EU

Euphoric_Ninja9834

Gambling is going to become more and more popular as financial nihilism gets worse, so more regards will be onboarded. Plus Robinhood's only legal in what the US / EU so far? I wouldn't fade the casino

AEStation404

You can look for ESG details. Personally, I only avoid investments that are illegal (i.e. the jurisdiction/company is sanctioned by EU/OFAC). If I'm not buying an "evil company" someone with 1000x my net worth will, and it doesn't change anything. I didn't make the rules, I just got here. Better if I get 1$ dividend and Richie Rich gets 999$ than I get nothing and Richie Rich gets 1000$.

MikuEmpowered

Reddit is a chamber. But this is a stagnation. If you look at yoy between us and EU, it's not exactly a cut and dry situation.

userunknown2024

Explain the heart argument to a universal healthcare system that promotes end-of-life measures as their system is not sustainable (Canada, EU nations, etc).

flutasma

Yes. I mean some writing roles and artistic roles are being replaced by low quality AI slop, but majority is either making current employees do triple shifts or just outsourcing. Work at a tech company and we are usually escalation for our offshore teams... They are investing heavily into AI. AI is literally useless for what we do IMO, but still CEO can't stop talking about it. They just slashed a bunch of EU and US staff... and that let to a shit ton of projects kick off going on my plate, which pissed me the fuck off. We are slowing down now end of year so my projects will clear... but we are slowing down because people are not SPENDING MONEY. Who knew making the poor and middle class not have disposable income would start to lead to a slow economy.

Alone_Duty_9448

I'm in EU and every restaurant that has a green style dies whitin 3 years

Omarkhayyamsnotes

The only countries capable of more humiliation and groveling than South Korea are apparently the colonies er I mean allies of the US in the EU

Jinggang-25

maybe in US but in EU, they will definitely Flourish. Millions are vegans in EU

Usakami

G7 is group of developed countries/economies. "The Group of Seven (G7) is an intergovernmental political and economic forum consisting of Canada, France, Germany, Italy, Japan, the United Kingdom and the United States; additionally, the European Union (EU) is a "non-enumerated member". **It is organized around shared values of pluralism, liberal democracy, and representative government."** Not only is China, **by its own declaration,** a developing nation 🤷 but those shared values don't really apply. Under Trump, they don't apply to USA either.

Radiant-Ad-9753

They had to get the calls in on China stocks. There will be 100% tariffs announced on Canada/Mexico, the EU, and Antarctica announced Monday. Why? Because fuck those penguin, that's why.

mickalawl

I assume in the next rotation he will attack EU again or some other former ally. I dont expect a rotation back to China threats for at least a couple of months.

moldyjellybean

It’s worse it didn’t even cover anything, have to pay to see a doctor, my blood tests costs me whatever they want to charge, it ended up being 250. Then I had to get the general practitioner to recommend me see a specialist but they wouldn’t do that. So here you’re pay for ins. Copay, tests and they won’t let you see a specialist. I’d think like United Healthcare if the cost was high enough they would just deny you. Was traveling in the EU and SE Asia no insurance and complete exam and X-ray and test for under $20. It’s about 1000%+ more in the US with insurance. You’d be better off booking a flight, taking a vacation and getting an exam in SE Asia, you get a vacation and exam for less than here in the US

tjock_respektlos

Invest in dystopian shitholes like the US and Asia. Spend the gains in civilization: EU

No_Aerie_2717

Venture Global * LNG imports from Russia to the EU will soon come to a complete stop. Large amounts of LNG have been coming from Russia to Europe. * Possible EU–US "tariff/energy deal" * Ukraine is requesting additional LNG supplies from Venture Global. * The CEO is one of Trump’s “business associates.” * LNG orders from the EU are already increasing. * China "promised" to buy more LNG from this company. * The company is rapidly expanding its LNG production capacity. * Analysts are still trying to push the stock price above USD 15 (currently around USD 8.6). * There have been some issues with fulfilling orders for larger energy companies, which has caused the share price to drop recently (a temporary issue due to limited production capacity). Arbitrage cases few.

GOOGAMZNGPT4

Sure. I agree with you. US and Asia are world polluters, citizen sickeners, corrupt, exploitative, gambling bubbles of corporate dystopia, war mongers, soulless and immoral. But mathematics is king in investing. That means you put your money in US market for highest growth. You either ride the train or get left behind. Fruitlessly fight the system to your own self detriment if you want. If a paradigm shift happens, I will follow it when it does, but I will not fool myself into thinking I can pre-empt and predict it. >EU is not endangering mankind or destroying the planet AND markets at the same time All world governments are corrupt and self-interested. EU is not without massive issues of its own; from free speech, to innovation, to immigration, to Russia, to Islam, to competitiveness on a world stage, to vulnerable geography, unelected bureaucrats, infighting ..... I would kindly remind you to not pursue virtuosity in investing.

cosimoiaia

I am in EU and I can see it just fine. I used to complain a lot about the regulations and the closed mind and it was fair until a certain point, now I see that at least the EU is not endangering mankind or destroying the planet AND markets at the same time. US and Asia have gone completely mental, imo.

