EU

Pete26l96

Can't wait for April 29, gonna be crazy with 4 of the mag 7 reporting earnings. My guess is GOOGL and AMZN ⬆️ MSFT and META ⬇️ GOOGL - search will probably show no signs of revenue slowing due to AI, YouTube growth will correspond to more YouTube Premium, and their Cloud still one of the best for AI / data companies due to bigquery. AMZN - basically confirmed the $200B cap ex is justified as the commitment from Anthropic, Meta buying hundreds of thousands of their custom CPUs, and Open AI's leaked internal memo confirm AWS is king and they can't secure compute fast enough. MSFT - Azure highly dependent on Open AI as half the backlog comes from them, meanwhile Open AI disses Azure in an internal memo stating Azure limited their growth and AWS is better. Open AI also shifts commitments to AWS, resulting in MSFT considering legal action given previous agreement. Additionally, many EU enterprises/government have decided to move away from Windows, Azure, and Office/Microsoft legacy software. META - Completely dependant on advertising revenue which appears to be affected by reduced ad spend / budgeting according to many major market surveyors/research organizations such as Evercore. No cloud or other material revenue driver. - just one idiots thoughts 😂

Pete26l96

After Open AI talked about how Azure was a hindrance/how AWS has accelerated their business in the internal memo, Anthropic commiting to $100B on AWS spend, and Meta partnering with AWS for hundreds of thousands of Amazon CPUs, I feel it's very likely that Amazon is gonna spike 8%+ on earnings and Microsoft is gonna dump 8%+ at the same time. The backlog difference is probably gonna be quite staggering, and it doesn't help that the EU has been transitioning away from Microsoft products as of late.

Moepenmoes

EU

BatteryAcid420_

He can’t. He doesn‘t understand the implication of what happens to all the real estate and unemployed when shops have to close because they or their customers can‘t pay the tax burden, despite supply and demand being well met. The tax burden in some EU countries has become so insane, the promise of saving money by sharing costs is a complete joke today. And then the EU commits warfare or financial fraud and gives politicians handling that tax money (much worse, diluting its‘ value away) legal immunity. Countries, Cities, citizens, all looking to become autonomous. It‘s hard to explain to my German kinfolk because the rules and laws are laser printed into their brains but we have the same trend here, and the same disgusting results of following the rules, a shop that closes will become some sort of crimescene, casino, a shop that sells a glass of tap water for 10€. Lots stay closed forever and turn into a ruins. Yeah, you can just say if an employer and employee can‘t afford to pay taxes then they should just close up shop. But the fact that the government won‘t care about the misery that would follow, or its‘ inability to do anything about it, tells you the taxes are a waste of money. Plus huge unemployment issues, if you can‘t legally hire someone for less than minimum vague but people do want to work for what you can pay, it‘s destruction of wealth to stop this business.

Aware_Secret_8910

I feel like EU companies could just list in the US stock markets to double their capitalization overnight

trust_it_bb

Imagine if mango invades the EU, then announces a ceasefire - spy would legit gap to 1500.

Striking-Worker8066

England is to busy giving hand outs, exiting the EU ,free food and health insurance for there population while they don't do anything about the strait of hormuz , England will collapse from its own stupidity.

crisco000

No. The EU floated doing that, but backed off for legal reasons. The most recent 90 billion “loan” they just approved will only be paid back via “Russian war reparations” which in Russian means never going to happen.

Im_only_here_to_meme

China and the US are so economically bound that either one failing would absolutely crush the other. It's in the best interest to ensure the success of both countries for the success of their own... while also competing at the same time. This is why I hate modern politics/economics. I wish we'd just stop dicking around and work forward together globally so we could all benefit. When I grew up in the 90s I really thought at minimum Canada/US would form a political/economic union and it would be closely tied between a union with the UK/EU. It just seemed like the direction relations and the economy were going. I guess I gave humanity too much credit.

Anxious-Guarantee-12

That's why I talk about PERCENTAGES. Not gross numbers. Average card fees in EU is around 0.5%. Average in US is 2-3%. If EU merchants pocketed the profit, then we should be seeing a premium in the margin profits for EU retailers. But we don't.

