$META

Hello folks,

AI is not just a pipe dream, AI is a reality.

And the DeepSeek narrative from a year ago has also disappeared.

I hope you are well invested in the shovel manufacturers who are building the infrastructure for the big 7. And supply them with electricity.

Meta secures nuclear power for data centers

$CEG (-5,84 %)
$VST (-7,1 %)

https://www.tagesschau.de/wirtschaft/energie/meta-atomstrom-100.html

$TLNE

Talen Energy - Power producer signs long-term contract with Amazon Web Services.

https://aktienmagazin.de/blog/analystenempfehlungen/talen-energy-stromproduzent-schliest-langfristigen-vertrag-mit-amazon--152080.html

$EQT (-4,05 %)

EQT becomes energy supplier of the next AI era - Pennsylvania relies on gas instead of wind or solar.

$GEV

GE Vernova is supplying seven @Simpson Homer City with seven high-performance turbines, while Kiewit Power is responsible for construction. This infrastructure lays the foundation for Pennsylvania to serve as a reliable supply location for hyperscalers and AI providers.

https://aktienmagazin.de/nachrichten/hot-news/eqt-wird-energielieferant-der-nachsten-ki-ara-pennsylvania-setzt-auf-g-149150.html

HOCHTIEF subsidiary builds mega data center for Meta in the USA

$HOT (-3,57 %)

https://www.hochtief.de/aktuelles-medien/pressemitteilungen/pressemitteilung/hochtief-tochter-baut-in-den-usa-mega-rechenzentrum-fuer-meta

data centers

$NVDA

NVIDIA Corp ('US67066G1040')

A dominant player: Hardly any AI data center runs without Nvidia

$TLNE

Talen Energy Corp ('US87422Q1094')

Talen Energy - Power producer signs long-term contract with Amazon Web Services.

$APLD (+12,43 %)

Applied Digital Corp ('US0381692070')

Applied Digital: AI data centers as growth driver

$LITE

Lumentum Holdings Inc ('US55024U1097')

Lumentum Holdings is a beneficiary of demand for data center infrastructure

$BTDR (-12,96 %)

Bitdeer Technologies Group ('KYG114481008')

Bitdeer grows rapidly: hashrate doubled, but losses still rise significantly

$ALAB (+2,62 %)

Astera Labs Inc ('US04626A1034')

Astera Labs goes from insider tip to profit rocket! The AI connectivity star conquers billion-dollar markets!

$IFX (-4,21 %)

Infineon Technologies AG ('DE0006231004')

Infineon convinces with green technology in a difficult environment

$TTR1 (-5,61 %)

technotrans SE ('DE000A0XYGA7')

Technotrans: Ice cold back on the road to success

$HOT (-3,57 %)

Hochtief AG ('DE0006070006')

Hochtief - Infrastructure investments worth billions are growth drivers.

$FLEX (-5,4 %)

Flex Ltd ('SG9999000020')

Flex: Contract manufacturer with power - Data center boom drives share to new heights.

$ORCL

Oracle Corp ('US68389X1054')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$PRIM

Primoris Services Corp ('US74164F1030')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$VST (-7,1 %)

Vistra Energy Corp ('US92840M1027')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$EQT (-4,05 %)

EQT Corp ('US26884L1098')

EQT becomes energy provider of the next AI era - Pennsylvania turns to gas instead of wind or solar

$AMZN (-5,92 %)

Amazon.com Inc ('US0231351067')

Strategy on multiple fronts! Amazon cools GPUs, invests in Anthropic and fills shopping carts during Prime Days!

$STX (-4,17 %)

Seagate Technology Holdings PLC ('IE00BKVD2N49')

Seagate - Irish to significantly improve margins and sales again in H2 with new technology.

$ECL (-0,68 %)

Ecolab Inc ('US2788651006')

With 3D TRASAR Technology against water waste: How Ecolab is making data centers smarter.

$AAOI (-15,47 %)

Applied Optoelectronics Inc ('US03823U1025')

Applied Optoelectronics reports production milestone and growth in the data center sector

$IESC

Data centers as growth engine: IES Holdings continues to grow strongly and shines with increasing margins!

$VRT (-6,22 %)

WHERE KI CALCULATES, VERTIV COOLS: LIQUID COOLING SYSTEMS FUEL RECORD RESULTS AND A FORECAST INCREASE FOR 2025!

$EME

ENERGY INFRASTRUCTURE PROVIDER EMCOR BENEFITS FROM US INFRASTRUCTURE PROGRAM AND DATA CENTER MAINTENANCE

$FIX (-2,67 %)

COMFORT SYSTEMS BENEFITS FROM THE CONSTRUCTION OF NEW DATA CENTERS AND CHIP FACTORIES - EARNINGS RECORD IN THE SEASONALLY WEAKEST PERIOD!

