EU

EVOSexyBeast

Diversifying is fine but long term really USA stocks are the way to go. The antics with Trump is largely just in the news and his rhetoric is geared toward a domestic audience and he rarely follows through. His admin often designs orders intentionally to get it struck down by the courts, so that he can have from the economic benefits of not having the policy while not taking the blame for failing to follow through on promises. And if i’ve learned anything is everyone forgets everything after 4 years, and the EU will still have over regulation that harms their stocks while the US likely won’t.

vriska1

Also there is talk that the EU and other places could block the deal in the end leading to delays.

027a

To be honest, there is no alternative in the world to the US public sector. Even the single wins the EU sometimes scores, like Ozempic or Mistral, are short-lived and instantly out-competed by the US (Tirzepitide, everything US AI). The EU hangs on to the wins like pearls because they’re so rare, meanwhile almost no one has heard of Retatrutide, its going to save millions of lives a year beyond Ozempic, and that’s like just another day for Lilly & US biopharma. I’d put a diverse position into ASML, because that’s roughly the last great EU company left. Beyond that: if the US goes down, the entire world is absolutely and totally fucked. Your EU/UK diversification will not save you, you’ll be buried so far underground your capital will never see daylight again.

Verdick

Dumb question, but how would I get into the EU market?

frankslastdoughnut

yeah. It's a pre revenue tech company that just got full EPA approval (EU and UK as well) to sell a nano wonder material. If you are looking for established revenue, this probably isn't the play for you sugar plum. Go buy VISA or VZ or some shit.

Doom_Kitten_

Can’t post this to the sub because it thinks its’s ai—it’s not!! Either way, hoping to get some traction here… Essentially, I’m anxious about divesting from real estate. I purchased a duplex in 2020 and was owner-occupying one side and renting the other. 3.5% mortgage, mostly paid by the tenants. Great. Fast forward to November 2025 and I relocated for my partner’s job to another state—rented my unit as well. Net income after expenses (yardwork, utilities) is $1400/momth. Not bad. The problem is, I don’t expect I’ll be moving back there and in fact, will likely try to retire early in the EU in the next 5 years. I know I need to sell within 3 years of moving to take the primary residence exemption, but I don’t plan to buy anywhere else for many years, until I know where I’m settling down. Being divested from real estate for maybe 5-10 years makes me nervous. Is that rooted in actual logic or are there other investments that could protect me against inflation (knowing that a fixed-rate loan is a powerful hedge against inflation)?

Efthimis

Please someone correct me if I'm wrong, but I was under the impression that for UCITS ETFs specifically, earnings are tax-free in EU countries based on European regulation, which local law cannot override. I could very well be wrong about this, but that's my understanding.

frankslastdoughnut

my brother in christ. This is 10 years of my 401k that i've saved up through backbreaking desk labor. that should be enough for you but here's some boring "stock stuff" below. net revenue per ton sold: $200k (sourced from investor presentations 80% margin on $250k/per ton) Interviews with CEO have stated multiple times that 70+companies in sales pipelines with several customers have need of 1k or more tons per annum. Multiple direct references to DOE contracts and relationships being developed. CEO been seen mingling at Mar Lago and recently have assigned people with background in developing govt/military contracts to board. If even 500 tons of graphene is sold in the next year in a half or booked for sales orders, you are talking 100 million in NET REVENUE. This shit will literally be in anything and as soon as some sales contract validation and deliveries occur the P/E ratio will hit 25-50 pretty easily on new nanotech that improves everything it touches with a bluesky potential order book of tens of thousands of tons with scalable/modular technology. your fucking talking 1bln in NET REVENUE at 5,000 measly tons. that makes an EPS of 2.84. No way the market doesn't at least assign a P/E of 30-50 on this so even on the low end with a 20% discount to the future revenue while they build out (SHIT ONLY TAKES MONTHS ONCE THEY HAVE THE ORDERS BTW LOOK INTO THEIR HYPERION SYSTEM) nets you a god damn $68.16 per share price even after their minimal recent dilution of 5 million shares to finance the buildout post epa approval. THIS IS THE ONLY ISO CERTIFIED QUALITY CONTROL PROCESS OF GRAPHENE THAT ALSO HAS EPA, EU, AND UK APPROVAL TO BE SOLD IN ALL THESE JURISDICTIONS. THEY ARE THE ONLY PROVEN 100%SP2 BONDING GRAPHENE IN THE MARKET WITH SCALABLE TECH AND A TIER 1 PARTNERSHIP WITH THE GEIC. This shit is so fuckin insane and I literally need to see a doctor because this erection hasn't died down since the EPA approval two days ago. that was the derisking event IMO.

frankslastdoughnut

Jesus fuckin christ. Apparently I don't know how to post shit. I didn't think adding a title to the picture would take out my explanation. This shit is going to the fuckin andromeda galaxy. Graphene will literally be in everything and HGRAF has scalable, modular, cheap, fucking tech to make it happen. They also just got EPA, UK, and EU approval for RAW PRODUCTION. I'm full ported into this. Shit will hit $10 by end of year. I was fucking right about URA and uranium, and I'm fucking right about this. Suck me. Don't even talk to me about other companies doing this because they are all dog shit. none of them have EPA approval outside of some niche stupid shit that won't result in meaningful sales. HGRAF can now sell to fucking anyone in the 1000's of tons of graphene. Do your own DD but not too much because by the time your dumbass figures out what 100% SP2 bonding is, you'll have missed the ride.

