EU

KinkyQuesadilla

Trump is such an immature malignant narcissist that he, in his mind, has to punish any countries that have a trade deal that the US doesn't, and perhaps especially after the EU cancelled the deal after Trump's personal desire to conquer Greenland.

Apprehensive_Law7629

Meanwhile EU and India are signing the biggest no-tariff trade deals in their story 🥲.

Inevitable_Fuel7244

At this point I don't think the markets are going to react to these threats anymore at all. EU was the last tariff TACO opportunity IMO. Unless he starts following through everyone and their grandmother know it's just a bunch of hot air.

DoughnutCareless583

I'm sure the EU would be happy to have Canada's support on development of non-US based systems.

Interpersonal

Canada gets tariffs. South Korea gets tariffs. EU gets Tacos!

gizamo

Well, that's true, except for direct imports of Korean products to US customers. For example, tariffs on Samsung and SK Hynix will result in AI infra projects dumping to Micron. Similarly, Hyundai and Kia prices will bump up, resulting in (probably marginally) better sales for US and EU automakers....not that anyone would ever invest in them anyway. Lol.

Creative-Process-504

Why do other countries even bother responding. If I was EU, china or any other country that got the tariff, I would just give him the silent treatment and put the exact same amount of tariff as the US

damnedifyoudonthave

Not only that, manufacturers will eat some cost to preserve market share. EU Manufacturers in the automotive, machinery, pharmaceutical, and specialized food sectors are currently eating some of the US tariffs to do just that. I love how everyone runs to their college econ books and gives me the history but there is real time data to be had.

CapDris116

I can see EU dropping US treasuries over the shootings.... We so cooked

hideyourfire

From what I understand, India represents the biggest portion of their users. Most of this reflects NA and EU conversion rates.

AngryGranny1992

Everything crashing. 100% tariff with Canada, EU pulling money out of USA, fomc no rate cut decision on Wednesday, government shutdown likely starting Jan 31, attack on Iran within the next month( USA has been transporting a lot of military tech and weapons to the middle east) So calls it is I guess, cause nothing makes sense in this market😅

pink_ego_box

You don't have any idea what you're talking about. Large central banks (China and India, EU is next) are dumping UST and buying gold, and Newmont is preparing a hostile OPA of Barrick that could result in a strong upside movement for $B. OP will at least walk away with 10, maybe 20M.

dcrockett1

The EU is on a downward trend and nothing has changed. The U.S. and EU had the same size economies 20 years ago and the EU economy just gets smaller and smaller by comparison They have no answer to any tech, they don’t have manned space flight or reusable rockets, their car industry is floundering, they’ve got nothing

Consistent-Duck8062

You have no idea how european economy is. It's propped up by world's giveaways, basically. They don't buy from US for a long time already - because they can't afford it. I'm europoor, I can vouch for all of this. And as far as insufferable pricks go, you'd hardly find anyone more annoying than current EU leadership. Imagine if rich kid grew up sheltered and never met a common man or real work in their entire life. That's Macron, van der Leyen, Merz.

Dizzy_Maybe8225

Yes, I sold all of my SLV holdings just before Trump declared tariffs on the EU, then started adding again after that. I don't hold much as of today, but if companies like Tencent start acquiring gold or silver, then I will change my criteria.

Faktafabriken

Well I’m long SAAB already, the stock is an ok hedge both to USA threatening allies and ramping up economic conflict with EU.

dcrockett1

It’s not even dooming, it’s just following a trend a like The U.S. and EU had the same size economies 20 years ago and the EU just gets smaller and smaller by comparison They have no answer to any tech, they don’t have manned space flight or reusable rockets, they’ve got nothing

NewDawn101

Everyone hating on America but no one buying EU or China stocks

somecleverphrase

new EU member*

ShittyUsernane1222

the year is 2033. Neon Towers fill the skylines. Corporations rule the autonomous federation of city-states which now form the US with an iron fist after Trump and Thiel was thrown out of power by a joint operation of pan Arab expeditionary forces, chinese special forces and Eurotroopers (EU heavy infantry). All human norms, social bonds, body conventions have been eliminated as human and robot distinction dissolves and human minds meld with the net a la serial experiments lain. AI, Space Exploration, Space colonies and Transhumanism has reached new heights. China has broken the United States and become new Hegemon. Eurogold (Gold-backed Euros) and Eurosilver (Silver-backed Euros) is the new currency of the world. Nick Lands wet dream becomes true. SPY is still oscillating between 680-690.

