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📊 Market Update (October 14, 2025)
🇺🇸 USA
$SPX500 — Slight decline, the market is moving cautiously after Friday's crash, showing no clear upward momentum.
$DJ30 — Down slightly, industrial and cyclical stocks continue to be affected by recession fears.
💻 Tech Snapshot
$NVDA (-4.18%) — Under pressure, the tech sector is struggling to find support and continues to show weakness.
$QBTS (+6.2%) — Still correcting, the stock is giving up some of its recent gains.
$AVGO (-3.39%) — Down, the semiconductor sector is facing a phase of uncertainty.
$AMZN (-1.87%) — Marked decline, investors remain skeptical about business growth.
$META (-1.15%) — Down, the stock is moving in line with the general weakness of the sector.
$MSFT (-0.42%) — Downward pressure, the stock aligns with the negative sentiment in the tech market.
$SHOP (-0.3%) — Continues to decline, it has yet to find solid support after the recent crash.
🇪🇺 Europe
STOXX 600 — Decidedly negative opening, pessimism from the US and geopolitical tensions weigh on the index.
GER40 futures — Moves in significant contraction, investors are positioning themselves defensively.
🏦 European & Italian Banks
$$UCG (+1.07%) — Decisive drop, banks are still undergoing heavy selling.
$$ISP (+0.26%) — Moves into marked negative territory, the sector remains under pressure. $BAMI (-0.45%) , $CE (+1.05%) , $BPE (-1.1%) — Widespread selling on Italian mid-cap banks.
$BBVA.MC — Under strong pressure, international exposures amplify the fears.
🌏 Asia
$JPN225 — Down, sentiment remains negative and the Yen is strengthening.
$KOSPI — Registers a drop, the Korean tech sector is affected by the global risk-off mood.
$HK50 — Sharp decline, due to renewed tensions over US-China tariffs.
$BABA (-1.59%) — Further decline, reflecting ongoing uncertainties and the weakness of the sector.
$CHINA50 — Weak, balanced by limited government support.
💱 Forex
$EURUSD — Moves in slight contraction, the Dollar is strengthening as a safe haven. $GBPUSD — Weak, the market is assessing the economic slowdown.
$USDJPY — Stable, with investors maintaining caution.
$DXY — Solid recovery, reinforced by generalized risk-off.
🥇 Gold
$GLD (+0.5%) — In solid increase, gold confirms itself as the primary safe-haven asset during phases of strong market uncertainty.
🛢 Oil
$BRENT — Trending down, due to fears of weaker global demand resulting from recession.
$WTI — Losing ground, affected by the negative macroeconomic sentiment.
💰 Crypto
$BTC (-0.76%) — Slight pullback, following the risk-off in equity markets.
$ETH (-0.13%) — Following Bitcoin, showing a cautious tone in line with high-risk assets.
🔎 Deep Dive: Markets and Crypto (Yesterday - Today)
Markets continue to show clear risk aversion, with Friday's weakness consolidating at the start of this week. The initial hope for a technical bounce quickly faded.
Equity Markets: Although price levels have reached potential support zones, there has been no significant buying pressure. Investors remain on high alert for signs of an economic slowdown, US-China tariff tensions, and geopolitical risk. Selling is widespread and not limited to a single sector. High-growth tech stocks, which led the markets for most of the year, are among the hardest hit, suggesting a significant drop in confidence.
Crypto Market: The risk-off sentiment has continued to influence digital assets. Bitcoin and Ethereum have failed to find solid support and have aligned with the weakness of the equity market. Their inability to act as a safe haven during this phase of uncertainty confirms their strong correlation with broader market sentiment, particularly with the global liquidity flow. The continued strength of the Dollar (DXY) represents additional pressure, making non-USD assets less attractive.
PS: Volatility remains very high. Despite prices having fallen to potentially interesting levels, caution is mandatory. I will continue to monitor the situation, especially the reaction of gold (GLD) and the Dollar (DXY), before considering new entries.
⚠️ Disclaimer: Past performance is not indicative of future results. Investing involves risks, including the loss of capital.
Good morning Hodler
Some suspect that Friday was just a Trump dip, others believe it was the start of the next bear market.
What are the B&H investors actually doing here on Getquin when $NVDA (-4.18%),$META (-1.15%), $GOOGL (+0.07%), $BTC (-0.76%) and Co. drop >30% over the year?
"Oh, I'll sit it out, what do I care about an annual performance of -30%? - Buy more cheaply!!!" or are you looking away from buy & hold and deviating from your strategy?