In a small town in Louisiana, Mark Zuckerberg is having the largest artificial intelligence data center ever built for Meta on agricultural land. It is the size of 70 soccer pitches and cost 10 billion dollars.

Rayville is a town in north-eastern Louisiana in the USA that is experiencing a declining population. In the 2020 census, the population was 3347, down almost 21 percent from 4234 in 2000.

However, this is now likely to change. The state regulatory authorities approved a controversial plan to supply power to the largest artificial intelligence data center to date, which is being built by technology company Meta. This clears the way for the construction of three gas-fired power plants. This was reported by the portal "Nola".

The project is being built on a former agricultural area of around 70 soccer pitches. It is expected to cost around 10 billion dollars (approx. 8.6 billion euros). Meta CEO Mark Zuckerberg has announced plans to further expand the area so that it would be comparable to the size of Manhattan. The company is plunging headlong into the high-risk race for supremacy in the emerging AI sector.

"We chose Louisiana as the location for our largest data center to date for a variety of reasons, including excellent infrastructure connectivity, a strong labor base and a reliable power grid," said a Meta spokeswoman.

Criticism of Meta plans

However, the project in Richland Parish has met with criticism due to its enormous energy requirements, among other things. Davante Lewis was the only person to vote against the plan. He said the agreement leaves fundamental questions unanswered that are "too bitter to swallow", "Nola" quotes him as saying.

https://www.focus.de/finanzen/in-ort-mit-3347-einwohnern-entsteht-fuer-10-milliarden-dollar-groesstes-ki-rechenzentrum_e9ff4911-4348-48b8-9903-9038e11fcefa.html

$FIX (-2,67 %)

For the quarter ended30. June 30, 2025Net income was $230.8 million, or $6.53 per diluted share, compared to $134.0 million, or $3.74 per diluted share, for the quarter ended June 30, 2024. June 2024Revenue for the second quarter of 2025 was $2.17 billion compared to $1.81 billion in 2024. The Company reported operating cash flow of $252.5 million in the current quarter compared to $189.9 million in 2024.

Meanwhile my 9th largest position in the portfolio, here I built up the positions in March / April in the Trump chaos from 350€ to 250€ everything was there, meanwhile the return is impressive 💪😁

Homer Simpson Lifehack

The best return is achieved when the entire market collapses, but earnings remain strong and you continue to regularly expand your position 📉.

"Unfortunately" the market collapses far too rarely for such nice returns 😂

https://investors.comfortsystemsusa.com/news-releases/news-release-details/comfort-systems-usa-reports-second-quarter-2025-results

https://investors.comfortsystemsusa.com/news-releases/news-release-details/comfort-systems-usa-increases-quarterly-dividend-26

Hello everyone, AI is becoming more and more important in our lives. However, this also means that massive investments continue to be made.

I see AI glasses $QCOM (-8,32 %) further ahead.

$NVDA makes a lot of things possible here.

In terms of infrastructure, I see $VRT (-6,22 %) and $IESC as one of the beneficiaries.

Cooling of data centers $MOD (-3,94 %) and $FIX (-2,67 %) .

And as mentioned in the report

$META
$GOOG (-3,33 %)
$MSFT (-3,3 %)
$AAPL (-4,63 %)

Meta brings the AI functions of its sunglasses to Europe, Gemini's live image recognition becomes accessible to all, and Grok also gets virtual eyes

First we chatted with the AI bots, then we talked to them - and if the manufacturers have their way, we will also show them our surroundings in future so that they can comment on them. What was previously a niche program is now set to find its way into the masses. And in Europe too.

Following the European launch of Meta AI, the Facebook group Meta is now also offering the smart functions of its Rayban sunglasses, which are already available in the USA, in various European countries, including Austria. Initially, it is possible to ask the sunglasses equipped with Meta AI a question by voice input, and the answer is then output via the sunglasses' small speakers. In the near future, the glasses' integrated cameras will also be used to ask questions about visible objects in the environment.

But it's not just Meta, Google is also expanding its potential user base for a similar feature. All Android users will be able to use the image recognition and screen sharing function in Gemini Live free of charge, which was previously reserved for owners of Pixel 9 or Galaxy S25 smartphones. Here, too, the AI answers questions about things it sees via the camera or on the screen. And Elon Musk's Grok now also has digital eyes, albeit only via the iPhone app for the time being.

Of course, where there is light, there is also shadow, and once again this means data protection. Concerns have been expressed, particularly with regard to Meta's smart Rayban glasses, that people could not only be filmed but also identified by the AI. This is not science fiction: in the fall of 2024, Harvard students were already able to determine the personal data of strangers in real time using commercially available Meta smart glasses.