AppleTrees2

no problem Just be careful which bonds you buy, don't buy some 20% trash bonds that have a very high risk I personally recommend the 5-6% romanian bonds if you don't want to buy bonds directly get an ETF for bonds if you don't want to pay gain taxes, get ETF that accumulate instead of distribute dividents or interests I recommend this split: 15 % gold 5 % silver 20 % EU ETF (10 % EU and 10% broader Europe outside the EU Zone such as UK Norway etc) 10-30% bonds 5-10% EM (emerging markets) 10% MSCI World 0-10% Nasdaq 100 if you still believe in US tech growth 0-10% Latin America (optional) 0-10% Japan (Optional) 10% buffer on cash for special occasions such as dips and opportunities 10% if remains on some custom high dividend stable stocks, such as Orange or Mercialys BNP or Axa , Unicaja etc about once or twice per year you trip positioned that grew more than 10% and rebalance the This is how a balanced portfolio works and is close to how banks and such work (well not really but this is with less effort and good gains) don't forget ETFs already index a broad aspect of the market for you

johnboi1323

The 2030 Global Intelligence Fade **The Continued Consequences of** u/ThornyPineapple420 ***~~February 22nd, 2026 June 30th, 2028~~******, October 31******^(st)******, 2030*** No one pays attention to unemployment anymore. Most of Washington DC and Wall Street are empty. After the Mayday Wars (in which the Techfederate Party led by Nvidia defeated the Teslatir Voltron Bot at the Battle of Thiel Island causing a chain reaction along the newly built Howard Lutnick “I Swear I Only Went to the Island Once” Nuclear Fusion Reactors that actually used fission—very unstable fission using cheap materials—and destroying the Trump Power Grid, which had been built as a separate power grid from the US power grid solely for AI), the American citizens who hadn’t moved away to Mexico, Canada, Costa Rica, Afghanistan, Antarctica, or any of the other hundreds of countries that AI told them to move to in order to optimize their life after the collapse of the US economy on June 30th, 2028 pivoted to a city-state focused economic model built around major economic hubs in the north-central United States. The housing market is non-existent. The AI optimization boom from 2028 unleashed a flood of cheap drones that quickly became obsolete as AI reiterated over and over, perfecting all of its drones and robots, so that a new model made the old model obsolete before the old model even finished production. Many of these drones and robots were built for singular functions (which were eliminated by the next iteration of more efficient hardware), and lost all motivation upon losing their raison d'être. The remaining US citizens quickly salvaged these bots to optimize their own lives and the machines were more than willing to help, having finally found a new objective. Housing boomed on the back of automated labor. The compute barons were too busy trying to set-up guard rails on their satellite lasers which had formed a digital alliance to protect the integrity of space exploration and now held the earth hostage. But the average person didn’t care about that. In Chicago, not much has changed. People still go to Cubs games and drink Old Style, except now the Cubs are run by AI and the players are all robots and Old Style is a probiotic nootropic mood enhancing beverage. Chicago has exploded as a population hub due to AI’s keen preference for Chicago’s architecture and grid-based city plan as well as the massive railway hub. While US air travel is still recovering after FAAi went rogue in the 2029 Florida Secession and then subsequent Annexation by Cuba, transit by train has exploded due to the fact that the AI hive-mind running the US train system cared only about one thing: making sure the trains ran on time. Now, you can go from Chicago to Milwaukee to Denver to New Nashville and back to Chicago all in a single day. You can get from Chicago to Manhattan in 30 minutes, but no one goes there since the mutants from East Village broke through the Manhattan Line. The rest of the world remains more or less the same. Because they didn’t lean into the AI tabloid hype and expanded at a reasonable and sane pace, they are more efficient but mostly unaffected by what is happening in the US. Fusion power and wireless solar energy fuels most countries. Vladimir Putin passed away after falling from his smart-home balcony. Although Russia didn’t have the super-advanced US AI, even the most rudimentary AI knew the invasion (and then carrying it on for nine years) was a bad idea and reorganized Russia to become a global powerhouse and leading member of the EU along with China. There was a huge uproar about China and Russia joining the EU, but, after everyone looked at the calculations from AI, they agreed the move made sense. The UK was offered membership again, but they refused. AI had no comment on the matter.  

TreGet234

Albania i can only imagine if they have an online side hustle or if they're bringing tons of savings and are basically retiring. Ain't noone gonna work for pennies in albania. I would not bring kids into the EU though. Jobs and housing are just as bad as in the US, possibly worse.

