EU

kaapooj

I also bought some calls on EUAD and sold for a loss, but might re-enter, trump is bound to escalate the tensions just a too low hanging fruit ("bully 'weak' Europe) to garner support from his base and Europe would bd pushed to respond e.g. by shifting orders to Grippen or in general EU defense companies.

Toothlesskinch

Placed a massive bet on the EU getting their shit together. Not feeling great about it.

LandonDev

It's not all talk, Canada will go to EU and Canada and US WILL be left out in the dark. The EU ravaged the UK with Brexit, can you imagine what they are going to do to a country that is actively hostile towards them?

RimantasL

Some EU governments do hold stakes in companies, but it’s usually strategic or temporary. Doesn’t automatically hurt trust.. depends on how it’s managed. The US risk would be more about how much influence the government takes in the market.

skoldpaddanmann

They can do the same thing but giving them grants or subsidizing them like Biden did with the chips act. There is no need to socialize the company to do that. The EU can do it because they are more community focused and have a long tradition of heavy government involvement. The US set itself apart by keeping government largely out of private business except in extreme/limited circumstances. That's what made the US a powerhouse. Socializing companies is pretty antithetical to what the US was founded on and what makes it the world leader. Inserting the government into private business introduces inefficiencies into the system and doing that to critical companies is frowned upon.

GruntledGary

I'm interested in diversifying into Non-American markets. Any suggestions for Chinese based ETFs, is China just too risky, better to look at South Korea and EU based ETFs? Thoughts on international options?

kinetic_honda

Has the US or EU performed better over the past 10-20-30 years? I'm a long term investor. Not a maga bootlicker, rather, a long term investor. Do you understand the difference?

point2mind

Yes, I am removing exposure to American businesses, America has turned against its allies, voted in a fascist regime led by a pedo nepo geriatric. I have sold two vacation homes in AZ. Sold bonds. Divested from certain American ETFs. No, I am not “moving my net worth to EU stocks. My “net worth” does not sit in volatile stocks. Did you have a biased point to serve or were you just being a good maga bootlicker?

kinetic_honda

Look into how much the EU governments take stakes in companies on their own soil. Report back please, it would be nice to hear what you have read. I'm guessing you're moving your net worth to EU stocks and rest of the world minus US, yes?

Zwatrem

US markets are much bigger than EU ones. Having the Italian government own relatively very small companies is not a big deal. Having the US government having a stake in Intel is a big deal.

kinetic_honda

It's the reason I asked the question. I want an actual answer since I know governments in the EU also do this. Considering reddit is in love with investing in the EU, I figured this would be a good question to ask lol. Thanks for responding with an actual answer btw. Also, yeah, I'm left leaning and I've had people on reddit call me conservative or wanting to pleasure Trump simply because I said - "Stick to the path, keep investing, focus on the long term"

NewDawn101

If I lived in EU id just join the army, they ain’t ever fighting anyone, it’s just easy money

kinetic_honda

Someone please explain this to me - Doesn't the governments in EU countries also own equity stakes in their home companies? Does that reduce trust in those companies or markets? Or is the risk here that the US will become like the EU?

Pioladoporcaputo

> France just pulled in $69 billion while the US is sitting at $29 billion. That’s a $40 billion delta that most people are completely ignoring because of the "EU is a regulatory graveyard" meme If you get swayed so easily by propaganda (like truly believing France spends more money on data centers than the US or China), have someone else manage your money. For your own good.

ShittyUsernane1222

US invasion of Iran will: \-accelerate US bond selloffs which will destabilize global financial system. \-breakdown trade in strait of hormuz and Indian Ocean \-destabilize Iran via causing power vacuum \-destabilize US via anti war protests and accelerating debt crisis. \-destabilize the EU due to dependence on Iran and more generally breakdown of freedom of trade \-destabilize Israel via removing the boogeyman which kept it united. \-cause an short term oil price spike which with ukraine war related energy issues might cause mass deindustrialization and civil unrest in EU \-increase demand in commodities market \-If russia and china intervene, cause an demand spike defensives and defense stocks 🥭 has no option but to invade Iran due to Israel releasing epstein files if he TACOs So it's only a matter of time that this with other overwhelmingly bearish macro economic factors take turns fucking over financial markets and us, global economy. And the Fed is stuck in a Argentinian situation: \-Raise interest rates => slow down bond selloff => increasing interest payments => bankrupt government \-Lower interest rates => accelerate bond selloff => shit economy+inflation => stagflation + bankrupt government

vrui

If you’re in the EU and want basically the VOO equivalent, just go with VUAA. It tracks the same index as VOO, just in a UCITS wrapper for EU investors.

