EU

itsnotshade

You have to compare the impact of crises to understand it. With covid, the US dumped an ungodly amount of money into corporations/citizens and also opened the earliest. The EU tried to do the same, but they were slower and also not the reserve currency of the world so got worse rates. With the RU/Ukraine war, Europe was ultimately the loser. They cut off Russian oil/LNG in exchange for Russian oil refined by India and US LNG. A total retard move for economic reasons but victory for moral reasons. With the Iran/Israel war they’ve accepted higher energy costs from the US blockade and done nothing to mitigate it other than draw on their SRP. In short, the EU is run by a bunch of cucks. But hey at least you have moral superiority!

UsernameTaken_123

Even the poorest EU countries have 75 yrs lifespans (greece, bulgaria)

2020isgreat

yeah and the poorer EU countries have giga low life spans as well what's your point?

UsernameTaken_123

Western EU lifespan is longer than US avg

SnooHedgehogs5162

Deal will be done just before ASIA market opens. Koreans and Japanese are the one who pump up EU and US stock market. And then Europeans and Americans can sell off this nice pump. Thanks for the money Asia

Sellazard

Unlike spacex Costco has 293 billions in revenue and 450 bn valuation. It's 1 to 2 , not 1 to 50. There's no way nasa gonna spend x50 of what they spend. Starlink is already at full capacity and only going lower since EU and China will have their own systems. And ASTS doesn't need an antenna, just your cellphone. The only source of revenue have apart from that is xAI which is practically just renting out super expensive data centers that are not used to Anthropic. Until they build their own. Costco has fundamentals, SpaceX only sucks on governments tit

russellbrett

No, it means most of the AI talent will leave the US, and set up operations in EU or elsewhere, so they can capture the majority of the world… short sighted (some could argue spiteful) behaviour that will have long term consequences for what was once Silicon Valley as the centre of IT…

12345623567

The internet is a series of tubes. Interrupt the right tube and you control what people have access to. I don't feel like this is news? There's a reason the EU and China are trying to foster domestic AI, they know they are vulnerable.

apeinalabcoat

\> AI is already heavily subsidized. They just now added a component to restrict supply. Yes, price will go up. AI will continue to be a good investment. But that was going to happen regardless of this decision, and that isn't really the issue here. This decision is most certainly going to hurt the main labs and the position of the US in the long term. It turns the most bullish case ("US will control most AI spend") into a liability. Banning Fable isn't going to route that existing demand to less capable models, it's going to increase demand for Fable-class models in other jurisdictions. Unfortunately that supply doesn't exist, so the natural consequences are: 1) people will seek workarounds to get access and 2) increased AI investment outside the US. Look at what the consequences of US policies have been so far: 1. Massive growth in Chinese semiconductor investments and capabilities 2. Defense spend reallocated from US to Europe and Asia 3. EU business and government IT spend moving away from the US Extrapolate from there a few years into the future.

Alienfreak

70% of all top AI devs at Google and Anthroponic are non US citizens. Roughly. Chinese are the biggest group, then USA, then India and then EU nationals.

Lucyferiusz

The US is so much ahead of EU when it comes to AI, they even regulate earlier.

