EU

-mini-kuma

That they are based in EU probably gives NBIS some regulatory protection/advantage compared to many other AI/cloud stocks.

-mini-kuma

Is this even in doubt. KOSPI will crash, NIKKEI will be more measured. China/HK may actually again (new selling policies). Only hope, as usual, is for UK/EU to limit the crash and start buying back; and then encourage the US to do the same.

Soh79

EU leaders work for Russia.. The plan is to bankrupt and make chaos in Europa. Lets see how the yellow vest protest do in Paris today.. My guess antifa (sponsored by Europas communists leaders) will crash the protest violently, like always, without any media covering it.

ShinyElisabeth77

Simple reply: only SpaceX can do this with commercial impact. The entire Europe (EU+UK+Russia) can’t repeat that - despite a lot of politicians and their cool speeches.

BaggyMonny

Also, Europe is at the moment the leading location for drone development. Ukraine obviously, but there are also several startups inside EU (e.g. Helsing) now that they know the money taps are open and probably will stay that way for a while. So why the heck would they buy some potentially dubious MAGA crap (as you pointed out) from the US?

daxter_101

Putin: musk do this or im coming for ur Tesla factories in the EU Musk: say less

SwordfishOk504

They have deep pockets, but could they come up with enough cash to offer shareholders? (rather than a share swap like Cura offered). And more importantly, even if they could, would it actually benefit OGI's model? They would get several EU GMP facilities from Aurora, but they have a few of their own already. They would gain some boots on the ground in Germany, but they already have some.

ProlactinIntolerant

Deglobalisation might be a factor, don't see many EU contracts going out for US tech that can be turned off remotely.

_WoollyMammoth_

Their only card is blackmailing the EU about leaving refugees flow free through their borders.

WaterAdventurous6718

so much for their pipedream of joining the EU

AllianceOrTheHorde

Say what you want about them, but the EU flag fucks. it's one of the best

Polygnom

Meanwhile, the Cybertruck is not even road legal in the EU because its so fricking deadly. And this won't be, either.

Nemonoone67

Its cool if you are too young to drive. Couldn’t they make a cybertruck that is legal to sell in the EU? Wouldn’t that be a greater engineering feat?

EnergyDrinkStroke

Did I say we shouldn't invest in space, fuckknuckle? No but my point was the immediate priority should be Earth which many countries aren't prioritising then orbital. The issue is I don't believe private companies should be allowed to just launch any-motherfucking-thing into orbit without much more approval as we do have a space debris problem that's ever expanding. I would prefer that all those tax subsidies go towards national and international projects and services. Like the EU is currently working on their own starlink style service that will be accountable and properly regulated.

IamWildlamb

This is just false. The actual reason is that there are heavy regulations in place against arbitrage and sort of an export control of their stocks where US stock market has access to limited number of SK Hynux shares but there is massive competition over them. At the same time those US i vestors can not just go to Korea and buy there because it is not as simple. This comes down to regulation and legal hurdles on SK side. Not to US premium. And it is also how it would not work with EU stock exchanges for example. The US premium lies in the fact that US produces companies with much greater future upside even if some of it may be bubble. If you compare PE of US banks and EU banks it is not really that far off. Small premium exists but then again it comes down to dynamic aspects of US economy and its high growth potential. Either way if Anthropic desided to IPO in London (or whatever) it would get just as much money. Because American investors would buy it anyway. Everyone would want piece of something that has more potential than anything that came before.

fricy81

Sounds like a holdmybeer moment after the Cybertruck failed to receive road safety certifications in the EU. "Pedestrian safety? Let's see how far we can make them fly!"

Sawyerthesadist

I just wanna know if I’ll be able to buy EU stocks through my bmo account now

GPUssydestroyer

Canada joined the EU you’re one of them

ensoniq2k

I'm so glad we won't get stuff like that in the EU. The Cybertruck is also illegal here. Even the US military stationed here refuses to ship them here, although the can usually drive almost everything.