_DoubleBubbler_

Thanks for the comment. Successful piloted test flights (conventional take off and VTOL) have been carried out and the final stage (prop transition flight) is due in the next couple of months. Vertical is looking to certify to the highest aviation standard (i.e. one crash in a billion hours of flight aka 1 to the minus 9) in a dual track process with Britain’s CAA and the EU’s EASA. Doing so should allow them to hopefully gain FAA certification also. Take a look at the new Vertical\_Aerospace sub and the video Henry Blodget. Certification is covered from 27:14 onwards and here is an excerpt of what Vertical CEO Stuart Simpson states… ‘Our aircraft will be exportable everywhere. The US competitors will not be exportable into Europe or the UK despite what they're telling people. We have confirmation from EASA and the CIA that they will not allow anything that's not to the minus 9 to fly over populated areas in Europe. Hence Archer and Joby’s focus on the Middle East!’

Rare-Energy-4357

This is fantastic work; thanks for putting in the effort to synthesize the data. It really underscores how difficult it is to find undervalued quality right now, especially in a market where valuations across the board are stretched. The fact that you filtered the EU top 500 down to only 18 "great companies" and then found just 4 at or below fair value is a crucial takeaway for fundamental investors. Out of curiosity, are you primarily using a Discounted Cash Flow (DCF) model for your "fair value" calculation, or are you leaning more on comparative metrics like P/E or P/B ratios? I’d be especially interested to know if your filter for "great companies" included a high barrier for Return on Invested Capital (ROIC), as that usually separates the best from the rest. Great contribution to the sub!

sunday_sassassin

There are so many competing designs in the SMR market and I'm not sure there are that many buyers lining up. Impossible to pick a winner now but if I had to it would be one of the established builders like Rolls Royce who have orders in the UK/EU, or the Bill Gates funded Terrapower. First-movers who can build economies of scale have a huge advantage when it comes to building SMRs. Using a (SA)LEU design is definitely in their favour though. Fuel supply chain security (and cost) is likely to ward buyers away from the experimental HALEU approach for at least a decade.

Strange_Ad_4682

Nvidia is worth more than the entire LSX… more than entire Germany Economy or Canada, Australia and Spain combined…. Time to pack it all in, $NVDA has economic victory…. Make EU a subsidiary of Nvidia’s Meat Packaging and Distribution Division.

AlarmingAdvertising5

Solana or whatever the fuck will the EU use. I could see them making a European network of some sort.

GOOGAMZNGPT4

Thank you for unironically providing poignant meta commentary for why EU stifles growth and is a terrible investment environment. Regulate & don't innovate.

changescome

They use it for almost 2 years now... seems like for the pilot projects in UK/EU

jtb685

I can't view the links in EU, are you able to change the permissions?

changescome

From my understanding: Ye Amazon is the partner / big e-commerce company here. - Videos/Photos - SEC Filings from last year: "testing at warehouses in UK/EU" and then the MSAI youtube video showing Amazon Warehouse sites (timestamp 23/24) - now expansion But (risking hard downvotes here): It's not like the stock should explode now. - There is a massive dilution coming in ~Dec 25 with around 27.3 Mio. new shares - The revenue with the amazon partnership (presumably) was still quite low --> A fair value as of now shouldn't be above 1 $ atm. It will take a massive rollout / other partnerships to justify a 3 $ price target This is just a reminder, you can get profits now, but it's really risky and unlikely not a straight way to 3 $ or more in the next months

Next-Ad3884

He still pays less than I pay salary wise in EU 🤣

Ardent_Scholar

As if having a foreign duopoly is worse. Also, Brics Pay is already up and running in a small way. That is a serious contender, and the EU is correct in launching their own system.

butterfly_labs

This. And by the way, Wero's original scope was much bigger, with projects for a complete payment network. Its was drastically scaled down due to lack of capital and political will. Right now, it's not much more than a C2C money transfer service, one of many. I used work on payment systems. Changing *anything* is incredibly slow and complicated. The whole EU banking sector relies on decades-old systems and is very reluctant to change. It took years to roll out instant payment, 2FA, the DSP2, and none of these things are very pleasant to use compared to more modern designs. Hopefully we can get rid of Visa & MC eventually. Relying on a foreign actor for critical infrastructure is never a great idea.

