$HEIA (-7.13%)
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$MSFT (+0.95%)
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$005930
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I would like to $HOOD (+2.67%) liquidate my position completely. I have been able to take a few good percentages from the hype but do not see any further major development in the future.

I would like to invest the money in one of 3 companies where I am already invested either $MSFT (+0.95%), $AMZN (+1.89%) or $META (+1.84%).

What do you think about this decision and which of the 3 companies would you choose?

$AMZN (+1.89%)

Jeff Bezos sold around 6.6 million Amazon shares on July 21 and 22 - the equivalent of over USD 1.5 billion. The sales were made via a 10b5-1 plan set up back in March, i.e. not a spontaneous action.

The selling prices were between USD 227 and 230. Bezos still holds almost 888 million shares, so the sale is more of a small reduction. Nevertheless, it is striking because it was not the first sale this year - could indicate further planned sales.

Maybe the new wife is so expensive? 😉

https://www.sec.gov/Archives/edgar/data/1018724/000101872425000080/xslF345X05/wk-form4_1753302567.xml

What does $NBIS (+3.88%) ? And what do they do differently from the big players like Google $GOOGL (+1.02%) , Amazon $AMZN (+1.89%) and new companies like $CRWV (-3.46%) and $IREN (-1.48%)?

Many people simply find it difficult to understand the business model. That's why I'll try to explain it in a way that even someone who has nothing to do with technology will understand.

Imagine the computer world as a huge playground where companies build super-fast machines to develop smart robots or cool AI games, for example an AI that paints pictures or can chat with you like a friend. $NBIS (+3.88%) is one of these companies, but it is special. Because they build their own slides and swings, i.e. their own infrastructure for AIs, and don't just use old, boring ones from others.

The fact that they build their own playground is VERY IMPORTANT and I'll explain why.

Once they've built this playground, they rent out these super-powerful computer parts - called GPUs (think of them as magical brains for AIs) - to people who want to use them to develop cool AI stuff.

The competition is other "playground builders", but big ones like $AMZN (+1.89%) (AWS) or $GOOG (+1%) (GCP) who build playgrounds for all kinds of games (not just AI), and smaller ones like $CRWV (-3.46%) or $IREN (-1.48%) who also focus on AI but have a different approach.

Like I said: $NBIS (+3.88%) builds everything themselves (a kind of "do-it-yourself" kit), unlike most others who buy pre-made parts from third parties. Nebius develops its own computers and software, specifically for AI. As a result, their machines run faster, consume less energy and cost less to rent. This is why Nebius' prices are 30-40% cheaper than AWS or GCP and the reason for these lower prices is important, as explained above. It's like building your own fast bike instead of buying a slow one from the store.

This also allows them to get the latest and greatest GPUs from Nvidia faster than others. Nvidia $NVDA (+3.25%) is also a partner (i.e. a buddy).

The big competitors like AWS or Google don't just do AI, but also a hundred other things, like storing your vacation photos or running websites for cupcake stores.

$NBIS (+3.88%) says: "No thanks, we only do AI!" and that's why their tools are particularly well suited to AI tasks, such as training or efficiently running smart bots.

It's like a store that only sells ice cream and therefore has the tastiest ice cream. Would you rather go there or to a supermarket that sells a thousand other things?

Or imagine a family doctor who can do a little bit of everything compared to a neurosurgeon who specializes in brain surgery. Who do you go to when you need brain surgery? Exactly.

Then you ask: What about $CRWV (-3.46%) and $IREN (-1.48%) ?

Imagine building your own playground, which costs a little more - but you also sell cupcakes, juices and summer drinks on the weekends. So you have a lot of savings and additional revenue streams to rely on if your playground ever needs more money. $NBIS has over $1 billion in cash and three other growing businesses, as well as 28% in a fourth company to fund their AI computing. This ability to raise capital quickly and without dilution is extremely important.

They build themselves.

They build efficiently.

They build faster.

They build cheaper.

They charge less money.

And they have enough money to build even more.

$AMZN (+1.89%) 😅

Hi Getquin Community,

Here is my portfolio as a student. I started in September 2022, but only really started in 2023 and 2024. Happy to rate on a friendly level.

About my savings plans:

• $D6RM (+0.7%) Deka DividenenStrategie - €100 per month.
• $CSPX (+1.31%) Ishares S&P 500 - 50 €/month
• $VWCE (+0.97%) Vanduard FTSE All World - 50 €/month
• $BRK.B (+0.82%) Berkshire Hathaway B - €50/month
• $SMEA (-0.37%) Ishares MSCI Europe 50 €/month
• $VHYL (+0.79%) Vanguard FTSE High Div. - €25/month

Further Deka savings plans have been capped, as I no longer wish to save in my Deka investments in the long term (possibly complete sale).

