DE

DotComTrader

Maybe DE, NKE, ABBV.

IronyElSupremo

What started as a value move from the US to Europe last year gained momentum as cybersecurity, their own home bias, etc. became added concerns. Modern Europe, however, favors its own large caps to fund social spending, so I’m mostly in their large cap/mid cap “luxury” export space (w/just a token amount in their small caps .. though that’s the same for me worldwide IJR + VSS). Looking at companies like SAP (DE) being in demand, though it’ll likely be a decade or 2 before Europe can be completely independent of US Big Tech. European pharmaceuticals are probably going to be another bright spot and of course luxury exports. Big thing may be EU banks if they decide to deregulate globally.

IncidentSome4403

Check NVD.DE, a healthy -1.28% today

IDreamtIwokeUp

Be very careful...space stocks are currently very pricey and very risky. Space is tough...a lot can go wrong. The 1-2% per trading day gain you see is mostly speculation on the share price...not EPS growth. You need to x-ray into each space stock you want to buy very carefully. Finviz can be a good tool for this. eg Here is Rocket Labs: [https://finviz.com/quote.ashx?t=RKLB&ty=c&ta=1&p=d](https://finviz.com/quote.ashx?t=RKLB&ty=c&ta=1&p=d) Just for this company (considered one of the "better" space stocks), we clearly see projected losses into 2026. A best case scenario is 0.47 per share in 2028. Given a current price of 35.66...that is a 3 year forward PE of 75.87. That is jaw droppingly bad. That would be bad as a 1 year forward PE...but a 3 year forward PE that is a a major alarm. Their debt is high (1.14 DE) and their short percent is 12.56 (too high). Basically the professionals who REALLY do the homework on stocks and know enough about them to short them...are betting that the price will fall. My advice would be to stay away from space stocks until they become less speculative.

lxXTrollXxl

thoughts on this https://www.reddit.com/r/brainrot/s/DE0CQJep2K

Designer-Book-8052

I have just checked, with Freedom24 (a EU broker based on Cyprus) JEPI (US46641Q3323) is available. I am in DE, though, not NL. Want me to check the availability of a few others?

easy2bwise

Development this year (in my currency SEK, from my broker app Avanza) +2,951,073 SEK Best this year iShares STOXX Europe 600 Banks UCITS ETF (DE) +919 442 SEK D-Wave Quantum +475 246 SEK Circle Internet Group +287 866 SEK Worst this year Rigetti Computing −489,286 SEK Quantum Computing −218,765 SEK Applied Digital −205,169 SEK

Mysterious_Hat_1890

Hold on milfy I live in DE hahaha

limezest128

I was just looking into changing from unhedged Euro SP500 (VUAA.DE) and Nasdaq (XNAS.DE) ETFs, to hedges ETFs for the same indexes for this exact reason. Full disclosure, I know nothing about these things. Should I just stay with my unhedged ETFs and wait out the cycles, as recommended in this thread? I plan to hold for 10-15 years.

M_from_Vegas

Rotational into industrials cause war and politics Those that make the small things that go into BIG things will do worse but be steadier than the BIG BOYS CAT DE RNBMY RYCEY make stuff that does stuff 🤑 APH ETN TEL makes the stuff that goes into stuff that does stuff 🤑

pingu_nootnoot

If you bought a „normal“ European model like a Mondeo or a Focus, then it was made in either Dagenham, UK or Köln, DE. If you bought e.g. a Mustang, it was a US import

Edyos

Hi everyone, I’ve been learning about investing over the past few weeks through YouTube and articles. I’m still a beginner and have made a few changes as I understood more. I’d really appreciate your honest feedback on my current setup. I’m 32 years old and investing for the long term (5–20 years). My goal is to grow wealth steadily and eventually build passive income. Here’s my current portfolio based on a €120/month investment plan: VWCE – 40% (€48) IS3N – 12% (€14.40) LOCK.DE – 12% (€14.40) ZPRG – 12% (€14.40) IDVY – 8% (€9.60) XAIX.DE – 10% (€12.00) 4GLD / IGLN – 6% (€7.20) Would love to hear what you think. Does this look balanced? Anything you’d adjust? Thanks!

carvafun

Yes PLTR US is the U.S.-listed stock, and PTX.DE is the German version. They track the same company, but PTX.DE trades in euros and may differ slightly due to exchange rates. If you have access to U.S. markets, buying PLTR.US is usually better for long-term investing

1UpUrBum

.DE is priced in Euro. You don't have to convert currency. Trading is really thin on that exchange. But the spreads look reasonable so it's probably not a problem. The value of the stock will be the same. They automatically adjust for currency fluctuations.

