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636In my free time, I am learning about AI and I made dedicated YT channel Smart News AI https://www.youtube.com/watch?v=BY2uJmaPSi0 to publish recent AI news and help people learn about changes in short, clean and informative way.
In first episode, I cover last week AI News from tech giants like $GOOG (+1,23 %)
$META (+1,08 %) and $AAPL (+1,09 %)
Thanks for reading
Good morning my dears,
This is not meant to be an advertisement, because I am not paid by anyone and I do everything here on a voluntary basis because the community is important to me.
I want to discuss things with you again and your opinion is always very important to me.
So far, these new glasses have been more of a flop. Appel has partially stopped production and things haven't gone so well at Meta either. And Mark's dream of the Metaverse remained a dream.
It was said that "the glasses are clunky, heavy and too expensive"
But Qualcomm, among others $QCOM (+1,44 %) and $EL (+0,7 %) Luxottica made it possible to eliminate this problem.
The i Phone wasn't an instant hit either.
Based on the latest developments in price, weight and size, how do you see the chances of a breakthrough?
Is there perhaps even a huge market developing here?
And which companies should be able to benefit?
I look forward to your opinions and points of view in the comments.
Thank you, my dears 😘👓🕶️😎🤓🥸
The Viture Pro XR glasses are currently available from Amazon with an 18% discount. Instead of 549.00 euros, the device costs just 448.99 euros. Over 300 sales in the last few weeks and first place in the "3D glasses" category indicate a high level of interest. The deal is limited in time.
The term XR stands for "Extended Reality". This includes AR (augmented reality), VR (virtual reality) and everything in between. With XR glasses, digital content is superimposed directly into the field of vision without you being completely immersed in the real world. This creates a mixture of digital and real life.
Compared to classic VR glasses, which send you completely into virtual worlds, XR glasses such as the Viture Pro allow you to see your surroundings - and add screens or information to them. Smart glasses are also part of augmented reality, but usually only show simple content such as notifications or text. The Viture Pro goes much further: a large display, powerful sound, 3D and even a bit of a movie theater feeling.
The Viture Pro XR glasses are currently available from Amazon with an 18% discount - instead of €549.00, they cost just €448.99. According to Amazon, the device has been ordered over 300 times in the last few weeks. The offer only runs for a short time and can end at any time.
Bestseller no. 1: Are the Viture Pro XR glasses worth it?
The Viture Pro XR glasses are like a portable movie and work screen for your nose. The integrated micro-OLED display projects a virtual image of up to 135 inches, a refresh rate of 120 Hz and a brightness of over 1000 nits - enough to be able to see anything outside. Thanks to the electrochromic film, ambient light can be almost completely blocked out, which significantly improves the viewing experience.
The glasses are connected via USB-C. Many devices are supported - such as iPhone 15 and 16, Android smartphones, MacBooks, PCs, Steam Deck or the Nintendo Switch. With the SpaceWalker app, you can even use multiple virtual screens, play 3D videos or prepare presentations. So if you want, you can work just as well as watch Netflix or play games.
The glasses weigh just 77 grams, come with an aluminum housing and titanium hinges that look robust. Harman is on board for the sound - this ensures surround sound without the surroundings being able to hear. Content is not visible from the outside, which allows for privacy on the train or in a café.
In a nutshell:
Virtual 135-inch Full HD display with 120 Hz and up to 4000 nits peak brightness
Compatible with iPhone 15/16, Android, Mac, PC, Steam Deck, Switch
Electrochromic film blocks almost 100% of ambient light
SpaceWalker app for multi-screen, 3D and productivity tools
Integrated Harman sound, 77 gram weight, full metal housing
The Viture Pro XR glasses are supplied with: the glasses, a USB-C cable, a carrying case and, depending on the version, adapters. They are controlled via small buttons on the temples. If you like to watch series, play games or work on the move, this is a pretty flexible gadget - which is currently also available at a significantly lower price.