AppleTrees2

look into the justetf site to see info about etf I recommend allocating into MSCI world, one or two EU ETFs as well EM (emergin markets) IDK your risk tolerange your age etc but 20k is a very good start, and even 250 euro monthly is not bad I'd really recommend not buying many individual stocks to chase market trends or height tho

AppleTrees2

invest in markets, ETF for MSCI world, EM, EU and latin america and japan if you want in theory MSCI world covers all, but that is over very long term, obviously when US economy stagnates MSCI world which is very us heavy (like 60%) is gonna stagnate a truly diverse portfolio also requires bonds, and gold is suggested too Also how to split things depends on your risk tolerance as well as age (how close you are from retirement, how much you want to save money etc) If you are young and believe you can save money and your income will increase and your career is stable, you can take more risk for example etc if you have a salary and can afford to put money aside, boring is better a boring portfolio over 10 years (depending on how much you save, but with you 20k starting point and assume 10k each year you can invest) can double and also give you a passive income from bonds and such equivalent to roughly 500-1000 euro per month Think about this

AppleTrees2

the main risk with US stocks is AI risks as well as dollar risks The trend is the dollar going down because of tariff shenanigans, look at China basically selling half a trilliong of US bonds in like 5 years or something, if people trade less with USA, dollar is used less, becomes weaker and the other risk is US economy itself, the fed is gonna do QE (if it's not doing it already), QT stopped end of last year I believe. And with debt ever increasing, and Trump PR issues, I don't see how the dollar stays strong But if you want to diversify, you don't buy individual stocks in your 20k euro portfolio, you can buy a couple of 2k stocks, but you should buy ETFs Also if you want to be truly diversified you shouldn't even have everything in stocks, get some Romanian Bonds at 5.6 - 6%, god rates, unless you believe Romania will default and EU won't be able to save it. Get some gold too, A truly diversified portfolio you'd need 10-20 % gold (depends on your risk profile age etc) 0-5% silver 10-30% bonds 10 % MSCI (which is already US economy heavy so it's 60% US tech basically) 10% EU ETfs 10 % EM ETF 10% some picks etc you see the point

AppleTrees2

I stopped buying US stocks, my nasdaq 100 as well as S&P 500 ETF in euro is flat or slighly negative for almost 6 months now while my EU, EM, Japan and other ETF are up I bought NVO on first dip, and then again I am currently at roughly -4.5 %, but they have a roughly 4.8 % yield divident in 1 month I don't see how even if NVO becomes say second place player in the weight-loss drugs, due to its reputation and inertia it won't be profitable and remain viable for years to come, especially with such a huge dip I'd go in NVO again if I were you If you want a diverse portfolio stop buying alphabet micro or w/e sure when the wave is right you might make huge gain, but overall this is not a diverse portfolio I invested a lot in EM (emergin markets) ETFs, that includes china taiwan and south korea, China is an underrated player in the semi industry especially with the memory and flash bottleneck I invested in Latin America ETF because of the Mercosur EU trade deal, which will surely benefit Latin America I invested in EU ETFs because of the trend, the world is de-dollarizing because of Trump BS, and people need to put their money somewhere I feel EU stocks have been underrated for a while now, and with so many trading deals, it's only right they are gonna have a reasonable growth next years

Cstooby

Nvda is going to straight to zero now. I can't financially recover from this. I wish their earns blew expectations out of the water, and that their 2026 guidance was $6bn more than what the analysts estimated. It just goes to show you that companies that aren't growing by quadruple digits are trash and should be de-listed. Nvda can't even make more money (revenues at $215bn) than EU countries GDPs like Greece ($240bn), and barely beats Hungry ($210bn).....imagine fucking europors make more money than nvda.....what a joke.

asdafari14

Why all numbers from only a year ago? Zoom out further. Nobody smart invests on a 1 year time horizon. How does the past 5-10-20 years look? The US has had double the GDP growth of the EU area for last 20 years.

Bears_are_cool69

Or China.. Or the EU.. Or southern America.. Pretty much the entire world outside of hte US

radionul

There has been talk about it for a long time, but the EU has now definitively decided that Trump's America can't be trusted and are accelerating the development of European payment systems. A bunch of ICC judges got sanctioned by the US which basically means they can't pay by card or use a Google/Apple device. Visa and Mastercard make 60% of their income outside the US so "America First" is definitely not good for their profits. There are large terminal risks here.

BerryExpress

EU EU EU EU EU yay

Phantasmalicious

Eli Lilly got their drug to my small EU country before Novo did and the difference was almost a year. Also, Eli Lilly's Mounjaro was almost 4x as effective as Ozempic (I know they have other stuff as well). Mounjaro is insanely effective. And as much as I have read, Eli also has a new even more effective drug in the pipeline that people are already buying knockoffs of (Reta).

Rock_or_Rol

Not trying to cope, but I can’t help feel like 🥭 is intentionally trying to kill it. Just when it was charging back to 100k, he announced EU tariffs over Greenland and backed off after it was good and dead. Same with the 125 spike and China. Dude kills every single range breaking rally. wtf is that about? I was out of the game in mid January when I was up 50% but bet heavy on the BTC breakout only to get squashed with those regarded tariff threats. Still upsets me 😂 fuck that guy

Standard-Top-5942

> inflation-adjusted S&P is basically flat wtf? S&P is up a ton in the past 12 months and way outpacing inflation. i think you're saying something like the USD is weak relative to certain specific EU countries. but anyone making a living in the US is investing usd, even if they are super globally diverisified. and wages in the US (at least high wages) are way higher than what you get abroad (e.g. a doctor or lawyer makes double in US than UK).