OmnipresentCPU

It’s the EU, I wouldn’t bet on their tech

dnr41418

Starlink documents are very inconsistent. For example 2.6 million customers may not equal 2.6 million paying accounts. The documents supplied to some EU governments mention customers and people interchangeably - there are open questions. Also average $/month/account is definitely higher than ~$150..again some questions.

LeftTesticleOfGreatn

Holy propaganda Batman, is this where we're at? China is by default high risk like India or other semi shady countries die to *rampant corruption and questionable law enforcement*. The political risk of China is second only to the current US regime... And anyone who lumps EU and USA together in this regard is at best a fool and likely a paid mouthpiece. EU has only ever done *retaliatory sanctions based on US activities*.

Lumpy_Ad2192

Yeah, my biggest concern is that unlike European markets, China will inflate numbers for political reasons. This market manipulation has resulted in very poor long term returns for a lot of their biggest stocks, which *might* be mitigated my an ETF, or not. For now, I would see them as a slightly different version of M7, which is to say artificially propped up, but still massive growth over time. The trick is whether that volatility pops like a bubble or drops like a crash. Chinas government will probably continue any manipulation to ensure the drop is soft, when it occurs, but that’s the game. Some combination of mature EU, LA growth, M7, Asian ETFs, and gold is probably as “safe” a medium growth package as you can develop because most of those aren’t too interdependent right now. Just keep your eyes open about the politics, because if China decides to manipulate certain company stocks downwards to reduce pressure on the economy you will likely be surprised because it won’t be telegraphed

firechicken23

Adding one more comments since I've been asked to look at 3 stocks now and I am just gonna list what \*I\* look for in a biotech stock, since I invest in them. By the by, a lot of these companies are what are called "late stage" pharmaceutical companies, typically they do not develop novel compounds, they license pre-existing ones that have some level of promise in pre-clinical (mice, rats, dogs) and move them into clinical, so typically a lot of these companies will only ever have one product. 1: first thing I always look at is the leadership, specifically the CEO and CMO, do they have successful prior projects? have they launched a product before? I want to see a lot of experience and I want to see prior results, 2: Then I take a look at what the drug is treating, what is the market? if its an orphan drug that means a low number of customers, but easier FDA regulation. if its something more ubiquitous, say, a blood thinner, the market might be huge but the FDA will have tighter guidelines. Has it been granted some level of FDA fast tracking (breakthrough status, high unmet need status, PRIME or innovation passport to the UK or EU?) Typically I am investing in companies that have made it to phase 3 with solid communication with the FDA and good reporting 3: on the financials side, whats the debt situation? how much cash are the burning? are there liabilities? companies in biotech can straight up run out of money, even if their product is incredible, and that can be the end of things. so I wanna see that they have money to bring them through at least another year. 4: Finally, if I like everything, I will look at "catalysts" upcoming FDA meetings, investor conferences, whatever it is. If all of these lineup, then I will invest.

Kaymish_

I think it is the same risks as any other. I have a fair amount in Hong Kong ETFs and I'm seeing pretty good returns. There's a lot of propaganda going around demonizing China, but if you want to be a good investor you need to cast a critical eye and try and discern the reality from the fiction. And in my estimation Chinese markets are among the less risky especially as we see the EU and US ramping up ridiculous sanctions on people.

Vilan-Kaos

All the international tourist that come to EU would be using cards using both networks. Unless you want to complicate things...

Jimmy_Trivette

I did google it, couldn't find the number of regulations EU has compared to the US. I figured you would know and have a source since you're the expert here making the claim. What about regulations by industry? State level regulations? City level? You also ignore that regulations can increase both functionality and convenience for consumers. The US is also more culturally stagnant than Europe so that kills your whole theory in the crib anyway.

jokikinen

It’s a geopolitical concern so it would go forward even if it were more expensive. ECB has already ran tests and trials. The headline is autonomy from US based payment systems. But the change also underpins attempts at bringing EU markets closer together by enabling innovations that resolve issues that are of strategic concern for the EU. The EU market is fragmented. There are multiple steps being taken to resolve this. The innovations built on the digital euro are one part of that puzzle.

jokikinen

The digital euro alone doesn’t provide the whole infrastructure. It’s the pipes, but the taps need to be put in place as well. That point of sale, apps, whatever you may have. Of course there’s work being done here with apps like Wero, but there might still be some additional hurdles. I think the winners will be innovators who make use of the new infrastructure to get a competitive edge. The digital euro opens a new arena for innovation. It’s also important for EU business and countries. It could be one enabler of a more integrated market—where EU businesses would have an easier time reaching all of the 450 million citizens. It has to be said that the details are still scarce. Depending on the concrete steps, winners and losers might differ.

eoekas

US styled options can be exercised at any moment. EU style options can only be exercised at the expiry moment. With EU style options this couldn't have happened to OP.

