EU

DataExternal4451

OTLK fell from \~2.6 on 25th August due to receiving Complete Response Letter (CRL). They have resubmitted and the PDUFA goal date is now 31st December. They are approved in EU and UK so there should be significant impact if they get approval for US

kaapooj

sustainability demands are being roled back in the US and EU

BackstrokingInDebt

Yes repeatable process is important. However the quality of the process with the data/information available to you is very limited. - you can try to read the fundamentals but lack breadth of companies - you can focus on factors but the quality of data available like broker sites are OK at best - technicals maybe, but value consistency is questionable It took a few years then I finally downloaded every month end and aggregates up my holdings and did a 5 year returns analysis and realized just how I underperformed. Eventually I found most reliable process is the simple risk and rebalance approach - risk metrics on asset and exposure - stocks/bonds - US/EU/APAC - rebalance set target weight and rebalance on set time (6months) to force allocations back to original target weight.

Interpersonal

TSLA sales down 40% in EU is fine because it’s only like 2 less cars sold there

gizamo

Yet nearly all EU countries provide a better quality of life than the US. Wonder why that is. Hmmm.

gizamo

If only the EU could cook their books too.

runmeupmate

haha. EU projected <2% for next 3 years

Gold_Quarter9521

you could do options on stocks, or as people suggest, use the ETF route- there have been a couple of ucits ETFs listed recently that do such, or use some of the existing. already mentioned tickers. Or consider moving up the risk scale within the bond category or possibly consider 'alternatives'- there has been an interesting catastrophe bond ETF launched this week that 'may' yield 8-10%. Many ways to skin a cat but remember in investing, there is never a free lunch... with higher yields comes (usually) higher risk, or in the covered call example, not100% participation in an equity index/stock rise... You can get some high yield stuff (almost twice bonds) but it depends if you want to sleep at night. Also depends whether you are US or UK based- the universe in the US for these more esoteric ETFs is far wider (thanks to EU regulation ofretail).

kaapooj

EU leaders seen celebrating 0.4% q3 growth https://ec.europa.eu/eurostat/web/products-euro-indicators/w/2-05122025-ap

No-Acanthisitta7930

The US debt to GDP ratio is roughly 125%. That is objectively bad, but when you compare it to other global mega-economies you start to see a picture that is a bit different. China's debt to GDP ratio is about 115%, for example. Sure its a bit "better" than the US, but it is roughly in the same ballpark. The EU is at about 95%. US debt is "transparent" in that we know exactly who we owe. China's debt is a bit more complex as it is tied up in gray local government loans and the property market. This fact alone means they are more in danger of a hard landing. Japan is THE worst. Their debt to GDP ratio is so bad, its like 200% or worse. China's debt is more volatile. While I agree the US has to get a handle on it, I don't believe we are somehow "uniquely" screwed vis a vis the other major economies of the world.

Hairy_Muff305

In the US there will always be favoritism to LLY, but NVO should still do well in Europe with this drug as they will similarly favour an EU pharma company over a US one. Particularly at the moment with all the divisive politics. Ok, there are less fat cunts in Europe than the US but NVO should still do well there.

Europeanroadbycar

Yeah with the very good health of the EU economy let's see for how long this will last...

himaalayan

NVO let’s go 🥳, finally can unload my bag in EU open 🥳

typo9292

So it’s fine to pollute the ocean with electrical noise and god knows the damage from installing these things or you could just go nuclear. The hypocrisy knows no limits in the “EU”.

ExeusV

Leading node stays on Taiwan and their gov will make sure that it is only there. USA and Germany is more because of US and EU chips acts

SzBaptiste26

Dude talks smack about USD but then owns USD stocks... make it make sense. You're just proving the US is better. You can't even invest in EU because you know damn well it's far behind.

SzBaptiste26

I use debt as leverage, I have multiple condos and houses that I rent. I'm all good because of leverage. So again, what is bad a bout debt? Also, US only underperformed this year only, so what's your point here? US always better in every aspect. It controls the world economy lol. EU can't compete.

