EU

GomaN1717

I mean, it's absolutely not a reasonable comment lol. This is like saying "well, remove the EU and China from VXUS. Then where is the ex-US stock market?" It doesn't make sense to arbitrarily remove tech from the US market when it's literally be the largest contributor of the wider market for decades now.

lilbob

$RGNT expanding footprint for research across US universities, already has approval in the EU https://www.stocktitan.net/news/RGNT/regentis-expanding-pivotal-phase-iii-gelrin-c-clinical-site-network-qfehpx5xikpl.html

WordsHappenedHere

Enterprises don’t use Linux bro. They just don’t. EU ignoring patent law? Not happening.

I-IV-I64-V-I

In the tech space - de Americanizing or jailbreaking your tech is getting popular. Ex : Microsoft locked out EU members from their computers when they declared Bibi a war criminal. EU is now switching to Linux. Not to mention the recent update where you computer can't shut down . There's been talk of just jailbreaking things like John Deere, and ignoring copyright law. There was a good YT video on it, but it got deleted.

PushAble2463

I lost way too much money today. I was up big time during EU hours, then this yankee shit casino fucked me AGAIN

BigMoney69x

Y'all should start selling rn. Microsoft has been doing a lot of really bad moves that their customers are not fans off. From killing the Xbox brand, to putting AI slop everywhere, etc. Plus the EU and other countries are planning to move away from Microsoft. If they don't change their ways, Microsoft will become Microslop and become the next Intel.

Prior_North_2456

I dont think frameworks of concepts.of deals work anymore since he will just turn around and reapply tariffs at the slightest disagreement and taco anytime spy dips 2%. I think he just walked back the Korea trade deal. UK, Canada, and EU are making more trade deals than the USA since he got in. Trade deal bumps are so 2025.

gdkod

With the current US diplomacy, more companies in the EU will deflect from MS to their alternatives. It’s going to be a fine day.

RODjij

Probably more nations and people dumping bonds we haven't heard about yet before they go to Iran. This admin is so fkn random in their day to day operations. Hit 6 different nations -> fly over Iran -> start fighting the public -> go to Venezuela -> say youll go to Mexico, Caribbean, SA -> make threats to Greenland/EU -> right back to Iran again -> maybe talking about Greenland or Mexico.

Smart-Customer7503

lol meanwhile EU is starting 7 day weekends. Never underestimate the American grindstone man.

Correct-Shine-1692

Msft is being phased out by the EU.

ShittyUsernane1222

Current EU foreign policy will end with a r/LeopardsAteMyFace moment in Greenland.

sicklyslick

I don't know what you're not getting. US/EU are exploring the next big thing, same as China. Therefore, they're on equal footing, or at least close. US/EU has ALREADY mastered EUV, therefore China is BEHIND on EUV tech. You are implying, in your previous post, that China will also be behind on the next big new thing becaus China is behind on EUV. I'm pointing out that these two situations are independent to each other.

DMT1703

More likely the USA and its allies' banks forced rare metal sales. LHM price up means gear up for whatever funny thing the USA is gonna do during this weekend. Oh yeah, copper isn't that rare so congrats to whoever holds considering most of the banks won't hold this. So far small retailers in the EU and Britain aren't affected by this . Though their energy sector does go down for a bit.

ShittyUsernane1222

\> US calls itself sole world super power \> bullies small and weak countries rather than picking fights with EU, Russia I call bullshit on US super-power status.

GamermanRPGKing

Eu declared IRGC a terrorist org, per Al-Jazeera. So Iran is a terror state in the eyes of the EU, so war getting priced in?

Thoughtful_Tortoise

What if this is EU pulling out of US market?

Blue026

Ok let’s be pedantic. What president do you think I was referring to, when the article and everyone is referring to Ursula. Use some common sense lmao “President of the EU commission” there you go. Trade agreements and immigration policy impacting all member states should not be dictated by an individual or a “pseudo republic” in a collective economic zone. The EU is an economic union and that’s it. It’s just been evolved into a pseudo political entity. It was a coalition of states for internal trade, not a political entity that forces its members to do what unelected officials in Brussels want. By this logic, India is now part of the EU too, especially with the new immigration policy and “free trade”.

