Puestos
6🔹 $APP (-6,13 %) +7.4%
🔹 $HOOD (-9,88 %) +7.2%
🔹 $EME (-3,01 %) +2.2%
They will replace MarketAxess, Caesars Entertainment and Enphase Energy.
Meanwhile, Caesars fell -0.5%, Enphase -1.8%, and MSTR dropped -3% after disappointment of not being included.
📊 Joining the S&P 500 is a major milestone — it increases demand from ETFs and institutional investors, improves liquidity, and strengthens a company’s market profile.
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
https://www.tagesschau.de/wirtschaft/energie/meta-atomstrom-100.html
Talen Energy - Power producer signs long-term contract with Amazon Web Services.
EQT becomes energy supplier of the next AI era - Pennsylvania relies on gas instead of wind or solar.
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.
HOCHTIEF subsidiary builds mega data center for Meta in the USA
data centers
NVIDIA Corp ('US67066G1040')
A dominant player: Hardly any AI data center runs without Nvidia
Talen Energy Corp ('US87422Q1094')
Talen Energy - Power producer signs long-term contract with Amazon Web Services.
Applied Digital Corp ('US0381692070')
Applied Digital: AI data centers as growth driver
Lumentum Holdings Inc ('US55024U1097')
Lumentum Holdings is a beneficiary of demand for data center infrastructure
Bitdeer Technologies Group ('KYG114481008')
Bitdeer grows rapidly: hashrate doubled, but losses still rise significantly
Astera Labs Inc ('US04626A1034')
Astera Labs goes from insider tip to profit rocket! The AI connectivity star conquers billion-dollar markets!
Infineon Technologies AG ('DE0006231004')
Infineon convinces with green technology in a difficult environment
technotrans SE ('DE000A0XYGA7')
Technotrans: Ice cold back on the road to success
Hochtief AG ('DE0006070006')
Hochtief - Infrastructure investments worth billions are growth drivers.
Flex Ltd ('SG9999000020')
Flex: Contract manufacturer with power - Data center boom drives share to new heights.
Oracle Corp ('US68389X1054')
DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.
Primoris Services Corp ('US74164F1030')
DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.
Vistra Energy Corp ('US92840M1027')
DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.
EQT Corp ('US26884L1098')
EQT becomes energy provider of the next AI era - Pennsylvania turns to gas instead of wind or solar
Amazon.com Inc ('US0231351067')
Strategy on multiple fronts! Amazon cools GPUs, invests in Anthropic and fills shopping carts during Prime Days!
Seagate Technology Holdings PLC ('IE00BKVD2N49')
Seagate - Irish to significantly improve margins and sales again in H2 with new technology.
Ecolab Inc ('US2788651006')
With 3D TRASAR Technology against water waste: How Ecolab is making data centers smarter.
Applied Optoelectronics Inc ('US03823U1025')
Applied Optoelectronics reports production milestone and growth in the data center sector
Data centers as growth engine: IES Holdings continues to grow strongly and shines with increasing margins!
WHERE KI CALCULATES, VERTIV COOLS: LIQUID COOLING SYSTEMS FUEL RECORD RESULTS AND A FORECAST INCREASE FOR 2025!
ENERGY INFRASTRUCTURE PROVIDER EMCOR BENEFITS FROM US INFRASTRUCTURE PROGRAM AND DATA CENTER MAINTENANCE
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.
Small position in the MidCaps $EME (-3,01 %) . Not in the big news, but decent PE 20, FPE 17, great EPS F5Y, no debt, 26% ROIC, 6% EV/FCF, 1.06 Beta, 24% Return in last 10 Years, including +16% in 2022 and only -5% in 2008. 18% under valued if you believe analysts :D. 3 months in lateral. My first position in industrials, hope it behaves properly. Any opinions?
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:
I know that it will be difficult to beat the S&P500, but I still want to try...
Big movements today:
Sold x2299 $ALSEN (-0,95 %) at 0.919$ (all the position)
Sold x26 $RBLX at 40.59$ (small part of the position)
Sold x3000 $EME (-3,01 %) at 0,40$ (all the position)
Bought x33 $ONON (-3,87 %) at 33,25$
Bought x3 $META (-5,02 %) at 484$
Bought x2 $MSFT (-3,3 %) at 403$
Bought x50 $RIVN (-3,35 %) at 12.67$
What do you think about this?
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗞𝗲𝗶𝗻 𝗛𝗮𝗳𝗲𝗻 𝗶𝗻 𝗦𝗶𝗰𝗵𝘁 / 𝗩𝗪 𝗺𝗮𝗰𝗵𝘁 𝗲𝗶𝗻𝗲𝗻 𝗮𝘂𝗳 𝗧𝗲𝘀𝗹𝗮 / 𝗨𝗦𝗔 𝗶𝗺 𝗕𝗶𝘁𝗰𝗼𝗶𝗻-𝗛𝗶𝗺𝗺𝗲𝗹
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
As of today, Blackrock ($BLQA), Citigroup ($TRVC (-3,2 %)) and EMCOR Group ($EM4 (-3,01 %)) are trading ex-dividend.
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Today, Domino's Pizza ($DKOB (-1,8 %)), Morgan Stanley ($DWD (-3,39 %)), Wells Fargo ($NWT (-3,48 %)) and Bank of America ($NCB (-3,39 %)) present their figures.
𝗜𝗣𝗢𝘀 🔔
Veganz - The Berlin-based company is planning to go public in the next few months. The offering volume is expected to be around 50 million euros. The targeted 35 million euros in gross proceeds are to be invested in a new production facility and in the growth of the company, which specializes in vegan and plant-based products.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
USA - The extreme backlog of container ships on the West Coast is to be relieved by making the Port of Los Angeles operate around the clock. Currently, there are about 500 thousand containers on board waiting to be cleared.
Especially fashion groups specializing in fast fashion are hit hard by the delivery bottlenecks, as Asian goods are very much behind schedule. Both H&M ($HMSB (-0,82 %)), Bohoo ($1B9 (-5,97 %)), as well as ASOS ($DYQ (-3,7 %)) are complaining about the current situation and expect further delays and rising raw material prices.
Volkswagen ($VOWA (-0,55 %)) - The automotive group wants to make production more efficient. VW CEO Diess has presented scenarios in the meeting of the control body with a strong reduction of jobs, which should affect up to 30,000 employees. This would mean that every 4th employee would be affected by the job cuts.
However, this measure is only to come into effect if the Group fails to make the transition to e-mobility quickly enough. Diess wants to compete with Tesla in the future, which plans to produce 500 thousand cars per year in Grünheide in the future.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
U.S. Becomes Bitcoin Stronghold - In the United States, the Bitcoin hash rate of 35% now ranks #1 in the world. The mining ban by the Communist Party of China is hitting Chinese miners hard. But as a result, other countries are benefiting greatly. Even Germany is overtaking China, currently carrying 4.5% of the Bitcoin hash rate. However, it is possible that Chinese miners, disguised by a VPN, continue their business in other countries.
Principales creadores de la semana
