EU

polarpolarpolar

I feel like the people who are claiming that this sell off % wise is not significant are ignoring that when coupled with rising inflation and the devaluation of the U.S. dollar, the actual losses in terms of relative wealth are much greater than the numbers you see on your portfolio. For instance - we might even see a period of very slight growth over the year, like a 1-3% overall growth, so a guy who had $100 in his portfolio wakes up next year with $103. But when he goes to buy his groceries, it suddenly costs $50 instead of $35. And when he goes to visit a friend in Europe, suddenly everything is way more expensive than it used to be because the dollar is way down, and that $5 cup of coffee in the EU is now $7 without the price in euros even changing.

dedgecko

Maybe the EU would try, but as long as Adobe pays the skim fee, the current US government will sign off on anything to “own the libs”

2CommaNoob

Yea, I didn’t even mention the higher costs of it. It will have its use cases but it’s gonna be extremely limited. Once again, musk is selling utopian shit that’s won’t be widespread. Theres too many headwinds and roadblocks that’s gonna hamper adoption: physical limitations, higher costs, geopolitical issues, the societal issues. Im 100% sure certain countries will not let musk take over their internet and cyberspace, mainly China, Russia India Brazil, gulf countries, EU. You’ll lose sovereignty if you let someone else control your cyberspace EU is finally waking up to not depend on US big tech anymore with small steps.

f_cysco

Isn't EU starting it's own social media? Can't Americans not just use it? No ads, no bots, no echo chamber (hopefully)

Paper_Beautiful

US isolating from traditional and stable allies is new. It’ll be interesting to see. Diversify with Chinese and EU stocks.

coltzero

Yo guys, sell your US stock invest into our beautiful EU.

asfsdgwe35r3asfdas23

Datacenters in space make a lot of sense. If you datacenters are in the US you are subject to US laws. If they are in the EU you are subject to EU laws… If your data center is in the fucking space now your pedo stuff is safe from any government. Nobody has jurisdiction in Space and even if they claim to have, nobody has the means to go there and take the datacenters back to earth, so your stuff is safe up there.

deathlyharry

cause EU funds are taking money out of US assets and treasury bc of lack of certainty

MuricanWisecrack

Im not buyin US. I actually sold US over the last year. i think you are in denial what is about to come. The music ended. Palantir has a P/E ratio of 200-300. i give you an example of what i buy (all EU): Iberdrola, P/E 17 Vonovia, P/E 12 Reply, P/E 25 ASML, P/E 35 Verbund P/E 25 Kemira P/E 15 BVB P/E 18 MAERSK P/E 11 ... You have been warned with your 300-Billion-No-Earnings Sandcastle at SICK 200-300 P/E.

MuricanWisecrack

are you a masochist? you hold PLTR right now confidentaly? hahahaha omg. Bro. The party is over. The music stopped. You sit on a company that dillutes their shares about 10% per year has earnings of about 0.2% of their marketcap and we are NOT talking about a fuckin startup here. its a 311B company, ffs. Do you know what else is valued 311B? The Ethereum Chain. 1.5 Annual Budgets of the Republic of Austria 4 years or googles Profits. 1.5x \*all\* investments Google made this year. ... 'you are a madman, if you think palantir will just magically bring its Revenue and Profit to the fucking 5-10 fold in the next years. Just mad. and it makes me a little sad: you give your money to psychopathic rightextreme nihilists who want to make money with dystopian software. Do you hate humanity so much that you bet on humanity spending hundreds of billions for stomping Humanity in the Face with a boot? Its not that i dont see that we are like this - its just that i dont want us to be like this. And.. in case you forgot: EU is not gonna buy PLTR software. We are unwinding von US, especially in Militarythings, as USA lost the plot completely and longterm and is no more to be trusted. 2x Trump proved its better to completely depart from each other.