Chogo82

This is exactly what I see. It’s not just EU poors but also US uneducated gaslighted libs and Canadians poors falling into this trap as well.

Heidruns_Herdsman

Generally true, absolutely fucked by Brexit, except for a few sectors. Britain's most valuable export is rotating machinery, or turbines. Datacenter growth, nuclear power, they all need turbines to generate electricity so Rolls Royce or MAN should be good. Also they have a decent weapons export industry, so BAE, Qinetic, that sort of thing should gain from European defence spending. Anything consumer related or gov spending dependent is still at rock bottom. Financial sector also a shadow of its former EU self.

mintz41

There is no 'President of the EU'. There are 3 institutions which each have a president. You're correct, the EU is not a republic but it's not designed to be. It's a supranational union of member states. It's explicitly not a republic. It's a free trade agreement which is negotiated like any other EU legislation

orcevaz

Is there anything good for EU that VdL commission has done?

Low-Equivalent8839

With the US breaking up with the EU is their ban on ASML selling machinery to China still valid? Seems like China could make efficient chips soon as well.

Own-Detective-A

No. Study international politics a bit and it becomes obvious. Only what you would consider "extreme left wing" in the US (Sanders, AOC etc) would be even remotely leftwing in EU. USA is an extreme outlier country in many ways.

DayTrader_Dav

Headlines love drama. Trade “suspensions” are negotiating leverage, not economic nukes. Markets price outcomes, not tweets. If every EU/US trade spat were a catastrophe, global commerce would’ve collapsed decades ago. Volatility may open, but grown investors separate noise from signal and policy theater from real economic damage.

I-IV-I64-V-I

(i think its more than just china fam, all of brics ) I don't blame russia, they had their USD cancelled and given to the EU. The war is fuckin stupid yes, but the dominant power cancelling the entirety of the dollar within a country is wild

urfatfatfat

EU-India free trade deal. Dollars to confetti by prez DF.

I-IV-I64-V-I

The EU is trying to flee American software after their goverment officials got locked out of Microsoft and banking because they wanted to prosecute he who must not be named [https://tuta.com/blog/digital-sovereignty-europe](https://tuta.com/blog/digital-sovereignty-europe)

narullow

I disagree. I just would not want underestimate people and institutions wanting to make money. US has one of the best demographics out of any country worth investing in with significantly smaller pensioner liability than peer countries. It has atleast half a century before it reaches EU levels. The consumer data are again absolutely phemomenal compared to any peer country and never ever dissapoints. And it still has the most valuable companies that just print money. It really is not about history for me. It is about future. I think that you are giving too much value to international perception. That comes and goes and can be fixed over time. Demographics liability and deep economic structural problems are far worse. I have seen EU try to solve internal issues of raising public expenses and decreasing consumer spending via export markets and I am quite confident now that it will not work.

LordTacocat420

Something like 8 trillion dollars worth of bonds held by EU countries and investment firms.

Spiritual_Money6005

Have we ever seen the dollar value drop this fast compared to EU? Lol that probably obamas fault. You kids are too much. Lol

Own-Detective-A

Democrats in USA is more right-wing than many right wing parties in EU and most of the world.

narullow

Those trade deal mean very little. EU has been king of free trade deals for decades at this point and it did not help us at all to keep up with US economy. Free trade does not matter as much if both parties have deep and structural economic issues, consumption growth problems or are demographics ticking bombs.

Green_Polar_Bear_

I’ve been exiting most of my US investments and moving them mostly into EU investments. As someone in the EU, the potential for a conflict with the US is too high so it doesn’t make sense to be invested over there.

KeyboardWarrior90210

The US is moving quickly towards an authoritarian regime and is too unreliable and unpredictable right now - in the past, the US debt situation was ignored because people viewed the US as a safe bet - that’s gone so people are divesting. The USD is not going to collapse but as the US rips up the old World order, it needs to understand that the rest of the World is adapting and will simply work around the US (e.g EU trade deals with India and S.America, Canada and China etc.)

Briloop86

Demand is dropping imo. Trade deals are being struck (EU /India for example) without using USD reserves.

