First purchase from $WRBY

Had been on the watchlist for some time, but unfortunately hesitated to buy in...

Briefly: While $META (-2,46%) with $EL (+1,15%) gets stuck in demo breakdowns & meta-binding and $AAPL (-1,45%) comes too late, positions itself $WRBY with $GOOG (-1,23%) as a smart underdog through Gemini + Android XR

In my estimation, the monopolists have positioned themselves quite poorly strategically:

• EssilorLuxottica ($EL (+1,15%)) the absolute monopolist in the classic eyewear market, is the first mover in the $META (-2,46%) as the first mover in the XR/AR glasses sector. We all saw Mark Zuckerberg make two really big demo mistakes at Meta Connect 2025: In the live AI (cooking demo), the AI totally hangs, doesn't respond properly and jumps around - allegedly due to overload/WiFi in the room (not just normal WiFi problem). Then the video call crash: Incoming WhatsApp call comes in, display falls asleep, race condition bug prevents acceptance → Zuckerberg tries several times in vain, finally gives up. Source: The viral video (e.g. https://www.youtube.com/shorts/UcycakgOdEU). => Strategic bonding: EssilorLuxottica is now firmly tied to Meta for the next few years in order to further expand and launch the Oakley and Ray-Ban series. Which means that they cannot collaborate with $GOOG (-1,23%) and Gemini and have backed the wrong horse in the case of the poorer AI
• $AAPL (-1,45%) is currently only active in the VR sector with the expensive Apple Vision Pro and has so far missed the entry into lightweight AR/AI glasses as well as generative AI. The recently announced cooperation with Gemini for an upgraded Siri (confirmed on January 12, 2026) is more of a stopgap and only confirms for me that Apple is lagging behind here - my decision to back Warby feels even more right as a result. In the long term, I think Apple could hold its own in the market due to IOS dependencies, but in the short to medium term they will be left out as there are no known ambitions.

New wind in the eyewear market?

In the past, pure design was decisive - and $EL (+1,15%) was great at dominating the market via licenses and proprietary brands. But now, a change similar to the watch market could come about through smartwatches, and Essilor's business model in the eyewear market could come under pressure if the eyewear market transforms from a purely design-driven market to a technology-driven market.

Will brand or technology be decisive in the future?

Bull-Case:
$GOOGL (-1,22%) as a strong second mover for AR/AI glasses can therefore only work with Warby Parker (partnership since 2025, launch 2026 confirmed, $150m commitment), as $EL (+1,15%) blocked by $META (-2,46%) is blocked.

This means that $WRBY benefits massively from the Android XR ecosystem and has direct compatibility with one of the best smart device APIs via Gemini.

In addition, Google clearly dominates Meta in this respect, as it has its own TPUs - which gives it massive price advantages (efficiency, power-per-watt, scaling) over the current Meta hardware.

Soft Reasons:

• 
  Warby Parker is an American company Founded in New York, with typical US DTC spirit and branding, but with efficient production and supply chains mainly in Asia. This enables good margins and scalability, but there is a certain risk of tariff and trade wars.
• "Buy a Pair, Give a Pair" program For every pair of glasses sold, one pair is donated free of charge to someone in need. By the end of 2024, over 20 million pairs of glasses had already been distributed (source: Warby Parker Impact Report 2024). This not only shows social responsibility, but above all a very well-organized and scalable supply chain - the company supplies significantly more glasses than it sells to paying customers alone.
• Meta pushes the market Meta and EssilorLuxottica are planning to massively ramp up production of Ray-Ban Meta Smart Glasses - the target is 20 million units per year or more by the end of 2026 (source: Bloomberg, January 2026). This proves: The entire AI/smart glasses market is really picking up speed and creating a tailwind for all players, including Warby Parker.
• Meta massively expands compute Meta is currently investing heavily in its own data centers ("Meta Compute" initiative) in order to improve the AI performance in its devices such as the Ray-Ban Meta. In the long term, they are talking about hundreds of gigawatts of capacity (source: Meta Q4 2025 Earnings Call). This shows how serious the competition in the wearables sector is becoming.
• Google is excellently positioned with TPUs Google can operate its Gemini AI particularly efficiently and cost-effectively thanks to TPUs (Tensor Processing Units) developed in-house. This gives it a clear advantage over Meta, which relies on other hardware. Another indication of the trend towards efficient edge AI: NVIDIA acquired Groq's assets and team for around 20 billion dollars in December 2025 (source: Reuters, December 2025). Jonathan Ross, the inventor of the original Google TPU (v1/v2), founded Groq → there is philosophical DNA at TPU too. (deterministic, efficient tensor processing).

