4G·

Telekom and Nvidia plan AI factory in Munich

Small "speculative" position for 2026. EV/FCF is below 10 and ROE is higher than P/E, so could also be seen as a value play.

On Tuesday 04.11 Telekom will also give more info about it...

https://www.handelsblatt.com/technik/ki/kuenstliche-intelligenz-telekom-und-nvidia-planen-ki-rechenzentrum-in-muenchen/100168697.html

30.10

Deutsche Telekom

Acquistato a 27,51 €

5 Commenti

Patrick Schäfer@Hotte1909

We are slowly getting to the point where I would buy more. Ek is currently at just over €20

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Dividendenopi👴@Dividendenopi

@Hotte1909 You can do that at the low for the year, I've just added 400 shares to my portfolio, cash has to be restructured at the moment, as I'm being kicked out of my express certificates by the dozen as the reference values have performed too well

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Patrick Schäfer@Hotte1909

@Dividendenopi Yes, definitely. Telekom is a great company with so many reserves... some people forget that, and I don't just mean tmobile us. There's still so much riding on it

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Bino@WarrenWobuffet

@Hotte1909 I got in at just under €16, let's see how the trend develops, then I'll add more.

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Julien@HappyJulienDay

Unfortunately I got in too early and am now -8%

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