No_Combination_649

40% less sales this month in the EU than last year while the total sales of battery cars rose by 25% and this despite the new Model Y is a clear message that Tesla isn't welcome anymore. https://www.breakingthenews.net/news/details/64346139?culture=de-DE

CleverInternetName8b

Hoooooo doggie think I'm-a get me some of those 0DE oil calls if they don't bomb each other into oblivion at 6 AM their time.

mankey21

My whole port green except for DE and TSLA, puts on American manufacturing 

mrmrmrj

Any idiot can look at RSI. Any variable that any idiot can see is never going to help you time anything. If you are trying to time stocks, you have to be contrarian AND you have to be contrarian at the right time. There are 1,000s of physics and math PhDs trying to do this every second of every day at firms like Renaissance, DE Shaw, Jane Street, etc.

Zealousideal-Year169

I came across this post, and over the next two weeks I’m planning to open a long-term put on DE. The market in general has seen a decline in construction equipment sales, which makes up a significant portion of John Deere’s business, and I believe this will impact them. I’m in that market myself — I’m a distributor for another brand — and I’ve seen how Chinese machinery manufacturers like Sany are becoming strong competitors. DE is no longer the dominant player it once was. They report earnings in August, and I don’t expect them to perform well. This is just my personal point of view, but I’d be interested to hear what others think. In my country (Mexico), when I drive past John Deere distributors, I often see that they have a lot of inventory. It feels like they overstocked and aren’t selling as expected. Have you noticed the same in your city or country?

Hot-Championship1190

You can't go wrong with [Rheinmetall](https://www.comdirect.de/inf/aktien/DE0007030009).

Yafka

I have been selling Put options on NVDA, GEV, CRWD, CEG, DE, AVGO, MSFT

AluminiumCaffeine

" \*IRAN SIGNALS IT WANTS TO DE-ESCALATE HOSTILITIES WITH ISRAEL -- OFFICIALS -- WSJ \*IRAN SAYS PRIVATELY IT WILL RESUME TALKS IF THE U.S. STAYS OUT OF FIGHT -- OFFICIALS -- WSJ" Market says yawn?

According-Page8618

IRAN SEEKS DE-ESCALATION, SIGNALS WILLINGNESS TO RESUME NUCLEAR TALKS trump tweet incoming into ath.. mark my words

notexactly_butclose

Honestly I’m not concerned about the volume, but the sentiment. Imagine you’re DE Shaw or Millenium or Citadel (all Q1 entries) who just made a lot of money. Then you see the CEO selling 80% of his shares after hours. You’re probably going to walk away. That will snowball. Retail won’t be able to keep up with those volumes. If they think of it as negatively as I do and have already made money - why in the world would they not exit???

weasler7

Nah. RHM.DE Even better if you own it in euros since the dollar is gonna get devalued to dirt.

Routine_Slice_4194

Highly regarded retail and hedge funds buy 0DE calls which forces the market-makers to buy.

BigRedRuude

I also noticed that DE Shaw bought shares last quarter. Tiny amount for them ($9M) but still nice to see a high profile name like that. Today’s price action is nice to see especially on that type of volume… 4x average daily volume.

Sufficient-Neat7264

Hello first of all sorry for posting here, i have been following this sub for quite some time and also portfolios one , although im posting here since i have not enough karma ahah Back to the main subject im currently at 29, im self-employed and live in Portugal, my incomes varies a bit although i also don't have high expenses so i always keep some money aside and this year i decided to do some changes and think ahead in future and start investing, before i only used to leave my money at the bank at a low rate (2%) for 6months and just renew it. Started taking around 400euros every month and deposit it at a brokerage called XTB mainly because it is the only one with office in my country and has no commissions bellow 100k invested monthly and i use it to lower the expenses. It has various etf's and stocks, i did read most part of the bogleheads wiki, and did bought some shares on a low TER S&P 500 [SPYL.DE](http://SPYL.DE) (ISIN; IE000XZSV718) but since i'm aware it alone is not sufficient to build a portfolio i'm looking for some more diversification and have some ideas where to invest: 1) MSCI WORLD ex-US (main idea would be to have a part of the other developed countries) 2) MSCI CORE EUROPE (avoids the Japan allocation that the above point offers and historical has better performance) 3) FTSE ALL-World (well it alone covers pretty much everything developed and emergent but historical perfomance..., well i dont like it that much but i might be wrong) 4) And as an additional backup i think would be wise to hold some commodities such like gold through an ETC with a lower allocation of my portfolio What i was thinking is (S&P500) 70%/ (one of the options above or more but divided) 20% / ETC GOLD (10%) I already do have a fund emergency capable of living from it for more then 12months and in case of a bear market i could increase the monthly invested looking for better opportunities My goal is for retirement in 30'ish years and live comfortable with it, and since i have a good fund emergency i can live well with my investments, at the moment the etf i hold is on my coin, euros Forgot to mention currently i have no debts and very low expenses or basically none Thank you for reading it all and thanks in advance for all the advices