elpresidentedeljunta

Well, there was a small piece of legislation originally slated for the BBB. It would have empowered the government to restrict access to american markets for individuals living abroad. If something like that gets passed, these people can leave, but they would have to leave their main assets behind. It would of course rattle the markets, but likely not worse than April. And I don´t believe it will come to that. They aren´t leaving in Britain. In the end they will cry and moan, but again: They would not even feel those taxes. [It´s not like the rich don´t know what is necessary.](https://www.theguardian.com/business/2026/jan/21/millionaires-billionaires-taxes-super-rich-mark-ruffalo-wef-davos) There was a world wide push not to long ago for a minimum tax for international corporations. Personally I would not be surprised when a push for an international agreement on this kind of taxation would erase the option of tax evasion. And even some of the heads of the biggest Hedge Funds call for action now, because when it´s to late to get the situation under control with normal measures, people will use extreme and expecptional measures to handle a crisis. In the end the tariffs are just a warning shot of that, since they tackle the problem from the side that can´t pay the price. But remember: All the powers which are wielded by the Don right now will be wielded by his successors. And Mamdani is a clear warning of what might come at that point when a leftists "only" as radical as the Don comes to power. And I don´t disagree completely that cuts could balance the budget as well. If the United States reduced their military and intelligence Budget to that of the EU about three quarters of a trillion Dollar could be saved. Of course measures like that would also have another effect. The US would have to shrink to the size of the EU as a global power. And it´s economy would have to shrink by about the same level in order to fit the new government spending. But at least the rich would continue for a while to not pay taxes. Assuming the political and social upheaval by those cuts won´t trigger the presidency issue I mentioned above. I do not claim that it would be easy or without bitter fighting over it. But in the end it is objectively the only reasonable way to achieve the goal in my opinion. And it´s not like economists don´t know that for a hundred years. Anticyclical fiscal policy is how you keep nations prosperous. Unfortunately we chose to only increase the spending and lower the taxes when a crisis occors, but we fail to raise taxes to pay off the debt when the countries are in growth cycles. And think of the Don what you want. If any president had the ruthlessnes to correct decades of failed policy that at the bottom line shoveled trillions of Dollars form the Balance Sheet of the United States into the portfolios of a few hundred men, then it is him.

Les7X

My EU stocks are recovering... Gunbros, don't tell me you're doing the forbidden thing

Happy_Discussion_536

🥭 team: we need weaker dollar to balance global trade. ECB: weaker dollar and appreciating Euro could push EU inflation too low. Printing wars coming. Buckle up retards.

tika_dengu

EU pension funds unwinding their positions on a daily basis, we are witnessing controlled implosion of the markets

pink_ego_box

NVDA earnings will go 🟢 Gigantic earnings 🟢 Double beat 🟢 Guidance the GDP of the EU Then the fine print of the report 🚩 Hyperscalers still owe them cards from 2023 🚩 Oracle buying Blackwell cards on Klarna with 36 installments 🚩 Margins are now tree fiddy because HBM memory chips alone cost the same as the list price of the cards 🚩 Jensen goes on stage with a jacket made of thousands of American babies' foreskins and becomes the face of the 2020s tech sector hubris in history books ☄️ Stock craters and brings down all the indices

a11yChief

So this used to be my job after work on client teams, I transitioned to the responsible investment team at Aon in London. Some funds are more ESG than others, and stewardship is considered differently across different managers. Some would vote in line with management at the agm, some would do insane shit that really bucked the trend, and was really ahead of its time. I know of one large manager who owned coal companies in their passive all world funds, because they had no choice. This manager would regularly discuss with management and push voting proposals for the business to transition away from coal mining. ESG funds remove climate transition risk, and note that in 2020 anyone invested in ESG funds outperformed the market. The two stars we kept seeing provide great returns with mega ESG credentials were Nordea and Robico. I’m not sure if Joe blogs can invest with them though. At some point, money is going to flow rapidly out of fossil fuels, and ESG funds will protect you from that. However whilst everyone still thinks oil and gas returns can’t be matched, you’re going to struggle with exclusion only passive ETFs which just screen out ESG risk. You can find out how funds invest your money by reading the prospectus, and key investor information document, the KIID. Lots of investment managers have ESG sections on their websites, but you have to be quite a good bullshit detector to spot greenwashing with some of them. Look out for massive numbers of engagements of votes that sound huge, but would pale in comparison to their entire portfolio. You might see funds use the EU SFDR categorisations to show how large their ESG focuses. At least when I was in the industry, these were an ok measure, but funds published what category they thought they were in, and could effectively say they were a higher grade of ESG than they actually were, because it was a trust me bro type of set up. Some brokers, Saxo is mine, allow you to see the morning star return rating and provide a sustainability rating alongside. Whatever data you choose, make sure you get a balance of external and internal proof, i.e. take what the fund manager says with a pinch of salt until you’ve seen someone else back it up. You can 100% get returns from well run, actively managed ESG funds, you just have to go looking for them. I really hope this helps, DM me if you have any questions.

