Oberamtsrat

Pancakes in Berlin ./. Bratwurst in New York

[Commentary Donald J. Trump Posts From Truth Social @TrumpDailyPosts]

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[Oberamtsrat @MathiasMau1]

@aktien_max Ich hatte dein Beitrag vor paar Tagen so verstanden, dass du NVDA komplett verkauft hast. Aber du hältst weiter eine Position?
Kaufst du alle Bestandspositionen noch regelmäßig nach, also auch TSLA, PLTR, GOOGL, AMD, NVDA oder „nur“ die mit offensichtlicher Unterbewertung?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Semiconductor and semiconductor equipment stocks now account for a record ~18% of the S&P 500's total market cap, the biggest weighting for any single industry group.

This percentage has more than TRIPLED since the 2022 bear market.

By comparison, at the peak of the 2000 Dot-Com Bubble, Tech Hardware and Equipment peaked at ~26%.

Furthermore, the Semiconductor Index, $SOX, relative to the Magnificent 7 is up to 85 points, the highest since mid-2020.

This comes as $SOX has rallied +159% since the start of 2025, materially outperforming the Magnificent 7's gain of +30%.

This run in semiconductors is unlike anything in market history.

[Techaktien @Techaktien1]

Starke Dividenden-Saison voraus💶
15 Anhebungen
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Hier tippen, wenn Du gerne Dividenden sammelst: https://t.co/MXx7C37h3z

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[Oberamtsrat @MathiasMau1]

@JasonL_Capital @grok pls summarize these 10 prompts

[Cheddar Flow @CheddarFlow]

Someone just bought $11M+ worth of $GOOG Puts

[CHItrader @CHItrader]

IRAN'S ARAQCHI: TEHRAN DEMANDS A PERMANENT END TO THE WAR AND COMPENSATION FOR DESTRUCTIONS

[Oberamtsrat @MathiasMau1]

@aubayern Wäre mein erster Besuch in der Allianz Arena 🥹 wär das ne geile Sch..

[Oberamtsrat @MathiasMau1]

@aleabitoreddit Undervaluation is one aspect. What could be a catalyst for buying, in your opinion?

[TrendSpider @TrendSpider]

Revenue still growing 20%+ YoY.
Stock nukes -50%.

Math is hard. $NOW

[Oberamtsrat @MathiasMau1]

@CryptoNobler @grok ist dies eine wahre Aussage?

[The Earnings Correspondent @earnings_guy]

$SCHW (Charles Schwab) graph review before earnings today before open:

[Oberamtsrat @MathiasMau1]

@StockMKTNewz @grok in this List where you can the biggest Potential. Rank top 3 and your clear leader.

Bitte antworte auf Deutsch.

[Oberamtsrat @MathiasMau1]

@KobeissiLetter @grok welche Unternehmen trifft diese News am härtesten und welche profitieren? Bitte nenne mir jeweils deine top drei und antworte auf Deutsch.

[Oberamtsrat @MathiasMau1]

@aktien_max Siehst du die Sparte von Amazon in diesem Bereich als einschneidend für das Business von HIMS? Wie stark siehst du diese beiden konkurrieren?

[Heisenberg @Mr_Derivatives]

$CVNA $485 to $399.

It was too obvious that the S&P500 inclusion marked a top?

[LiveSquawk @LiveSquawk]

ICYMI: China Manufacturing Activity Expands For The First Time Since March, Beating Expectations - CNBC
https://t.co/6fkG5YoKoo

[CHItrader @CHItrader]

ATLANTA FED ANNOUNCES START OF SEARCH TO REPLACE RETIRING PRESIDENT RAPHAEL BOSTIC, PLANS “EXPANSIIVE” PROCESS RUN BY EXECUTIVE SEARCH FIRM

[CHItrader @CHItrader]

FITCH RATINGS: GLOBAL GAMING OUTLOOK NEUTRAL FOR 2026

[CANZUK ²  @geldhoch2]

Respect