$GOOGL (-0.67%)
$QCOM (-0.19%)

I remain invested in both companies.

Google wants to merge Android and ChromeOS. The plan is to start in 2026 in order to broaden the ecosystem - including for AI.

The merger of Android and ChromeOS is set to take place next year: Google's Android boss Sameer Samat said this in the course of Qualcomm's Snapdragon Summit. Among other things, the company wanted to bring its own AI to all form factors.

According to Sameer Samat, Google is aiming to ensure that the devices in its own ecosystem work together seamlessly. "I think the opportunity for us is that we can accelerate all the AI advancements we're making on Android and bring it to the laptop form factor as quickly as possible. This will also allow a laptop and the rest of the Android ecosystem to work together seamlessly," he said on Wednesday.

According to Samat, the familiar ChromeOS user interface will be retained, but the technical foundation will be based on Android. "This combination is something we are very excited about for next year."

ChromeOS interface with Android underpinnings

The Android boss also explained that they are committed to the laptop form factor based on Chrome OS and that the platform has been a success for the company. The company also has Android tablets, which "have successfully evolved into increasingly productive devices". However, Google has currently paused its own development. It is conceivable that the company is currently pausing tablet development in order to provide future products with the Android ChromeOS version.

It is hardly surprising that Samat announced this news during Qualcomm's in-house exhibition. The first Android notebooks are likely to contain one of the new Snapdragon chips that Qualcomm announced there. It is unclear whether Google will use a smartphone SOC (system-on-a-chip) such as the Snapdragon 8 Elite Gen 5 or the new Snapdragon X2 Elite notebook chip for the first computers - or whether a different, more cost-effective model will be used.

As with Android smartphones and Chromebooks, Google is likely to work with various hardware manufacturers such as Acer, Samsung, HP and Lenovo to offer a range of Android notebooks in various designs, versions and price points. The new operating system could make its debut at Google's I/O developer trade fair, which usually takes place in May.

https://www.heise.de/news/Google-Notebooks-mit-Android-kommen-naechstes-Jahr-10675280.html

For fun, I took a textbook (risk/return) approach with an efficient frontier analysis. This would make you buy these stocks

$AMZN (-1.27%)
$AAPL (-0.07%)
$MSFT (-0.15%)
$GOOGL (-0.67%)
$ORCL (-1.41%) and $NVDA (-0.8%)

Do not buy the following shares:

$TSLA (-2.01%)
$NFLX (-1.05%)
$UBER (-0.29%) and with $META (-2.33%) you can argue!

I also think conservative approaches are good to strengthen his thesis - I have Amazon, Alphabet and Nvidia in my portfolio :)

$IREN (+7.59%)
$BTC (+0.78%)

$IREN (+7.59%) started earlier than its competitors. The potential is incredible in the truest sense of the word.

"We own the entire stack - land, electricity, substations, data centers and computers. We don't lease anything. This means lower costs, higher performance and long-term reliability. Currently, GPUs consume less than 2% of our total energy portfolio."

CEO & Founder Daniel Roberts

$IREN (+7.59%) Vertical DC integration

What does the vertical integration of data centers mean for $IREN (+7.59%) ? We take a look at this article from DataXConnect: " $NBIS (+2.8%) will be a DataOne tenant for the next 10 years" (1). $NBIS (+2.8%) provides the designs for the construction by DataOne. DataOne owns power, land, substations, transmission infrastructure, backup power generation and facility operations!

$NBIS (+2.8%) pays colocation to DataOne! The 3.7 billion that Google/Fluidstack $WULF (+2.07%) pays for 200 MW (2)? The 3 billion that Google/Fluidstack pays $CIFR (+5.78%) pays for 168 MW (3)?

$NBIS (+2.8%) DataOne is paying around 5.45 billion for their 300 MW. It is probably more, as DataOne has significantly more influence than $WULF (+2.07%) / $CIFR (+5.78%) as DataOne/BSO operates 240 data centers worldwide; for comparison: $EQIX (+1.24%) (75 billion mcap) has 270 data centers. In addition, DataOne has additional capital expenditures for gas turbines behind the meter and will likely pass at least some of the costs on to $NBIS (+2.8%) pass on. For $IREN (+7.59%) which has already paid most of these costs at lower prices, this is largely pure margin!