Apart_Ad_9778

I find that the valuation of any US company is about 187 times the valuation of a similar EU company. Out of the blue.

Sea_Hold_2881

And it is hard to argue that the French are being unreasonable. This is not a suffocating EU bureaucracy problem.

Clear_Anything1232

I'm curious how trades are settled. Is it through ADR mechanism. Are the units held with a US custodian or a EU one

Les7X

You know, I could buy some EU stocks if they weren't absolutely fucking disgusting

ExplanationNormal339

I bought EU ETFs right before the announcement expecting a pump, watched it trade sideways for 6 months. Turns out geopolitical partnerships take longer than my attention span to actually move stock prices.

Gods_ShadowMTG

No they don't. Cloud infrastructure works well in accordance with EU data privacy laws. Actually, it's one of the main selling points for souvereign cloud and one of the reasons why EU companies are trying to shift towards (more expensive) EU cloud providers (there are some).

shitholejedi

The US, Japan and Australia still refine rare earths just at a lower rate. The tech and machinery is sourced from specialized mining equipment companies across the world including EU and US. Its not a matter of waking up, its of who is willing to take the loss for the supply chain.

Disastrous-View7310

Dont forget Campine the only producer and recycler of antimony in the EU https://www.belganewsagency.eu/campine-chooses-french-expansion-amid-booming-antimony-profits

Gods_ShadowMTG

I mean, you are correct. But mindset has shifted both the EU and companies are massively pushing for souvereign clouds. There are some players emerging.

jaboyles

Idk about silver, but gold will not be stopped. China, The EU, Canada, and Japan are all transitioning from US Treasury bonds to gold. Precious metals are currently half of all US exports.

DarthGlazer

With more Gen z and soon gen alpha being able to open brokerages I see no reason for a slowdown at all. It's been a steady rise for a while. Again, UK and EU will be big in this I think. On this end I can definitely be wrong though. Prediction markers - Vlad talked about 200m annualized revenue back before he had Sept data. Just in October it traded 2.5B contracts with 3B in Nov and I'm expecting around 3.8-4B in Dec. They earn 1 cent per contract (the 2 cents is split evenly with Kalshi currently) traded so just in Q4 I'm expecting 90M~ in revenue. They've already got 55M in the first two months of the quarter.

DarthGlazer

So just to correct - the down tick from Sept to October in users and AUM was them closing down accounts with less than a certain amount invested and no activity for a while. Forget the exact numbers right now but that's what it was. It'll keep growing in December 99% because they're growing UK, EU, and SEA pretty quickly since they started offering US tokenized stocks there in Oct. Their prediction market is going to grow in December and then peaked most likely in Jan with a slight decline in Feb (Superbowl). There won't be a decline for long due to March madness in March and April and then we go right into NBA playoffs and then right after that we have the FIFA world cup in American soil. The only down month I see this year is July/August tbh, but by then they'll have their own miax exchange for it so while contracts traded will be down their profit per contract will be up. They're also expanding their credit card (it's up to 600k I think by the end of Jan) and they're opening up banking for gold members which I know I'll be moving to personally. Finally (for my bull case here), they believe they're going to win being the trustees for the trump accounts and if that does come to fruition that's going to be insane growth. I wouldn't bet on the stock just because of this but I expect there's a decently large chance of winning it and if they do win that'll be a huge boost. I'm buying personally - I expect an EPS of 3.2 for 2026 and of they can sustain the growth they've got (which I believe they can) then that'll warrant at the very least a 35 PE ratio in my eyes which brings it above 100. Until growth stagnates they're still considered a growth stock in my eyes and they've got a lot of runway left.

