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00:00:00 Market Overview
00:15:30 Deutsche Telekom
00:34:55 Vonovia
01:04:44 Agentic AI
01:20:30 Meta
01:23:50 AMD
01:37:50 indie Semiconductor
01:55:10 Bitcoin Holding Period
Spotify
https://open.spotify.com/episode/29CHKuCEn6PQS6WdGpuE3l?si=hR3dzN8fQQCv-W0ZAGCGCQ
YouTube
https://openyoutu.be/HoDUwFtCnMI
Apple Podcasts
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