Plus-Professional-84

Stop listening to BS like sell america. Institutional investors, governments, central banks and corporates (including funds) are not going to dump the US treasuries they own. It would be the most self destructive thing they could do. The EU collectively (aggregating a very fragmented ownership of investors, retail, banks, insurance, institutions, governments, central banks that all have different mandates, regulatory responsibilities/obligations and which are independent from one another) has an exposure of 8 trillion dollars to treasuries ([according to JPM](https://privatebank.jpmorgan.com/latam/en/insights/markets-and-investing/tmt/debunking-the-sell-america-trade-why-europes-move-could-fall-short#:~:text=to%20be%20unleashed.-,The%20Treasury's%20nightmare,Mission%20accomplished?)). I do not know the proportion of stock (owned) versus flow in this figure, but it is extremely likely that the majority is not sellable per se. Nonetheless, selling America does not seem probable at all. First of all, it is unlikely (to nearly impossible) everyone would dump their positions in a coordinated way, just because of spite. It would require a serious overhaul of current banking and insurance regulations, finding alternative liquid assets as collateral for trades, etc etc. So this happening overnight, even within 2 years (ie how long the administration has left to govern) in extremely unlikely. Second, there would be no way the market could ever absorb such a huge amount in the short term without a severe repricing. This would make bond prices collapse, and therefore yields on t note/bonds would surge. Even if only EU governments and central banks, who own roughly 3 trillion worth of treasuries with different maturities, coordinate, the demand will not be able to absorb it. They would devastate their own economies, the balance sheet of their banks, pension funds etc etc etc. Also, retail investors could never absorb/buy that amount of debt. Only a small (ie insignificant) part could be absorbed by retail, who would not be able to stabilize the market. On a side note, that would be a great investment for someone with 100k in savings willing to take on exposure to the US. I would jump on a US note/bond with a high yield, semi annual coupon (particularly with the associated tax rebates). The ECB and member states are not going to use spite as a rationale to literally sell their assets at discount. It would need to be a huge force majeur event rather than a political squabble between the EU and the USA. In addition, that would make their USD hedging costs spike and would devastate their own balance sheet. This will in turn affect their own financing costs, which could lead to the default of financially unstable countries. I am not even going to go into the FX issues that would be associated with this. What the EU can do is reduce their activity on primary bond markets and to stop buying US bills/notes/bonds, which would be a huge issue for current funding needs, but would also be very dangerous for medium term financial stability of anyone with some financial exposure to US debt. EU investors (in aggregate) represented 80% of foreign acquisitions of US treasuries between April and November 2025. That is an enormous amount of demand that would be very very difficult to replace. If prices really go down and rates spike, we might have a too good to pass situation were institutional investors, funds, asset managers etc, would buy US debt and would restabilize prices. In addition, the FED will likely expand its balance sheet through QE to absorb a lot of that. A possible dumping by the EU of US debt in a “sell America” event is if the US defaults on tbills or T-notes, and if there would be 0 trust in the US institutions in the long term. However, the global financial meltdown would be catastrophic and I have no clue what the actual ramifications would be. So most likely, the EU will reduce their exposure and diversify the assets on their balance sheets through less appetite on new US debt (ie not participating in auctions, which would create higher yields structurally, thus a higher financing cost, thus higher deficits) but will still own a significant amount of US treasuries, since these remain both a safe and liquid asset and especially a hedging need. The most dangerous, long term implication is the eroding trust in US institutions and more diversification on trade in general. The EU is a huge market for services and manufacturing. If they diversify more or reshore, it would be a risk to long term growth. Also, US banks may start to price the US default risk when selling structured securities, thus changing the configuration of financing and hedging

NikoSkadefryd

Hilarious, you clearly did 0 research, ASML is literally one of the ONLY chip manufactures in the world and it's in the Netherlands. Also we have our own defence industry and we will invest in it instead of the American industry going forwards. You are right there are no GPU manufactures we can turn to, but that doesn't mean that we cannot. \- invest in EU, not america \- buy defense products in EU, not america. \- switch from US tech firms to EU equivalents You are singling out a couple VERY niche markets.

tika_dengu

Are EU pension funds fuelling this silver rally from the treasuries they are offloading?

