EU

Soros_katonaja

I believe China is really close to have the perfect opportunity to invade Taiwan. But I don't think they will immediately perform a landing operation. More likely they will put Taiwan under blockade. They already have a big enough navy, and the US Navy is a bit stretched out, it has to maintain presence in the Middle East and Venezuela. Also the US successfully alienated it's allies like the EU countries. If China puts Taiwan under blockade it will be very costly for the US to break it. Most likely they will not do any military intervention, the blockade will remain for a few weeks or months. And eventually the Taiwanese government gives in and surrenders. I could see a scenario that they will be granted to get away with mild consequences if they don't destroy their foundries and give it to China. That would be a huge win for China and huge loss for the USA.

Sinai

If anything this is going to make China take a step back. US operational security, obfuscation ability, and logistics put on an absolute show, and Trump showed again terrifying willingness to take rapid unilateral action.  The EU is largely irrelevant in the Pacific theater and has been for decades. The real players are Japan, Korea, US, and even Australia, Thailand or Vietnam are much more important than EU, which has essentially zero military presence.  If you're China, much easier to wait until Trump is out of office before even thinking about making waves. 

dAn_tHe_mAn7

This is not entirely true, if you are talking about electricity then yes but if you are talking about total energy the EU on gets less than 23% from renewables, The EU has an energy crisis and as a European in Western Europe bills are very expensive because of this.

kiyomoris

I like how americans keep talking about oil as if they were in the 80s. I am glad EU already has 50% of their energy coming from renewables.

thd-ai

I think everyone agrees that the US is currently a better place for innovation than the EU. I’m not betting against the US. On the contrary. I have almost 0 european stocks. And i’m fine to have currency risk on individual stocks but i’m just wondering for a large portion of my portfolio what to do with sp500 and qqq etf’s. I’m kind of wondering to do a 50% usd sp500 and 50% euro hedged sp500 etf. Same for qqq

thd-ai

It’s exactly this. Ofcourse US innovates faster than EU. We’ve fallen asleep here in the EU and with all our laws are fcking up innovation too. But yeah it’s not because innovation is faster in the US that the currency itself is good. I mean this year the sp500 did 15% or what was it in usd but in eur we only did 5%

SimplyEbic

True but China can only pull that play so many times before the US and EU start seriously firing back with their own restrictions. China's economy is much more reliant on keeping trade up then we are. EU will follow the US because we have every relevant company working with chip production, and our supply restricted means theirs is too.

horsepoop

Not just that , also implications for the world. What stops china from moving on Taiwan now? And other countries? What stops the USA from taking Greenland now and more? Will UN or EU sanction USA? What then? All our war? USA is destroying itself with Trump, and with it the world. This if far bigger than speculation on share prices 

OneTwoThreePooAndPee

You're just thinking of China and the US. There is a whole other world who are, RIGHT NOW, doing their own internal calculus of whether to remain on the side of western powers (honestly, including the EU) or break toward China. Part of China's calculation is the international backlash. The enforcer of that backlash traditionally has been the USA, and we just sacrificed the moral high ground by doing exactly what China wants to do. It matters.

IntelligenzMachine

A lot of the old boring UK/EU companies steadily print money at cheap valuations. It is basically Warren Buffett territory. HSBC 17 P/E, 50% gain last year, 5% dividend yield, slow and steady Asian expansion.

draw2discard2

Your overall point is sound but I would be wary of too easily buying into the part of "Maduro is illegitimate" especially. Everything people in the U.S., and much of the world hear about this is filtered through Western, and mostly American, media. What in the world do you expect a country that has been bent on regime change for over two decades tell its citizens? And "illegitimate" is relative. There are numerous countries around the world--let's take France and Germany for example--where unpopular leaders have managed to keep the reins of power against enormous domestic electoral forces. Countries like Bulgaria and Moldova had heavy thumbs on the scale from the EU. A significant portion of the U.S. believed that Biden was illegitimate, lol. So once you get into the game of deciding that the White House or the Washington Post or the New York Post will determine the path of sovereign nations you are already way, way, way off the map of reason.

jocona

VT is something like 50%-60% US anyways since the US markets are so much larger than everyone else. But if, say, the EU kills it over the next decade and surpasses the US, than it would flip. That’s the point of indexes, you buy all the winners (and losers) and just follow the international markets. International markets are basically just the sum total of all human productivity and ingenuity, so if you think that people will continue to innovate (invent new stuff) or be more productive or grow in population, then you’d expect the markets to grow.

jaapi

All of America benefits and the petro dollar... As awful as it is, your life as an American will be better because of this (if you are are American or UK, and if EU indifferent) Ie lot of US companies outside of of energy will greatly benefit

Big-Dudu-77

Wtf is the EU going to do? Only China can really do anything.

Stuvi2k

You are right. China will take Taiwan and this has been discussed with Trump. You get venezuela we get Taiwan. EU loses. 

socialdirection

I live long term in the US but am from Europe. So I've always been a little bit skeptical too of the US - however, I've done the research and the EU/Europe just doesn't innovate or create new industries like the US does. Yes their currency is '' stronger '' but the US really has way more cards to play with in the short and long term. Don't bet against the US, honestly. It moves way faster than anything in Europe. Europe is slow and steady, on purpose. Yes they have worker protections, but they also have outdated/formal work environments with low as fuck salaries.

