Postos
1.694So China is now banning its companies from using chips from $NVDA (-2,07%) . I can only say: finally. This may put an end to this eternal issue and the stock market can price in zero turnover for China.
The China issue has dominated the NVIDIA headlines for far too long.
It would be nice if the topic disappeared for the time being with the ban ...
Dear Community,
even if a bit late, I would like to share my €300k portfolio milestone with you!
My approach (28 years old, Quality-Growth Tech)
I pursue a buy-and-hold strategy with a focus on companies that have the potential to become real "compound machines". In doing so, I concentrate on:
Selection criteria:
Sector allocation: My portfolio is mainly focused on IT, semiconductors and financial services - sectors that I believe will continue to shape the economy in the future.
Core positions (>50% of the portfolio):
$NVDA (-2,07%) | $GOOGL (-0,13%) | $META (+0,1%) | $AMZN (-0,51%) | $MSFT (+0,36%) | $AVGO (-3,23%) The deliberate overweighting of the tech sector reflects my conviction that information technology remains the key growth driver.
New development: In addition, I have recently taken advantage of the high market volatility for short-term swing trades, which sometimes give me more and sometimes less return
Roast my approach! 😄
Where do you see weaknesses? What would you do differently?
china ordered to cancel purchase of $NVDA (-2,07%) chips
$MSFT (+0,36%) ; $NVDA (-2,07%)
$MSFT (+0,36%) plans to invest more than 30 billion US dollars in its UK business activities and artificial intelligence infrastructure over the next four years.
According to Microsoft President Brad Smith, the investment includes USD 15.5 billion for capacity expansion, building on the USD 3.2 billion Microsoft had already announced for UK data centers in 2023.
The technology company will also invest 15.1 billion US dollars in operations in the UK, including its AI lab in London, the gaming division and other activities.
As part of the plan, Microsoft will ship 23,000 advanced $NVDA (-2,07%) AI chips to the UK as part of the plan.
Smith noted that the business climate in the UK has improved in recent years, particularly after the UK Competition and Markets Authority dropped its opposition to Microsoft's takeover of Activision Blizzard in 2023.
The announcement comes ahead of US President Donald Trump's second state visit to the UK. Smith clarified that Microsoft had not received any request from the Trump administration to make this investment announcement.
Smith also emphasized that this investment is independent of OpenAI and its Stargate project.
Hello dear Getquin Community,
After $ORCL (-1,82%) Oracle caused quite a stir after the last quarterly figures and the market reacted extremely positively with a 40 percent increase in the share price, so much so that CEO Larry Ellison briefly became the richest person in the world overnight, I wanted to unravel the magic and find out exactly which division caused this tremor.
The answer is Cloud Infrastructure, or OCI for short. In this area, the demand for data centers for artificial intelligence has exploded, which has brought Oracle long-term orders worth 455 billion US dollars. However, it is not only Oracle that is benefiting, but also other hyperscalers, regional challengers and, above all, the so-called shovel manufacturers that provide the basic infrastructure.
I have taken the trouble to look for potential competitors and up-and-coming challengers so that you have a complete overview of this sector. I have divided the whole thing into the following segments: 🌍 Big players (hyperscalers), 💡 Hidden champions (selection by region), ⚒️ Shovel manufacturers (infrastructure suppliers) and, as always, my favorite.
If I have overlooked any important aspects or a classification was not entirely precise, I look forward to your comments and exciting additions. Together we can understand this topic even better and learn from each other.