I would like to reduce my portfolio in the future. In other words, I want to divest myself of assets at the lower end. In return, I want to keep the ETFs and individual other stocks (e.g. $MUV2 (-1.06%) , $AMZN (+1.89%) , $AAPL (+1.28%) ) should continue to grow.

I am also toying with the idea of investing in an emerging markets ETF. My choice would have been the classic $EIMI (+0.28%) would have been the classic choice.

I have already invested in a crypto-boker (Bitavo - please give me your opinion) and will buy at the next opportunity (under USD 100,000). $BTC (+0.73%) buy.

Should be removed from the portfolio:

• $TGT (+1.7%) Target
• $NKE (+5.71%) Nike
• $D6RF (-0.55%) Deka Umweltinvest
• $DEDG (+1.29%) Deka Artificial Intelligence

My main trading brokers are TradeRepublic, Scalable and Deka.

I would be very happy about constructive criticism, suggestions and of course praise ;)

$VRT (+5.2%)
$AMZN (+1.89%)

Dear Vertiv investors, how are you behaving? Are you selling, are you staying relaxed and investing, are you even buying more?

Or are there even investors here who are getting in and using it as a buying opportunity?

I look forward to your comments.

Investing.com - Shares of Vertiv Holdings (NYSE: VRT ) fell 11% on Thursday, a day after Amazon Web Services (NASDAQ: AMZN ) unveiled its own cooling hardware designed specifically for Nvidia's (NASDAQ: NVDA ) powerful AI graphics processors.

AWS on Wednesday unveiled its new In-Row Heat Exchanger (IRHX) cooling system, designed as an alternative to industry-standard liquid cooling solutions from companies such as Vertiv. The custom solution allows AWS to accommodate Nvidia's heat-intensive GPU racks without requiring major data center modifications.

The IRHX cooling system was designed to meet the high thermal requirements of Nvidia's latest Blackwell GPUs, which consume a lot of energy and generate significant heat when running AI workloads. AWS Vice President Dave Brown explained that traditional cooling methods "would take up too much space in the data center or significantly increase water consumption."

Bloomberg Intelligence analyst Mustafa Okur pointed out the potential impact on Vertiv: "Amazon Web Services' adoption of its own server liquid cooling system could weigh on Vertiv's future growth prospects. We expect liquid cooling to account for around 10% of total sales, and AWS could be one of the largest customers."

AWS developed the cooling technology in collaboration with Nvidia. It took just eleven months from design to production. The system combines liquid and air-based components. The coolant is directed to the GPU chips via cooling plates, while the heat is dissipated via fan coils.

The cooling innovation coincides with AWS's launch of new compute instances that provide customers with access to Nvidia's most powerful AI server configurations, supported by AWS's Nitro infrastructure platform for network and system monitoring.

https://www.investing.com/news/stock-market-news/vertiv-stock-falls-after-aws-unveils-custom-cooling-technology-4130482

After my first 12 months investing seriously and long term in the markets I can say that I am quite satisfied 😁.

But there are always buts, and yes, I should have been more careful at the beginning of the year, around December I was blinded by the performance of my investments, I failed to see the risks which seen in hindsight were ENOUGH OBVIOUS let's review them:

• The S&P at 30x Earnings when its average is around 18-21x.

• Three years of growth well above its historical average of 10% with no justification other than the rising expectation of AI 🤖

• A 26% Return in just 6 months in my stock portfolio without much change in EPS simply a price increase due to growing demand.

• Almost 3 years of announced Crisis and many experts (Like Warren Buffet) walking away from the Markets and holding Cash positions.

• A Euro dollar rate among the lowest historically basically at par 1€/1.02$.

In all this context to have shares like $GOOGL (+1.02%)
$META (+1.84%) or others that I had at the time such as $AMZN (+1.89%) were not going to help much being the most affected by the correlation of the index and its high Per not to mention the currency effect.

But I went with a very aggressive portfolio and barely kept 5% in money funds or cash 😔 (which also if I had it was by chance not by planning 🤣).

The important thing Lesson Learned, you have to keep a cool head, and maintain a balanced management according to the risks and not be blinded by these situations of "easy money".

However the year has not ended not so bad many of my "bets" have gone fantastically well as well as. $HPE (+1.98%) (+30%) $SMSN (+8.07%) (+15%) $BFIT (-1.17%) (+10%)

And I have diversified into smaller stocks that are not so correlated to the indices and that according to my criteria have the potential to outperform the index

As well as other alternative investment vehicles such as BME Growth and Urbanitae projects.

And of course I keep a reserve but not too big for when opportunities like the ones we saw just a couple of months ago come along ;)

This is how things have been in the aggregate one year later, in the equity portfolio the profitability is somewhat higher, but still it is important to diversify as we said before, we continue working to improve and grow 🔝📈📈

$NVDA (+3.25%)
$GOOGL (+1.02%)
$AMZN (+1.89%)