฿ernhard

"Doubters do not achieve; skeptics do not contribute; cynics do not create."| just #crypto and stocks | none of my tweets is financial advice

[Freiheitsmensch @Freiheitmensch]

Ich habe das Wahlprogramm der Grünen für Berlin gelesen und bin ehrlicherweise schockiert. Unterschiede zu den Linken finden sich kaum noch. In Berlin haben die Grünen längst die politische Mitte verlassen.

- In Kapitel zwei wird ein Moratorium für die Errichtung von Büroflächen gefordert, Enteignungen sollen umgesetzt und Vermieter zu Sozialquoten verpflichtet werden. Wer die Sozialquote nicht einhält, wird zum Verkauf gezwungen, „vorzugsweise an ein landeseigenes Unternehmen“.
- Das Wahlrecht auf Landesebene soll nicht länger an die Staatsangehörigkeit geknüpft werden.
- In Kapitel vier erklärt man uns außerdem, dass Abschiebungen „generell nur in Ausnahmefällen“ erfolgen sollen und man „[d]as Konzept der sicheren Drittstaaten und Herkunftsländer“ ablehnt.
- Zudem soll der öffentliche Raum segregiert werden: „Safe Spaces“ für FLINTA*s in U-Bahnen und an öffentlichen Orten.
- Bei der Einstellung im öffentlichen Dienst und der Justiz „sollen Bewerber*innen mit Migrationshintergrund“ bevorzugt werden.

[Emanuel Boeminghaus @E_Boeminghaus]

Ich habe dieses Wochenende ein Wunder gesehen. Der Beginn vom Ende des IT-Customizing.

Im Rahmen unserer SOC2-Zertifizierung musste ich in Jira von Atlassian mehrere noch fehlende Projekte, Prozesse und Subtasks sauber aufsetzen.

Ich habe das mit Manus AI gemacht, obwohl ich vorher selbst nie ernsthaft Jira-Customizing betrieben habe.

Der entscheidende Punkt aber ist. Ich musste mit keinem externen Jira-Berater sprechen. Ich habe die anfänglichen Fehler, Missverständnisse und Unschärfen von Projekt zu Projekt auswerten lassen, danach korrigiert und erneut prüfen lassen.

Das Ergebnis ist besser, strukturierter und konsistenter als wirklich alles, was ich in der Vergangenheit von externen Beratern gesehen habe. Die Jira-Projekte sind jetzt vollständig auf unsere SOC2-Anforderungen ausgerichtet.

Aktuell lasse ich auf dieser Basis auch die dazugehörigen Arbeitsanweisungen neu schreiben, damit Prozesse, Verantwortlichkeiten, Nachweise und Prüfpfade sauber dokumentiert sind.

Auch die SOC2 Beratung ist meines Erachtens tot.

Gekostet hat mich das ungefähr 200 Euro an Credits. Gemessen am Ergebnis, am Umfang und an der Geschwindigkeit ist das absurd wenig.

Das klassische IT-Customizing, wie es bisher von externen Beratern verkauft wurde, steht vor einem massiven Umbruch, vor dem Ende.

Was machen all die Inder in zwei Jahren, die heute nichts anderes als Customizing machen?

Was machen all die Zertifizierungsberater in Zukunft?

Wow.

Gestern saß ich bis vier Uhr nachts daran, all das noch besser zu verstehen.

Wahnsinn.

Dazu gibt es nächsten Sonntag ein Video auf meinem YouTube Kanal.

[manager magazin @manager_magazin]

Boehringer Ingelheim streicht in Deutschland Investitionen von 900 Millionen Euro für 2027 bis 2030. Grund sind aus Sicht des Konzerns schlechte Rahmenbedingungen, Sparpläne im Gesundheitssystem sowie attraktivere Standorte im Ausland. https://t.co/C7LyhEC993

[Martin Varsavsky @martinvars]

Argentina tiene una paradoja brutal: posee comida, energía, minerales, talento, cultura empresarial, universidades, creatividad y una diáspora que triunfa en todas partes. No le faltan recursos. Lo que le ha faltado durante décadas es una señal creíble de que producir, invertir y arriesgar no será castigado por el siguiente gobierno.

Por eso el fenómeno Milei no debe medirse solo por simpatía ideológica. Lo importante es el cambio de mensaje que Argentina le envía al mundo: el Estado no puede seguir siendo el socio que no pone capital, no trabaja, no innova, pero se queda con la mayor parte del resultado y encima cambia las reglas cuando algo sale bien.