ArmoredDragonIMO

The moat is about two decades wide, and growing. BO just recently obtained reusable orbital capability, but they haven't figured out how to make it economical, and likely won't for some time because they weren't doing that from the start. SpaceX did all three in parallel, and at a faster pace. The ESA won't ever be where SpaceX is. Even by the time Ariane 7 is ready, the ESA simply doesn't have the launch cadence to do this at scale, which is where the cost reduction is. Six launches, which is a year at ESA, is practically a weekend at SpaceX, largely impaired by the fact that each rocket has to be made in 20 or so EU states before being transported 5,000 miles across the Atlantic, making it a logistical nightmare. I doubt the ESA could solve this even if they had a lot more funding, mainly due to politics. By this time in Falcon 9s development it was already flying commercial payloads with a higher payload mass than Ariane 7 will ever carry, while the booster landings were being perfected, with the successful recovery less than a year away. By the time Ariane 7 has its maiden launch, Starship will already have long been flying commercial payloads, with Falcon 9 being obsoleted and retired, meanwhile Ariane 7 will still cost twice as much per launch as Falcon 9 did, even if they manage to increase their launch cadence to match SpaceX. Starship is already being manufactured at scale, already proven orbital class with heavy loads, already proven to reuse the booster, already proven to soft land the ship after orbital flight. Nobody comes close to matching fuel efficiency of Raptor v3, which many said Musk was full of shit about because that level of efficiency was "impossible"...but then it happened anyway. OneWeb and Amazon Leo (both of which need a ride on Falcon 9 to be economical) are flat out uncompetitive with the bandwidth capacity of Starlink v3, and don't have D2D capability, where v3 will have D2D that matches the bandwidth of a terrestrial tower. Neither BO nor the ESA currently have any timeline to match that, let alone anything in development. Starship v3 can lift more mass than the total mass of a fully staged and fueled New Glenn at a fraction of the launch cost. But neither of them are as far behind as Russia, who is also behind India, Japan, South Korea, North Korea, and Iran, none of whom have any apparent plans to build their own satellite constellations. The only country that *could* have a chance at this any time soon is China, but only because they aren't as logistically constrained as the EU is, and they've got a lot more money than BO (but that so far hasn't been enough to help them catch up with BO either.) But how many people will want their very own GFW internet? Me neither.

RubAlarming3563

ARM is EU and are basically Nvidia subcontractors. Fuck them

awetfartruinedmylife

The downturn after EU close is the only certainty in this market

ZenCrisisManager

In case you missed it, Chinese car company BYD has now overtaken Tesla as the world wide leader in plug-in electric vehicles. And China's second largest EV player, Geely's sales are also grabbing huge amounts of market share. It's true that in the US the cancellation of federal tax incentives and the general posture of the current administration is a drag on US EV sales. And while they are not dominant, Ford and General Motors and the pure EV start ups are all steadily growing their production volumes and eating away at Tesla's market share. It's worth noting, however, that the US only accounts for 40% of Tesla sales. Fully 60% of their sales are from international markets. In the EU Tesla sales are cratering - down 26% year over year in 2025. Volkswagen group and BMW are now major EV players alongside Tesla. And the Chinese are dominating the low end in the EU. But my larger point is that Tesla earned a paltry $3.8 billion over the trailing 12 months. On a valuation of $1.5 trillion that's laughable. My question to you, and all the rest of the raging TSLA bulls, is how \*exactly\* are TLSA going to increase earnings to substantiate that kind of market cap?

Xavieros

Where you seeing this? Legit don't even get data here in EU? Google finance and DeGiro showing fuck all.

devvorare

I am 24 years old, located in Spain. I want to start investing about 150€ monthly, though it will vary. In a few months I will be moving to the UK, and after one year I may remain there, move back to Spain, or move to another EU country. I want to invest into something like an EFT based on SP500, which from my understanding is quite safe and has a yearly increase of about 8%. The problem is I know nothing about investing. I don’t understand what exactly an EFT is, what separates it from other similar investments, or how to actually invest; whether to use an app, a website, a bank, or what. Additionally, I don’t exactly want to support American companies and would rather support European ones, if possible. Is there an equivalent to SP500, but for Europe? My main problems is that I know investing moves a lot of money, and so I expect any source of information to possibly have ulterior motives. I can’t rely on the internet, influencers or llms because they are likely to give me inaccurate information, and books and other sources are probably both biased and obsolete. How can I learn about all of this?

arthjt27

Fuck it, fuck it, and fuck it again. Got 61 on 500 in EU on IBKR. 😤😤😤

Oxidrox

Green dildos in EU markets! I beg you QQQ, just follow the trend 🙏

A_burners

There's a big obvious turning point in the Ukraine War when StarLink turned off the Russian modems/receivers/routers (?) and allowed Ukraine to keep theirs. Consumer/retail isnt even important with US and EU/UK military spending in the trillions/yr and months of battlefield evidence imo. I mean, fuck Musk, but this is kinda undeniable.

fzrox

Just don’t hold it over the weekend. Apparently they suppose to sign the deal in EU this weekend lmao