Happy_Discussion_536

Facts are facts. China, Russia and Iran was building a presence there, growing influence. Western assets were being seized and being pushed out. They're the largest reserve in the world. With the game Maduro was playing it was FAFO and inevitable. Entire free world supports us behind cameras. Venezuelan 2025 Nobel peace prize winner Machado has been begging Trump to remove Maduro. Will our companies get the best deals and first dibs? Obviously but EU, Canada, UK, Japan everyone benefits from this.

SolidImpression7062

Meanwhile the UK “damn pretty impressed” the EU “cool just try not to let it get out of hand” Russia Cuba and WSB “NoOOOOoooo”

Amazing_Bat_1498

Well i think they kind of have it now. USA is more polarized than ever before. If USA is going to war with china over Taiwan at their own backyard, the people across both politcal isles would really have to stand together in a war that would undoubtly require a massive sacrifice from the american people. I cant see how Trump wil be able to unite the people for such a war given his history. Also the relationship between europe and USA has never been worse than it is today after tariffs, how Russia-Ukraine war has been handled and how USA is openly supporting the dissolution of the EU. The biggest strength USA had before Trump is that USA could count on europe having their back, but considering the last couple of months i dont think thats the case anymore. As a european it is kind of crazy how the US has gone from being viewed as an indispensible aly to a potentially adversary. So i think this this is quite an opertune time for china to attack.

ReasonableBrother448

What are the incentives for Japan to get heavily involved in the first phases of blockade? Problem with those sticks and carrots are, that nobody in the west wants to use the stick as it carries some heavy economic long lasting fallout. You have seen it with the tariff bullshit, China played the USA in the corner within weeks and EU did not even start to entertain the idea of leaving the corner in the first place. It is classical beginnings of war. Other party is fully willing and capable of starting it. Absent of heavy handed symmetry it will be the cause of actual war. Virtually all of the wars start this way, ability and willpower.

CoughRock

you completely neglect eu or china might start sanction us official or nation in retaliation for the illegal war/kidnapping charge. Obviously taco will get mad and retaliate any sanction/criticism with more 100% tariff threat to eu/china/any nation that dare to question him. cycle of counter sanction will wreck trade and sent index straight down. EU might fold like wet noodle, but china does have critical mineral strangle hold. So they do have trade leverage to force action. And taco will certainly retaliate. It might take a crash before he fold.

Septon-Meribald

r/bogleheads, there you go. Do not go to a stock picking subreddit for investment advice and make sure to check european tax laws etc. Generally for us EU folks, Broad, passive global index funds are your base, and they include alot of US stocks. Just make sure to DCA it in over 24 months and keep a sizeable cash position/pay off expensive debts first. Also look into stuff like your housing situation and educational needs before you put it all on some meme stock. You don't wanna be that intel guy.

PinPsychological82

I don’t know too much about EU stocks, and I don’t really cover many stocks outside gaming / social media. Wouldn’t be able to help you there

PinPsychological82

Can’t recall too many good gaming companies in EU. Ubisoft and Embracer are terribly run. Ubisoft has nepotism and family issues, while Embracer has really struggled as an acquisitive company without much rationale. CDPR (makers of Witcher and Cyberpunk games) is a potential play. They remind me of TTWO but on a smaller scale and a bit less well developed. Witcher 4 is coming out in 2027 I believe. If you are looking for a play like that, it could be interesting

CoolWerewolf

Trump got mentally ill libtards to side with a foreigner dictator who killed tens of thousands of people with drugs and wasn’t recognized by the EU as the legitimate president. Turns out libtards only hate fake dictators like Donald Trump and not real dictators.

Brand0n1

That this will have reprocissions as it set a precedent for other leaders. I hope I’m wrong but now China can move into Taiwan and so the same. I strongly believe that Putin has been egging him on to dk something so to lower the bar. Kind of how in the Dark Knight the joker put the bombs on two boats and triggers on each side to prove a point. The bar has been lowered and we’ll see results from that. China gets their crude oil from Venezuela, will the new government be pro UsA and stop? This will have impact the exports of Chinese rare earths to UsA and drive cost further up. Political ties between EU and UsA are now probaly at an all time low strengthening Russia in Ukraine. So surface level you see a dictator being removed whereas beneath that it will cause a ripple effect geopolitically that further ruins it for everyone else. A prime example of Trump playing checkers where the rest are playing 3d chess.

JunkSquadPlant

*yawn*, i saw that episode on the BBC too. Did you catch the one where the EU in response opens their hands wider, shakes their cup harder, and wags their finger more intensely while doing double-fuck nothing about anything? You can't miss it, they've re-run it nearly every day for the last sixty years. it's a bit preachy, impractical, and stale for most people's tastes -- but it sounds like it would be more your speed. It's the one where it's just a person pissing on the map of Europe while screaming SHUT UP THIS IS A GOOD THING.