Ram2705

EU here. How about no profit and more of do you want mayo with those fries!

Moepenmoes

I'm switching to EU for the rest of the year, perhaps less profits but at least more stable

DrinkingSolution

My 401k will become majority EU and Asia. Sorry I'm in the wrong sub.

chebum

Can they increase their imports simply by stimulating internal consumption? For example, by directing subsidies from industries to building social safety nets like pensions, healthcare or unemployment support policies. This should help to reduce precautionary spending and increase consumption. That would also ease conflicts with USA and EU.

ShittyUsernane1222

Tech Company: \*makes profit out of hair thin margins\* EU: oh no you don't \*drops tax and regulatory hammer\* China: \*undercuts them\*

dgkimpton

MS is in a rocky position at the moment due to the growing distrust of American software. It's not inconceivable that many EU institutions and companies are/willbe making efforts to move away from MS. If that happens alternatives will prosper and even in the US MS might begin to struggle. I wouldn't bet too heavily on MS myself, but your milage may vary. 

Moepenmoes

Switched to EU stocks just in time

PovasTheOne

That would bring both EU and India closer together. Also, due to politics, India is looking like a very attractive alternative to China for many companies.

SomewhereNormal9157

It can work but India is very diverse with so many ethnic groups. It isn't mainly one group like China. It is more like the EU but with alot more corruption, poverty, and lots of uneducated.

ShittyUsernane1222

US invasion of Iran will hurt the US, Iran, Israel and EU at the same time lmao. US due to escalating anti war protests. Iran due to power vacuum. Israel due to the boogeyman which kept the status quo going on and kept it united in there is gone. EU due to breakdown of trade in strait of hormuz and dependence on Iranian oil.

ShittyUsernane1222

Israel-US-Russian parapolitical (i.e the closest thing to a deep state) networks are connected trough Semion Mogilevich and Vadim Rabinovich. If Putin-Netanyahu relationship breaks down, they are the first people to be disappeared by Mossad and FSB in the aftermath for knowing too much. China is pro palestine and is playing the long game by letting Russia destroy themselves in Ukraine, build dependency on them i.e force putin to a leash. Xi has begun removing Chinese Investment in Israel. Putin knows if he pisses of Xi too much, Russia will go from "is" to "was" overnight due to overwhelming trade blockades, sanctions of China and EU ganging up on them. Therefore a breakdown between Putin-Netanyahu relations is imminent which has yet to be priced in by either Russian, Israeli, US or any other stock market index. And the sudden breakdown of a major organized crime networks will cause a recession in US, Russia,Columbia etc. as traders being pissed they dont get their stuff(TM) will short markets out of spite.

MasterElite1

>The U.S., EU, and Japan will sign a memorandum of understanding within 30 days to strengthen critical minerals supply chains. The partnership will support mining, recycling, processing, and refining projects, and explore coordinated trade policies, **price floors**, subsidies, and offtake agreements. Action plans may expand into a broader plurilateral trade initiative. Price is fake and too low - g7 governments

Deepvalue2026

I am new here. From EU. Bought gold stored in vaults via audited specialist as I disliked the ECB policies with negative interest rates and QE. Made a bet in 2021, thesis that inflation would increase once economies would open after C19 also based on disturbed supply/demand for real stuff due to global logistics. This worked so far pretty good. My gold thesis (no etf, real stuff) IMHO still applies for the next years, not an economist at all but if we get a new crisis or liquidity event in 26/27 the reaction will be the same as usual as the man with the hammer sees it all as a nail. I guess the same applies most likely for US market. There are in the EU some seriouis triggers for a new inflation round , think defence spending 5 % norm (no way this can be earned from normal growth), older population (labour costs higher), insane leverage in the system. What we are seeing most likely is and end of a cycle that started in 1982 with cheaper money and imported deflation via cheap Asia labour. This is over now. New balance vectors always create higher volatility and chaos. Many central banks are buying lots of gold now for some years. Gold might take a hit in a new correction but most likely it will be modest compared to what happens to the air in the current valuations of lots of stocks, real estate , PE NAV , and private credit as so many trillions are passive ETF managed. Think all want out and the door is very very small..... So I am in Gold long term with 10 % of my portfolio. What the FED or ECB does is out of my hands but they are always too late. Good luck.

lubiekucyki

I guess i picked the wrong continent to invest 🤷‍♂️. At least quarter of my portfolio in EU is doing fine

DMT1703

Being woke pays off far better than expected. Thankfully for the fact that I hate the USA and Trump so much I'm just throwing my money to the EU, Britain, and Japan stocks lmao. Ite, good luck Americans. Oh yeah if anyone tries to buy Nikkei remember Softbank will drop alongside with USA tech. Gonna go eat my 1 am Ramen now.

