So, to those of you who are interested, here's some more information about the transactions from the first two days. Yesterday, TSL caused the stock of $LPK (-12,62 %) .
As a result, $992 (+2,82 %) into the portfolio with
100 shares at €2.59
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21So, to those of you who are interested, here's some more information about the transactions from the first two days. Yesterday, TSL caused the stock of $LPK (-12,62 %) .
As a result, $992 (+2,82 %) into the portfolio with
100 shares at €2.59
Added: Removed:
DAX:
Hochtief $HOT (-0,24 %) Porsche $PAH3 (+0,59 %)
MDAX:
PORSCHE HOCHTIEF
Elmos Seni $ELG (-0,84 %) Redcare $RDC (-1,31 %)
Siltronic $WAF (-3,61 %) Ströer
SUSS Micro $SMHN (+0,9 %) Jungheinrich $JUN3 (-0,34 %)
SDAX:
Jungheinrich. SUSS
STRÖER. ELMOS Semi.
Redcare. Adesso $ADN1 (-1,46 %)
LPKF Laser $LPK (-12,62 %) . Borussia $BVB (-1,16 %)
Vincorion $V1NC (-0,24 %) Verve $VERVE
Basler $BSL (-2,69 %) Pro7 $PSM (-0,46 %)
TecDax
PVA $TPE (+9,22 %) Nagarro $NA90
June 2026:
Possible climbers
Deutsche Börse (Stoxx) will decide on the next index composition on June 4, 2026
- the changes would come into effect on June 22.
According to calculations by Deutsche Bank, two potential newcomers are waiting in the wings:
Hochtief $HOT (-0,24 %)
- The Essen-based construction group has built up a significant lead; its shares have gained 190% in recent months, driven by rising infrastructure spending in defense and data center construction.
With a free float market capitalization of €7.2 billion, Hochtief is the leading candidate for promotion.
$LHA (+1,95 %) Lufthansa
- The founding member from 1988, which was relegated to the MDAX in 2020 during coronavirus, is aiming to climb back up again. With a free float market capitalization of €8.1 billion, Lufthansa is even just ahead of Hochtief, but the Iran conflict makes its ascent uncertain.
June 2026:
Possible relegation candidates
According to Deutsche Bank analysts, these two stocks are the main candidates for relegation:
Zalando - Share price decline makes the online fashion retailer a clear candidate for relegation
Porsche Automobilholding (SE) - Considered to be the main candidate for relegation; if Porsche SE leaves the DAX, it could remain in the MDAX permanently, as the company does not currently meet the EBITDA requirement (positive EBITDA in the last two financial years)
Special case:
BMW weighting increases
Irrespective of ascents and descents, BMW will gain significantly in weight in the DAX: The BMW Annual General Meeting approved the conversion of all preference shares into ordinary shares, which should increase the free float share by almost 20%.
BMW's index weighting could rise from 1.2% to around 1.5% - approximately € 70 million will flow into BMW shares from ETFs alone as a result.
Note: The final decision will be made on June 4, 2026.
Until then, market conditions may still change - the race between Hochtief and Lufthansa in particular is considered to be very close.
Last week, I decided to reduce the size of some positions in my portfolio in order to invest more in the current AI boom.
This involved 35 $BRK.B (-1,08 %) and 350 $SHEL (-0,88 %) shares were sold from my portfolio.
The following additions were made:
I didn’t quite time the entries perfectly in some cases, but let’s see what happens over the next few months and in 2027/2028. I’m curious to see how it goes.
In addition, the following stocks are on my shortlist for future purchases:
Have a nice evening, everyone!
After I was stopped out yesterday with my fresh speculation. $LPK (-12,62 %) was stopped out yesterday with a small loss, I went back in a little later and bought 20 shares directly at 18.65.
And then also $INTT (+6,06 %) found its way into my Challenge Depot.
A new purchase took place yesterday as announced. This time I opted for a German high-flyer. $LPK (-12,62 %) has found its way into my challenge portfolio. Yes, they have also performed very well, but have corrected 30% from the high and in my opinion are well hedged at €19. I'm betting that if momentum picks up again, we'll make the leap over €30 at the 3rd attempt.
And 50% cash is poison for such a challenge anyway and only something for warmists! 😉😂
I have sold $LPK (-12,62 %) with a small profit, i still think it's a good company but maybe better hold it in 2027/2028, also i said to buy $MRVL (-2,7 %) in that post but I personally didn't even buy missed out on that, i posted that 4 weeks ago so i missed out on 82% ROI.
