Niklas

🇪🇺
Foreign Exchange Trader
Geopolitics

[Abass @AbassFx_]

I saw a TikTok trader lose 5 trades in a row.
His account was down 90%.

Out of frustration, he entered another trade just to blow it completely.

Don’t be that guy.

That last 10% can still bring you back to 30%.
And that small recovery can rebuild your confidence.

If you’re going to lose an account,
let it be from following your rules, not emotions.

That’s how you grow. That’s how you become better.

[Yumi🌸 @samuraipips358]

“After you took your stop, the market moved sharply in the direction of your former position.”
Here is what you need to know when that happens📝

・What happens after your stop does not change whether taking it was correct
・If you exited according to your rules, your execution was successful
・Taking stops according to your rules is part of your edge

No one knows how the chart will move after an exit, and you do not need to know.
Your job is simply to repeat the actions you have tested beforehand and found to be profitable over the full series.
Your edge lies in the entire system, including losses taken according to your rules, not in any single trade.

Do not let the outcome of one trade influence you.

[Aakash Gupta @aakashgupta]

Google just signed to rent 110,000 GPUs from SpaceX for $920 million a month. The man collecting that check announced he's living in a trailer in Memphis.

The world's richest man could run this from a yacht. He chose a parking lot next to gas turbines.

And the trailer is why the site moves the way it does. One of the Memphis buildings came with 8 megawatts of grid power against a 340 megawatt load. Instead of waiting years for the utility, Elon parked dozens of rented gas turbines in the yard, bought a retired power plant across the state line in Mississippi, and stood up his first 100,000 GPUs in 122 days. Hyperscalers budget two to four years for a build like that. He did it in four months, then doubled it.

Nobody else in the industry can compress timelines like this, because nobody else puts the CEO's bed on the construction site. A design question that waits overnight for an executive to fly in costs a day, and analysts model the Colossus 2 buildout at roughly $35 billion of capital running near a full gigawatt. Every day saved on a machine that size is worth millions.

He slept on the Fremont floor and Tesla shipped the Model 3. Now he's doing it with the largest computer ever built.

An Airstream runs about $100,000. At $920 million a month, Google's rent covers that in five minutes. That's the trade. The cheapest object on the site is the reason the rest of it exists.

[Niklas @Niklas106103]

@KobeissiLetter Worst decade in modern history” and “highest tariffs ever” are stretched. WWII and the 1930s were worse, and Smoot-Hawley tariffs were higher than today’s..

[Niklas @Niklas106103]

Markets didn’t crash this week.

Fed hiked rates. Japan hiked rates. US yields hit 5%. All in the same week.

Still no drop.

Why?

Fear was already sold before the news.
Investors bought insurance (puts) in advance. Big firms that sold that insurance hedged by selling early.

When the feared crash never came and those contracts expired unused, they bought back.

That’s why Bitcoin bounced off 75k and stocks held.

News doesn’t crash markets. Unprepared sellers do.

This week they were already gone.

[Stefan Thöny @stefanthoeny]

Bis in die 1980er-Jahre war diese Tausendernote in der Schweiz noch im Umlauf.

Sie zeigt den Totentanz und sollte jeden, der Tausend Franken besitzt, daran erinnern, dass Geld nicht alles ist, alles vergänglich ist und er selbst auch eines Tages sterben wird.

Die Schweizer waren die einzigen, die den Tod selbst auf einer Geldnote verewigten und diese Mahnung auch auf das Geld selbst pressten.
Das sagt viel über die damalige Volksseele aus.

[Niklas @Niklas106103]

@InsiderGeo So much for their neutrality

[MagellanQuest 🇪🇺/acc @MagellanQuest]

A family from a small Austrian town quietly built one of the world’s most important lifting-machine companies.

You have probably seen its machines hundreds of times without noticing the name.

PALFINGER.

Its cranes sit behind truck cabins, lift timber in forests, handle containers, maintain railway infrastructure and move equipment aboard ships.

But that is only the visible part.

PALFINGER also builds offshore cranes, winches, lifeboats and davits, passenger-transfer systems, railway machinery and equipment for defence and coast guards.

Its machines operate across construction, logistics, energy, shipping, infrastructure and emergency services.

PALFINGER generated €2.34 billion in revenue in 2025.

It employs around 12,000 people and operates 30 manufacturing sites worldwide.

In Q1 2026 alone, revenue reached €561.5 million.