ZuAusHierDa

The EU and India have negotiated for 19 years. ;)

OppositeWin7590

International stocks whose costs are USD denominated ideally, so EU utilities/ energy stock represent a good opportunity, im sure theres a lot of other good options

Technical_Scallion_2

So why do feel “Europe will never catch US in salaries”? US pay is higher because US tech is dominant and profitable - it’s not the other way around. If people stop using US tech and start using European tech, then EU tech salaries will go up and US tech salaries will drop.

Own-Professor-6157

I'd be surprised if Trump reacts negatively? Although he does seem pretty short sighted. The deal between India and EU mostly only impacts China. Europe has such strong reliance on Chinese supply chains right now. So now India and Europe can become less dependent on China overall. It increases competitiveness sure, but more western development in these regions = stronger western economic standards. Larger the trade becomes, the more markets that open for US companies. Also inches India further from Russia.

CUbuffGuy

Futes green but feeling like they abt to drop like $3-4 the next hr or 2 with EU heating up

elpresidentedeljunta

GEMD.L and GEM.L ... Both companies are currently in the dump, but the trade agreement between India and the EU dropped tariffs for gems and jewels and this might breath life into the market for african diamonds, rubies and emeralds.

Kermez

4 years ago US didn't threaten EU militarily against Greenland, called Canada new US state, left bunch of UN body's or tried to make parallel UN body's for 1 billion membership or started playing game you week I strong now pay to enter US market. No clue what is narrative in US but in Europe funds started moving away from US, slowly but steadily. Canada signing deals with China or Europe with India, none of that happened 4 years ago. But the biggest issue is sentiment. When you country send soldiers to Greenland to be ready to defend from US attack, you really start wondering a lot.

AnarchistBorganism

In the short term, you can expect US government to prop up Trump-friendly businesses. In the long term, you can expect the global economy and EU to remain heavily integrated into the US. Until the EU has a coherent strategy to deal with Trump's return to explicit imperialism, all you can bet on is that they will treat him as legitimate.

Vegetable_Poem6633

But they're the flagship models ? Anyway the S and X won't comply with EU safety regs for side impact, that's why they're being dropped.

steffur

Yeah going to sell my Msft puts in a couple hours when EU market opens and leaving my tsla puts to ride until US close

DMT1703

I throw my USD to EU and British stocks so not really. Even if I want to invest in the US market I doubt I would get any real return post FX exchange unless I found stocks that is moving up its value by 1.3 to 6% daily.

InternetSlave

Also some EU lawsuit was resolved. Already over ATH in after hours. GOOG gang!

MasterHapljar

Let them know you are coming, what a sound military tactic. This great leader is really ahead of the curve, I wish we had more people like him in EU. /s

CheeseGhosty

All in the works, W is EU’s Xitter replacement.

SpeakCodeToMe

It would have been impotent in and of itself, but in all their wisdom the Trump administration has also vigorously attacked all of our historical allies, so folks like Canada and the EU have no incentive to hold on to those treasuries.

Health_Care_PTA

nothing can stop it, this is a structural shift away from fiat paper from all countries, china india and EU included, it ends when the dollar collapse's and faith in the money system is gone, its part of a cycle, it takes time, you are in it right now.

derpskywalker

Mainly bc of Roblox devs (and other whistleblowers), and the actions of the CEO making it plain that Roblox & admin were actually going out of their way to protect the predators in question. There was a scandal with them banning a user who was working w police (I think) for sting operations, and the current scandal now is age verification being ai led (unless you have an id) and is wildly inaccurate. Look at r/roblox . Kids being put in 18+, adults put as 12 etc etc. I do agree that any online game has those dangers and that it’s ultimately up to the parents to keep kids offline- but Roblox policy has had a long, long history of doing *nothing* when a user is reported, or worse yet, doing everything they can to bury it under the rug. [This video is silly, but it does a better job explaining than I can.](https://youtu.be/Zj4Turqu1EU?si=sR8dwkAQBkMY7soP)