Feel free to leave a 👍. I wish you every success with your investments 🚀
🌍 Big Player (Hyperscaler)
Amazon Web Services - $AMZN (-0,51%) (USA, Nasdaq) → World market leader with >30 % market share, huge data centers & own AI chips (Trainium, Inferentia)
Microsoft Azure - $MSFT (+0,36%) (USA, Nasdaq) → second largest provider, strong AI focus through OpenAI partnership
Google Cloud - $GOOGL (-0,13%) (USA, Nasdaq) → third largest provider, specialized in AI workloads & big data
Oracle Cloud Infrastructure (OCI) - $ORCL (-1,82%) (USA, NYSE) → Number 4 worldwide, currently fastest growth (+70-80 %), RPO USD 455 bn
Alibaba Cloud - $BABA (+2,78%) , $9988 (+3,46%) (China, NYSE/HKEX) → Market leader in Asia, complete cloud suite from IaaS to AI
Favorite: Oracle - $ORCL (-1,82%)
Oracle impresses with its cloud infrastructure OCI, which recently collected orders worth 455 billion US dollars. The moat lies in the close integration of the database business and cloud services as well as the multi-cloud partnerships with Microsoft and Google. The compounder property is the result of long-term contracts and economies of scale in data center construction.
Alternative favorite: Alibaba Cloud - $BABA (+2,78%) , $9988 (+3,46%)
Alibaba is number one in Asia and number four worldwide. The moat lies in the close integration with Alibaba's e-commerce and fintech ecosystem. The compounder property stems from the enormous growth in emerging markets and the increasing demand for cloud services in China. While the stock is valued significantly cheaper than Oracle, there are geopolitical and regulatory risks.
💡 Hidden champions (selection by region)
🇪🇺 Europe
OVHcloud - $OVH (+1,76%) PA (France) → largest European cloud provider, GDPR- and Gaia-X-focused
Scaleway - private (France, part of the Iliad Group) → Developer and AI cloud platform
T-Systems - part of $DTE (-0,36%) DE (Deutsche Telekom, Germany) → Hybrid & Sovereign Cloud for Public Sector
IONOS - $IOS (-0,19%) DE (Germany, Xetra)
Largest European web hosting and SME cloud provider. Burggraben: strong brand and high customer loyalty in the SME sector.
Aruba Cloud - private (Italy) → regionally strong in SMEs & hosting
Outscale - private (France, subsidiary of Dassault $DSY.PA) → Industrial Cloud & Simulation
Favorite: OVHcloud - $OVH (+1,76%)
Burggraben: strong position as a GDPR-compliant sovereign cloud with Gaia-X. Compounder: increasing trust from authorities and companies ensures growing recurring revenues.
🇨🇳 China
Baidu AI Cloud - part of $BIDU (+11,97%) , $9888 (+11,66%) (Nasdaq, China/USA) → AI workloads, autonomous driving, language models
JD Cloud - part of $JD (+2,22%) , $9618 (+1,77%) (Nasdaq, China/USA) → Cloud for e-commerce & retail
Kingsoft Cloud - $KC (+6,27%) , $3896 (+6,16%) (Nasdaq, China/USA) → Gaming, streaming and app cloud
China Telecom Cloud - part of $728 HK (HKEX) → Infrastructure cloud, state-supported
China Mobile Cloud - part of $941 HK (HKEX) → 5G edge cloud with telecom backbone
Favorite: Kingsoft Cloud - $KC (+6,27%) , $3896 (+6,16%)
Moat: Specializing in gaming, streaming and mobile apps with deep integrations into ecosystems. Compounder: benefits from China's growing online consumption and strong embedding in the Tencent environment.
🇯🇵 Japan
NTT Communications - part of $9432 (+0,05%) T (Tokyo) → Enterprise cloud with global network
NEC Cloud - $6701 (-1,68%) T (Tokyo) → Government & security solutions
Fujitsu Cloud K5 - $6702 (-0,42%) T (Tokyo) → Hybrid cloud for large companies
Rakuten Symphony Cloud - part of $4755 (+3%) T (Tokyo) → 5G & telecom cloud
IIJ Cloud - $3774 (+0,62%) T (Tokyo) → Cloud pioneer for enterprise IT
Favorite: NTT - $9432 (+0,05%)
Moat: global telecom backbone and huge enterprise customer base. Compounder: expansion of data centers in Asia and Europe with stable recurring revenues.