Travelingbunny20

But is directly connected......also, let's be clear here. The EU and Europe had and have some serious trade and entry restriction for foreign imports, to protect their industries. This applied to cars (no trucks) , car parts, industry parts, agricultural products etc, and the tariffs were much higher for imports into the EU than imports into the US. I am not defending Trump and his first round of tariff increases in April 2025 were way too high. But he was not wrong that the international trade was not balanced and some was unfair. It is basically ending cheap shit from abroad. lol

Apprehensive_Law7629

EU and India just signed a huge agreement to remove and/or reduce most tariffs, including reduction on tariffs on EU cars from 110% to 40%. EU cars companies will fly tomorrow (market closed right before the agreement)

Affectionate-Bid386

CCP and EU members do not care about price. And all the other countries.

No_Assistance5652

I will move to EU by next yr at this rate lmao.

Pleasant-Shallot-707

I don’t think there’s going to be a correction until a global monetary safe haven exists outside of gold. Either a return to sanity in US fiscal policy or Europe getting their shit together with regulatory reform and fixing some of the structural problems within EU monetary system. I don’t see BRICS being anything real since it’s made up of a bunch of financially untrustworthy countries.

No-Delivery-7048

HOOD is currently rolling out in Europe amd giving out nice sigmup bonussen if you use my referral :) So...Anyone wanne sign up for robinhood with my referral and make 70 euro????? (EU ONLY, NO UK)

Sad_Amphibian_2311

this is not at all how EU/NATO states take these threats though.

No_Assistance5652

India - EU trade deal tomorrow. Get ready for expensive wine and whiskey stocks P&D boys.

No_Feeling920

The bank probably buys normal calls in US in the background, then just collects the difference. Though I'm not sure why he does it this way, when EU brokers normally offer US options market. I have Saxo and IBKR and both do, one only needs to pass some BS questionnaire (retail "protection").

ColCrockett

Worse? I fully expect the U.S. economy to keep chugging along The only economy that has deteriorated since 2022 is the EU economy

Correct_Estate4422

If you read the article it isn’t because of the tariff threats, they just explain they’re diversifying the economy and looking to grow. They’re making many trade deals including with the EU and Indonesia. Carney is a busy and educated man.

kaapooj

EU/Europe showing a spine and attacking US social media, let's see if it comes to big fines, prosecution, bans - social media ban accelaration for teens in france, plans in UK -probing of Musk over X - probing of Meta

ultrachem

It's a long-term play. Ukraine-Russia still ongoing, US soft-pullout of NATO is going to leave the EU hanging if they don't spend that 5% of GDP on defence. The EU is rearming and we're only in the first year of 🥭 term. I have a sizeable position in euro defence stonks. This shit is far from over.

Les7X

And why the fuck EU defense sector isn't mooning?

Important-Vegetable1

but what happens when business operations are hindered by an unreliable administration and new alliances are made in the global sphere? my portfolio is very US-heavy, but I can tell you for a fact that I am kinda distressed (EU investor here)

15X2030

India too. We got a trade deal with Australia, New Zealand, and now the EU. Plus, plus, cherry on the top, it brought india and china closer with super fast collaboration on a brics currency. Trump was the perfect catalyst we needed!

Swearwolfofwallst

Threatening to invade the soverign territory of our largest trading partner (EU) who also is our largest debt holder neither?

Pineapple_King

Brilliant, to write this on the same day as EU plans to move away from US Tech. 500 million users good bye, no big deal right.