J0hnnyBlazer

\- The machines are EU made, and reason they doing only 4nm there is just taiwan protecting their interest \- nah because TSMC owns alot of the IP's and know-hows, would slow down semi conductor industry prolly by a decade etc but eventually be back in business, but the Ip's and patents holds alot of value \- its not speculative, its the safety plan

Pure-Relation3902

Discovered the EU version of ASTS. It's a penny stock and it doesn't get much attention imo. It's called Eutelsat ($ETL, listed in the french stock market). Saw it's the second largest satellite constellation after Spacex's.

Danishsomething

Cessatech is gonna launch productiob soon. A nasal pain relief for children. Have production approved in US and EU. Seeing potential next month or two

Voaracious

I see no way to tell the eventual winners from the losers at this point. First split - room temp vs supercooled. Second split assuming room temp wins - atom based vs photonics vs other. Third split - all the various companies and governments around the world racing down various atom based vs photon based vs weird other paths. Lot of these projects aren't public companies.  It's all hype. But the hype has a real future revolution backing it. How much is the hype worth? Maybe more than prices were a couple years ago. Not as much as prices are now. Example IONQ. There's no guarantee IONQ won't get beat by Atom Computing, some Chinese photon company, a deep freeze monster at Google or some national project in the EU you never heard of. 

Trayeboujee

Quick fact checks and things worth reconsidering: 1) Valens isn’t just a “talked about” asset — it’s already integrated and creating real synergies. SNDL completed the Valens acquisition in early 2023, bringing in extraction, processing, and manufacturing capabilities that materially expanded product offerings and lowered cost structures. The combined company generates over $1 B in pro-forma revenue and SNDL has realized annualized cost savings that have already exceeded targets. 2) They’re not sitting on GMP hopes ,they are executing partnerships. SNDL has signed agreements with HYTN for EU-GMP-certified manufacturing and received initial purchase orders under that partnership. HYTN will process EU GMP product for export to regulated markets like the UK, showing SNDL is moving toward standardized pharmaceutical production capacity, not just implying it. HYTN Innovations Inc. 3) They do have a strategic balance sheet , no debt & large cash/investments. As of early 2025, SNDL reported hundreds of millions in cash and marketable securities, zero debt, and ~$1.1 B in net book value. That gives them flexibility to deploy capital, buy back stock, and pursue growth or restructuring opportunities. 4) The U.S. optionality you dismiss isn’t zero , it’s structured differently. SNDL’s SunStream vehicle holds secured positions in U.S. cannabis operators that can convert into equity if federal law changes (e.g., Schedule III rescheduling, which would unlock banking and tax efficiencies). If that catalyst hits, those positions instantly become operating assets with real revenue potential. This is a legally embedded upside, not just narrative fluff. 5) They’re strategically pruning and optimizing operations, not just holding failing assets. SNDL has rationalized its facility footprint, cut costs, improved margins, and is expanding higher-growth segments (e.g., infused products, retail data monetization). These are execution moves toward profitability, not just high-level promises. Yes, SNDL has legacy challenges and the transition isn’t complete ,but facts show they’re actively executing acquisitions, reducing costs, improving cash flow, building GMP partnerships, and holding structured optionality in the U.S.. That’s a lot more than “vague words on a slide.” If you’re bearish because you think nothing is happening behind the scenes, the actual filings and press releases suggest there are operational and strategic catalysts worth examining

stickman07738

I always laugh at this stuff as the UK, Ireland and the EU has been employing offshore wind for multi-decades. It is just political nonsense - I wish reasonable people were in charge.

graavejrsdag

It will be canceled dude, like all the empty promises your own administration makes every day. EU had a GDP growth of 1,5% in 2025, wouldnt call that stagnant still. DAX the german market is up 22% YTD, outperfoming SP500 by far.

SzBaptiste26

EU is so behined lol NA is, has and will always be on top.

wafflepiezz

You think EU controls the market? Nah son 🇺🇸🇺🇸🦅🦅🦅📈📈📈📈

himaalayan

EU markets are red, how will spy be green 😭😭

Looong_Pig_Blankets

Preparation is not the same as being insulated from sanctions. There's many variables - do the EU get involved in sanctions, do all of ASEAN or just some. Have enough countries begun to build their own sodium ion batteries or still too dependent on Chinese suppliers. Does a US admin use the same dumb tactics as so far or do they build a cohesive tariff and sanction strategy. And fundamentally China will absolutely manage to survive economically for many years even with sanctions but the point of sanctions on an economy that size (same thing as with Russia) is to slow down its gdp growth. It's a long term strategy not one that makes a difference within 2 to 3 years. But will this blockade/invasion be a 3 month operation like China hopes or will it drag out? That is what will define the impact on China's economy. If they take Taiwan no amount of sanctions can unseat them. It's a done deal. China is better insulated than many because of the size of its economy.

unpaid-astroturfer

EU is 1/6 of the world economy

likamuka

> for the next 10 yrs I bet you were not even born when EU was outperforming the US in 2000-2012.