Picture: Business Insider
In my opinion, Microsoft, Alphabet, Amazon etc. are no-brainers that would be a worthwhile and safe investment in the event of a 30% dip
The Future of Robots 🤖🦾🦿
$ISRG (-0.23%)
$PATH (-5.27%)
$RR
Here is an exciting overview, for me the most attractive in terms of growth/potential of the stocks I know $RR
$PATH (-5.27%) also $ISRG (-0.23%) I would perhaps add to the portfolio again in the event of a correction. However, there are some stocks I don't know either.
What do you think are the most exciting stocks on the list, where should we perhaps take a closer look?
$AMZN (-1.87%)
$MSFT (-0.42%)
$NVDA (-4.18%)
$AMD (+0.89%)
$GOOGL (+0.07%)
$GOOG (+0.15%)
$RIO (-0.01%)
$ALB (+0.59%)
$INTC (-3.77%)
$PLTR (+1.09%)
$IRBT (+0.29%)
$SYK (+1.13%)
$MDT (+1.3%)
$LMT (+0.22%)
$DPRO (-5.44%)
The art of not selling why patience is the best investment edge 🧠💡
Most investors don't lose because they buy bad stocks -
but because they sell good shares too early.
Selling out of fear, impatience or the urge to "secure" profits often destroys the very thing that makes the biggest difference in the long term: the compound interest effect over time.
Long-term investing is less a question of intelligence - and more one of psychological maturity.
💡 Principles of patience
✅ Price gains are not a reason to sell.
The share price only reflects emotions, not necessarily fundamentals.
If the investment thesis remains intact, stay invested.
✅Thesis > price.
Selling should only follow if fundamentals change - not because the price seems to have "run too far".
✅ Let profits run, limit mistakes.
The greatest returns come from a few exceptional compounders. Capping them destroys performance.
✅ Compound interest beats timing.
Short holding cycles destroy exponential growth. Long-term capital commitment multiplies returns.
📚 Historical perspective
➡️ Amazon ($AMZN (-1.87%)
):
Many investors sold after +100 % gains. Those who held on saw a return of over +200,000 %.
➡️ NVIDIA ($NVDA (-4.18%)
):
Crashes of -80 % (2008) and -50 % (2022) did not stop investors.
Today: over $2 trillion market cap.
Patience > market timing.
➡️ Berkshire Hathaway ($BRK.B (+0.48%) ):
Average holding period: over 10 years.
The compound interest effect does not result from activity - but from doing nothing.
🧠 The psychology of selling
The biggest enemies of the investor are FOMO and fear of loss.
The brain seeks short-term confirmation - realizing profits feels good.
But good decisions rarely arise from emotion, but from discipline and context.
"Don't interrupt compounding." - Charlie Munger
Returns take time, and time requires patience.
If you are constantly trading, you are working against the mathematics of capital accumulation.
⚠️ When selling makes sense
📋 The investment thesis is broken (technology, product, market).
📋 Management destroys shareholder value or allocates capital poorly.
📋 There is a clearly superior opportunity with a better risk/return profile.
📋 A position grows over 20% of the portfolio → Rebalancing off
📋 Risk management perspective.
Selling should be strategicnot emotional.
📊 Conclusion
The biggest gains are not made by reacting frantically,
but through constant calm in the storm.
Hold as long as your thesis holds.
Act when it breaks.
Patience is not a sacrifice -
it is the ultimate source of return for the long-term investor.
💬 Community question
When was the last time you sold too early - and how much return did impatience cost you?
+ 3
📊 Market Update (October 13, 2025)
🇺🇸 USA
$SPX500 — Sharp drop on Friday's close, signaling widespread profit-taking and growing recession fears.
$DJ30 — Widespread selling, the index gives up ground significantly after hitting recent highs.
💻 Tech Snapshot
$NVDA (-4.18%) — Under pressure, suffering from the general sell-off in large-cap stocks.
$QBTS (+6.2%) — Clear correction, investors take profits after last week's rally.
$AVGO (-3.39%) — Down, the semiconductor sector faces a phase of weakness.
$AMZN (-1.87%) — Marked decline, the e-commerce and cloud sector is affected by economic uncertainty.
$META (-1.15%) — Significant slump, in line with the sharp selling in growth stocks on Friday.
$MSFT (-0.42%) — Downward pressure, the stock aligns with the weakness in the tech sector.
$SHOP (-0.3%) — Sharp fall, continues to lose ground after outperforming.
🇪🇺 Europe
STOXX 600 — Decidedly negative opening, influenced by pessimism from Asia and the US.
GER40 futures — Moves in significant contraction, caution dominates ahead of confidence data.