Lvl99_Index_Fund

UNH - United Health at $280 MCK - McKesson at $600 JPM - JP Morgan Chase at $200 DE - John Deere at $340 MITSY at $320 TSMC - Taiwan Semi Conductor at $150 NVDA - NVIDIA at $100 AAPL - Apple at $150 DPZ - Dominos Pizza at $400 XOM - Exxon at $80 Businesses are simple and understandable. Consistent operating histories. Favorable long term prospects. Management is rational. Management is candid with its shareholders. Management is high quality. Focus on return on equity, not earnings per share. High profit margins. Business can be purchased as a significant discount to its value (why I included the price levels). Economic moat, sustainable competitive advantage, which protects its profits from competitors and external threats. Strong balance sheet, characterized by significant cash reserves and a low amount of debt. You can ignore the target dollar entry points since you are DCA. I believe all the above companies meet the requirements for a great, long-term investment.

Anon387562

DE000UJ64TF9 send it.

iCanSeeShit

Same for Germany, I'm sure the business pack has the same stuff you want, except for maybe the heads up display. Which honestly is overrated, been useless in my EQE. CLA 250+ 55k CLA 350 with 4MATIC 60K [https://www.mercedes-benz.de/passengercars/mercedes-benz-cars/car-configurator.html/motorization/CCci/DE/de/CLA/LIMOUSINE](https://www.mercedes-benz.de/passengercars/mercedes-benz-cars/car-configurator.html/motorization/CCci/DE/de/CLA/LIMOUSINE)

ComprehensiveRun247

Can someone help me here because I’m a little confused with the difference of the two stocks. I was under the understanding that NG.L and NNGF.DE are the same stock traded at different exchanges. One in GBP and the other in EUR. If they are the same, why has NG.L gone up 1.5% today but NGGF showing as 0.8% down? It crossed my mind that the Exchange in Frankfurt was closed today BUT bank holiday was yesterday. What gives?

illustriouslock2626

bought a PLTR 0DE $130 call 😔

Ecstatic-Cow1994

This is AI generated garbage. DE less than 5% down from ATH. Poor example.

DrThomasBuro

Quote: A German court on Wednesday threw out a Peruvian farmer's lawsuit seeking damages from German utility RWE (RWEG.DE), opens new tab for allegedly putting his home at risk through climate change, as a damage-risk estimate was too small to take the case further. The court said no appeal was possible in the widely followed, decade-old case of farmer Saul Luciano Lliuya, claiming that RWE's emissions contributed to the melting of Andean glaciers and to a higher flood risk for his home.

cryptohorn

Gonna buy some puts on tesla, coreweave, Nvidia tomorrow. You hear that DE shaw.

MrHeavyRunner

DE:HR what a game!

MaxwellSmart07

DE has done very well.

neaorin

It's crowdsourced from willing FSD owners. It looks like the system is doing way better in Texas (1400 miles / 400 city miles between critical disengagements). But even with just ten cabs running around the city you'll hit the 400 city miles in just a few hours. And yes, I know that not every critical DE is automatically a crash. But Tesla can't really afford bad publicity about its robotaxis. So my bet is they will ramp it up slowly and cautiously. I think those reliability numbers need to be at least 100x higher before any kind of US-wide (never mind worldwide) rollout. Getting there will take time.

