first small part, more will follow.

US I am dismantling piece by piece...

Ideally, they should be companies with a robust business model, strong growth potential and a good market position.

Do you have any suggestions and personal favorites that you think are suitable for a B&H strategy?

$AMD (+2,15%)

$NVDA (+3,19%)

$AAPL (+2,14%)

Huawei

$RKLB (+3,49%)

$1810 (-1,63%)

$GOOGL (+3,98%)

Quick question: Which financial apps do you use to analyze a stock or to have as much information as possible about a stock in one place?

I currently use a mixture of various forums, TradingView and my broker. However, I would like to have an app or website that provides all the relevant information in one place.

Thanks in advance! ✨

$NVDA (+3,19%)
$1211 (-0,87%)
$RHM (-3,99%)
$NOVO B (+3,18%)
$GOOGL (+3,98%)

Milei instead of Marx, The Libertarians, Freedom, Politics, Taxes, Bitcoin & Stocks (Politics Special)

Spotify

https://open.spotify.com/episode/2ZIIFHH4odmN8yecmethih?si=TFRwTlsLTSK-W7LmYOk0Lg

YouTube

https://www.youtube.com/watch?v=XPqh3DNC5lQ

Apple Podcast

https://podcasts.apple.com/us/podcast/91-milei-statt-marx-die-libert%C3%A4ren-freiheit-politik/id1695869891?i=1000710777942

$BTC (+1,12%)
$TSLA (+6,14%)
$GOOGL (+3,98%)
$GOOG (+3,76%)
$MSFT (+0,93%)

$TSLA (+6,14%) . $GOOGL (+3,98%)

Shortly before the launch of the new robotaxi service, a surprisingly honest statement provides a deep insight into the company's true capabilities.

By Hannah Klaiber

01.06.2025, 16:50

In a rare moment of candor, Ashok Elluswamy, Head of AI and Autopilot Software at Austin, Texas-based car manufacturer Tesla, has admitted to being significantly behind the competition in terms of technology. Speaking to a journalist, Elluswamy admitted that Tesla's technology for fully autonomous driving (FSD) lags behind that of Waymo, a subsidiary of Google parent Alphabet from Mountain View in the US state of California.

The head of AI said: "Technically, Waymo is already capable. We are perhaps a few years behind." This statement provides a remarkable categorization, as Waymo is already considered the "gold standard" of autonomous driving and operates commercial robotaxi services in several US cities. First reported by InsideEVs.

Vision vs Lidar: Which solution is better?

At the heart of the gap lies a fundamentally different technological philosophy. Tesla is known to rely on "Tesla Vision", an approach that relies solely on data from cameras, which, according to Elluswamy, only cost between one and ten US dollars each.

Waymo, on the other hand, equips its fleet with lidar and radar sensors in addition to cameras. These were long regarded as extremely expensive, but according to industry observers, the cost of lidar units has now fallen to less than 1,000 dollars, which makes their use in cheaper vehicles possible in principle.

Elluswamy defends Tesla's path as the "more valuable to the world", as a low-cost solution allows for faster scaling. However, he admits that it is "technically challenging" to solve the problem of autonomous driving with cameras alone. Corresponding tests are repeatedly posted on social media, for example on ex-Twitter X:

Business Insider magazine observed in a test just how challenging Tesla's alternative approach can be: According to it, a Tesla with FSD software activated had driven into a bicycle lane and run a red light, while a Waymo mastered a comparable route flawlessly.

A reality check for Musk's robotaxi plans

Elluswamy's admission puts another damper on Tesla boss Elon Musk's ambitious plans. Musk has been promising an imminent autonomy revolution for years and wants to launch his first robotaxi service in Austin as early as next month.

