EU

AnonymousTimewaster

For the benefit of others, it's the EU Vanguard S&P500 fund

bungholio99

That’s why JP Morgan and Global X has those IE, EU or LSE listings. You get nice 8-12% yields and mostly completely tax free, but sometimes there is a 1-2% Spread because of low volume. You could also look into those swiss stocks that have 0 witholding tax in general, this should also improve your situation and it’s often a 4-5% yield you get. Holcim, EFG, U-Blox, Avolta or Clariant.

Astronaut100

I don’t see how liquidity dries up when the US alone pays $1T in interest every year AND runs on trillions in deficit. The EU is also spending a lot more on defense. The party will continue until they raise interest rates, which is not happening under the current administration.

xzstnce

They can and will. The Ukraine has a massive army and the EU is weak politically. Russia has been attacking and scouting military bases all over the EU for years now, without repercussion.

ExcitableSarcasm

Are we watching the same geopolitical show? The one where all the major EU leaders dropped everything to pay homage to Trumpo a few months ago? As if we haven't been living under US hegemony for the last 70 years.

Horcsogg

Most likely nah, EU would retaliate like hell, sanction your asses to ground.

dopef123

Russia can’t attack the EU. They can’t even deal with Ukraine. What are they going to attack the EU with?

Zaknafein_bg

Except for the Russia part. They’re more likely to mass bomb ukraine and enter there instead of attacking the EU

xzstnce

If Greenland is to be attacked or annexed by an ally, then Taiwan falls, Israel rolls Palestine, Russia attacks the EU directly since no US retaliation is to be feared.

xzstnce

EU will dump US bonds

Odd_Helicopter_7545

They have nothing in common. Taiwan falls under the umbrella of the US because they are important to their interests. No one wants to fuck with the most powerful military and economy in the world. Invade Taiwan would not only pin the US against China but then the EU would turn on China and China would be absolutely destroyed economically since they would be sanctioned and their export drive. economy would collapse

Noble_Bastard

If only we knew if/when 🥭 was going to take Greenland. Getting closer to selling my holdings, as I can't see the market taking that one well. Yes, taking territory from an ally (and NATO member) is far different than bombing Iran, Nigeria or Venezuela. I doubt the EU has an willingness to actually stop a takeover, just some social media outrage as usual, but that doesn't stop the fact that sanctions would be likely from many in the Western world. Doubt sanctions could ever have the affect they did on Russia against the US, but also doubt it won't be felt at least somewhat.

Angrenost

There could be a coalition of EU and rest of the Americas vs US. There's no ruling out a ground war with Nato forces supporting Canada, Mexico and rebelling US states.

gagagagaNope

Most EU countries have effectively zero military. They've lived parasitically off US protection for decades. EU look after itself? LOL.

Turbosuit

I'll go a step further just split the world in 3 already. America, South Asia/Africa, North Asia/Africa and EU. Cmon already. Rule as a triumvirate. Everyone obtains their aspirations. And make Australia a prison as God intended.

gagagagaNope

What do you think it means? It's not a military alliance. The EU has no army, no command, and very few countries with any real capability, most of which will ignore the EU like they have with the supposed sacred EU rules on .. well, everything. Are you seriously suggesting the EU will go to war against the US? With what, broom handles? How would they physically get troops to Greenland? Fight with what? Do you seriously think a french or german family would send their child to die for ... well, what exactly? They've not even done that in Ukraine when an agressor invaded - they did the opposite and continued sending 10s of billions of euros to Moscow for oil and gas. If (and they won't) the US invaded Greenland, how long do you think it would take to capture a few towns of a few thousand people, most of whom don't care which foreign power lords it over them. Nice of you to assume i'm American, i'm not. Why are tariffs suddenly bad to the EU, when the whole existence of the EU has been based on defining and applying them to fund itself? Maybe look at what you're forced to pay on imported food, clothing, cars, electronics ... well, everything. I'll help you out: [https://taxation-customs.ec.europa.eu/customs/calculation-customs-duties/customs-tariff/eu-customs-tariff-taric\_en](https://taxation-customs.ec.europa.eu/customs/calculation-customs-duties/customs-tariff/eu-customs-tariff-taric_en)

klyphw

I’m not suggesting warfare I’m agreeing with the parent comment above about EU getting rid of American products/services similar to what they did with Russia