El capital no se enamora de los países. El capital calcula. Mira si una norma sobrevive a una elección, si un juez respeta un contrato, si un funcionario puede bloquear un proyecto, si la inflación destruye el plan de negocios y si el empresario será tratado como creador de riqueza o como sospechoso permanente.

Argentina no necesita que el mundo le tenga lástima. Necesita que el mundo vuelva a creer que es posible planificar a diez años allí. Esa es la batalla central: pasar de ser un país de oportunidades obvias pero reglas imposibles a ser un país donde el talento pueda quedarse, el ahorro pueda invertirse y el éxito no pida perdón.

Si Argentina consigue sostener esa credibilidad, no estará “volviendo” a ningún pasado idealizado. Estará haciendo algo mucho más difícil: construyendo por primera vez en mucho tiempo un futuro donde sus ventajas naturales y humanas no sean anuladas por su propia política.

[Christian W. Röhl @CWRoehl]

„Klumpen“ gab‘s schon immer an der Börse: Was heute die Tech-Dominanz ist, war um 1900 der Investitions-Boom rund um Eisenbahnen – die damals sogar noch einen viel größeren Anteil an der Börsenkapitisierung hatten.
[Aus dem neuen Buch von @MebFaber: „Investing in America“]

[Wolfgang Tietze @WolfgangTietze3]

Wer sah Ran Gvili – und wer schwieg?
Sophie von der Tann (ARD) berichtete über die Bergung des letzten Leichnams in Gaza – doch die Geschichte begann schon viel früher. Ihr Kameramann Osama S. Ashi filmte bereits am 07.10.2023 aus nächster Nähe, wie der Leichnam des israelischen Soldaten Ran Gvili in das Al-Shifa-Krankenhaus verschleppt wurde.
Wie passt das zusammen? Wenn der Kamera-Mann der ARD die Verschleppung dokumentiert, während die Korrespondentin Monate später über die Bergung berichtet – wo waren dann die Augen und Ohren der Redaktion? War die Zusammenarbeit mit den sogenannten „Ortskräften“ ein Akt blinden Vertrauens, oder steckt hinter dem Ausbleiben der Berichterstattung eine bewusste Entscheidung?
Eine forensische Analyse des Schweigens im kommenden Dossier: „Lost in Nahost – Die ARD in den Fängen der Hamas“.
➡️https://t.co/0xN3eTIotC

[Ole Lehmann @itsolelehmann]

Germany is a sleeping giant of physical AI

everyone's been writing Germany off in the AI race because there's no German OpenAI and no big data center story.

but theres actually two AI races happening:

the first is software. chatbots, LLMs, data centers. US/China are winning that, not even close.

the second one is physical. robots that pick up boxes, weld cars, carry groceries, stack pallets.

and on this one Germany is one of the top contenders in the world

this stat might convince you (it convinced me):

Germany is 3rd in the world for robots per factory workers (449 robots per 10,000 human workers).

only South Korea (1,220) and Singapore (818) are ahead.

Japan is behind at 446. the US is all the way back at 307.

so Germany already runs more of its economy on robots than almost anywhere else on earth.

and the German companies building this next wave of physical AI are some global heavyweights.

a few worth knowing...

> Neura Robotics in Metzingen is building humanoid robots and raising €1B from Tether at a €4B valuation (this was March 2026). Volvo already in from an earlier round.

> Sereact in Stuttgart raised $110M in April 2026 to build the software brain that lets robots see and grab things. already runs 1 billion+ real-world picks for BMW, Mercedes, and Daimler Truck.

> Agile Robots in Munich was the worlds first robotics unicorn. revenue doubling yearly, around €200M now, heading for €1B.

>RobCo in Munich raised $100M in early 2026 at a ~$500M valuation. their robots learn new tasks by watching a worker do it once instead of getting programmed line by line. already pushing into the US and aimed at the small and mid-size factories that make up most of german industry.

> Fraunhofer (Germany's network of 76 applied research labs) built the evoBOT in the video below. self-balancing, two arms, carries 100kg of cargo, being tested at Munich Airport right now.

but why is Germany specifically well positioned for physical AI though?

three things stack on top of each other.

first, the factories. Germany has thousands of family-owned precision manufacturing shops that have been logging sensor data for decades.

that data is basically the training fuel for physical AI and almost nobody else has it at this depth.

second, the customers are already there in-country.