NotMe357

SPX 7000$ should be a very big sell-wall so we need the rest of all MAG7 (except NVDA) to beat before we can move above it. I think the dump on Future is nothing more than get us away from SPX 7000$ for a bit. So nothing to worry about IMO. I don't think TACO will attack Iran but he wants to force them to make a deal with him. If he attacks Iran then Iran and his friends will attack Israel and I don't think Israel is ready to protect themselves yet. The last attack in 2025 or 2024 (can't remember) Israel got help from EU and US or else they're fucked.

daniel-sousa-me

> So I guess there won't be a "day of reckoning" or a "systemic failure". Nothing drastic. There will USD will bleed little by little making everything more and more expensive for citizens and the debt more and more expensive for the state But there will be a point at which it will become untenable and that's when everything will suddenly crash I'm Portuguese and I remember 2008-2011. Everything was bleeding out around us and our government kept pumping and pumping more air inside, so everything looked good. Until suddenly it wasn't In 2011 everything feel apart. We stopped being able to service our public debt. The interest rate in practice went to ∞% The difference? The Troika (IMF, EU and EC) came to our rescue and loaned us the money the market wouldn't and they babysat us until we got out shit together. But there's no Troika that can save the US. When the reckoning comes, everyone will be on the same boat

the_Q_spice

Not to mention it looks a lot like they are scraping Medicare and Medicaid records in what would possibly be the largest HIPAA violation in history as well as violate numerous EU privacy laws. Investing your money in a business reliant on criminally collected data is one *hell* of a financial choice.

No-Incident-9226

xAI is losing something like $2B/month, and their only product is a shitty chat-bot trained to be one if Elons dickriders. Oh and it can undress children, which is why it's going to be banned in EU lol. Tesla will use their savings to buy shares in xAI... is that even legal? The CEO of a publicly traded company will use the company's money to bail out one of his other failed companies. Tesla is canceling their S and X product lines. Theur annual profit plunged to its lowest level since the pandemic five years ago. Net income last year dropped 46% to $3.8 billion. It was the second year in a row with a steep drop in profit. PE above 300 and rising.

zurijer

They were right that TSLA is not a car company. Lmao cause they’re killing off the S and X. Soon the 3 and Y will be gone as well when China floods CA and EU with their EVs

fuji_ju

It's a high-beta company going facing immense backlash, with one of the most ridiculous PE multiples you've ever seen, all while the whole market is undergoing multiple compression. It's going to drop like a rock eventually when the EU bans it for privacy violations.

SpotlessCheetah

Let me tell you something contrarian. Really contrarian. Biden just did this whole ... hey we're all friends and everything is OK but everyone's just been resting on their laurels. We have gotten into two major wars now and the continual threats. Here's the thing, in a lot of ways, Obama-Trump-Biden-Trump have been thematically consistent, hand in hand with other countries (NATO, 5 Eyes etc). But Trump riling up other countries is good, because now you're all pissed off and have to have some level of self-determination. And you can see it with Germany talking about mandatory conscription, the threat of Russia at their doorstep and so forth. The Western World, behind the scenes, are pretty consistent together. The media is riling you up. You have to read the language but the EU leaders are pretty soft spoken in front of everyone. Even Mark Carney of Canada knows this. There's nothing wrong with standing up for your own self determination but it took Trump to troll everyone to get it done.

dcrockett1

My GDP predictions for 2030: EU: 19.5 trillion U.S: 34 Trillion China: 22 trillion UK: 5.5 trillion

h1nds

What are talking about? The Euro/USD was 1,55 around 2008, 1,25 in 2018 , and we are going to 1,20 right now… the USD has been in one of the strongest positions ever in the last 20+ years. The USD has a big debt, but it has control of its money through the FED and it is the biggest economy in the world+ biggest client of every one on earth. Countries are willing to artificially devalue their currencies so that the lie currency looses value against the USD so the can keep exporting to the US. Egypt has done it not so long ago if I recall. I’m fairly certain we will see a rise of the dollar has Europe can’t sustain having the Euro in such a position cause it hinders exports in such critical moment, and believe me they need that exports to stay above water. In the last quarter the US economy has grown 4,4% compared to the 0,3%. Germany is in a technical recession. So why the hell is the Euro gaining on the dollar? I had no doubt it he US will print like crazy in the near future, it’s the only way to take care of its debt, inflation cures all, but the EU has the same problem, lower productivity and its better performance economies are not using the Euro(Poland, Denmark, etc). So I don’t see a way in which the Euro can sustain this growth against the USD.