One-Coat-6677

It won't happen because it would destroy NATO and EU would literally enter the China block (but not honor article 5), but this is cope. Being culturally similar doesn't just make Canadians good spies, it allows for a smoother Anschluss. There would be no North Vietnam to continuously supply the Canadiakong, there are no seas for the US to move its vast supplies and troops over. Mexico would literally be the harder of the US's two direct neighbors to invade. And while again it wont happen because the US would lose all their trading partners, in the theoretical scenario that it doesn't, the invasion would be funded with stolen Canadian resources as unlike South Vietnam the US would actually see it as their territory. The lesson from Vietnam is you can't win if the enemy has a direct land route for infinite resources, and the lesson from Iran is you can't win with just airpower. Afghanistan would be a better example but Canada is no mountain fortress, has no Pakistan tribal areas next to it, and has resources worth staying over.

morozrs5

in the EU health system (at least in most countries), things are free, but oftentimes the wait is so long that by the time you can access it, it is too late. (not saying that the US system is any better).

SellingTheta

EU BUNDs 12/12 calls

CaltonSmith

Wait. You guys have to pay for rehab? What 3rd world country shit is that? Greetings from the EU.

The_Motarp

Greece was allowed to get to a 600% debt to GDP ratio, but that was partly because it was a small economy attached to the whole of the EU. Nobody is going to let the US get that far before the interest rates for anyone to keep lending them money get completely unsustainable. The reason the UK saw years of rationing and decades of economic stagnation and rising prices after WWII was that the world switched away from the pound as the international reserve currency in favour of the US dollar. If the US ever loses its status as the global reserve currency it will experience the same thing, and I don't think any country that has lost its great empire status has ever gained it back again.

No_Elk_1945

Definately. You think away the money, and realise all the manufacturing and such is not located in the US. I'm in the EU. We'll just eat all the premium cheese and wine we export ourselfs.

Consistent_Panda5891

Meanwhile EU has less 2% GDP increase(per year, less 1/3 US growth), while 4% inflation(more inflation). Any chance to short EUR/USD is free $. Check french debt/GDP, more than USA already by next year and is growing way faster...

Affectionate-Idea690

# EU said to be ready to fast-track satellite rival to SpaceX

daveybuoy

I see similar risks for Microsoft, meta, Apple, Adobe etc. When Trump started making Canada an enemy, then implemented policy that US government procurement had to divest of Canadian or EU suppliers, he forced them to prioritize their own digital autonomy movements. e.g. A few years ago Tik Tok advertising was banned in government procurement in Canada with the swipe of a pen. It cost Tik Tok tens of millions in lost ad revenue. If the EU/Canada moved off of windows, the lost revenue to MS would be substantial. It is already creating new government funding sources for their competitors.

MadeThatCash

Same scenario as yesterday, oil highs, followed by a huge dip by tomorrow EU open (overnight selling in Asian market timezones). Time to scalp another monster short again

Emotional_Day_998

Because Trump removed sanctions on Russian dark fleet. The reason for difference was because there is a massive shipping shortage. Now Russian cargo ships that was sitting empty due to Ukraine attacks, can carry US barrels to EU and gain their 30-40$ per barrel shipping premium. Normally this would result on wti increasing and Brent decreasing but since oil is on a up trend due to... Umm Biden.... This means wti increases even harder while Brent stays the same

-mini-kuma

EU/EU indices comfortable in the green - thanks for the backstop everyone! ദ്ദി・ᴗ・)✧

valek8

EU Where ?!?!?!

Jerikolol

If QQQ goes green till EOD, I will legit suck anyone's cock if they can get to my house (ill DM my address). I live in EU. I will be the Bonnie Blue of V reversals.

ActivePosition67

For anyone thinking about selling, this is pure rotation. You live in the greatest country in the world, and Trump is about to skullf\*ck the EU in his last 2 years in office. Fuck the midterms and hold.

themayorhere

The EU

Zarzalu

i dont trust any EU company, i belive the EU will do everything they can to strangle anything showing signs of progress, its in the eu culture to do so, atleast so far it is.