Ok_Cry7572

Key Ingredients Banned in Europe but Allowed in the U.S. Got to give credit to Europe, atleast they ban some of the chemicals they allow here Titanium Dioxide (E171): A whitening agent commonly used in candy, salad dressings, and coffee creamers. It was banned in the EU due to concerns over its ability to accumulate in the body and potentially cause DNA damage. Potassium Bromate (E924): A dough strengthener and whitener used to make industrial bread and baked goods. Banned in the EU, Canada, and Brazil due to links to cancer and kidney issues.BHA and BHT: Common chemical preservatives used in mass-produced cereals, cake mixes, and corn chips to extend shelf life. Both are severely restricted in the EU. Propylparaben (E217): An antimicrobial preservative used to lengthen the shelf life of packaged baked goods and tortillas. It was banned in the EU due to potential endocrine disruption and reproductive toxicity. Ractopamine: A growth-promoting drug given to farm animals in the U.S. to increase leanness. It is banned in over 160 countries, including all of Europe and China, due to health concerns in both humans and animals.

Wide-Contribution-29

Every piece of macro news was garbage today. Oracle’s debt and equity raise, CPI, PPI, both the EU and Japan are raising rates.  L

Valkorion335786

EU raising rates due to Middle East turmoil Then 🥭 declares peace Now EU doing the Disappointed Pakistani cricket fan meme while the British are sitting there all like “roight facked innit”

Buydipstothemoon

In most EU countries it's illegal as far as I know. In Germany for example it's listed under the law of illegal gambling.

Thymetobefunny

I’ve been watching Widepoint (WYY) recently because of their work with the Department of Energy. Working in Nuclear Energy with all of the data centers opening. They have been making strides recently. Also in cyber security. Basically working on how our government can access and share and examine classified information on the move. Shows a lot of promise. 52W-Low 2.80. Recent ATH 12.25. Currently sitting 11.23. Stellantis (STLA) I believe we are ready for electric vehicles that truly have nothing to do with Musk. Welcome to Stellantis. Currently going through a bit of a flux after doing what they called a “business reset” that cost 22.2 billion dollars. But that comes with the territory. They own Jeep/Ram/Peugoet/Fiat. They know Musk has a stranglehold on the EV market here in America. So their eyes are on the EU. Part of that 22.2 billion dollars went towards acquisitions of a B2B marketplace out of São Paulo to have power over their own distribution. 52W-Low 6.28 52W-High 12.22 ATH 29.51 currently 7.04 And last I’m watching Talos Energy (TALO) if we truly go back to “drill baby drill” these guys will be a factor. They have a great deep sea mining system that’s extremely cost effective and right now is seeing a massive 72.3% Gross Margin in this economy…52W-Low 7.67 52W-High 17.05 ATH 70.98 currently 14.75

Thymetobefunny

I’ve been watching Widepoint (WYY) recently because of their work with the Department of Energy. Working in Nuclear Energy with all of the data centers opening. They have been making strides recently. Also in cyber security. Basically working on how our government can access and share and examine classified information on the move. Shows a lot of promise. 52W-Low 2.80. Recent ATH 12.25. Currently sitting 11.23. Stellantis (STLA) I believe we are ready for electric vehicles that truly have nothing to do with Musk. Welcome to Stellantis. Currently going through a bit of a flux after doing what they called a “business reset” that cost 22.2 billion dollars. But that comes with the territory. They own Jeep/Ram/Peugoet/Fiat. They know Musk has a stranglehold on the EV market here in America. So their eyes are on the EU. Part of that 22.2 billion dollars went towards acquisitions of a B2B marketplace out of São Paulo to have power over their own distribution. 52W-Low 6.28 52W-High 12.22 ATH 29.51 currently 7.04 And last I’m watching Talos Energy (TALO) if we truly go back to “drill baby drill” these guys will be a factor. They have a great deep sea mining system that’s extremely cost effective and right now is seeing a massive 72.3% Gross Margin in this economy…52W-Low 7.67 52W-High 17.05 ATH 70.98 currently 14.75

Complex-Parfait-9831

Depends how you define common, most EU residents don't even know it exists. Then you have spain or portugal where most mortgages are adjustable 

JuicyJohnny69

and ignore the PPI + share dilution in tech + EU rate hikes + Iran themselves saying Strait's closed

weekendbackpacker

America took advantage of Britain during WW2 to gain tech [source](https://nypost.com/2015/09/27/the-trunk-containing-britains-secrets-that-saved-the-world/). Japan and South Korea used reverse engineering to get ahead, now China is doing the same. The EU absolutely can (but won't and will just regulate itself into a corner)