CoughRock

OpenOffice already existed for decades. If only EU arent so lazy on migrate all the custom ms office applications integration code to openOffice. They could of ween off it many decades ago. Free alternative is always available. But feature parity and 3rd party add on that is built on top of ms office standard is not so easily migrate off. A lot of online service also us ms standard. EU official can say what ever they want, but to get people to actually migrate the code off msft standard without world breaking bug. That's a tough job to do. It's slowly become a cobol of the new era, it just work enough that you dont want to touch it in fear of breaking it. But every one is too lazy to write test and migrate code of msft products.

Fluffy-Climate-8163

Y'all can hate on the guy, but this deal is just gonna fall apart on its own. If deals worked for the EU, they wouldn't need anyone else for anything.

fastliketree9000

Relative to EU that was normal during covid, hence historically strong dollar remaining until Trump's presidency. EU used stimulus as well, same as China.

GoZukkYourself

META Platforms Q4’25 Earnings Highlights 🔹 Revenue: $59.89B (Est. $58.42B) 🟢; UP +24% YoY 🔹 EPS: $8.88 (Est. $8.19) 🟢; UP +11% YoY 🔹 Operating Income: $24.75B; UP +5.9% YoY 🔹 Daily Active People (DAP): 3.58B; UP +7% YoY 🔹 FY26 CapEx: $115B–$135B (Est. $110.62B) 🟢 Guide: 🔹 Q1 Revenue: $53.5B–$56.5B (Est. $51.27B) 🟢 🔹 FY26 Total Expenses: $162B–$169B Q4 Segment: 🔹 Advertising Revenue: $58.14B (Est. $56.79B) 🟢 🔹 Family of Apps Revenue: $58.94B (Est. $57.47B) 🟢 🔹 Family of Apps Operating Income: $30.77B (Est. $30.0B) 🟢 🔹 Reality Labs Revenue: $955M (Est. $962.7M) 🔴 🔹 Reality Labs Operating Loss: ($6.02B) (Est. Loss $5.8B) 🔴 Other Metrics: 🔹 Ad Impressions: UP +18% YoY 🔹 Avg. Price per Ad: UP +6% YoY 🔹 Costs & Expenses: $35.15B; UP +40% YoY 🔹 Operating Margin: 41% 🔹 Net Income: $22.77B; UP +9% YoY 🔹 Cash Flow from Ops: $36.21B 🔹 Free Cash Flow: $14.08B 🔹 Share Repurchases: Nil 🔹 Dividend & Equivalents: $1.34B 🔹 Cash, Cash Equivalents & Marketable Securities: $81.59B 🔹 Long-Term Debt: $58.74B 🔹 Headcount: 78,865; UP +6% YoY Commentary: 🔸 “We had strong business performance in 2025.” – CEO Mark Zuckerberg 🔸 “I’m looking forward to advancing personal superintelligence for people around the world in 2026.” 🔸 “We expect first quarter 2026 total revenue to be in the range of $53.5-56.5 billion.” 🔸 “We expect full year 2026 total expenses to be in the range of $162-169 billion.” 🔸 “We anticipate 2026 capital expenditures… to be in the range of $115-135 billion…” 🔸 “Despite the meaningful step up in infrastructure investment, in 2026 we expect to deliver operating income that is above 2025 operating income.” 🔸 “We continue to monitor legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and financial results.”