kaapooj

this doesn't make sense why would the EU hurt themselves for a symbolic gesture?

kaapooj

derisking after momentum changed and the release of the new models shed light on the risks on future revenue streams of software names (+ any company that held such companies privatly or loaned them money) + adjacent industries like advertising, financial services, consulting/audit next week probably focus on the cost savings, margin expansion due to those models (e.g. big banks) +supply chain (nvda, semis in general, energy) further pressure on health care due to trump, social media due to EU/global push for social media ban, more control over the internet, censorship, push for gold as hedge

ShittyUsernane1222

EU should sell an ASML machine to china and dump us bonds. would be way more impactful than their strongly worded letters against Trump.

Loightsout

Depends a bit on the country. EU? Yea 600k you can retire somewhat okay following your description more or less. USA? Absolutely not.

bpikmin

AWS also has Trainium. And Graviton is critically important for AI adjacent flows. The biggest plus is that all these host types use Nitro hardware, which is probably the most mature line of custom networking interfaces on the market. Annapurna Labs is behind all this hardware, and is probably AWS’s biggest asset. And don’t forget AWS recently launched the EU sovereign cloud, at a time when faith in the US economy is dwindling. In time, the bulls will come

Bichael-Murry

have an EU passport

ferero18

I'm based in the EU, VUSA is indeed in GBP, the currency indeed ate a lot of my SP500 profits from 2025. I got maybe like 5-8%, and it went up 16% or so :/ Although, it's not a loss unless I sell, and i'm not selling for the next few years at least, so I don't worry about currency that much as of now So far from all the comments I think I decided on EU defence + space sectors, looking for more xd The defence one is quite pumped, abut 40-60% gains on almost all defence stocks, but the EU GDP for military has been increasing every year 2024 -> 2025 etc, so I think I'll risk it -> as long as the prices will go down a bit, because we're too near 52w highs

kinetic_honda

You just linked France with AI stuff? You have now given Reddit a reason to be worried about the EU in terms of their investments All jokes aside, as an Nvidia investor, all this data center stuff makes me very happy

I_am_Nerman

And yet the EU has nothing

I_am_Nerman

China just steals everything. Gyna number one. How is the EU doing AI? France just pledged 30 million to AI. GOOG makes 4x that much in a day. The EU is cooked. They will continue to be reliant on the US like a little brother or they'll br speaking mandarin

OkDragonfruit8633

The EU (especially France) will also have a problem with this merger because of its potential to even further weaken movie theaters since Netflix is expected to prioritize direct to streaming releases for future Warner Bros movies (irrespective of what they say now).

DifferentDependent62

First if all, you are avoiding stocks and going for ETFs is not a dumb move, it’s more pragmatic move. AI can be semi conductors ETF vs the software + Hyperscaler side. Cybersecurity is also available in combination with Defense. From EU perspective: EU finance for all tech and Defense development. Emerging market, specially China tech

69downunder

"National defense, specifically EU," - I would go the opposite - sort of speaking - meaning got into SAN, ISP, 2 EU banks from 2 countries that seems not to rally to all guns on deck race -acc. to their nato spendings, and also 2 of which did not rally 100-150% last year like their other peers

LaughSwimming4518

Thanks for the roast guys. I put "for the sake of argument" for a reason there. If we are talking about Microsoft ever loosing a monopoly it is obvious that it would take a lot of time, people and money to happen. I'm just pointing out that Microsoft is giving all the reasons, for customers to think about looking away. And of course it would only be enthusiasts niche people/firms that would do that first. There is no viable corporate substitute of Active Directory for this day. Can this be solved if EU will start throwing money at this issue? Who knows. Lot's can happen in 10-20 years time. Internet Explorer was also the only option, until Chrome, Firefox and Opera littery killed it and made Microsoft start from scratch leading to Edge browser. Also Linux userbase has grown approx 40% from 2024 to 2025 and is currently at all time high. Mac userbase has grown a bit as well. Chrome OS also gaining users and is actually deployed in my kids school laptop and managed with Active Directory. As for the gamers - some of you consider that for a joke, but if it wasn't for the competition in gaming industry, there would have been no development of GPUs, leading to NPUs which are powering all the AI industry out there now.