GhostsinGlass

For any of you Americans that are feeling a bit blue I have something to cheer you up, just pretend to be a peppy lil German for a bit. Look at the 5 year chart for RHM.DE (+2,532%) and listen to some [Eisbrecher - Wir sind Gold](https://www.youtube.com/watch?v=ZC6BXdvKgQg) So lasst die Gläser klingen, Wer trinkt schon gern allein?, Wir sind nur alle hier, weil ihr es wollt WIR SIND GOOOOOOLD

SureAce_

Walmart (WMT), John Deere (DE), Republic Services INC (RSG), Procter and Gamble (PG), Microsoft (MSFT).

jeffwinger_esq

https://www.bloomberg.com/news/articles/2025-05-20/stock-market-today-dow-s-p-live-updates?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc0Nzg2NTEyNywiZXhwIjoxNzQ4NDY5OTI3LCJhcnRpY2xlSWQiOiJTV0tWSzlEV0xVNjgwMCIsImJjb25uZWN0SWQiOiIxQ0Q2RDA0NEQ0OUI0OUY3QUNDNTAyN0E4Q0VCQTRDOSJ9.lWb95WKdWB7-DE8iwyvqaAThxiXvZawBe6nAIwUf9V0 Gift link. Enjoy!

_TheAfroNinja_

What does Wifi, 5G and 6G (wtf we have 6G now?) all have in common? Communications. What tool common tool do people use to communicate? Phones. What do you do on phones? You Call people. Answer is right there. Calls. 0DE SPY calls tomorrow.

Johnmcslobberdong

Can someone ELI5 how you guys make so much money in 30 minutes? I haven’t traded options and have no idea how 0DE works. Is the real money made with 0DTE?

Zealousideal-Ebb5334

# BOAS NOTÍCIAS DE NOVO POR NADA # Os eletrolisadores GenEco da Plug Power alimentam demonstrações ao vivo para clientes no The Green Box Innovation Hub 20 de maio de 2025: Local de demonstração ao vivo na Holanda já hospeda clientes líderes em plugues industriais SLINGERLANDS, NY, 20 de maio de 2025 (GLOBE NEWSWIRE) -- A Plug Power Inc. (NASDAQ: PLUG), líder global em soluções completas para hidrogênio, anunciou hoje que seus sistemas eletrolisadores GenEco estão em plena operação no The Green Box, um campus de inovação em tecnologia limpa na Holanda. O local conta com os eletrolisadores PEM de 1 MW e 5 MW da Plug, que agora estão operando em carga e apoiando ativamente demonstrações ao vivo e workshops técnicos para clientes europeus. A plataforma GenEco é um sistema eletrolisador modular de alto desempenho da Plug, projetado para implantação flexível em aplicações industriais, como refino, combustível de aviação sustentável (SAF) e produção de amônia verde. “Estabelecer um local de demonstração ao vivo na The Green Box é um passo fundamental para apoiar nossos clientes europeus”, disse Andy Marsh, CEO da Plug Power. “Poder apresentar o GenEco em condições reais reforça a confiança em nossa tecnologia e apoia as discussões comerciais já em andamento na região.” Visitantes recentes do local incluem Galp, Technip, Tata Steel, Sener e diversos representantes regulatórios e órgãos notificados. O lançamento bem-sucedido da produção de hidrogênio no local, em maio de 2025, demonstrou o sistema GenEco de 5 MW operando em plena carga e dentro das especificações, alimentado principalmente por energia solar local. Vários períodos de teste coincidiram com preços de eletricidade negativos, ressaltando as vantagens econômicas da integração dos sistemas da Plug com energia renovável local. A implantação da Plug foi viabilizada pela infraestrutura energética avançada da The Green Box, incluindo uma conexão à rede pública de 6 MW e uma rede de 10 kV operada de forma independente. Com mais de 18.000 painéis solares, o campus atende à maior parte de suas próprias necessidades de eletricidade e funciona como um centro de energia inteligente — ideal para hospedar e escalonar tecnologias como os eletrolisadores GenEco da Plug. A Green Box fortalece a presença europeia da Plug, servindo como uma vitrine ao vivo para os clientes e um centro de inovação. A Plug continua a avançar em sua estratégia regional com um pipeline ativo de oportunidades em eletrolisadores superior a US$ 21 bilhões entre 2025 e 2026, apoiado por programas de políticas como o Acordo Verde da UE, o RePowerEU e a Lei de Energia do Reino Unido.

SawToothKernel

> If this is a real rally why are all the stocks that track economic demand flailing? You mean like CAT, MMM, GE, and DE?