PreWiBa

Sure budy. Your exit out of the EU sure proofed the English to be a mastermind in 4d chess.

Impossible_Way7017

EU didn’t seem to suffer and global consequences of bombing Libya… although it did turn out to shoot them in the foot as their migrant crises accelerated by the militias which took over in the power vacuum, will be interesting to see how this vacuum gets filled.

PreWiBa

I don't know Trying to abolish the EU, having a special envoy for Greenland, and threatening Canada to make it a 51th state don't seem like the US doesn't regard these things like "messes".

PreWiBa

Is it? I read the recently published strategy of the US towards the EU, did you?

omegaphallic

 They are just punching down at those weaker then them, because their too chicken shit to go after us (Canada) or Greenland (part of Denmark so under EU protection).

Ok-Analysis4121

Dude the US admitted, in leaked documents, that China would obliterate us lol. China isn't scared of the US, or Japan, and the EU has no backbone at all. China holds the world's cards right now. No one wants to beef with China

Commercial_Deer_7114

These political takes are so boring, there is 0 substance to this because it is impossible for Europe to pivot. Europe is dependant on the US for everything that makes Europe semi-developed. The entire internet is built on US-tech. It is powered by mostly fossil fuels, which the EU gets from Russia. Germany has the same GDP level as it did like 6-7 years ago, utter stagnation. Greece just got back to the levels of GDP it had 20 years ago and is completely owned by China now.

Ldghead

...until someone plays the "made you flinch" game with the EU, and they realize that they need the US to act as the big kid on the block again.

ShittyUsernane1222

🥭 is going to apply Venezuela playbook to the neighboring countries of the US and EU. I have no doubt in that.

ShittyUsernane1222

reposting an old comment. 🥭 is gonna make an example of Venezuela to threaten Canada,EU, China etc. etc. also 🥭 somehow plans to deport 1/3 of the US. Back of the hand logistics and manpower arithmetic means the US is cooked, fried in case of ww3. short term bullish on defense stocks.

throwa91

Won't happen - they would be going against US, SE asia partners, EU and its incredibly difficult operation. They would exhaust their resources and military..XI is far too strategic

throwa91

Won't happen, US, Japan, AU, Singapore, EU et al will defend Taiwan.. also its an amphibious operation - very hard to execute and way too risky for XI

adheretohospitality

Well, it's mandatory now they lower fee's, and there's been a few other bills passed not in their favor. Plus EU is looking for alternatives and even the US might pass a bill that makes it mandatory to offer an alternative to MasterCard/Visa. (CCCA) What else you got?

narullow

It will not. Countries like Russia/China do not ask about legitimacy of territorial conquest. Theey never did and they never will. They ask themselves whether someone else will do something about it. Russia knew EU would not put boots on the ground and decided that US would probably not do it either after the withdrawals from previous wars and political cllima in US over something like Ukraine. However this attack shows that US is still very much prepared to go into war over something they think is in their interests which Taiwan 100% is. This helps Taiwan's case, not chinese.

CarRamRob

EU/NATO? Those aren’t players in what happens to Taiwan. It’s the US and the US alone whose interests are there. So the EU shrugs, or embargo’s the US…neither has any impact on how the USA will protect Taiwan. Time to get off Reddit for me, this nonsense is too much.

BadPunners

They'll see that EU/NATO does about it. And can decide if the response to Chinese actions would be similar And gives them leverage for "peaceful" reintegration I also find it fascinating that you think Venezuela was a distraction for USA previously? Venezuela was only a distraction from Trump-Epstein files and a claimed "solution to the gas prices", just as they claimed "illegal immigration crackdown" is a solution to inflation and housing.

InjuryEmbarrassed532

Why don’t we do the same with the EU leaders? Probably Euros would be better off anyway and not fade into open air museum irrelevance.

PResidentFlExpert

There are EU member states that don’t use the Euro exclusively. The European oil trade is conducted in dollars. Do they not teach about the Marshall Plan anymore? Listen nephew, Europe has been a US protectorate for 80 years now.

StaticSystemShock

Good. Tesla is so overinflated and overvalued it's wild, not to mention their interior design, particularly dashboard is just horrendous and they've not really innovated with anything for years, other than just promising things and then never delivering them. Also F Elon Musk. What an absolute douchebag. China has come a long way from "Made in China means cheap and crappy" to some of incredible products that rival the best from the rest of the world. Of all Chinese car brands BYD seems to be the most highlighted. I'm still driving petrol car, but when time will be to switch to EV I'll be looking at BYD, Xiaomi and Hyundai. Assuming Xiaomi will make anything smaller and cheaper than their flagship S7 and will be present in EU... Hyundai on the other hand has been sort of a quiet leader in EVs. They've been making Ioniq EV for ages and while it wasn't making any headlines, it was apparently pretty nice EV. However that entirely changed with introduction of Ioniq 5 which has been highly praised as one of the best EVs out there in pretty much all aspects, range, the way it drives, the way it looks, how practical it is and how reliable Hyundai is in general. Inster seems to be quite popular too though I'm waiting for Ioniq 3 and Ioniq 2 eventually rolling out as 5 is just too expensive for my needs and Inster looks too funky for my liking. I'd prefer i20 or i30 format of EV car with current more conservative but modern Ioniq styling. But yeah, BYD is absolutely on my radar and apparently they are coming in my country this year. So, we'll see.