In this video, I analyze two exciting high-performance stocks at the end of the year: Netflix and EssilorLuxottica. Both companies have made strong profits this year - and right now investors could also benefit from the typical window dressing effect, which often leads to significant price increases at the end of the year.

Netflix analysis - takeover of Warner Bros & 50% opportunity for 2025 In the video, I go into the following points in detail:

• Latest news & takeover rumors
• Why Netflix could further expand its streaming dominance
• Fundamental strength: sales, cash flow, margins & growth
• Medium-term share price opportunity of 50%
• Valuation, fair value & my price targets
• Chart situation and potential entry points

Netflix is one of the most promising winners of the year and could receive a new rally impulse in 2025 EssilorLuxottica analysis - Stellest glasses & future potential In the video I show you:

• What potential lies in Stellest technology
• Why the share is currently fundamentally strong but overvalued
• Why a performance of around 15% is possible in the short term
• Chart analysis & entry zones

Essilor is a quality company that could benefit enormously in the long term - despite its currently high valuation.

🟢 Why window dressing is important now I also explain: How fund managers want to use the window dressing effect at the end of the year and my conclusion: This video is perfect for you if you want to understand what opportunities Netflix & Essilor offer at the end of the year, how the window dressing effect works, what price targets for both stocks are realistic & how you can position yourself strategically for 2025/2026.

Which stock would be your favorite?

$NFLX (-2,54%) or $EL (+1,15%) ?

https://www.youtube.com/watch?v=h0ZvMK5Vots&t=41s

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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 (-1,08%) and $EL (+1,15%) 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.

https://www.pcgameshardware.de/Amazon-Firma-17639/News/viture-pro-xr-brille-angebot-amazon-135-zoll-display-1475337/

Meta presents smart glasses with sporting ambitions. $META (-2,46%)

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)

https://www.spiegel.de/netzwelt/gadgets/oakley-meta-hstn-meta-stellt-smarte-brille-mit-sportlichen-ambitionen-vor-a-0192123f-0fe8-411e-8f7d-c259d83e89ba

The French stock market offers a large number of interesting stocks that are also very popular with investors.

Popular?

Well, yes,

Who wouldn't like LVMH, Sanofi, Air Liquid, Airbus, Safran, L'Oreal,

Essilor-Luxottica, Hermes, Danone, Pernod-Ricard and perhaps even more in your portfolio.

in the portfolio.

However, there are some hurdles and risks here.

On the one hand, we have to deal with the selection of stocks and the valuation and try to buy the stocks that we believe will rise in value at a favorable time.

Secondly, buying French shares is subject to French financial transaction tax (FTT) and 30% withholding tax on dividend distributions.

My optimization suggestion:

Instead of dealing with a large number of French shares and ending up doing everything wrong, I choose an ETF.

This has the following advantages, among others:

1 The individual share risk is spread.

2 Tax advantage for withholding tax, thanks to the double taxation agreement (see below)

3 Automatic rebalancing - the worst stocks are removed at regular intervals and new promising stocks are added to the ETF.

4 Low trading fees

Biggest disadvantage:

1 Most likely you will only achieve the average market return.

I have therefore opted for the Xtrackers CAC 40 LU0322250985 and will no longer buy French equities. Alternatively, the accumulating iShares MSCI France IE00BP3QZJ36 would also have been a good choice in my opinion.

Both ETFs offer a tax advantage, although you cannot avoid FTT. However, both Luxembourg and Ireland have a double taxation agreement with France. This means that the withholding tax on French dividends is reduced to 15%. Of course, this tax advantage applies not only to distributing ETFs, but also to accumulating ETFs.

I consider the already low TER of 0.2x% to be completely negligible, as both ETFs have had a positive TD for years.

In view of the weak performance of the current year, we could now be in a phase in which it could pay off to collect shares "cheaply" in order to benefit later from a higher personal dividend yield.

Conclusion:

I am selling LVMH and betting on the Xtrackers CAC 40 ETF to cover my entire exposure to France.

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$MC (-1,32%)
$AIR (-1,87%)
$AI (+1,7%)
$OR (+0,05%)
$RMS (+0,25%)
$EL (+1,15%)
$RI (-0,17%)
$DX2G (-0,29%)
$IS3U (-0,3%)

Mark Zuckerberg announces the end of the cell phone and presents a successor.

$META (-2,46%)
$EL (+1,15%)

Mark Zuckerberg, founder of Facebook, has declared that the age of the cell phone will soon be over. He explains this by saying that many people find cell phones too inconvenient. He already knows the successor to the cell phone.

For many people, the cell phone is an everyday object and is used more than once a day for a number of things. However, Mark Zuckerberg, the founder of Facebook and current head of Meta, explained in an interview that the era of the cell phone will soon be over.