Tea-Swiz

Most of them, yeah. Kept: China tariffs (and raised some in 2024, like EVs to 100%), steel/aluminum tariffs for most countries, and the solar tariffs. Dropped/eased: steel/aluminum tariffs for the EU, UK, and Japan (swapped for quotas), the Airbus-dispute tariffs on EU/UK goods, and the washing machine tariffs.

usrnmz

Well it will cost tenfold that's for sure. But that also means there will be more resistance to a bailout. Anyways the actual problem is France's budget (more so than it's debt), which is a political problem. The EU is not gonna bail them out if they don't fix their budget and if they do fix their budget there hopefully won't be much of a bailout needed. The worst case would be if France does not want to reform and the EU does not want to intervene if they don't. They might be able to find a middle ground but it could get dicey.

Mondanivalo

of course not. I did my due diligence and my API call rates are low enough that I fly under the radar of rate limitation. Plus I have CRON jobs that pull and store data for the entire SNP500 and Russel2000 every day for EU and US. I have day open/high/low/close bars for some stocks going back 40 years. So if i want to see historical data, that comes from my own database, i dont need to hammer the API for it anymore. https://preview.redd.it/syfo83v43jvh1.png?width=758&format=png&auto=webp&s=f9d35dee5ed3b383342c47c7094c268f667be395

int122

I work in corporate company and even now, we were calculating costs for some features and hit almost 50-100k EUR cost which maybe sound funny for big tech, but nobody want to invest into it. Even if the price is higher, employees from Eastern EU will be cheaper. Friend works in bigger tech around, paying 300k monthly for AI subs and it is just big burn, nobody has stats about usage / savings / results so they plan to cut. Some people literally sips coffee and agent works on background. So many AI outputs are just not needed... oh. I believe we will be later ok with smaller subscriptions or cheaper models / open weights for daily work.

Jerikolol

Man, market closed for barely one hour and my insatiable lust for kawk has returned. Cant wait for the koreans to ram me up the 🍑 ass tonight in a few hours. Then EU wakes up and they can double team me. Then in the morning TSM reports, increases guidance for next year, then can sell off -5% like everyone else. Then the Americans wake up and we can repeat today. And that's a day in the life of a WSB regard. -99%

abrasivecriminal

I do think France bonds are a good bet, sure they got lots of debt, but they can't decide to start devaluing the euro on their own like the USA or Japan can and they got the EU to bail them out. It's not gonna be popular because they're gonna get treated like Greece if it happens. There's gonna be lots of cars on fire but they will get bailed out.

need_five_more_chara

In EU this is 2 years take home salary.

AnyBug1039

The EU - they were literally created with the sole reason to screw over the US! Look what they did!

SexyAIman

My dear, we are not talking about that strange little island but about the EU

Beneficial-Tax-1776

kraken crypto exchange brough a bank in lithunia and got paperwork to operate in EU. wonder if it some sort of way to trade. is kraken tradable?

xtoro101

The more we go forward and the Ukrainian we talk to everyday. The president is doing huge money laundry operation with Canada an EU. No one believe the media anymore

crisco000

The EU has paid Russia more than 250 billion since 2022 for energy lol

OkTry9715

Well EU had time from 2014 or at least from 2021 to prepare, but as always EU is extremely old and slow..

dyslexier

That was largely Biden & the EU, 🥭 pulled support

Left-Praline-15

Duuuuuude you put 100k into EU at its current levels…🚀

seviniryusuf

An hour a day is plenty if you don't try to follow the news. A workflow that fits around a day job: 1. Pick one industry you understand from work or life. That's your edge, not speed. 2. Build the list of companies in it. Shortcut: open the holdings of a niche ETF for that industry and you have the universe. 3. For each one, read the business section and risk factors of the latest annual report. You'll drop half of them on that alone. 4. For the survivors, check three things over ~5 years: is revenue growing, are margins stable or rising, and is growth funded by cash flow or by issuing shares and debt. 5. Write one paragraph per pick: why it could beat its industry, and what would prove you wrong. Then check each quarterly report against that paragraph instead of watching daily headlines. Smaller, niche names swing harder, so size each position so being wrong on one doesn't hurt much. And since you're in the EU, check how single stocks (especially US ones) are taxed in your account type compared with your UCITS ETFs.