I now invested in $ALAB (-4,38 %) will hold it long term instead of $LPK.
After reading on X alot and searching I think if these stocks are bought you will make generational wealth:
$MRVL (-2,7 %) that got a 2b investment from $NVDA (-2,56 %) in which Nvidia is essentially betting that the future of AI will require far more than just powerful GPUs, it will require massive high-speed infrastructure connecting thousands of chips together efficiently.
By investing in Marvell Technology, NVIDIA is betting that AI data centers will increasingly depend on advanced networking, optical interconnects, custom AI silicon, and cloud infrastructure hardware, all areas where Marvell is strong.
The idea is that as AI models become larger and inference demand explodes, the biggest bottleneck shifts from raw compute to moving enormous amounts of data between GPUs, memory, and servers with minimal latency and power usage.
NVIDIA already dominates compute, and Marvell helps strengthen the surrounding AI infrastructure ecosystem that enables hyperscale AI clusters to scale.
$GLW (+6,88 %) also got an investment from $NVDA (-2,56 %)
NVIDIA invested in Corning because AI infrastructure is becoming heavily dependent on high-bandwidth optical communication and advanced materials.
As AI clusters scale to tens or hundreds of thousands of GPUs, traditional copper connections become less efficient due to power, heat, and distance limitations, pushing the industry toward fiber optics and optical networking inside data centers.
Corning is one of the world’s key suppliers of optical fiber, specialty glass, and connectivity solutions used in hyperscale data centers.
NVIDIA is effectively betting that future AI factories will require enormous amounts of optical interconnect infrastructure to move data between GPUs, racks, and servers fast enough to support large-scale training and inference workloads.
The investment also reflects a broader strategy of securing and strengthening critical supply-chain partners around the AI ecosystem, especially in areas likely to become bottlenecks as global AI demand accelerates.
The above two $GLW (+6,88 %) and $MRVL (-2,7 %) are more or less secure investment, there is also another ticker $LPK (-12,62 %) this is a german company, the industry is searching for alternatives to traditional organic substrates, and glass substrates are increasingly viewed as a long-term solution due to better flatness, thermal stability, and signal performance for advanced AI packaging. $LPK (-12,62 %) develops specialized laser processing systems that can enable the precise drilling and structuring required for manufacturing these glass substrates at scale. If companies like Intel, Samsung Electronics, or packaging suppliers accelerate adoption of glass substrates later this decade, $LPK (-12,62 %) could benefit as a critical equipment provider rather than competing directly as a chip manufacturer.
I had personally invested in $LPK (-12,62 %) which is the riskiest trade out of the three above
Germany has a nice opportunity to go back and be the king of manufacturing but this time, it can be in AI instead of being in the auto industry. There are companies like $LPK (-12,62 %)
$P4O (+4,44 %)
$ELG (-0,84 %) and so on, honestly it's an insane opportunity here, if politicians/people see it. All of these companies can become the next $ASML (-0,25 %) of Europe.
Thing is Germany is very good in manufacturing and we are not short of skilled people here, so the opportunity is there just needs a push and support.
$LPK (-12,62 %) and $GLW (+6,88 %) doing really well today, wish i had more money to invest, i haven't invested in $GLW (+6,88 %) still holding $HIMS (-1,1 %) if it goes up after earnings hopefully will get rid of it at that point
After reading on X alot and searching I think if these stocks are bought you will make generational wealth:
$MRVL (-2,7 %) that got a 2b investment from $NVDA (-2,56 %) in which Nvidia is essentially betting that the future of AI will require far more than just powerful GPUs, it will require massive high-speed infrastructure connecting thousands of chips together efficiently.
By investing in Marvell Technology, NVIDIA is betting that AI data centers will increasingly depend on advanced networking, optical interconnects, custom AI silicon, and cloud infrastructure hardware, all areas where Marvell is strong.
The idea is that as AI models become larger and inference demand explodes, the biggest bottleneck shifts from raw compute to moving enormous amounts of data between GPUs, memory, and servers with minimal latency and power usage.
NVIDIA already dominates compute, and Marvell helps strengthen the surrounding AI infrastructure ecosystem that enables hyperscale AI clusters to scale.