🇮🇳 India
Reliance Jio Cloud - part of $RELIANCE NS (NSE India) → Telecom Cloud, partnership with Azure
Tata Communications IZO - $TATACOMM NS (NSE India) → Hybrid cloud & global backbone
Infosys Cobalt - $INFY (NYSE/NSE India) → Cloud migration platform & consulting
HCLTech Cloud - $HCLTECH NS (NSE India) → AI-powered hybrid cloud
Wipro Cloud Studio - $WIPRO NS (NSE India) → MultiCloud service provider
Favorite: Tata Communications - $TATACOMM
Moat: global fiber optic network and deep networking in hybrid cloud. Compounder: growing international expansion and increasing demand for multi-cloud solutions.
🌏 Asia / Oceania
Naver Cloud - part of $035420 KQ (Korea KOSDAQ) → AI & gaming cloud
Samsung SDS Cloud - $018260 , $SMSN (-0,83%) KQ (Korea KOSDAQ) → Enterprise & IoT Cloud
KT Cloud - part of $030200 KQ (Korea KOSDAQ) → Telecom & Edge Cloud with 5G
Telstra Cloud - $TLS (-0,43%) AX (Australia) → Telecom Cloud, Asia-Pacific focus
Macquarie Telecom Cloud - $MAQ AX (Australia) → Public Sector & Compliance
Favorite: Naver Cloud - $035420
Moat: strong integration of AI and gaming in Korea. Compounder: rapid scaling due to growing demand for AI and ML applications.
🌍 Latin America
UOL Diveo (Compasso UOL) - private (Brazil) → Cloud + Managed Services
Tivit Cloud - private (Brazil) → MultiCloud for industry & banks
Locaweb Cloud - $LWSA3 SA (Brazil) → SME Hosting & Cloud
Claro Cloud - part of $AMX (+1,17%) (Mexico, NYSE/HKEX) → Telecom Cloud in Latin America
DesireCloud - private (Chile/Peru) → Local provider for companies
Favorite: Locaweb - $LWSA3
moat: Market leader for SME cloud and hosting in Brazil. Compounder: enormous scalability through the digitalization of small and medium-sized enterprises throughout Latin America.
🇨🇦 Canada
OVHcloud Canada - part of $OVH (+1,76%) PA (France) → Data centers for North America
SherWeb - private (Quebec) → Cloud and MSP services for SMEs
HostPapa - private (Canada) → SME cloud solutions
Canadian Web Hosting - private (Canada) → Cloud & hosting with a focus on data protection
Beanfield Cloud - private (Toronto) → Cloud combined with fiber optic infrastructure
Favorite: SherWeb - private
Moat: close ties to SMEs via managed services. Compounder: fast-growing cloud ecosystem for small businesses in North America, high customer loyalty.
⚒️ Blade manufacturers (infrastructure suppliers)
🖥️ Semiconductors & Chips
Nvidia - $NVDA (-2,07%) (USA, Nasdaq) → GPUs for AI training & cloud
AMD - $AMD (-0,35%) (USA, Nasdaq) → CPUs/GPUs for Data Center
Intel - $INTC (-0,85%) (USA, Nasdaq) → Server CPUs & AI accelerators (Gaudi)
TSMC - $TSM (+0,34%) (Taiwan, NYSE/TWSE) → largest chip manufacturer, produces for NVIDIA/AMD
Samsung Electronics - $SMSN (-0,83%) KQ (Korea) → Memory, foundry, GPUs/CPUs
Favorite: Nvidia - $NVDA (-2,07%)
Moat: near monopoly in high-end GPUs for AI. Compounder: Ecosystem and network effects through CUDA and developer community.