HailNana

I totally agree with you. I merely made a counter argument to the other person and don't agree that it wouldn't work in Europe because we are culturally fragmented. Whether we are in a single market or not doesn't matter here. But that was meant to the commenter before. Again, I wholeheartedly agree that the EU is a mess and we need a single market. But as an Austrian I neither have faith in my own government nor in the EU itself.

dgellow

Regarding the population, a difficulty we have in the eu is a lot of fragmentation. Yes in theory you have a 500m people market, but in practice it’s a constellation of small countries with their own tax environment, regulations, language. You cannot easily serve the EU market at once. I’m bullish the 28th regime proposal can help but that’s just one piece on that whole puzzle: https://the28thregime.eu/ we really have to complete the single market, what we currently have is a mess

Primary-Effect-3691

>The EU has not the infrastructure to be good in service Yes, because the Euro hasn't been strong. The EU can more cheaply import the good and services to build a strong service economy (whether thats chips, fibre, whatever) with strong Euro

JuicyJohnny69

lol we barely moved from hot ppi and land invasion threats + EU rate hikes

dgellow

„I know nothing about the EU market but have strong opinions to share“ vibes

Mundane_Flight_5973

The EU has not the infrastructure to be good in service, we are too far behind, it will take 10 years to the least, and in the meanwhile mass recession

egamruf

Ehhhh... that's a massive over-simplification, and isn't that far from what the US does by having lower taxes anyway - except it steals the people and companies not just the ideas. The US and China both just trade on terms favourable to them and crap on anyone else. With the collapse of NATO and EU/US reliance, and the US blowing up the middle east, maybe it's time for its trading partners to reassess the nature of their US trade alliances. They'd be smart to do so.

Accurate-Narwhal6700

Yes, hopefully this will be the start of EU deindustrialization and impoverishment.

Primary-Effect-3691

Yes. Strong Dollar, weak Euro = Service in US, manufacturing in EU (we are currently here) Strong Euro, weak Dollar = Service in EU, manufacturing in US

rouzGWENT

Romania is part of the EU though

spendingtimee

Wait, wouldn't a stronger Euro hurt EU exporters by making their goods more expensive for the rest of the world?

Mundane_Flight_5973

EU is not strong in film, finance and consulting. Eu is strong in export of manufacture and cap intensive industries

northdancer

China's "miracle" economy is quite literally built on stealing technology. So that's not something the EU can really mimic

Forest_City_Frolfer

Management Highlights: * ***Achieves Record Annual Global Medical Cannabis Net Revenue******^(1)*** ***of $288.6 million, representing 18% YoY growth*** * ***Delivers Record Annual Adjusted EBITDA******^(1)*** ***of $53.8 million, representing 32% YoY growth*** * ***Completes Accretive Acquisition of Safari Flower Company in April, an established EU-GMP Manufacturer, adding Critical Capacity to Serve Growing Profitable International Markets*** * ***Maintains Strong Balance Sheet with \~$164.7 million of Cash, Short Term Investments and Cash Equivalents******^(2)*** ***with no Debt*** My Notes: * ***Quarterly Net Loss- 27.6M*** * ***Annual Net Loss - 136M*** * ***Winding Down Canadian Recreational*** * ***Balance Sheet looks really healthy, trading well below book value (due to heavy losses)*** Overall, they cleaned up the balance sheet and are pivoting into medical exclusively. Still taking on some heavy losses, but they have a lot of runway to turn it around. I don't like their plan long term. It tells me that they aren't able to compete in a competitive market, and with more companies pivoting into international medical, the international market will get much more competitive as well.

UniversityFrosty2426

EU rate hikes, war escalation, and red hot inflation. Definitely a Green Day unironically…

1098duc_w_the_termi

Everybody knows it doesn’t, unless of course you’re doing in it in response to everybody else’s protectionism. The EU would be dumb to disarm unilaterally.