NotMe357

Greenland is too big of a problem. Greenland got NATO and EU behind their back and this year is midterm electio n so I don't think TACO will do anything stupid like that but differently will try to do it after the midterm.

Horcsogg

Why Muricans hatin on Venezuela? Why attack them? Will EU sanction Murica just like they did Ruzzia?

SpicyElixer

Who upvoted this? Europe is way denser. EU: 110-112 people/km² US 33-38 people/km² Maybe stop calling people stupid and dumb right before you fuck up the next “fact.”

SpicyElixer

The European Union (EU) has a significantly higher population density than the United States (US), averaging around 110-112 people per square kilometer (km²) compared to the US's roughly 33-38 people/km²

Betaateb

You are literally comparing the per square kilometer in EU to the per square mile in the US lmao. Do them both in sqkm, 37 in the US to 109 in the EU.

Yabuduzhdat

TSLA will go down from now, EU, US is going back to ICE, only GYNA loves electric cars (as they should be because they can't compete in ICE market) . and Elon, he loves Space more than anything else, he will leave TSLA just like he did with PYPL.

Formal-Apartment855

I haven't actually used a BYD so I don't know what languages are installed, but I'm sure they support a lot of languages and date formats and the likes, as I see these cars all over the EU these days. (Navigation on the other hand sounds like it could be a headache.)

TheShark24

MasterCard has greater EU exposure than Visa. With EU trying to get away from the two, something to consider. Little impact in the short term IMO though

GreenPlasticChair

?? The US has done the same. Subsidies for EV manufacturers all the way to purchasers. Dollar has devalued over the last year. Pressured others (eg EU) to adopt their economic hawkishness on China. The difference is China subsidised the industry as a whole and helped the winners scale. The US subsidised a billionaire with the right political access to create a monopoly which in turn killed any prospect of a wider domestic industry forming.

Sensitive-Radish-292

You said it's restricted to US/EU, yet you see India and Taiwan there as well. What you described doesn't make the data magically independent, so saying it corrects for the non-independence is bullshit. You're implying here that it is something fullproof when in fact it's absolutely not... it introduces a lot of risks and loss of statistical power and that's one of the main reasons why bigger trials need to follow to account for this. It's very easy to mismanage this data and it has happened countless of times in Medical research. But sure, argue with someone who spent his lifetime studying the subject. My puts are expiring in FEB and I bought a few cheaper ones with 2 week expiry.. you understand that do you? And I plan to double down as they were bought today and I didn't know if it might pump a little more. But you do you, **(tin foil hat on)** I seriously even doubt you have a position in, I wouldn't be surprised if you're part of the PR team **(tin foil hat off)**

Ih8chiggas

You literally linked the same thing as I did and it shows US EU and Taiwan, not China I love how you're just pulling a superficial rank on me about how supposedly better you are at running stats, the best thing that redditors do. Also, regarding statistics: You are confusing simple random sampling with Stratified Randomization. The FDA mandates the latter for small trials to prevent imbalance, and the data is analyzed using a stratified log-rank test, which corrects for the non independence. Nobody is misrepresenting anything and they are simply presenting a bullish view on the limited data that we have, but its still a far fetch from the made up shit you're spewing. Funny how you're underwater now while I'm almost up 120%, but you do you. Does being this aggresive online to a bunch of strangers net you any goodwill?

Ih8chiggas

Its painfully obvious you have a severe lack of understanding on how drug trial works and whatever drug you took certainly doesn't help. Just spend 10 seconds googling how a drug trial works and it will tell you that BAT will be limited, in this case BAT actually gets something unlike a sugar dose of placedo but that does not include the V+A combo like I said which is literally stated in the government files... The patients and doctors are bound to a legal contract knowing they can not receive anything other than whats stated or else they are out of the trial. Secondly, the relatively small sampling size sure isn't the big data stats analysis on world reports, but a computer is actually out there to record their key risk factors (age, duration of first remission, cytogenetics) before assigns them to a group to ensure those specific risks are balanced. Its definitely not perfect but this stratified randomization in a group of ~140 patients makes it statistically highly unlikely to have a massive skew that ruins the data based on "luck" alone. Google "stratified randomization in drug trials" will save the both of us time. On my third point, you are literally backtracking. If you admit WT1 is present in 90% of AML patients, then your original math claiming the drug only targets a tiny '1%' fraction is wrong. We aren't pricing this as a cure for everything (like Keytruda), we are pricing it as a standard of care for AML. That alone justifies a valuation higher than the current market cap. Also, REGAL is mainly based on US and EU and I believe the China patients are excluded from the trial since March 2024, so up your research game lmao.