dvdmovie1

The problem that I have with some thematic ETFs is that even with a theme working well, the holdings are almost always some degree of mixed bag: a bit of great, some good, a bunch okay and some things that are part of a theme but for whatever reason aren't working. "Although AI chips haven't been growing very good for the past year with nvidia downfall " Where is the NVDA downfall? It's up 42% in the last year. SOXX is +60%. If by NVDA downfall you mean the recent correction that was around 9-10% off the high, then I would be cautious about investing in this sort of thing. I think semi/semicap names are going to continue to benefit from the massive capex spending over at least the next year or two but it's a very volatile sector and definitely won't be a straight line higher. You want to be buying when it's been like it has recently, before the rebound like yesterday. "National defense, specifically EU," EUAD "Rare metals (currently near ATH so my safe ass will skip these)" If you're a conservative investor nothing wrong with that, but I would hesitate to recommend any of these sorts of things - all of these sorts of growth themes are going to be volatile. I own SETM in terms of strategic minerals/materials. "- Cybersecurity" I think a fair amount of names in this theme have been caught up in the selling of anything software lately. In terms of an ETF, something like CIBR. "Not looking for hidden gems, rather the safest options" I don't think these are "safe" bets if you're looking for something that isn't volatile.

I-IV-I64-V-I

Srs American software is spyware , + the government shut off Microsoft accounts for a lot of specific EU parliament members when they voted to make a dude a war criminal.

I_am_Nerman

How cooked is the EU with AI? It's the US, Gyna and nobody else.

Similar_Moment_6103

We lose a trading partner and jobs. Argentina, yes 40B Argentina, just signed a free trade agreement with the EU.

ShittyUsernane1222

Within the next few hours, if 🥭 attacks Iran: \-US bond selloffs will accelerate as countries de-risk and gather up funds for defense, military \-Stocks will take a significant hit due to the strait of hormuz and Indian Ocean acting as a major trade hub , being unable to function will affect multinationals with complex supply chains. \-In the US, political instability and growing us debt pile in tandem with lowering us bond demand will increase market volatility and causing stocks more broadly to dump. \-In Iran, a major power vacuum may form if the US is succesful leading to a potential multi faction civil war. \-In Israel, there will be major civil unrest as the boogeyman which kept the country united is gone \-Oil Price spike will hit the markets before it mean-reverts lower prices due to renewables energy increasing market share. \-Volatility risk premiums will increase \-Commodities Market will see an unprecedented increase in demand \-In EU, due to energy, trade issues compounding with Ukraine War and an Oil price shock, most Industry will go bust as a major economic crisis breaks out causing an bond yield spike a la Greece eu-wide. \-If Russia and China intervenes, it will escalate rapidly causing an demand spike on defense stocks, defensives.

tinydisaster

Authoritarian regimes don’t like facts, freedom of speech, or essentially anything in the constitution. They want to control the facts and narrative. Having a resource where people on the inside (the people bound by power) cannot learn that people in say the EU are not subject to roving masked agents who kidnap US citizens without due process from a judge. It’s essentially Whihoits law, “There must be in-groups whom the law protects but does not bind, alongside out-groups whom the law binds but does not protect". You could have equally asked, why does the regime not go after people named in the Epstein files. It’s the same answer. Control.

6501

>EU also expressed interest in reducing US software dependency and theres growing momentum for goverment use of Linux because of that as well. This would lead to growing financing of development for Linux native software. There are currently cases of parts of government switching to Linux in Denmark, France, Germany, Estonia. Network effects mean you need a lot of critical mass before it starts to matter no?

Mission-Marzipan-241

Actually ı heard If you want to work on the analyst and fraud or AML side instead of trading there is strong demand right now, especially with new EU regulations and fintech growth. Banks, payment companies, and crypto exchanges are hiring AML analysts and compliance staff. A good way to start is learning AML rules such as FATF and EU AMLD, plus basic SQL and data analysis. Certifications like CAMS or ICA can help, but practical experience with data and risk is more important at the beginning. Fintech and regtech startups are often easier places to enter than large banks.

td_mike

BYD and other are also building factories in Europe to get past the tariffs the EU imposed on Chinese import. Canada could do the same.

tachyonvelocity

Is anything I said untrue? Why do you think almost all drug development is in the US vs EU? Again who will develop new drugs if there is no profit at the end of the tunnel after spending billions? This is why Boston and NC are the biotech “Silicon Valley” employing millions and not somewhere in Europe. The idea of cheap copycats is again, great for consumers short term, It’s not great for future drug development.

pkk888

I hope we in the EU will side with the Canadians. Shut that shit down!

diamluke

Their only real moat is azure auth and active directory. That’s it. Everything else about azure cloud is mid. Teams is a joke and office and windows os are losing market share. They still can’t call windows on arm more than a tech demo, still can’t do anything mobile, outlook still sucks in 2026 and they sunk a lot of money in copilot that everyone is looking at how to disable. Apart from that, the EU is slowly moving to oss, Bill Gates is heavily linked with Epstein (so the symbol founder of msft is nil) and Satya Nadella has sacrificed brand trust and actual engineering for hype and short term gains. I never understood the hype.

