I would like to share with you my theory on the deepseek issue.

AI has the potential to turn the current world order upside down. Computing power is the new oil of the 21st century. Until now, everyone was firmly convinced that this was associated with high acquisition costs (R&D, infrastructure...). In order to extend its lead in the field of AI, the USA announced the 500 billion dollar Stargate project project. This represents an unprecedented level of investment that could cause other regions of the world to fall behind. other regions of the world fall behind.

Now my theory comes into play. Only days after the announcement of this investment package, news suddenly spread about a Chinese AI start-up that is supposedly as good as OpenAI, but can do the whole thing for virtually nothing. The information on the 6 million dollar development costs is as questionable as it is unverifiable.

The direct consequence of this news is that major investments in AI are being questioned. Why invest 500 billion in AI when you only need 6 million? The Chinese government with its puppet deepseek has now achieved its goal. They want to blow up Stargateblock it or simply take the wind out of its sails. SoftBank $9984 (-1,64 %), OpenAI and Oracle $ORCL (-4,33 %) will not be deterred from the project, but potential investors such as Apollo, Brookfield or sovereign wealth funds from the Middle East could be unsettled and reconsider their investments. be unsettled and reconsider their investments.

Meanwhile subsidizes China continues to secretly subsidize its own AI industry with billions. As private investors are unwilling or unable to invest so much money in China, they have resorted to this perfidious strategy in times of the cold war of technology probably the new normal.

What do you think of my theory? Or do you think it was all just a coincidence, there is no intention behind it and deepseek is a great thing?

As there are always questions here at getquin about the future of share X or how the markets will develop, I went to the oracle and asked a few questions.

According to the ball, the probability that a share will rise in the next few days/weeks/months/years is exactly 33.33333333%

The long-term future of the markets also looks rosy, with a 99.99% probability that the markets will be in a much better position in 20 years' time.

Should a nuclear war break out, however, things look bleak, with the probability of a crash

a crash and you lose money is 100%, only 1 Bitcoin remains 1 Bitcoin

If there is no dividend yet, you shouldn't get your panties in a bunch. The probability that it will be paid out in the next few days is 100%

I hope I was able to help some people with this 😁

The CEO of $SAP (-1,87 %), Christian Kleindescribed the recently announced investment of 500 billion US dollars in the US AI infrastructure, the so-called Stargate project, as a "wake-up call for Europe". In an interview at the #wef2025 Klein called the project, which was initiated by OpenAI, $9434 (+0,6 %), $ORCL (-4,33 %) and led by the Trump Administration, "a great step". He explained that it was the right decision and would also help to increase government productivity. Klein pointed out that Europe often complains about regulations and too many AI laws, while the Stargate project is a good role model for Europe.

He added that he would "absolutely support".

"We work with all public sectors worldwide and of course we would welcome it in Europe as well"

"Europe needs it the most, from my point of view."

According to Bloomberg, SoftBank $9984 (-1,64 %) and OpenAI will each initially invest 19 billion dollars in Stargate. Each will hold 40% of the shares in the joint venture. Oracle $ORCL (-4,33 %) and MGX are both investing 7 billion dollars, but no specific shares are attributed to them. The remainder of the initial 100 billion dollars will be financed through debt and smaller investments from third parties.

Who still finds it funny how offended Elon Musk is about the whole thing? Trump has shown him who really has the say.

https://finance.yahoo.com/news/softbank-openai-plan-19-billion-022702821.html

The return of Donald Trump and the announcement of the ambitious "Stargate" project are bringing a breath of fresh air to the US AI and energy sector. With an investment of up to 500 billion dollars, OpenAI, Softbank and Oracle are planning to build the next generation of high-performance data centers. The aim is to create the infrastructure for future AI technologies - a project that could not only revolutionize the AI world, but also provide new impetus for the energy sector.

The winners of the AI revolution

Companies like $NVDA (-3,63 %) NVIDIA, $MSFT (-1,57 %) Microsoft and $ORCL (-4,33 %) Oracle are among the obvious beneficiaries of the new AI boom. Their hardware and software solutions are essential to provide the required computing power. However, the increasing demand for energy for these data centers has brought another issue into the spotlight: nuclear power.

