$BABA (+5.5%) why is the daily % performance always wrong on this app???😂😂
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306China's tech giants secure NVIDIA chips | Spotify expects weaker user growth
China's tech giants secure NVIDIA chips Amid growing geopolitical tensions between the US and China, major Chinese tech companies have invested billions in acquiring specialized AI chips from NVIDIA in a veritable race against time. Companies such as ByteDance Alibaba $BABA (+5.5%) and Tencent $700 (+4.95%) have bought NVIDIA H20 chips en masse to protect themselves from US export restrictions. According to the business magazine Nikkei Asia, the three tech giants have together ordered around one million H20 chips, which is almost a year's supply. These chips were specifically ordered before the new US restrictions come into force in April 2025. ByteDance in particular is said to have taken aggressive action; together with other companies, rush orders worth over 12 billion US dollars were placed. The H20 chips are an adapted version of the H100 model and offer sufficient capacity for demanding AI applications despite reduced computing power. The chips are particularly popular in China due to their price-performance ratio and availability. These developments are not without consequences for NVIDIA: The company expects the new export restrictions to result in a slump in sales of around 5.5 billion US dollars in the first quarter of 2025. Chinese tech companies are now turning their attention to domestic alternatives such as Huawei's Ascend chips. Spotify expects weaker user growth After a strong start to the year, music streamer Spotify is expecting less momentum in the second quarter. Company CEO Daniel Ek announced that some disruptive noise must be expected in the short term. The number of monthly active users, an important indicator for advertisers, is likely to grow less strongly in the current quarter than recently, which has disappointed the forecast. Spotify shares came under pressure in pre-market trading and lost six percent. However, Ek remains optimistic in the long term. Spotify's freemium model offers users a great deal of flexibility in uncertain times, as they can choose between a free, ad-financed offering or paid premium services. In the first quarter, the number of premium subscribers rose by twelve percent to 268 million, while monthly active users increased by ten percent to 678 million. In the second quarter, Spotify expects a further increase to 689 million, although analysts had expected more. Revenue rose by 15 percent to 4.2 billion euros, but here too the experts' expectations were higher than the actual figures.
Sources:
Future of Tech - just some ideas
Ideas?
https://www.trading212.com/pt/pies/lua2LbG5mCkbey24uUDCHJHdUyIa9
Yes, no AAPL, MSFT, ASML or TSMC intentionally. NVIDIA, Google and Amazon bolstered by secondary positions in ETPs. Includes potential Chinese leaders as well (some are not available for trade on European brokers unfortunately because there would be more to add). Share your thoughts.
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Podcast episode 84 "Buy High. Sell Low."
Subscribe to the podcast so that the bottom is reached soon.
00:00:00 Market environment
00:21:40 Nike, Adidas, Puma, On Holdings, Lululemon, Under Armor
00:35:50 Finding the bottom: Vix, Oil Price, Baltic Dry Index, Gold, Bonds / Bonds, CME FED Watchtool, St. Louis FRED Overnight Reverse Repurchase Agreements, COT
01:18:30 Chevron, Exxon, Occidental Petroleum, BP, Shell
Oil & Gas Exploration & Production A1JKQL
WisdomTree WTI Crude Oil A0KRKU
iShares MSCI World Energy Sector A2PHCF
01:29:35 China shares
01:44:25 Container ship shares
Spotify
https://open.spotify.com/episode/28RlbWBRC6xGUJ8AkHVcFU?si=w1t0GJtDTWOwNuUADqWoPQ
YouTube
Apple Podcast
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$BABA (+5.5%)
$700 (+4.95%)
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#china
#zoll
#podcast
Delisting
$BABA (+5.5%) Could it happen that the China (ADR) shares are no longer listed due to the current conflict?
Q1 PORTFOLIO UPDATE
Natan YTD: +9.1%
S&P500 YTD: -4.6%
My positions: $PDD (+5.59%)
$BABA (+5.5%)
$TMDX (-1.65%)
$META (+3.95%)
$HOOD (+0.39%)
$PYPL (+2.72%)
$MRNA (-2.85%)
$BTO (-5.04%)
$EW (+0.12%)
$AMD (-0.03%)
ALLOCATION BY COUNTRY:
🇺🇸 US: 50%
🇨🇳 China: 42%
🇨🇦 Canada: 6%
🇨🇭 Switzerland: 2%
What do you think about my portfolio?