Spirit-of-investing

HOOD in EU with tokens is not popular and crypto trading is easier through another platforms with better [app.It](http://app.It) runs up up up cause they have good ideas but i do not think ER and guidance will be so bright to push stock up again..it is just my opinion

eoekas

Only on EU style options because OP is actually down >2k easily after this early exercise and he can only close his position tomorrow. And even then it's pretty stupid tbh it's such a long shot you might as well throw your money away.

Shajirr

Keep in mind that once you go outride US you need to slash the expected salary by 3 times minimum, if not 5 times. Plenty of places in EU would have salaries like 15k / year.

Hstrike

It's also heavily subsidized in the EU (4x as much as grown crops, it accounts for half of the earnings of meat producers) and most meat-producing countries.

Happy_Discussion_536

Real talk if liberal states separated from the rest of the country it works a lot better. Small countries and states can be run more like a fair village. Giant diverse nations with people 1,000s of miles apart there's going to be too much disagreement. We should pretend that the South won and let them work out their libertarian experiment. We can be like EU and do ours. Personally I believe in capitalism, I don't think pure socialism works but think it's gone a little too much that way without checks and pendulum needs to swing towards socialism for a while.

Sure-Health-4392

Tnx men for your answer, I like your view on it. For myself, Not really informed about the gold run-up. However, don’t see a chance in near future with China shifting away from buying gold assets to be less dependent on US Dollars, so would not bet against it. You might take a look at Flow Traders, market-making company. Stock dipped yesterday 10%. But they are expanding their trading capital heavily. Active in APAC, USA and EU. Also highly active in the digital assets space. Just IF markets are gonna panic and VIX increases to at least mid 20 levels, this stock will shoot up, as always, a lot. Options have not a very high IV, so perfect hedge. For the rest holding 50% cash and the rest riding risk seeking riding the momentum in core US mag 7 tech stocks, especially rolling options Amzn and Alphabet. What’s your take on markets going into 2026?

SupremeLynx

absolutely, while I watched the news and expert interviews and papers about them being 100% sure that the virus will also reach pandemic levels in EU and US, markets had barely moved. I loaded up on leveraged shorts and had massive gains within weeks.

TickTockTaudit

The only safe place in the world for money is US TECH equities. Dollar sucks gold sucks bitcoin sucks meme stocks suck consumer def sucks EU sucks Canada sucks everything sucks. QQQ calls TQQQ shares, we retire by Xmas.

mukavastinumb

Not in EU. At least where I live fractional shares do not exists.

BarefootWulfgar

It's either going way up if approved by the EU or way down if denied. Long time holder, I wish I had sold some when it went to 14 several times then bought back in. Big risk / reward.

crazier_ed

he only rented like three whole countries ... not even the whole EU ... i hear he had a million extras in the wedding movie ...

shrike92

Are you EU settled or US settled? Early assignment could happen.

Overall-Fold-9720

Leaked transcription of the China/US talks: 🥭: "take down your reciprocal tariffs, and pledge investments like the UK or EU did" 🇨🇳: "no" 🥭: "we'll lower our tariffs" 🇨🇳: "ok" 🥭: "so you will take down your reciprocal tariffs and invest in the US ? " 🇨🇳: "no" 🥭 to reporters : "it was a very interesting discussion, with both parties trying to get to an agreement"

hsfinance

ChatGPT says Illegal in UK and EU. Legal but questionable and unethical in US I posted the exact comment above to ChatGPT. Personal opinion. I don't think I will ever sit next to Cramer or Huang, but if I did, I may trade a 100 shares. Ethical or not. I am still taking a risk trying to interpret the talk of people I don't know ... tv persona is not the same as real life.

LeftTesticleOfGreatn

Yes, it already has. Every other comment is made by a bot and most posts are too. Apart from obvious bots you have *paid shills, trolls and data farm users* mainly from India pretending to be "concerned American/EU citizens" getting paid to spread propaganda. No sub with over I'd say 3 million users has more normal users then bots and shills. Then again nowadays reddit knows we check so they've made it possible to hide user history. Thus resting a perfect environment for fake accounts, karma farming and political propaganda and fake news. Reddit is the new Facebook

Sandvicheater

Has the EU really innovated in the past 30 years? The only thing I can think of is them making ozempic, ARM which powers nearly every mobile CPU and CERN hardron collider.

petar_is_amazing

70+200-50=400to600? It’s interesting dd and I’m long Amazon too but I don’t see how giving someone cheaper internet makes them an Amazon/aws customer… prime streaming - I agree but I don’t see how a customer will be roped into over HBO or Netflix If long term all you need to have satellite internet is 2000+ satellites then I see 5-6 competitors existing around the globe. Prob a EU, China, Russia one and 3 US companies

swagadagg

I think that one thing holding back the share price is not anything to do with ANIC. They have in their books the best and most scale-up-able companies in cellular agriculture. I wonder if the blocker might be competition. There are no other instruments on any exchange to note. Plenty of private equity action (recent EU fund notable obviously). I also have no idea where the competition will come from. Likely not the US. Maybe an ANIC company UK based lists within the next 18 months on NASDAQ or AIM. Otherwise we are buying the only cell ag operation going.