ChampionshipOdd947

And they've actually added to their list of demands, not taken away any. Newly added demand is complete sanctions relief - which the EU already said no to.

NotMe357

No, but from EU and NATO.

Nagalavonpelt

EU willing to ease sanctions on a deal  You see that mango 🥭 That’s called diplomacy, you offer a carrot  You know……. Instead of threatening to destroy power plants like a clown and escalating every second  What do I know anyway we pumping on nothing……… again  🤷‍♂️

ReasonableBrother448

Defense sector is dangerous for investing partially because the orders will be lagging and production is not scalable. So when militaries start procurement, they have to figure out the timing and pricing. This has led to Korea supplying a fuckton of assets to EU, even some of their own military orders have been sidelined. But you should watch the sector as a whole. Trump will inevitably pull US from NATO (yeah legally impossible yada yada) because EU did not bow to this drunken American warlord. This will trigger several critical shifts in defense spending.

connor42

This is a direct response to EU first sanctioning 6 Chinese companies

LocusHammer

Yes that is my entire point. The EU is small compared to the rest of the world for global card payments volume.

UsernameTaken_123

Its very well known that RAM producers collude, I believe EU has fined many of them multiple times throughout history

Jake-And-The-Fatman

As long as 1EURO = 20 Chinese yuan, China is always the silly nation doing silly export control. Yeah china has the goods but it means nothing with a weak ass currency. If China want to slma dunk US and EU, 1 Chinese yuan has to be 10 USD else all Chinese actions are just plain silly.

sleepystockmarket

The history of payment network disruption is actually more nuanced than most people expect — and it cuts both ways for the Visa/Mastercard bear case. The standard disruption playbook suggests incumbents get swept away. But payment networks are one of the few sectors where incumbents have historically absorbed and neutralised challengers. Consider: \*\*Western Union\*\* dominated 19th century financial transfers and genuinely looked unassailable. They famously turned down Alexander Graham Bell's offer to sell the telephone patent for $100,000. That's the bear case in action — a network incumbent that failed to adapt. But contrast that with \*\*BankAmericard (1958)\*\*. When Bank of America launched what became Visa, it was a genuinely disruptive product attacking cash and cheques. The incumbent banks responded not by being disrupted — but by joining and collectively creating the Visa network themselves. The challenger became the new incumbent in about 20 years. The Open Banking question is which historical pattern applies. If Visa/Mastercard can embed themselves into the new rails (as they're actively trying to do with acquisitions and API partnerships), they pull a BankAmericard and survive. If they can't, they risk the Western Union outcome. What's different this time is regulatory intent. The EU's PSD2 and Australia's CDR were specifically designed to break network effects. That's new. Historic payment disruptions happened despite incumbents — this one is being engineered against them. That's why I think the long-term structural risk is more real than markets are currently pricing.

northernmonk

[We still have the same 0.2%/0.3% cap that the EU does](https://www.psr.org.uk/our-work/card-payments/the-ifr/). The cost is generally incurred by those who fail to pay their balance in full every month, cash withdrawals, and on certain cards FX fees. If you’re sensible you can generally avoid all of these and get a free no FC fee card for overseas use.

GapOwn9308

except it's not even illegal to add surcharge (up to the additional merchant cost in ANZ) so it's really just EU, UK(basically same cluster), China, SK 90% is from the fact that the \~30 countries are in that same area with China and SK being the few exceptions

GapOwn9308

it has almost been overturned in the US. only 3 states prohibit it. over 90% of the bans happen in the EU region. "many countries" is extremely misleading.

GapOwn9308

it's simply not an accurate way to put things. when you say "many", you are framing it as if many of the world's countries implement this regardless of geographical location. if they are all concentrated in the EU region, then that statement is just false. this is clear availability bias and you are probably from that region

Potential_Salt_5780

AAPL investor since 2001 iPod days. I had a huge bonus in 2007 and went all in on AAPL after the iPhone released. I held (still hold some) and started selling around 3 years ago. We were able to FIRE at 49 and live in EU now.