The realistic assessment of his own AI boss now raises the question of how efficient this service will really be in the beginning. In any case, it fits seamlessly into a series of postponed schedules. For example, a fully autonomous journey from coast to coast in the USA was already promised for 2016. So far, that has not happened.

https://t3n.de/news/wir-liegen-jahre-zurueck-tesla-ki-robotaxi-1689325/

Apple's difficult year 2025

Apple $AAPL (+2,14%) is facing major challenges in 2025. The share price has fallen by 19% over the course of the year, leaving investors concerned. At the same time, the company is facing an antitrust investigation by the Department of Justice (DOJ), which is shaking confidence in the company's management. Another conflict is the bitter legal dispute with Epic Games over App Store purchases, which raises the question of control over digital platforms. The introduction of an improved Siri has also been postponed indefinitely, which shows that Apple is lagging behind competitors such as Google and Samsung in the field of artificial intelligence. $GOOGL (+3,98%) and Samsung $102780 are lagging behind. Added to this is the announcement of former design chief Jony Ive working on a new consumer product with Sam Altman and OpenAI. These developments present CEO Tim Cook with an unprecedented challenge, especially in light of former President Trump's demands that Apple should produce iPhones in the US or else face high tariffs. This mixed situation is causing uncertainty and casts Apple's future in a different light.

Nvidia's new strategy for China

In the USA, Nvidia $NVDA (+3,19%) is reportedly planning to launch a new AI chip that will be cheaper for the Chinese market than the previous H20 model. This decision is a direct response to the US export restrictions imposed by the Trump administration in April. These measures have severely restricted the shipment of Nvidia's H20 chips to China, which is expected to result in a drop in sales of up to 5.5 billion dollars per quarter. Nvidia's market share of AI chips in China has fallen from an impressive 95% before the export restrictions in 2022 to just 50% currently, which CEO Jensen Huang finds worrying. Despite these setbacks, China remains a key market for Nvidia, accounting for an estimated 13% of sales in the 2025 financial year. Huang highlights that the Chinese AI market is expected to reach 50 billion dollars in the next two to three years. Missing this opportunity could mean a significant loss for Nvidia, which is why adjusting its strategy for China is of great importance.

Sources:

https://finance.yahoo.com/news/apples-difficult-2025-is-tim-cooks-biggest-test-yet-193007489.html

https://finance.yahoo.com/video/nvidia-stock-export-controls-mean-180000127.html

$NVDA (+3,19%)
$PLTR (+7,48%)
$GOOGL (+3,98%)
$AMD (+2,15%)
$AMZN (+3,59%)
$TSLA (+6,14%)

What do you think? Where will these stocks be in 10 years

I am curious

I asked myself this question some time ago. Saving, investing, building up assets - all well and good. But what is it actually for? What is the goal?

At some point, the answer was clear to me: financial freedom.

Not because I never want to work again. On the contrary - I like working. But I don't want to have to anymore. I want to be able to decide for myself how I use my time without my income depending on it.

That's why I've opted for a clear focus on dividend ETFs. $TDIV (+1,68%)
$VHYL (+1,23%) decided on dividend ETFs.

They provide me with a regular, predictable income - a step towards independence. This cash flow currently allows me to work part-time and at the same time build a self-employment that is based on my interests - not on a fixed employment contract.

I am fully aware that if I were to invest purely rationally and with a focus on returns, e.g. only in the $VWRL (+1,44%) the path to absolute financial freedom might be shorter.

But let's be honest - who knows whether you will ever reach your goal? Health, life circumstances, fate - there is no guarantee for later.

So why not live a little more freedom today instead of putting everything off until "someday"?

My portfolio reflects precisely this conviction - long-term focus, but with ongoing benefits. And to be honest: I simply enjoy investing.

That's why, in addition to solid dividend payers, I also have a few positions for gambling $BATS (+1,09%)
$GOOGL (+3,98%) - Shitcoins $CHZ (+1,36%)
$MANA (+3,6%)
$SOL (+0,86%) included.

What do you think?

I used today's small setback to make a purchase. I think and hope that it will be the same with the European tariffs as with the others.

A lot of talk and in the end everything is somehow the same as before. Except that Mr. 🍊 will be celebrated as a hero in front of his disciples. And trust in the USA just gets less and less every time 😐

Whatever. I don't want to get too political. I'm just pleased to have finally $GOOGL (+3,98%) have finally struck 🙂