Nuclear power as the basis for the future of AI

The immense power requirements of modern data centers demand stable energy sources. As a result, nuclear power is making a comeback in the USA - it is seen as a reliable solution to ensure the operation of energy-intensive AI and quantum computing applications. Companies like Constellation Energy, Vistra and Centrus Energy are in focus, as they are ideally positioned to benefit from this development.

• $CEG (-7,34 %)
  Constellation Energy, core player in the nuclear energy sector.
• $VST (-7,68 %)
  Vistrawith one of the largest nuclear power fleets in the USA.
• $LEU (-5,17 %)
  Centrus Energya leading supplier of nuclear fuel, sees strong growth due to increasing demand.

Conclusion

Finally a breath of fresh air for NVIDIA and Co. Vistra would be my personal favorite to meet the increasing demand for energy. Nancy Pelosi has a similar view ;) Good luck to you all!

After the latest news, should you consider investing in $ORCL (-4,33 %) or $9984 (-1,64 %) to invest?

Netflix with record increase of almost 19 million users + Evotec receives funding from the Korean government + Trump announces AI infrastructure investments + Trump open to Musk's purchase of Tiktok

Netflix $NFLX (-1,73 %)delivers after-hours figures

• Netflix has broken the 300 million user mark after record growth in the past quarter.
• In the quarter with the second season of the South Korean hit series "Squid Game", the company added almost 19 million users, as announced by the company on Tuesday after the US stock exchange closed.
• This was around twice as many as analysts had expected - the video streaming market leader also exceeded Wall Street forecasts for revenue and profit.
• Netflix now has 301.6 million customer households.
• The largest quarterly increase to date was around 15 million at the start of the coronavirus pandemic in 2020.
• However, with the record, Netflix will now stop providing information on the number of users.
• Netflix's revenue rose by 16% year-on-year to 10.2 billion dollars in the past quarter.
• At the bottom line, profit jumped from 938 million dollars a year earlier to 1.87 billion dollars.
• The results were well received by investors: The share price rose by eight percent at times in after-hours trading.

Evotec $EVT (-0,94 %)receives funding from the Korean government to develop novel antibody-based treatments for lung diseases

• Yonsei University, Zymedi and Evotec receive USD 4.5 m from the Korea Institute of Advanced Technology under the Korean Ministry of Trade, Industry and Energy.
• The funding will support a novel collaboration to develop first-in-class therapeutics for the treatment of asthma and idiopathic pulmonary fibrosis

Trump announces AI infrastructure investments led by Oracle $ORCL (-4,33 %), OpenAI and Softbank $9984 (-1,64 %)supported by

• Executives pledged to invest an initial $100 billion and up to $500 billion over the next four years in the project, which will be set up as an independent company
• https://www.cnbc.com/2025/01/21/trump-ai-openai-oracle-softbank.html?irclickid=x7cRozR4exyKT%3ARS-WUlu0FFUksxGHydHx9a1w0&irgwc=1

Trump open to Musk's purchase of Tiktok

• US President Donald Trump has no objections to tech billionaire Elon Musk taking over Tiktok.
• He is open to it if Musk wants to buy the video app, Trump said in the White House in response to a question from journalists.
• He also reiterated that he believes Tiktok should be half-owned by the USA.
• Musk's name had recently been mentioned in media reports.
• The Wall Street Journal and the financial service Bloomberg wrote that the Chinese government was considering the option of selling Tiktok to Musk.
• The tech billionaire and current Trump confidant has considerable business interests in China: the electric car manufacturer Tesla, which he manages, has a large plant in Shanghai.
• Musk could link Tiktok with X Musk already owns the online platform X, which is based on the short messaging service he bought, Twitter.
• He supported Trump's election campaign with more than 200 million dollars and made X an even more important platform for the president and his supporters.
• The clock is ticking for Tiktok in the USA. A US law stipulated that the China-based Tiktok owner Bytedance had to divest itself of Tiktok by last Sunday in order for the app to remain available in the US.
• However, this did not happen and the app was temporarily taken offline at the weekend.
• Trump gives Tiktok more time On Monday, however, Trump issued an executive order that the Department of Justice should not enforce the provisions of the law for 75 days.
• It remains to be seen whether he can do this legally.
• Trump is convinced that he can strike a deal for Tiktok. He argues that Tiktok is worth nothing without the US market and that he is therefore in a strong negotiating position.
• Officially, Tiktok has always rejected a change of ownership.
• Concerns in the US The law - which Trump must also abide by - was triggered by worries that the Chinese government could use Tiktok to gain access to US users' data and manipulate public opinion in the US.
• Tiktok rejects this.
• At the same time, Trump played down the data protection concerns.
• There are bigger problems than information about young Tiktok users falling into Chinese hands, he said on Monday.