DefiantDelta

almost every EU index doing noticeably better than QQQ for a year straight invalidates Europoor claim and reinforces Ameripoor reality

Upstairs_Whole_580

I didn't see him say it either, it just makes more sense. And the obvious solution is what? Hold? The EU has more punitive Capital Gains taxes. 19-30%. So it's even possible he's hit capital gains and his tax bracket puts him in the 30% rate. I really do not know.

Orennji

1. So many lofty buzzwords! But forgot to mention that almost all the *existing* revenue comes from capital intensive alcohol retail, low margin cannabis grows and getting lucky selling shares on meme rallies. And there is no indication there is enough demand as a third party "service" provider to the industry, especially since many of the high margin services you list can be done better in-house or by more nimble specialized ancillary companies. 2. Tilray, Aurora and various other LPs already have fully owned GMP-certified facilities up and running for EU export. SNDL is far behind the race in this area. How can sndl become a leader in contract pharma services when they don't even have their own GMP license facility? If being "asset light" is just another word for being a middleman paying for someone else to do it, why is the middleman even necessary at all in this case? 2.5. Can you name one application of "AI" that is making a difference financially for SNDL, right now? 3. Modular grows are not a new idea. In fact, they were the main cultivation system used by the failed LP, Delta 9 Cannabis. There are no real efficiency gains from going this route, and if anything it creates costly redundancies in separate environmental controls and constant overheating. This is why no other crop is grown this way. And again, if other companies already have economies of scale in large greenhouse and outdoor facilities, what is SNDL's comparative advantage in this segment? 4. Where is the evidence of operational improvement in their investments? What have they improved? One example that is publicly listed is Jushi, which couldn't even break $1 million in operating revenue in recent quarters. Literally one of the worst MSOs that will probably be wiped out by the competition even with S3. This looks like a terrible result for a wannabe private equity investor. 5. Why would a pharma company want to partner with SNDL? You still haven't explained this. They have no GMP facilities of their own contract manufacturing, and they obviously have no experience with FDA approved drug trialing. 6. Why does SNDL deserve a $4 billion valuation if it hasn't executed anything, can't grow the existing business organically, and has done a terrible job at all the extracurricular activities they've attempted?

ForlornS

Industrial robotics and tech: SYM, UBER, AMZN, MU, AMD, U. Some EU tickers are very discounted too: [AIXA.DE](http://AIXA.DE), [SY1.DE](http://SY1.DE), [SHL.DE](http://SHL.DE), [UNA.AS](http://UNA.AS), WOSB.DE. Some are up but positioned to do well in lower rates: [DBK.DE](http://DBK.DE), [DHL.DE](http://DHL.DE), PST.MI.

Several_Document2319

Why not Lynas Rare Earths (LYC)? It’s pretty much better in all metrics than MP. The only thing really going for MP is it now has govt backing. Let’s see what happens in the coming months for background support for Lynas (Japan, EU, Australia.)

himaalayan

Puts on EU open 🥳

BigShmokeBuffer

This is a Druckenmiller investment, remember reading about it in February. Really depends on how well EU and Asian countries stick to plastics regulation targets for 2030. But also never bet against Druckenmiller. I think it's a few years out before it catches on, I think I can pick it up cheaper next year and still be in time for payday.

callsonreddit

EU backs down from 100% 2035 EV target, allowing 10% hybrids, raising concern among electric startups over competitiveness and industry split [https://finance.yahoo.com/news/eu-waters-down-2035-ev-150000168.html](https://finance.yahoo.com/news/eu-waters-down-2035-ev-150000168.html)

Fit_Investment8135

This is all a new dynamic, but yes they're playing games everywhere. In the future they will probably limit exports to countries that are in their sphere, like Russia and India. But also... Once Western countries have their own refineries maybe that will permit free trade again too, who can say. China’s pause on rare earth export controls extends to EU – POLITICO https://share.google/z1O4PTJCfNPiojw6X

Different_Height_157

Yea I think other countries will benefit from the global aspect of it better than US and or EU.

level60labs

So what’s the end game? Russia starts blowing up other ships on international waters? Or EU/US flagged ships that are in route to Ukraine?