LocusHammer

You’re mixing a real mechanism with a lot of overreach. Yes, U.S. sanctions can make life harder for someone using Visa Inc. / Mastercard globally because they’re U.S.-regulated. But it’s not a blanket “can’t use cards anywhere in Europe” situation. Enforcement depends on the issuing bank, routing, and whether the person is actually on an Office of Foreign Assets Control list. Europe also isn’t “built on” Visa/Mastercard. Most payments run through SEPA and domestic systems, and they’ve been actively trying to reduce reliance on U.S. rails anyway. The idea that this scares Europe into backing off regulating U.S. tech doesn’t line up with reality either. They’ve already pushed laws like the Digital Markets Act and keep fining U.S. companies. There is a long-term point about overusing financial sanctions pushing countries to build alternatives, but one case involving a judge isn’t moving Visa/Mastercard profits or EU policy.

Overall-Rush-8853

Yeah what has happened in the US in the past decade can easily happen in Canada and any EU country. But with that said, the US can easily flip back towards the left. Look at Hungary, they beat out their far-right government after 16 years of control, the US can do the same if the stars align correctly.

Anxious-Guarantee-12

>Merchants do not charge you less when you use one, they pocket the profit. If this premise was true. EU retailers should have higher profit margins than US. But they don't. They are similar: \~3%

Anxious-Guarantee-12

Card frees in US: \~3% Card fees in EU: \~0.5%. No point/rewards obviously. Now let's check the margins. Average retail margin in US: \~3% Average retail margin in EU: \~3% Wow. Merchants are passing the savings!

aronzskv

Wero is based off of dutch tech (iDeal) that has been around for 20 years or so, and is now since january being developed as an EU-wide way of doing direct bank transfers. Honestly, after using iDeal for ages its very convenient when you’re used to not using cards everywhere. But I understand where the confusion js coming from

Zaratim

By sorting things out you mean sorting how to distribute money amongst themselves? Hence why EU is cracking down super hard on Greece’s corruption?

Anxious-Guarantee-12

>I believe that your merchants just enjoy a slightly higher margin. Net margin of Wallmart: 3% Net margin of an EU retailer: 3% These savings are indeed being passed. Otherwise EU retailer should have 6% margins.

Anxious-Guarantee-12

US broke the old agreement we had with Iran unilaterally and force EU companies to remove their investments in Iran. EU tried to workaround these sactions without success. Have you forgotten about 2016??? >Trump or any president cannot issue an executive order to cancel visa / mastercard transactions in europe. Firstly, those transactions are maintained and aquired by European banks, not US banks. Visa is a rail system. Second, thats not how the US system works. Bollocks. They already done with Rusia. It just a matter of tailor the legal argument.. Usually declaring a national emergency, putting an additional tax or whatever legal loophole. Secondly. Many EU banks have business interests in US. So you could say: "Santander Bank, if you want to keep your US banking license... Do what I say". This is not a theory, it has happened before!

Efficient_Can4700

There is move happening in the EU(maybe worldwide) that is trying to decline from the US payments systems. One of the options pushed in open banking as well as an alternative to Swift and MasterCard/Visa. It's interesting to see it develop and grow.

LocusHammer

Yes, Iran is a sanctioned country attempting to have a nuclear arsenal. The EU has sanctions on Iran. Am I being trolled or something rn? Trump or any president cannot issue an executive order to cancel visa / mastercard transactions in europe. Firstly, those transactions are maintained and aquired by European banks, not US banks. Visa is a rail system. Second, thats not how the US system works. Dude, based on my two interactions here you cleary dont understand payments. You used an LLM to write this post without any underlying industry knowledge. Idk what you are trying to do here, but its not to have a discussion.

Anxious-Guarantee-12

It means Trump can disconnect EU from card payments with the stroke of a pen. >Thats not how the system works. Try to send money to Iran... Oh wait, you can't because US decided to disconnect Iran from SWIFT. See? It's not that hard.

Anxious-Guarantee-12

Since there are 27 countries in EU. I would say that's "many countries"

GapOwn9308

simply not true. only mainly in the EU region this happens

Markus_zockt

As well as some of the poorest countries in the EU/Europa: Hungary, *^((until recently))* , Bulgaria *^((until recently))* , Serbia or Moldova. You could really start to believe that all these right-wing nutcases aren’t as good at economics as they always claim, and that a right-wing government might actually be harmful to the economy?! I think we're onto something big. We could ask around a bit more: Hey, USA - everything fine with the economy so far?

