Ideally, they should be companies with a robust business model, strong growth potential and a good market position.

Do you have any suggestions and personal favorites that you think are suitable for a B&H strategy?

$AMD (+1,78 %)

$NVDA (+2,06 %)

$AAPL (+0,87 %)

Huawei

$RKLB (+4,36 %)

$1810 (-1,43 %)

$GOOGL (+0,98 %)

In response to a recent inquiry from Netizens, Xiaomi Auto mentioned $1810 (-1,43 %)mentioned that the Xiaomi YU7 Standard and Pro models are equipped with 96.3kWh lithium iron phosphate batteries provided by FinDreams and CATL $3750 (-1,45 %) while the Xiaomi YU7 Max is equipped with a 101.7kWh ternary lithium battery provided by CATL.

Xiaomi Auto emphasized that the car batteries will adhere to strict safety designs and high standards. All models, regardless of battery type, must meet the same safety standards and comply with the new national requirements for battery safety testing.

I have recently added the Xiaomi share $1810 (-1,43 %) in my portfolio because I expect a very positive development here. Not only in the area of cell phones, but also in terms of e-mobility. I'm excited to see how the new SU7 performs on the market.

Quote from Bianca Karloff, Autobild: "Xiaomi wants more than just smartphones - and the SU7 Max is the proof. JP Performance shows that the Chinese electric car can do more than just look good. Performance, quality and design are right."

https://www.mi.com/de/discover/article?id=4081&srsltid=AfmBOoqX8aZk0qdB1ZePmezbipCtaf1UEDzOOgacUuYhrmXytWm9XHMq

The figures from $1810 (-1,43 %) are good but $TSLA (+6,6 %) is unstoppable . I would have liked to see this performance at $1810 (-1,43 %) seen

Today I would like to share a bad decision. I held the position for 3 years and it only went sideways. At some point I liquidated the position and since then it has risen by 145% within 8 months.

Individual stocks are for diamond hands and not for paper hands ☝️

Perhaps this will give some of you the motivation to keep believing in your investment case in these difficult and turbulent times.

For myself, however, I have realized that I live better with ETFs.

Stay on the ball!

$1810 (-1,43 %)

Sales climbed 47.4 percent to 111.3 billion yuan (13.61 billion dollars) in the first quarter.

Adjusted net profit even shot up by 64.5 percent to 10.7 billion yuan.

Xiaomi thus exceeded analysts' expectations for both key figures.

At the same time, the company, previously known for its smartphones, is continuing to boost the production of e-cars.

The booming division achieved sales of 18.1 billion yuan in the three months to March 31 with 75,869 SU7 sedans delivered.

The premiere vehicle has already replaced the Model 3 from US rival Tesla as the best-selling electric car in China.

Xiaomi recently presented the YU7, with which it wants to compete with Tesla's Model Y.

The division is still in the red: In the first quarter, Xiaomi posted a loss of 0.5 billion yuan in the e-car business.

$QCOM (+0,8 %)
$1810 (-1,43 %)

Some readers will have noticed: Xiaomi has developed its own chip for smartphones and plans to unveil it in detail this Thursday. The XRING 01 will be found in the upcoming Xiaomi 15S Pro - initial benchmarks suggest that it could deliver both more single-core and more multi-core performance than a Qualcomm Snapdragon 8 Elite. Is a dispute brewing between Xiaomi and Qualcomm? Publicly, it doesn't look like it, as Qualcomm and Xiaomi have now confirmed in a press release that they have once again signed a multi-year cooperation agreement.

This means that Xiaomi's premium smartphones will continue to use Qualcomm Snapdragon 8 chips. This is quite piquant, as the aforementioned Xiaomi 15S Pro, which will be unveiled on Thursday, will use the Xiaomi XRING 01 as its SoC. It will also belong to the upper class. This has already been officially confirmed by the company's CEO, Lei Jun, via Weibo. Qualcomm nevertheless confirms that Xiaomi will be one of the first partners to use the next Snapdragon 8 generation for its flagships - both in China and internationally.