Jumpy-Mess2492

There are plenty of companies that benefit from tariffs. U.S. car manufacturers, GE Aviation (I missed buying their dip and hate myself), WHR, DE, TXN, plenty of others I'm sure. The big spending bill will be huge though and directly more impactful to profit.

SniXSniPe

Whew, was able to close my $18K of SPY 0DE Calls for some profit thank u power hour

CCM278

Same ones I picked last year, and the year before, my best picks haven’t changed in 25 years. MSFT, DE, RTX (was RTN). Have about 40 individual positions but only 3-4 are breakouts that carry the rest.

rc9876

Undergrad? Dalio. Tepper. Paul Tudor Jones. Izzy. DE Shaw. All went to good but wouldn’t say they went to top schools.

Magikarp_to_Gyarados

>I hate Musk as much as anyone, but wasn't this compensation a deal agreed upon before Musk took on responsibility to run the company? No. The deal in question is from 2018. Elon Musk became CEO of Tesla in 2008. The Delaware court invalidated the 2018 deal because it amounted to fraud. The 2018 proxy statement was filled with lies: * Tesla's board of directors claimed independence, when it wasn't independent * The proxy statement claimed that compensation milestones would be difficult, when Tesla's internal data showed otherwise * Tesla's board failed to conduct any meaningful negotiations with Mr. Musk on the terms of the deal. Musk drove the entire process. My analysis, with link to the DE Chancery decision and page numbers, is here: [https://www.reddit.com/r/TSLALounge/comments/1csbcae/comment/l48skci/](https://www.reddit.com/r/TSLALounge/comments/1csbcae/comment/l48skci/) **A contract is legally invalid if it was the product of fraud**

Distinct_Ordinary_71

- Euro MIC stocks have been a good bet since 2022. I am not certain how much the plans EU and DE have on rearmament will grow the sector versus maintain the current highs. Conflict in Ukraine ending will massively reduce revenue (ammunition immediately, equipment more slowly) and that needs new orders to offset. - RHM (and it's key suppliers) ≠ Germany. They really are more tied to defense fortunes than to German economy more widely - one caution with "defense" stocks is many of the companies are aerospace so you need to understand how much of a company is civil aviation (which suffers fast in slowdowns) versus defense. - you can get decent Europe ETFs, with or without UK. I still think , with the exception of defense, Europe will grow slower than US. - Spain indexes also strong separate to defense after major reforms post financial crisis that others (UK, France, Germany) avoided because they were not is as much pain back then and they are slower now as a result - rest of world or developed world ETFs were also hit less hard than US - I would still keep exposure to US. If not SP500 then QQQ simply because there just isn't a replacement for US tech and there will not be for a long time.

shabanko12

In the end, find good companies like DE/PGR/COST as examples and put a nice chunk into them and don’t ever ever sell. Add when you can. Obviously not advice but I can say by experience buying and holding solid companies can pay off big time.

SuperBearPut

I don't think anything meaningful will happen with DE until after the 90 day pause passes. In other words, I'm not too hopeful on any major price movement for DE 4 weeks out.

trade_time1

You are playing with fire with zero to DE bro, and you can’t take a small swing down? The real question is is your brokerage gonna close you and your position and charge you a major fee 2 to 3 hours because you do not have the capital to cover the possibility that you call may be executed? Trade station has done it to me twice anyway just my two cents and I may be way off base maybe this cannot even require that type of capital, I am drinking and just enjoying my Friday. Everyone talks about💎 hands, but I don’t know what that really means, my thought…grow some 🎾🎾 and make sure you close before 2 PM plus/minus

SheepherderNo97

How about Verve Group SE (M8G.DE)?

magnonymous322

How is this going buddy? Wdyt about Earnings and price movement in next couple of weeks? I am a DE bear as well that got impacted, but my Short positions are 4 weeks out, hopefully some magic happens by then.

newprofile15

And most importantly, the shareholders voted in favor of the pay package. After curing the supposed defects that Chancery claimed were present. DE Chancery has embarrassed themselves and sent corporations running for the exits.

greenpride32

I'm not sure about futher back in time, but the past 2-3 years, SP493 is flat with the Mag7 up substantially in the same window. What you said about some individual stocks is true. The problem is the index is weighted which means a much smaller company growing very fast is still a drop in the bucket to the index. The top 10 in the SP500 weight is somewhere around 30% of the index. Just because a DE did well in the past 5 years, it doesn't compare to an NVDA at the index level. NVDA's growth alone in the past 5 years is probably somewhere in the neighborhood of 20-30 DE's (just rough estimate - based on market cap of 140b to 3.t).