fredditf

$META Platforms Q4’25 Earnings Highlights 🔹 Revenue: $59.89B (Est. $58.42B) 🟢; UP +24% YoY 🔹 EPS: $8.88 (Est. $8.19) 🟢; UP +11% YoY 🔹 Operating Income: $24.75B; UP +5.9% YoY 🔹 Daily Active People (DAP): 3.58B; UP +7% YoY 🔹 FY26 CapEx: $115B–$135B (Est. $110.62B) 🟢 Guide: 🔹 Q1 Revenue: $53.5B–$56.5B (Est. $51.27B) 🟢 🔹 FY26 Total Expenses: $162B–$169B Q4 Segment: 🔹 Advertising Revenue: $58.14B (Est. $56.79B) 🟢 🔹 Family of Apps Revenue: $58.94B (Est. $57.47B) 🟢 🔹 Family of Apps Operating Income: $30.77B (Est. $30.0B) 🟢 🔹 Reality Labs Revenue: $955M (Est. $962.7M) 🔴 🔹 Reality Labs Operating Loss: ($6.02B) (Est. Loss $5.8B) 🔴 Other Metrics: 🔹 Ad Impressions: UP +18% YoY 🔹 Avg. Price per Ad: UP +6% YoY 🔹 Costs & Expenses: $35.15B; UP +40% YoY 🔹 Operating Margin: 41% 🔹 Net Income: $22.77B; UP +9% YoY 🔹 Cash Flow from Ops: $36.21B 🔹 Free Cash Flow: $14.08B 🔹 Share Repurchases: Nil 🔹 Dividend & Equivalents: $1.34B 🔹 Cash, Cash Equivalents & Marketable Securities: $81.59B 🔹 Long-Term Debt: $58.74B 🔹 Headcount: 78,865; UP +6% YoY Commentary: 🔸 “We had strong business performance in 2025.” – CEO Mark Zuckerberg 🔸 “I’m looking forward to advancing personal superintelligence for people around the world in 2026.” 🔸 “We expect first quarter 2026 total revenue to be in the range of $53.5-56.5 billion.” 🔸 “We expect full year 2026 total expenses to be in the range of $162-169 billion.” 🔸 “We anticipate 2026 capital expenditures… to be in the range of $115-135 billion…” 🔸 “Despite the meaningful step up in infrastructure investment, in 2026 we expect to deliver operating income that is above 2025 operating income.” 🔸 “We continue to monitor legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and financial results.”

Realistic_Agent_9494

Okay but my immediate response to this is, isn't India set to benefit a lot more from this than Europe? Cheaper labor and prices of goods in India may mean the EU is flooded with cheap goods no? I don't particularly believe India's developing economy will be too enthusiastic about buying bmws and mercedes.

Altamistral

>Americans buy and please can these people saying it's the end of the USA tell us what non US technology available to use? iPhone components are sourced from 40+ different countries. The cameras are Japanese and Taiwanese. The OLED touch screens are Koreans. The sensors are Swiss (STM). The assembly is in China. Two thirds of Apple itself (and Silicon Valley in general) is foreign immigrants. The only thing that's genuinely American is Apple's brand and if things continue the way are going, it's going to tank hard. Tesla already experienced that: they lost \~30% of their sales in EU in one year ad >50% in some markets.

No-Delivery-7048

Yes RH europe  Im from belgium. Every fking country in the EU all 27 of them Options are only possible on crypto, not stocks.

MasterElite1

>BREAKING: All EU members are now in favour of proscribing the Islamic Revolutionary Guard Corps (IRGC) as a terrorist organisation Triple oil prices to devalue g7 debt

Blue026

Why is the president of the EU, who holds an insane amount of power not voted on by constituents or an open election? It’s not a democracy and barely a republic as it’s just politicians voting in their own friends. That’s not a representation of the people lmao This also isn’t legislation, it’s them dictating trade and immigration policies

Bartolone

But remember it’s easier to be a tech company in the US rather than the heavy EU regulated Europe !

mintz41

Well that's verifiably false, because the Parliament is elected by the citizens of the EU. The Council is made up of heads of member states who then elect the Commission, so ipso facto they're elected by people who are elected. And the way legislation and policy works at an EU level means that all 3 branches need to agree for something to pass.

Vegetable_Review4967

Isn't it enough to get wind of this situation? Another tip is aluminium, lithium and graphite miners that are based in the EU. Lots of upside potential with the CBAM and the upcoming IDAA aimed to secure EU supply chains that are independent of China/US/Russia

4Yk9gop

Aren't they creating a low/no cost competitor that's run by the EU? I assume it would be non-profit/not something you could trade. That's sort of the point.

