Well vltts there are still some on the shortened 30.12. 😅

$CVX (+0,27%) x600

$XOM (+0,53%) x600

I expect both of them to increase earnings during the Trump era, which can at least be reflected in the dividend, and that's really my only concern

$8001 (-2,87%) x1000

$DB1 (+0,49%) x100

$MSCI (-0,02%) x80

$DHL (-1,49%) x1000

-> I thought this was a good place to build up a position. I'm not entirely sure whether we'll see price growth here at some point, but they probably won't fall much further (hopefully)

$DTE (+0,96%) x3000

What is nuclear fusion?

The nuclear fusion is a process in which two light atomic nuclei - usually hydrogen isotopes such as deuterium and tritium - fuse together to form a heavier nucleus. An enormous amount of energy is released in the process because part of the mass of the nuclei is converted directly into energy. This also happens in the sun and other stars, which emit light and heat as a result.

Difference to nuclear power (nuclear fission):

-Nuclear fusionHere, atomic nuclei fuse together. The starting materials (hydrogen isotopes) are abundant in nature and do not produce long-lived radioactive waste. There is no chain reaction, so there is no risk of a nuclear catastrophe.

-Nuclear fissionThis is where a heavy atomic nucleus (e.g. uranium or plutonium) is split into smaller nuclei, producing energy and radioactive waste. The reaction must be strictly controlled to prevent a "super-GAU".

Nuclear fusion would therefore be safer and more environmentally friendly than nuclear power, but has not yet been fully mastered technically.

Several listed companies are involved in the development of nuclear fusion or are investing in corresponding start-ups:

-Lockheed Martin Corporation $LMT The company was working on a compact fusion reactor, the Compact Fusion Reactor (CFR). However, this project was discontinued in 2021.

-Chevron Corporation $CVX (+0,27%) Chevron is investing in the transition to renewable energy and has invested in nuclear fusion companies such as TAE Technologies and Zap Energy through Chevron Technology Ventures.

-Equinor ASA $E1QN34 Equinor Technology Ventures has acquired a minority stake in Commonwealth Fusion Systems (CFS), a leading developer of fusion energy technology.

-Eni S.p.A. The Italian energy company is an early investor in Commonwealth Fusion Systems and supports its path towards the commercialization of fusion energy.

-Alphabet Inc. $GOOGL (+0,44%) Google's parent company has been working with TAE Technologies since 2014 and has made an investment of 250 million US dollars in the company in 2022.

The prospects for the success of nuclear fusion are increasingly viewed positively, particularly due to recent technological advances and significant investments. Nevertheless, there are still considerable challenges to commercialization, such as the technical feasibility, economic viability and scalability of the technology. The main risks lie in the uncertainty as to whether and when nuclear fusion will be available as a reliable source of energy. The risk/reward ratio therefore depends on further scientific breakthroughs and the ability to implement the technology efficiently and safely.

What a turbulent week on the stock market, I had to buy more 😅 How are things looking for you?

$KLAC (+0,27%)
$ADBE (+0,38%)
$SIKA (-0,32%)
$HOLN (-0,05%)
$MBG (-0,42%)
$CVX (+0,27%)
$MRNA (+0,71%)

The oil market is facing a potential surplus, as both the USA and China are increasing their production and demand is falling short of expectations. Analysts warn that an oversupply could put further pressure on prices, especially if China's economy does not recover as hoped. The dynamic could present OPEC+ with new challenges to maintain market stability.

You can find more information in the article on Business Insider.

The news is based on what I personally consider to be reputable sources. However, I do not guarantee their accuracy. No investment advice. Follow me for more updates!

$SHEL (+0,84%)
$CVX (+0,27%)
$XOM (+0,53%)
$OXY (+0,2%)

The International Energy Agency (IEA) is forecasting an oversupply on the oil market for 2025. The reason for this is the planned expansion in production, while demand growth is slowing down. Rising capacities in the USA and countries such as Brazil and Guyana in particular could push supply above the level of global demand. According to the IEA, these developments could stabilize oil prices or even put them under pressure.

