Before the moment is over again, I would like to take a moment to celebrate my first small milestone: after almost a year of active trading, I have reached €10,000.

Most of the time I was still a student - with small savings rates, a lot of curiosity and learning by doing (and many mistakes). I've now been working as an engineer for a month and can invest properly for the first time. I'm excited to see where the journey will take me.

I am pursuing a long-term growth strategy, but I also like the charm of dividends as a motivator. With half of the bonuses, I will probably buy individual shares or burn a penny or two by gambling.

I know things aren't going perfectly, but I'm prepared to learn from mistakes and constantly question my strategy.

One small fly in the ointment: my Mercedes shares are currently still blocked.

I look forward to your feedback, experiences and tips - on the subject of crypto, I'm still torn as to whether I've missed the party.

Savings plans: 690€

200€ - $IWDA (+3,27 %)

60€ - $EIMI (+3,62 %)

40€ each - $JEGP (+0,94 %)
$MAIN (+3,94 %)

25€ each - $NOVO B (-2,5 %)
$HTGC (+3,35 %)
$GOOGL (+4,81 %)
$WMT (+3,67 %)
$CRWD (+5,04 %)
$AMZN (+8,83 %)
$MELI (+3,3 %)
$META (+8,08 %)
$NET (+5,76 %)
$ALV (-1,69 %)
$WM (+1,92 %)
$ASML (+5,65 %)
$SAP (+0,8 %)
$PLTR (+5,86 %)

Subscribe to the podcast to help Palantir break a new all-time high.

00:00:00 Palantir

01:00:00 Nebius

01:13:32 AMD & Nvidia

01:50:00 Cloudflare

Spotify

https://open.spotify.com/episode/5Osd7jZQj2cSLXAPMk6wlp?si=LuwqaJviR_6yDAcnrdJ64Q

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https://youtu.be/SeJ46jphgKY

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$PLTR (+5,86 %)
$AMD (+8,18 %)
$INTC (+5,52 %)
$NVDA (+6,43 %)
$NBIS (+15,94 %)
$NET (+5,76 %)
#podcast
#spotify
$SPOT (+4,18 %)

$PLTR (+5,86 %) ..... so crazy this store 🫡

The current market sentiment at $BTC (+0,91 %) makes me personally incredibly bullish. We are just scratching the $100k mark again and nobody seems to care.

With New Hampshire, we have the first US state with a strategic BTC reserve.

A bill also came into force yesterday in Arizona that does not allow direct investment, but transfers confiscated BTC to the state reserve. In many other states, SBR laws are currently going through the official legislative process, which you can follow here:

https://bitcoinlaws.io/reserve-race

$MSTR (+4,27 %) hosted "Strategy World 2025" in Orlando from May 5-8. A conference at which BTC strategies and use cases for companies were presented.

Among others were:

- Visa $V (+2,83 %)

- Dell $DELL

- Salesforce $CRM (+5,2 %)

- Siemens $SIE (+5,35 %)

- Palantir $PLTR (+5,86 %)

- JP Morgan $JPM (+4,11 %)

All of these companies are apparently involved with Bitcoin.

There are more and more strategy imitators. More and more companies are dedicating their entire business model to buying as much BTC as possible.

The funding rate is at bear market levels, which indicates a healthy, sustainable increase. There are no over-leveraged long trades in the market.

There is less and less BTC on the exchanges. The stock on the exchanges has been falling continuously for 5 years. BTC is not only being bought, it is being withdrawn from the exchanges. The supply is therefore falling continuously.

And while all this is going on, interest in Bitcoin is absolutely low, as can be seen from Google Trends.

It's interesting to see the direction in which this is all developing. What do you think?

The AI boom has had a major impact on the stock market landscape in recent months. However, a more differentiated picture emerges in May 2025:

📈 Current share price developments:

• $NVDA (+6,43 %) (Nvidia): Currently at $113.54. Despite impressive AI innovations, the stock is down over 19% year-to-date.
• $SMCI (+7,66 %) (Super Micro Computer): Currently trading at $32.94. Recent quarterly results showed a decline in revenue compared to the previous quarter, raising questions about the sustainability of growth.
• $AMD (+8,18 %) (AMD): Stands at $98.62. The company reported revenues of $7.4 billion in the first quarter of 2025, with the data center business in particular standing out with growth of 57%.
• $PLTR (+5,86 %) (Palantir): Currently at $108.86. Despite strong quarterly numbers, the stock fell over 12% due to concerns about valuation and slowing international growth.
• $INTC (+5,52 %) (Intel): Quoted at $19.94. The company continues to struggle with challenges in the AI space and is trying to make up lost ground against competitors like $NVDA (+6,43 %) and $AMD (+8,18 %) to regain lost ground.

🔍 Conclusion:

The AI hype has undoubtedly caused significant price movements. However, current developments show that investors are increasingly differentiating between sustainable growth and exaggerated expectations.

What do you think? Which of these stocks do you think have long-term potential and which should be treated with caution?

$PLTR (+5,86 %) nnnnnnnnnneeeeeeiiiiiiiiiiiiiiiiiinnnnnnnnnnnnnnnn don't chop 😭😭😭

To be honest, it really hurts to realize the profits but it has become due and now it is time to wait and drink chai until the prices become cheaper again 😊 of course I have not sold my entire position because I see enormous potential in Palantir 😁