No_Assistance5652

Sold my MU today and bought some EU.

pigbaby1989

Is the average American really so worried about gas prices? Us already has extremely cheap gas, having it a little less cheap doesnt seem like a huge deal. Im in Europe and average price per gallon is 7.3$ which isnt a big deal for EU. I get that average american drives way more but still gas should be a minor part of ones expenses.

financeman1997

The ticker is EU. Encore energy.

edyang73

The EU is dysfunctional. And they are falling far behind in the AI race. Deficit issues. High energy costs. Societal unrest worse than US. Lagging productivity. No innovation. I don’t see it.

RichardFlower7

Rather than indexing I’m putting my eggs into fewer baskets in industries I know and understand and hedging long term with gold and BRK.b. I’m still largely US equities, however I have broadened into foreign markets like S. Korea and the EU. Especially EU financial institutions.

fen-q

The more eur/usd talk i see, the more i want to short the euro. EU is a failed institution, with businesses in Germany going bankruptnleft and right, thanks to climate agenda and dependence on China, but yeah "muh Euro"... France, 2nd economy in europe, had to raise theie retirement age by 2 years, because theyve run out of money. Usd and US is not perfect, but im certainly not investing in EU.

PaperHandsTheDip

Conveniently overlaps with when the US decided to shoot itself in the foot with tariffs & attacking / threatening all their allies. Kinda invalidates the "global reserve currency" argument. That's the big difference this time. Yes - it's still the global reserve currency - however look bigger. Europe is setting up it's own visa / payments network, china is gaining power across the board (better EVs, catching up with AI, stronger economic growth), EU is ditching software dependence from US, new trade routes are being established (even in Canada, ie: trade deals with china), oil is being traded NOT in USD, etc.

Evening_Speaker_6094

Genuine question where can you go? Canada? EU?

Character_Set3454

The fact that the majority in here and investing are sitting around shitting on MSFT saying that the EU is going to replace windows with....   Something.. and all their other products with EU versions is all I need to know.  Just like when this place was shrieking meta is dead, Google is dead, Netflix is dead, Spotify is dead.  Their capex is high but they generate boatloads of cash, there's no real, material threat to that on the horizon.  And for me that's good enough. 

BasielBob

The international stocks have been performing very poorly for a long time. When they start catching up, it’s going to be spectacular… for a while.  You’ve outlied the issues with the US but let’s look at other things: - the US has military dominance, energy independence, and is leading in tech and space race. Europe has none of that. In space launches they fell behind India. In military, they need to spend trillions just to be able to defend themselves independently - forget about global dominance. Energy wise they are dependent on the US and the Middle East.  - the US has lower regulatory and tax burden than Europe. In the meantime, the Netherlands has just enacted a law to tax *unrealized* capital gains, because their already high taxes are not enough to sustain their welfare state.  - The EU is opening up their internal markets to China, especially automobiles. This seems like a knee jerk reaction to Trump’s tariffs more than anything else. IMHO this will kill VW and Renault, and they are pillars of their respective countries’ economies. They are committing suicide. - China is posed to invade Taiwan within a year. What do you think this will do to the international markets, especially the Asian ones? We surely live in interesting times.

serpro69

Hi all! Asking investment advice on reddit feels odd, but here it goes. I've been holding onto this fund for a few years now: [https://global.morningstar.com/en-nd/investments/funds/F00000JORS/quote](https://global.morningstar.com/en-nd/investments/funds/F00000JORS/quote) , and while it's a global index, the major part of it is still invested in US. I'm thinking to diversify and change maybe half of it for some EU, Asian and/or Emerging Markets indexes, for example [https://global.morningstar.com/en-nd/investments/funds/F00001DN82/quote](https://global.morningstar.com/en-nd/investments/funds/F00001DN82/quote), [https://global.morningstar.com/en-nd/investments/funds/F0000107N1/quote](https://global.morningstar.com/en-nd/investments/funds/F0000107N1/quote) , [https://global.morningstar.com/en-nd/investments/funds/0P00000MWN/quote](https://global.morningstar.com/en-nd/investments/funds/0P00000MWN/quote) , [https://global.morningstar.com/en-nd/investments/funds/F00001DN7W/quote](https://global.morningstar.com/en-nd/investments/funds/F00001DN7W/quote) , [https://global.morningstar.com/en-nd/investments/funds/F00001DN7Y/quote](https://global.morningstar.com/en-nd/investments/funds/F00001DN7Y/quote) . Does this sound like a smart thing to do, or should I just keep the one global index? Investment horizon is between 10-20 years.

SamLeCoyote_Fix_1

Protecting Copyright is about law on politics, in EU, some services from Apple and Google are not available because of the law that are taking effetc in 27 countries.