LocusHammer

Yes europeans dont know about them because debit cards dont have any. In the EU interchange is regulated so most credit issuers arent going to be in the space. Im not sure what you are trying to say. I specified in my comment that the EU prefers debit cards? (Girocard, Cartes Bancaires, PagoBancomat) Europe represents 20-25% of Global Credit/Debit volume. Its small. 78% of global volumes are in North America, LATAM, APAC, and EMEA. Which are credit card heavy.

Anxious-Guarantee-12

Yes. But I don't think the service is worth 1-3% of the entire amount. Inmo, it should be 0.05% or something like that. >I think most people value the consumer protection offered by credit cards That's an US thing. In EU, we mostly use debit card which doesn't have these consumer protections. Even these who use credit cards, they are not even aware that these protections exist. They only want to delay their payments.

Anxious-Guarantee-12

In EU we use mostly debit cards. So these "consumer protections" are not very relevant. I would say most europeans are not even aware of them.

delirium_red

It's not really the same is it? And visa / Mastercard hold strong opinions on what you can pay with them. Personally not ok with that. https://arstechnica.com/gaming/2025/07/steam-cracks-down-on-some-sex-games-to-appease-payment-processors/ EU is trying to develop an alternative. Not exactly "home servers" https://arstechnica.com/gaming/2025/07/steam-cracks-down-on-some-sex-games-to-appease-payment-processors/

Ash-2449

Visa and mastercard are just extensions of the fascist burger empire, more countries including the EU are looking into forms of payment that dont provide tithe to murican companies. Why should our money go to an evil empire on the other side of the planet, this is something more and more people are figuring out.

Garbage-Disposal-938

makes sense to me. I mean, if NATO falls apart and the EU just breaks away, all those countries will say fuck off to FAANG as much as possible and build their own lame ass search engines. same with BRICS and places like Japan, Taiwan and Korea. they know they're not under the US umbrella anymore. it's clear to everyone now.

Mother___Night

Plus statutory damages for violations of US and EU fraud laws, plus damages to investors for false representations.

ChampionshipOdd947

Serious talk though: I genuinely don't understand anyone bullish right now. If we somehow destroyed the Iranian Regime and the IRGC, took over Iran, and opened the strait today, we'd still be looking at 6 months of clearing the mines, even with help from NATO or the EU, and we will be running out of global petroleum reserves well before then. Inflation will surge, along with a new issue of a global food shortage (and for semiconducters - a continued helium shortage). It will take years to recover from that, and that's assuming we don't go straight into a recession. And this is all BEST CASE SCENARIO. Worst case, we go to war with Iran and Iran decides to deploy their "scorched earth" policy, which means destroying all salination plants and every oil refinery that they can, further ruining global oil supply and causing a humanitarian catastrophe. The market won't physically be able to sustain itself. The Fed will not be able to keep up. They can't inject that much liquidity without running up inflation further - that will just kick the can down the line for an even bigger crash. Positions: Cash Gang, with a few puts.

