The figures were just too good - I had to go for it

On the WL for 1 year, now also in the portfolio.

Where are the trade agreements?

The S&P 500 has now lost 2.5 trillion US dollars since its high on April 9 after the 90-day tariff break. Current level-3% drop.

While the markets are waiting for trade agreements, Japan has said today that it will "not simply give in further" in the US tariff talks.

TECHNOLOGY STOCKS TODAY:

1. tesla, $TSLA (+10,24 %) : -7%

2. nvidia, $NVDA (+4,72 %) : -6%

3. broadcom, $AVGO (+2,75 %) : -4%

4. meta, $META (+0,53 %) : -4%

5. amazon, $AMZN (+0,25 %) : -4%

6. Robinhood, $HOOD (+1,7 %) : -3 %

7. AMD, $AMD (+2,72 %) : -3 %

8. alphabet, $GOOG (-1,83 %) : -3 %

9. Microsoft, :, $MSFT (+1,32 %) -2%

10. palantir, $PLTR (+4,68 %) : -2%

The Nasdaq has officially re-entered bear market territory and is now 20% below its recent high.

You can't make this stuff up:

The S&P 500 has now lost $750 billion in market capitalization since Trump started calling Fed Chairman Powell "Mr. Too Late" this morning.

This will indeed be a dark red chart tomorrow when we get the data reconciliation here.

Subscribe to the podcast to prevent China from taking Taiwan.

00:00:00 Weekend trading stocks

00:03:40 Market environment

00:16:00 Delta Air Lines

00:20:00 LVMH, Grok AI

00:43:30 Hermès, Richemont, Kering

01:03:20 TSMC, ASML

01:26:50 Coalition agreement

Spotify

https://open.spotify.com/episode/36OedAqU7ZcTYd3PpnHRFQ?si=99nQieH0Qh6Hy1QhQ5hQzA

YouTube

https://youtu.be/QMjS235So6I

Apple Podcast

https://podcasts.apple.com/us/podcast/85-lvmh-herm%C3%A8s-tsmc-koalitionsvertrag-gratis-aktienanalysen/id1695869891?i=1000703930602

$MC (+0,33 %)
$RMS (-0,06 %)
$KER (+0,67 %)
$DAL (-0,54 %)
$2330
$ASML (-0,08 %)
$GOOG (-1,83 %)
$GOOGL (-1,98 %)
$SPOT (+2,68 %)
$AAPL (+0,28 %)
$CFR (+0,37 %)

As if it were not enough that the largest economic nations are imposing punitive measures on each other, the major US tech companies are now also waging a war over the AI monopoly.

As has now become known, Zuckerberg's group has $META (+0,53 %) has blocked the use of Apple Intelligence within its apps on iOS devices. This means that you can only use Meta's Llama AI in WhatsApp and Instagram, but not the $AAPL (+0,28 %) AI.

First and foremost, it's remarkable that this is even possible. In fact, I would never have thought it possible to program and distribute software within Apple's ecosystem that can override the basic functions of the operating system.

Secondly, Meta is also playing a dangerous game here. Firstly, Apple could go to court, as this is likely to be illegal as anticompetitive behavior, at least in the EU. Of course, it is questionable whether the judges would have much sympathy for Apple, but competition authorities generally don't like it when you block features from other companies so that consumers can no longer decide for themselves which product they use.

On the other hand, Apple could of course also strike back and, for example, block updates or functions of Meta apps through the App Store, so that Meta would also have to reckon with problems. However, this would also not be permitted and Apple has already gotten into real trouble with Spotify. But that brings us back to the question of whether the judges would be particularly sympathetic to Meta? Probably not.

I can already see major upheavals brewing here between the two tech giants, in which both sides will only lose. Apple can't do without Meta and Meta can't do without Apple.

Of course, it will also be interesting to see whether the other Silicon Valley companies will also position themselves in the AI war. $GOOG (-1,83 %) / $GOOGL (-1,98 %) doesn't have quite as bad a relationship with Meta as Apple, but they don't really have any friends either and are of course also in competition with Microsoft and Apple. $AMZN (+0,25 %) I consider Meta to be relatively resilient overall. They don't really need anyone from the others and, if I remember correctly, it has been customary for years to play hardball in disputes with the other companies. I can't swear to it, but I'm pretty sure that there wasn't even a YouTube app on Fire TV back then. $MSFT (+1,32 %) Since the end of the Ballmer era, the company has also managed to maintain a relatively neutral and peaceful relationship with pretty much all companies. I'm curious to see if it will stay that way.