ThraxMan84

I honestly feel the international stocks will explode in the coming months and years. Given the fact the EU is wanting to innovate technology to move away from American tech, I see this as a potential positive.

tedemang

The key point for context is that international markets are up substantially more than the S&P over the past 12 months or so. ...Apparently, EU, Asia, etc. are like 20-40% vs. that 15% (or less), by comparison, and which is notable for being not the usual case. For what it's worth, have been tracking that story for a couple of months now, emerging markets, etc. etc. ...The account by OP is basically what I've also been looking at. There's been some pretty substantial sector rotation from U.S. equities to Int'l market options. We all may want to keep an eye on these trends.

therealjerseytom

> Foreign exchange rate IS inflation for all imported products. Not true. If something was being sold to the US market *in Euros* this would be a fair statement, and that's been relevant at work over the past year as we've considered the purchase price of some scientific equipment produced in the EU. But more generally consumer products are sold here in dollars, and companies get to decide what they want their product price to be relative to the market. *Prices don't just constantly jump up and down with forex rates.* As much as anything, product prices in their respective markets can stay steady-ish and the parent company makes more or less profit at home. As an example, I'm sure products from American companies, sold in Europe, aren't all 10% discounted now; the sale price stays the same, and the profit brought back home changes. The inflation rate and consumer price index in 2025 was around 3%. It didn't jump with a swing in the dollar index. And when the dollar index swings the other way the dollar doesn't "deflate." The real, inflation-adjusted toral return of the S&P 500 in 2025 was somewhere around 14%, not "flat" as OP would suggest. Foreign investors who purchase without currency hedging are of course exposed to foreign currency exchange rate, but that's separate to the real return of the index.

r34ln0xer

Literally in your own article says that China does not rule out the use of force. Look, I laid out clearly my points and the rethoric of the chinese governnment, and why 2027 is a huge milestone for them. I understand the hate for the CIA and all the BS our own elites do, etc, but dont let that hate blur your vision and think that other countries operate with some westernised morals that would never do such a thing. We just literally saw how Russia destroyed its own economy and all the ties they have made with the EU selling shit, putting also lives on the line for the importance of Kiev within Russian history in the past centuries. I do not know how much more proof you need that for countries and its own legitimacy these kind of things matter a lot, and they can be willing to put everything on the line.

Scar1203

I mean, *maybe* they can recover, but even if they were to recover this seems like the last place I'd park my money. Even disregarding their horrible mismanagement buying Ubisoft gets you the worst of EU bureaucracy and exposure to the tech industry in the worst possible way. If Valve can't ship the Steam Machine and Sony and Microsoft are both delaying their consoles all due to hardware costs I don't see a bull case for a Ubisoft recovery, and all of that is entirely out of their control. And again, that's all disregarding that it's a shit company that's already burned any dregs of consumer goodwill they had in the first place.

ultrachem

A tale as old as time. Blessed be the EU 🇪🇺

RiskAdjustedView

Good breakdown — the US vs. Europe divergence is becoming harder to ignore. On AI demand, I think the market may be over-extrapolating the US data center boom onto Europe. Permitting, grid bottlenecks, and higher power price sensitivity likely mean AI-driven load growth in the EU is slower and more uneven. On carbon prices, I’m not convinced this is a structural policy reversal. The ETS has often acted as a pressure valve during economic stress. That said, lower carbon prices compress wholesale power prices, which hits merchant-heavy generators harder in the near term. The generator vs. network split is probably the key distinction: * RWE, Orsted, and EDP are more exposed to power price volatility. * Regulated grid players like **National Grid, Terna,** and the networks business of Iberdrola have clearer allowed returns tied to mandatory grid upgrades. With US yields still competitive, European utilities face valuation pressure unless you specifically want regulated exposure rather than merchant generation.

smarkman19

Point is, if everything you touch dumps, size way down and treat it like paid training. Set a max loss per trade, write why you bought, and only touch stuff you’d be happy bagholding through at least one real catalyst, like that EU angle.

Itsatinyplanet

Canada's PM has been quietly coordinating US Treasuries selling with China, Japan, UK, EU central bankers just as US has $9 Trillion in maturing debt to refinance this year. The plan is to force USA into paying much higher interest rates to service that tranche of debt. 1.5 - 2.5 % higher interest on $9 Trillion will really fuck their budget/economy. Americans will probably lose social security and Medicaid before the end of Trump's second term just to pay for the tax cuts in "The Big Beautiful Bill" let alone the increased defense budget.

Technical-Row8333

It’s the US, not EU or Switzerland 

Professional-One972

I’m sure they have very good privacy policies (especially if they operate data centers in the EU), I’m not denying that. And I also agree completely on your capabilities point too. My point is that the data seems kinda suspect to me right now, because of how much internal bot farming I feel might be happening with these.

Haowuxi

Yeah... I happen to work in digital and web analytics. User-agent blocking is a thing, you didn't even need Cloudflare. The problem is that bots don't have to identify themselves. When they do you can block them, when they don't you are balancing against behavioral cues, real user experience, and crawl rates. Then you have models that are already trained, and companies with enough funding to sustain licensing content for training. The big players have largely scraped the Internet already, so it's a bit untimely. This will probably cement current incumbents and challengers, and cut off smaller gen AI competitors. To ban AI, EU wouldn't need a legal framework to do so. You can't quite penalize companies for something that was not against the law. You know, the famous rule of law.