Bits_Please101

I thought the main reason it dropped was this “Finally, we continue to monitor active legal and regulatory matters, including the increasing headwinds in the EU and the U.S. that could significantly impact our business and financial results. For example, in the EU, we continue to engage constructively with the European Commission on our Less Personalized Ads offering. However, we cannot rule out the Commission imposing further changes to that offering that could have a significant negative impact on our European revenue, as early as this quarter. In the U.S., a number of youth-related trials are scheduled for 2026, and may ultimately result in a material loss.”

kaapooj

ECB trying to get rid of cash lol, classic EU

Europeanroadbycar

Been crying watching this morning from EU, glad US taking it over thanks.

Isterbollen

went from +10% of portfolio start of day (EU) to now -10% daily buying META all the way down during US premarket 🤡, silly me thought -8% was a bargain how dumb.

I_am_Nerman

The rare earths continue to flow like spice. The EU was over there negotiating for it too.

kaapooj

EU growing 0.2% q/q. ECB taking a victory lap.

No_Aerie_2717

VG 👌🏿 LNG demand will increase more from EU.

kaapooj

why not buy Swiss stocks? pretty stable market and CHF tends fo appreciate against the USD (main risk is the horrible EU economy and US tariffs slowing growth)

kaapooj

*EU not Europe

Rustic_gan123

>To me, the 47% number is a very good indication that the trade talks did not go well. POTUS and cronies will pump the market today but reality will bite soon when everyone realises not a lot has been resolved. Trade negotiations will not bring any breakthrough. Both Democrats and Republicans are interested in decoupling. The only question is how drastic it should be.  A return to free trade with low tariffs is unlikely in the near future, as the EU will likely join in on a larger scale, as it cannot afford to be a mere observer, and other countries will follow suit. The Supreme Court is also unlikely to overturn tariffs, as courts historically do not interfere in foreign policy, Trump positions tariffs as a foreign policy tool, and Congress is not opposed to them, as well as the fact that free trade is no longer favored by both parties. >The RE issue will remain.  This will be a problem for some time, it is not an unsolvable problem.

kaapooj

Japn is actually grower faster than the EU rn: Japan 0.5% q/q EU 0.2% q/q

kaapooj

EU GDP rose 0.2% Q/Q lol.

The-Two-C

It's good practice to list the ticker that's actually experiencing the PA one is writing about. OP is talking about CJR.B on the TSE, which the above is not, it being an EU listing (GETTEX?) In any case, below is a linear version of the same CJR.B chart with first horizontal resistance marked in case this move is reflected in full on the main exchange. If someone entered because of OP or earlier, they should exit by then. https://preview.redd.it/7e05f9c7x7yf1.png?width=3144&format=png&auto=webp&s=86c219f0945d761510d6390124ddf510b8763910 Myself — I wouldn't touch this with a ten foot pole.

bswontpass

Like with Canada? Japan? EU? That visit to Iran?