Apprehensive_Law7629

Premise: I just invest through VWCE and EU ETFs. My two cents is that until Trump is there to manipulate the market I don’t sell nothing. I keep buying my little extra quote monthly, but no selling. We all understood how he makes the maker dump and pump at his own preference…

LastUltimateY0l0

Because western countries cannot export out of China, there’s supply constraints and prices are rocketing. If there’s more readily available tungsten in the UK, it’s far easier for the uk to export that to the US (who already want the mine) and EU (who called it a strategic asset in 2025). It’s more capitalising on the demand chinas leaving behind

Toothlesskinch

I have a long list that I need to dig on. SAAB and Airbus for sure. Generally companies that will benefit from EU military spending in the next few years. Def some manufacturers focusing or specialized in drone production.

Toothlesskinch

Really thought it would take months for NEM to get where it is. The real money port is up 20% in three weeks. Dumping in the morning and rotating into EU Industrials

StrategicPotato

>Can we truly expect the United States to continue going up, in terms of stocks? Yes, for the foreseeable future. The US has 2 main benefits: 1. The ludicrously high concentration of strong innovative companies, the wealth to invest in them, and the workforce concentration to make continuous operation viable. 2. It has the strongest stock market in the world. That doesn't mean that it has the best economy in the world (though also it sort of does, for now). It means that it's incredibly easy and relatively low-risk to profit off of + the government will literally do almost anything to save it. \#2 is arguably even more important than one because there are tons of "better" upside opportunities globally for investing imo. But actually being able to profit from them is very difficult. The EU for instance does not have an environment that is very conducive towards building something like the next Google or Nvidia (decentralized economy, lack of investors/VCs, language barriers, more lax work ethic, legal systems that generally benefit individuals at business' expense, low tech salaries, etc). China on the other hand has the opposite problem, it does #1 *better* than the US imo. The issue is actually investing in that. Given that Chinese stocks are basically proxy holdings (made-up IOUs with no real legal protections for foreign buyers), many people have been burned before on Chinese stocks. Then you also have smaller emerging markets/developing economies, which are a very high risk bet that may pay off decades beyond when you need your money to grow. Places like the middle east, Africa, South America, etc. All that being said though, ignoring the fact that the US is still 65% of the global market by market cap, international is still worth holding - or at least it is historically speaking. You're doing fine and you're basically doing the classic bogglehead strategy = can't lose if you own the whole market. At your age you could probably afford to take some risk with more aggressive ETFs though assuming that you plan to be at least semi-active. I wouldn't be afraid to throw a bit into something like VGT, QQQ, or SMH for a while just to capitalize on US tech for the time being.

Dramatic-Panda8012

this is your new Trump reality , EU will de couple from US whatever you like it or not

HorsePastie

EU bazooka incoming. Ever hear of something called ASML? Europe will pop american AI bubble.

LastUltimateY0l0

Local council/residents being a pain in the ass mainly. The fact it was producing in 2015 is worth noting. EU recognises it as a strategic asset, US submitted an LOI for the £67m funding they need. At this point that’s the main concern

ithink2mush

Which new tariffs? The last round for the EU was walked back by taco. Did I miss something?

Kindly_Professor5433

I'm not counting the EU as a country.

Macro_Insight_Author

“I’m in the same boat. India feels like a potential long-term alternative to China, but it’s clearly not there yet—manufacturing infrastructure still lags, and issues like uneven education levels and the caste system likely limit growth in the near term. That said, when you zoom out, demographics and stronger ties with the US/EU make it hard to ignore as a long-term investment. ETFs seem like the cleanest way to play it.”

Full-Sound-6269

I bet it's already too late. With relationship like this between EU and USA I can see USA refusing to send it.

obviously-thecrux35

It's honestly crazy what a shit show the EU is.

datanerd1102

EU cloud is shit

Daxnu

It's sad. As a European, I would much rather we be Allies with the US, but not the current US, I mean, even Bush was a step up from what you have now. America is pushing us into China's arms and maybe we mite even end up Allies with Russia if thing get bad enough ( I kinda think that's Putin plan from the start, Way invade the EU when you can just control us?