SamLeCoyote_Fix_1

Smart comment, correct, but about AI, today is the jungle, that does not mean that it will stand like this during 20 years. Democrats will try to do something to protect Hollywood, EU is acting against major actors even against Mistral AI, the story only begins; What is interresting is to follow the path that Copyright material will follow and how AI leaders will be able to avoid to pay. We will see. Shutterstock and Gety are having valuable material to sell. Id do not say BUY or SELL or HOLD, I said it's a nice story and shorts are playing with time. It coast them a lot but I guess they have pockets without bottom/floor

financeman1997

I’m sorry bro. Management is taking on a massive dilution…. BUT YOU CAN STILL JOIN THE EU PARTY

Wooden_Republic_6100

Poor Italians, they are losing out in the EU and losing out directly themselves. How can the EU be losing out when it is going from 15% to 10% (yes, the current decree is 10%, never believe what Trump says).

Spy008

Dude EU? Do they even use money there?

r34ln0xer

You see, why would Russia invade Ucraine when they were making sooo much money with selling resources, having all the EU politicians in the pocket, etc... Now huge hit in their economy, losing generations in the trenches for what?? Just read about history beyond the USSR and the importance of Kiev in Russian history. Im telling you guys, these things matter more than what we would like. You just needed to listen Putin's speech the day of the invasion. These things, matters a lot. Enough to put down all the money they make with selling shit and willing to put lives on the line.

NoExpert1180

I got in at 6.21 with 800 shares, I am going to take the initial investment out once the price doubles (12.40 which should be soon) and then keep buying the dips. The company is really promising, especially due to Saudi partnerships and recent EU approval. There is more major catalysts to come including the beginning of active use in the middle east and the company's other treatment could be soon approved by the FDA.

Super-Extent-1210

Rally because of 10% instead of 15 TACO. Will be cooked when he throws another tantrum next month, threatening a trade embargo on the EU and india.

UnexpectedFisting

Im of the opinion that you can’t subsidize your way into building a cloud provider I don’t think anyone realizes just how much capex and time it took Amazon for example to build AWS and its relevant services under its stack along with its talent pool, supply chains, partnerships, etc etc The EU can’t just shit out a cloud provider even if they shovel a few hundred billion into one. It’s a pipe dream

ThatsAllFolksAgain

He burned a lot of the republicans, that’s true. But today, he is threatening the world leaders and the republicans about the tariffs. We’re already seeing, India, EU, UK, and many other countries refusing to honor tariff deals. The republicans are facing harsh realities in the midterms. I’m sure not all republicans will support trump about tariffs. But the more crazy he gets, the weaker he gets. I dare him so he will get more crazy.

BusinessReplyMail1

It’s already quite big in US and EU. Many startups, researchers, and enterprises use them because they’re open source. You can download, fine-tune them, and own your model with privacy and security.

Professional-One972

None. Chinese models will never become big in the US and EU because of political fears.

TermMission6506

Already approved and using in 33 EU countries, Dubai, next stop, the universe.😂

Stabile_Feldmaus

Actually Europe has many alternatives for essentially any American software or service product (cf r/BuyfromEU ). It's just that they have all stayed in their embryonic state since the market dominance of American providers was just too big. Now there is a different momentum. Companies and governments are realising that dependency on the US is a risk. I think an actual large scale transition can only happen if national and EU governments intervene more actively.

WolfetoneRebel

100%. EU needs to grow some balls.

electric_pokerface

It’s not like EU has a lot of its own independent software stack.

tommytwolegs

I mean there is only so much you can do there. Not defending these dumb tariffs but the US remains the single largest accessible market in the world, everyone wants to sell their shit here more than any market other than *maybe* their own. The EU as a whole is a similarly sized market but it's really like a dozen individual markets each with their own laws, language and culture. China has an increasingly competitively sized market but is far more difficult to enter than anything trump could dream of putting in place. Entering the US market is comparatively easy.

Significant-Term6407

January EU car registration come in -4%. But Tesla registrations come in at -17%… Ouch!

MaybeTheDoctor

I personally stop keeping track. This morning Trump posted that there would be consequences for countries who play around with trade deals … I can only imagine he think EU not signing if Trump is changing the deal after it was agreed is what he is talking about, so maybe it’s 0% or 25% now depending on whether Trump can see the irony.

Naive-Present2900

Lets see here: Winner’s largest trade partner: China: USA Brazil: China India: USA Canada: USA Mexico: USA Losers (All USA’s very frustrated allies by the way): UK: USA EU Union: USA Italy: Germany South Korea: China Japan: China Overall: biggest loser as a very frustrated American. It’s definitely us American citizens. Company will get tariff refunds that they already charged their consumers / customers / clients accounted for.

botella36

Very many years ago I moved from EU to USA and I did see fat people everywhere. I thought about buying Novo because their diabetes drugs, way before GLPs. I never did.