InjuryEmbarrassed532

I was born in "Europe" and I am a dual EU/US citizen. The EU won't do anything very consequential over Greenland, period. Going to an all out economic war with the US would be more than just poking their own eye, given the state of major EU economies (not catastrophic, but in a more precarious state than the US economy...things are worse in Germany than they have been in a very very long time, especially with its famous industrial base). The fact is that the EU is ineffective against players like Russia and China, consider the Chinese bids/purchases at infrastructure in Greece, Italy, Greenland itself and some other countries. Best case scenario the US gets to build more military infrastructure on Greenland, and other concessions...while Denmark maintains ownership.

InjuryEmbarrassed532

Never happening. In the end the most likely outcome is the US getting to build more bases on Greenland, and other special concessions. Maybe an outright purchase. The EU will do nothing more than send strongly worded letters. Absolutely not in a position to go all out economic war with the US - no matter what Reddit children tell you.

jnas_19

Greenland will either be purchased/grabbed in a deal or will not be invaded by the US. If NATO/EU doesn't fold at all Trump will. That's my take at least

jnas_19

Taiwan invasion is an immediate recession and mass liquidation even if EU/US do nothing. That's just how much Taiwan's chip infrastructure/trade matters. Who is the EU more likely to cut in either of these scenarios? Their biggest trading partner and long lasting democratic ally/provider of security or China who actively backs Russian imperialism?

VoidMageZero

Attacking Greenland means the EU cannot trust the US ever again, it would mean NATO is dead. They would have to fully militarize to be able to defend themselves, that's what I meant by a full war economy. They would probably drop US bonds too, or at least stop buying them.

Worried_Quarter469

If we were at war with the EU, 50% chance those troops defect and fight for the EU

motorbikler

I think they would essentially boot out American companies. People will say "how could they, we have so much great stuff." The consumer goods are all fully replaceable. Nobody needs Facebook or Instagram or even Whatsapp. They don't need Amazon. They don't need Coca Cola or Levis or Starbucks. I think you would see an absolute mad dash to getting of American cloud providers. It would have an enormous effect on revenue for S&P 500 companies that flows from the EU to the US. All the talk about how much money the US spends on defending the world. It floats some ships around, maintains some bases that Europe contributes to, and in exchange gets trillions from the global economy. But the US wants to give this up for expensive occupations instead? That's cheaper than fielding some aircraft carriers to hotspots as a show of force? They want to exchange wealthy Europe for Central and South American buyers? Not the strategy I would choose.

VoidMageZero

They would probably go full war economy, this might not be WW3 yet but more like the opening steps towards WW3. Instead of the US and EU being allies, it might be US vs EU vs Russia/China.

jnas_19

Lets be real what is the EU gonna do if we take Greenland? Condemn us for the 100th time? Is the EU even ready to destroy NATO or their own economy over fucking Greenland? I don't think so

jawstrock

Any AI with musk like Grok is going to come out a loser of this. AI is going to need a lot of business adoption to make work financially and after mechahitler and now the teen girl undressing no business is ever going to touch adopting this with a 10 foot pole. I wouldn't be shocked to see Musk associated AI products banned in other countries like the EU either due to his stupidity. AI needs to at least try to be neutral like chatgpt or gemini to have a chance. Maybe Musk thinks xAI will have the online hate speech bot market cornered, but I doubt that'll be worth 230M.

analbuttlick

Not much to explain really. Everyone in Norway has an account they can purchase and sell stocks from where the gains/losses don’t get taxed unless you take the money out of that account. The downside is that it only works with EU stocks. Im sure other countries have the same offer for their citizens

Jupitersd2017

Yes they will go to war, what do you think being a member of the EU means? Honestly I don’t need an answer, your response tells me how indoctrinated you are and I’m sure you just know that you are right, and tariffs are a great thing for everyone. You get what you voted for and I hope you will continue to enjoy the next few years.

vag_pics_welcomed

Yes, i allowed it to happen just as the EU does too. They complicit, scared and weak. What does my vote for Harris have to do anything about that?