Overall, I am particularly concerned that Meta, Alphabet and Apple could be severely affected if, in addition to the political pressure in the trade conflict, friendly fire is now also exerted from within their own ranks. If the tech platforms isolate themselves from each other and impose sanctions, there will be many losers and no clear winners for the companies and, of course, for their customers.

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

https://youtu.be/QvUuYYmxk2k

Apple Podcast

https://podcasts.apple.com/de/podcast/84-china-aktien-%C3%B6l-aktien-sportartikel-aktien-containerschiff/id1695869891?i=1000703088147

$ZIM (+1,76 %)
$MAERSK A (+0,52 %)
$SHEL (+1,27 %)
$XOM (+0,12 %)
$CVX (-0,13 %)
$BP. (+0,21 %)
$OXY (+0,17 %)
$ADS (-0,28 %)
$NKE (-0,18 %)
$PUM (-0,34 %)
$UAA (-1,96 %)
$LULU (-0,38 %)
$WTI
$1BRN
$SPOT (+2,68 %)
$AAPL (+0,28 %)
$GOOG (-1,83 %)
$GOOGL (-1,98 %)
$BABA (+1,15 %)
$700 (+1,13 %)
$BYD (-0,77 %)
#china
#zoll
#podcast

Hello there,

I have a question about the alphabet share. Apart from the voting rights, is there a difference between (A) $GOOG (-1,83 %) and (C) $GOOGL (-1,98 %) ? I would like to make an initial purchase today or in the next few days and am not sure which of the two I should trade. Thank you in advance for the Antworten🤝🏼

🆕I've been on the stock market and GetQuin for almost 2 months now. Like everyone else, I've had to take a lot of hits in the meantime, especially when it comes to my tech positions. Nevertheless, the build-up of my portfolio is not complete and I still have €7000 cash reserve left.

Taking a closer look at my investments, the following markets are currently covered:

🇺🇸USA Tech: $NVDA (+4,72 %) , $GOOGL (-1,83 %)

🇩🇪DE Infrastructure/Sustainability: $VOS (+3,66 %)
$2GB (+1,56 %)
$DEZ (+1,02 %)

🇨🇳China Consumer goods/tech:$1810 (-2,12 %)

+ Core ETF+ Satelite $VWCE (+0,57 %) + $WSML (+0,49 %)

📉I am currently already invested with just under €7000. Now, given the current market phase, I would like to invest a further €6000 to complete my portfolio.

🛒Another €3150 will initially flow into the core ETF to build a stable base. In addition, just under €700 should go into defensive stocks such as perhaps$ULVR (-1,71 %) or$PEP (-1,16 %) should be bought.

☝🏼Wie does that sound good to you?

❓Now the question arises as to what I can do with the remaining available capital. Pharma would be one idea, but I have to be honest and admit that I only have a semi-understanding of the companies and their products. 🫠

👀Of course, I would like to invest my money in a future-oriented way, in stocks that offer good development potential and could also be valued favorably at the moment. 🔮

😵‍💫Als However, as a complete beginner, I find it difficult to recognize such stocks, as there are simply too many ways to get rid of your money.

Which sectors, shares or ETFs would you consider?

Have a nice Sunday everyone! ☀️

Thanks to all listeners & subscribers 🤝🎧.

Spotify

https://open.spotify.com/episode/5Cr722K3NaLxspBot2mBNM?si=eORJfrQJR3eDLplP35EYxw

YouTube

https://youtu.be/QOXd_qExpKc

Apple Podcast

https://podcasts.apple.com/us/podcast/83-zollkrieg-spezial-gewinner-verlierer-ausblick/id1695869891?i=1000702108083

#podcast
#spotify
$SPOT (+2,68 %)
$AAPL (+0,28 %)
$GOOG (-1,83 %)
$GOOGL (-1,98 %)

$AMZN (+0,25 %) The example of Amazon shows how extremely the market has reacted to the activities of Mr. Trump and friends within a very short space of time.

To Corona there was a setback of approx. -26%.

The current setback is already around -30%.

What still worries me, however, and why I see further downside potential, are the large volumes, which are still a few percent below the current prices.

Yesterday, the price already bounced off the small volume peak around 166$ (yellow arrow). A further test in the next few days looks quite likely. If this mark does not hold, the larger liquidity area will be somewhat lower at around 160$.

If you look at other large companies such as $GOOG (-1,83 %) you see a similar picture - the large volumes are all somewhat lower.

Unfortunately, this is hardly predictable due to Trump, a deal at the weekend with one or two large countries can lead to a bounce right away, or further counter-tariffs can lead to a further tightening into even lower ranges 🥶🤷‍♂️

Stay vigilant and handle your cash carefully - that's all you can do at the moment anyway.

@TradingMelone What do you say as a volume expert?