Before the moment is over again, I would like to take a moment to celebrate my first small milestone: after almost a year of active trading, I have reached €10,000.

Most of the time I was still a student - with small savings rates, a lot of curiosity and learning by doing (and many mistakes). I've now been working as an engineer for a month and can invest properly for the first time. I'm excited to see where the journey will take me.

I am pursuing a long-term growth strategy, but I also like the charm of dividends as a motivator. With half of the bonuses, I will probably buy individual shares or burn a penny or two by gambling.

I know things aren't going perfectly, but I'm prepared to learn from mistakes and constantly question my strategy.

One small fly in the ointment: my Mercedes shares are currently still blocked.

I look forward to your feedback, experiences and tips - on the subject of crypto, I'm still torn as to whether I've missed the party.

Savings plans: 690€

200€ - $IWDA (+0,52 %)

60€ - $EIMI (+0,26 %)

40€ each - $JEGP (+1,21 %)
$MAIN (+0,77 %)

25€ each - $NOVO B (+1,73 %)
$HTGC (-0,13 %)
$GOOGL (-0,7 %)
$WMT (-0,76 %)
$CRWD (-0,96 %)
$AMZN (-2,43 %)
$MELI (+0,72 %)
$META (-2,38 %)
$NET (-0,31 %)
$ALV (-0,26 %)
$WM (+2,77 %)
$ASML (-1,01 %)
$SAP (+2,18 %)
$PLTR (-1,41 %)

Subscribe to the podcast to help Palantir break a new all-time high.

00:00:00 Palantir

01:00:00 Nebius

01:13:32 AMD & Nvidia

01:50:00 Cloudflare

Spotify

https://open.spotify.com/episode/5Osd7jZQj2cSLXAPMk6wlp?si=LuwqaJviR_6yDAcnrdJ64Q

YouTube

https://youtu.be/SeJ46jphgKY

Apple Podcast

https://podcasts.apple.com/us/podcast/88-palantir-amd-nvidia-cloudflare-nebius/id1695869891?i=1000708024970

$PLTR (-1,41 %)
$AMD (-2,62 %)
$INTC (-0,1 %)
$NVDA (-1,26 %)
$NBIS (-0,93 %)
$NET (-0,31 %)
#podcast
#spotify
$SPOT (+1,24 %)

Source: Finchat

$PLTR (-1,41 %)

$NOW (+0,65 %)

$SPOT (+1,24 %)

$PANW (+0,95 %)

$SHOP (-1,69 %)

$CRWD (-0,96 %)

$FTNT (-0,56 %)

$ABNB (-0,57 %)

$COIN (-7,22 %)

$AXON (+0 %)

$RBLX

$NET (-0,31 %)

$HOOD (-1,09 %)

$TTD (-2,03 %)

$DUOL

$HIMS (-4,03 %)

Customs war special: winners, losers, outlook

Subscribe to the podcast to end the tariff war.

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

#trump
#donaldtrump
#zoll
#zölle
#tariffs
#sp500
#nasdaq100
#dowjones
$AMZN (-2,43 %)
$SBUX (+0,37 %)
$GOOG (-0,69 %)
$GOOGL (-0,7 %)
$NET (-0,31 %)
$PLTR (-1,41 %)
$VNA (+1,93 %)
$META (-2,38 %)

If $NET (-0,31 %) takes the 125.44 I'm in

Stop-buy order is at €1.45 on DE000HT1FBR8

Presumably because the New York Times reports on the Pentagon's war plans against China, which Musk was apparently briefed on at the Pentagon today.

In a military conflict between the two economic powers USA and China, the first "Line of Contact" would be a digital one: cyber attacks.

And even if only hypothetical scenarios are reported, this will probably already lead to an intensification of the constant mutual cyber attacks. Information is key.

• Cyberark $CYBR (-0,16 %)
• Palantir Tech $PLTR (-1,41 %)
• Check Point Software Technologies $CHKP (+0,57 %)
• Crowdstrike $CRWD (-0,96 %)
• VeriSign $VRSN (+1,7 %)
• Zscaler $ZS (+0,46 %)
• Okta $OKTA (+1,45 %)
• Cloudflare $NET (-0,31 %)
• Fortinet $FTNT (-0,56 %)
• Cisco Systems $CSCO (+0,87 %)
• Palo Alto Networks $PANW (+0,95 %)
• Akamai Technologies $AKAM (-1,5 %)
• BlackBerry $BB (+0 %)
• NetScout Systems $NTCT (+2,12 %)
• CommVault Systems $CVLT (+0,93 %)

Sources:

• The Pentagon set up a briefing for Musk on plans for a potential war with China.
• NYTimes Liveblog: Trump Administration Live Updates: Trump Rejects Idea of Letting Musk See Secret Plans for War With China

#newyorktimes
#china
#usa
#trump
#pentagon
#elonmusk

Revenue Forward 3Y CAGR and Forward P/S Ratio (sorted in ascending order)

Hims & Hers: 31.9% / 3.4x $HIMS (-4,03 %)

Spotify: 14.9% / 5.6x $SPOT (+1,24 %)

Airbnb: 10.4% / 6.8x $ABNB (-0,57 %)

Roblox: 19.4% / 7.3x $RBLX

Robinhood: 17.0% / 10.6x $HOOD (-1,09 %)

The Trade Desk: 19,4% / 11,1x $TTD (-2,03 %)

Fortinet: 14.4% / 11.5x $FTNT (-0,56 %)

Shopify: 22.6% / 11.9x $SHOP (-1,69 %)

Palo Alto Networks: 14.7% / 12.2x $PANW (+0,95 %)

ServiceNow: 19.5% / 13.4x $NOW

Duolingo: 26.7% / 13.7x $DUOL

Axon Enterprise: 20.9% / 15.5x $AXON (+0 %)

Crowdstrike: 22.5% / 17.2x $CRWD (-0,96 %)

Cloudflare: 27.2% / 20.9x $NET (-0,31 %)

Palantir: 30.8% / 52.6 $PLTR (-1,41 %)

Palantir and Hims & Hers are not the same...

Even if Palantir increases its sales by an ambitious 30% every year over the next 10 years and achieves a free cash flow margin of 45% (!), the current share price is still >20% above fair value (assumption: 3% terminal growth, 8% discount rate) - even though the share has already corrected by >30%.

Your opinion?

I am looking forward to $PLTR (-1,41 %) , $META (-2,38 %) , $NET (-0,31 %) and $SREN (+1,12 %) ....

• Cloudflare $NET (-0,31 %) reported earnings per share of USD 0.19 for the fourth quarter, which is USD 0.01 better than the analysts' estimate of USD 0.18.

• Revenue for the quarter was USD 459.9 million, above the consensus estimate of USD 452.04 million.

Forecast 2025

• Cloudflare expects earnings per share of USD 0.16 for the first quarter of 2025, which is below the analyst estimate of USD 0.18.

• Cloudflare expects revenue for the first quarter of 2025 to be between USD 468.00 million and USD 469.00 million, which is below the analyst estimate of USD 474.10 million.

• For the full year 2025, Cloudflare forecasts earnings per share of USD 0.79 to USD 0.80, which is above the analyst estimate of USD 0.74.

• Cloudflare expects full-year 2025 revenue of USD 2.09 billion, slightly below the analyst estimate of USD 2.10 billion.