SangerGRBY

imo people are way too bearish on TSLA. ER already expected to be shite. FraudElon Musk just needs to announce something bullish that he clearly won't deliver and we might see 450-460s. "FSD / Robotaxi approval in China/EU" "Optimus blowjob attachment" "SpaceX purchasing 1000 cyber trucks" "Buying 1 billion worth of TSLA" Elon is a tart, but the last time he bought 1 billion worth of TSLA, POS went from 380s to 470.

MaroSoo_eu

I think Tesla’s PE isn’t justified by its current business. It only works if you believe Tesla becomes much more than an auto company in the future. There are companies I try much more. Hell... even VW - Survived a lot. The FSD data advantage is real, but small. It helps with driving. Thats it. Robotics is a different problem, and most serious players rely heavily on simulation anyway. I work in automotive and we are constructing new manufacturing lines. We rely already heavily on it. So the valuation comes down to belief: * FSD scales and becomes high-margin software * Robotaxis actually launch (not in a forseable future in EU) * Energy/software grows meaningfully If even one of those slips, the multiple compresses fast. BYD passing Tesla in unit sales isn’t the issue. Expectations are. Tesla might still pull it off. But at this valuation, there’s very little room for disappointment. Or some bad tweet via mr Musk.

Orange_Codex

I haven't traded much this month because holding FEIM, SLS, PLSR, and WWR meant I didn't have to. Looking to find some niche EU / MENA defence plays early next month.

Lolkac

There is no decreasing gap between US and EU salaries what you talking about. Milions want to live in the US because of the salary increase. Nothing changed

atape_1

Did a little look up on how other markets were performing a week ago. Year to date difference: US: SP500 (+20%) EU: STOXX 600 (+20%) China: Hang Sheng index (+40%) Japan: Nikkei 225 (+40%) Korea: KOSPI (+100%) The US is doing great when you look at it in isolation.

BuyMeaSalad

Idk if you understand how dominant US tech companies are. There are zero companies in the EU that can provide the same salary/benefits US companies can, even with a lower dollar

Antaxas

Ah I see, I overlooked that detail. I dont know the australian specifics, but I would assume its the same situation really. The cloud act enables the US gov to force all their US based business to hand over data regardless of physical location if they require them to. Its intend is to overcome local regulations. In light with recent geopolitics, this is an uprising topic in the EU atm. Doesn't mean that US clouds wont be used at all. But the "sovereign" label on them is questioned heavily and triggers caution.

TheBeesKnees8520

My point was specifically about Australian data sovereignty laws, i have no idea about anything with the EU. But based on what you say that conflict definitely doesn't bode well

Antaxas

https://www.actuia.com/en/news/sensitive-data-and-cloud-act-microsoft-france-admits-it-cannot-oppose-an-american-injunction/ MSFT couldn't garantuee under oath that they are not obliged to hand over data if the US requests them to do so. Its still an ongoing discussion if legally the cloud act is in conflict with data protection laws in EU, but it doesn't look good atm.

Bichael-Murry

EU keeps getting them L's, importing loads indians in...

UnhappyPair2265

Congratulations EU and India 💐💐💐💐

More-Attention-9721

You are assuming "standard cloud" means basic web hosting or low-level compute. That’s not where the fungibility lies. If training demand drops, that capacity doesn't go to basic Azure blobs; it shifts to Inference. The massive GPU clusters are fungible between training (building models) and inference (running them). As "Agentic AI" scales, inference demand is projected to dwarf training demand. Satya isn't saying he’ll use H100s to run Excel Online. He’s saying that as the market moves from building models to using them, the hardware remains relevant. You are betting on a total collapse of AI compute demand; he is betting on a shift from CaPEx (training) to OpEx (inference). When supply is constrained until June 2026, Microsoft has zero need to discount. They have ultimate pricing power. They can force customers into longer commits (3-5 years) just to secure GPU access. The "Restricted" language isn't a warning of low growth; it's a signal of high quality revenue. Every GPU they plug in is already sold. This removes the "inventory risk" usually associated with massive hardware builds. The downside is capped volume, but the upside is margin preservation. Governments (EU, UAE, Singapore) are mandating data residency not just for privacy, but for national security regarding AI models. By pivoting to Sovereign Cloud, MSFT is effectively building a regulatory moat that smaller competitors (who can't afford to build a datacenter in every country) cannot cross. This isn't a retreat; it's a segmentation strategy. "Sovereign" instances command a premium price (20-30% markup) over standard regions.