Country_Gravy420

America is too big to organize a nationwide uprising like is going on in France right now. It would be like trying to get all of Europe to rise up against the EU. We have had some nationwide protests and we have a vote. What else can we do? We can't violently take over the government and i don't think that's what America wants. There are also guns everywhere here. We have more guns than people. The stakes get a little higher when everyone is armed to the teeth. We are stuck and hopefully this next election will neuter the admin enough to ride out the next two years and then hopefully begin a healing process. Until we get money out of our elections it's going to be tough, though.

callesucia

Yup, that's what I see the bigger companies doing, the same for governments in some G-20 countries. We've seen some of that with the de-Microsoftization of the EU. The money is in materials, compnents, infrastructure and energy.

SuccessAffectionate1

Non-American governments are not going to use an American model after what Trump has done to international relations. Therefore Anthropic is most likely not going to capture the EU market besides a few private companies. France is already building the infrastructure and model capabilities to be the EU choice and its open source. If Anthropic wants to win the EU market, they need to provide serious data protection and GDPR regulation.

Malhazz

I think you are right, a worse model can be useful if there is supervision. I don't need the *bestest coding model ever* to be able to work if I know what I'm doing. But I'm afraid there will be rules in the US and EU that will only allow Anthropic/OpenAI/Google to be the provider.

No-Box5797

Is that safer than having your own models running on your own devices and infrastructure? Cause that's what open models are: once you download it you don't have any type of connection whatsoever with the model provider (except for data poisoning, but the same way the chinese are distillating the frontier models for dirt cheap, other EU or US "labs" could); then it becomes a cloud vs on prem type of problem but govs and companies big enough wouldn't have much trouble, especially if APIs costs are big (and as of now they're big enough for companies such as Uber and Meta). With this being your strongest point I'm afraid you're going to get disappointed. >The more work we do on it the harder it will be to rip out and change models P.S.: This means you're working poorly if you're so fragile on model changing.

DumpyGoat818

Fleeting populist movement? Nah bro, it's alive more than ever. So much so the EU voted to go full blown Maga deportations. The dnc just had to put up their headquarters for a loan because they're broke lmfao

-mini-kuma

Credit to the UK/EU poors, they get ridiculed but don't panic sell like other markets. UK has even bought back their NIKKEI etf above Japan's previous day looses.

-mini-kuma

UK/EU will buy KOSPI at these prices

Bravadette

I cant belir e we might have to rely on China and the EU to end this BS lmao.

Kermez

There was a big difference; the military did not care about the dot-com era, but it cares a lot about AI. If the US drops the ball on AI, China will not. The race is to see who will get automated drones and vehicles first. And once EU gets that it will buy from US tech which will just be extension of investment. This will be a long run...

lonewolf420

Maybe Canada, but don't see how EU would want to come to Vegas outside of trade shows. It was always about the Chinese highroller experience they catered too, but a lot of that is likely to move to Mexico as it will become the preferred Chinese export dumping and a little gambling on the side method of entertainment. Chinese people love gambling more than Canadians and EU combined. But with the trade wars raging on why waste money in the US when there is Macau, Montreal, Prague where they don't have to be around Americans which they are growing to despise lol.

SaltMaker23

Monetary devaluation is the core reason to use 2x leverage, both EU and US currencies are losing value at an accelerated rate, among all things that have been consistent for the past 50 years (since 1970) the M1 supply growth is one we can safely assume to hold or worsen. The stock market has been doing 10% per year while M1/M2 has been steadily doing 7%, depending on the way inequalities are evaluated. The top 10% wealth accounted for about 68% of the total wealth created in the last decade, meaning the inflation on assets related to M2 supply growth could very well be a lot higher (cantillon effect) Trading 1x leverage under the assumption that currency is a decaying asset exposes yourself to trading a decaying asset measured by a faster decaying asset, "positive" while losing purchasing power. 2x leverage ensures that you're still positive in real purchasing power even when your measurements are done through a decaying measure, you earn the decay as extra profit. This assumes currency loses value over extended periods of time, which has proven safe and monetary policies for the upcoming years around the world show no signs of changes.