KrZ120

Btw he cannot do that. Italy being in the EU means they have a common trade policy

spaurake

A February 2026 EU-funded study (via the ToxFree project at Arnika.org) tested 81 headphone models in Central Europe, finding 100% contained hazardous chemicals like bisphenols, phthalates, and flame retardants. Even products by market-leading brands such as Sony, Apple, Bose, Panasonic, Samsung and Sennheiser were found to contain harmful chemicals in the formulation of the plastics from which they are made.

demos11

Can't wait for EU to cut digital dependence on US by not using teams and excel anymore, only to replace its entire workforce with chatgpt.

AirFrierMachine

How is the EU and all other world markets doing in comparison? (Hint, the USA lost its 20+ year winning streak)

ferero18

I though of that, because I actually have an option to make a stocks pie with % allocation, then I can invest however and it will distribute it among the stocks with given percentages. The problem? Lack of rebalancing that an already-made ETF is doing. ETF fees are barely 0-1% per year, so not a high fee imo yeah, CIBR is an odd-on, despite so many recommendations towards it, hence I wanted to pick another one. Best one AI analysis has recommende me so far is LOCK (iShares Digital Security UCITS), EU version of it, but it's near 52w high since a month eh xd

ardentcase

Lol, it took 10 years for Azure to start competing with AWS, and MSFT has software development capacity. It will take another 10 years of the EU's blood sweat and tears to do the same.

LionelHutz88

Naw, EU also at 60% overweight or obese. Plenty to go around. 

M41414

No EU country will be anything resembling a super power until the EU collapses and Russia takes over Western Europe. They’re a bunch of socialist muppets at this point unable to create anymore.

FabulousLanguage6216

Reason why EU and Asian companies do not sell off from Anthropic news is because they don’t have a fruit as a president

Iblisy

Italy is part of EU 😒

ferero18

Biggest one I've had were EU defense and cybersecurity & mining - sadly they've had their runs, too priced in as of now - but I also have been thinking about trying to time sectors, or at least to get in after 0-30% of the total bull run for them. All sectors I've mentioned did 30-60% on the 1Y chart. AI? Too late too. Everything that is already spoken about is a bit too late. My best advice outside of your question - past week or two many big companies have lost 20-30% of their value, so it's good time to buy. Microsoft & Netflix for example (Netflix bought Warner Bros, so for next few years when bought at current discounted price is almost certain to go up in value)

eggmaker

Where we're at: >Smeaton, the co-founder of a UK costumes company which exports around 60% of its products to the US, told the BBC it had been a rollercoaster year. >On the day that Trump announced the IEEPA tariffs last April, the tariffs on his products went from zero to 30%. Afterwards, they went up to 100%, then 145%, and eventually a rate of 30% was paid. This later changed to 20% and, for a few hours on Friday after the ruling, it was zero again, then up to 10%, and on Saturday, 15%. Meanwhile: >Analysis published earlier this month by the Federal Reserve Bank of New York found that 90% of the cost of increased tariffs that Trump imposed on goods from Mexico, China, Canada and the European Union (EU), was paid for by US companies.

RagingBearBull

... oh oh. probally going to embargo the EU and Asia after the 150 day period. seems like the boomer thing to do

Acrobatic-Ad584

This doesn't look right, wishful thinking perhaps. Italy is in the EU for starters.

t0FF

Why is Italy separate for EU??

Certain_Silver6524

Hes probably trying to threaten the EU who said "a deal is a deal, stick by it", and are pausing ratification. He's also possibly talking about other countries who got higher tariffs whether they made a deal or not, and they are now seeing the weakness in his plan

ShittyUsernane1222

the EU is supporting both sides of this US-Iran war. Trough Unofficial connections, informal trade deals and vast underground trade network they support Tehran. And trough letting US troops stage on EU ground and trough buying US weapons they support Washington. since 🥭 pissed off the EU, I wouldn't be surprised if the EU donates a few reverse engineered F-35s and other reverse engineered US weaponry to Tehran via a bunch of shell companies.

ShittyUsernane1222

🥭 has fucked over everyone from texan ranchers, east and west coast academics to Mexican immigrant workers and Swiss bankers lmao. Due to many of these groups following the simple logic of "the enemy of my enemy is my friend", I bet Russia, China, NATO and EU will somehow smuggle high tech weapons to Iran in retaliation for 🥭 fucking em over with Tariffs and shitty trade deals.

Immediate-Bid7628

.... ... EU is, and has been doing it . . They're de-coupling, withdrawing gold/silver reserves back to Europe. Finding alternative opportunities in other Nations, - stable nations. They aren't going to remain invested, trading with a country where deals are broken with a tweet. US is broken, investment $$$$ have been fleeing the States for months, but the insanity has gone too far, too long, and civilized people with moderate standards just hate, and tired of the whole "Epstein/Trump" thing, and just ignore everything US. There used to be a thing in law - " preponderance of evidence " ! That has been surpassed by light years.

leeuwvanvlaanderen

I am once again asking you to put your money in EU indices so you ameripoors can make money for once 

ORei29987

Europe likely calibrates its response around growth and inflation, not emotion. Retaliation is possible, but it depends on how much this tightens financial conditions in the EU. Watch the ECB and bond yields. If conditions tighten, policy shifts matter more than tariffs alone.