Humble-Cantaloupe-73

The Trillion-Dollar Text Box: Why OpenAI’s IPO Is the Mother of All Hype Bubbles Reuters breathlessly reports that OpenAI? (yes, the outfit that sells you a blinking cursor for $20 a month) is “laying groundwork” for a $1 trillion IPO, potentially as soon as late 2026. Let that sink in: a company burning $15 billion this year, with no path to profit, wants to be valued like Apple + Tesla combined. Their CFO, Sarah Friar (ex-Nextdoor, the ghost town of social apps), whispers 2027 to insiders while bankers salivate over a $60 billion raise. This isn’t a business plan; it’s a heist dressed in PowerPoint. The product? A text box. The moat? Habit. The switching cost? Zero. Grok, ChatGPT, Claude, DeepSeek: they’re all the fucking same. If one charges a penny more, we bolt. Coca-Cola owned childhood; Ducati owns my midlife crisis. OpenAI owns nothing but our muscle memory. Brand dominance? In LLMs, that’s a punchline. Google flipped the script in 48 hours with Gemini 1.5. DeepSeek will do it next week at 1/10th the price. The only “loyalty” here is the laziness of not opening a new tab. The Moat Is a Mirage. It’s Already Crumbling OpenAI’s supposed superpowers? data, feedback loops, “human preference alignment”; are commodity slop. Reddit, arXiv, and the open web are scraped by everyone. xAI slurps X in real time. Anthropic trains on constitutional principles any intern can copy. The only path to lock-in is enterprise plumbing: APIs jammed into Slack, Salesforce, Figma with memory, permissions, and audit trails that CIOs pay to avoid rebuilding. Microsoft tries this with Copilot ($30/user/month bolted to O365), but it’s fragile as glass Slack can swap in Claude tomorrow. Consumers? Doomed. The second a Chinese open-weight model matches o3 at $0.01 per million tokens, every non-technical user jumps. Price is quality in this game. A $0.10 token premium is as defensible as a Blockbuster late fee. Meanwhile, OpenAI bleeds $20 billion annually on capex just to stay in the race. NVIDIA makes 75% margins selling the picks and shovels. OpenAI? Negative gross margins on inference. This isn’t a tech company; it’s a government-subsidized science project. Regulatory “Moats” Are Just Handcuffs in Disguise The last-ditch bull case: regulation will save them. EU AI Act, U.S. safety mandates, “certified” models with audit trails? As if : only Big Tech can comply, right? Wrong. That turns OpenAI into a regulated utility, not a growth stock. You’ll pay $20/month not because ChatGPT is better, but because your insurer demands it. Congratulations: you’ve built ConEd for chatbots. Meanwhile, the FTC is probing, copyright lawsuits stack $100 billion in contingent risk, and Sam Altman’s 2023 boardroom coup still reeks of governance rot. A non-profit shell still looms over the cap table like a guillotine. Employees will bail when RSUs dilute at $1 trillion. This isn’t a company; it’s a legal Jenga tower waiting for one wrong move. $1 Trillion? That’s Not Valuation; That’s Delusion Crunch the numbers: $15–20 billion 2026 revenue, 50–67x sales, 500x EBITDA (if any), capex eating 100%+ of revenue. NVIDIA trades at 35x with $100 billion FCF. Meta at 9x with 40% margins. Even peak-2021 Tesla was “only” 25x unprofitable sales. OpenAI at $1 trillion is priced for AGI yesterday. Fair value? $600 billion base case (15x $40 billion 2027 revenue). Bear case: $160 billion. The $1 trillion fantasy is 67% air. IPO day? Sure, retail FOMO might pop it 30%. Six months later, when $20 billion losses hit the 10-K and lockups expire? 50% crash incoming. This is WeWork 2.0: narrative over numbers. Smart money shorts the pop, buys puts, and waits for secondary sales at $300 billion. Keep switching LLM's. The only “brand” that matters is who controls the pipe: Azure, GCP, Oracle. Bet on them. OpenAI? Just another text box in a race to zero.

AdjustDeezNutz

Overnights still 6.50 and that's with Asia not knowing Elon/being burnt out by tanking bynd and most of the EU hating Elon. I'd say premarket is gonna be close to 7.

AdOriginal8322

Poland deal by itself isn’t going to move the needle. It’s an undisclosed contract value to help modernize AI. It’s not clear at all what exactly palantir is doing. Poland, like other EU countries are expanding military presence but their future targets as a percent of GDP amount to 55 billion. That’s so comically small compared to the US budget of nearly $1 trillion. PLTR earnings would have to grow 1,000% (literally) to get the PE ratio to a still frothy 60 at the current price. Their net margins are 22% so to hit that the revenue has to grow 4,500%.

Jealous-Hedgehog-734

Under EU regulations it can only be called Feta if it's made in specific regions of Greece. You can however call it "Sparkling Greek Cheese" or "The Cheese Formerly known as Feta" if you like.

keroro0071

Lol no, the USA and EU know how to build the fab. The Taiwan glazing needs to stop. Their only advantage is that they are cheap. No one is dumb enough to let Taiwan choke them.

shimszy

While Chinese stocks carry greater political and systemic risks, ironically US stocks are gradually sliding in the same direction. Even then, there is far more trust in the institutions of democratic governments and less risk of government expropriation or interference. There are plenty of other options. EU, Canada and international stocks have open and investable markets. Real estate and rare collectibles, even speculative assets like crypto. Personally I have a basket of all of the above including Chinese stocks.

roser666

The thing that stops German automakers from crashing is that they're part owned by the local government. VW is part owned by the state of Lower Saxony. If they go under, so does Germany and so does the EU and the Euro. They'll go to every length to stop it happening. The problem is they've been too reliant on Russian gas, and all their factory workers are unionized and have inflation linked pay rises. The head of the union sits on the supervisory board at VW. If you work in Wolfsburg you're the only factory worker in Europe who got a 10% payrise in the last two years. At the same time they're paying for the fact they brought the ID range to market too quickly, ignored the fact the Golf and Polo are brands in other own right, and tried to develop software in house. No talented developer wants to work for a car company, so they end up with the dregs, and then the car lights up like a Christmas tree and loses power with no warning.

