After the nvidia keynote yesterday, I am now more convinced than ever that my dramatic overweighting in the US is correct $EQQQ (+0,16 %) will outshine everything in Europe and Asia. And with this unassailable lead in technology, the independence in energy, the basic military constitution also the entire US economy in the form of the S&P500.

The realization that the Mag7 will no longer dominate the key technologies globally in competition, but together in hegemony is unfortunately not a wake-up call for Europe. We are destroying our own companies and celebrating the arrival of Microsoft and Tesla as an economic success.