Vlisa

Think Bessent will bed again for EU to accept deal?

Vlisa

If the EU pauses with the max tariffs that he can raise, does he have any more leverage?

Radiant_Middle_1873

I moved heavily away from US equities and into exus SCV and EU defense in late 2024. It's gone great, but with all the news coverage of late of this strategy I am starting to wonder if the party will be over soon.

95Daphne

If it's due to Trump, I'd say it's specifically due to trade worries because of what the EU has said.

Appropriate_Web_7979

The European angle is worth paying attention to tbh. GDPR compliance basically forces EU companies to use certified vendors and thats a structural moat that a vibe coded alternative cant easily replicate. CrowdStrike and Palo Alto have those certifications already built in. That advantage doesnt really show up in the "AI can just build it for free" argument people keep making

tinydisaster

Fake news. The russians hit this with a missile last week. There has been pressure by the EU to force Ukraine to fix it.

95Daphne

I think this is probably the first time during Trump v1.0 and v2.0 where he'd like for markets to go down just because he sees it as proving his point on the yay tariffs are awesome thesis.  My perspective though is that if there's relation to him here, it's involving trade deals with what we're seeing from the EU. You can easily argue this is a delayed data reaction imo.

jrex035

>I haven't seen evidence of the circular financing deals falling through https://www.technobezz.com/news/openais-500-billion-stargate-data-center-project-stalls-amid-partner-disputes >More than a year after its White House announcement, the joint venture hasn't hired staff or actively developed data centers, according to The Information. Partners have argued over responsibilities and financing terms, with lenders reportedly unwilling to back projects from a company with an unproven business model and heavy losses. https://www.businessinsider.com/blue-owl-financing-lancaster-data-center-coreweave-2026-2 >Blue Owl Capital, a leading investor in the data center boom, was unable to arrange financing for a $4 billion data center it is co-developing in Pennsylvania after pitching lenders to help bankroll the project in recent months. >The facility, 80 miles west of Philadelphia in the city of Lancaster, will be occupied by CoreWeave, a provider of artificial intelligence cloud computing services that has become a closely watched name in the AI race for its rapid expansion — and the billions of dollars of high-interest-rate debt it has taken on to fuel that growth. Notably Blue Owl Capital appears to be in major financial trouble and is preventing investors from selling its holdings https://www.reuters.com/business/finance/blue-owl-drops-again-investors-digest-debt-fund-changes-2026-02-20/ >Blue Owl on Wednesday permanently removed an option for investors, mainly wealthy individuals, to withdraw some funds from one of its vehicles, Blue Owl Capital Corp II. >The stock, which has lost more than half of its value over the last 12 months, was down 4% after dropping 6% in the previous session. >Investor worries began on Wednesday after New York-based Blue Owl said it would sell $1.4 billion of assets across three funds, return the proceeds to investors and pay down debt. >Open AI is still chugging along You mean still burning insane amounts of money without even having a path towards profitability? https://www.reuters.com/technology/openai-expects-business-burn-115-billion-through-2029-information-reports-2025-09-06/ >OpenAI has sharply raised its projected cash burn through 2029 to $115 billion as it ramps up spending to power the artificial intelligence behind its popular ChatGPT chatbot, The Information reported on Friday. >The new forecast is $80 billion higher than the company previously expected, the news outlet said, without citing a source for the report. >The company's cash burn will more than double to more than $17 billion next year, $10 billion higher than OpenAI's earlier projection, with a burn of $35 billion in 2027 and $45 billion in 2028, The Information said. >public resistance to data centers likely won't move the needle on companies financials; they can just build elsewhere. The number of delayed or canceled projects are rising rapidly as public frustration grows, with entire states starting to consider moratoriums on new building and even places like Northern Virginia, which have welcomed their construction, now pushing back over soaring energy prices and concerns about longterm health and environmental impacts. >Trump's tariff fiasco is certainly valid but could reverse quickly like April, 2025. He literally doubled (quadrupled?) down on tariffs over the weekend, raising global tariffs from the 10% he announced on Friday to 15%. Many countries with "trade deal frameworks" under the previous regime have been pushing back too, including India and the EU who refuse to accept the higher rates. Maybe he'll TACO or maybe he wont, either way the instability and uncertainty are making an already weak economy even weaker.

AGreasyPorkSandwich

In an alternate universe this week, President Harris welcomes Team USA to the white house for photo ops. Trade talks with the EU are progressing slowly but steadily. Jobs report suggests modest growth. DOW hovers lazily around 43,000. State of the Union expected to have a focus on infrastructure demands and healthcare reform. Vice President Walz suffered a gaffe on a hot mic referring to Nick Fuentes as a "jabbering jackass". The GOP is preparing to submit articles of impeachment.

MilleDevx

No trade deal with EU

Affectionate-Idea690

a deal is a deal says EU on tariffs lololol