Permut

A downside with living in the EU (non native english speaking countries) is that some of those ETF:s are no longer available for purchase unless you're a professional invester (basically because there isn't a KID in the local language). There is however often something that is pretty much identical or at least "close enough" when it comes to the underlying assets, we just have to put some time into finding that one.

Alarmed_House23

And 50 billion in court fees from EU smfh

FarrisAT

EPS would’ve been $3.00 if not for the EU $3.5bn fine

fredditf

$META | Meta Platforms Q3’25 Earnings Highlights 🔹 Revenue: $51.24B (Est. $49.59B) 🟢; UP +26% YoY 🔹 EPS: $1.05 (Est. $2.29) 🔴; DOWN -83% YoY (includes one-time $15.9B tax charge) 🔹DAP: 3.54B; UP +8% YoY Guidance 🔹 FY25 CapEx: $70B–$72B (Prior: $66B–$72B) 😑 🔹 FY25 Expenses: $116B–$118B (Prior: $114B–$118B) 🔹 FY26 CapEx: Expected to grow notably larger YoY due to AI infrastructure expansion 🔹 FY26 Expenses: To grow significantly faster than 2025 🔹 Q4 Revenue: $56B–$59B (Est. ~$55.3B) 🟢 Segment Highlights 🔹 Family of Apps Revenue: $50.77B (Est. $49.04B) 🟢 🔹 Reality Labs Operating Loss: ($4.43B) (Est. Loss $5.16B) 🟢 🔹 Reality Labs Revenue: Not disclosed; 4Q guide implies YoY decline due to product cycle Operational Metrics 🔹 Excl. tax charge: EPS $7.25; UP +20% YoY 🔹 Operating Income: $20.54B; UP +18% YoY 🔹 Operating Margin: 40% vs. 43% YoY 🔹 Effective Tax Rate: 87% (One-time; would be 14% ex-charge) 🔹 Ad Impressions: UP +14% YoY 🔹 Avg. Price per Ad: UP +10% YoY 🔹 Headcount: 78,450; UP +8% YoY 🔹 CapEx: $19.37B 🔹 Free Cash Flow: $10.62B 🔹 Cash & Equivalents: $44.45B 🔹 Share Repurchases: $3.16B 🔹 Dividends & Equivalents: $1.33B CEO Commentary – Mark Zuckerberg 🔸 “We had a strong quarter for our business and our community.” 🔸 “Meta Superintelligence Labs is off to a great start and we continue to lead the industry in AI glasses.” 🔸 “If we deliver even a fraction of the opportunity ahead, the next few years will be the most exciting period in our history.” CFO Commentary 🔸 Expects strong ad revenue growth in Q4, partially offset by lower Reality Labs revenue. 🔸 Notes aggressive investment in AI infrastructure — both in-house and third-party cloud. 🔸 Warns FY26 CapEx and expenses will accelerate meaningfully due to AI compute and compensation growth. 🔸 Highlights potential regulatory headwinds in EU (Less Personalized Ads) and U.S. youth-related trials in 2026.

Spicywolff

Someone else mentioned investing in EU military companies. That they are steadily and healthily growing due to the trump turd blunder. Seems a good idea too? You’re not lying, for a big % of US it’s tight. I’m comfortable and I’m even feeling it. My normal groceries have gone up a lot and quality down in equal measure

Blamurai

I was heavily invested in this stock since the company seemed like a great deal, having multiple revenue sources, easy scaling, undervalued, etc. But I couldn't find any proof it's legit. I couldn't find the EU approval news on any credible site that's not from RDZN's website or investing websites that just regurgitate whatever RDZN says (like stocktitan) The 70% in reduction in accidents sounds good, but there's no proof other than hearsay. If you look at their webpage/youtube channel, the only videos they have of their "product" is just a video recording of drivers with those red boxes or whatever, that could easily be edited in Invest in it if you wish, just giving my $0.02

BiologicalUnit

Doubtful the EU would give approval to a scam company, they're anal as hell about absolutely everything. Plus they've landed a deal with a TOP 5 auto manufacturer just this month.

reddit_is_geh

I know people high up in the finance world. I'm personally very into international relations. SO we are always talking about global movements and what's happening behind the scenes. The finance guys who actually touch the money, work with governments, and manage high worth people, have been for months preparing for a full blown crash. There's a reason gold is going off the charts. Governments and large funds, are buying it up wherever they can, trying to exit the USD in preparation for a crash. The economy is not just in a bubble - which should be super obvious at a 40 PE - but many countries are trying to divest from the USA as a reserve currency because of Biden's weaponization of it against Russia, and Trump's weaponization of it. It's having people realize allowing the USA to just print itself drunk at the world's expense, then attack the whole world, wasn't smart. Now we have a massively inflated stock market. It's historically high, and we are quietly in stagflation with a hidden recession covered by AI. Once it pops, it'll be a depression. Hence why the big money is trying to flee to safe, reliable, solid assets, like gold. Seriously, I have one friend who's in the EU right now looking to buy large amounts, and it's nearly impossible to even find some for sale, and when you can, the markups are insane. All you can find are ETF's which are dangerous to have, as once the crash happens, they become exposed to government controls.