🏦 European & Italian Banks
$$UCG (+1.07%) — Decisive drop, in line with the strong pressure on the financial sector.
$$ISP (+0.26%) — Moves into marked negative territory, limited by the general adverse climate.
$$BAMI (-0.45%)
$CE (+1.05%) , $BPE (-1.1%) — Generalized selling across Italian mid-cap banks.
$$BBVA (+1.46%) — Under strong pressure, international exposures amplify concerns.
🌏 Asia
$JPN225 — Trending down, despite the stabilization of the Yen, sentiment remains negative.
$KOSPI — Registers a fall, the tech sector is affected by global risk-off mood.
$HK50 — Sharp decline, due to renewed tensions over US-China tariffs.
$BABA (-1.59%) — Further decline, reflecting ongoing regulatory uncertainty and weakness in the Chinese tech sector.
$CHINA50 — Weak, balanced between government support and fears of a global recession.
💱 Forex
$EURUSD — Moves in slight contraction, the Dollar acts as a haven in this phase.
$GBPUSD — Weak, the market assesses the economic slowdown.
$USDJPY — Stable, with investors maintaining caution.
$DXY — Solid recovery, strengthened by generalized risk-off.
🥇 Gold
$GLD (+0.5%) — In solid increase, gold confirms itself as the primary safe-haven asset during phases of strong market uncertainty.
🛢 Oil
$BRENT — Trending down, due to fears of weaker global demand resulting from recession fears.
$WTI — Losing ground, affected by the negative macroeconomic sentiment.
💰 Crypto
$BTC (-0.76%) — Slight pullback, following the risk-off in equity markets.
$ETH (-0.13%) — Following Bitcoin, showing a cautious tone in line with high-risk assets.
🔎 Deep Dive: Markets and Crypto (Friday - Today)
The period between the close on Friday, October 10th, and today's open has been characterized by an abrupt and widespread risk-off sentiment.
Equity Markets: The sell-off started aggressively in the US, where data on slowing growth and persistent inflation triggered a strong rotation out of risky assets. The SPX500 recorded a significant drop, with growth and tech stocks ($META, $NVDA) particularly hit. In Europe, this sentiment was compounded by internal weaknesses (such as banks and cyclical sectors), leading to a soft opening. Over the weekend, news of renewed US-China tariff tensions severely impacted Asia, particularly Hong Kong stocks (HK50) and Chinese giants like BABA. The only true escape valve for investors has been the run to Gold ($GLD), which confirms itself as the ultimate haven in macro crises.
Crypto Market: In this phase of risk aversion, digital assets BTC and ETH were also not spared. Historically, cryptocurrencies have shown an increasing correlation with equity risk. The Dollar's recovery (DXY) and general market weakness triggered profit-taking, forcing BTC and ETH into a technical consolidation phase below recent highs. This trend once again refutes the narrative of crypto being a total safe haven; instead, cryptocurrencies are currently moving as high-beta speculative assets, sensitive to global liquidity flows.
PS: Following the sharp sell-off in the markets on Friday and the $QBTS correction, it is crucial to remain calm and stick to support levels. If Gold ($GLD) continues its run, it might be wise to increase exposure to safe havens.
⚠️ Disclaimer: Past performance is not indicative of future results. Investing involves risks, including the loss of capital.
My first 100-bagger: AMD 💎💰
My first 100-bagger: AMD 💎💰
I was asked to write a few more lines about AMD.
I was a gamer at the time and was familiar with the products and knew that AMD only needed a good processor architecture to be a runt in the duopoly with Intel. That didn't come with Bulldozer, but later with Zen. I wasn't immediately in the black, but about five years (2011-2016) in the red. I never sold, but bought three more times because I believed in the potential. Now the products are better than Intel's and are also used in gaming consoles, data centers and for AI. AMD was my very first stock in February 2011.
I had bought AMD in
2011: 6,63€
2012: 1,70€
2014: 1,93€
2015: 1,97€
Current share price: €184
All-time high this week: € 202
I still hold 1,000 of my total of 2,500 AMD shares, which now have a total value of almost €200,000. I continue to hold.
Haters will say it was just luck. But they would have sold the stock long before it became a 10-bagger. "No one has ever died from taking profits", says every beginner who sells their winners out of fear. But not selling shares is an active decision. Buying and holding even with +50%, +100% or +500% gains are also your own decisions. Many times people asked me to finally sell. But none of these people had ever had a Tenbagger. And if they don't let profits run, they will never have one. When AMD was up 2,000% at some point, nobody wanted to give me any more clever tips.
I had been constantly watching videos from YouTubers who had leaks from the industry. So I knew a lot about promising future AMD products. That gave me the confidence to hold on. The YouTube channels worth mentioning here are
"Moore's Law is dead"
https://www.youtube.com/@MooresLawIsDead
and "Coreteks".
https://www.youtube.com/@Coreteks
I would not recommend holding every crashed or very successful share unconditionally forever. I only do that if I see further potential in the future. With Aurora Cannabis, for example, it was different in March 2019. I no longer saw any potential there and sold at +417% / +11,000 euros. This decision was also the right one, because otherwise I would have lost all my profits later and would still be in the red today.