VW, BMW, Mercedes, Porsche, Bosch, Siemens. a robotics startup in Stuttgart can ship its first commercial deployment to a brand everyone recognizes in year one.

that's why Sereact's customer list reads like a german car show lol.

third, the engineer pipeline. Fraunhofer spins out companies like Agile Robots straight from its labs. KUKA built the first 6-axis electromechanical robot arm back in 1973. they've been doing this for 50 years.

so the chatbot race is mostly settled and Germany lost spectacularly

but the robot race is still early innings. and i think Germany's well positioned

[JM Rothberg @JMRothberg]

Hyperfine to Join Russell 2000® and Russell 3000® Indexes $HYPR https://t.co/v4eQ9w03qp

[JM Rothberg @JMRothberg]

The crowd still thinks the AI boom is just software. $HYPR

They are missing where the real opportunity is: companies that put AI inside life-saving machines @Hyperfine

Now imagine a company with an $NVDA collaboration, joining major Russell indexes, and building the kind of medical platform institutions have to own. First comes awareness. Then comes forced attention. Then comes excitement.

Hyperfine to Join Russell 2000® and Russell 3000® Indexes - https://t.co/EjehfDBzjp

[NeuroNews @NN_publishing]

.@Hyperfine has announced the presentation of results from the PRIME study—which is evaluating portable rapid imaging with the company’s AI-powered Swoop system in medical emergencies—at the 2026 @SAEMonline annual meeting
@kevin_n_sheth @sheth_kevin
https://t.co/v6eJD9lInc

[InvestorsHub @Investors_Hub]

Hyperfine shares rise after expected Russell index addition (HYPR) https://t.co/YqfP1KIdc5

[stock setter @MarcJacksonLA]

$HYPR
Hyperfine to Join Russell 2000® and Russell 3000® Indexes
https://t.co/31UMz7lTl3

[Kim Ross @KimNaRoss]

Hyperfine stock gains on expected Russell 2000 index inclusion

[฿ernhard @KriptoBernhard]

@JMRothberg @Hyperfine Wonderful news and a positive development

[฿ernhard @KriptoBernhard]

Great!

[JM Rothberg @JMRothberg]

Hyperfine to Join Russell 2000® and Russell 3000® Indexes $HYPR https://t.co/v4eQ9w03qp

[฿ernhard @KriptoBernhard]

Wenn man mal die Euphorie zum Börsengang von $SPCX SpaceX einen Moment beiseite legt…

[Leo Edge @LeoCapital_01]

A message for my $TSLA friends eyeing the SpaceX IPO $SPCX.

I traded $TSLA for years. I know the community. I know the excitement when Elon takes something public. But before you chase @SpaceX at $1.75 trillion, read the S-1 carefully.

SpaceX doesn't need your money.

They raised at $800B in private tenders six months ago. They could raise $50B privately tomorrow with a phone call. This IPO isn't about raising capital. It's about giving insiders liquidity.

95% of @SpaceX shares are held by insiders. Only 5% will be publicly traded. Insiders hold $1.66 trillion in paper wealth they currently can't sell. The IPO changes that.
And they've structured it so insiders can sell BEFORE the standard 180-day lock-up expires. @SpaceX built in early release provisions -- after the first earnings report, insiders can sell up to 20% of their shares.

They're also reserving 30% of IPO shares for retail. Ask yourself -- when has Wall Street ever given retail the best seats in the house unless retail was the product?

100x revenue.
$4.9B net loss.
xAI burning $6.4B a year while @Starlink subsidizes it.
This isn't 2020 Tesla at 20x revenue with a clear path to profitability. This is a different risk profile.

Now here's the part I want you to actually consider.
SpaceX's S-1 sizes their satellite-to-phone business (Starlink Mobile) at a $740 billion TAM. Their Connectivity segment does $11.4B at 63% EBITDA margins. Those numbers are real and impressive.
But buried in the S-1, @SpaceX names their D2D competitor: $ASTS .

@AST_SpaceMobile $40 billion market cap.
Not $1.75 trillion. $40 billion.

Here's what $40B buys you:
98.9 Mbps proven from space to unmodified phones (SpaceX does 3-5 Mbps)
The only low-band D2D spectrum access on Earth (indoor coverage SpaceX can't match)
All three US carriers forming a joint venture around ASTS technology
Google invested $358M
their largest public equity holding
AT&T, Verizon, Vodafone as equity investors
$3.5B cash, $1.2B contracted backlog
3,900 patents, custom ASIC in production
Three satellites launching on a Falcon 9 next month
60 carrier partners covering 3 billion subscribers

@SpaceX at $1.75T is pricing perfection across rockets, satellites, AI, and Mars. One miss and it corrects hard.