All eyes on Google, efforts at Apple

Another topic that has caused a stir in recent days: the antitrust proceedings against Google. And in this case, an eye is also being cast on the topic of AI, as the company could use the technology to further strengthen its position. Among other things, Google is said to be paying "enormous sums of money" to Samsung to have Gemini installed as the standard AI app on its smartphones. Should the Google business be split up, an AI competitor has already signaled its interest: OpenAI would like to take over the Chrome browser.

In this context, it was made public that Gemini now has 350 million monthly and 35 million daily active users. In October, it still had nine million daily active users and 90 million monthly active users. Despite the growth, however, the figures are still lower than those of the competition: Meta AI has 500 million monthly users, while OpenAI has 400 million.

However, Google has also attracted the attention of competition authorities on this side of the Atlantic. The EU Commission is investigating Google's AI overviews after publishers recorded losses in traffic and advertising revenue following their introduction.

These are problems that Apple does not have: There, they are making more of an effort to catch up. One of the ways in which the new Siri engineering boss Mike Rockwell is hoping to achieve this is by bringing people into the team who previously worked on the Vision Pro headset. Some of the once promised features of Apple Intelligence are still awaited. Previously, Apple had advertised AI functions in commercials that did not even exist, but after various complaints, the company is now much more cautious with its promises.

New tools and features

In terms of new features and tools, one of the things we can look forward to this week is that Google Workspace will receive components from NotebookLM. People with Gemini Advanced accounts can use Google's video AI Veo 2 in Gemini. Developers can test Google's hybrid reasoning model Gemini 2.5 Flash.

Microsoft, on the other hand, wants to integrate Copilot into the Xbox app. OpenAI has entered into a partnership with the Washington Post and is incorporating their content into ChatGPT. Sam Altman's team also enables developers to integrate OpenAI's image generator into their own applications via API. The o3 and o4-mini versions can now determine exactly where a particular photo was taken.

There is also good news from European providers. For example, the Swedish start-up Lovable, which specializes in vibe coding, has released version 2.0 of its tool, which even non-experts with no coding experience can use to build simple applications. Among other things, the tool now includes more options for cooperation and security checks.

There is also news from Paris. It was only in the fall that Thomas Wolf, Chief Science Officer (CSO) at Hugging Face, told me that, in addition to providing AI models and applications, the platform also wanted to get involved in the field of robotics, and now these plans are becoming more concrete: With the acquisition of Pollen Robotics, the French want to offer open source robots, namely the software as well as construction plans and 3D models.

(Jan 25 (Reuters) - The cloud computing arm of Alphabet Inc (GOOGL. O), opens new tab, announced on Thursday that it had entered into a partnership with startup Hugging Face, to facilitate the development of artificial intelligence (AI) software on the company's Google Cloud.25.01.2024)

https://www.derstandard.de/story/3000000266847/ki-google-chrome-chatgpt

Last EPS at 4.09$

Dividend 0.40$

https://investors.comfortsystemsusa.com/news-releases/news-release-details/comfort-systems-usa-reports-fourth-quarter-and-full-year-2024

Currently at a nice zone and if the figures are poor, further tranches will follow.

Beat the S&P500 Challenge

I have been thinking about which stocks I could use to beat the S&P500 index.

After a lot of research, I have now decided on 20 American shares, which I will save 100 euros/month each in savings plans from 01.04.2024. As I didn't want any overlaps/duplications with my ETFs (World and Consumer Staples), I chose companies from the second tier. Perhaps one or two of the stocks will also be of interest to you 😉

The portfolio will contain the following shares:

$AME (-2,71 %)

$APH (-3,8 %)

$ANET

$AJG (-0,65 %)

$CMG (-3,56 %)

$FIX (-2,67 %)

$EME

$IT (-2,55 %)

$HUBB (-3,31 %)

$INTU (-2 %)

$KAI (-5,65 %)

$KLAC (-5,88 %)

$MMC (-0,04 %)

$MEDP (-3,88 %)

$MOH (-3,02 %)

$RSG (+1,23 %)

$SNPS (-12,42 %)

$URI (-3,53 %)

$VRTX (-3,11 %)

$GWW (-2,69 %)

I know that it will be difficult to beat the S&P500, but I still want to try...