RNKKNR

but somehow US actually imposed tougher sanctions and EU is still buying Russian oil and gas.

marcoporno

It’s your choice, fucko Stop threatening us and trying to destroy our economy and we will talk And we won’t align with China, we will however do business with them, and guess what they keep their word when they make a deal We are of course aligned and allied with the UK, the EU, Australia, NZ, Japan, S Korea, Mexico, Brazil … You know, with the sane and democratic world Can’t wait for the US to rejoin

LaughSwimming4518

For the sake of argument - MSFT position is probably weakest for couple decades. Reason? Sloppy coding caused glitches. Privacy. Horror update stories. Memory hoarding bloatware. Force obsolescence. The list keeps going on... It's been going so bad that Linux is starting to gain momentum. Steam OS, based on Linux has played a significant role, making nearly any PC game playable in Linux, and even running better due to less bloat. * [**Steam Survey**](https://store.steampowered.com/hwsurvey/Steam-Hardware-Software-Survey-Welcome-to-Steam?platform=combined&ref=itsfoss.com)**: In terms of desktop gaming, Linux has a market share of** ***3.58%*** **(Arch Linux, Linux Mint, and Ubuntu as the top three) when compared to** ***2.18% for macOS (OS X) and 94.23% for Windows.*** EU also expressed interest in reducing US software dependency and theres growing momentum for goverment use of Linux because of that as well. This would lead to growing financing of development for Linux native software. There are currently cases of parts of government switching to Linux in Denmark, France, Germany, Estonia. If Microsoft will continue being this sloppy, it will start loosing it's moat, due to desperate need for something better, and to be fair - the first steps are already being made.

DrHarrisonLawrence

Microsoft gave $20B to NBIS and Meta gave $3B to NBIS. NBIS will most likely see another EU blue chip join them for a multi-billion contract too

PureImbalance

My knockout leveraged options were at zero this morning (EU), thankfully the KO is pegged to the US price and it had recovered before open but man was I sweating bullets 

Moepenmoes

Bullish on EU picks this year

LimeDramatic4624

After grok and starlink being used by Russia idk if any eu country wants to use SpaceX. He's let how much he will disregard EU law slip too much

TheCheeseGod

EU and China are pulling out of their US investments

ZenCrisisManager

Which country is now made up of oligarchs that became oligarchs by stealing public assets? Russia. Which country has been engaged in full scale cyber warfare with us since at least 2014? Russia. Which country has a bot army that is relentlessly bombarding any and all digital public forums with divisive propaganda posts targeting the US and all western EU countries? Russia. Which country has a long term stated goal of destabilizing NATO? Russia. Which country was proven to have massively aided Trump in the 2016 election? And now the US tech bros and rentier capitalist realize, it's their time to strike. And Traitor Trump, being all about the deal, is all too happy to accept their largess with open arms. The bribes go to his kids, his wife, and the vast spider web of companies that he controls. Russia, Traitor Trump and the rentier billionaire class all have the goal of establishing an infallible oligarchy here. Are we going to stand up and stop this madness?

Rayzor_Rancher

STLA: Stellantis may be a bargain because the EU is preparing to spend 5% of GDP to build a world class military now that they can't count on the USA military like they used to do.45dte Calls at open on the big dip.

Anstark0

You should be able to follow the money. Obviously some things cause issues, it's funny how you mention Maduro when the US is famous for destabilizing entire regions. You think these countries can hurt America, but do you think they don't hurt themselves? Canada are in a very tight situation, Europe is in a soft recession, Germany is trying to keep EU together, Brics is dead, China is stagnating, Japan is in a speedrun to collapse, South Korea is collapsing. I can keep going, but you get the idea

Zuparoebann

How are you making it more accesible if you're buying from EU sellers and selling to EU buyers? It sounds like you're just trying to be a trader imo, nothing wrong with that but you should be honest to yourself about what your goal is and how you want to achieve it. I don't think there's such a thing as a PSA graded bulk supplier, and if they exist they know what their cards are worth and won't sell them for less than market price (regardless if they are bulk or not).