Rexultdis

Eli Lilly sending all EU NVO 401k bag holders to hell

SignalTable9905

Being from the EU, currency risk is real, so that part matters just as much as market direction. US stocks are still high quality overall, but nobody knows short term moves, especially with AI hype driving a lot of momentum.

Potential_Airport_71

While I think that the US administration under Trump and Vance is on the wrong path (move fast and change things, i.e. the global economic and their internal democratic constitutional order), please consider this: They have a lot of natural resources, higher birth rates than EU or east Asia, good universities and an preference for unmitigated capitalism. Two Oceans on each side, no threat of invasion etc. So, If you don't think GDP growth stops on a global scale, the US economy will prevail long-term. We Europeans certainly can't replace them, China won't.

Tight_Tomatillo_172

It depends on whether you are okay with being exposed to the dollar or not. If you are looking at very long term it should be fine, I am in EU too and only invest in US companies but I am okay with the dollar exposure because when I’ll withdraw I’ll withdraw in a currency that’s not volatile against dollar (AED)

dvdmovie1

I can understand if someone from the EU (or other countries) is concerned given dollar weakness over the last year, but I don't get the jump from that to "I don't know if I should/don't want to/etc have any investments in the US." "Since i dont trust that AI investment will provide (good) returns" There are companies that can't keep up with the demand or in some cases are basically sold out for the year. Nothing wrong with being skeptical, but there is a point where you have to reassess that maybe you might be missing out to some degree if you're not participating in a theme at all. " that the whole stock market would drop 15%" 10% used to be considered a correction and "healthy." Corrections happen and can absolutely easily be 15% but I think the market of most of the last 5-6 years has meaningfully reduced people's tolerance for market volatility. "Tbh i am somewhat worried, that this will all crash and burn" There's always concerns but I'm really not seeing anything that would lead me to have that kind of view.

zbern

02/04/2026 - 06:45 AM Revenue in Q4 2025 increased 43% to $19.3 billion driven by volume growth from Mounjaro and Zepbound. Q4 2025 EPS increased by 51% to $7.39 on a reported basis and increased by 42% to $7.54 on a non-GAAP basis, both inclusive of $0.52 of acquired IPR&D charges. Regulatory progress included FDA approval of Kwikpen for tirzepatide and an expanded indication for Jaypirca, and submissions for orforglipron for obesity to regulatory authorities in the U.S. and Japan and for obesity and type 2 diabetes in the EU. Pipeline progress included positive Phase 3 results from Taltz and Zepbound used together for adults with active psoriatic arthritis and obesity, orforglipron for people who switched from injectable incretins to oral GLP-1 therapy, and retatrutide for people with obesity and knee osteoarthritis. Announced an agreement with the U.S. government to expand access to obesity medicines for millions of Americans. 2026 guidance issued with revenue in the range of $80 billion to $83 billion and non-GAAP EPS in the range of $33.50 to $35.00. INDIANAPOLIS, Feb. 4, 2026 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced its financial results for the fourth-quarter of 2025 and provided 2026 financial guidance. "2025 was an important year for Lilly," said David A. Ricks, Lilly's chair and CEO. "We reached millions more patients—launching Inluriyo, expanding Mounjaro and Kisunla globally, and submitting orforglipron for approval. We expanded our manufacturing capacity, and through our U.S. government agreement, opened new access to obesity medicines. Entering our 150th year with a deep pipeline and platforms like LillyDirect, we're positioned to reach more patients than ever and expand our global health impact."