InjuryEmbarrassed532

0.86 against Euro is actually above historical averages. International stocks outperforming 1 year out of the last couple decades is an exception not a trend. Times are different now, the EU has no tech sector, a declining legacy industry and overall fading economies. China stocks well, good luck. Trump will likely go away, EU ineptitude is a constant only getting worse, PRC stocks are not trustworthy retirement instruments - in other words you will lose long term if you bet against Uncle Sam.

SaltyRedditTears

>Copilot’s answer My highest‑conviction sub‑$50B pick for 2026: GlobalFoundries (NASDAQ: GFS) Thesis (one‑liner): A specialty semiconductor foundry with improving margins, strong cash generation, and multi‑year U.S./EU capacity build‑outs that directly benefit from re‑shoring and AI/automotive demand—yet the stock is still down year‑over‑year and well below prior highs.  >Deepseek’s answer: 🎯 Two Analyst-Picked Small-Cap Ideas for 2026 1. Opera Limited (OPRA) · Market Cap: ~$1.28 billion · Thesis: The Norway-based browser company is seen as well-positioned for long-term secular growth in digital advertising. Analyst Eric Sheridan notes it has "sustained double-digit % growth" potential, driven by product innovation in AI, commerce, and gaming. Despite strong fundamentals, the stock was down 20% year-to-date at the time of the report due to investor preference for larger companies, presenting a potential opportunity. · Recent Performance: The stock had underperformed, creating what the analyst called an "asymmetric idea". 2. ACV Auctions (ACVA) · Market Cap: ~$1.42 billion · Thesis: This online wholesale vehicle marketplace is leveraged to the long-term shift of auto sales from offline to digital. Goldman's thesis highlights ACV's potential for territory expansion, increasing customer wallet share, and product innovation driven by AI. The stock faced short-term headwinds, with its price down significantly for the year. · Recent Performance: The stock declined following a reduction in its annual revenue guidance. >grok’s answer Lululemon Athletica (LULU) stands as my highest conviction stock pick under $50B market cap for 2026 that hasn't run up yet. Market Cap — ~$25 billion (as of late 2025 data). 2025 Performance — The stock dropped about 50% due to temporary headwinds: product missteps, softer North American sales, and a CEO transition. It lagged the broader market rally, which focused on AI and large-cap tech. >qwen’s answer conclusion:%20Highest%20Conviction%20%3C50B%20Pick%20for%202026**%0A%0A**Arcellx%20(ACLX)**%20uniquely%20checks%20every%20box%3A%0A%E2%9C%85%20%3C$50B%20market%20cap%20%20%0A%E2%9C%85%20%3C50%25%20YOY%20gain%20in%202025%20%20%0A%E2%9C%85%20Clear,%20high-impact%202026%20catalyst%20(PDUFA)%20%20%0A%E2%9C%85%20Best-in-class%20technology%20with%20a%20wide%20moat%20%20%0A%E2%9C%85%20Massive%20TAM%20expansion%20beyond%20myeloma%20%20%0A%E2%9C%85%20Strong%20balance%20sheet%20&%20management%20%20%0A%E2%9C%85%20Asymmetric%20risk/reward%0A%0AIf%20you%E2%80%99re%20looking%20for%20a%20**catalyst-driven,%20under-the-radar%20biotech**%20with%20blockbuster%20potential%20that%20*hasn%E2%80%99t*%20been%20bid%20up%20by%20momentum%20traders,%20**ACLX%20is%20the%20highest-conviction%20idea**%20for%202026.

Low-Pollution-262

CING has a price target between $17-62. In August 2024, when it had patents approved in the EU and other countries, it spiked 400% in a day to $20. It might happen again if the FDA approves it, as it’s a micro-cap (~33M) with less float. UNCY can be between $15 and $45 if approved, as it has a large TAM and sufficient cash to market the OLC drug.

Heidruns_Herdsman

Europe always plays the long game, never rushes anything. It's both a weakness and a strength. It's why the EU puts up with arseholes like Orban, because eventually he will be dead and the EU will continue. It's the same with trump, European leaders are always polite, always playing along with negotiations, even though they know it's pointless. It's kind of sickening to watch but probably the best way to handle him until he is gone. It would be nice if the EU was a bit more federal and centralised so decisions could be made faster, especially when it's a matter of existential threats...