Meta presents smart glasses with sporting ambitions. $META (+1,08 %)
More battery life and a new camera: Meta has presented new smart glasses in cooperation with the eyewear brand Oakley. They are not a revolution. But they show the company's aspirations.
The Facebook parent company Meta is preparing to expand its position as the market leader in smart glasses and is extending its collaboration with the eyewear group EssilorLuxottica. The companies have been jointly marketing smart glasses in the Ray-Ban design and brand since 2021. In a blog post on Friday, Meta claims to have sold "millions" of pairs of glasses to date. They now apparently want to build on this success with a new model from the Oakley brand.
(further details can be found under the link)
$QCOM (+1,44 %)
$META (+1,08 %)
Qualcomm has presented the AR1+ Gen 1 chip, which is designed to enable AI features to be executed more efficiently and locally on smart glasses.
With the Snapdragon AR1+ Gen 1, Qualcomm presents a new chip for AI glasses that is designed to improve image quality, energy efficiency and local language model processing. Initial demonstrations were run on prototype glasses with Meta software.
AI functions directly on the glasses
Qualcomm presented the next expansion stage of its AR1 platform at Augmented World Expo 2025. The new Snapdragon AR1+ Gen 1 was specially developed for smart glasses with an integrated display and, according to the manufacturer, is more compact and economical than its predecessor.
The key feature is the integrated Neural Processing Unit (NPU), which can run small language models directly on the device - without a connection to a smartphone or server. Qualcomm demonstrated this with a prototype pair of glasses running Meta's Llama-3.2-1B language model, which is suitable for simple AI assistance, visual recognition and local translations.
The chip therefore supports precisely those AI functions that Meta introduced in the Ray-Ban smart glasses in Germany in April. Meta is still relying on the AR1 Gen 1 chip for the current generation of devices. According to media reports, however, the company is planning a new, higher-quality pair of glasses with a monocular HUD for the end of 2025, which is being developed under the codename "Hypernova" and could use the AR1+ Gen 1 for the first time. Whether and when Meta or other manufacturers will install the chip in series products remains open for the time being - Qualcomm did not name any specific partners at the presentation.
Improved energy efficiency, camera and audio technology
The AR1+ Gen 1 supports both single-sided and double-sided displays with a resolution of up to 1,280 × 1,280 pixels per eye at 60 Hz. According to Qualcomm, the field of vision is of course limited, but 3DoF (three degrees of freedom) and depth perception should make the display more comfortable. The image output is suitable for notifications, navigation and simple AI interactions.
Integrated Wi-Fi 7 and Bluetooth 5.3/5.2 enable wireless communication with playback devices such as smartphones to stream or share content from the glasses. According to Qualcomm, the AR1+ Gen 1 is 7 percent more energy efficient and 26 percent smaller than its predecessor. Active power management is intended to reduce heat development and power consumption, which should suit compact smart glasses with little space for large batteries and ventilation systems.
The AR1+ Gen 1 is also designed to improve photos and videos. The image processing units have been optimized for 12-megapixel photos and 6-megapixel videos, as have the image stabilization and light sensitivity. HDR is also supported. On the audio side, the chip should be able to control up to eight microphones and ensure clearer voice recordings with integrated noise suppression.
(joe)
Hello dear investors
I am the yield puppy 😉 and I would like to introduce you to my Chaos portfolio.
Briefly about me:
I'm turning 19 this year and started taking over my childhood portfolio, which was managed by my father, when I was 15.
At the time, the account consisted of around €8,000 in ETFs and an additional €15,000 in cash, saved for my studies, which I didn't dare touch at the time.
So 2021 is my financial birth year, at least in terms of building up knowledge, which is also a very important asset. In the beginning, I only watched videos from Finanzfluss and later also read the Handelsblatt, which my father loves to read.