longisthewinter

I didn't touch COIN but still managed to successfully lose money on a BABA and DE earnings play 😏. Black swans are essentially unpredictable, don't beat yourself up about it.

newprofile15

DE court of chancery is sabotaging the state’s business friendly rep. Corporations are fleeing the state since Chancery simply refused to allow shareholders to decide what to do on Tesla.

noplanman_srslynone

DE is up on sales and profit but revised their guidance and > Deere in charts: Production and precision agriculture sales down 21% Y/Y in FQ2, construction & forestry -23% So ya make it make sense

Affectionate-End2461

Why DE goes up even with bad earnings and outlook? I’m confused and regarded.

Jerikolol

i didnt watch it, just also saw the articles basically paraphrasing that DE wont abandon Ukraine, theyll build a huge army etc

Own-Wolverine-5361

!banbet DE 510 2d

noplanman_srslynone

Too late to withhold guidance now I think. WMT gotta provide a roadmap along with DE tomorrow.

noplanman_srslynone

Trying to figure that out still:) WMT is up on earnings and has missed like 5 times? If they miss tomorrow we gonna paint the streets down to 565 again. DE is on deck tomorrow as well; both of which haven't really sky rocketed if you notice over the last week. LLY is having a bad time as well. I noticed because I had and have poots on them. Sad I sold 1 and 1 already but at 100% I take some money off the table. https://preview.redd.it/4cowbmbt5u0f1.png?width=639&format=png&auto=webp&s=27f96f4568bb5841a772eaf391b0276c0210e676

throwtrade89

Puts on DE, CAVA, AMAT 🤞

noplanman_srslynone

* PPI, Jobless Claims, Retail Ex Auto's * JPOW speaking and I think Old Bessy as well tomorrow * DE and WMT in the morning is what I'm watching for guidance and earnings

noplanman_srslynone

Big boys report tomorrow I'm watching DE, WMT and the bond market. TLT is at 2011 levels or so? Things are getting weird.

dangwdym

baba calls and DE puts 

Beneficial-Swim843

I don't understand people's obsession with the likes of DE and CSCO, in general, they don't move. BABA, BIRK, DLO, BOOT, NICE, CRWV, JACK, etc. etc. etc. all tend to move more and report today too. https://preview.redd.it/wyxget4dfs0f1.png?width=1195&format=png&auto=webp&s=853586358d975c77964083175a08a031d27fc3c4

Octavus

Who are DE's customers and how are their 🌽 futures doing to allow them to invest in new equipment?

JuggernautMoney3527

puts on CAT as a cheaper DE earnings play. this is financial advice

Glimmerofhope

How did DE move during the last earnings? It seems like they project low and beat their projections every quarter. They’re rated as bearish and overvalued by almost 10% but they have significant market share over their competitors. They also have significant institutional ownership. I think it’s hard to do puts on anything now the positives outweigh the negatives for me. But who knows if traders and institutions will find it as a great opportunity to lower their positions. It has potential to print but I don’t think it’s likely

Pristine_Ad_2251

DE, ZEE, and maybe BABA

noplanman_srslynone

Ya if those series of events don't happen then yay! We're back to ATHs and goofy valuations. Me I'll wait on the data for the most part. Some of that's earnings (WMT, DE, etc.)

noplanman_srslynone

I'm betting against the consumer this round; I think this latest 10% tariff 10% decline in the dollar (3 months) making a 20% gap on imports will push folks beyond their limit. PEP and PG BOTH MISSED EARNINGS? Coke is falling and COST took it's first dip today. WMT / DE are Thursday AM and they will speak very loudly on their guidance or lack of it. Behind the rally of tech are companies showing cracks; all those companies are consumer facing.

noplanman_srslynone

Feels like the dam starts leaking Thursday / Friday and goes from there. WMT is reporting and it's up to 4/30 along with DE 4/30. It's the first solid companies that can throw water on this buy fest. We'll see but this is greed pushing us to the stratosphere and not a whole lot more. We were oversold and 480, we're overbought at 590

Glimmerofhope

DE is a lowkey play folks

JuggernautMoney3527

DE puts!!!

renata

You'd have to be a DE or Technical Fellow to make that as IC at Microsoft, that's under a thousand people and none of them are getting laid off.

noplanman_srslynone

The danger zone is Thursday I think. WMT / DE and data coming in could spoil the fun.

baconography

DE puts for earnings?

noplanman_srslynone

WMT and DE will gauge the consumer on a few fronts on Thursday along with data from the Fed. Add on to that OPEX... might be a fun week.

k3t4mine

US-CHINA TRADE DEAL DOES NOT COVER "DE MINIMIS" EXEMPTIONS FOR E-COMMERCE FIRMS, SAYS SOURCE BRIEFED ON THE TALKS - FirstSquawk I'm so sick of trying to decode this shit. Does this mean there's still 145% tariffs on goods under $800? Isn't cheap shit 80% of what the US imports from China?