No_Assistance5652

Did they reinstate EU deal yet?

pink_ego_box

Corn crashing Buffet and Shiffer indicators raging Gold and Silver ATH EU and China dumping US bonds Brazil equities outperforming the S&P by 10% last week And people in this sub are like hurr Durr muh Netflix and Nvda calls getting theta fucked Read the macroeconomic room. There's a big fucking rotation of money that already started

voxpopper

First Canada and Gyna, now India and EU. T is going to have a fit, amd Elmo is going to have to spin TSLA earnings with absurd claims.  (So basically more of the usual) https://www.reuters.com/world/india/india-slash-tariffs-cars-40-trade-deal-with-eu-sources-say-2026-01-25/

Heidruns_Herdsman

You are describing the EU.

yetanotherwoo

Finally some of EU consumer sentiment showing up in Wall Street https://archive.ph/gB1K6

p0pularopinion

Googing back a few years, especially Gold, the gold miners etf far outperformed the metal for the past 4 years or so. Silver on the other hand outperformed slightly miners etf, however I pay tax on silver ETC , but no tax on miners (EU-UCITS) so it works out better for silver as well.

No_Assistance5652

Russia is not a fool. They aggressively de-dollarized from 2010 to 22. They definitely miscalculated about Europe. They thought EU wont seize assets because they are heavily dependent on russian gas. They have 300 bil in Belgium. Donbas region alone has 12 trillion assets. Risk-Reward. Now in dec 2025, belgium is already back-tracking this. They will give up the russian assets.

pink_ego_box

The US has to refinance 26% of its debt this year. But its biggest creditors, China and the EU central banks, are reducing their UST holdings in favor of gold. According to Goldman Sachs, gold holdings represent 0.18% of portfolios in the US. Morgan Stanley recommends a minimum 20% gold attribution in your portfolio this year to hedge possible hyperinflation. The rotation from fiat to monetary metals is just starting.

ai-moderator

#TLDR --- **Ticker:** PI (Impinj) **Direction:** Up (Long Term) **Prognosis:** Buy Dips (<$110), Accumulate heavily <$70. Hold 3+ Years. **Moonshot Catalyst:** Your smartphone reading your groceries. **Creep Factor:** High (Corporations knowing exactly what is in your pantry) * **The Business:** Impinj makes RAIN RFID (UHF) chips used for tracking items (Walmart clothing, UPS packages, Delta bags). They sell ~15B chips/year. * **The Moat:** Recently defeated rival NXP in court; secured a patent peace treaty until 2034, allowing 8+ years of aggressive innovation without fear of lawsuits. * **The Growth Thesis:** Moving beyond supply chains into **Consumer Use**. * **Short Term:** Expanding into food tracking (Kroger bakery). * **Mid Term:** EU "Digital Product Passport" mandates could force adoption. * **Long Term (The Bagger):** Getting RFID readers into consumer smartphones (Qualcomm already put one in a commercial chip). * **The Tech Play:** Moving to "Protected Mode" allows secure authentication (anti-counterfeit) and privacy. This enables a future where brands can track inventory *inside your house* if you opt-in via phone. * **Risks:** Trump messing up EU relations (killing the EU mandate), metal surfaces are still too expensive to tag ($0.60 vs $0.05), and reliance on gaining new massive enterprise clients. * **Bottom Line:** Needs 20% yearly growth to justify current price. Enterprise is the floor; Consumer adoption is the 20x ceiling. Volatile stock, so patience on entry price is key.

I-IV-I64-V-I

It's more so the EU realizing that we are NOT on their side, We keep them like a man keeps a beat housewife who gave up her dream job for him. We don't let them buy Chinese cars or Russian goods. We stopped them from aiding Gaza, and pretty frequently veto them in nato Etc

ColCrockett

Everyone is talking about the decline of the U.S. as a power when it’s Europe that’s been in massive decline. 20 years ago the EU had a bigger economy than the U.S. and now it’s 2/3rds the size of the U.S. economy and that gap is widening. And their militaries have further atrophied since and their average age is the highest in the world.

omegaphallic

 Canada is seeking a free trade deal with that South America trading block like EU did.