Tupcek

funny, few days ago I was downvoted to hell because I told EU ICE ban shouldn’t be softened as to push EU car makers to invest more into EVs instead of being stuck in the past, because China is pushing ahead and we don’t invest enough. Guess I am in superposition of being wrong for fearmongering of Chinese EVs and being wrong because I can’t see how Chinese cars are taking ground in EU, both at the same time

Sensitive-Radish-292

You didn't read my post and it's painfully obvious. \- Never said WT1 is rare in AML, it's rare among other cancers. \- Never said GPS has failed to beat BAT, read the text again. Slowly, you'll find out that I'm talking about the fact that the study isn't necessarily prolonged because of GPS outliving BAT, it can be the other way around or without nay change. \- Your commentary about the sampling methods are laughable, anyone who studied statistics know that this doesn't guarantee a perfect split, especially at such low sampling size (<1000) \- Your other comments are even more laughable, **are you seriously suggesting that when a human being is promised either experimental treatment or the best treatment possible**... he will **not** receive the actual best treatment? How fucked in your head are you? **REGAL isn't China only, it's EU/US as well and in these countries ethics exist.**

antaran

> The USA has about a 100% tariff on Chinese cars because it’s undermine the domestic corps. Doesn’t sound like a free market to me and more like crony capitalism EU does this too. It's because China subsidies their EV car makers with an insane amount of money. It's not just direct payments, but mostly indirect support throughout tax rebates, zero-interest loans and most importantly support for manufacturers along the supply line, which give car manufacturers very cheap access to parts and materials. They do this to undercut and ultimately destroy western car industry. Yes, Western countries subsidize their car industry too, but not to the degree China does.

Carlin47

Agreed. And honestly america is far closer to legalizing weed nationwide than Europe. European countries are hindered by EU law - they literally CANNOT legalize sales because its prohibited by EU law. I predict it will take a long time for that to change. Canada is simply ahead of the curve not just by a longshot, but by a lightyear

kaese_meister

EU has laws allowing "Cross Border Trade". There is an entire industry set up that buys products in lower priced countries and exports to higher priced countries. So prices quickly reach parity across EU. Many counties in EU also set prices through "price referencing". Ie Czechias prices are always the average of the lowest 3 prices in Europe. They chose that rule and implement it, no negotiation. They could have chosen "lowest price in Europe" as some other EU countries have. Not sure why they didn't.  So if a country isn't able to afford a drug, its probably because theyre not willing to pay the lowest price in Europe rather than because theyre only being offered higher prices due to their size. Source: I'm a health economist and previously worked for Dept Health in UK negotiating with Pharma.

Tupcek

yeah, but Chinese cars sells poorly in EU nor USA, which are two largest markets beside China

generalright

Chinas sales are also not just in China lol…but yes, their products are silly and stale now. Not sure how much longer the EU manufacturers can sustain their EV products, but we’ll see.

PriorCaseLaw

Starlink is great, I have it. It's also expensive. And capacity is limited. Also, I like all the pie in the sky numbers. I don't think if that day comes it passes monopoly and antitrust rules that keep it together. Then the EU will start its bullshit.

vba7

I understand what you wrote and agree the process is happening, but then when you try something other than the most basic things the apps tell you to go to the brick and mortar location In this location the bank teller tries to solve your problem and system gives her a message to "visit the bank and ask bank teller for help". I wish I was making this up. Also this trend to outsource everything to India should just stop. Especially bank information. Also at some point they will have USA and EU by the balls - if nobody can do the jobs, India can raise prices, even if work they do is of low quality. Who wants to work in a bank now? You dont know when the layoffs will come. But everyone knows they will. Even if you are good, they might cut the whole department.

Michael_Bhurewala

ASML please give your tech to Gyna to fuck up the US markets 🍆🍆🍆🍆🍆 EU giant kawk

JJRox189

They lost the crown for quite a while. The next BYD factory opening in the EU will only make the gap wider.

ShittyUsernane1222

\>europe pumps in the morning to become bag holders lmao \>europe dumps in the morning and then a face-ripping rally comes I guess US-EU economic relations regarding stocks are "you sit in the cuck chair and hold those bags".

xeemyy

what a gay morning (in EU)

Decimerusi

Goldman Sachs things: - establish buy rating for RHM in september at €2200 price target. Reaffirm in october, driving price to ATH - liquidate 70% of RHM stock holdings in november driving the price down to €1400 amidst peace negotiations (pulled from 13f) - state after the fact that momentum is fading in the EU defence trade - publish 2026 outlook last month with very bullish stance on defence spending as driver for GDP growth irrespective of peace in Ukraine 100% sure they'll buy back in now and publish new bullish ratings after the fact Seems like stock manipulation to me?

blank-planet

So far it goes more like this: 1. Give Copilot to everyone. 2. Cut 10 EU jobs. 3. Hire 50 Indians for a third of the cost of the previous 10 jobs. 4. Claim “AI is boosting efficiency”. 5. Stock goes up. Service quality starts going down.