Soros_katonaja

What do you mean by consume state? That the economy is driven by services? Because if yes, then the truth is that even only EU's (not Europes without Russia) manufacturing output is on par with the USA's. And in the EU the industry accounts for higher share in the economy than in the USA.

DrSOGU

Don't you think the rift is already happening? First, the tariffs on Europe. Second, stopping the support for Ukraine. Third, Trumps announcement to lower the capabilities of US military equipment sold to Europe and implying US jets habe a kill-switch. Fourth, the national security strategy, which openly attacks Europe and even openly calls for a break-up of the EU to be pursued. Finally, the sabre-rattling itself about Greenland. All of this already is making Europe turn away from the US and harmful to US business interest. What makes you think Trump cares? He didn't up to now.

PandaCalves

An invasion of Greenland would be much more geopolitically disruptive than Venezuela. I very much hope this doesn't happen, as this would be the last nail in the coffin for 30+ years of (mostly US led) Globalization. But, I think the broad impact would be a continuation of current themes: - Gold/Silver/PM's should benefit as the current shift away from US fiat/debt would accelerate - End of NATO = EU/Global defense contractors gain at the expense of US legacy platforms - Anti-globalization = continued rise of RoW vs. US companies.

thunderbird89

I read in another post that OVH Group will go meteoric, as one of the major EU cloud providers. Not sure if they can keep up with the demand in that case, though.

PatrickWhelan

$AMZN Three major drivers materializing in 2026, first, the European Sovereign Cloud for AWS is looking more and more like a permanent EU lock in with the current geopolitical tension between US and the rest of the world, and will differentiate AWS against other cloud providers. Second, of the major tech companies AMZN has been both restrained in AI investment, and focused on infrastructure, I think this is a less risky posture than most other big tech companies who are burning cash up in AI services that still seem a little unclear on their pathway to viability, I'm sure some of those big bets will pay off, but some won't, and Amazon seems to have positioned itself to not take on too much risk here, and third, LEO getting service live alongside a bonkers SpaceX IPO is going to give a major lift to the stock. Amazon is going to have a viable starlink competitor here and the market is still not pricing this in. All that is on top of the traditional Amazon strength in Retail, where on a slightly longer timeline their robotics investment are going to continue to drive competitive advantage in the logistics world. $AMZN is a stock I really struggle to see underperforming this year, you can find higher risk/reward plays for sure but I'm thinking this is a smart hold for the year

Bulky_Wind_4356

Did you read any news lately? China is done with Russia. They recently even officially called the conflict a war. My personal sentiment is that China would much rather have the EU on their side than Russia. China in NATO?

jeffynihao

Sam Altman about to buy all the iphones in NA/EU to steal all the ram cards

lorimer18

VUUA or SPYL vs VOO reason for difference is the usd/eur price. Basically it is the same and for you in EU is better to have eur accumulating etf like spyl.

tachyonvelocity

Bought more Adidas, analyst downgrades are great entry points. Also unlike Nike, Adidas earnings have completely recovered and are less exposed to tariffs because of increasing trade between EU and China. I would also expect Adidas to take more market share in China from Nike.

Moddingspreee

Do not buy VOO if you live in the EU, it will be a nightmare tax-wise. Buy only “UCITS” etfs. UCITS etfs similar to voo are these ones: https://www.justetf.com/en/how-to/sp-500-etfs.html I personally have the SDPR accumulating S&P 500: https://www.justetf.com/en/etf-profile.html?isin=IE000XZSV718 Lastly, my recommendation would be to buy an all-world etf, this way you have a bit of diversification and aren’t going all in on the US. I have this one: Invesco FTSE All-World UCITS ETF Acc – https://www.justetf.com/en/etf-profile.html?isin=IE000716YHJ7 Good luck! If you want to find more ETFs, JustETF is a pretty good source for European investors.

gagagagaNope

Kick out US airbases then. You do realise that's basically what has and is stopping the eastern EU looking like Ukraine? The EU has been tariffing American products for decades - that's why he targetted them with his initial tariffs. Keep humming ode to joy all you like, but the EU is a runt globally with dying industries, declining demographics and fake democracy. You really think the citizens of EU states will go to war to protect the fat pigs in Brussels that they didn't choose and didn't elect? Who don't listen to them?

gagagagaNope

Utter fantasy. How exactly would the EU do that? The EU has no army and no real power. Any commandment to the EU member states would be ignored as they each scramble to protect their own interests.

gagagagaNope

The EU annexed Northern Ireland with the complicity of the UK elite. Stranger things have happened.

