Before the moment is over again, I would like to take a moment to celebrate my first small milestone: after almost a year of active trading, I have reached €10,000.

Most of the time I was still a student - with small savings rates, a lot of curiosity and learning by doing (and many mistakes). I've now been working as an engineer for a month and can invest properly for the first time. I'm excited to see where the journey will take me.

I am pursuing a long-term growth strategy, but I also like the charm of dividends as a motivator. With half of the bonuses, I will probably buy individual shares or burn a penny or two by gambling.

I know things aren't going perfectly, but I'm prepared to learn from mistakes and constantly question my strategy.

One small fly in the ointment: my Mercedes shares are currently still blocked.

I look forward to your feedback, experiences and tips - on the subject of crypto, I'm still torn as to whether I've missed the party.

Savings plans: 690€

200€ - $IWDA (+1,34%)

60€ - $EIMI (+0,78%)

40€ each - $JEGP (+1,35%)
$MAIN (+1,67%)

25€ each - $NOVO B (+3,18%)
$HTGC (+3,15%)
$GOOGL (+3,98%)
$WMT (+0,17%)
$CRWD (+2,04%)
$AMZN (+3,59%)
$MELI (-3,61%)
$META (+2,82%)
$NET (+1,92%)
$ALV (+0,57%)
$WM (-0,36%)
$ASML (+1,26%)
$SAP (+0,52%)
$PLTR (+7,48%)

Subscribe to the podcast to help Palantir break a new all-time high.

00:00:00 Palantir

01:00:00 Nebius

01:13:32 AMD & Nvidia

01:50:00 Cloudflare

Spotify

https://open.spotify.com/episode/5Osd7jZQj2cSLXAPMk6wlp?si=LuwqaJviR_6yDAcnrdJ64Q

YouTube

https://youtu.be/SeJ46jphgKY

Apple Podcast

https://podcasts.apple.com/us/podcast/88-palantir-amd-nvidia-cloudflare-nebius/id1695869891?i=1000708024970

$PLTR (+7,48%)
$AMD (+2,15%)
$INTC (+1,32%)
$NVDA (+3,19%)
$NBIS (+4,43%)
$NET (+1,92%)
#podcast
#spotify
$SPOT (+0,43%)

Source: Finchat

$PLTR (+7,48%)

$NOW (+1,82%)

$SPOT (+0,43%)

$PANW (+1,67%)

$SHOP (+7%)

$CRWD (+2,04%)

$FTNT (+1,99%)

$ABNB (+3,53%)

$COIN (+5,46%)

$AXON (+2,02%)

$RBLX

$NET (+1,92%)

$HOOD (+5,09%)

$TTD (+1,16%)

$DUOL

$HIMS (+8,82%)

Customs war special: winners, losers, outlook

Subscribe to the podcast to end the tariff war.

Spotify

https://open.spotify.com/episode/5Cr722K3NaLxspBot2mBNM?si=eORJfrQJR3eDLplP35EYxw

YouTube

https://youtu.be/QOXd_qExpKc

Apple Podcast

https://podcasts.apple.com/us/podcast/83-zollkrieg-spezial-gewinner-verlierer-ausblick/id1695869891?i=1000702108083

#trump
#donaldtrump
#zoll
#zölle
#tariffs
#sp500
#nasdaq100
#dowjones
$AMZN (+3,59%)
$SBUX (+3,9%)
$GOOG (+3,76%)
$GOOGL (+3,98%)
$NET (+1,92%)
$PLTR (+7,48%)
$VNA (+0,48%)
$META (+2,82%)

If $NET (+1,92%) takes the 125.44 I'm in

Stop-buy order is at €1.45 on DE000HT1FBR8

Presumably because the New York Times reports on the Pentagon's war plans against China, which Musk was apparently briefed on at the Pentagon today.

In a military conflict between the two economic powers USA and China, the first "Line of Contact" would be a digital one: cyber attacks.

And even if only hypothetical scenarios are reported, this will probably already lead to an intensification of the constant mutual cyber attacks. Information is key.

• Cyberark $CYBR (+0,01%)
• Palantir Tech $PLTR (+7,48%)
• Check Point Software Technologies $CHKP (+1,54%)
• Crowdstrike $CRWD (+2,04%)
• VeriSign $VRSN (+3,05%)
• Zscaler $ZS (+1,44%)
• Okta $OKTA (+1,12%)
• Cloudflare $NET (+1,92%)
• Fortinet $FTNT (+1,99%)
• Cisco Systems $CSCO (+2,56%)
• Palo Alto Networks $PANW (+1,67%)
• Akamai Technologies $AKAM (+2,54%)
• BlackBerry $BB (+1,41%)
• NetScout Systems $NTCT (+0,89%)
• CommVault Systems $CVLT (+1,22%)

Sources:

• The Pentagon set up a briefing for Musk on plans for a potential war with China.
• NYTimes Liveblog: Trump Administration Live Updates: Trump Rejects Idea of Letting Musk See Secret Plans for War With China

#newyorktimes
#china
#usa
#trump
#pentagon
#elonmusk

Revenue Forward 3Y CAGR and Forward P/S Ratio (sorted in ascending order)

Hims & Hers: 31.9% / 3.4x $HIMS (+8,82%)

Spotify: 14.9% / 5.6x $SPOT (+0,43%)

Airbnb: 10.4% / 6.8x $ABNB (+3,53%)

Roblox: 19.4% / 7.3x $RBLX

Robinhood: 17.0% / 10.6x $HOOD (+5,09%)

The Trade Desk: 19,4% / 11,1x $TTD (+1,16%)

Fortinet: 14.4% / 11.5x $FTNT (+1,99%)

Shopify: 22.6% / 11.9x $SHOP (+7%)

Palo Alto Networks: 14.7% / 12.2x $PANW (+1,67%)

ServiceNow: 19.5% / 13.4x $NOW

Duolingo: 26.7% / 13.7x $DUOL

Axon Enterprise: 20.9% / 15.5x $AXON (+2,02%)

Crowdstrike: 22.5% / 17.2x $CRWD (+2,04%)

Cloudflare: 27.2% / 20.9x $NET (+1,92%)

Palantir: 30.8% / 52.6 $PLTR (+7,48%)

Palantir and Hims & Hers are not the same...

Even if Palantir increases its sales by an ambitious 30% every year over the next 10 years and achieves a free cash flow margin of 45% (!), the current share price is still >20% above fair value (assumption: 3% terminal growth, 8% discount rate) - even though the share has already corrected by >30%.

Your opinion?

I am looking forward to $PLTR (+7,48%) , $META (+2,82%) , $NET (+1,92%) and $SREN (+1,23%) ....

• Cloudflare $NET (+1,92%) reported earnings per share of USD 0.19 for the fourth quarter, which is USD 0.01 better than the analysts' estimate of USD 0.18.

• Revenue for the quarter was USD 459.9 million, above the consensus estimate of USD 452.04 million.

Forecast 2025

• Cloudflare expects earnings per share of USD 0.16 for the first quarter of 2025, which is below the analyst estimate of USD 0.18.

• Cloudflare expects revenue for the first quarter of 2025 to be between USD 468.00 million and USD 469.00 million, which is below the analyst estimate of USD 474.10 million.

• For the full year 2025, Cloudflare forecasts earnings per share of USD 0.79 to USD 0.80, which is above the analyst estimate of USD 0.74.

• Cloudflare expects full-year 2025 revenue of USD 2.09 billion, slightly below the analyst estimate of USD 2.10 billion.