Agitated_Iron_7

It’s laughable that you think Europe of all places will create direct competitors to the mag 7. This is the most reddit tier marvelbrain take I’ve seen. “Yea!! Here comes team good guy squad to take on drumpf and elmo!!!” lol Such an endeavor would require an unfathomably large, endless stream of cash being funneled into an ever growing burn pile before it had even a chance of succeeding commercially. No chance any serious private capital would seed such a project. Then you’re left with EU governments who are already struggling to maintain their decadent welfare states. If they’re the source of capital, this would only end one way. A bankrupt Europe.

BeneficialQuality899

Nah. Nice try though EU

bourbonwarrior

SNDL/Sunstream and perhaps Jupiter Fund could partner up and do what they do best - predator lend and secure prime, unfettered accretive assets in CAN-US-EU-AUS-Israel-UK-Germany and beyond. These firms might be going the way of the Dodo in 2026-27, by then SNDL will be a Pharma Grade juggernaut with the largest capacity, throughput, margins, etc reinforcing the "financial flywheel". Bash it, embrace it, I don't give a toss. Do your own research, trade accordingly.

SukottoHyu

**Samsung** because there is a shortage of RAM and extremely high demand. The momentum will slow once the supply/demand balance out, but they are a solid long-term investment if you hold to scaling your portfolio off of AI. **Welltower** because the US and EU have an ageing population and in the next 30 to 40 years there will be a lot of elderly and pensioners. This is where Welltower will make a lot more money as they provide exposure to elder care through real estate for seniors. **Nu Holdings** because Latin America is massively underbanked and Nu Holdings are accumulating more and more customers into digital banking. It is an ever-growing market. **Royal Caribbean Cruises** because with a large population being in retirement in the next few decades, the leisure industry will likely boom. People may also start retiring earlier due to AI taking away more jobs and leaving people out of work. The leisure industry has a lot of potential. **TMC The Metals Company**, this is early stages and the most risky investment. They specialise in ocean mining and are expected to begin production in 2027. There is a far higher yield of minerals in the ocean than land-based mining and demand for precious metals keep increasing due to the technology boom. Higher yield means more money and less expenses. I've intentionally made these stock different from what most people suggest here as everyone just seems to be repeating what each other says, and I don't disagree with their suggestions, but these ones I offer show potential in other areas. They might not be as flashy and immediate as some big tech stocks, but there is long term potential. YTD Returns Samsung: 74% Welltower: 51.3% Royal Caribbean: 25.6% TMC Metals: 63.3% $10k invested in each at the start of the year would now be $61k.

bourbonwarrior

Yep! There's an acquisition for certification, an enhanced supply agreement for more biomass and then a licensing deal (dosing technology) and access to EU Pharmacies, which was probably triggered by the Executive Order and/or DOJ completion.

wrongrobertpatrick

TikTok compensation plus EU ruling

szogrom

Hah this is interesting, I'm doing this exact setup for few years where I'm saving some money for my son's future. CNDX was amazing during Covid and Nvidia craze. The issue is currency risks though - I assume you're in EU as these are EU funds. Who know what will happen with $ when we have a couple of years of Trumpism left.

ApostleThirteen

The FDA allows states individual waivers to import pharmaceuticals, specifically from Canada, so, depending on state-level prices, that's one way... Of course, they could always invest in US production, which would fit their MO as far as foreign operations in the EU work. It's pretty clear that they're quick to put up cGMP/GLP facilities wherever they can.

Nosemyfart

50% of your portfolio is in Intel and the remainder in EU companies that are not AI related.... Why this portfolio?

fate1saber

It is not number 2. It is only number 2 because Chinese EV are blocked out of NA and EU market by tariffs

TreGet234

Hope the EU makes that illegal before that shit comes here. Just holding regard stonks can do enough damage.