What did Zuckerberg say? In a conversation with Cleo Abram on YouTube.com, he talked about technology. And here he explained that smart glasses would become the next big platform for users. Because people want to spend their time in a more natural and social way. And cell phones would get in the way of that. So he says:

'I think the trend in IT is to become more ubiquitous, more natural and more social. So you want to be able to interact with the people around you, and I think that [smart glasses] will probably be the next important platform after cell phones.

What makes him think that? He bases his thesis on the observation that users increasingly value discretion and convenience. The glasses, which are worn directly on the face, offer a more immersive and less intrusive experience than the smartphone.

Several manufacturers have been investing in smart glasses and the Metaverse for several years now

What is the current state of development? Major companies in the industry are already investing in this area, with each presenting their own idea of smart glasses. Apple with the Vision Pro and Meta are the most prominent players, but many other companies are also working on similar projects. And Meta and HTC also offer office applications via the PC that you can use through the glasses.

https://mein-mmo.de/zuckerberg-ende-handy-nachfolger-vor/

Analyst updates, 21.11.

⬆️⬆️⬆️

- BERNSTEIN RAISES TARGET FOR NVIDIA TO USD 175 (155) - 'OUTPERFORM' $NVDA (-2,01%)

- JPMORGAN RAISES TARGET FOR NVIDIA TO 170 (155) USD - 'OVERWEIGHT' $NVDA (-2,01%)

- EVERCORE ISI RAISES TARGET FOR NVIDIA TO 190 (189) USD - 'OUTPERFORM' $NVDA (-2,01%)

- JEFFERIES RAISES TARGET FOR SIXT STEMS TO EUR 110 (100) - 'BUY' $SIX2 (-5,58%)

- DEUTSCHE BANK RESEARCH RAISES RHEINMETALL TO 'BUY' (HOLD) - TARGET 700 (550) EUR $RHM (-0,25%)

- BARCLAYS RAISES TARGET FOR FRESENIUS SE TO EUR 40 (38) - 'OVERWEIGHT' $FRE (+1,29%)

- WARBURG RESEARCH raises the target price for ALSTRIA OFFICE from EUR 3.40 to EUR 7.10. Hold. $AOX

- BERNSTEIN raises the price target for ESSILORLUXOTTICA from EUR 194 to EUR 200. Market-Perform. $EL (+1,15%)

⬇️⬇️⬇️

- DEUTSCHE BANK RESEARCH lowers the price target for NESTLE from CHF 87 to CHF 85. Hold. $NESN (+1,56%)

- DEUTSCHE BANK RESEARCH lowers the price target for MEDIOS from EUR 23 to EUR 18. Buy. $ILM1 (-1,06%)

- ODDO BHF lowers the price target for GRENKE from EUR 27.30 to EUR 18.30. Neutral. $GLJ (-0,06%)

- BERNSTEIN lowers the price target for KERING from EUR 260 to EUR 220. Market Perform. $KER (+1,04%)

- BERNSTEIN lowers the price target for LVMH from EUR 795 to EUR 700. Outperform. $MC (-1,32%)

- BERNSTEIN lowers the price target for VESTAS from DKK 250 to DKK 215. Outperform. $VWS (+3,31%)

- JEFFERIES lowers the price target for SMA SOLAR from EUR 19 to EUR 14. Hold. $S92 (-2,38%)

- JEFFERIES lowers the price target for VERBIO from EUR 27 to EUR 22. Buy. $VBK (-0,6%)

- JEFFERIES lowers the price target for PVA TEPLA from EUR 14.50 to EUR 12. Hold. $TPE (-0,85%)

- HSBC downgrades TARGET to Hold. Target price USD 138. $TGT (+0,11%)

- UBS lowers the price target for BAYER from EUR 30 to EUR 22. Neutral. $BAYN (+6,88%)

What do you think of Essilor Luxoticca ? think it's better than Realty Income .

$$EL (+1,15%) WKN: 863195

Here is a summary of important events & the Formatting is Getquin's fault!

US MARKET🇺🇸

Monday

Publication of the Empire State Manufacturing Survey of the New York Fed for April.

Publication of the retail sales in the USA for March.

Publication of the business inventories for February.

Publication of the homebuilder confidence for April.

Speeches by Lorie LoganPresident of the FED of Dallasand Mary C. DalyPresident of the FED Bank of San Francisco.

Quarterly reports from Goldman Sachs ($GS (-1,25%) ), Charles Schwab ($SCHW (-0,67%) ) and M&T Bank ($MTB (+0,54%) ).

Tuesday

Publication of the building permits for March.

Publication of the industrial production for March.