Taraih

Doesnt seem to be an option at our company in EU. Its only chatgpt and it seems to be the most nerfed and dumb version. Tried to made some python scripts with it for QGIS and it made so many retarded mistakes as well as issues with context. Was severely disappointed. ChatGPT oneshotted it as usual no issues. ANd it wasnt even a difficult task.

Rock_or_Rol

EU posturing for war.. fuck

WendyDumpsterFire

Bro how’s Visa up when the whole EU is replacing Visa and Mastercard merchant lmao

Vimes-NW

https://gokhshtein.com/news/2026-10-11-vmware-exodus-90-of-customers-weighing-alternatives-after 90%. Angry because they are doing exactly what EU regulators were trying to block and Broadscum pinky swore "Nah huh, we're totally not going to do all that bad stuff... *hmpf trying to contain a laugh*"

TomorrowLow5092

The elections and impending impeachments is the only thing on the menu. DT is done with this issue and does not care. Everyone in the industry wants a solution but apparently EU GMP is the way to profits. VFF is the Boss! Profitable and expanding operations. The US is corrupt AF.

Sapere_aude75

Yep. I agree completely. I would expect a battle over something like this to take 5-10 years (or more) to really play out. Other constellations/launch systems are still way behind, but sooner or later they will take away SpaceX's monopoly. You have Amazon, the EU, China and others already trying to build their own systems. They are all long term risks, but I don't see the legacy carriers going away any time soon. I could easily see a recovery after that drop. It was pretty extreme. I'm not knowledgeable enough about those companies financials to really have an informed opinion.