0DTEKing

What did you guys do? 🤔 or maybe EU did something?

BlLB0

Im writting this slowly because i know you guys are slow readers and learners. broad market index tracking ETF, VTI fot US lads or VWCE for EU lads.

Medium_Regard

Leaving zoom and teams apparently. Haven't heard much on trying to leave everything. The EU will have to meet about it 325 times before a choice would possibly be made, spend 100s of millions on said meetings, 32 different companies will need a decade to build out the hardware and systems but in the end they will just try to allow China to come in and click all their systems. It's been 80years though, they are due to start fighting each other again soon

Young-faithful

EPS miss was due to fines and extra taxes from EU.

Diedead666

Mines spiking but you have it set to the wrong units you smug EU person :p (your ganna live longer than me)

FatCatBoomerBanker

Microsoft is about to lose a lot of market share in the EU over the next couple of years. Not really enough to affect short-term options, but I think their influence is going to lessen over the next 5 years.

Waste_Bad1924

EU got only potato chips. No computer chips. Chill bro.

Panthera__Tigris

This is not really the reason. Govts dont buy stocks, they buy debt. And US debt and the dollar is actually rising. That proves what you are saying is not the case. The real reason is a liquidity crunch due to the events in Japan and US picking a fed chair who wants to shrink the balance sheet. Other reasons are also there like AI exhaustion, but it has nothing to do with EU governments.

PovasTheOne

What are top 3 investment options in your opinion right now with highest possible returns? The big pussy investment strategy. Also ideally something than can be accessed not just in US but in EU too. Thank yall

prank_mark

Microsoft? Really? It's called Microslop now for a reason. You must not be following the tech news. Microsoft recently released a nice vibecoded update that blocked people from shutting down their PC. And Microsoft is set to lose a massive chunk of business thanks to the orange turd, as foreign governments are moving away from all US cloud services and are migrating (or at least planning to) to EU datacenters or on premise hosting with EU and open source software.

General_Penalty_4292

Interesting, i probably should have come across this. Understand the desire from an infra custody perspective. Trying to go opensource for anything like enterprise software feels like it would be a fools errand. I'll believe the hardware ecosystem when i see it. A lot of this relies on the EU getting out of its own way from a tech buildout perspective which i will also believe when I see

Tandittor

Are you UK, EU or Australia? They're exiting those countries. The news dropped today. [https://www.theblock.co/post/388664/gemini-exits-uk-eu-australia-cuts-25-staff-exchange-refocuses-us](https://www.theblock.co/post/388664/gemini-exits-uk-eu-australia-cuts-25-staff-exchange-refocuses-us)

DrySea8638

Had to stop at Apple lol They didn’t force a product manufacturing change implemented by the EU for USB-C so that’s picking and choosing winners/losers? lol

c0nsume0

I bought leveraged shares on EU markets $SSLE

JumpinJangoFett

Soooo the EU or ANYONE else for that matter having a 100+% tariff on American goods is great for the world economy. It’s when the US RESPONDS with 25% tariffs that it becomes an issue… This isn’t the gotcha you think it is…

This_Is_The_End

The lowered tariffs of 6.1% for Chinese EV are valid for 49000 EV only. This is quite a low limit. This article is nothing else than FUD. The Canadian PM is understanding his craftsmanship and Trump. It's nothing else than a proposition in the case Trump and friends are getting more edgy. Anyway speaking of capitalism. China has more of it, Europe has more of it. Edison motors (Canada) had to get a permission to sell a truck over the province border. What is the purpose of the insanity? The EU has trashed dealership limitations a long time ago. There are no trade limitations in the EU between regions.

Ecstatic_Wheelbarrow

Democrats aren't Liberals. Modern Democrats are the Republican party from the 80s with a few standouts like Bernie that *might* be willing to cut military spending. PLTR is also all over the EU. It's funny that France is cutting Zoom while giving PLTR access to their intelligence agencies. I guess they think Microsoft is a larger risk than the privatized NSA lead by Nazi sympathizers.

deathlyharry

NVO (the absolute darling of EU 401k's and still a cash generating machine) is now down to $43.00. EU funds were still heavily investing in it when it was $130.00 NVDA valuation leaves 0% room for grey-zone warfare between China and Taiwan in the next 2-3 years. It's frankly a little wild lmao

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.