While I'm struggling with the terrible controls on an old machine $SIE (-0,34 %) control system, I bought a few shares $UNH (-10,33 %) purchased.

Today I also bought 1× $MUV2 (+1,71 %) 5× $QCOM (-0,39 %) & 10x $QLYS (-0,71 %)

Greetings from Warsaw 🫡

I made a purchase on Wednesday. I've actually wanted to do this for a long time, but somehow I got a bit off track.

In my view, this is one of the cheapest companies in the semiconductor sector, and its low price is not justified. In my opinion, there is good money to be made with $QCOM (-0,39 %) both in the short to medium term and in the long term (the need for chips and very solid dividends)

First of all, thank you for taking the time to read this post🙄 it's getting a bit long😅

As you know, the market has only gone in one direction in recent weeks and months📉, but now the wind seems to have changed 📈

since my portfolio presentation last year, I have now used the correction to some changes in the portfolio, which I would like to share with you 🙃 "Unfortunately" there was no reduction in the portfolio for the time being because there were too many attractive opportunities🥹

At the beginning of April in particular, I massively reduced my cash reserves and expanded or even doubled my positions. I also made a a few new additions in my portfolio begrüßen✌️(I actually had a few stocks inspired by the dear @Aktienhauptmeister 👀) Greetings go out 😆

In my portfolio introduction post, I mentioned that I would like to $DHR (+1,29 %) against $SYK (+0,93 %) would exchange. Now it has actually been implemented ✅ necessity is the mother of invention, which is why I have also parted with $OR (+1,38 %) I also parted with

I didn't want to share all my purchases now, that would be too much, so I'll list what I bought here 🙂

I tried as best I could to increase "every" position in the portfolio a bit🧐

First of all, I'll mention the positions that were further expanded

$VWCE (+0,47 %) + ~10k

$GRAB (-4,16 %) + ~1k to (3.38)

$BLK (+2,76 %) + ~ 1.3k (678)

$ASML (-1,01 %) + ~2.7k (555,45)

$GOOGL (-0,7 %) + ~ 1.5k (124,66)

$MPWR (-3,1 %) + ~ 1.6k (409,21)

$SOFI (-3,24 %) + ~ 0.7k (7,78)

$LIN (+0,85 %) + ~ 1.1k (388,20)

$QCOM (-0,39 %) + ~ 1.5k (113,62)

$CRWD (-0,96 %) + ~ 0.9k (289,75)

$MSCI (+1,42 %) + ~1.3k (451)

$V (+1,71 %) + ~ 1.4K (274)

$AMZN (-2,43 %) + ~ 1.4K (159,74/159,34)

$MSFT (-0,28 %) + ~ 1.7k (335/337,75)

$MC (-3,18 %) + ~ 1.9k (482,31)

$NOVO B (+1,73 %) + ~ 2.5k (51,68)

$ABBV (+1,51 %) +~ 1.5k (152)

$NVDA (-1,26 %) +~ 2k (85,04)

$UNH (-10,33 %) +~ 1.7k (336,30)

$PEP (+2,07 %) +~ 1.1k (114,97)

$MRK (+1,44 %) +~ 1k (67,70)

------------------

now to the new arrivals 🤩 the ones now mentioned below I opened the positions for the first time 😇

$SYK (+0,93 %) ~ 2.1k (305,72)

$META (-2,38 %) ~ 1.4k (467,30)

$AVGO (+0,12 %) ~ 1.1k (156,76)

$ISRG (-0,64 %) ~ 1.6k (398,30)

$SPGI (+1,33 %) ~ 1.2k (403,22)

$ANET (-2,5 %) ~ 1.8k (70,50/58,65)

$UNP (+2,12 %) ~ 0.9k (187,56)

$CAT (+0 %) ~ 1.5k (246,50)

(I hope I have not forgotten anything)

I have invested a total of about 45k and am absolutely satisfied with my investment case. Now I have no more buffer to add 🥲 in the next few months I will build up cash again 😬

Now I'm curious to see what you've bought, my dear investors?

Like for example @Aktienhauptmeister
@Max095
@Tenbagger2024
@Simpson 🫣

thanks again for reading 🥸

in that sense

have a nice weekend ✌️

Tops

Still at the top 🥇Sprouts Farmers$SFM (+1,36 %) which are stable 📈 followed by 🥈Netflix $NFLX (+2,43 %) which has fought its way up to second place despite all the market turbulence.

Walmart $WMT (-0,76 %) who have always been in the top 3 since I started covering the position.

Unlike the country 🇩🇪 where it feels 📉. Things are looking surprisingly good on the stock market for 🇩🇪 shares $DB1 (-1,08 %) & $MUV2 (+1,71 %) in the top 10 💪😊

Surprisingly, there is no sign of Magnificent 7 far and wide 😂 although $TSLA (-1,6 %) is no longer represented in the "ETF".

Flops

Although Adobe$ADBE (+1,2 %) actually has good figures, the position has not really gotten off the ground since I started holding it, worse still, so far it has brought me the most losses, although it does not pay a dividend 😂

Of course the savings plans are still running this month, but not all positions.

The winners are still running, some of the losers have been paused for the time being and only the flops are still running. $QCOM (-0,39 %)
$AMAT (-4,58 %) continue.

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 (-0,39 %) further ahead.

$NVDA (-1,26 %) makes a lot of things possible here.

In terms of infrastructure, I see $VRT (-4 %) and $IESC (-2,09 %) as one of the beneficiaries.

Cooling of data centers $MOD (-2,63 %) and $FIX (-0,81 %) .

And as mentioned in the report

$META (-2,38 %)
$GOOG (-0,69 %)
$MSFT (-0,28 %)
$AAPL (-0,5 %)

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

Qualcomm $QCOM (-0,39 %)

QCOM is a leading provider of wireless technology.

The share has grown at a CAGR of 19.6 % since 1991but suffered a "lost decade" after the dotcom bubble. Since June 2024, the share price has fallen by 40 % since June 2024.

Reasons for the attractiveness of QCOM:

• 5-year key figures:
• Sales CAGR: 11,72 %
• Free cash flow CAGR: 13,59 %
• Dividend CAGR: 6,20 %
• Gross profit margin: 57,59 %
• Return on investment (ROIC): 24,53 %
• Liquidity: 63,88 %
• Payout ratio: 39,55 %
• Share buy-backs: 1,60 %

According to the CNBC report, the following product categories are exempt from the new US tariffs on Chinese imports: Smartphones, laptops, desktop computers, tablets, semiconductor chips as well as networking equipment and server components. The exemptions particularly affect tech companies such as Apple, Dell and HP.

Zur vollständigen Übersicht im Artikel bei CNBC

The news is based on what I personally consider to be reputable sources. No investment advice. Follow me for more updates!

$AAPL (-0,5 %)
$DELL (-0,51 %)
$NVDA (-1,26 %)
$QCOM (-0,39 %)
$AVGO (+0,12 %)

Qualcomm $QCOM (-0,39 %) and AMD $AMD (-2,62 %) are circumventing the new US tariffs on Chinese imports by increasing their chip production via Taiwan. This step is intended to avoid additional costs and keep supply chains stable. Analysts see this as a strategic adjustment to the tougher geopolitical environment.

Mehr dazu bei GuruFocus

The news is based on what I personally consider to be reputable sources. No investment advice. Follow me for more updates!