I have not been flagged, but since I post quite a lot about growth stocks, I should also disclose my returns here.

Main driver:

$HIMS (+1,15%)
$IREN (+1,47%)
$GOOGL (-0,69%)

$MSFT (-0,25%)

$GOOGL (-0,69%)

$AMZN (+0,27%)

The hosting and Bitcoin mining company Cipher Mining $CIFR (+4,71%) is increasingly focusing on high-performance computing (HPC) and artificial intelligence (AI). To this end, the company has signed a contract worth 3 billion US dollars with AI cloud provider Fluidstack. The Alphabet subsidiary Google is taking on almost half of the sum $GOOGL (-0,69%) and in return receives warrants to acquire around 5.4% of Cipher's shares.

On September 25, Cipher announced a long-term agreement with the AI cloud provider Fluidstack in a press release:

• Cipher will provide 168 megawatts (MW) of computing power at the Barber Lake site in Colorado City, Texas.
• The contract runs for 10 years and is worth around 3 billion US dollars.
• The plant has a gross capacity of 244 MW and can be expanded to 500 MW.
• Two five-year extension options could increase the contract value to up to USD 7 billion.

The contract is financially secured by Google. The Group is assuming guarantees for Fluidstack's payment obligations amounting to 1.4 billion US dollars, thus covering almost half of the rental obligations to Cipher.

In return, Google will receive options on around 24 million Cipher shares, which corresponds to around 5.4% of the total company shares. Under certain conditions, adjustments to the conditions or a cash settlement payment are also possible.

Today I have completely separated myself from my $AMZN (+0,27%) position today. The reasons for my decision:

○ Disappointing price performance YtD, especially in comparison with other Mag7 stocks

○ Nice price performance of approx. 40% since initial purchase in January 2024

○ No significant AI models and intentions recognizable. Could only become interesting for me again with the advent of humanoid robots

○ Reduction of duplication in the portfolio, as I am working with $MELI (+0,24%) & $9988 (+0,59%) in eCommerce and with $GOOGL (-0,69%) & $9988 (+0,59%) in the cloud sector to other stocks in the portfolio.

I will invest the freed-up capital in Hopfengold at the Oktoberfest in Munich at the weekend. The (hopefully) remaining amount will then flow into the $EQQQ. (-0,13%)

HSBC $HSBA (+0,74%) was the first bank in the world to use a quantum computer in the financial market - a breakthrough that is likely to accelerate the race for technology.

With the most powerful quantum processor to date, Heron from IBM $IBM (+0,02%) the major British bank has improved the prediction of the price at which a bond will be traded by 34 percent.

The basis for this was an anonymized data set of European bond deals, as the bank announced on Thursday (25.9.). This could significantly increase the efficiency of the market.

The experiment is considered a milestone because real transactions were included on a large scale for the first time. Until now, the technology was mainly limited to universities and specialized tech companies.

Companies such as Google's parent company Alphabet $GOOGL (-0,69%)IBM and Microsoft $MSFT (-0,25%) are already investing billions of dollars in quantum research, but the road to everyday applications remains long.

》No live trade《

HSBC's attempt was aimed at over-the-counter trading, in which transactions are carried out directly between two parties - without an exchange or broker. Philip Intallura, Head of Quantum Technology at HSBC, emphasizes that although it was not a live trade, it was very much a demonstration on a real production scale. "We firmly believe that we are on the cusp of a new era of computer technology in financial services - and not just in the distant future," says Intallura.

While technology companies are setting the pace in terms of development, banks such as JP Morgan Chase $JPM (+0,04%)Goldman Sachs $GS (-0,09%)Citigroup $C (+0,07%) and HSBC are also investing heavily in quantum projects.

Management consultancies McKinsey and KPMG expect far-reaching benefits: better risk management, optimized portfolios, more accurate predictions of asset prices and sharper fraud detection.

》Faster with physics《

The foundation of quantum computers is physics itself. Unlike conventional computers, they do not work step by step, but in parallel. This allows extremely complex problems to be solved very quickly.

Alphabet showed just how big the leap is at the end of last year: the quantum processor Willow solved a problem in five minutes that even the most powerful supercomputers since the beginning of the universe would have calculated - and not come up with the result.

I've been a silent user of the GetQuin community for quite some time now and thought I'd share my first post here to exchange ideas with experienced hobby investors and get some honest feedback on the portfolio I've built up to this point.

My journey into the beautiful wide world of shares began almost 4 years ago, when the consequences and extent of the corona crash on the stock market reached me.

Shortly afterwards, when the indices had long since recovered, I decided to open a share portfolio with my trusted Volksbank, unaware that this action would be my first mistake at the beginning of my long journey.

At the beginning, like probably every beginner, I had no strategy or even a plan on how to approach the matter.

So, full of zest for action, I started buying shares indiscriminately on a small scale - for €200 one $BLDP (+2,89%) for another €250 one $PLUG (+13,75%) and I still had €100 left over for some shares in $EGR (+2,31%) left over. As I had also heard something about "dividends" and naturally wanted to profit from them too, I also put $ELE (+0,29%) in my securities account (200€). The order costs amounted to €14.90 per order.

With these 4 positions, I then spent the following days and weeks calculating a number of price scenarios on my computer app and imagining how many thousands of euros I would gain if these "unrealistic prices" were to materialize at some point.

The first price losses came quickly and just as quickly the frustration and I started jumping from share to share to make a quick buck.

It took me about a year to come to my senses and gain a little more insight into the matter. I started following big influencers on Instagram.

At some point, I had a bit more of a plan and started again, I canceled the custody account at Volksbank and opened a custody account at TradeRepublic and started ETF savings plans as well as share savings plans.

In the beginning, I mainly bought the ideas of my financial influencers.

Basic companies such as $MCD (-0,31%) , $Coca u. $PG (-0,21%) were not to be missed, of course. I was branded by the high-risk stocks I had initially bought and therefore only wanted boring but solid dividend payers in my portfolio.

I gradually realized that a healthy mix of dividend payers and growth stocks is inevitable for a structured portfolio and so stocks like $Micro, $GOOGL (-0,69%) and $V (-0,03%) have also found a place in my portfolio.

In the meantime, 4 years have passed in which I have lost a lot of money, gained even more knowledge and invested a lot of time in the world of finance. I have built up an impressive portfolio, which I would like to optimize and expand in the future.

I think that some of you will be able to identify with this short beginner's story and I look forward to hearing about your initial experiences and stumbles.