📦 Data center hardware & servers
Supermicro - $SMCI (+0,26%) (USA, Nasdaq) → GPU clusters & AI servers
Dell Technologies - $DELL (+2,71%) (USA, NYSE) → Enterprise Servers & Storage
Hewlett Packard Enterprise - $HPE (+1,55%) (USA, NYSE) → Hybrid Cloud & Edge
Inspur - private (China) → AI & Cloud Server
Lenovo - $LNVGY (+1,57%) (China/ADR) → HPC and AI servers
Favorite: Supermicro - $SMCI (+0,26%)
Moat: Specialization in GPU clusters and AI servers. Compounder: benefits from every expansion of the hyperscalers, extremely high scalability.
⚡ Memory & network chips
Micron - $MU (+1,65%) (USA, Nasdaq) → DRAM & HBM memory
SK Hynix - $HY9H (-4,38%) KQ (Korea) → Memory chips, HBM for NVIDIA
Broadcom - $AVGO (-3,23%) (USA, Nasdaq) → Network Chips & Switches
Marvell - $MRVL (+4,09%) (USA, Nasdaq) → Network & 5G chips
ASE Technology - $ASX (+0,52%) (Taiwan, NYSE) → Packaging for high-end chips
Favorite: Broadcom - $AVGO (-3,23%)
Moat: deep roots in network infrastructure of hyperscalers. Compounder: benefits from rising demand for switches and custom chips for the cloud.
🏭 Data centers / colocation
Equinix - $EQIX (+0,38%) (USA, Nasdaq) → largest colocation provider worldwide
Digital Realty - $DLR (-0,31%) (USA, NYSE) → Data centers worldwide, strong in Europe/USA
China Telecom DC - part of $728 HK (HKEX) → Data center infrastructure in China
NTT Data Centers - part of $9432 (+0,05%) T (Tokyo) → Data centers in Asia/Europe
NEXTDC - $NXT (+2,04%) AX (Australia) → Growing data centers in the APAC region
Favorite: Equinix - $EQIX (+0,38%)
Moat: global networking and extremely high switching costs for customers. Compounder: continuous expansion and cross-selling potential through platform structure.
🔋 Energy & cooling
Schneider Electric - $SU (-0,35%) PA (France, Euronext) → Power & Cooling for Data Center
ABB - $ABBN (-1,28%) (Switzerland, SIX/NYSE ADR) → Energy & Automation
Siemens Energy - $ENR (-2,21%) (Germany, Xetra) → Power Grids & Data Center Technology
Vertiv - $VRT (+0,53%) (USA, NYSE) → Cooling, Racks & UPSs
Eaton - $ETN (-1,23%) (Ireland/USA, NYSE) → Power Management
Favorite: Schneider Electric - $SU (-0,35%)
Burggraben: market-leading energy and cooling systems for data centers. Compounder: long-term growth due to increasing demand for efficient data centers.
🌐 Network & Connectivity
Cisco - $CSCO (+1,6%) (USA, Nasdaq) → Router & Network Hardware
Arista Networks - $ANET (+0,84%) (USA, NYSE) → High-speed switches for hyperscalers
Juniper Networks - Acquisition by $HPE (+1,55%) Hewlett Packard HP (USA, NYSE) → Routing & Network Security
Ciena - $CIEN (-0,41%) (USA, NYSE) → Fiber Optics & Optical Networks
Nokia - $NOK (+2,06%) (Finland, NYSE/Helsinki) → 5G & Core Networks
Favorite: Arista Networks - $ANET (+0,84%)
Moat: technological leadership in high-speed switches in hyperscaler data centers. Compounder: enormous growth opportunities due to exponential data traffic in AI workloads.
✨ Takeaway
The Oracle quake shows: Cloud & AI are the growth drivers of the coming years. While hyperscalers are in the spotlight, hidden champions are growing in their niches in the background and blade manufacturers are making money from every expansion of the infrastructure.
👉 Question for you: Do you prefer to focus on hyperscalers in your strategy? hyperscalersthe hidden champions or directly on the shovel manufacturers?
I look forward to your opinions!
Source: own analysis
Image - Image credit: Getty Images
Quiet here, but ASML's share price has been rising for weeks.
Why?
J.P. Morgan declared that the worst quarter of ASML NV (AS:ASML) is behind the company and confirmed its status as a top pick.