Boromir-Wants-

More fun and better odds doing Hard Rock flex parlay than options. I’ve got a 64.34% WR. Not a lot but $22k since college basketball started. Made 1800 this morning on China/EU. I have two house I never paid Cap gains on btw. Last May 2024 I hit the 6yr look back and saved myself $74k.

TripleSmokedBacon

A lot of people will want to call Schedule III “huge news for cannabis.” It isn’t. At least not for MSOs. Rescheduling does not elevate state cannabis into federal legitimacy. It does the opposite: it exposes how incompatible most state operations are with federal drug law. Schedule III substances are regulated by the DEA, and products are regulated by the FDA for quality, purity, safety, and manufacturing controls. That means prescription-grade products, cGMP, validated processes, traceability, pharmacovigilance, the whole pharma framework. Physicians are not going to prescribe state-market cannabis products. Those products do not meet FDA standards, and most MSO facilities operate in direct contradiction to cGMP and established pharma models. Retrofitting many of them would be harder and more expensive than building compliant greenfield facilities from scratch. Even the “best” MSOs are usually nowhere near EU or Canadian GACP/cGMP expectations. This move does not reward rule-breaking with entry into the federal system. The DEA does not work that way. Pharma does not work that way. Porous market access is not tolerated. What Schedule III really does is set the table for federally legitimate, pharmaceutical-grade cannabis products. That benefits companies that already know how to operate in regulated drug environments. It does not magically legitimize state-licensed volume producers. Next steps are predictable: DEA adopts the policy and publishes the framework. A federally compliant pathway emerges. State markets continue to exist in parallel, but they are not the same thing. Source: I work in this space at a regulatory and policy level. This is not your MSO payday.

Cool_Ad_5101

agree, they are behind. Once the EU legalizes its on!

Few-Chef-166

EU needs to legalize entirely now otherwise they are further right than Trump LOL

ARONDH

The EU has 1, 2, 5, 10, 20, 50 cent coins. Source: looked in my wallet here in Germany.

Brawndo_or_Water

Inflation is worldwide my dudes, Mexico, Canada, EU, it's everywhere, so better get used to it. The value of my house doubled since covid. I'm a Canadian snowbired in Mexico currently and groceries are almost 100% pricier than they were.

The_BakedCrusader

We should copy what the EU does and eliminate all coins under $1 and make the new dollar a coin and just round every price off to the nearest dollar.

Cagliari77

Regulatory approvals by US and European Union authorities still needed, right? Given the size of the deal, I wouldn't be surprised if either US or EU (if not both) blocked it from happening or at least delayed it by a lot. So it's not exactly a done deal (yet).

soulreaper0lu

Do you think that Europe won't regulate against China the same way they're doing right now to help their car/EV manufacturing? ASML is headquartered in the Netherlands, and as of right now there is no indication that EU will cooperate with China on that field. (Well.. unless the US continues to push for it lol)

deployant_100

And even if Europe wanted to ban chinese electroncis, you can trust the EU to debate for decades before taking a decision.

LawWeird809

Nice pump EU, it would be great if Ameripoors don’t immediately sell at open again

Highborn_Hellest

Honestly, I find american automakers struggles funny and self inflicted. First, US law said that emission needs to be proportinal to wehicle size. So, they just made "cars" bigger. Side effect is you don't make other territories emissions and outside of US nobody wants your big and cumbersome wehicles. See how Toyota, Audi, etc makes cars for all markets? Somehow they don't struggle that much. Turns out when you innovate and make cars for the entire planet, they can be sold throughout. Same shit with the cybertruck. Now, i don't think it'd be very popular in the EU, but fact of the matter is, it literally can't be sold in the EU because the designers never though of... wait guys pedestrian safety is a thing in the EU. Ford getting fucked chefs kiss for me. Turns out making slop is not a viable long term strategy.

SpecialSardine

Because it's CCP propaganda. China has never understood what makes people buy something other than price point, and they never will. China will never get ahead of the West, because quality products are not in their doctrine. Most of products you use today are products belonging to Japan, Korea, Taiwan or the US, some EU.