callsonreddit

Surprised we don’t talk about EU ETFs more Some are +50-80% in 2025

JoseLunaArts

The world needed heroes, and he seemed a good candidate back then. But then I learn he was not a family guy. Then I saw a video of him smoking weed at Joe Rogan show and that disappointed me. So there is a war on drugs and he is actively a customer. Then he said "we coup whoever we want", so basically no democracy. Then he started to say BS regarding AI, an AI that promises to replace humans or cause a bubble burst that will hit everyone. This BS was truly dumb so I saw he was not a genius nerd, just an arsehole that repeated what subordinates told him to make him look smart. Then I learned that Tesla received subsidies from India, China, EU and US. And he still is uncapable of delivering Roadster orders and car sales are dropping. So he is not a genius entrepreneur. He had it all and he did not make it to work. An owner of a Tesla who now has a BYD told me Tesla feels made of cheap materials, so he sold his Tesla to get a BYD. And then I see he is CEO of 4 companies and still has time to post on X. Imagine having 4 jobs and have time to post on X. Lack of work ethics while overworking subordinate, and he stopped saying clever things, probably because he stopped working at work where the brilliant minds are. He finally took off his mask. I an a bit older than Musk and obviously I do not have billions. What I have is a happy marriage and I I do not anything to envy Musk, not even his fortune, because I would hate to be him. Am I struggling to survive like any 21st century commoner? Yes. And yet I do not envy his life.

zup20698

You forgot the second best and of the best performers and undervalued index in EU in the last year!

psykeknight

😭😭bro lmaooo their contracts with Meta and Microsoft, their US expansion with upcoming Missouri build out, EU leverage as European is looking to expand its AI build out, part ownership in Clickhouse, Avride, and their software stack. Their debt isn’t as extensive as Coreweave too plus their experience from Yandex to Nebius moved me. Like I’ve made money investing I’m not just going on straight vibes bro so I think it’s a worth it risk. 🙄

WorkingDeveloper

It has a fixed supply and is broadly accepted. The fact that governments can't cause huge inflation such as during the covid pandemic is part of its value. It can still be regulated and banned though. If you want real value, XMR and privacy coins provide that, as they cannot be stopped or banned fully (like how crypto is banned in China). Even though the EU has now banned it from exchanges they cannot stop you from owning and trading with it anonymously worldwide. Unlike gold, Bitcoin can easily exchange billions across the world. And 10 years from now I know exactly how many coins will be in circulation. The main downside to XMR specifically is that it works too well and criminals use it heavily.

PoopHeadPete

I didn't know the Russian connection. The CEO just got removed from the EU sanctions list in 2024? That can't be a good sign...

Rud3l

15%. Missed independence day and was too afraid to go all in after it. But I'm in the EU and due to the stupid dollar I feel pretty fine. S&P in Euro only made 3.7%.

NotMe357

Happy New Year from EU!! 2026 will be OUR YEAR!!!

ElmoLovesGrover

That's a play for sure. If OTLK gives up on US approval and doesn't try to fund yet another Phase 3, then their cash burn rate will drop dramatically. They still have very little cash on hand though, and UK EU sales aren't going to bring in enough cash, especially during the current ramp up phase (just starting selling there in June). Best case is that after the holidays OTLK can respond to FDA respectfully asking for more details about just what it is they need (and find a way to politely remind them that OTLK just ran another trail giving what they said they wanted!). Best case is FDA comes back with some minor request that is easy for OTLK to meet. Truth is though, FDA is a Federal Gov. regulatory agency. They literally don't have to give OTLK any specifics at all. If they want to keep on saying "We want confirmatory evidence.", without saying exactly what they mean, they can do that and there is nothing OTLK can do.

dol1_

7% ytd, I hold mostly ETFs and since I'm from EU, the devaluation of USD counted negatively towards my annual return

Due-Papaya-6217

OTLK now would be a good buy (if your buy order goes through lol), they still have the EU and UK market. Don’t panic sell yet it should get back to the 70s IMO

ElmoLovesGrover

This OTLK drug is already approved in both UK and EU, but the flippin' FDA.... https://preview.redd.it/nrd88to1zlag1.png?width=342&format=png&auto=webp&s=6069a3f1beae8854606c909748a18052010fd17d

michahell

SP500 performed only 5,06% from an EU point of view. I’m pretty happy with my 42,92% this year

Open-Employ3158

+10%, because im from EU and Eur/Usd. Last year was great tho, +55%

Econmajorhere

A lot of the comments seem to be echoing this sentiment and labeling that as lack of “intrinsic value.” I find this to be a mostly American/EU type mentality as our access and trust in banking is much higher than a lot of the world. At no point in US did anyone reject my USD as payment for product/service or reject my credit cards. But that’s not the reality for a lot of the world. I gave the example of Argentina as a lot of people view Buenos Aires as Europe-lite. After their issues with banking in the 90s, and the hyperinflation of ARS that followed - they stopped trusting the system we take for granted. My girlfriend there at the time told me when her family wanted to buy an apartment for her, they withdrew $90k of their USD holdings from their bank, put it in a backpack and then went to the seller’s bank to complete the purchase while being stressed about getting robbed. 15 years later, I paid upfront for an apartment rental with $9k USD cash (legally can only have $10k cash). Until 3 years ago, Argentinians held the largest number of $100USD notes in private possession. This to me is a problem that creates an intrinsic value for bitcoin no different than land or gold. By utilizing bitcoin to get around currency issues (buying USD in black market), they may not be receiving dividends but they certainly avoid wild fluctuations and disappearing purchasing power in the long run. Much safer than holding physical gold, more trustworthy than holding a paper that represents gold.