Icreatedthisforyou

Brutal honesty is SpaceX has a much higher ceiling than, but ASTS is still comfortably going to grow since the only competitor is SpaceX and unlike SpaceX ASTS doesn't want to replace MNOs so globally MNOs have an incentive to sign on with ASTS (and have). There are 4 important parts to the ASTS vs SpaceX story. ***Most importantly it isn't really ASTS vs SpaceX. It is not apples to apples, it is apples in a grocery basket to a grocery basket*** * ASTS is looking to delver D2D connectivity for MNOs (mobile network operators). They are an apple. An apple that MNOs want and will happily provide access to their spectrums, pay for the service, and support. MNOs are the grocery basket. * SpaceX in the context of the field ASTS is a part of wants to be an MNO, and part of doing that is doing D2D because that is coming and what they will be competing with. That is on top of the other things SpaceX does. * It isn't fair to compare ASTS and SpaceX in that context it isn't "Can SpaceX kill ASTS" it is "Can SpaceX kill ASTS + MNOs." The answer to that is...almost certainly not. In the US you have Verizon, ATT, etc.. You have more overseas. ASTS has it easy the sign on with them deliver their produce which works globally, and the MNOs are the ones that handle 1) securing customers, 2) helping with regulatory hurdles, and 3) securing spectrums relevant to their areas. Lets move onto then where SpaceX is competing against ASTS more directly. ***Spectrum*** This is the mover of the ASTS price recently. Spectrum is the frequency they are allowed to use to communicate satellites to the ground. * ASTS: They are just flat out winning. They have access to more AND BETTER spectrums right now directly. And they always will have the ability to utilize spectrums of partner MNOs who will happily provide access. Not all spectrums are equal how wavelengths move through materials and atmospheres matter. Additionally you need the hardware (satellites and devices on the ground) that allow communication to occur. Hardware is next. * SpaceX: The spectrum they just bought was important in bridging a gap they had, D2D just wouldn't work in a lot of cases if say someone was indoors, or in a forest, or in anyplace that wasn't clear line of sight. The reliability wasn't there and the spectrums they had before would really require modified devices on the ground, which is a problem because now you need to partner with manufactures to have some kind of addon for the phones they are selling before you can even add D2D services, purchasing this spectrum resolves that issue in the US at least. This spectrum purchase is not global and it is important to recognize ASTS and SpaceX are not competing just for the US, this is a global competition looking at global user bases and that is what is being competed for over the next 5 years. SpaceX has a problem though...they don't have the hardware for D2D in space. ***Hardware*** Focusing mostly on satellites, because the purchase of this is a pretty clear indication all parties will be competing to access your everyday unmodified phones. * ASTS: They are SIGNIFICANTLY ahead. 1) Their satellites are better and have more flexibility for using those spectrums around the world, 2) They already have 1/3 of the satellites they need in space in order to do the initial regional networks (13/45). 3) They have the capacity to make the 32 additional satellites they need to complete that regional constellation before 2028 (meaning midish 2027 they will have made enough). 4) They have the capacity to produce enough satellites to fully complete a global satellite constellation (>90) by sometime in 2029. 5) Their satellites continue to improve and beyond that they get to just improve the quality of the product they deliver in terms of speed, capacity, and reliability and they are able to have up to 248 satellites up in space. 6) Their problem is purely a "how do we get these satellites into space problem" * SpaceX: They are behind. The individual satellites are "worse" so you can't compare numerical satellites 1-1 between them, for instance they are worse because they are smaller and need more satellites to match the surface area of ASTS satellites. Regardless first SpaceX needs a satellites that can do D2D service 1) SpaceX's first satellites that can utilize the spectrum they just bought and can actually compete with what ASTS already has in space will be ready to launch starting late 2027 (SpaceX's stated timeline, this means ASTS will have their full regional network up and running before SpaceX is even truly launching their competitor. 2) SpaceX is able to produce about 3500 satellites a year, if they convert all production to their next gen ones to do D2D we can run with that assumption. They need about 3500 satellites (because even the next gen ones they are designing are just worse (mostly size related) to get a limited access network established. So by the end of 2028 they will start competing with ASTS and MNOs selectively with high value customers. 2) They need about 7500 satellites, so roughly 2 total years of production to complete a regional network to compete with ASTS in the US/EU (End of 2029)....but ASTS at this point will be building out their constellation to improve reliability/capacity/footprint and by the end of 2029 they will be expanding into other markets. 3) SpaceX needs 4 years of satellite production to achieve global coverage...assuming they can increase the number of satellites they can produce by 50% (I think they can). So 2031 is when SpaceX will have a full constellation. 4) Where SpaceX isn't limited on is capacity...well technically they are but in reality they are not. ***Launch Capacity*** Satellites on the ground are just expensive bricks. * ASTS: This is where ASTS has a problem. Even now they have the ability to out produce the number of launches available for them and that will continue to be the limiting factor to ASTS getting satellites up in space and what is truly determining when the different checkboxes are completed. They may have 45 satellites completed by mid 2027...but they likely only have like 25 or 30 in space by that point, and MAYBE they can get the other 15-20 in space by the end of 2027...but probably not until early 2028. MAYBE around that time as global launch capacity increases this will be less of a problem. As of now ASTS basically has to pay a lot of money for limited available launches * SpaceX: Launches their own satellites. Technically they too are limited by launch capacity...but if SpaceX deems launching their own satellites is more valuable than selling launches that is what they will do. So constraint for SpaceX is different since they have control over a significant amount of launch capacity. Launch capacity is really what will slow ASTS down, which is the downside of being just an apple. Satellite construction is what will slow down SpaceX, which they are behind on because they are more than just an apple and have to play catch up technologically in this specific sector. SpaceX decided to figure out how to launch stuff into space before deciding to really get into communication and trying to be an ISP and they figured out how to be an ISP before they tried to be an MNO. Their attention has been elsewhere. I would bet both largely come online at a similar time frame, SpaceX will be highly publicized in the context of being a newer competing MNO in the same way they are a newer competing ISP with starlink. ASTS's success will be quieter in support of existing MNOs so if you start hearing about major MNOs like Verizon/ATT/etc... doing a bunch of stuff with "connectivity everywhere" and commercials of people in true bumbfuck no where being connected, then that is how you know ASTS is doing well. The US/EU per individual maybe the most valuable regions, but the real money for both SpaceX and ASTS is actually global because terrestrial infrastructure is behind in places like India, and Africa and D2D is what would be the cheapest way for these higher population areas to get connected since the terrestrial infrastructure is going to lag behind...but that is starting to get into development rather than ASTS vs SpaceX competition. As far as Musk and will he/won't he deliver. Space launches and Starlink are the most effective parts of the business under Musk's umbrella. They are also the areas he has had the least direct disruption in. Musk's strengths are convincing people to give him money, so he can give it to competent people to do things. He has demonstrated the most competence in regards to space being willing to shield the competent people when failures happen (as they will in the sector), and let them fix it. I don't think SpaceX venture into this is going to fail, it should be an area of growth for them, because this isn't like Tesla where he can design a terrible car and double, triple, and quadruple down on bad decisions. This isn't social media where he can do the same. And this isn't AI where whatever don't need to get into an AI debate. This is more similar to Starlink. Starlink is at this point extremely successful. I have no doubts this current direction will also be successful in a 5 or so years time. So even as someone that isn't a Musk fan, this is something SpaceX almost certainly succeeds at, how much that moves the needle on company value is more up in the air. How other parts of SpaceX (like the AI or if they roll Tesla into it) is also up in the air. ASTS I think is pretty safe for a similar reason, high demand from extremely wealthy and powerful companies, and the only competitor is SpaceX, and ASTS is ahead of SpaceX, and even with delays of 1-2 years will still be implementing ahead of SpaceX on behalf of those wealthy and powerful companies.