nostratic

I'll answer in two parts, for the portfolio first and the other questions second. PORTFOLIO Those investments are all OK individually, but combined they're a little odd. VSEQX is a fund that emphasizes mid and small size US companies. It's very good for its type, but seems out of place as the largest position *and* combined with the other options. This would be considered a more aggressive fund, because smaller company stocks are usually more volatile than larger company stocks. VWNAX is the Vanguard Windsor Fund, which is a more conservative fund focused on larger US companies. VXUS is most of the global stock market outside the US. VUG is also larger US companies, but with a different strategy than VWNAX so possibly a good balance. VTI is most of the US stock market, so it overlaps with VSEQX. VWNAX, and VUG. You're holding basically the same stocks in 3 different containers. OTHER ISSUES I don't mean to be insulting but this is all highly vague and not realistic. It seems more like you're dissatisfied with life or bored, rather than having any real goals or ambitions. some time with a therapist or counselor might be a good thing, or with a priest if you're religious. to me, this is more a meaning-of-life question and less a financial question. the amounts of money and investments you describe are probably not adequate to finance your expenses if you wanted to avoid work, especially in a VHCOL area. especially in the EU, where taxes are much higher on investments outside a tax-sheltered retirement plan. buying a home in a VHCOL area may not be realistic on a current combined income of about $160k. that's higher income for some cities, but in most of LA proper it's barely enough to survive. you could liquidate all the investments and cash, and still have a large mortgage on a tiny condo or house in the LA area. This plan might be effective if you could relocate to a smaller, rural area in the US. buy a small house for maybe $300,000, and invest the rest of the assets for income but keep your spending low. there are towns of small but not tiny size (say 20,000 to 50,000 people) where there are enough amenities and infrastructure to have access to stores, medical care, reasonable social services like libraries and police departments, etc. but that would be a very drastic lifestyle change, and your jobs may or may not be portable. >willing to fuck off to Europe with dual citizenship opportunity from what I see on reddit, Europeans are highly pessimistic about Europe. https://www.reddit.com/r/eupersonalfinance/comments/1rmdjke/since_when_was_getting_rich_so_hard_in_eu/ and it's objectively easier to start a small business in the USA than in the EU, if the hospitality/travel business is successful. that's why Europeans with any ambition or entrepreneurial sense are more likely to immigrate to the US.

SayNoToHypemen

Only thing I could find is they MIGHT be hit with a EU lawsuit that doesn't even look like it would be enough money to equal a rounding error

Itchy_Document_5843

I suspect the fundamentals will cash up within weeks if not days, especially if EU runs out of fuels.

daybreak-brief

I think oil will receive the most impact, the US and EU will soon run out of oil, if that happens barrel prices will skyrocket.

habfranco

Next year he’ll say the same about HW4. Without lidar/radar it will never get regulation approval for level 4. And don’t tell me “but human drivers don’t have lidar”. Now all cars, even not self driving, have collision detection systems, and these are needed to have max safety ratings in EU.

Taraih

FSD already works extremely well for cars with the latest HW4. Its been rolled out in the Netherlands as well, so this opens it up for the EU market. Not really a scam is it considering they will swap out older HW2/3 for free or give you a discount for a new car.

Taraih

Current cars with HW4 basically are FSD. Its been rolled out in the Netherlands now as well and might come in more EU countries after this has happened. You need to get your facts straight but seeing how many redditors argue with their political agenda makes it too hard for them I guess

Justmakingaliving

None of these work for a UK investor. EU Regulations are nuts. You need to find Irish domiciled equivalents to avoid a significant tax bill. They tend to grow slower than US counterparts but it’s the best an EU based investor can do. Irish domiciled ETFs that’s allegedly track US/Global, in an ISA.

Infurium

Only because you had included Europe, but the EU was getting very little through the Strait. The strait primarily affects China, India, Japan and Indonesia. To be clear, I agree with your point about the US stock market.

Cdecar06812

All we need is the paper tiger EU to joint the opening of the strait and hitting Iran where it hurts. Like ridding the regime for good. Markets will soar and oil will tank!

LimitofInterest

Also the A220, which is a Canadian Bombardier. And they're more of an assembly plant than anything else for the A320 after having received wings and fuselages from France and Germany (previously subject to tariffs), not manufacturing/fabrication. Since the raw material and fabrication occurs in the EU, this helps EU and shipping jobs more.

Potential_Salt_5780

I’m in EU so I watch highlights on YouTube the next morning. It’s great not sitting through 2-3 hours of games.

Warm_Implement3088

The EU announced a week ago it had 6 weeks left of jet fuel. what happens when they run out?

Warm_Implement3088

So when EU runs out of jet fuel what happens then? which is looking like a real scenario

Seaman_First_Class

>Remember when apple refused to change its lighting port? The EU said change it our lose access to our market ~450million people. Apple changed it I remember when Apple said lightning would last for 10 years, and then it lasted for 10 years. 

ckin-

If this would actually happen, as it seems it won’t, having to go back to 90’s phone design of just removing a battery, I would import the fucking thing from outside EU. Think of the insane ugly design choice to make this happen. So I’m happy this is not a thing. Changing a port to USB-C is different and I’m very happy for that.

NotMe357

"EU considering countries to hold emergency fuel reserves due to Iran war, per Bloomberg."