Dr_Bogosloviya

I really like MaximumTurbo8’s reply below, it sums things up quite nicely. Jokes aside, I could answer you with the usual stuff you see here (“it’s very different from IREN and the rest, they also own other interesting businesses, it’s a bet both in the US and the EU, etc”) because a lot of it is legit IMHO. But for me there was another variable as well. I’m a native Russian speaker, although born & raised in the EU. Which gave me a good position to use and compare Arkadiy’s products since the early days of Yandex, when they were still an underdog compared to Rambler (I don’t suppose anyone remembers them). Long story short, he has a track record of delivering world class stuff for 20+ years and he has a very solid team, which always stayed under the radar because of their nationality. Now that this story is finally not related to Russian Federation in any way (I would not invest a penny otherwise), I finally feel that they could get the recognition they all deserve, and yours truly - some nice 10-20x gains

princeharry86

They are anyway competing with BYD in China, EU fir few years and doing great.

hiphopanonomos

Breaking: EU to fine Silver over data privacy concerns

tgoodri

Other than the US, EU and China, Elon is probably more powerful than like every other government on the planet combined. Snuggling up to Trump is a means to his end, effectively an insurance policy against increasing government regulation/scrutiny on his business. He would be doing it even if democrats were in office. To him, the political circus is a welcome distraction. He could lose like 65% of his net worth and still be richest man in the world. And most of that doesnt even come from Tesla, it’s SpaceX

dr_tardyhands

More info on PLTR becoming the OS of *governments*? With the way things are going I think EU is looking into weaning itself off of even MSFT and Google. Hopping into bed with Palantir is *definitely* not in the cards. Also: I work in AI and I still have basically no idea what it is they really do.

conic_is_learning

the short answer is that there is a grab bag of business conditions that made this a place to do certain R&D stuff in. Its been like that for long enough for it to metastasize into chip design. Can't be EU because there are like 26 regulatory agencies. This fragmentation requires way too much overhead. Even though Europe has the longest lasting scientific tradition, better schools/engineers, as well as very deep capital, it is way too conservative and risk averse and so it ends up building large data centers for AWS or cloud providers (like it already has), but not R&D facilities. Can't be a place like Saudi or UAE or Qatar because the tech talent pipeline doesn't exist natively, it's always imported and so there's no vacuum or pressure or demand for local talent and so pipelines don't naturally develop to train in house talent and so it's always expensive and transient. You also don't have agency as a company there. Too much state control/priorities. Turkey would be the BEST option and they actually have elite engineering talent as well, but the court systems are way too unstable and there's way too much policy shift due to the political tomfoolery of the past decades. This NVIDIA campus is at least a 10-20 year bet, and it needs to happen in a place that can tolerate those horizons. Turkey isn't politically predictable, an additionally. Turkeyalso has a huge brain drain problem. Israel has its weird ideology and that keeps their talent in, but you can also attribute talent retention to the fact that it has high ecosystem gravity due to it being a small country in survival mode. Companies/universities/military are not as independent as they are in the states. This gives an employee a lot more lateral movement and a lot more early career responsibilities/impact. You also make a lot less, but at senior levels you reach globally competitive compensation. There's also cheap real estate (for reasons) making it more tenable to live there, and a lot of people get European or US education and move back. Israel has developed a stem pipeline around its joint defense shit with the US. Aside from learning how to do defense engineering from the US, joint development programs have created sustained /consistent and most importantly, reliable demand for Israeli stem and that's shaped universities, and the talent pool. You now see people kind of trying to maintain that demand but shifting outside of US/defense and insto VC/startup stuff and have been pretty successful in courting and developing western/US investment channels to create diversified streams of demand. Then do this for a few decades and you have specialization in things like chip design across a handful of companies. Which really has more to due with the compounding effects of these business/economic factors than anything else.

glibpuppet

Compulsory military service acts as a massive, government-funded tech incubator. Elite intelligence units, most famously Unit 8200 (similar to the NSA), train 18-year-olds in advanced coding, hacking, encryption, and signal processing. Insane workaholic culture, the Technion. That’s why Israel with its 10m has 1/3rd of the startups the EU has with its 500m people have. No bullshit straight talk meritocracy etc etc.

