weekend investor

Passionate about tech and investing. Not a financial advisor. Just my random thoughts.

[weekend investor @Julian_Rei99]

I've been building my €180.000,- portfolio since 2022.
My long-term goal is to outperform the S&P 500. Currently, I am in the lead.
Since 2022, I have had an average annual return of 24.47%.

Here is my full portfolio:

[weekend investor @Julian_Rei99]

@oguzerkan Agree.
The only thing that could harm compute is fef decision, politics. But clearly not demand.

[weekend investor @Julian_Rei99]

@MsVeilMoney Maybe it is. But personally prefere $NBIS. It hase more potential to become a hyperacaler and get a higher moat.

[weekend investor @Julian_Rei99]

@moninvestor Not with $NKE it seems. There are still guys bullish on this.

[weekend investor @Julian_Rei99]

@Mr_Derivatives That might actually be an idea for a swing trade. Personally, I wouldn't invest long-term. The hype will die down 3-4 years after the release.

[weekend investor @Julian_Rei99]

@GabGrowth I will!

[weekend investor @Julian_Rei99]

Does anyone here not make any investment decisions based on this war? I personally focus almost exclusively on what the companies are driving forward in terms of quality.

[Bloomberg @business]

The US is increasing diplomatic pressure on Iran by proposing that Tehran be referred to the U Security Council over its stonewalling of nuclear inspectors https://t.co/HYbgdeSWyU

[weekend investor @Julian_Rei99]

@damnang2 The likely reasoning is that more capacity leads to more usage, and more usage leads to a capacity bottleneck. Currently, most models are limited by the number of tokens. If this limit is removed, I'll use it much more, requiring more capacity.

[weekend investor @Julian_Rei99]

@FT This is a huge number. Lets see if it is better than the one from samsung. I don't expect this will have a big influence on sales though.

[weekend investor @Julian_Rei99]

@CNBC That doesn't surprise me after the problems with marketing the new models.

[weekend investor @Julian_Rei99]

@Fiscal_ai Normally I would say no. But it seems that more computing power leads to more demand, and more demand leads to more computing power. A seemingly endless cycle.

[weekend investor @Julian_Rei99]

It's interesting to watch other space companies succeed.
Especially since this is a European company.
However, $RKLB remains miles ahead.

[Financial Times @FT]

A German start-up has become the first ever commercial entity to launch a rocket into orbit from Europe, marking a leap forward for the continent’s efforts to catch up with the US space market. https://t.co/Ot9wRx8hOK

[weekend investor @Julian_Rei99]

@aleabitoreddit I have the feeling that this will end very bad sooner or later.

[weekend investor @Julian_Rei99]

@FT Interesting to see. But I don't see any threats to $RKLB

[weekend investor @Julian_Rei99]

@WillBiddy_ Do you own any shares? I used to hold them but sold them because I wasn't sure if the moat would last in the long term.

[weekend investor @Julian_Rei99]

Good Morning everyone,

both he S&P500 and QQQ are starting green today in Europe.
The US stock market is closed today. What are we researching today?

[weekend investor @Julian_Rei99]

@amitisinvesting Agree.
If there is a market for so many different car brands, there is also a market for Tesla, Waymo Uber and all others. But the battle will be very interesting to watch.

[weekend investor @Julian_Rei99]

@SelfMadeMastery I know that feeling. However, I dreamt last night that I had 10k followers on X. Let's try making that a reality.

[weekend investor @Julian_Rei99]

@Tglocks215 @MsVeilMoney Agree. If they want they can already print a ton of money.

[weekend investor @Julian_Rei99]

@LongGameEquity Buffett said that the circle of competence does not mean understanding every aspect of the business, but mainly how it makes money. But I agree, I think its the new CEO who is highly involved this time.