$GLW (+6,88 %) also got an investment from $NVDA (-2,56 %)
NVIDIA invested in Corning because AI infrastructure is becoming heavily dependent on high-bandwidth optical communication and advanced materials.
As AI clusters scale to tens or hundreds of thousands of GPUs, traditional copper connections become less efficient due to power, heat, and distance limitations, pushing the industry toward fiber optics and optical networking inside data centers.
Corning is one of the world’s key suppliers of optical fiber, specialty glass, and connectivity solutions used in hyperscale data centers.
NVIDIA is effectively betting that future AI factories will require enormous amounts of optical interconnect infrastructure to move data between GPUs, racks, and servers fast enough to support large-scale training and inference workloads.
The investment also reflects a broader strategy of securing and strengthening critical supply-chain partners around the AI ecosystem, especially in areas likely to become bottlenecks as global AI demand accelerates.
The above two $GLW (+6,88 %) and $MRVL (-2,7 %) are more or less secure investment, there is also another ticker $LPK (-12,62 %) this is a german company, the industry is searching for alternatives to traditional organic substrates, and glass substrates are increasingly viewed as a long-term solution due to better flatness, thermal stability, and signal performance for advanced AI packaging. $LPK (-12,62 %) develops specialized laser processing systems that can enable the precise drilling and structuring required for manufacturing these glass substrates at scale. If companies like Intel, Samsung Electronics, or packaging suppliers accelerate adoption of glass substrates later this decade, $LPK (-12,62 %) could benefit as a critical equipment provider rather than competing directly as a chip manufacturer.
I had personally invested in $LPK (-12,62 %) which is the riskiest trade out of the three above
After reading on X alot and searching I think if these stocks are bought you will make generational wealth:
$MRVL (-2,7 %) that got a 2b investment from $NVDA (-2,56 %) in which Nvidia is essentially betting that the future of AI will require far more than just powerful GPUs, it will require massive high-speed infrastructure connecting thousands of chips together efficiently.
By investing in Marvell Technology, NVIDIA is betting that AI data centers will increasingly depend on advanced networking, optical interconnects, custom AI silicon, and cloud infrastructure hardware, all areas where Marvell is strong.
The idea is that as AI models become larger and inference demand explodes, the biggest bottleneck shifts from raw compute to moving enormous amounts of data between GPUs, memory, and servers with minimal latency and power usage.
NVIDIA already dominates compute, and Marvell helps strengthen the surrounding AI infrastructure ecosystem that enables hyperscale AI clusters to scale.
$GLW (+6,88 %) also got an investment from $NVDA (-2,56 %)
NVIDIA invested in Corning because AI infrastructure is becoming heavily dependent on high-bandwidth optical communication and advanced materials.
As AI clusters scale to tens or hundreds of thousands of GPUs, traditional copper connections become less efficient due to power, heat, and distance limitations, pushing the industry toward fiber optics and optical networking inside data centers.
Corning is one of the world’s key suppliers of optical fiber, specialty glass, and connectivity solutions used in hyperscale data centers.
NVIDIA is effectively betting that future AI factories will require enormous amounts of optical interconnect infrastructure to move data between GPUs, racks, and servers fast enough to support large-scale training and inference workloads.
The investment also reflects a broader strategy of securing and strengthening critical supply-chain partners around the AI ecosystem, especially in areas likely to become bottlenecks as global AI demand accelerates.
The above two $GLW (+6,88 %) and $MRVL (-2,7 %) are more or less secure investment, there is also another ticker $LPK (-12,62 %) this is a german company, the industry is searching for alternatives to traditional organic substrates, and glass substrates are increasingly viewed as a long-term solution due to better flatness, thermal stability, and signal performance for advanced AI packaging. $LPK (-12,62 %) develops specialized laser processing systems that can enable the precise drilling and structuring required for manufacturing these glass substrates at scale. If companies like Intel, Samsung Electronics, or packaging suppliers accelerate adoption of glass substrates later this decade, $LPK (-12,62 %) could benefit as a critical equipment provider rather than competing directly as a chip manufacturer.
I had personally invested in $LPK (-12,62 %) which is the riskiest trade out of the three above
I recently saw this company on X and it has since went up some much, it might be a bit overvalued now but if glass substrate is adopted by next year and they start getting alot of orders then this can go up by alot. $LPK (-12,62 %)
https://seekingalpha.com/article/4901910-lpkf-cautious-buy-on-glass-substrate-opportunity
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