If the USA bans exports, as with $NVDA (+0,96%) then the product is simply too cool ~>strong buy you like to lever the dip

If crime is on the rise, then you also like to have a solution like $PLTR (+0,06%) - has anyone ever looked at the correlation? strong buy

If you believe in the future of btc - and I do - but have missed the boat, the logical decision is $MSTR (+1,06%)

ubd ultimately $TSLA (-0,03%) Tesla- yes guys Elon has a plan that is starting to come out more clearly - disruption - on total line - while Tesla has sold the most vehicles for four years just to collect data, Bobs are following suit - and building eautos 😂 in 5-10 years no one will want to own a car - Tesla has the safest autonomous driver and is uncatchable on data.

that would be my savings plan if I were 16 again

ah yes, and then there's $XRP (+1,86%) Xrp - highly speculative - but still the biggest position in my portfolio - why? Because a better solution to Swift has been needed for a long time - and it doesn't have to be communist.

peace ✌️ and happy earnings!

Subscribe to the podcast so that Jerome can start the money printer.

00:00:00 Tesla

00:33:30 Alphabet

01:09:00 Jerome's money printer

01:12:00 Blackstone

01:32:00 Service Now

01:49:50 Intel

Spotify

https://open.spotify.com/episode/04SQs9epnHicj8HNlyPJrI

YouTube

https://www.youtube.com/watch?v=gAykuGJTRyU

Apple Podcast

https://podcasts.apple.com/de/podcast/104-tesla-alphabet-blackstone-intel-servicenow/id1695869891?i=1000719556712

$TSLA (-0,03%)
$INTC (-0,01%)
$NOW (-0,14%)
$GOOG (+0,01%)
$GOOGL (+0,1%)
$BX (+0,25%)
$ (+1,15%)AMD (+1,15%)

small milestone. Perhaps just a brief snapshot but a good feeling nonetheless 🍺

What would you change about my portfolio?

My next step is $TSLA (-0,03%) to minimize the portfolio at a good opportunity and $EIMI (-0,22%) and increase the

As every Sunday, the most important news from the past week, as well as the dates for the coming week.

Also as a video:

https://youtube.com/shorts/0tUN6ye-YUY?si=c9xE8lmAx32qFu5B

Wednesday:

Japan and the USA reach an agreement and have a trade deal. Tariffs are to fall to 15%, but Japan will probably have to invest half a trillion USD in the USA. The markets react with relief.

https://www.handelsblatt.com/politik/international/usa-trump-verkuendet-deal-mit-japan-premier-ishiba-will-wohl-zuruecktreten/100143522.html

Thursday:

The ECB halts interest rate cuts at 2.0% and takes a break. The main reason was probably the tariff dispute with the USA, which could soon result in higher tariffs coming into force. Ultimately, this move by the ECB was expected.

https://www.spiegel.de/wirtschaft/europaeische-zentralbank-ezb-stoppt-zinssenkungen-leitzins-bleibt-bei-2-0-prozent-a-e37ff008-f693-4678-9611-10372f637399

There was positive news with regard to the Purchasing Managers' Index, which exceeded expectations. The Purchasing Managers' Index rose to 51 points, indicating growth in the second half of the year.

https://www.handelsblatt.com/politik/konjunktur/umfrage-einkaufsmanagerindex-deutet-auf-staerkere-konjunktur-hin/100143827.html

Friday:

Similar to $TSLA (-0,03%) Tesla, profits also collapse at $VOW3 (+0,11%) Volkswagen's profit collapses in the 1st half of the year. After-tax profit fell by 38% to 4.47 billion euros. Three factors in particular depressed profits: 1. customs duties 2. CO2 provisions 3. higher proportion of electric car sales. However, the number of vehicles sold increased and the books are well filled.

https://www.handelsblatt.com/unternehmen/industrie/volkswagen-gewinn-faellt-auf-tiefsten-stand-seit-corona-prognose-gesenkt/100143366.html

These are the most important dates for the coming week:

Wednesday: 08:00 GDP figures (DE)

Thursday: 20:00 Interest rate decision (Fed)

Friday: 05:00 Interest rate decision (BoJ)

Can you think of any other dates? Write it in the comments

#fed
#leitzins
#boj
#japan

$TSLA (-0,03%)

Some of you know me on this platform as a Tesla Bull (3 years now). But it's important to remain objective and not embellish everything this company reveals.