Emotional_Guess_3673

Honestly, check out armstrong economics . OIL is going to pop this year eu for depression and stagflation is already happening. Uk is screwed too. So on one hand you made a good decision but money is moving from public gilts to private shares and stocks quietly thus the rise in markets. , DOW to hit 75k over next 4 years in safe haven USA. Euro will be gone and they already know it due to the way it was set up. They DID NOT COMBINE THE SOVEREIGN DEBTS OF ALL EU states. Dollar last man standing before chinese Yuan becomes the force.

dietcokewLime

EU once again leads the world in regulation! Too bad they have so few innovative companies themselves to regulate

kveggie1

Good!!!!!!!!!!!!!! The EU is so much better in protecting consumers............... the US fails over and over again.

shantired

As an electrical engineering director at several fortune 10 companies in the past, this is something that was known years ago. By the end of this year, all products sold in the EU have to consume less than 0.25W of phantom (idle) power. There’s a mad rush to comply with this, so investing in high tech power supply manufacturers (DVE, Delta, Lite-On) is going to be good. User serviceable batteries was a thing for a few years, but user replaceable batteries is what this law is about. Companies are scrambling to get mechanical, industrial design and electrical engineering teams aligned to deliver products with this compliance for the past 4-7 years. This is not new, but now that the visibility is prevalent (because products last longer than batteries), it just makes common sense for companies to do this. Sometimes it takes a stick to make it work. TLDR; invest in companies making high efficiency power supplies and gallium arsenide transistors.

EquivalentOne241

If this indeed was the case, it wouldn't just apply to Apple, it would apply to every phone manufacturer selling in the EU.

orangbulu

[This Commission Notice](https://eur-lex.europa.eu/eli/C/2025/214/oj/eng) from January 2025 states the following: > [Annex II](https://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32023R1670#anx_II), point B, 1, 1.1, (1)(c)(ii) of Regulation (EU) 2023/1670 states that manufacturers, importers or authorised representatives may provide the battery or batteries referred to in point (i)(a) *only* to professional repairers if manufacturers, importers or authorised representatives ensure that the following requirements are met: * (a) after 500 full charge cycles the battery has, in a fully charged state, a remaining capacity of at least 83 % of the rated capacity; * (b) the battery endurance in cycles achieves a minimum of 1 000 full charge cycles and after 1 000 full charge cycles the battery has, in a fully charged state, a remaining capacity of at least 80 % of the rated capacity; * (c) the device meets IP67 rating.

Ready_Poem_3580

The EU Battery Regulation (Regulation (EU) 2023/1542) applies to the category of "portable batteries" in smartphones and tablets, regardless of the price, brand, or "tier" of the device. There is no language in the regulation that exempts high-end devices like iPhones.

Ready_Poem_3580

What if the EU says “you can’t sell here if you don’t comply “

Ready_Poem_3580

It’s worth looking at Article 11 of the actual EU Regulation (2023/1542). It mandates that portable batteries must be readily removable and replaceable by the end-user by 2027 using commercially available tools

IllllIIlIllIllllIlll

>And here’s why this matters, you see Apple doesn’t make two versions of the iphone. When the EU forced USB-C it became USB-C everywhere when the EU demands replaceable batteries everyone get replaceable batteries It would be pretty funny if this didn't happen this time around. Two possibilities: * they make an EU specific version with easily swappable batteries that will surely be more expensive and less waterproof. People from other countries will complain that they don't get easily swappable batteries, and people from the EU will complain that they have to pay more for a phone that's less waterproof and more bulky. * they stop selling the iPhone in the EU. Less likely but it would be equally hilarious. Btw I'm an android user from the EU so I don't really give a shit. I would just enjoy witnessing the chaos.