Since then, I have invested all the money that was available to me - as pocket money or from various jobs - initially only "safely" in the MSCI World.
Over time, I decided that I enjoyed being more active in the market and I started to look more closely at economic news in order to identify good opportunities.
I then traded thematic ETFs, which in hindsight was profitable overall, but a poor bet compared to the MSCI as a benchmark.
The AI ETF was the only one in profit and outperformed the MSCI. Green Energy and Space flopped massively.
All in all, a meagre result, but I learned at the time that experiments from which I can draw experience like this are a thousand times more valuable than just the financial increase in value.
So the journey continued, but now with the motivation to actively learn and make mistakes.
The next step was shares. After some research, I decided to invest in$META (+1,08 %) and $GOOGL (+1,31 %) decided to invest. The motives for this should be well known. I have held $META ever since, as my entry was pretty good.
$GOOGL (+1,31 %) In the meantime, I have already sold and bought it again.
But my search for good stocks continued and during my research I came across Getquin, where I have not only been tracking my portfolio ever since, but have also been a silent reader and have benefited from a great deal of expertise.
With a broad spectrum of information options and many opinions, the portfolio has now exploded with individual stocks. I know that this is very unpopular here on Getquin, and I also know myself that it is better to have fewer shares and, above all, a strategy.
However, I am still interested in trying things out. I'm years away from being even a good investor, but I'm improving and learning every day.
My most important lesson so far has come from using leverage. I initially tried it out with crypto via Bitget, because my circle of friends was into crypto leverage hype and some had a lot of luck. Here, too, I just wanted to try out what works and, above all, how.
Of course, I did my research beforehand and knew about the risks. However, I think you learn best from your own experience, so I deposited €30 and just got started.
After a few very questionable YouTube videos and a little time, I had traded my capital up to just under $300. In hindsight, there's no question: more luck than sense and the advantage that the courses didn't know any losses.
However, when the money increased tenfold, my emotions took over and today I have a balance of around $2 on Bitget.
This is an example of how mistakes can make you better in the long run because I am now more careful to let my emotions out and only invest in crypto 1:1.
My journey to this point has enriched my knowledge more than anything else. Even if my Chaos portfolio is still far from perfect, the rule here is: puppy protection 😂
I just wanted to share my story because I am very grateful for the many informative posts and exciting stories I have read here. Especially valuable comments - the more critical, the better - enrich Getquin considerably in my opinion.
It really is a great community. Many thanks ❤️
Greetings from 🐶
Liberation Day on April 2, 2025 was just two months ago, but it feels more like two years ago on the stock markets.
The markets have become accustomed to Trump's mood swings and the old adage is proving true once again: political stock markets have short legs
Monthly view:
My portfolio saw a massive rise in May and May 2025 is the second best month in the last 5 years with +8.1%. Only November 2021 was marginally better at +8.5%.
This corresponds to price gains of ~20.000€.
The MSCI World (benchmark) was +3.6% and the S&P 500 +6.1%.
Winners & losers:
A look at the winners and losers shows a completely different picture in May than in the last 2 months - Suddenly everything is green again.
On the winners is mainly made up of the stocks that have fallen in recent months: US tech
In 1st place is NVIDIA $NVDA (+1,05 %) with price gains of almost €5,000. This is followed in 2nd & 3rd place by Microsoft $MSFT (+0,73 %)
and Meta $META (+1,08 %) with price gains of just under €2,000 each. 4th place goes to Ethereum
$ETH (+2,42 %) with ~€1,400 price gains, finally making up some ground on Bitcoin $BTC (+1,14 %) . In 5th place is another tech stock with TSMC $TSM (+1,76 %) and +1,300€.
On the losers' side looked very relaxed in May. The biggest loser was Apple $AAPL (+1,09 %) with just under €300 in share price losses. In 4th place was Allianz $ALV (+1,78 %) with -120€, although this also corresponds to the dividend discount after the payout. So it's really significant when the dividend discount leads to a share ending up on the flop list of the month.