At the moment I am even invested in AMD with a warrant alongside the share. This had quintupled in three months. What will be your next 100-bagger?
But you're right: anyone can buy a 100-bagger, only very few will keep it.
Is there any condition under which you would sell AMD completely?
People are slowly beginning to question NVIDIA's co-investments
we have already mentioned before, but I think the air is getting thinner now.
set stops!
https://247wallst.com/investing/2025/10/11/nvidia-nvda-investors-are-playing-with-fire/
Impact of Chinese tariffs on IREN ?
The tariff on Chinese imports has no material impact on the core business of $IREN (+6.64%)
$IREN (+6.64%) operates data centers in the US and Canada, uses domestically sourced GPUs (from Nvidia/AMD) and sells computing services directly to US companies.
Take profits if you want, stay true to your strategy, but don't make emotional decisions.
You must be able to sleep well with your investment or weight it in your portfolio in such a way that it lets you sleep well.
2026 will also be a very exciting year for Irish as significant capacities are being expanded and added.
$IREN (+6.64%) methodical strategy - building a low-cost, high-density infrastructure initially through bitcoin mining and then expanding into AI computing - positions $IREN (+6.64%) as a more resilient, vertically integrated player. Its strong asset base, low operating costs and limited reliance on external funding lend $IREN (+6.64%) a structurally more profitable, lower risk business model compared to the highly leveraged, asset-light models of many newer cloud providers.
In general, Bitcoin mining typically requires much lower capital expenditure (capex) than AI or HPC data centers. However, Iren's existing data centers (e.g. over 150 MW in Canada) are configured for both Bitcoin mining and high-density AI workloads, with rack densities of around 80 kW. Despite this, Iren achieved construction costs of around $650,000 per megawatt, well below the $6-15 million per megawatt typical of specialized AI facilities. Iren's designs are not only extremely fast to build, but also easy to retrofit (e.g. rack density should be scalable to 300 kW and beyond), giving Iren a significant advantage in terms of flexibility and time to market (e.g. in relation to the B200s).
This efficient, infrastructure-oriented approach has $IREN (+6.64%) enabled it to grow without taking on significant debt. In contrast, most of Neocloud's competitors, such as $CRWV (-5.51%) have financed their rapid expansion by eliminating large amounts of debt. Unlike Irish, most neoclouds typically own little land or physical infrastructure, which can hinder future growth.
$CIFR (+2.38%)
$CRWV (-5.51%)
$BTBT
$BITF (+1.84%)
$BTC (-0.76%)
$NVDA (-4.18%)
$AMD (+0.89%)
IREN 🚀
- Graphics from Bernstein
Analysts at research and brokerage firm Bernstein said Bitcoin miners are becoming the unexpected winners of the artificial intelligence infrastructure boom thanks to their access to pre-secured, high-density power capacity.
In a new report on Friday, analysts led by Gautam Chhugani argued that this power advantage makes miners key partners for AI cloud providers facing long connection delays and increasing network congestion. Bernstein named the leading listed Bitcoin miner by market capitalization IREN as its top recommendation, rated the stock as "outperform" and reiterated its recently raised price target of USD 75.
The report points out that Bitcoin miners have collectively secured access to more than 14 gigawatts of grid-connected power - much of it in regions with surplus renewable energy. This infrastructure could reduce the time it takes to deploy AI data centers by up to 75%, according to the analysts. This gives miners an edge over greenfield developers who face multi-year queues to connect to the grid. "Access to the power grid has become a very scarce resource in the US," the analysts write, emphasizing that miners are now attractive strategic partners for hyperscalers and AI infrastructure providers due to their early expansion.
$IREN (+6.64%) The company controls around 3 gigawatts of operational and in-development power capacity in North America alone and has been the fastest to capitalize on the opportunity, according to analysts. The company has also acquired more than 23,300 GPUs - including the latest Blackwell models from $NVDA (-4.18%) - and expects its AI cloud business to exceed $500 million in annual revenue by the first quarter of 2026. The upcoming 50-megawatt liquid-cooled data center from $IREN (+6.64%) and a 2-gigawatt Sweetwater hub in Texas are key components of this expansion.
$CIFR (+2.38%)
$BTC (-0.76%)
$BTBT
$BITF (+1.84%)
$CLSK (+9.19%)
Time to Buy
And now into $NVDA (-4.18%)
$META (-1.15%) and $BTC (-0.76%)
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