ThinkingOfTheOldDays

Gambit to give the EU moderates cover from the EU left to remilitarize before round 2 with Russia and round 1 with China. 

borat_he_like_you

To clarify the latest TACO event and the deal made a few days ago in lieu of the President putting 10% tariffs on the EU over the resistance to the US takeover of Greenland: the existence of the 1951 security agreement with Denmark, negotiated by President Truman, already gives access to the US to establish military bases in Greenland; and we have had a dozen military installations there for many years. Therefore, I don't see the necessity of riling our European allies over the issue. Nevertheless, the trade crisis has passed as Trump backed off on the tariffs; but that leaves a massive amount of distrust wedged between America and our allies which weakens NATO. The new deal is a fake deal done to stop the markets from crashing. The real threat to national security coming from the Arctic region is the fact that the US only has 5 ice-breaking ships stationed in Greenland & Alaska compared to 55 Russian ice-breakers. Not to mention, who wants to assume Greenland's 57k population which would become a burden on our social security and medicare system? Why not let socialist Denmark keep that liability? That's the way I see the Greenland issue.

Nota-downer

UUUU, USAR…. So the words out UAMY is expanding their Thompson Falls facility (yes, the only antimony smelter in the US). They said that last year and it actually has started. Anyhoo, now that we’ve became an unreliable defense partner for the EU’s, the success of CSG‘s IPO was not unexpected. They make plenty of small arms munitions and will become maybe one of the largest EU defense companies in recent times.

Thoughtful_Tortoise

I am, of course, defining the EU as all countries that participate in the Eurovision Song Contest

pennquaker18

Unless the EU becomes less regulated and their companies rediscover growth it will continue to suck. but invest poorly please

kaapooj

There are many non-EU democracies e.g. Norway, New Zealand, Iceland

callsonreddit

India to cut EU car tariffs from 110% to 40% for 200k cars boosting VW Mercedes BMW ahead of trade deal [https://www.reuters.com/world/india/india-slash-tariffs-cars-40-trade-deal-with-eu-sources-say-2026-01-25/](https://www.reuters.com/world/india/india-slash-tariffs-cars-40-trade-deal-with-eu-sources-say-2026-01-25/)

unpaid-astroturfer

EU and Canada are way up over US

kaapooj

the more I see of (presumed) EU citizens on r/europe or the front page the less I believe in the EU what's the bull case for the EU?

kaapooj

too dramatic, who is there to replace US markets? EU is failing to capatilize on US shortcomings for 1y now China focuses on industrial output > shareholder profit Japan is not growing all other markets are just too small and not easily accessible to retail

RiggedKarma

Canada and China are not on the same political zone as the EU, I don't see them not retaliating, at least China

Ahzmer

I didnt count for this to happen now, or for usar specifically. 1) critical mineral stocks have been pumping, but i sold my position when taco EU tariff threat was active. They seemed to dump too when it looked bad. I was 100% cash at one point this week 2) but mineral stock pump resumed, and seemed to do so broadly even when market was 0% change. Good sign. 3) usar was far from ath and it had a massive pump on thursday, i figured it could continue a while longer along with the industry, but possible with higher multiple than some other stocks 4) i know that many of these stocks could get gvt deal at any point, and they do well when the minerals are pumping, which they have So for usar specifically, i didnt target this. We will see what the stock and sector in general looks like monday. I would assume up substantially. And now weekend this news hit

kaapooj

It begins, social media bans in EU countries France's proposed social media ban for under-15s to be accelerated https://www.lemonde.fr/en/pixels/article/2026/01/24/france-s-proposed-social-media-ban-for-under-15s-to-be-accelerated_6749764_13.html

eltuna3636

Agriculture is the big one, Canada is the world’s potash leader. Having said that nothing will be impacted as these tariffs are never going to be actually enforced just like the EU ones from last week

thebeastiestmeat

The US has shown the rest of the world that it can't be trusted. Canada and the EU need to start diversifying, and in any case Trump will fold on these new tariffs faster than you can say "pedo Trump rapes kids"

Draupnir_1

A trade war with Canada is not like a trade war with China or the EU. The markets will be fine

Fit_Neighborhood9251

So for the upcoming week we have: white boy gunned down, frozen grids, 100% canada tafis, stalled EU deal, government shutdown, scotus decision, and all the earnings of big tech. What could possibly go wrong?