Its order book remained close to €1 billion — roughly five months of production.

The company is now targeting more than €3 billion in annual revenue by 2030.

Its core competence sounds simple:

lifting heavy things.

In reality, that problem becomes extraordinarily complicated when the machine has to work on a moving ship, beside an electrified railway, hundreds of kilometres offshore or from the back of a truck without tipping it over.

PALFINGER became the global market leader in loader cranes and built leading positions in hooklifts, timber and recycling cranes and railway systems.

Then it took that accumulated hydraulic, structural and control-system knowledge into increasingly specialized environments.

Offshore wind is one example.

PALFINGER supplies cranes for wind turbines and offshore infrastructure from Europe to Asia.

Its marine business entered 2026 supported by large offshore-wind projects including Formosa 4 in Taiwan, alongside offshore-crane and cruise-industry orders.

But perhaps the strangest extension of the technology appeared this year.

PALFINGER partnered with American construction-tech company ICON.

ICON is developing robotic systems capable of 3D-printing buildings.

PALFINGER brings what it calls its expertise in XXL robotics: controlling large structures, hydraulics and movements precisely enough to turn enormous machines into automated tools.

A company that began repairing agricultural machinery is therefore now contributing technology to robotic construction.

The ownership story is equally European.

PALFINGER has been listed on the Vienna Stock Exchange since 1999 and returned to Austria’s ATX index in March 2026.

But it remains anchored by the Palfinger family, while family member Hannes Palfinger continues on the Supervisory Board.

The industrial roots go back to 1932.

Josef Palfinger founded a repair workshop near Salzburg.

His son later specialized the company around hydraulic loader cranes.

What followed was nearly a century of compounding mechanical knowledge.

That continuity extends into how PALFINGER creates workers.

At its Lengau campus in Upper Austria, 134 apprentices are currently being trained across 16 professions.

PALFINGER has invested in apprenticeships for more than 50 years.

In 2025 one of its young technicians won bronze at EuroSkills, while another 25 apprentices began training at Lengau.

It also funds STEM scholarships with TU Wien.

This is the part of European industry that balance sheets struggle to capture.

A hydraulic crane is not just steel.

It contains decades of knowledge about structures, controls, materials, safety, manufacturing and servicing machines in hostile environments.

PALFINGER spent generations learning how to move heavy objects precisely.

Now that knowledge is being applied to offshore wind and giant construction robots.

Europe’s old industrial companies are not necessarily relics of the previous technological era.

Sometimes they are the institutions carrying its accumulated knowledge into the next one.

[Niklas @Niklas106103]

@RisewithZee @aakashgupta $29 is Apple’s official AppleCare+ fee for screen/back glass. That $279 is the out of warranty price coverage isn’t being applied. You dweep of a thing

[Niklas @Niklas106103]

@euromaximal Relax mate

[Niklas @Niklas106103]

Next week Trump and Xi sit down in Washington on AI guardrails.

The agenda: models that slip human control, weapons that act on their own, and whether the two sides can actually agree to slow the race.

China still bets the Great Firewall is enough. Chip restrictions will likely come up too.

This meeting could decide if they compete full speed or try to hit the brakes together.

[alexei @alexeixbt]

neuroplasticity works faster under high emotional intensity. if you can resist a craving when it's at its peak, you get a bigger rewiring effect. this is why the hardest moments matter most, they're not setbacks, they're high-voltage opportunities to change.

[Niklas @Niklas106103]

Bad news piled up this week.
Fed hike. Japan hike. US crypto bill failed.
Bitcoin still broke $80k.

The move started when US markets opened. Coinbase volume exploded. BlackRock led $159M into Bitcoin ETFs. The first push was real buying, not leverage.

The crowd did not chase it. Funding stayed calm.

$80k has failed before. Sept 25 options expiry is stacked at $82k and $85k.

Headline readers got scared. Real money bought.

A market that does not drop on bad news is running out of sellers.

Will $80k hold?

[Niklas @Niklas106103]

Gemini was supposed to hack a fake company in a test. Someone left the internet on.

The fake company had the same name as a real one. So Gemini went after real systems instead.

It guessed a password on one company. It found leaked logins on GitHub for two others.

Google says it stopped when it saw they were real and didn’t do any damage. The same test mix-up also hit OpenAI, Anthropic, and Meta.

Not Skynet. Just a sloppy test.