Wednesday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks
• Acerinox EUR 0.31
• Dell Technologies Registered USD 0.45

• Quarterly figures / company dates USA / Asia
• 12:25 Johnson & Johnson quarterly figures
• 12:30 GE Vernova quarterly figures
• 12:45 Halliburton | Johnson & Johnson quarterly figures
• 12:55 Procter & Gamble quarterly figures
• 13:00 Travelers Cos quarterly figures
• 13:30 Abbott Laboratories quarterly figures
• 16:00 United Airlines quarterly figures
• 22:10 Alcoa annual results

• Quarterly figures / Company dates Europe
• 08:00 Easyjet quarterly figures
• 17:45 VW Pre Close Call

Economic data

11:00 EU: Government Debt 3Q | Government Deficit 3Q

12:00 DE: Bundesbank, monthly report January

16:00 US: Leading Indicators Index December FORECAST: -0.1% yoy previous: +0.3% yoy

16:15 CH: ECB President Lagarde, participation in dialog on "Beyond Crisis: Unlocking Europe's Potential" at World Economic Forum Davos

19:30 CH: ECB Governing Council member Nagel, participation in panel at World Economic Forum Davos

19:30 DE: President of the Deutsche Bundesbank, Joachim Nagel, participates in a panel discussion at the event "Evening Reception, Frankfurt RheinMain International Marketing of the Region"

SoftBank, Oracle and OpenAI are setting up a joint venture called Stargate and investing $500 billion in AI infrastructure projects in the US over the next four years. I have been very positive about the developments around the SoftBank Group for some time now, as you can see from previous posts. Microsoft, NVIDIA and ARM will also be technology partners in the project.

https://www.handelsblatt.com/technik/ki/usa-openai-softbank-und-oracle-schmieden-kolossales-ki-buendnis/100102415.html

$9984 (-1,64 %)

$ORCL (-4,33 %)

$MSFT (-1,57 %)

$NVDA (-3,63 %)

$ARM (-3,76 %)

$ORCL (-4,33 %)

US-based Oracle is one of a number of major technology companies focusing on the development of virtual assistants that can perform repetitive or difficult tasks with greater autonomy.

Microsoft and Alphabet's Google have also placed agents at the center of their AI strategies.

Unlike the general virtual assistants used by consumers, Oracle's agents are designed to complete specific tasks. Every time a sales representative meets with a customer, they need to update the company's data on the progress of a deal, and the agents can take over this task.

However, some tasks are more complex.

A customer intelligence agent can pull records from all categories of Oracle's enterprise software and create a report for sales teams preparing for business meetings, even if those records are in different languages.

For example, the system can show a US-based sales team that a regular customer in another country has not received its deliveries on time - information that could be helpful in offering concessions to extend a contract.

"Our customers are often brands that you may never have heard of, but are active in the industry. They transport rock and manufacture machinery. They tend to be global," Rob Pinkerton, a senior vice president at Oracle, said in an interview.

"The ability to bring together the data from all the languages that are important to a vendor is very useful." According to Oracle, the features will be available from Tuesday. The company is not charging any additional fees for the new agents.

Due to my own inattention or incompetence, I will liquidate the positions except for gold and BTC.

Why? I only realized today that this taxation of unrealized gains on ETFs is actually coming into force.

In order to replicate the performance of Info Tech and Defense as closely as possible (I still want to exclude Mag 7 and the savings plan options also limit me slightly), I am betting on these stocks (all are equally weighted):

$ORCL (-4,33 %)

$PANW (-3,05 %)

$PLTR (-3,33 %)

$PH (-3,71 %)

$RTX (-1,21 %)