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗗𝗶𝗴𝗶𝘁𝗮𝗹𝗲𝗿 𝗜𝗣𝗢 / 𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗰𝘀 𝘁𝗲𝗶𝗹𝘁 𝘀𝗶𝗰𝗵 / 𝗧𝗵𝗲 𝗠𝘂𝘀𝗸 𝗯𝗿𝗼𝘁𝗵𝗲𝗿𝘀 / 𝗜𝗡𝗚 𝘂𝗻𝗱 𝗞𝗿𝘆𝗽𝘁𝗼

𝗜𝗣𝗢𝘀 🔔

CI&T - The price of CI&T's initial public offering has been announced. Shares are expected to begin trading on the New York Stock Exchange under "CINT" on November 10, 2021. A total of 13,043,478 shares of common stock will be offered at $15 per share. CI&T is a global digital specialist and end-to-end digital transformation partner for over 50 large enterprises. It also has a global presence in 8 countries.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Alliance Data ($LID (-3,56 %)), A10 Networks ($8A0 (-4,03 %)), BP ($BPE5 (-2,96 %)), Crown Holdings ($CWN (-1,19 %)), Corteva ($2X0 (-2,74 %)), Calavo Growers ($CVGW), Emerson Electric Company ($EMR (-4,69 %)), Comfort Systems USA ($9CF (-2,67 %)), Honeywell International ($ALD (-2,58 %)), Invesco ($3IW (-6,38 %)), MSCI ($3HM (-2,55 %)), Materion ($BEM (-6,45 %)), Royal Dutch Shell ($R6C), The J.M. Smucker Company ($JM2 (-0,88 %)), Bio-Techne ($TE1 (-3,75 %)), Visa Inc. ($3V64 (-2,33 %)) and Essential Utilities ($A2A (+0,11 %)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Adidas ($ADS (-2,82 %)), Allianz SE ($ALV (-0,68 %)), Alstom ($AOMD (-2,08 %)), Asahi Beer ($ABW (-1,57 %)), Casio ($CAC1 (-4,78 %)), Continental AG ($CON (-1,18 %)), Deutz AG ($DEZ (-2,24 %)), E.ON ($EOAN (-0,71 %)), Heidelberger Druckmaschinen ($HDD (-4,22 %)), Hensoldt ($5UH (-4,62 %)), Infineon ($IFX (-4,21 %)), Jungheinrich ($JUN3 (-2,63 %)), LEG Immobilien ($LEG (+0,3 %)), Leoni AG ($LEO), Mazda ($MZA (-6,72 %)), OHB ($OHB (-11,5 %)), OSRAM ($OSR), Siemens Energy ($ENR (-3,54 %)), SMA Solar Technology ($S92 (-2,39 %)), Synlab ($SYAB), Tencent ($NNND (-6,61 %)) and Walt Disney ($WDP (-2,19 %)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

General Electrics ($GCP (-3,29 %)) - One of the largest companies in the United States announced it would split into three publicly traded individual companies. These companies will then focus on the "Aviation", "Health Care" and "Energy" industries. Wall Street analysts are in favor of the company's plan. This could enable GE to escape from the astonishingly weak performance of the last two decades.

Tesla ($TL0 (-6,86 %)) - Elon Musk's brother, Kimbal Musk (pictured right), sold Tesla shares shortly before his brother's Twitter poll. As previously reported, Elon Musk had a vote on the sale of ten percent of his Tesla shares via Twitter. The majority of his followers were in favor of a sale. As a result, the Tesla share price temporarily plummeted to just under 880 euros. Now Elon Musk could again find himself confronted with the U.S. supervisory authority SEC as a result of his market-moving tweets. In addition, publicly viewable SEC forms show that Kendal Musk, who is also a Tesla supervisory board member, apparently sold off his Tesla shares before the survey. He exercised an option to buy 25,000 Tesla shares at $74.17 apiece and sold them right back for prices between $1,223 and $1,236. Thus, he made a profit of $108.8 million. It remains unclear whether he knew about his brother's upcoming Twitter poll.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

ING Group ($INN1 (-0,24 %)) - ING's CIO, Annerie Vreugdenhil, announced at the Singapour FinTech Festival that the bank with the orange lion and the ad featuring Dirk Nowitzki is currently working on a DeFi (Decentralised Finance) P2P lending project. It is doing this in cooperation with the Dutch financial regulator AFM. The big bank's ambition to become part of the crypto world became known at the latest through the whitepaper they published in early 2021 about the ways in which banks can learn from what is happening in the crypto space. As a strong collaborative partner, ING cited Aave ($AAVE/EUR (+0,31 %)) - a project that offers interest on over-collateralized crypto assets without the need for an intermediary.

Apple ($APC (-4,63 %)) - The tech giant's CEO stated in the past day that he personally holds cryptocurrency, specifically Ethereum and Bitcoin. However, according to his statements, the Apple company does not currently plan to invest in cryptocurrencies.

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