Clear_Anything1232

Their business model isn't sustainable They haven't innovated in years EU is heavily moving away from them They have no where to go but down

NowChew

When it comes to PayPal, my investing due diligence is dead simple. Here it goes: PayPal sucks. 1) It absolutely sucks for its users. As a user, it requires me to do the 2FA dance every single time I need to use my PayPal account, even though I’m always using the same device. Compared to neobanks like Revolut and N26, the user experience is at least 10 years behind. I hate using my PayPal for stuff, and avoid it if I can. 2) It sucks even more for vendors. Between seemingly random account restrictions, locked up funds, rolling reserves, … PayPal has cost me years of my life in stress as a SaaS owner. Their fees are more expensive than competitors e.g. Stripe. And when it comes to getting your money out of PayPal (to pay your business expenses), god forbid you sell in USD on the global market but want to withdraw money as an EU company because they force you to convert to EUR on withdrawal at their truly horrible exchange rate. It’s borderline criminal. Bottom line is, I would never invest in a company whose product SUCKS. It sucks for users. It sucks for vendors. It’s steadily getting suckier. Just use common sense and invest in companies that actually provide good products and make their users happy. That’s it.

iannoyyou101

Lmao I trade options and SP500 is the most liquid, not touching the EU shitty markets, which is just like EU businesses, a snoozefest and very political. EU citizen here btw

iannoyyou101

Am a EU citizen FYI, just not delusional and driven by headlines

iannoyyou101

FTSE and CAC40 futes inverse ES after Paris open. This is literally EU banks being forced to liquidate their US equities and buy EU indices because of risk management.

2QuarterDollar

I made a huge mistake back in 2022/2023 when I thought LNG prices were going through the roof due to Russia cutting off EU, so I put a lot of money in a 3NGL ETF. I did not realize that the average holding period is supposed to be 3 days or less lol. The leverage down is way harder than going up. Especially with commodities that track the futures contracts. A huge spike or drop is usually quickly corrected and you need another spike (russian invasion) or something crazy to get the returns you imagined. So only if you expect multiple crazy events quickly after each other, it makes sense to buy -3 or +3 leveraged ETFs imo

daedalus_dance

Meme upside re-rate with catalysts, look at ETL (France / UKs star link alternative). Anything EU defense is overbought but rallies hard on pullbank. Steady compounders with low P/E basically the whole financial sector. Nexans and other electricification plays. Secunet is a German Crowdstrike. There's a french semi designer called Kalray which has meme level gains recently. Erm... what else... Errrr... Hugo Boss is a lululemon like case if you're into that.

Strange_Specific655

And that’s just the US which lots of times takes the wheel first you just wait until the EU and china have more retail spilling in.

Onlypizzafans69

They sign a contract, then they wire person the money to his bank account in EU. That bank will then freeze this money and ask that person to provide contracts that prove that the money he received is based on legal agreement and is not money laundering. He provides them all the details, they unfreeze the money, and he is free to do whatever he wants with it.

ChronicScroll3r

Anthropic, OpenAI are major threats to SaaS EU moving to native payment systems, other payment systems are being introduced. Take the L, can’t see PYPL recovering for a while

FEMA_Camp_Survivor

Convincing the investing public that Frankenstein’s monster of a company is a trillion dollar company is still a hurdle. A lot can happen between now and June. More EU raids, Epstein controversy, economic turbulence,etc. could derail things.

CitizenLohaRune

Man, the EU is just dumb. They love to debase themselves over and over it seems.

iXProject

Got scammed by EU. No more Merger arbitrage for me, cost me $5k.

Suspicious_Brush4070

My exact experience. I really liked him when I discovered him, then he posted videos about Brexit (I'm a Brit, living in the EU) and I realized that while he wasn't incorrect about everything, he *grossly* oversimplified Brexit, what caused it, what the consequences have been, etc. I still like listening to his views sometimes, but I take everything with a large grain of salt too. I also can't look past the fact that he views everything from a very US-centric position, which I feel disqualifies him somewhat as a true global political commentator.

lulack-23

I imagine that infrastructure will remain US/EU centric. So many countries are still lagging way behind in getting the infrastructure they need. I struggled to find what I need where I live. I’m using Hyperfusion now, and have finally been able to launch my startup. Costs are reasonable, and latency is ultra low.

