read more
Zobrazit další komentáře
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I think investors in $NFLX shares will make money even without WBD. But if Netflix were to get it, that would be awesome and I could watch more movies😄
Chinese automakers are heading to the US – and in my view this is a topic that could significantly shake up the American EV market in the coming years.
Currently imports are blocked by a 100% tariff, but if brands like BYD $BY6.F , Geely (Zeekr, Lynk & Co) or others were to build factories directly in the US, that barrier would effectively fall. President Trump has already...
Read more
Zobrazit další komentáře
I think this will have a positive impact on consumers. Traditional automakers will be in trouble. They really haven't had it easy over the past few years. They've simply fallen behind on technology, and now they're paying the price with low margins just to remain at least somewhat competitive.
Which REITs do you have in your portfolio? Do you think this is finally the year they start to grow?
I looked at this year’s performance of the most well-known REITs, like $O or $VICI, and that growth isn’t bad at all. For example, shares of $O have risen by more than 14% since the start of the year. It’s possible these stocks will do well this year, but for me this sector is...
Read more
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For a dividend investor, these are great stocks, and you shouldn’t expect their prices to rise by hundreds of percent.
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Undervalued by 16% with a near-2% yield: the “boring” logistics play that’s paid dividends for 49 straight years