@Charmin They are a Tier 1 candidate and I think they will do well in the next few years. However, I personally find it difficult to build up a large position because many parameters in their business are difficult for me to predict and for a large position I have to understand the business well and need 100% conviction. So far I have covered Nvidia indirectly via ETFs. But I'm happy to be convinced by an individual position, especially if the risk/reward makes them so attractive that they can no longer be ignored.

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Charmin@Charmin

1Settimana

@thewolfofallstreetz And with the other titles (such as Palantir, Tesla) can you predict the business?

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The W.@thewolfofallstreetz

1Settimana

@Charmin What will their data center segment look like in 10 years? How many GPUs will Nvidia be able to sell in 10 years and at what price? I don't have a satisfactory answer yet that tells me how much I want to pay for it today. Do you?

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Charmin@Charmin

1Settimana

@thewolfofallstreetz at least I have a much better idea than when FSD is coming :)

Despite its impressive performance, AI is still in its infancy. With growing demands (scope, speed, type of tokens), tens of times more computing power will be required.

But at the same time, this is the case: The demand will increase with better computing power: If I can suddenly make entire movies, for example, then people will want that.

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Hennington Research@HennRes

1Settimana

Be careful with $TSLA

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Rui@fund_whisperer_664

1Settimana

$NVDA $MSFT $AMD $CSPX $MC

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The W.@thewolfofallstreetz

1Settimana

@fund_whisperer_664 Solid company

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~ S.@Semos25

1Settimana

I finally got into Tesla but only in installments

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The W.@thewolfofallstreetz

1Settimana

@Semos25 Solid level, more and more interesting under €200

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~ S.@Semos25

1Settimana

@thewolfofallstreetz Yes, I got in at 199 euros 😂

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~ S.@Semos25

1Settimana

@thewolfofallstreetz Many people don't think much of elon, but everyone should have Tesla in their portfolio. Whether as a trade or for the long term (personal opinion)

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The W.@thewolfofallstreetz

1Settimana

@Semos25 You will enjoy it in the long term

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Christian@Helli

1Settimana

@Semos25 Frankly, I no longer understand the hype about Tesla (today!). Back then, the technology was leading; today it's outdated.

Model series: With the exception of the Cyber Truck, there are no new models. Just a facelift (and of course changes to the software).

Cyber Truck: All the reports I've heard indicate that the thing is, simply put, crap. Parts fall off, safety poor, poor build quality, etc.).

Autonomous driving: Heaps of accidents and outdated technology to boot --> based purely on camera systems. This leads to the car not noticing anything in fog, rain or (there is a nice YouTube video on this) a wall painted with a road and not recognizing obstacles. (https://www.youtube.com/shorts/U1MigIJXJx8 is also available as a long video)

Tesla robot: Technically lags behind the latest model from Boston Dynamics. So far, the thing has been controlled remotely during presentations. (https://www.youtube.com/watch?v=I44_zbEwz_w)

Tesla Robotaxi: During the presentation, the vehicle was controlled remotely (door open / door closed / drive off ..). Only the defined and demarcated route was driven autonomously.

Tesla Semi: Should have gone into mass production years ago ... in the meantime there is at least an empty factory in which the three demonstration models are driving around.

CEO: Everyone can form their own opinion, but I'm through with him. He lies constantly and makes promises that are rarely or never true. Plus his political stance, no thanks.

Nevertheless, I hope that your investment pays off :-). I have never and will never put them in my portfolio.

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Hajo@Hajo

1Settimana

You forgot $APP 🤩

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The W.@thewolfofallstreetz

1Settimana

@Hajo Why? What is your investment case for $APP?

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Jopi@Jayjay4321

1Settimana

I suggest not buying at all - fortunately I sold all US titles before the customs announcement.

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The W.@thewolfofallstreetz

1Settimana

@Jayjay4321 What stocks did you have? So never again US stocks or what is your plan?

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investment_guru_2035@investment_guru_2035

1Settimana

I added Axon and Trade Desk to my portfolio today. Seven other stocks on your list are already waiting there.

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The W.@thewolfofallstreetz

1Settimana

@investment_guru_2035 Congratulations! I still haven't found a way to get started with Axon.

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investment_guru_2035@investment_guru_2035

1Settimana

@thewolfofallstreetz I just took it now at 390€ ;-)

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market_expert_gbtws@market_expert_gbtws

1Settimana

Time to Do Nothing!!!!!!

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The W.@thewolfofallstreetz

1Settimana

@market_expert_gbtws Right, let's wait for new all-time highs to buy

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Silas W.@DynasticGrind

1Settimana

This time I will have to stay on the sidelines for the most part. I'm almost "all in", but in good conscience that there will be a few more opportunities. Maybe not in the foreseeable future, maybe already.

However, the plummeting oil price has revealed a certain heavyweight in the portfolio.

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Heiko G.@Ozzel

1Settimana

No Rheinmetall among them? Has been growing for weeks, even where everyone is going down. Deutsche Telekom is holding steady. I'm in with ASML.

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The W.@thewolfofallstreetz

1Settimana

@wealth_maximizer_pwcfo Looking for quality + growth, Deutsche Telekom is growing too slowly for me. How much growth is already priced into Rheinmetall?

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Heiko G.@Ozzel

Yes Telekom would certainly be for your Tier 3 - I can't answer the question about Rheinmetall, I bought about 8 weeks ago, had a small kink recently, but will continue to grow, the BW order was very large, they are also planning a partnership tank project with the French and a third party

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Patschke6686@Patschke6686

@thewolfofallstreetz what do you think of $CTAS? isn't it also a blatant endurance runner?

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The W.@thewolfofallstreetz

@Patschke6686 The fundamentals look good at first glance, but I need to take a closer look at the company and its quality before I can form an opinion. Do you have them in your portfolio?

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Patschke6686@Patschke6686

@thewolfofallstreetz not yet, but I'm thinking about getting involved. I would say it's a stable business model. They are service providers for workwear. Maybe not so susceptible to the whole customs issue.

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