Just_MartYEU

I’ve heard VOO isn’t very good for EU citizens, is that true?

Thoughts_For_Food_

The major powers (US, EU, CH, RU) are racing for kill chain speed supremacy. > $ASTS: Direct-to-cellphone from space > $VRT / $MRCY: Edge computing > $KLAC / $ASML /$NVDA: Semiconductors > $PLTR: Big data analytics Let's fucking go. If we're to die in a dystopia might as well be rich.

daytradingguy

Are you considering the economics behind the fact that the US GDP is 50% larger than the entire EU and the US market accounts for 20% of EU’s total trade and there is a $250billion dollar trade imbalance? No matter what happens, even if negative to the US, the EU loses more in almost any scenario. This is why the EU ahead ro negotiate with the President on tariffs and trade. The EU can not lose 20% of its total trade, the economy would collapse.

daytradingguy

Without the bazillion dollars of military support and technology the US sent Ukraine, they would have been gone a long time ago. China would not fight the EU, but they would supply Russia so they could start taking back the Eastern European countries. And without the US, Europe would have problems.

DeRpY_CUCUMBER

We already have bases there and have influence over Greenland. We can already do what we want there. >Whatever the US does. NATO and the EU can only complain or send a strongly worded letter About what I'd expect from an incredibly ignorant American. Putting miltary force aside, the US can ban all US tech giants from the continent, Considering the market is held up by the magnificent 7, this would no doubt tank the market. Losing access to 700 million customers is not good for business. On top of that, Europe can sell off US debt. Which would cause a massive financial crisis in the US. I cannot believe how stupid some Americans are and can't see the consequences something like this brings.

Steaminmcbeanymuffin

I really doubt they sell off their US debt, they would suffer economic consequences from this as well and it doesn’t seem EU has an appetite for that

Bulky_Wind_4356

Russia can't really beat Ukraine let alone the whole EU. And China just wants to trade. The only real concern in the world is the US

jack5624

I think the bond market would be more interesting I can imagine the EU and allies dumping US bonds.

daytradingguy

The US is likely not going to “invade” Greenland. There are only 50,000 people there anyway. With enough rhetoric, President Trump is trying to force a deal where the US will have influence/control over Greenland. Probably put a military base there. Making some sort of economic deal with Denmark. Whatever the US does. NATO and the EU can only complain or send a strongly worded letter. They need the US to protect them from Russia and China.

Crazy-Buddy-164

As much as a clusterfuck as the US is, there’s really no better economic alternative. Where would investors flee to? Certainly not China or Russia, and certainly not a tepid, disjointed EU.

Horcsogg

possible sanctions on the US from EU

SilverPrivateer

EU invests 78 billion in PLTR to take advantage of the "we won't use our tech against paying customers" clause

daedalus_dance

This feels like last year in that we go into January with a lot of optimism despite absolutely crazy negative shit happening and there will obviously be a correction in Feb or March that makes half of you bankrupt again. AI is still a bubble, trade wars are still not bullish and getting more oil out of the ground in Venezuela is going to take years, and even then whats the point because we should be building nuclear. I am not bear, I just won't be bull for shitty thesis. LULU still good, gold miners still good, EU Defense still good but pretty extended... what else still good? Oh yes you, person who took time to read my comment: you are good <3

heyitsmemaya

With all due respect, the EU has been underspending on its own defense for decades. They rely on NATO defense. It’s sad.

duoexpresso

Brilliant! Hope they're not some new EU mandated biodegradable material

Chadstronomer

I don't know where this delusion is coming from. Unlike Ukraine, the EU has a strong military, and nukes. The US is on the verge of internal collapse.

therealjerseytom

There's certainly truth that with a relatively stronger Euro, an EU-based investor can buy in more per new Euro invested. But that doesn't mean that global investors are sitting around on trillions of Euros cash that suddenly gets shoveled in and makes the market pop.