Personal opinion:

The election of Donald Trump is also a big factor that could put a lot of pressure on oil prices. With the oil price already weak, Trump has announced that he will boost oil production during his candidacy. To me, that sounds more like oil prices will continue to fall.

$SHEL (+0,84%)
$CVX (+0,27%)
$OXY (+0,2%)
$BP. (+0,62%)

Source:

https://www.reuters.com/business/energy/iea-sees-2025-oil-market-supply-surplus-2024-11-14/

The news is based on what I personally consider to be reputable sources. However, I do not guarantee their accuracy. No advice.

Which energy suppliers or oil and gas industry companies are you invested in, and which are still worth investing in now? $XOM (+0,53%)
$CVX (+0,27%)

So and a little tidying up again... But without additional purchases... I don't really know where it's worthwhile right now. I'll end up putting everything into an ETF :D The state coffers will be happy - but I'm happy to do something for the non-existent government ;)

Out are:

$VICI (+0,09%) and $O (+0,46%) half each

$CVX (+0,27%) - bought a week before the election

$TSLA (+0,12%) - bought a week before the election

$SFM (+0,07%) - Thank you @Simpson for the great share. I had seen it at some point in your SparplanDepot and saw how well it was doing, so I got in at some point.

Analyst updates, 04.11.

⬆️⬆️⬆️

- BERENBERG raises the target price for SHELL from GBP 31 to GBP 31.50. Buy. | $SHEL (+0,84%)

- BERENBERG raises the price target for MTU from EUR 270 to EUR 350. Buy. | $MTX (-0,31%)

- BRYAN GARNIER raises the price target for HELLOFRESH from EUR 8.50 to EUR 10. Neutral. | $HFG (+2,66%)

- DEUTSCHE BANK RESEARCH raises the price target for SCOUT24 from EUR 84 to EUR 92. Buy. | $G24 (+0,37%)

- DEUTSCHE BANK RESEARCH raises the price target for SANTANDER from EUR 5.75 to EUR 5.80. Buy. | $SAN (-0,14%)

- RBC raises the target price for NEXT PLC from GBP 105 to GBP 108. Sector Perform. | $NXT

- UBS raises the price target for CHEVRON from USD 192 to USD 194. Buy. | $CVX (+0,27%)

⬇️⬇️⬇️

- UBS lowers the price target for BERKSHIRE HATHAWAY from USD 806.724 to USD 796.021. Buy. | $BRK.B (+0,37%)

- CITIGROUP lowers the price target for STMICRO from EUR 36 to EUR 30. Buy. | $STMPA (-0,03%)

- JPMORGAN lowers the price target for ASM INTERNATIONAL from EUR 806 to EUR 716. Overweight. | $ASM (-0,71%)

- RBC downgrades CARL ZEISS MEDITEC from Outperform to Sector-Perform and lowers target price from EUR 85 to EUR 70. | $AFX (-1,79%)

- WARBURG RESEARCH lowers the price target for KION from EUR 65 to EUR 58. Buy. | $KGX (-1,2%)

- ODDO BHF downgrades JENOPTIK from Neutral to Outperform and lowers target price from EUR 32 to EUR 30. | $JEN (-1,69%)

- ODDO BHF lowers the price target for AIXTRON from EUR 22 to EUR 21. Outperform. | $AIXA (-0,34%)

- ODDO BHF lowers the price target for FIELMANN from EUR 45.70 to EUR 44.60. Neutral. | $FIE (+0%)

- HAUCK AUFHÄUSER IB lowers the price target for KNORR-BREMSE from 65.50 EUR to 63.60 EUR. Sell. | $KBX (+0,85%)

- GOLDMAN downgrades STANDARD CHARTERED to Neutral. Target price GBP 9.37. | $STAN (+0,76%)

- GOLDMAN lowers the price target for GENERALI from EUR 31.50 to EUR 30.50. Buy. | $G (+0,3%)

- GOLDMAN lowers the price target for PHILIPS from EUR 35 to EUR 32. Buy. | $PHIA (+1,44%)