From the Neoclouds $ORCL (-1.41%) , $CRWV (-2.77%) , $NBIS (+2.8%) , $IREN (+7.59%) . Is $IREN (+7.59%) the only ones who own their own land, power, data centers and electrical infrastructure! $CRWV (-2.77%) was lucky and signed a contract with $CORZ (-2.28%) when $CORZ (-2.28%) was on the verge of bankruptcy. He also secured $ORCL (-1.41%) Crusoe's electricity when Crusoe failed at Bitcoin mining. $CRWV (-2.77%) at least recognizes the weakness and tries to $CORZ (-2.28%) to buy up.

1) https://dataxconnect.com/insights-dataones-new-300mw-data-center-with-nebius-signals-americas-insatiable-appetite-for-ai/

2) https://investors.terawulf.com/news-events/press-releases/detail/112/terawulf-signs-200-mw-10-year-ai-hosting-agreements-with

3) https://investors.ciphermining.com/news-releases/news-release-details/cipher-mining-signs-168-mw-10-year-ai-hosting-agreement/

$CIFR (+5.78%)
$CRWV (-2.77%)
$NBIS (+2.8%)
$GOOGL (-0.67%)
$GOOG (-0.5%)
$MSFT (-0.15%)
$META (-2.33%)
$ORCL (-1.41%)
$NVDA (-0.8%)
$WULF (+2.07%)

Dividend received September 2025

How much dividend did you receive?

#etfs
#aandelen

$O (+0.25%)
$JEGP (-0.36%)
$MSFT (-0.15%)
$GOOGL (-0.67%)

https://youtu.be/IvgiVykXNIg?si=e0Ti90XF1Sbq0GEv

I have not been flagged, but since I post quite a lot about growth stocks, I should also disclose my returns here.

Main driver:

$HIMS (-8.64%)
$IREN (+7.59%)
$GOOGL (-0.67%)

$MSFT (-0.15%)

$GOOGL (-0.67%)

$AMZN (-1.27%)

The hosting and Bitcoin mining company Cipher Mining $CIFR (+5.78%) is increasingly focusing on high-performance computing (HPC) and artificial intelligence (AI). To this end, the company has signed a contract worth 3 billion US dollars with AI cloud provider Fluidstack. The Alphabet subsidiary Google is taking on almost half of the sum $GOOGL (-0.67%) and in return receives warrants to acquire around 5.4% of Cipher's shares.

On September 25, Cipher announced a long-term agreement with the AI cloud provider Fluidstack in a press release:

• Cipher will provide 168 megawatts (MW) of computing power at the Barber Lake site in Colorado City, Texas.
• The contract runs for 10 years and is worth around 3 billion US dollars.
• The plant has a gross capacity of 244 MW and can be expanded to 500 MW.
• Two five-year extension options could increase the contract value to up to USD 7 billion.

The contract is financially secured by Google. The Group is assuming guarantees for Fluidstack's payment obligations amounting to 1.4 billion US dollars, thus covering almost half of the rental obligations to Cipher.

In return, Google will receive options on around 24 million Cipher shares, which corresponds to around 5.4% of the total company shares. Under certain conditions, adjustments to the conditions or a cash settlement payment are also possible.

Today I have completely separated myself from my $AMZN (-1.27%) position today. The reasons for my decision:

○ Disappointing price performance YtD, especially in comparison with other Mag7 stocks

○ Nice price performance of approx. 40% since initial purchase in January 2024

○ No significant AI models and intentions recognizable. Could only become interesting for me again with the advent of humanoid robots

○ Reduction of duplication in the portfolio, as I am working with $MELI (-3.51%) & $9988 (-0.91%) in eCommerce and with $GOOGL (-0.67%) & $9988 (-0.91%) in the cloud sector to other stocks in the portfolio.

I will invest the freed-up capital in Hopfengold at the Oktoberfest in Munich at the weekend. The (hopefully) remaining amount will then flow into the $EQQQ. (-0.72%)