starf05

The problem with electric vehicles are not lack of subsidies; but excessive taxes. The US, Canada, Mexico and the EU are putting massive taxes on chinese electric vehicles, which are cheap. These taxes are slowing adoption. Electric vehicles are a much cheaper technology compared to ICE cars.

mes_amis

That's a good way to get EU-quality economic growth. We should set up a committee to discuss a fact-finding mission to prepare a report on this.

throwaway2676

The EU has rates around there as well. The US is the only one with way higher rates

Jerikolol

OH SHIT DUDE ur right. its 4am GMT+2. so EU boiz can wake up for it. So today we have FOMC -> MAG7 -> Xi Meeting, all within <12hrs. OHHH SHIEEEEEEEEEEETITTTTT :O

blue4ever92

ASTS just signed a commercial agreement with Saudi Telecom Company, $1000 per share in 2026 here we come, total domination in D2C market plus Golden Dome, Nato, EU and other goverments contracts plus IoT. Nobody is bullish enough!!!

mikesn89

not in EU my friend. can't talk about US but im srsly questioning that majority is right winged. it's also a perspective thing. you might see smth. as right which in classical political sense is just conservative/mid

BiologicalUnit

More good news for Roadzen RDZN! [Roadzen Signs Definitive Agreement to Acquire Majority Control of a Commercial Auto Insurance Broker, Expanding Its U.S. Footprint](https://www.stocktitan.net/news/RDZN/roadzen-signs-definitive-agreement-to-acquire-majority-control-of-a-v75qj7eif3xp.html) They're also the world’s only Driver Monitoring System validated under both Indian and EU safety standards, which solidifies Roadzen's global leadership in AI-driven mobility and insurance technology, aligning with the upcoming EU NCAP 2026 mandate, which **will require in-cabin driver monitoring in all new vehicles beginning July 2026.**

BiologicalUnit

More good news for Roadzen RDZN! [Roadzen Signs Definitive Agreement to Acquire Majority Control of a Commercial Auto Insurance Broker, Expanding Its U.S. Footprint](https://www.stocktitan.net/news/RDZN/roadzen-signs-definitive-agreement-to-acquire-majority-control-of-a-v75qj7eif3xp.html) They're also the world’s only Driver Monitoring System validated under both Indian and EU safety standards, which solidifies Roadzen's global leadership in AI-driven mobility and insurance technology, aligning with the upcoming EU NCAP 2026 mandate, which **will require in-cabin driver monitoring in all new vehicles beginning July 2026.**

NeonSashimi

The GDP of the EU was 19t in 2024. THE EU. If NVIDIA reaches 20t I really hope the bubble pops and takes down the tech world as a whole. Fuck it.

asher030

Averaged down my RDAR in case I can pull out without a loss, but then only for the stock to drop ANOTHER fraction of a penny further =/ Still half-half on whether it's a scam or their management has to keep a tight lip on all plays due to their upcoming merger, acquisition of Americru (some NJ telecom company that's privately owned so NO idea if it's even fucking worth it long term at this stage), uplisting off the OTC market that's on the books with approval or not slated for early 2026, etc....or they really are just a scam shell company of the EU Mexedia. Cheap af shares though so...not really a loss overall, but still. It's frustrating. Diamond-handsing ATCH after all the pumpers left, my average there is $0.90, just for it to flounder in the $0.40-.50 range for over a month now... Doing my best otherwise. More dividends coming in Friday, so need to drip that to increase the value following but still keeping my eye on other things

Astronaut100

That’s the thing. The 10% figure might not apply anymore. I’ll get downvoted for saying this, but this time it really is different. Since Covid, an insane amount of money has been printed, and that continues to happen. The US is paying $1T+ in interest alone per year **AND** running trillions in deficit. The EU and China are also spending heavily on defense and tech. This amount of money creation has never happened in history. I’m not saying there will never be bear markets or down years; those are inevitable, but the bull years (and inflation) will continue to be wild IMO, providing closer to 15% in average gains long term. The only thing that will stop the party long term is a sharp rise in interest rates or a black swan event like war.

DorkyDorkington

Absolutely no doubt it will be the same or worse in the EU. Could be illegal even.

rixxxand

Yeah. I didarbitrage for the Activision merger after it took a hit from the EU trials. I don't think I beat SPY though lol accounting for how I long I waited.

No_Aerie_2717

Venture Global guys! This will benefit from EU-Russia LNG ban. Ukraine needs more LNG.