Many-Sherbert

I don’t see EU nations siding with China.

Badxebec

Gotcha, I hope to see the EU step up and actually starting acting like the power they are instead of waiting for the US to okay everything. Your leaders still have this cold war mindset where they need to seek approval from America and never take the initiative. Just look at the Ukraine\Russia peace talks. Europe should be in charge of that, instead they have been entirely sidelined.

teaanimesquare

China is dumping its goods on other countries now that it can’t on the US, but the EU ( macron ) is now proposing tariffs of their own, Mexico also has added tariffs on some goods by up to 50%.

gagagagaNope

I know, thick as mince they are, yet their economy is now 50% bigger than the EU despite having a quarter less population. And the gap is widening.

gagagagaNope

You think China is a military threat to the EU? And Russia has spent 3 years trying to beat poor, poorly equiped Ukraine. Poland alone would annihilate them. And the EU? You do realise they signalled Russia was good to go invading Ukraine from their actions since 2014, don't you? EU member states have been funding the Russians in the war buy buying tens of bilions of euros of Russian gas and oil. The EU are interested in one thing: more EU. They will use any opportunity arising from this to centralise power at the expense of the citizens of member states. Just wait until they send a 'peacekeeping' force into Hungary.

Get_Hi

An EU army is neccessary because russia is strong and china is stronger. Why do you mind that?

Striking_Change3396

It takes time to build up the military again. In 2025 the EU/EEA spent about USD 500 billion on defense and it’s still increasing a lot. The US spends more than USD 800 billion, but EU spending is not insignificant. Europeans have understood that they cannot trust Russia or USA, so I expect military spending to increase or stay high also after the war end. More spending will also stay inside Europe, which is good for European companies.

BeatnologicalMNE

We shouldn't take sides with anyone here, not Russia, not USA. That's the thing. We should be Europe first, not puppets of other countries/regions (which we are at the moment). \--- It's funny how you and some other people can blame Russia for Trumps doings. It's not like USA people did not pick that clown into office? Fuck both RU & USA and let us in EU focus on ourselves.

BeatnologicalMNE

We in EU should not care neither about Russia or USA, we should think about ourselves instead of being puppets of USA.

Jupitersd2017

Europe could make this very painful for the us, the military bases come to mind first, kicking out all Americans out of EU countries, slapping tariffs on all imports and seizing American assets held overseas, the list goes on, trump is a fucking idiot

Amori_A_Splooge

I merely pointed out that your optism for a bolstered EU defense budgets has been talked about for decades and even 10 years into a land war in Europe has not made it a reality. Yes RHM has done really well since 2022, but maybe that has to do with the hundreds of millions that have been poured into emergency production of 155mm shells as a result of shortages from the Russia/Ukraine war. If the war ends this year and Russia gets brought back into the economic fold, is Europe going to still feel as emboldened to keep pushing for increased defense slending? I'd be wise to do so, but it would also be contrary to how both the EU and US have reacted with post-war budgets.

Aggy500

More turbulent is more likely in the short term. China is building a new ballistic missile every 3 days, and isn’t wanting to talk. That will likely cause panic until they achieve the level they want for deterrence. The US gaining Venezuelan oil and EU going along with it can create a split fossil economy between east and west. Taking Greenland would likely dissolve Nato leading to a rapid remilitarization in Europe. Defense stocks are very solid right now with energy. With how intertwined the global economy is large scale war isn’t likely unless a power can guarantee rapid victory or can do it without collapsing their economy. TL:DR nothing ever happens and lines go up.

Educational_Ad_6303

you're missing the point. This is not about all out war, this is about the USA losing its power on the world stage. By throwing all this soft power and allies into the gutter they'll just become a beefed up North Korea. No one wants anything to do with you anymore because you're a thieving, murdering, manipulating dictatorial country. China will gladly slide in and take your place and they will do so in an instant. If the US continues on this path the EU will gladly become best friends with China and dump the unreliable USA.