However, it is probably no coincidence that Qualcomm and Xiaomi are releasing a press release right now emphasizing their cooperation. The announcement of the XRING 01 certainly raised questions among many readers. However, there are also other manufacturers, such as Samsung, who develop their own Exynos SoCs on the one hand and use Qualcomm chips on the other. So one does not necessarily exclude the other.

Xiaomi will therefore continue to use Snapdragon chips for smartphones, vehicles, tablets, wearables and more. In the press release, Qualcomm does not tire of listing all kinds of products from its partner that have already relied on its own SoCs in the past. However, it is also clear that Xiaomi is not developing its own chips, which cost billions to design, just for fun. Of course, the company also wants to become more independent.

https://stadt-bremerhaven.de/qualcomm-und-xiaomi-bestaetigen-mehrjaehrige-partnerschaft/

Nvidia: 15 billion dollar loss due to US export hurdles + Xiaomi launches new product on Thursday + SFC Energy confirms targets despite slow start to the year

Nvidia $NVDA (+2,06 %): 15 billion dollar shortfall due to US export hurdles

• The chip company Nvidia estimates the loss of business due to the US government's stricter export restrictions at 15 billion dollars.
• This loss of sales comes in addition to the already reported write-downs of 5.5 billion dollars for inventories, said Nvidia CEO Jensen Huang in the podcast "Stratechery".
• He also said that the export hurdles would not prevent China from developing artificial intelligence.
• However, Huang warned that an "unintended consequence" of US policy would be the creation of an isolated AI industry in the country, which would later compete with the US industry worldwide.
• Even under the previous President Joe Biden, the USA created barriers to the sale of the most modern high-performance chips to China.
• As a result, Nvidia was only able to supply Chinese companies with a slower version called H20.
• However, even these chip systems have been subject to export restrictions since mid-April due to the trade policy of Biden's successor Donald Trump.
• Anyone who thought that stopping the H20 chips would take away China's ability to develop artificial intelligence was "deeply uninformed", said Huang.
• Nvidia's AI chips could not be technically slimmed down any further than the H20 version.
• Chips from Nvidia have become the key technology for the booming artificial intelligence business.
• Chinese AI developers cannot ignore them either.

Xiaomi $1810 (-1,43 %)launches SUV YU7, computer chip and smartphone on Thursday

• Xiaomi (HKG:1810) will unveil its electric SUV YU7 and other products on Thursday, Reuters reported, citing founder and CEO Lei Jun.
• The technology company will launch the SUV along with its Xring O1 mobile chip and the new Xiaomi 15S Pro smartphone, according to the report, citing Lei.
• Analysts believe that the YU7 could compete with Tesla's Model Y in China, Reuters reported.

SFC Energy confirms targets despite slow start to the year

• The fuel cell specialist SFC Energy has started the year with losses.
• However, SFC described the declines in sales and operating profit as expected and justified them with a major project in India in the same period of the previous year, according to the quarterly report presented in Brunnthal near Munich on Tuesday.
• For the year as a whole, the Management Board confirmed the annual targets, according to which sales and operating profit are to increase compared to 2024.
• In the first quarter, turnover fell by 3.6% compared to the first quarter of the previous year to around 38.6 million euros.
• Adjusted for one-off effects and before interest, taxes, depreciation and amortization (ber EBITDA), this was around 30% lower at 6.3 million euros.
• At the bottom line, profit even fell by more than half to around 2.3 million euros.