Exchange among Leverage Derivatives users
First of all: yes, I am aware of the risks. We don't necessarily need to discuss that 😇
Aim of the post: if you trade knock-out certificates, for example, what strategies do you have? If you have one, is it based on technical or fundamental data? Or both?
About the transaction: It is a KO certificate on alibaba. Bought sometime q3 2024 when the strike price was around 65$ (ADR), sold in February 2025 when the strike price was around 140$ - so held against every "recommendation" for many months (instead of a few weeks). I had put in 2500€.
What was my "strategy"?
I decided to avoid a market 100% when it is in a correction/bear market - no matter how good the company is. That's what I learned in 2022 $TSLA (+2.01%) when they went down to 100$. I bought at 150$ and thought to myself what everyone was probably thinking "it can't go any lower 😅. Experience shows that no "support zones", which I looked at on a weekly basis on marketscreener.com, hold in such phases. Since I have no idea about charting, that was my only "tool" 😅... and bang... I was knocked out. Ergo: USA 100% currently ruled out for KO certificates.
Change of strategy 🔄
With $BABA (+5.5%) I thought of the following:
- The hang seng had moved sideways after the real estate crisis
- At the beginning of 2024 there was no recovery, but the real estate market and the economy stabilized for the first time, which led me to look more positively at China - so I continued to hold.
- The fact that China equities were massively undervalued at the time also confirmed my "strategy".
- At the end of 2024, there were indeed slight recoveries in China, which the Hang Seng reflected.
The bet has been absorbed.
I made another bet a few weeks ago on $9888 (+2.49%) a few weeks ago.
What strategies/tools do you use if you trade KO Zerts? I would be really interested. After all, you never stop learning 🫡
Disclaimer: the times mentioned are from the memory log, in case there are internet sherlocks around here 🥸☺️
China shares ?!
How do you deal with China shares?
Does it make sense to buy or should you stay away from individual positions and rather invest in the market via an ETF?
I'm in the process of reading up on the subject and am finding it a bit difficult. 🙈
I'm interested in the specific example of Alibaba and what you would rather buy, $BABA (+5.5%) or $9988 (+5.45%) and why?
What do you think about ADR? (Advantages and disadvantages).
I am interested in the opinions of those who have already had experience with it.
Looking forward to your opinions! 😊
Whether ETF or individual share is a question of risk 🤷♂️ Diversify or not.
ADR is self-explanatory with Google and GPT 😅 What I think about it - established and safe (99.9%)
The top 3 dividend payers come from the USA and the UK
And another record: in 2024, companies worldwide paid out dividends worth a total of 1.75 trillion dollars, which is 5.2% more than in the previous year.
The major US tech stocks, which previously paid out nothing at all for many years, played the leading role. Alone $META (+3.95%) Meta (Facebook ), Amazon $AMZN (+0.69%) and the Chinese online retailer Alibaba $BABA (+5.5%) were responsible for a fifth of the increase. And $MSFT (+4.14%) Microsoft once again paid the highest dividend worldwide at 22.90 billion dollars. In second place is $XOM (+1.08%) Exxon Mobil with 15.60 billion dollars and only just behind it $HSBA (+0.36%) HSBC with 15.40 billion dollars (see table).
Overall, the top group is heavily dominated by American and Chinese companies. Just under half of the increase comes from the financial sector.
Dividends are particularly important for investors who value current income. The key indicator here is the dividend yield, i.e. the payout in relation to the share price. A high percentage can be based on earnings strength and a shareholder-friendly corporate policy. However, very high dividend yields in particular are sometimes the result of falling share prices and therefore indicate a lack of confidence in the earnings power and therefore also in the medium and longer-term ability to continue to pay high dividends. Therefore, this figure alone can never be a good reason to buy.
Source (excerpt) & chart: Handelsblatt

Alibaba focuses on AI - share on track
Have you heard about the rapid rise in Alibaba shares? 🚀 After a difficult time with the Chinese government, things are looking up again for the company. CEO Eddie Wu has announced that Alibaba wants to $BABA (+5.5%) wants to really take off in the AI sector.
In the last quarter, Alibaba achieved sales growth of 8 percent to 280.2 billion yuan (38.6 billion US dollars). This is the fastest growth in over a year! The share price has already risen by more than 60 percent this year. Despite these impressive figures, the share price is still a long way off its high from October 2020.
A large part of the turnover comes from e-commerce and the cloud business. The next three years will be particularly exciting, as Alibaba is planning massive investments in artificial intelligence. Eddie Wu describes general artificial intelligence as the company's primary goal.
What do you think about the future of Alibaba and its AI strategy? 👍