El-Klotzo

So what's on the agenda today? Mauling iranian regime? Announcing 5000% tariffs on the EU/India deal? Kidnapping JPow live?

kaapooj

EU is very lethargic india deal took 20y and won't be implemented for at least 1y mercasour is also stil stuck in limbo smaller, medium sized countries will be more active but that doesn't change the status quo

kaapooj

too dramatic, US economy is booming usd will correct (EU currently is unable to outgrow the US, China A-shares aren't acessible enough and Japan has longstanding economic woes)

Dull_You_2360

Next up is Canada-India. I think Carney (my new favorite world leader) is scheduled to be in India in the first week of March to sign a deal. Make Canada Great Again, Make India Great Again, Make EU Great Again... keep it coming!!! "Energy and Natural Resources Minister Tim Hodgson was in India this week, meeting Indian Petroleum and Natural Gas Minister Hardeep Singh Puri. Energy security and “diversity of supply” are key to ensuring the “economic vitality of both countries,” the joint statement added."

rattlesnaek

Well, I wasn’t suggesting total war against the EU or Russia or some other big player. But, you know, more situations like Venezuela are bound to happen, perhaps on the American continent. And the continent is pretty rich in natural resources of all types. We could see coups, puppet governments/leaders serving US interest, basically US vassal states being created. And of course, they will use their military prowess to achieve it. Anyway, it hinges on a lot of factors so take what I or anyone says with a grain of salt. But my personal opinion is that the next 20-30 years we’ll regress as a civilisation. Entire financial system is basically a glorified ponzi scheme. The top 1% amass more and more, while the bottom 50-60% starve. From a logical standpoint it’s simply not sustainable long term. Add climate change to that mixture and you end up with wars, famine, revolts, etc. History repeats itself. Of course humanity will survive, but perhaps in considerably fewer numbers this time

Mellow_Toninn

In the EU right now and was at a currency exchange place to transfer USD to Euros and said to the clerk “the dollar is so shit now” and he was just like “yeah…” 🥴🥴

Santa_009

People in Australia took notice. These opinions, much like mine just now are always biased as we surround ourselves with like minded people. My friends took note but I've met new people with differing opinions, their opinions or perspectives often dont fall in your lap (unless you're on reddit). Sales are way down here, and EU. The reduction in car quality, or competition haven't been enough in that time to be the sole cause for the cliff dive orders have done - especially if you overlay it with various actions performed by Musk.

timeforknowledge

Low dollar makes US goods more competitively priced, which means other countries still buy more US goods... Look at the UK and it's low pound, FTSE 100 went from 6800 to 10,000 since it left the EU and the pound crashed

marky_Rabone

No way... in the EU they already consider him senile.

The_Insider_Edge

"The Company targets tripling export volumes by 2028. Efforts will focus on strengthening partnerships in existing markets (Australia, Portugal, Germany, Brazil, and Czech Republic) and entering new markets including the UK, Switzerland, Costa Rica and New Zealand, with investments in GMP/EU-GMP compliance and participation in international trade shows. KPIs include 100% YoY export revenue growth and adding 2-3 new markets annually." [https://herbaldispatch.com/blogs/investors/herbal-dispatch-unveils-strategic-business-plan-for-2026-to-drive-sustainable-growth-and-enhance-shareholder-value](https://herbaldispatch.com/blogs/investors/herbal-dispatch-unveils-strategic-business-plan-for-2026-to-drive-sustainable-growth-and-enhance-shareholder-value)

juventinn1897

What a clueless comment. Byd doesn't sell in USA, and EU controls their own tariffs on China. EU should be promoting their own domestic brands. But they can stay poor too. Even choosing to become more poor!

juventinn1897

Some random award from a shitty magazine.. who cares? Face the fact EU provides little value and is giving that away for some temporary pricing power on cheap products. As rates stay high, gdp continues to stagnate, and domestic businesses lose market share they will inevitably begin declining in gdp.