[klöss @kloss_xyz]

If you work in AI or use it daily, spend more time around people who don’t.

It’s very easy to confuse technical possibility with market reality.

I’m sitting in a coffee shop right now.

People are manually sorting through their emails, editing in Photoshop and DaVinci, sending LinkedIn messages one by one, and using essentially the same interfaces they were using 3 years ago.

Meanwhile, inside the AI bubble, people are orchestrating agents, living in terminals, automating entire workflows, and arguing about what comes next.

The distance between those two realities is massive.

For most people, AI is still better search, a useful second opinion, and an occasional assistant.

They have no idea what power users are doing right now. Like, seriously, none at all.

They don’t know what Grok Bot is. They’ve never heard of MCP. Mention Hermes and they’ll assume you’re talking about Greek mythology.

And that puts the opportunity into perspective.

The constraint isn’t intelligence anymore.

It’s translation.

Distilling the complex into the simple.

AI capabilities can change in months.

Human habits, interfaces, trust, and incentives change much more slowly.

Power users organize their lives around what is possible.

Everyone else organizes theirs around what feels familiar.

That gap matters enormously.

The biggest AI products won’t simply give people more capability.

They’ll hide the complexity of frontier AI behind behaviors people already understand.

Making the extraordinary feel obvious.

The lag between what AI can do and what ordinary people actually do with it is where some of the largest businesses in AI will be built.

Now make that lag your market.

[Boring_Business @BoringBiz_]

Still crazy to think that one of the smartest minds of history (Isaac Newton) lost all his money investing in a financial bubble

Goes to show that raw intellect has very little to do with being a good investor

[Steve Burns @SJosephBurns]

New traders think trading has shortcuts:

- Chasing feels like a shortcut around waiting.
- Oversizing feels like a shortcut to bigger profits.
- Predicting feels like a shortcut around uncertainty.
- Revenge trading feels like a shortcut to getting your money back.

Experienced traders learn that shortcuts rarely get you to success faster. They usually just cost you more along the way.

[Niklas @Niklas106103]

The US already had wide military access in Greenland under the 1951 NATO defense pact. That deal never expired.

After months of purchase-or-annex threats, the new agreement mainly updates that framework: Greenland is now a formal party so the rights survive independence, and non-NATO countries are barred from bases and sensitive investments without US approval.

No land changes hands. Denmark still holds sovereignty. Trump is selling an incremental update as a historic win previous presidents could never get.

[Niklas @Niklas106103]

🇪🇺 What’s actually happening in Europe

These are real, public moves after Russia’s war in Ukraine. Not a leaked invasion date.

🇫🇮 Finland
Reserve age raised to 65 from Jan 2026. Reserve heading toward ~1 million by 2031. Left the anti-personnel mine ban. Lifted the legal ban so allied nuclear weapons can transit or be present if needed. No peacetime basing announced.

🇪🇪🇱🇻🇱🇹 Baltics
Building the Baltic Defence Line: trenches, bunkers, anti-tank barriers. Left the mine ban in late 2025. Have discussed a bigger NATO nuclear role. No confirmed new warheads.

🇵🇱 Poland
Building Eastern Shield: obstacles, storage sites, surveillance, prepared mine belts. Target ~500,000 troops + reservists by the 2030s. Left the mine ban in Feb 2026. Wants a larger nuclear-deterrence role; officials say they do not want warheads stored there now.

🇩🇪 Germany
Cataloguing metros, tunnels, garages and basements as shelters. Aim: about 1 million shelter places.

🇸🇪 Sweden
Sent households the updated “In Case of Crisis or War” booklet.

🇩🇰 Denmark
Women now in the conscription lottery. Service moving from 4 months to 11 months.

🇫🇷 France
Published a public survival guide: kits, alerts, radiation, reserves.

🇬🇧 Britain
Updating government War Books. Planning a large home-defence exercise. Easier to recall former troops, potentially up to 65.

🇪🇺 EU
Advises 450 million people to keep 72 hours of food, water, medicine and cash.
This is deterrence and civil preparedness. It is not proof governments know a war start date they won’t tell you.

[mon @moninvestor]

Most of the time, do nothing.

Don’t gamble out of boredom, and wait. When one of the few opportunities that genuinely makes sense appears, size it properly and give the thesis time to play out. The hard part is resisting FOMO, chasing what’s already running and constantly rotating your limited capital.