Ready_Poem_3580

think there might be some confusion here. The EU Battery Regulation has different sections for durability and repairability. While high cycle counts are great for the environment, the 2027 mandate for user-replaceable batteries is a separate requirement. There isn't a clause that allows manufacturers to skip the repairability design if the battery is long-lasting

CCWaterBug

I didn't realize applenhad a usb c version. I hope EU forces samsung and Google to do the same.  I buy used phones myself and it's usually battery life that causes me to upgrade

HighOnGoofballs

Lufthansa alone just cut 20,000 flights yesterday This is definitely hurting the EU

RecommendationFit996

My plan to end the war quickly: 1) The EU and most Asian countries (ex-China and Russia) who are all hurting without jet fuel and oil, form a committee. 2) with much fanfare the committee declares Trump the winner of the “New World” Piece Prize War over. Problem solved

Motorhead546

Idk about North America, but it's clearly a slow growth/dying platform in EU

Sasquatchii

When you say they've lost minimally, I assume you mean outside of their upper leadership all being dead, their decades long spiritual leader being dead, all of their nuclear sites being bombed, their navy having been erased, their air force erased, their ability to sell oil - the backbone of their economy - blockaded. They played their one nuclear card (ha) and it's backfired on them, even today the EU came together to place unprecedented sanctions against the regime and their systems in response. No one is appeasing the regime. The gulf coast states are pushing the US to finish the job. Iran's proxies across the region have never been weaker, nearly unable to mount any resistance at all to Israel.... so much so that a ceasefire in Lebanon was paramount for the Iranian regime lol. China has abandoned them. Russia has abandoned them. They fight publicity wars on twitter while scrambling to make a deal privately. If you look at whats happening, as opposed to consuming propaganda, it's hard to see how things have improved for Iran.

Sasquatchii

lol What??? Straight Iranian propaganda. There's literally nothing more that Trump has to do (even though he could just continue to kill them off systematically) than a complete blockade and oil embargo. Even by conservative estimates, the IRGC folds within 6 months. "Iran closed the strait", yes, they played the one card they had. Unfortunately for them, Trump is literally insane and closed it further, so now instead of Iran making $$ per ship and controlling the strait, they make $0 and have lost control. Even the EU just today decided to band together to expand its sanctions targeting everything Iranian until they allow not just fair but free and permanent passage through the Strait. You're delusional if you think Iran isn't fck'd.

mx5plus2cones

My rationale... International was poised to outperform US domestic, like it did last year.... ...until this minor problem of Strait of Hormez... Unlike the most of North America , Europe is heavily dependent on oil imports specifically from the middle east. They also dont have nearly asuch energy reserves like China , US, Canada does. And, if we actually had to get oil, that is where ousting Venuezla former dictator comes in handy considering Venuezla sits on much larger oil reserve than Saudi Arabia. So although our pain is in terms of higher gas prices, neither Canada or US is endangered of a petrol shortage... Cant say the same thing about most europe, which the exception of Norway, isnt siting on shit. Countries cant make shit if there is a petrol shortage or the cost us too high and it needs to rationed. And at least for now, none of the European countries want to get involved with this thing with Iran despite being more depedent on the the oil flowing through that s straight. Thats why personally i think the narrative has changed. People that ran for the hills to the European markets will slowly run back to the US market....im think the EU economy is headed for a recession sooner than the US, possibly worse.

Sweaty_Platypus69

Like Iran cares? No one in the middle east actually listens to EU lol..

tika_dengu

EU will announce tougher sanctions if Iran doesn’t attend

yzmo

I disagree, buy a global index fund. You need to hedge the dollar risk. Maybe even buy more European stocks. 50/50 EU/US.

Consistent_Panda5891

I am from Spain, and I don't trade it. Mostly US indexes. However I traded it back on Spain's blackout year ago, bought day after few puts and got a good 5%. But mostly it's upside it is because of banks which obviously outperformed everything in recent years. EU bonds where at 3-3.5%, and banks paying literally 0 for deposits. Who would not want such business...

Historical_Bother274

"European ministers agree to expand Iran sanctions due to shipping restrictions" This is like the siege of Helm's Deep and the EU is the Rohirrim coming to aid America

Silver-Loving-Koala

Across the Straight? Man, study geography. Obviously, they drive across the Arabian desert to Alexandria, Tel Aviv, Haifa, Beirut or Tripoli. The more adventurous types continue via Turkey, Bulgaria, Hungary, Austria to the hungry EU market, to turn some hefty profits. Oh, did I mention the limit of two jerry cans per car?