Sleepergiant2586

I work for a FAANG in Silicon Valley, good luck building another Googlr, Amazon. Businesses are not built on patriotism. Its no longer 1800s buddy. Everything is getting more and more costlier, be is starting a new business or scaling up. You need multiple billionaires to back these kind of companies (not to mention decades of successfull execution). Yea Open source is good, Linux is there from 70s how has if stopped Apple or MS from growing ? Just because few folks wh work in tech and know cosing doesnt make the world run. Building another Apple, Google, Microsoft, nVidia requires another level of investment. Its never abt skill, Its always about who will fund the skill. To give u best example. Even Germany auto companies like BMW, Audi, Mercedes have such shitty software. Super good mechanical parts bit 100x shitty software and then look at Tesla. The reason is clear, Tesla works as a tech company, they hire developers, architects, UX designers, analysts. European car companies focus more on mechanical and hardly any sw. Even the payscale for SW engineers is pennies in EU comapred to Tesla folks earninf $300K USD here. I was so frustrated with my Audi A6, sold it, went for Rivian finally. EU never invested in tech, superbly lagging behind, they cant pay money to SW engineers because no one funds those companies. Its a cyclic loop. Skill is not even a question. Its all money game.

ddlJunky

What's the EU blob?

Vanillas_Guy

The question that is always  front and center in any political and economic analysis I engage in is: "What are their incentives?" Moving away from the Nvidia stack will cost a TON of money as you will essentially have to train specialists to use programming workflows that dont require CUDA. Nvidia introduced that technology 20 years ago and it has now essentially become industry standard. Basically any mobile phone you buy in the EU will either run android or apple software. Most apps you are using on your phone are built to work on those operating systems. Creating a third OS means that you are asking all app developers to spend millions theyre already using to maintain their existing apps on two platforms to create brand new apps that work on a third platform. This will involve heavy investment to hire new workers and introduce the risk of degradation in quality for their android and apple based apps. Small and large companies are keeping petabytes worth of sensitive client information on cloud servers controlled by American companies. Asking them to pivot away from that will involve potentially billions of dollars in spending and probably some lawsuits to ensure that American companies haven't used legal loopholes to hang on to that sensitive information. Europe is busy spending billions of dollars deporting immigrants who are buying european goods while living and working in Europe. This means theyre also losing billions in tax revenue that they could potentially have used to fund the transition whilst at the same time aging their workforce. And finally and most importantly: as much as I would love to believe that politicians are selfless altruistic people who are willing to give up their own personal comfort for the public good, the median age of EU politicians isnt low and older politicians tend to prioritize short term goals. I say all of this to say that declaring digital independence from america would not be in the financial interests of an average EU politician. I would be genuinely shocked if most of their earnings arent coming from the American market. The loss in revenue would be bad for American tech companies and horrible for european investors which might be using American tech companies in their portfolios. Independence is a long term project that these guys wont live to see, so they will very likely be against it because they want to enjoy their money while they still breathe. Again, the money to even begin this journey has to come from somewhere and they are actively using anti immigrant sentiment as a political strategy to win elections. Theres no plan for what happens if theyve successfully eliminated their tax paying immigrant population and there's no plan for how millions of young Europeans are supposed to show up given that the average european family is shrinking. Ironically the immigrants that far right governments will be kicking out, will be taking the skills and experience they gained in Europe back to their home countries which are already trying to establish stronger business ties with asia. These people will be hot commodities in their home countries and be working at top firms there or being potentially hired by Asian firms.

Shadowblade83

Since the post is blocked, being to political (well, post was not, posters made it so): what in your opinion would be rising EU tech companies to invest in (after the crash had run it’s course) long term?

AllWhatsBest

Oh yeah. You got me. Almost. I'm not Chinese but Korean and I'm not a bot - I am Kim Jong Un. You're smart.. I'm so sorry you've disillusioned me. I thought Europe will change its politics after the US try to take Greenland by force. I'm so sorry that won't happen. And that it won't be the EU, but individual European countries because I thought USA is working to break up the EU. But yeah, you're right. Europe will always love Americans. Just like Europeans love them now :\*

Amori_A_Splooge

No don't you see, if there is a us decoupling. All of the EU will band together and to provide contracts to this French company... Oh wait that's not right, it will end up like every other EU financed defense endeavor where each country fights to steer contracts to their own industry.