Background_Stable257

1. ESGO Congress Data Presentation (Late-breaking oral, Feb 27, 2026). 2. FDA Feedback on the submitted Phase 3 trial protocol (could be anytime). 3. Initiation of EU Patient Enrollment for ACR-368's biopsy-independent arm (Q1 2026). 4. Mid-2026 Clinical Data Updates for both ACR-368 and ACR-2316. 5. Progress in Arm 3 Enrollment (US & EU) leading to potential interim analysis.

Brandonlee9815

[https://www.investa.co.uk/](https://www.investa.co.uk/) Investa is something thats available in EU. They are more focused on the educational aspect of Option trading. They have some unique features that aims to help newer options trader to learn and facilitate option trading. Its calls "Option Sidekick" - a feature that asks users simple questions about their market view and suggests appropriate options strategies, complete with scenario analysis showing potential outcomes.

Brandonlee9815

[https://www.investa.co.uk/](https://www.investa.co.uk/) Investa is available in EU. This is also a platform that offers zero-commission trading. Investa has designed its platform specifically around options education that UK investors, less familiar with options trading than their American counterparts, are likely to need. One of the features the app aims to expand upon is what the company calls "Option Sidekick" - a feature that asks users simple questions about their market view and suggests appropriate options strategies, complete with scenario analysis showing potential outcomes.

adepttius

Calling a literal decorated pilot and an astronaut "tool" is an interesting take, particularly in the climate where you have a child rapist on the throne, would you care to expand on that statement? Or are you one of those that barely contain erection on the thought of invading Canada and EU?

Content_Ice_3321

No it won't spread, the EU learned a while ago the risks of fascists

Gskinny

US will always beat EU markets. just fact. who cares about 4 years when investing for 50

m0nk_3y_gw

> I was concerned watching Biden's performance degrade over his term. Did Biden's health and performance improve over his presidency? The 2024 State of the Union address was ~3+ years after he took office. His health and performance were so good, the right-wing media was claiming he was on performance enhancing drugs. Trump couldn't even walk with G7 leaders in EU in 2017 and they had to cart his ass around in a golf cart. His health and performance has clearly declined more and more since 2016. Market isn't particularly concerned, means he is easier to manipulate. Market doesn't rally/fall based on whether the president shits his diapers

Colonist25

\> hope things go back \- see, this is what they're **not** doing. Trump's second term will end with trump leaving nato. Look at the EU defence companies: Airbus, BAE, Leonardo, Rheinmetall, Dassault, ... - they've all gotten massive orders. EU as a block is shifting to domestic production. \> 'it will take decades' maybe, maybe less than you think \> 3 years well it's not shaping up like that now is it buddy? trump 2028! ICE in the streets - sadly no brown uniforms. the parallels with 1930s germany are staggering. \> oil true enough for now, but even there there are alternatives. \> US collapsing not yet. It has lost it's standing, alliances, etc. and an empire without friends... You seem to think the US is invulnerable. That it doesn't have to obey international law That it doesn't need friends or alliances. ok.

AppropriateGoat7039

Sigh. People keep parroting this “Nuclear Option” of selling US treasuries but it isn’t going to happen so please stop. The U.S. Treasury market is the largest and safest in the world, which is why countries hold so much of it. There simply aren’t enough EU, Japan, or other markets big enough to absorb all that debt without causing huge losses for themselves. Selling Treasuries all at once would hurt them as much as the US, and possibly trigger complete global chaos. That’s why holding U.S. debt isn’t about helping America, it’s actually about protecting their own economies.

Hodoss

Why? EU is planning to reinvest that money in itself, there's room for that. And its allies are welcome to invest in the EU too. Or Japan, Canada, South Korea, UK, Australia, etc, you know, the stable, democratic, not insane countries.

Hodoss

Good point the money is important. Apparently the Trump regime backed down from invading Greenland, at least for now, when the EU threatened to massively dump US assets, and started dumping some as a demo. They were shitting themselves at Davos going "Don't retaliate, don't retaliate, everyone please keep a cool head and wait for the Tump speech" lmao.

