1Semana
Markt: Sell the News
Opi: Bought a few
🤝🫶
Opi: Bought a few
🤝🫶
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@Aktienhauptmeister Let's see if that was a smart move.🤷♀️😇 But the expectations the market has these days are really getting on my nerves, to put it mildly. Fundamentals are being ignored—it's about time things really hit the fan so people can slowly come to their senses again.
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@Dividendenopi I agree with that view as well. I've had this discussion with @Get_Rich_or_Die_Tryin quite a few times 🤦🏼♂️
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@Dividendenopi I've found this whole topic of AI, energy, and so on to be extreme for quite some time now. Outstanding fundamental data is completely ignored, while companies with disastrous fundamentals suddenly skyrocket as soon as the word "AI" is mentioned anywhere. Spot the flaw 🤦🏼♂️
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@Aktienhauptmeister Even though the number of critical voices is growing, this will continue for a while. And until then, some people will still be making good money. And hopefully they'll lock in their profits in time. I'm very curious to see what impact the current and upcoming earnings reports will have.
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@Dividendenopi These are some crazy times. I feel the same way—all these ups and downs are totally annoying. I’m staying invested for now, too. Assuming there aren’t any surprises with the dividend. From what I’ve read, Morgan Stanley is now expecting about 1.2 trillion U.S. dollars in hyperscaler capex for 2027 and 1.4 trillion for 2028. At first glance, that doesn’t really fit with the end of the cycle. An AI collapse would require the big players to halt their investments. But as long as the hyperscalers are pumping hundreds of billions into infrastructure, the infrastructure engine remains intact—completely regardless of whether the market gets impatient in the short term. I also read somewhere that Satya Nadella and Mark Zuckerberg have repeatedly emphasized: “The risk of underinvesting is dramatically higher for us than the risk of overinvesting in the short term.” Let’s hope they know what they’re doing? As long as this hasn’t been proven across the board, the market will remain extremely nervous and react just as sensitively and volatilely to every minor misstep as it has been doing for months now. As long as money is being spent with open hands, a massive wave of write-downs and interest expenses is rolling toward the balance sheets—that much is clear. Every time a quarterly earnings report shows even a slight miss on profit, the market will reflexively use the issue of too much CapEx and too little margin as a stick to beat the company with. We are currently in a pure build-out phase (securing capacity, building data centers, buying GPUs). Over the next 12 to 24 months, this infrastructure will likely come online on a massive scale—the global computing power of the hyperscalers will multiply, and it must become clear that the investments are paying off. But that’s nothing new.
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@schlimmschlimm Oh come on, Frank, you’ve got worse positions in your portfolio 😂🤭😇. The cash flow is solid—even looking ahead—and that more than covers the dividend. This is a minor setback, and once the market recognizes that steady growth is better than inflated expectations of “more and more and more,” then as far as I’m concerned, they can even cut the dividend a little. Even with a conservative estimate, the fair price is well above the current share price. So just sell 3 to 5 shares at a decent profit to maintain your cash flow.
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@Dividendenopi @schlimmschlimm Are you invested in hyperscalers?
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@capital_captain_2693 I certainly haven't, and because of my dividend strategy, I never have
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