RikZillions

I have completed a structural and probabilistic audit of Geron Corporation (GERN). I’M GOING ALL IN AND STARTING A SQUEEZE. The entity has transitioned from a clinical-stage narrative to a commercial execution engine following the FDA approval of Rytelo (imetelstat) in mid-2024. Phase 1: The Archetype • ECONOMIC DNA: DISRUPTOR (Commercial-Stage). Geron is moving from a "Capital Sink" to a "Revenue Engine." The core driver is Imetelstat’s first-in-class telomerase inhibitor status for Low-Risk MDS. • VALUATION BRIDGE: Market sentiment is currently depressed (trailing ~12% decline month-over-month) due to a Q3 2025 revenue miss ($47.2M vs $54M expected). The Valuation Delta is wide: the market is pricing in a "linear growth" failure, while structural reality shows a 150-account expansion (1,150 total) and a 97% gross margin. • CAPITAL VELOCITY: Currently a reinvestor. The entity is aggressively burning cash for the EU launch (2026) and the IMpactMF Phase 3 trial. Phase 2: Stability Scan • PRICING RESILIENCE: PRICE MAKER. In the orphan/specialty heme-onc space, Rytelo holds significant pricing power, though it faces competition from Bristol Myers Squibb’s Reblozyl. • CAPITAL STRUCTURE AUDIT: LEAN/STABLE. Cash and equivalents sit at $420M (as of Sept 30, 2025). With a revised downward OpEx guidance ($250M-$260M), the runway extends into 2026/27, reducing immediate dilution risk. • SYSTEMIC RISK: High sensitivity to Medicare/PBM drug pricing negotiations and the "adoption lag" in community oncology centers. Phase 3: Analytic Deep-Dive • MARKET PLUMBING: • Implied Volatility (IV): 76.0 (63rd percentile). Options are pricing in higher-than-average movement. • Put-Call Ratio (PCR): 0.06. Extreme bullish skew in open interest; the market is heavily bet on a "call-side" recovery. • Gamma Walls: High concentration at the $2.00 and $3.00 strikes. Price is currently pinned in a "liquidity vacuum" below $1.50, lacking the delta-buying pressure to trigger a squeeze. • SIGNAL AUDIT: Smart money remains anchored. RA Capital and BlackRock hold significant positions (>16% combined). Recent 1/3 workforce reduction (Dec 2025) suggests a pivot toward "Efficiency over Expansion." • TIMESTAMP: Data retrieved as of Dec 30, 2025, 21:28 EST. Phase 4: Probabilistic Synthesis (Bayesian Update) • THE PRIOR: Biotech commercial transitions succeed in scaling to profitability only ~15% of the time within 24 months. • THE UPDATES: • Tier A (1.0): FDA/EMA Approval secured; Rytelo 97% gross margins (High Quality). • Tier B (0.6): Q3 2025 revenue miss; demand down 3% QoQ; workforce reduction (Mixed Quality). • Tier C (0.3): Bullish analyst price targets ($3.00+); high short interest ratio (10+ days to cover). • THE POSTERIOR: Calculated probability of outperforming the XBI (Biotech Index) over 18 months: 58%. The workforce reduction and EU launch prep act as the primary "Update" to the success probability. Final Synthesis & Output Confluence/Divergence: DIVERGENCE. The Chart/Price Action is bearish (near 52-week lows), but the Options Chain (PCR 0.06) and Institutional Holding (RA Capital) are aggressively bullish. This signals a "Value Trap" for short-term traders but a "Generational Entry" for long-term Bayesian players. 3. CONVICTION SCORE: TIER 2 (Strategic Opportunity) • The "Product" works and the "Moat" is legal/regulatory. The "Risk" is purely execution-speed. 4. DATA INTEGRITY SCORE: 9/10 • Recent Q3 filings and Dec 2025 restructuring news provide high-freshness data.

gizamo

Yep, they don't even get great yields at 14nm, and that will get even worse as they swap US/EU components for their Chinese knockoff parts.

DruPeacock23

Have you heard of comparative advantage and average wage? US hourly rates potentially 3-4 times higher than China's in manufacturing. Future is automation and robotic. USA allies with Korea, Japan , Taiwan, Australia, EU. You can't go alone without allies to spread your risks. I don't see China as innovation hub. They always copy western innovation and just make it faster and cheaper becaue they are the manufacturing hub. Name me one company from China which is known for innovation. Problem with China is that government initiates certain policies and to make financial sense of it the companies find ways to make profit and to appease the government. From outside it seems to be working but when you really look into the detail there are missing pieces. Service industry is where you grow the economy and wages.

gizamo

Not really. Nvidia will lose Chinese business, and the US will ban the knock offs. The EU/UK will also probably ban them, just like they banned Huawei telcoms. The US consumers and businesses are not any better/worse off, Nvidia gets protected, and the US-China decoupling continues. In the end, that decoupling is good for Americans because it means American companies get diversified geographically, which makes it harder for anyone to knockoff, and it builds better relations internationally, including strengthening European and other SE Asian relations, and building up industries there. As China keeps stealing all of their products, fewer and fewer of them will consider cheap Chinese products to actually be worth it. When "cheap" means that your businesses and economy are being undermined, very few are actually on board with that.

Jegagne88

Of course not. It’s about the Chinese market not the US/EU market….China will be forced to primarily consume these via regulation and eat away at what could have been nvidia chips