InstructionBig746

EU has no self respect. They won’t cooperate with China once 🥭 gives a call

NoMarketing8778

Not able to find new chip restrictions on EU? Where yall got that piece of info?

Pete26l96

For those who missed Trump's speech: 1. He's sending out cheques to US Soldiers for $1,700. 2. He wants to take down large health insurance companies. 3. He is enacting an executive order prohibiting EU companies from purchasing next generation American semiconductors/GPU (NVIDIA, AMD) in addition to the current restrictions on China. 4. He has secured 18 trillion worth of foreign investments in the US. 5. He is planning to do something about Minnesota, which is supposedly a city taken over by Somalians. 6. He wishes you a merry Christmas and a happy new year.

Pete26l96

DJT giving all US soldiers a $1,700 cheque, taking down the health insurance companies, and now restricting EU companies in addition to China from purchasing the next generation chips manufactured by US companies like NVIDIA and AMD. Interesting, very interesting.

Otherwise-Coyote6950

Why would Russia attack Poland? LMAO It's the EU that is actually seeking war with Russia

Europeanroadbycar

Ok here is my plan, US dollar will get stronger and EU currencies like HUF, SEK, DKK will get weaken in front of the dollar, bad news for jobs will come to Europe and this will boost the dollar. Full on dollar, keeping the oil and the silver in the loop, and I hope to be rich.

CuffytheFuzzyClown

EU investor here. My S&P500 is barely even positive for the year...my gold has more then doubled. In fact I started buying a few years ago when reddit was bearish as fuck and made out like a bandit in both the Covid crash (sell the gold top, buy stock dip)...dca into gold...and time to sell at a massive profit again.

awesomeness1234

Because we can trust their regulatory bodies (EU) more than the US under Trump.

GiardinoStoico

here in Europe, we have our own innovation: ETS (the carbon pricing system)... EU regulation... Green tax, carbon tax, unrealized gains tax... more regulations... I do not see a problem here /s

ratskin69

"I honestly don't know anything about the EU market, but not interested in it also." Dude there's great companies in Europe too

compiuterxd

yeah, it sucks for us. I honestly don't know anything about the EU market, but not interested in it also. The panic dumping is where we have oportunities

Quotama4

Its hard to make any money as a small retail investor from EU with the dollar dumping so hard. Also up 7% at the end of today ( in EURO ). I have similar experience. We will see for next year.

Europeanroadbycar

Of course it a joke 4.6% of unemployment much better than all the EU and the dollar is crashing down... The back to reality will be painful soon

Amori_A_Splooge

By what metric are you using notably less stable and secure? And by those same metrics how are other countries improving in relation to the US? How is the EU magically more stable and secure? Has the war in Europe improved their situation? Has their energy situation improved? Has China opened up their regulatory policies to dramatically encourage outside investment to a point to eclispe the US? Has the EU changed their regulatory environment that strangles any startup unless they manage to get into the US to get financing? Oh man the dollar v euro... It's at levels we haven't seen in... Three years... But yih are right the US is totally doomed now. I'll ask the same question I did originally, what is the comparison of the EU index v the sp500 over the last 2, 5, 10, and 15 years?

Poundcake2RedVelvet

not really, a one year time frame is plenty of data to notice a shift in capital. look at China hoarding gold, look at Japan raising rates, look at the EURO/U$D exchange rate then compare EU inflation (2.4% and dropping) to US inflation rate (3.0% and rising). The US has become notably less stable and secure because of this administration and investments will reflect that moving forward, that's also why US 10 yr treasury won't stay under 4.1% despite the Fed continuing to cut.

dvdmovie1

Definitely no. The automobile industry - with few exceptions - is at best a mediocre investment with a history of bankruptcies a mile long. So many people thought every EV company was the next Tesla in 2020/21 - none of them were, and some of them are already 0's. "all these companies are fighting over who can sell the cheapest car." Yes. "Maybe a safer investment could be Chinese EV battery companies" Battery companies aren't safe and in most cases that I've seen don't have a moat. The EU also is no longer going to require car makers to go 100% EV by 2035, not to mention Ford's 19.5B EV write-off the other day.

Bandabinda

meanwhil SXXP solid, EU >>> US

Plenter

Erm… this was actually blocked by the EU

PatrickGrey7

Please do let me know in which EU countries you can retire forever with 300 or even 500K eur ?