the_mammynun

You realize that HITIs German arm has doubled revenue from a year ago when the acquisition closed? And it's on track to double again over the next few years. They are creating a powerful position of leverage between their retail and import businesses. You know what else is short sighted? Investing billions to grow a plant ahead of globalization. High Tide is now importing EU GMP cannabis flower from Thailand where the supplier has a cost basis per gram of $0.30--about a third of even the lowest cost Canadian suppliers. At least retail is durable and creates massive leverage and branding opportunities over time due to the direct relationship with the consumer. Imports/international logistics will also always be needed. You may think running a retail store is easy--but try running hundreds of them. It's like how any stoner can grow a few plants in their backyard but not thousands. With scale comes complexity. That complexity is your moat.  Keep an eye on High Tide. I agree that the retail business is not the high growth business shareholders want it to be, but the international business is booming. We finally have profits that are trending upwards because of it. 

FormulaLiftr

Crazy work calling joining the EU a cuck move while you throw your countrymen under the bus as you bend over for Donny. Ps, you’re (physically) too old for him.

Skipperlarrymary

Generally, Canadians are limiting unnecessary travel to the US. Personally, I used to go at least one every year if not multiple times, and haven't been since, oh, let's say January 20, 2025.Vegas tourism has been down all year due to Canadians and EU citizens avoiding the US.

OddAd7664

Vegas is struggling as tourism (from EU and Canada) is down.

rudolf_de_Leeuw

One catch with expecting a 2012-style rescue: the ECB's Transmission Protection Instrument is conditional on the country following EU fiscal rules, so a France that can't pass a budget arguably doesn't qualify. That makes it more likely politicians are forced to move first, probably after another leg up in the OAT-Bund spread.

imrickjamesbioch

Try Trillions, once you lose the tech infrastructure to another country, it’s almost impossible to go back. Meaning if all the AI code is written by Chinese companies, EU isn’t gonna redo their entire infrastructure appease US counties whom put Fake Jesus in office. US is playing the short game, while China playing the long game and its close to checkmate. Say what you want about CCP government but at least they’re a stable trading partner vs the US whom no longer abides by their agreements or negotiates on good faith.