It cited an improvement in order development, strong demand in the logistics and storage segments and a clearer growth path for 2027 as reasons.
After a disappointing second quarter report, in which ASML stated:
"We continue to prepare for growth in 2026, but cannot confirm it at this stage",
the news situation for the company improved in August and September, according to the brokerage house.
Several developments have reduced uncertainty over the summer. As no tariffs will be imposed on shipments of semiconductor equipment to the US,
"uncertainty around US-related orders is likely behind the company".
ASML is expected to receive orders for its planned US capacity, while Nvidia's AI-related spending,
Broadcom
und (-3,23%) Hyperscale
-Kunden continue to be strong. TSMC,
ASMLs largest customer, reported year-on-year sales growth of 37% through August 2025, and analysts expect this trend to continue for the rest of the year.
The expansion of the 2-nanometer process at TSMC and the expected acquisition of the A16 process by Nvidia are expected to increase the demand for EUV exposure and bring ASML higher orders in 2026 and especially 2027.
The memory market also looks promising, driven by demand for high-bandwidth memory solutions.
DRAM prices remained strong, supported by continued AI-related demand, and J.P. Morgan indicated that the tight supply and demand environment is expected to continue until new greenfield capacity comes online in 2027.
Hi there, I’ve been a silent reader for the past months. But this is my portfolio. For context, I’m 20 years olds and active with investing since 2 years.
$XLKS (-0,47%) - the base of my portfolio, with the belief in tech for the longrun.
$NU (+1,27%) - Is my high conviction bet, as well as $IONQ which I’m looking to expand.
Other then this, I have some other “sleep well at night” picks I presume, that I also add to for dividends and stable growth.
Let me know what you think and my question is: Should I keep adding to $XLKS (-0,47%) or split up my position into $NVDA (-2,07%) - $AVGO (-3,23%) - $MSFT (+0,36%) - $ORCL (-1,82%) ?
Let me know and good luck to all of you!
This is my future of tech pack, well rounded and solid choices for the future of Technology. 20-25 companies and funds embedding real tech into the physical world. Built for resilient long-term growth — no hype, just strategy.
Not financial advice.
https://www.trading212.com/pies/lua2LbG5mCkbey24uUDCHJHdUyIa9
$SMT (-1,59%) - offer both a good choice of companies and private equity exposure
The L&G $AIAG (+0,68%) and $ROBE (-0,01%) funds reinforce some of the big techs and complement a small exposure to missing names.
Although diversified, doesnt miss some of the big names like $NVDA (-2,07%) , $MSFT (+0,36%) , $GOOG (-0,14%) , some of the potencial outperformers like $PLTR (-0,73%) , or the most likely quantum performers like $IONQ or $QBTS (+19,4%) and other interesting titles.
I readjust it from time to time. For example if $ONDS (+1,18%) keeps showing promise, I'll probably include it and take out for exemple $QCOM (+0,95%) somewhere in the future.
Have fun.
NVIDIA Corporation ($NVDA (-2,07%) ) is more than just a chipmaker—it's a leader in cutting-edge technology that powers artificial intelligence, gaming, data centers, autonomous vehicles, and more. As the demand for AI and machine learning continues to surge globally, NVIDIA stands at the forefront with its high-performance GPUs and deep learning platforms.
The company's consistent innovation, strong financial performance, and growing partnerships with tech giants like Microsoft, Google, and Amazon make NVDA a compelling investment. In recent years, NVIDIA has shown impressive revenue growth and strong profit margins, all while expanding its market dominance in AI and data center solutions.
With the rise of AI tools like ChatGPT and the broader digital transformation across industries, NVIDIA’s technology is more critical than ever. Analysts remain bullish on NVDA due to its scalability, solid leadership, and continuous investment in R&D.
If you're looking for a stock with long-term potential in a high-growth sector, NVIDIA is worth serious consideration. It's not just about riding a trend—it's about investing in a company that’s building the future.
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