$MNDY (+2,88%)
$PGY
$APO (+5,18%)
$ON (+4,17%)
$AMKR (+11,5%)
$MEDP (-0,26%)
$UPWK (+5,71%)
$ACGL (-1,37%)
$ACM (+2,09%)
$KO (-0,24%)
$SPOT (+2,22%)
$CVS (+3,39%)
$DDOG (+5,73%)
$FI (+2,57%)
$SPGI (-3,35%)
$RACE (-0,63%)
$AZN (+2,73%)
$MAR (+1,39%)
$OSCR (+2,56%)
$HOOD (+14,04%)
$ALAB (+18,6%)
$F (+0,25%)
$LYFT (+4,1%)
$UPST (+12,03%)
$NET (+6,25%)
$GILD (+0,95%)
$EW (+0,5%)
$SHOP (+3%)
$VRT (+9,71%)
$HUM (+0,18%)
$KHC (+0,14%)
$MCD (+0,81%)
$9ZX1
$TMUS (-2,9%)
$APP (+9,73%)
$CSCO (+2,56%)
$ALB (+4,88%)
$HUBS (+5,09%)
$TYL (+1,18%)
$NBIS (+25,32%)
$BN (+1,46%)
$CROX (+1,72%)
$ZTS (+0,32%)
$BIRK (+2,75%)
$COIN (+12,69%)
$ANET (+6,33%)
$RIVN (+8,84%)
$TOST (+2,2%)
$AMAT (+5,7%)
$DKNG (+4,06%)
$WEN (-0,59%)
$CCO (+3,91%)
$ENB (-0,66%)
Nebius Group NV
Price
Discussione su NBIS
Messaggi
131Will the sell-off continue next week?

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What do markets have against stocks from Israel? Both $ETOR (+8,53%) and $VLN (+0,27%) are close to cash-assets marketcap. And with $NBIS (+25,32%) their portfolio company Clickhouse is almost worth more than their main company at this point. Geopolitical risks factored into premiums, none of the valuations make sense. The market is assigning close to 0 value to their actual business even through they’re all growing with $ETOR (+8,53%) in specific (70%+ AUM growth) producing considerable FCF. Im genuinely surprised, l wonder if it’s a potential trade arbitraging sum of parts to balance sheets. Or would the selloff continue? There’s a huge disconnect.
As already mentioned, I went to sleep last night without adjusting my savings plans for today 🤷🏼♀️
As you know, Trade Republic only does this every two weeks...
Therefore, the capital was freely available to me, and in addition to Bitcoin, Nebius was further increased
Savings plans with Scalable were executed regularly:
This is not investment advice 😉
My Trade Republic Depot 🤓
I am thinking of parting with $ASTS (+8,54%) and further increase Amazon and Nebius.
If anyone has any objections to this transaction, please speak now. 🤓
..................................................................................................
Meta could also be a good buy at the moment🤓 But due to the anchor effect, I'm only allowed to pick it up again below €565 🤪
+ 3
Top-Up
Went shopping yesterday $ONDS (+23,2%)
$KTOS (+10,93%)
$LPTH (+16,67%)
$NBIS (+25,32%)
Looking To expand even more my $ONDS (+23,2%) position bellow $10 if we go there
...further and further watered down 💦
Cost price successfully diluted 🥺
$NBIS (+25,32%) 👩🏻🚀
Savings plans: 👇
Let's see if I'll even go ahead with the next savings plan. 20 shares would be quite nice, but the equity should stay below €70.
Trump’s Stock Market
Yes, yesterday I decided to cash out before the market slight correction. But after today’s dip, I just had a gut feeling that the market was over reacting a bit. 1 hour before Trump’s announcement I pulled the trigger.
Added to positions I feel confident in holding even if we dip further. Thanks Mr. 🍊
$NFLX (+1,35%)
$ONDS (+23,2%)
$IREN (+20,2%)
$RKLB (+13,89%)
$LPTH (+16,67%)
$NBIS (+25,32%)
$KTOS (+10,93%)
$ASTS (+8,54%)
Reallocation
Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (+25,32%) / $AVGO (+6,7%) / $MPWR (+6,01%) / $AMD (+10,84%)) and OS selling ($RKLB (+13,89%) / $AMD (+10,84%)), the portfolio will be rebalanced and restructured. $RKLB (+13,89%) , $LMND (+8,3%) , $GOOG (-1,61%) and $9988 (+2,14%) but I'm not touching them (yet) 😀
Unfortunately, the entry prices for GQ have been completely messed up due to the recent transfer from TR to SC.
- After almost a year of watching, I dare to re-enter at $GRAB (+3,45%) - further increase to 500 shares would be considered
- at $HIMS (-6,34%) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (-2,15%) increased to 13 shares
- $WKL (-2,36%) increased to 18 shares
- $AJG (-0,87%) Position filled, 7 shares
- $DXCM (-1,41%) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (+2,56%) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (+7,85%) collected, savings plan continues
- $RSG (+0,26%) , $CCEP (+1,29%) and $DDOG (+5,73%) also continue to run in the savings plan alongside the ETFs $UBU7 (+2,13%) , $WINC (+1,5%) , $SCWX (+1,89%) and $EXH5 (+1,08%)
I am still undecided about the potential increase in $UBER (-1,19%) , $NU (+4,41%) , $ZTS (+0,32%) and $TTD (+3,3%) - and would be happy to hear a few opinions! I feel Nu and Uber are the most likely at the moment - although Waymo is accelerating well.
PART 3 (23k/100k): Current savings plans going into 2026.
As we move into 2026, I am continuing to use Trade Republic for my automated investments. By utilizing their commission-free savings plans, I am able to effectively DCA into my following positions:
- $ADBE (+0,08%) €30,00 a week
- $ELF (+7,39%) €25,00 a week
- $ZETA (+12,13%) €25,00 a week
- $HIMS (-6,34%) €20,00 a week
- $NKE (+1,94%) €20,00 a week
- $VICI (-0,35%) €20,00 a week
- $JD (+2,26%) €15,00 a week
- $PAH3 (-0,06%) €5,00 a week
- $O (-0,45%) €5,00 a week
- $UNH (+5,94%) €5,00 a week
- $CMG (+2,18%) €5,00 a week
- $CRM (+0,38%) €5,00 a week
So far the extra investment in $IREN (+20,2%) and $NBIS (+25,32%) from last week payed off already. ;)
This alone already builds up to around €720,00 EUR on average each month besides my other manual buys and investments.
I try to reweigh each savings-plan based on the share price at that time. Is it low or oversold? I add it to my weekly DCA. Is it high and overbought? I try to shave it down further.
Titoli di tendenza
I migliori creatori della settimana