Sleepergiant2586

Its not skill. Skill is in Indians sitting in India more than sitting in US, the prob lies who will invest billions, Europe and for a fact even other country billionaires dont want to spend a single penny in any tech firm. Fear of failure is the reason.Thats what differentiates US from other countries. In US VCs are not afraid to invest billions in any company even if they know it could go bust. EU is too afraid to do that, Same with India. Always investing in safe businesses, no risk taking appetite. Only China has this slight edge. I will rate EU far down compared to China. ##It is never about skill, Skill means shit when no one backs you.

Atrain4315

Woah EU Defense stocks had an even crazier day today than oil is

Amori_A_Splooge

What's the old internet addage? Don't feed the trolls. Trump knows all he has to do is look at Greenland and the EU loses their minds... Greenland is not Venezuela. I always find it comical when people will tell you they think the president is a liar and a cheat; but then swallow every crazy thing he mentions as prophecy or the unbridled truth....

Shadowblade83

Exactly, plus: the economic importance of Venezuela and Iran is insignificant compared to the US, China, the EU, and the rising power or India and Brasil. Shifting alliances among the bigger trade blocks would be very significant…

Spins13

We have the skills but no one will work hard for the low salaries we have. The investment in infrastructure and competent engineers would need to be massive and that is impossible politically in today’s EU

gagagagaNope

Gives them a pretext for an EU army and further undemocratic power grabs from the nation states.

petr_bena

They are one of few large EU server housing providers, but to be honest Hetzner might be even more potent.

gagagagaNope

Not the countries in the EU, the EU blob.

Striking_Change3396

They’re in an expansion phase, so their capex and interest payments are high (high leverage, so the stock is not without risk). Their EBITDA margins are high though. Their “sovereign” cloud offering is interesting, because it secures the data and makes sure it does not leave the company. I can see OVH cloud gaining popularity among companies critical to EU security. If the EU wants their data outside of the hands of outsiders they can’t rely on Azure or AWS. Those two are the clear leaders in the space, but I can see a world where OVH Cloud is preferred among EU government agencies and critical infrastructure and defense. If that were to happen, it would be monumental for OVH Groupe.

Ok-Kitchen4834

The EU is now a larger economy than China again, without the uk

EireOfTheNorth

I agree, they don't. I don't believe it would happen because EU leaders are all weak neoliberal pushovers right now, but hypothetically if the second largest economy by GDP stops trading in dollars it'd hurt like hell, a depression and recession like the US has never saw before. If the US militarily attacks us that is a hypothetical non violent nuke we could drop. Obviously with the amount of US debt China etc owns their reaction to such a move remains to be seen, but they've been getting rid of that debt in the hundreds of billions over the last decade. I can see several non EU nations being more than happy to move away from the dollar too. BRICs nations are already doing it but I can see them speeding the process up considerably if the dollar starts shaking.

CaptainCanuck93

I suspect that is baked into the cake long term anyway In Canada, people are embarrassed when they have to travel to the USa (generally excused for visiting family or for work travel), only buy American goods when no other alternative exists, etc. I suspect the EU is the same That kind of broad-based brand destruction isn't something that is easy to fix. It will take years to manifest fully but buying-American becoming socially unacceptable across the western hemisphere is not exactly great for business 

Chogo82

Major assumption that if US gets Greenland then it’s the end of the NATO?! That’s a massively bold unsubstantiated claim. It’s a territory with a tiny population and little strategic relevance for EU.

BadgersHoneyPot

Ya just look at everything the EU has done for Ukraine /s

SHY_TUCKER

I'm not an expert by any means. But, I believe: They have intercontinental nuclear missiles. They have small suitcase size EMPs. Based on my reading and IT knowledge, I believe they have compromised many critical infrastructure (power grids,etc) and military intelligence networks in the US and EU. If the gloves really come off, I'll bet Russia can do some damage.

Key-Soup-7720

Europe doesn't have replacements for the tech stocks though. It's amazing how badly the EU's fixation on regulation has bungled tech over the last couple decades.

EireOfTheNorth

Can you imagine Trump attacking the EU? All we would need to do is shift away from the dollar being the reserve currency. The US would default overnight. MAGA folk would be living on the streets - there'd be another Jan 6th but this time they'd come for Trump.