ShittyUsernane1222

the EU although overly conservative with regards to money, investing is slowly warming up on the idea of government investments on corporations and china style economic planning the same way an r/investing user is learning about 0dte options and is experimenting with them before becoming wsb regard

ClearlyCylindrical

stronger does not neccessarily mean better. The EU's exports will be more expensive and thus they will be less competitive.

Primary-Effect-3691

Don't think it works that way. Some business might move from EU to US, but a strong EU that's able to import US tech cheaply supports a strong service sector in the EU. Think tech, film, finance, consulting etc would boom if the EU can buy cheap hardware from US makers with a new, strong Euro

TipEmpty8429

EU rate rising, war escalation test and higher than expected PPI all within 8 mins of each other. It’s going to be a long day

IrelandRecession

What EU company is going to compete with American tech??? EU “protectionist policies” are actually just taxes on EU citizens. Because the one thing EU is good at is generating tax revenue.

Mundane_Flight_5973

Yea, and the EU is a net exporter, so all the win for the US

Legendary-Lemon

NBIS gonna drill at this point. Aren’t they based on the EU?

TipEmpty8429

No way this is a green day now. Rate rises in EU and major escalation Trump tweet

JuicyJohnny69

EU rising rates, war escalated in AH, orcl earnings flopped. PPI incoming, if this pump is sustained the market successfully fooled me and obliterated my port

Legendary-Lemon

EU rates increased so much expect a bloodbath today

TipEmpty8429

EU rising rates and Tweet of war escalation within minutes. Big red day ahead

TipEmpty8429

EU just raised rates

Legendary-Lemon

My point is that: *EU hiked the interest rates.*

TipEmpty8429

EU rates

Legendary-Lemon

EU just hiked the interest rates .25

TipEmpty8429

EU rate rise decision due shortly

NotMe357

10mins until EU Rate decision

ArtResponsible4457

I assume the EU will be forced by Trump to use Starshield (UK already signed up last week) and it will boost SPCX. I would wait with shorting for some major fail with Starship. But if they succeed with a datacenter demo deploy, sky is the limit.

Omegatherion

There are tons of S&P500 ETF you can trade in the EU. Ishares, Xtracker, etc... Just Google: "europeen S&P500 ETF with low expense rate"

moldyjellybean

grift market to the extreme. Tesla is still sitting close to 400 while losing as much as 50% sales in some EU countries. There was zero reason why the market should have gone parabolic during the Iran war

KaleDizzy6915

Does the last sentence have a typo or am I just so sleep deprived that I'm misinterpreting it? I'm rather new to investing, bought my first stock last year, so excuse my inexperience. Correct me if I'm wrong in understanding your meaning: Spy has a global demand since US citizens can trade it on a US broker during your banking hours. And due to the time zone difference, while the market is closed for US brokers, you can buy/sell SPY on a different broker site/app adheres to EU times since the market is open for us while it's closed for you?

KaleDizzy6915

Oh yeah, I did see them when I found spxs, just wanted the equivalent of spy. Often see people posting short term trades for $spy on here and only found out that it was s&p500 this weekend. Honestly feels like safe trades, cause even if they go down the s&p 500 is very safe and a good option to make short term trades on. Basically what makes spy good is it's low cost and actively traded, so you get quick buys/sells. Essentially wanted to know which stock has a high trade volume in the EU for s&p 500 or stoxx600

softDisk-60

450M is the total population of the EU https://www.statista.com/statistics/1385885/apple-products-services-users-eu/

softDisk-60

Total iphone&ipad users in EU is ~125 M

Greedyanda

Considering the much lower fees and automatic integration with almost every relevant European bank, it wont take long for Wero to become a massive problem. Wero is far from the only competition though. A large part of European transactions use SEPA directly. It's a very common option with many vendors. PayPal faces an uphill battle in every market, having to deal with legacy providers, alternative fintechs, tech behemoths, and international consortiums supported by the EU. It is a very risky gamble.