NurUrl

right now the EU Tech market is in shambles.. so

ElectrifiedThor

I know, and you're right. My broker only allows me up to 1Y. If I had the option, I'd have gone with 2Y for sure. What broker are you using? I'm in the EU. When it comes to tax loss harvesting, that makes sense, but I have diminished returns on that because the taxes are flat at 10%.

constantly-pooping

I entered a position but I have a feeling this will drop more in the short-medium term. Not discussed but the EU is decoupling from US tech which could have some painful implications: [https://apnews.com/article/europe-digital-sovereignty-big-tech-9f5388b68a0648514cebc8d92f682060](https://apnews.com/article/europe-digital-sovereignty-big-tech-9f5388b68a0648514cebc8d92f682060)

MrKayn2021

Yes they are, finally. Which is a good thing. My claim was never about that, the original commenter I replied to brought up Europe buying oil from Russia for some reason. My original statement is that while the EU is looking to diversify away from the US, if the US and Venezuela does supplement Russian oil to India, then the EU is still indirectly buying US/Venezuela oil products. Which I brought up in response to his original comment about how the Canadian leader was right and the EU shouldn’t bow to the US anymore. I am pointing out that the EU would still be entangled with the US if this deal goes through, though indirectly.

Denselens

Hmm it's not a job title here. It is an education (a really demanding one), at least in the EU. It's been a university degree for decades. Masters of Computer Science. Then you can do a PhD after that of course. Okay so a little bias. Good time to sell? You guys got a wide array of ETFs globally, deregulation, mainstream adoption, most powerful man in the world firmly behind it and hyping it etc. And it's still negative YoY. Now imagine something really serious happens in the world \[Taiwan, Iran, Greenland..\], what do you think is going to happen to high risk plays like this?

Total_Schedule591

EU joining US mineral reserves to stay away from China reliance

Moepenmoes

Balls deep in EU ETFs this year, US is struggling too much this year

kenneth_dart

I wonder if their customer base might shrink in the future. Foreign govts are already reducing their reliance on MS and other US tech providers due to concerns over "digital sovereignty" and the foreign policy posture of the Trump administration. The fear that US tech giants could be compelled by the US govt to cut off access to services is a major driver leading to EU alternatives.

Hot_Bonus6515

I got downvoted earlier this year for talking about how EU would try to de-americanize software after Microslop locked the EU goverment out of goverment software for voting to make a certain genocidal person a war criminal. They seem to be starting on it, ditching Zoom and Teams, switching gov computers to linux. i hope they choose digital autonomy. Like deadass, we need competition in the us

Milam1996

The company is retarded and its business model is like 20 years behind. It seems like a very American centric business because here in EU we can do instant bank transfers for free. The only time I’ve ever used PayPal is when either using a website I don’t want to have my card details (which Apple Pay is now disrupting) or if I’m buying something through a FB page like a book and I want some protections on the purchase. You can’t really make a business on that.

ArmadillidiumVulgar

EU is rolling out Wero which will replace Paypal

deathlyharry

no recovery in sight for NVO. bye EU 401k's

NewlyOld31

Mid 350 would be crazzzzzzzy . You could be right though. That EU news is not good at all. Can't imagine they'll just give up the EU though

jakobsheim

You forget the "EU countries are swapping off of microsoft products" narrative. If we pull through Microsoft will lose a solid percentage of their business.

MusclyArmPaperboy

I'm worried about the EU dropping MSFT products like France just did

deathlyharry

lotta 401K in the EU absolutely fucked

Danne660

What are you talking about? If you sold US stocks in april and bough EU stocks you would be up more.

plznodownvotes

MSFT getting gangbanged by AI capex, EU shunning some of their apps, and Bill being a little freakazoid. Might retrace to 2022/2023 levels

Egregius2k

In fact I use it to support Ukrainian frontline units, as ironically, EU regulation makes banks iffy about banking there. CC no work.

DrB00

Yeah, that's a reasonable argument. I can see some European countries trying to distance themselves from American companies due to Donald's comments and attitude towards the EU. As for steam they have their own OS now and are making their GabeCube. So I completely understand the push to get more people on their own OS. Both cases those make logical sense, but I do think most bit companies aren't going to move away from windows and office.