Insteadly

EUAD, the European Aerospace & Defense ETF, ran up 76% in the last 12 months. It will continue to benefit from the EU defense spending pouring into European companies like Thales, Rolls Royce, Leonardo, and BAE. EUAD is a pure EU defense fund, no external companies are included. Canada just joined the EU’s $150B S.A.F.E. defense spending loan program. Contracts are being directed to domestic suppliers. The EU is intentionally and methodically building self sufficiency. Actions have consequences. EUAD is a great way to ride along with it.

ai-moderator

#TLDR --- **Ticker:** PI (Impinj) **Direction:** Up (Long Term Hold) **Prognosis:** Buy shares on dips <$110. Scream and buy if <$70. **Nemesis:** Aluminum cans (physics makes tagging metal expensive). **Orwellian Score:** 9/10 (Corporations will know exactly how long that shirt has been sitting in your closet). **Summary:** OP is holding 3,011 shares and betting on the evolution of RAIN RFID from supply chains (Walmart/UPS) to consumer pockets. Impinj recently won a patent war against NXP, securing a 10-year truce to grow unchecked. **The Bull Thesis:** * **Consumer Phones:** Qualcomm is integrating RFID reading into chips. If smartphones start reading tags, volume goes from 15B tags/year to hundreds of billions. * **Recurring Revenue:** New "Authentication" features allowing brands to verify real vs. fake goods could generate service fees per scan. * **Europe:** Potential EU mandates (Digital Product Passport) could force adoption, though political climate makes this shaky. **The Risks:** * **Physics:** Tagging metal/liquid is still too expensive ($0.60 vs $0.04). * **Macro:** Trump vs. EU trade relations could kill the regulatory tailwinds. * **Timeline:** Breaking into the consumer market is a "moonshot" that might take years. **Trade:** Volatile stock. Needs 20% yearly growth to justify valuation. Sit on it for 3 years for a potential 20x tag volume increase.

PlumEven2818

Holy shit this is actually good DD for once instead of the usual rocket emoji spam The consumer angle is interesting but feels like it's still years away. Most people can barely figure out NFC payments let alone wanting to scan their groceries at home. Though if Apple ever adds RFID to iPhones that would be massive for adoption The metal surface cost thing is huge - until they crack that nut the grocery potential is pretty limited. Canned goods and packaged stuff is like half the store Also kinda skeptical about the EU DPP thing with all the trade war BS going on but who knows Position or ban though

ai-moderator

#TLDR --- **Ticker:** PI (Impinj) **Direction:** Up (Long Term Hold) **Prognosis:** Accumulate shares < $110; Aggressive buy < $70 **Bullish On:** Your pantry snitching on you **Barrier to Entry:** Canned Soup (Metal interference) ### TLDR Summary **The Business:** Impinj makes RAIN RFID chips (15B+ sold/year). They are the dominant player in tracking inventory for giants like Walmart, UPS, and Delta. They recently won a patent war against rival NXP, securing an 8-year runway free of litigation. **The Bull Case:** * **Expansion:** Moving from just clothes/logistics into food (testing with Kroger). * **Tech Integration:** Qualcomm is integrating RFID reading into mobile chips. The endgame is consumer smartphones reading tags on everything you own. * **Revenue:** If they crack the consumer market/smartphones, volume goes from 15B to 100s of billions of tags (20x growth). * **Services:** New "Authentication" features could allow PI to charge a fee every time a genuine item is scanned/verified. **The Bear Case:** * **Physics:** You can't cheaply tag metal (cans) or liquid yet (costs >$0.60 vs $0.04 for normal tags). This limits grocery adoption. * **Politics:** Trump vs. EU relations could hurt the adoption of the Digital Product Passport (DPP), a major potential catalyst. * **Valuation:** Priced for perfection. Needs +20% yearly growth to justify current price. **The Trade:** Stock is volatile. Don't chase the pumps. Look for dips below $110 to enter, and treat this as a 3-year hold while waiting for smartphone adoption.