Quarterly reports from UnitedHealth Group ($UNH (+0,88%) ) , Johnson & Johnson ($JNJ (+1,27%) ), Bank of America ($BAC (-4,78%) ), Morgan Stanley ($MS (-1,89%) ), BNY Mellon ($BK (+1,01%) ) and PNC Bank ($PNC (+0%) ).

Wednesday

Publication of the mortgage applications for the week ending April 12.

Publication of the FED Beige Books.

Quarterly reports from United Airlines ($UAL (-3,01%) ), Abbott Laboratories ($ABT (-0,7%) ), U.S. Bancorp ($USB (-1,04%) ), Travelers Cos. ($TRVC34 ), Citizens Financial ($FCNCA (-1,6%) ), First Horizon ($FHN (-0,48%) ) and Discover Financial Services ($DFS ).

Thursday

Publication of initial jobless claims for the week ending April 13.

Publication of the Philadelphia Fed Manufacturing Survey for April.

Release of existing home sales for March.

Speeches by John C. WilliamsPresident of the FED of New Yorkand Raphael BosticPresident of the FED of Atlanta.

Quarterly reports from Netflix ($NFLX (-2,54%) ), Intuitive Surgical ($ISRG (-3,46%) ) and Infosys ($INFY ).

Friday

Speech by Austan GoolsbeePresident of the FED of Chicago.

Quarterly reports from Procter & Gamble ($PG (+1,53%) ), American Express ($AXP (-0,98%) ), Fifth Third Bancorp ($FITB (+0,5%) ) and Huntington Bancshares ($HBAN (-0,23%) ).

Saturday

Possible events in connection with the Bitcoin halving.

EU MARKET

Monday

Release of industrial production

Speech by Philip Lane, Member of the Executive Board of the ECB

Quarterly reports from Pagegroup ($PAGE (+0,99%) ) 🇬🇧, Playtech $PTEC (-0,16%) ) 🇬🇧

Tuesday

Trade Balance (Feb)

ZEW Economic Sentiment

Eurogroup Meetings

Publication of the quarterly reports of Ashmore ($ASHM (-1,84%) ) 🇬🇧

Wednesday

Publication of CPI data

EU Summit & Eurogroup Meetings

Speech by Isabel Schnabel, Member of the Executive Board of the ECB

Quarterly figures from Severstal ($CHMF ) 🇷🇺, Volvo B ($VOLV B (+0,26%) ) 🇸🇪, Viscofan $VIS (+1,19%) ) 🇪🇸, Petershill Partners ($PHLL ) 🇬🇧, Hays ($HAS (-5,83%) ) 🇬🇧

thursday

Speech by Luis de GuindosVice President of the ECB

EU Summit & Eurogroup Meetings

Speech by Isabel Schnabel, Member of the Executive Board of the ECB

- Quarterly figures from EQT AB ($EQT (-1,82%) ) 🇸🇪, EssilorLuxottica ($EL (+1,15%) ) 🇫🇷, Nordea Bank ($NDA FI (+0,18%) ) 🇸🇪, Sartorius Stedim ($DIM (-2,17%) ) 🇩🇪, Nokia Oyj $NOKIA (-0,29%) ) 🇫🇮, Inter Cars SA ($n/a) 🇵🇱, Tauron Polska Energia ($TPE (+1,93%) ) 🇵🇱, Forvia ($FRVIA (+3,65%) ) 🇫🇮, Dunelm ($DNLM (+0,74%) ) 🇬🇧, Adtran Networks SE ($ADV (+0,92%) ) 🇩🇪, Olvi Oyj A ($OLVAS (+0,63%) ) 🇫🇮, Econocom ($ECOM ) 🇧🇪, Talenom Oyj $TNOM (-2,62%) ) 🇫🇮, Alisa Pankki Oyj ($ALISA (+0,91%) ) 🇫🇮

Friday

Eurogroup Meetings

CFTC EUR speculative net positions

Quarterly figures from Sodexo ($SW (-0,38%) ) 🇫🇷, Linea Directa Aseguradora ($LDA (+0,81%) ) 🇪🇸, Alma Media ($002950 ) 🇫🇮, Gofore ($GOFORE (-3,67%) ) 🇫🇮

Once again a purchase into the donation depot.

For 3 days Switzerland jumped a share of $EL (+1,15%) out.

My investment case briefly described here:

Essilor is both a customer and a competitor of my employer.

Customer in the ophthalmic sector, i.e. eyeglasses and contact lenses.

Competitor with its subsidiary from my neighborhood in Wetzlar: Satisloh, in the field of precision optics.

Which is also my department.

Briefly to Satisloh: Until 1998 only under the name Loh, then bought by the Swiss company Schweiter Technologies and 2005 renamed in Satisloh.

This was followed in 2008 by the takeover by $EL (+1,15%)

A nice evening from rainy Central Hesse 🫶