SangerGRBY

TSLA is immune to bad news: 1. Pivot to selling robots instead of cars 2. FSD promised since 2018 3. FSD not approved in China and EU 4. Unprofitable robotaxi 5. CEO is a predator Stock barely dips and only pumps.

IncidentCalm5170

Long term impacts will be horrible for us stocks. People will move to assets that are more predictable like EU stocks, etc

Facktat

Well, I think the fact that the EU tries to replace PayPal with something independent from the US and other places outside the US/EU will probably follow doesn't helps PayPal here. The US is still a big market so I doubt it will loose all of its relevance but I definitely wouldn't bet on PayPal doing well in the coming years.

Boheed

It's going to be so funny in 1-2 years when, like, France and Germany and Poland announce they'll start to switch their gov systems over to a constellation of EU tech, WSB is going to melt down and scream how nobody could have seen it coming despite MSFT bleeding dry.

D2WilliamU

EU supremacy once again

Big_Wave9732

>Well yeah, imperialism is apparently the intended direction, but I just don't believe that Trump is capable of constructively delivering on any major imperialist project. Absolutely not. He makes a few threats and if he doesn't get his way then he pouts and is all out of ideas. For example, Greenland. He tried an economic proposal. When that didn't work he started hinting at taking it by force. The EU response was to send military assets and dare him to try, at which point he backed down. And that's the last of we've heard about it for the moment. This is the playbook that I hope the world adopts! When you get right down to it Trump is generally a pussy. Hold fast on the tariff threats. Push back with leverage of your own. Find a pain point and he will fold.

bobjoylove

IBAN and SWIFT are a result of EU legislation to speed up transfers. The US doesn’t have that so they still have a 3 day transition period between institutions.

xyzodd

who the fuck uses paypal? its usage in europe is also going to decline considering the new EU payment system WERO

actias_selene

IBKR tiered offers rather small comisions for this type of purchases, EU normally doesn't have plans or providers for free similar to the US. Also, you have good rates ans fractional shares for only US stocks. I still wouldn't suggest though, also from Spain and did that in my first year of investing. It is a pain to fill in tax form afterwards. If it is only to buy in small amount, and you wont be selling though, it should be okay.

kaapooj

spain to ban children from social media --bloomberg my regarded take is playing out france discussing it in parlaiment uk close too EU wide ban just a matter of time will be a good opportunity for Europe to get an alternative set up and let those companies gobble up marketshare with scale in adjecent sectors

softDisk-60

EU will get free launches to repay for the twitter fines

Barmin93

Here’s a smoother, more natural version: It’s actually pretty funny and creepy at the same time. I live in the EU, and at a corporate gathering last week a few colleagues flew in from the US. They were talking about betting on all kinds of things and showing apps where you can basically bet on anything 🤣 They mentioned, that from their closest friends - everyone is betting on everything all the time. They couldn’t believe that in the EU this isn’t really a thing. I do some investing, but up until last week - I was not aware that polymarket and similar apps even exist

FinishLineElectric

If it's in dollars, yes, for the same reason that a loaf of bread in Zimbabwe has gone up 17,000% in a week. It's not that the bread is worth more - it's that the currency is worth less. Dollar to Euro is down 15.33% over the last 1 year, while the S&P is up 16.38%. If you bought 100 Euros worth of S&P a year ago you'd have 101 Euros worth of S&P today. Conversely, the DAX (German stock market, but pretty much any EU stock exchange will do) is up 30.37% over the same period if you're transacting in dollars. Roughly half of that is the stock market increasing value and half is the dollar weakening.

Not2Tae

That’s the leverage angle. If you depend on Starlink or SpaceX to get things done, going hard with penalties gets a lot trickier. The EU talks independence, but reality’s been different the last few years.

jordandav_id

An absolute travesty, the genocide the US and EU have helped perpetuate in Gaza. Both parties in the US supported it

jennysonson

Its oversold, its the same with when google kept falling before people realized openai and others werent a threat to their ad businesses, or when everyone thought Apple would be over they started losing sales in Asia, but then NA and EU covered those sales and more.