Tuesday: Stock market dates, economic data, quarterly figures

• Quarterly figures / company dates USA / Asia
• 12:00 Home Depot quarterly figures
• 16:00 McDonalds | JPMorgan AGM
• 16:30 Honeywell AGM
• No time specified: Palo Alto Networks Quarterly figures

• Quarterly figures / Company dates Europe
• 07:00 Wienerberger quarterly figures
• 07:30 SFC Energy quarterly figures
• 08:00 Vodafone Group annual results
• 10:00 Jungheinrich | Nemetschek | Symrise | SAF Holland AGM
• 10:30 Deliveroo AGM
• 11:00 Shell AGM
• 14:30 SAP customer event Sapphire, Keynote CEO Klein
• 16:00 Societe Generale AGM
• 17:00 SAP analyst and press conference
• No time specified: Mutares Annual Report

• Economic data

08:00 DE: Producer prices April FORECAST: -0.5% yoy/-0.9% yoy previous: -0.7% yoy/-0.2% yoy | Hospitality sales March

10:00 EU: ECB, report on financial stability risks from trade tensions | ECB, euro area current account March

15:30 US: Boston Fed President Collins, speech at Fed Listens Event

16:00 EU: Eurozone Consumer Confidence Index (flash estimate) May FORECAST: -16.0 previous: -16.7

18:00 US: Fed St. Louis President Alberto Musalem, speech at Economic Club of Minnesota

Hello getquin community,

I would like some feedback on my portfolio!

I am 35 years young, no partnership, no children. I saved a lot early on in my life and made one or two investments back then, mainly with my house bank.

Among other things, this enabled me to finance a two-family house. The financing has been covered by the tenants since a major renovation.

A few years later, I managed to acquire another larger property on the open market. Here I also completed the financial optimization, so that I can finance the property well despite a larger residential part, which I am still converting for myself. Accordingly, capital is still needed for the conversion work.

The aim now is to build up equity again and to build up another financial pillar alongside my secure professional situation.

That's why I started gaining my first experience in this area almost two years ago. The initial aim was to participate in the market in accordance with Gerd Kommer's book "Souverän Investieren mit Indexfonds und ETFs". In the meantime, I have continued to educate myself and also invest in one or two individual securities.

My idea here is, in addition to a savings plan on the $GERD (+1,41 %) with € 300 per month, my idea is now to build up a solid and long-term portfolio with individual securities amounting to around € 1000 per month.

Even though the US has done very well in recent years, I would also like to keep other markets in the portfolio and am very happy with $1810 (-1,43 %) and $1211 (-2,08 %) very satisfied . Dividend stocks are not necessarily the focus, as real estate should take care of that in a few years' time.

I also don't want to hide two stocks in my early days $PLUG (+1,84 %) and $SASK (+1,25 %) . With the knowledge I have now, I wouldn't make any more investments and would rather choose more solid companies. I haven't sold any stocks yet and am basically a friend of buy and hold.

Crypto has not really been in focus so far and if it was, it would only be in $BTC (+2,52 %) .

I would also like to take this opportunity to thank @BamBamInvest for what I think are very well presented contributions and assessments.

The aim is to have exceeded €100,000 by 2030 at the latest.

Do you have any criticism, improvements or other approaches?

As part of my ETF DIY project, I analyzed $1810 (-1,43 %) analyzed them using my self-developed valuation system:

Moat: 2/5

• Market position: +
• Uniqueness / differentiability: -
• Switching costs: -
• Technological advantage: -
• Brand loyalty: +

Growth: 4/5

• Turnover & profit: +
• Scalability: +
• Industry trends: +
• Ability to innovate: +
• Geographic expansion / penetration: -

Risk: 3/5

• Regulatory & geopolitical: -
• Market risks: -
• Competitive situation: +
• Balance sheet quality: +
• Dependence on sales drivers: +

Dividend: 0/1

• No dividend

Belief: 1/1

• I believe the e-cars will fit well in the European market in the future

Total: 10/17

• Frosta is saved with factor 3.

If you are not yet familiar with my system and the ETF-DIY project - just take a look at my profile.

The complete analysis and my thoughts on it can also be found on YouTube:

https://www.youtube.com/watch?v=9DSLmmIpwKE