HND171

DE

noplanman_srslynone

Believe it or not CPI and inflation data is gonna matter. Believe it or not WMT downgrading guidance and DE doing the same will matter. Believe it or not Puts.

AtlasComputingX

DE / WMT / BABA / Sony / OKLO gonna rip this week looks to be a good week coming up let’s get it boys let’s see if we even hold 5600 on Monday tho first if not it’s gonna drag everything to the graveyard

noplanman_srslynone

Hey bear; DE earnings coming in 6 days... wanna be ghey with me?

rriggsco

Fuck man. Fired a DE .50 once. Fuck me!

noplanman_srslynone

I've loved it. Got me Some Sept LLY puts up 140% ... buying some puts on DE, DRI for Jan 26.. Basically long term bear. Short term we'll kick around but June opex i'd guess we are down 5% on SPY. Bought Some PRAA Calls and shares at 13 which I think they will get turned in to a "turn around story" with the new CEO. Never mind that they are a debt collection company. PGR is probably going to go to 300 before earnings so I may get in on some short term calls. Inflation data comes next Tuesday and then WMT earnings the 15th, their guidance will drive the market.

Fantastic-Trust770

DEI is anti white racism. My employer had a “white privilege” checklist on the homepage and prioritized hiring diverse candidates over merit based hiring. DE&I is motivated by racism and it antithetical to maximizing profits

BuffMaltese

I don’t care what anyone says, I’m holding my illiquid DE and HLT puts to the bitter end. None of this shit makes sense.

noplanman_srslynone

If you're up for a longer haul in terms of time DE is probably a good one to look at. DRI as well. John Deer who ya know makes stuff with steel and aluminium and whose main clients are farmers? Ya don't think they are going to all time highs this year. DRI is a restaurant chain and I think the consumer is gonna turn bad on the old stocky market in terms of data soon. WMT will tell he tale next week.

infamouskurou

How do you guys feel about AGCO CNH and DE 

balemo7967

TSLA: -45,9% in Germany vs April 2024 [https://www.kba.de/DE/Presse/Pressemitteilungen/Fahrzeugzulassungen/2025/pm20\_2025\_n\_04\_25\_pm\_komplett.html?snn=3662144](https://www.kba.de/DE/Presse/Pressemitteilungen/Fahrzeugzulassungen/2025/pm20_2025_n_04_25_pm_komplett.html?snn=3662144)

Jerikolol

okay that would be pretty bullish then. many thanks for the DE updates :)

Jerikolol

ok thanks, imma keep trying to find info. if Merz is out hypothetically, he seemed to be the big proponent of DE rearmant, and spending right? are there reasonable risks those 2 projects wouldnt be continued by someone else?

The3mpyrean

True also. Tesla is running on dreams and promises, yet its green after disastrous earnings. CEO is considering taking over unused VW plants to expand production. VW also sorta agreed. They have ways to expand if necessary. New artillery ammo plant is being built in DE. They’re building another plant in Ukraine which already has hundreds of millions in preorders. Vehicle systems had 87% growth YoY They also bought Spanish manufacturer fairly recently (expal) Seems like they are setting themselves up for long term. 2024 guidance was 2.8B in weapons and ammo, expecting 6-7B € by 2027. And thats only about 20% of their business. P/E is definitely a worry, but overall facts point to long term growth, given they are the powerhouse in EU and really the only ones that can pull this off in this scale. Ukraine war ending i don’t think will have such an effect. EU is getting ready for a war regardless. Ukraine war stopping is just gonna give putin time to rearm, properly study mistakes made in ukraine, and try again in a few years based on the same pretext “nazis, we’re protecting our people” and whatever else they’ll think of, but i think EU war with Russia is coming in the next 5-8years. I’d say 60-70% chance.