Unlike many other investors in Tesla, I still attach importance to the core car business and the figures in this area were really bad. Also, the forecast that over the next four quarters the numbers will continue to be bad is even scarier to me. I have no understanding of why there can be so little talk about the poor production numbers of the Cyber Truck and Model S & X. However, I do see a reason why their core business, i.e. the production of the Model 3 & Y, is stagnating. This reason would be the high interest rates, because Americans only rush into car loans on a massive scale when interest rates are low and a higher production figure could mean that supply massively exceeds demand, which is likely to rise again in periods of low interest rates. I don't really care about Tesla's profitability as they are investing heavily in innovation in all areas and I am very much in favor of that. Tesla's average production costs continue to fall, so I am anything but worried. It is also important to look not only at Tesla, but also at the numbers of the competition over the same period to see if there are macroeconomic reasons for the performance in the last few quarters, such as the key interest rate mentioned earlier.

Tesla will soon be launching a new, more affordable model that will allow them to reach a different price bracket, namely that of households that would currently like to buy a Tesla but don't have the money to do so. In my opinion, this buying interest is independent of the current interest rate, as some of these households can most likely afford a car for $25,000, but not for $50,000, no matter what the interest rate is. I have never been an investor who has sold my entire position because of short-term prospects. I continue to see the potential for Tesla to double its market value in 3-5 years by pursuing its current goals. By the end of the year, for example, we will see Robotaxis in almost a dozen cities with a population of 50% of the US.

If that goal is narrowly missed, I'm fine with it as long as it wasn't a technical obstacle that kept Tesla from reaching that goal. We'll probably all be waiting for Optimus until we have gray hair, but the robotaxi business is happening now and Tesla is generating revenue. So now it's all about scaling and improving the technology to the point where it can scale faster and faster.

I am still invested in Tesla with around 50% of my portfolio. That's a very high weighting, which I've been aware of since I built it up. My mentality that Tesla has a lot of potential to achieve a large market capitalization with some of its business models in the future, especially since I am still young, has given me the support to maintain this position for years. My love for this brand is great. If I had the money, I would only drive a Tesla for a considerable time. The M4 on your lock screen on my phone is an Ultra Red Model 3 Performance and I'm proud of it. I've already test driven the car and love it. Especially since the Tesla salesman offered it to me even though he knew I wouldn't be able to buy it afterwards, no matter how great I think it is. I've talked a lot with Tesla employees, sat in Tesla vehicles and driven them temporarily. I can say that I want to continue to support this brand and I will be even more excited if this brand actually gets back on a path where exponential growth in an innovative field is the case in the here and now. I see this happening in the near future in the Robotaxi sector.

Figures were good, Robotaxi up and running, low-cost model coming. Buy the Dip

$TSLA (-0,03%) Tesla's Q2 2025 results mark an important turning point in the company's evolution. Despite a 12% decline in revenue and a 42% decrease in operating profit from last year, Tesla continues to invest heavily in AI, robotics and energy storage. The launch of the Robot Taxi service in Austin and the first autonomous vehicle delivery show that Tesla continues to build on its technological lead. With 67,000 H100-equivalent GPUs in use for AI training and the expansion of Megapack production in Shanghai, Tesla is positioning itself as a crucial player in the future of autonomous mobility and renewable energy. The introduction of an affordable model and the planned production of the Cybercab in 2026 underscore the ambition to combine scalability and accessibility with technological innovation.

Sure! Here is a brief summary of expectations versus actual outcomes for Tesla in Q2 2025:

📊 Expectation vs. Outcome - Q2 2025

Conclusion: Tesla missed on revenue and profit, but delivered slightly more vehicles than expected. Focus is now on AI, Robot Taxi and energy storage for future growth.

• Revenue: Expected ~$23-25 billion → Outcome: $22.5 billion ❌
• Earnings per share (non-GAAP).: Expected ~$0.43-$0.59 → Outcome: $0,40 ❌
• Vehicle deliveries: Expected ~$376,000-385,000 → Outcome: 384.122 ✅
• Free cash flow: Expected increase → Outcome: $146 million (-89% YoY) ❌.