Frozen_Shades

After more EU tariffs comes more Canada or is more Penguin tariffs. It's tough to follow.

Consistent_Dingo_530

Trump speech is about new tariffs to EU, we need another tariff dump and taco trade back

RNKKNR

EU is excellent at destroying it's own economy. No sense stopping it now.

pmotiveforce

Nobody is afraid of Russia anymore. Paper tiger can't even convincingly roll over a former vassal state. All this "oh EU scared of Russia" nonsense is someone's agenda.

No_Barracuda5672

And consumption is soft while supply has gone up. I did look at the data.  “Oil market sentiment in August and September 2025 was driven by OPEC+ continuing to increase production, US tariffs doubling on Indian imports of Russian crude, the EU and UK lowering the Russian oil price cap, and mixed global inventory data. Sanctions and tariff uncertainty, plus an overall market oversupply and a weaker demand, are resulting in a bearish market sentiment, as reflected by weaker Brent prices over the last few months.” Source: https://www.mckinsey.com/industries/oil-and-gas/our-insights/oil-and-gas-blog/snapshot-of-global-oil-supply-and-demand

NotMe357

Kind of fun when in EU TSLA sale is down like -50% and now suddenly people care about California lol

BusinessMud7331

Is iphone 17 demand gonna outweigh the EU issues?

Personal_Yam1228

His **major** political/public persuasion goals for the United States ARE complete for the most part. He just needed to get himself one of the most powerful information dissemination systems (twitter), get a corrupt puppet (Trump) in power, violate all the govt public service depts by grabbing em by the pu$$y till he loses interest, demolish any real regulatory policing that might come at his ass, and…stay deep inside plutocratic circle. That’s really it. That’s all he cares about in the USA. That’s why he spends most of his day tweeting about the EU now, cause he hasn’t managed to topple them yet.

Pretty_Ad_7885

First of all well played but how you never saw a reason. When their sales dropped by 80% in EU, when FSD has been delayed and behind competition, when they delay cybertruck and the sales of it went to shit soon after releasing, when they had basically 0 profit on earnings this year if you reduce the carbon tax they got, when they have declining sales constantly, when BYD sold more cars than them. What would make you sell it? Are you only looking at the price?

Wrote_it2

I think it's around 400k and a million in the EU for just taxis. . I am not sure how far you get by adding Uber and Lyft to the party. I expect the TAM to grow though, in particular if the prices drop by a third like in my estimate.

kaapooj

US threatens to retaliate against EU companies over digital tax --bloomberg

pmotiveforce

It's disgusting. Part of the problem is most countries and politicians still playing by the old rules, when we had rules. They need to go after him, personally, at a nation state level. Britain, EU can do him a lot of damage if they stop trying to be civil.

stoked_7

The EU called and said nope. Europe rolls back EV mandates, ditching the 2035 ban on ICE engines.

Gregangel

Long Term investor. At least 10+ years horizon. Work in progres, all ligns (except ETF 20% of the portfolio at the end of allocation period) will get the same starting allocation (continuing in 2026 window) |**ASML**|9,51%| |:-|:-| |**Small cap EU**|8,37%| |**Duolingo**|7,85%| |**ETF S&P500**|7,51%| |**Novo Nordisk**|7,34%| |**The Trade Desk**|6,68%| |[**Monday.com**](http://Monday.com)|6,23%| |**Vertex Pharma**|4,94%| |**Rocket Lab**|4,51%| |**ON Holding**|4,08%| |**Nvidia**|2,91%| |**Amazon**|2,91%| |**Sportradar**|2,81%| |**Lemonade**|2,79%| |**Alnylam Pharma**|2,79%| |**Lyft**|2,71%| |**SoundHoud**|2,70%| |**AMD**|2,58%| |**Toast**|2,23%| |**Shark Ninja**|2,11%| |**ETF USA x2**|1,98%| |**TransMedics**|1,76%| |**Paypal**|1,68%| |**Grab**|1,02%|

Ok_Cress_56

It's not what happened at all. It was the EU that rejected the deal.

Ok_Cress_56

Um, the EU rejected the merger. Sorry to burst your bubble there.