HotDoor4125

The 450 million figure is EU iPhone and iPad users specifically, not total smartphone users. Android users having AI alternatives doesn’t change that Apple is locking out its own existing customers in a major market

HotDoor4125

the EU situation actually makes this more interesting since Apple’s AI is constrained in Europe precisely because of how deeply integrated it is across the OS. That integration is simultaneously its biggest strength in the feature scenario and its biggest regulatory vulnerability in the interface scenario.

desilent

EU market pumped a little probably just for US to take profits and then go straight into a V

FriedRice2682

>When it comes to the US, we know that their massive domestic production and reserves alone are enough to push them toward near- independence regarding the local import and export of all energy and energy derivatives. US is still dependant on crude import which are priced on an international benchmarks (WTI), of course there's always been a local discount since Canada can't get most of it's oil out. But that changed with the TMX pipeline and its expansion. If for some geopolitical reason the price of crude stay high, there's a good chance Canada will build another pipeline East, but that would take some years. Anyway, as for the reserves, the oil company are saying that at the pace the US is emptying out it's reserves, we could see some problems as soon as early july, because thought it's got 365mb, not all of the reserves can be draw down as the salt wall of the reservoirs could collapse, and there's some level at which the pipeline pressure could be insufficient to sustain the same drawdown quantity. Is the US better positionned than the EU and Asia in this conflict, yes, is it hurting less, yes, does it mean that it doesn't have an impact on the economy, especially if the situation last for months, absolutely not.

ACiD_80

Buy EU cloud stuff... they are planning to stop using msft

uqubar

Will starlink reach a certain capacity soon without new versions of the satellites? Seems like it would constantly be hitting a wall over the US and The EU as the need grows.

ZeroSumTruths

How is EU stocks not at 0? They don’t make anything and doesn’t have any AI companies.

-jk--

Ah, left half cows. That brings me right back to the first episode of "Under the dome" 😉 Edit: [https://www.youtube.com/watch?v=fTl\_yCJh\_EU](https://www.youtube.com/watch?v=fTl_yCJh_EU)

Tainlorr

This is why we invest in Americna stocks and not EU crap 

NurUrl

kimchi200 is getting smash and the EU quite possible will continue to sell tech.... So prepared for maybe a negative pre-market

Panthera__Tigris

Here is why: \- There was an oversupply of oil before the war. \- Half of the Strait traffic is now being routed through pipelines by both the Saudis and UAE to bypass the Strait. UAE is also working on another pipeline which is [halfway done.](https://www.reuters.com/world/middle-east/new-uae-pipeline-bypassing-hormuz-now-50-complete-adnoc-ceo-says-2026-05-20/) Even Iraq is planning routing through Jordan and Syria. [Saudi jet fuel supply to Europe higher than before Hormuz closure, data shows](https://www.reuters.com/business/energy/saudi-jet-fuel-supply-europe-higher-than-before-hormuz-closure-data-shows-2026-06-09/) \- There are still some tankers crossing the Strait. It's only 10% of before but it adds up to the rest. \- More Russian oil is flowing now than before. Thats a lot of barrels being added. The sanction waiver expired, but it doesn't look like US/ EU are enforcing it now. \- Venezuelan oil is also starting to trickle. Almost 1.25 million barrels now with most going to US and India. [India ramps up Venezuelan oil imports amid gulf crisis](https://timesofindia.indiatimes.com/blogs/voices/india-ramps-up-venezuelan-oil-imports-amid-gulf-crisis/) \- China's economy has still not recovered so demand is low. Plus they are also doing quite well with EVs. [China Oil Imports Fall to Eight-Year Low](https://www.bloomberg.com/news/articles/2026-06-09/china-s-oil-imports-plunge-to-eight-year-low-on-war-disruptions). Even other countries are cutting back on oil usage by instituting work from home and stuff like that. \- Oil is already 50% higher than before the war. While the disruption is just around \~10% of global supply (would have been 20% without the pipelines). 50% is already a LOT. \- And lastly, everyone knows the situation will eventually ease for oil. This is why December futures are lower than spot (aka backwardation).

ACiD_80

No but i got a turbo (its an EU thing) with 20x leverage

SamLeCoyote_Fix_1

China has storage and Renewable energy, less in EU and Asia and storage levels are low in US because they are selling oil for export at high prices...

tryingtohitchall

Im so used to EU being used an an abbreviation for europe, im sorry i meant euromarkets

tryingtohitchall

Which is why i framed it as a question, i also was specificslly talking about the EU market

Loose_Hornet4126

Did you forget about Brexit? Very little impact UK has on EU market much less US market. Which will be based around CPI/inflation data point tomorrow. Don't try to connect unrelated events to market decisions

tryingtohitchall

Massive riots in the UK might impact the EU markets tomorrow, or it might not, how was the markets after george floyd?