$ASTS at $40B is pricing uncertainty in a $740B market where the technology is already proven and the carriers have already chosen sides.

The Tesla community knows what it feels like to find a mispriced stock before the world catches on. $TSLA at $30 pre-split wasn't obvious to anyone except the people who did the work.
$ASTS at $106 in a $740B market with 33x faster speeds than SpaceX D2D, a carrier JV, and institutional discovery just beginning -- that's the same kind of setup.

So before you throw money at a $1.75T IPO where insiders are building exit ramps, maybe look at the $40B competitor they named in their own filing.

Not financial advice. Just math.

$ASTS 🛰️
cc @SawyerMerritt @unusual_whales @DanBTC916

[Leo Edge @LeoCapital_01]

A message for my $TSLA friends eyeing the SpaceX IPO $SPCX.

I traded $TSLA for years. I know the community. I know the excitement when Elon takes something public. But before you chase @SpaceX at $1.75 trillion, read the S-1 carefully.

SpaceX doesn't need your money.

They raised at $800B in private tenders six months ago. They could raise $50B privately tomorrow with a phone call. This IPO isn't about raising capital. It's about giving insiders liquidity.

95% of @SpaceX shares are held by insiders. Only 5% will be publicly traded. Insiders hold $1.66 trillion in paper wealth they currently can't sell. The IPO changes that.
And they've structured it so insiders can sell BEFORE the standard 180-day lock-up expires. @SpaceX built in early release provisions -- after the first earnings report, insiders can sell up to 20% of their shares.

They're also reserving 30% of IPO shares for retail. Ask yourself -- when has Wall Street ever given retail the best seats in the house unless retail was the product?

100x revenue.
$4.9B net loss.
xAI burning $6.4B a year while @Starlink subsidizes it.
This isn't 2020 Tesla at 20x revenue with a clear path to profitability. This is a different risk profile.

Now here's the part I want you to actually consider.
SpaceX's S-1 sizes their satellite-to-phone business (Starlink Mobile) at a $740 billion TAM. Their Connectivity segment does $11.4B at 63% EBITDA margins. Those numbers are real and impressive.
But buried in the S-1, @SpaceX names their D2D competitor: $ASTS .

@AST_SpaceMobile $40 billion market cap.
Not $1.75 trillion. $40 billion.

Here's what $40B buys you:
98.9 Mbps proven from space to unmodified phones (SpaceX does 3-5 Mbps)
The only low-band D2D spectrum access on Earth (indoor coverage SpaceX can't match)
All three US carriers forming a joint venture around ASTS technology
Google invested $358M
their largest public equity holding
AT&T, Verizon, Vodafone as equity investors
$3.5B cash, $1.2B contracted backlog
3,900 patents, custom ASIC in production
Three satellites launching on a Falcon 9 next month
60 carrier partners covering 3 billion subscribers

@SpaceX at $1.75T is pricing perfection across rockets, satellites, AI, and Mars. One miss and it corrects hard.

$ASTS at $40B is pricing uncertainty in a $740B market where the technology is already proven and the carriers have already chosen sides.

The Tesla community knows what it feels like to find a mispriced stock before the world catches on. $TSLA at $30 pre-split wasn't obvious to anyone except the people who did the work.
$ASTS at $106 in a $740B market with 33x faster speeds than SpaceX D2D, a carrier JV, and institutional discovery just beginning -- that's the same kind of setup.

So before you throw money at a $1.75T IPO where insiders are building exit ramps, maybe look at the $40B competitor they named in their own filing.

Not financial advice. Just math.

$ASTS 🛰️
cc @SawyerMerritt @unusual_whales @DanBTC916

[Franz von Holzhausen @woodhaus2]

After nearly 18 years I can stop working on Model S and X. We put so much love into these products, but will continue to pour that into the future products. Thanks to everyone who believed in and supported these cars through the years. We strived for the best and will never stop. Saying goodbye to something great and making room for something even greater!

[Frédéric Schwilden @totalreporter]

Timmy ist Deutschland pur.

Geld und Aufmerksamkeit auf ein Problem werfen, um sich besser zu fühlen.

Aber am Ende absolut keinen Unterschied machen.

[Wolfgang Tietze @WolfgangTietze3]

Vielleicht schaffe ich heute noch 3000 Follower? Für die Artikel und deren Verbreitung wäre es sicherlich von Vorteil.
Danke euch vielmals.