The performance-neutral movements in April were ~€500 - these are still lower at the moment due to the house building issue.
current year:
In the YTD my portfolio was still at -12,4% clearly in the red. Thanks to the strong May, it is now only -4.3%, although the MSCI World is still slightly better off at -3.3%.
In total, my portfolio currently stands at ~273.000€. This corresponds to an absolute decline of ~€12,000 in the current year 2025. -14.000€ of this comes from exchange rate losses, slightly offset by ~1.700€ from dividends / interest and ~3.200€ from additional investments.
Dividend:
Buying & selling:
Adjustment of savings plans for the second half of the year:
After a long time, there will be adjustments to my savings plans for the second half of the year. With Starbucks $SBUX (-0,98 %) Apple $AAPL (+1,09 %) and Hershey $HSY (+0,66 %)
three shares will be removed from the savings plans. Starbucks and Apple will remain in the portfolio, Hershey is still open.
I will be adding Allianz $ALV (+1,78 %)
which I have held in my portfolio for many years and bought individually in 2020.
In addition, the London Stock Exchange $LSEG (-0,78 %) and Iberdrola $IBE (-0,52 %)
will be added to the portfolio.
I go into these adjustments in detail in the YouTube video (see next section).
YouTube:
My portfolio update for May can be seen there again in the usual form.
Unfortunately, things are a little quieter there and here on getquin at the moment.
There are some private and professional issues at the moment that are taking up a lot of time.
Video: https://youtu.be/Pe59Z287-Zs
Goal 2025
I haven't really set myself any goals for 2025 due to the topic of building a house. A fixed savings rate is difficult to implement due to the issue (unforeseen costs and the like).
A dividend target will also be very difficult due to the high volatility of the US dollar.
That's why I'm focusing on other topics this year, especially building a house and possibly one or two successes in terms of YouTube.
How did May look in your portfolio?
+ 1
When I‘m screening markets for my investable universe I look for high-quality compounders with:
In detail I’m screening for:
Here are my current holdings:
📊 Stock markets: DAX soaring 🚀
The DAX #dax started today with a strong tailwind! 🎉
Reason for the good mood? 😎 US President Donald Trump has postponed the threatened 50% tariffs on EU exports by one month. This has brought relief to the markets.
🇺🇸 USA: Stock markets are robust 💪
Optimism also prevails on Wall Street:
The markets do not appear to be impressed by the latest tariff threats. 📈
📈 Economy: light and shade 🌤️
The German economy is showing mixed signals:
The export sector, in particular pharmaceutical products and automotive parts to the USA, should be highlighted as a positive factor. 🚗💊
🏢 Companies: German companies on the upswing 🌟
According to PwC, German companies have made gains in the global ranking:
A strong signal for the competitiveness of German companies! 💪
🔧 Industry: Hannover Messe with a focus on AI 🤖
Hannover Messe 2025 took place from March 31 to April 4 and set new standards:
An exciting look at the future of industry! 🌐
⚠️ Data protection: Last chance to object 🛡️
Meta $META (+1,08 %) (Facebook, Instagram) plans to use user data for AI training - without explicit consent. 😬
If you want to protect your data, you should take action today!
🎯 Conclusion: A day full of dynamism and opportunities 🌈
Today is a day that shows how closely politics, business and technology are interlinked. It remains exciting to see how developments will continue in the coming weeks.
Today I‘m sharing with you my main portfolio. This doesn’t include any ETF investments and crypto currencies / gold etc. since I want to focus my presence on getquin on stock-picking.
Read my 3-part portfolio strategy posts to get the full picture - here are just the main pillars of what I‘m doing:
I like to divide my holdings into „core holdings“ (forever stocks) and „trend picks“ (2030 stocks) as follows:
Core Holdings (“Forever Stocks”):
Growth Picks (“2030 Stocks”):
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