CartoonLamp

Ah, only in EU for now, darn

SnooHedgehogs5162

BUY DIP. Tomorrow asia and eu market will pump It up as well. Everyime when Us market is down then EU pump it

DonkeyCold832

I am based in EU, long term Apple user but recently considering switch to Android despite the lower privacy(which does matter to me). Was waiting for usable Siri, that would keep me with Apple. After this announcement I will test run an Android device in parallel to my iPhone.with the goal to move completely.I think Apple is dissapointing many EU folks.

RockmanMike

I thought the EU was shutting out Tesla in favor of Congress EVs?

Loa_Sandal

No, an EU approval would apply across all of Europe. In the absence of that, individual countries can approve such systems on an individual basis. Which is a major pain in the behind for any company to navigate.

japan_eq_nerd

One angle missing from this thread: VT's geographic diversification doesn't protect you as much as you'd think when semis correct, because the Japan and Korea allocations are heavily weighted toward semiconductor supply chain companies. Tokyo Electron (TSE:8035), Disco (TSE:6146), Shin-Etsu Chemical (TSE:4063) — these are major components of VT's Japan slice. They're geographically "diversified" but highly correlated with SOX during downturns. In the 2022 correction, Tokyo Electron fell \~50% while SOXX dropped \~35%. So VT's effective semiconductor exposure is meaningfully higher than the headline 10-12% figure. The diversification is real for country-specific risk, but semiconductor cycles tend to be global and hit the supply chain regardless of where companies are listed. Also worth considering the demand side: there's a structural new market forming that isn't priced into most semiconductor cycle analysis. Ukraine is consuming an estimated 5,000+ drones per day. Both NATO members and non-NATO allies are now treating drone fleets as standard military inventory — a replacement for conventional missiles, not a supplement. The EU rearmament wave, accelerated by US pressure to hit 3%+ GDP defense spending, is creating procurement pipelines that didn't exist 5 years ago. Drone-scale semiconductor demand is a different profile from AI or mobile — FPGAs, microcontrollers, RF chips, sensors — and it's largely recurring since drones are expendable. Japanese companies like Renesas (TSE:6723) and Murata (TSE:6981) are quietly exposed to this theme. The bear case for semis assumes a cyclical correction in AI/consumer demand. It may underestimate this new defense-driven baseline.

Choice_Potato_6279

There's no option to buy IPO in Europe bro, all of EU brokers suck ass.

AwesomeMacCoolname

Are cattle over there not tagged within a few days of birth? Because here in the EU you can't buy them, sell them, transport them, slaughter them or even dispose of them to a knackers yard without a tag. Tags have to be physically checked by Department vets at least once a year. And if you had tagged cattle and then suddenly you don't, questions get asked.

polishedchoice

Great write ups from the industry point of view. I also believe, that gas is a cheap source of power in the US compared to other countries in the EU. Are these gas turbines mainly for US data centers or it is desired to be used abroad as well? I believe gas is also cheap in some Middle East countries. But are data centers being reliably built there? Not sure if we’ve seen anything other than commitments yet?

JSP9686

Don't sell, we need more power than ever. Data centers need to do a better job of explaining how they won't disrupt their neighbors wrt noise, water, power draw, employment, etc. Windmills, without subsidies, aren't their best line of business in the USA, but perhaps the UK & EU, etc. still want/need them.

SuddenFlatworm7971

1. East Asia do not have an integrated market like EU or North America, is geographically isolated from the rest of the world with scarce natural resources. Having few concentrated vertically integrated companies is essential in East Asia as they need to really maximize efficiency to stay competitive. 2. Korean conglomerates are not above the law. If anything they are at the mercy of the government.

profesor_paiche

I work in the energy trading market (in the EU one) and all I can say is that it is complete madness but cool AF. Inherently, this market is the most random one as it is getting more and more expose to weather, and that sht cannot be forecasted easily or fast enough. You can easily see prices go from 200€ for the early morning contratcs, and crash to -300€ for midday. It took me months trying to wrap my head around what negative prices mean for the energy system.