Warm_Implement3088

Why is EU giving Ukraine like 90b if they only have 6 weeks of jet fuel left. how retarded is that?

brystephor

Unfortunately regions like India have low monetization and revenue opportunities relative to the US and EU regions, so more DAU/MAU isnt as beneficial for revenue (at least for ads)

Illustrious-Owl-2755

I am not familiar with increasing in Europe and the UK, but when I moved from my home country to the US, the accountant recommended me _very warmly_ to liquidate my assets and re-buy them in the US. The reason for that is that the brokerages publish tax reports according to the tax rules of the country where they are situated, so if you keep your holdings aboard, it will be very difficult and expensive to pay taxes in your country of tax residence. Examples (again, not EU/UK): US taxes long- and short-term securities (held for over or under a year) differently. The annual report abroad won't have this break-down, I would have to go over all sales and dividends and do the math manually. Another example: my country doesn't tax reinvested dividends until liquidation, so the underlying indexes for all index funds are total-return. For the US tax report, I would need to pay the tax each year and then, for each reinvested lot, keep track of a second cost basis, and the brokerages won't help me.

Disastrous_Pay3314

Jet fuel is in short supply in the EU. There's one answer.

skipichi

In which EU city app cost 82k eur?

ForwardByNature

Hahaha thank you! 😃 eurorich, I wish, average apartment in EU capital is like 400k eur, so 16k gain is not that much, but nice for sure 😊

Azzylives

I mean nothing you’ve said is wrong as such but it’s inaccurate to say it hasn’t got alot more pronounced. The charging situation only got better here in the EU after they were ordered in court to move to ubc. You’ve just reminded me of all the bricking software they use on older models to force people to upgrade. Atleast using your framework back then we actually had…. The iPod…. The iPhone…. I pad…. I store Actual very innovative and useful products that were ahead of their time.

UninvestedCuriosity

Thank the EU.

Sophrosynic

No they're not. Read the EU law. Just needs to be replaceable without special tools or chemicals.

Pete26l96

My Mag 7 earnings share price predictions: - Apple = Down (Most expensive Mag 7 excluding $TSLA (trades like a meme stock) and $NVDA (growing revenue 50%+ YOY, with the lowest growth opportunities and CEO replacement) - Google = Flat/slightly up (Bloomberg Terminal surveys and reports showing reduced Q1 ad spend / budgeting, Search AI mode showing high user satisfaction, Gemini Ads rolling out nicely) - Meta = Flat (Bloomberg Terminal surveys and reports showing reduced Q1 ad spend / budgeting) - Amazon = Up (Tariff refunds, high exposure to Anthropic growth, AWS acceleration, continued high capital expenditure a risk if sentiment changes) - Microsoft = Flat (Priced well but Azure tied to Open AI which has openly talked badly about growth on Azure vs AWS in an internal memo, EU nations removing Microsoft from government and leaving Azure) - NVDA = Up (Data shows consistent adoption and growth of AI, despite a transition to custom silicone, Nvidia remains the golden standard and continues selling millions of chips to Meta and Oracle) - TSLA = Up (sales slumping but will go up because Tesla lol)

SkepticalInvestor21

Great question - this is actually a really common issue with EU stocks and it's frustrating when you're trying to do proper DD. The main culprits are usually currency conversion timing differences and varying accounting standards (IFRS vs local GAAP). TradingView and other aggregators often pull from different data vendors who may be using different exchange rates or quarterly vs annual reporting periods. Some platforms also adjust for extraordinary items differently. For EU stocks, I always cross-reference with the company's direct investor relations page first, then check a couple different sources. The official earnings releases on company websites are usually your most reliable baseline - sounds like you're already doing that right. You can also try running the ticker through a due diligence tool to see if they flag any data inconsistencies across sources. It won't solve the underlying problem but can help you spot when numbers look off before you base decisions on potentially bad data.

browsk

This EU dude so pissed 😂

Low-Win-6691

👍 yeah my point was that absent some real economic or geopolitical turmoil that causes people to sell stocks to pay for basic needs and pause their 401k contributions (pretty unlikely) the stock market will continue to rise. Yes rising oil prices will hurt companies. The EU may have to suspend recreational air travel even for a while. But the money will most likely keep flowing net into the market