Rock_or_Rol

Bonds are so fucked if conflict with Iran escalates or we don’t hike rates soon. The biggest bullish case is 🥭 can actually pull off an Iran/Russia deal ahead of the midterms. They’re in bed together to our detriment, but there is a case that we can make less concessions it’d than it would take individually because they benefit from their alliance. Not to mention, Europe is on the struggle bus. France’s debt has like doubled beyond their allowance into the EU. The oil shock and crack spread may pose a greater cost than dealing with the risk of Russia’s aggression spreading to Poland, Estonia or wherever in 2 years. Ukraine is a proxy, if mother Europe and US run out of funds, they lose the attrition war quickly. It’s a 2 way street though, Ukraine and Europe now has leverage on 🥭. They can ruin his presidency by blowing up more Russian fuel depots and refineries. They can leave him stranded in Iran and with the Houthis. That is, they can take us down with them. So… it’s in everyone’s best interest to get a deal. Unfortunately, too many wars are predicated on dominance and not on economic sustainability. If, however, we do somehow escape the quagmire and open up oil/fuel trade with Iran and Russia… we may solve the world economy’s ensuing ejection fraction symptom after the oil shock heart attack. Scenario #2 - we do hike rates and enter a recession. The USD is still the world reserve currency. It won’t be quite the same flight to safety as other recessions, especially under 🥭, but bonds are highly traceable and benefit from being grandfathered in. I’d assume we’d see a resurgence if he was impeached as well as we regain much of our credibility and I’d argue political stability. We are in times of times of tremendous economic uncertainty and just about everyone knows this bubble is on the verge of popping. Our debt is high but not unsustainable. We could double it and survive. The rate at which treasuries are rising is very concerning though I’m a regard so please don’t listen to me for any technical analysis, but yeah.. there are some massive macro factors that are simple enough to consider

diefy7321

“war with EU” is a big leap from saying shit lmfaooo

NotMe357

Last time TACO didn't get his Nobel Peace Prize he wants to go to war with EU to get Greenland. Now he seems calm. I guess the phone call between TACO and Putin make TACO calm down alot lol

Mammoth-Fee1592

Let’s hope EU and Asia give up all the gains like they usually do 😂

Due_Collar2

Europe’s problems? You can thank these two for a big part of them. 1. Gerhard Schröder – Putin’s friend and Russia’s lobbyist The former German chancellor built close ties with Putin and later took positions in Russian energy companies, including Gazprom and Rosneft. Even after Russia invaded Ukraine, Schröder continued defending his relationship with Moscow. In October 2026, he even attended Putin’s birthday celebrations while Russia continued its war against Ukraine. 2. Angela Merkel – Making Germany dependent on Russian gas In 2021, around 55% of Germany’s natural gas imports came from Russia. Merkel’s government supported Nord Stream 2 despite Russia’s annexation of Crimea in 2014. When Russia launched its full-scale invasion of Ukraine in 2022, Germany’s dependence on Russian gas became a major strategic weakness for Europe. 3. Nord Stream 2 – Ignoring the warning signs Russia had already demonstrated its willingness to use military force to change Ukraine’s borders. Yet Merkel’s government continued supporting a pipeline that would deepen Germany’s energy dependence on Russia. Critics warned that this would strengthen Putin’s influence and undermine European energy security. 4. Shutting down Germany’s nuclear power plants After the Fukushima disaster in 2011, Merkel reversed Germany’s nuclear policy and accelerated the phase-out of nuclear power. Critics argued that Germany was removing a major source of low-carbon electricity before renewable energy was ready to replace it. This increased the challenges of maintaining a reliable and affordable energy supply. 5. The 2015 refugee crisis Merkel’s famous statement, “Wir schaffen das” — “We can manage this” — became a symbol of Germany’s response to the refugee crisis. Her government was criticised for inadequate preparation for the large number of arrivals and the pressure placed on local authorities responsible for reception and integration. The crisis also created deep political divisions in Germany and across the EU. 6. Short-term pragmatism instead of long-term strategy Merkel was often praised for her pragmatic approach to politics. But critics argue that her government failed to consider the long-term consequences of several major decisions. Germany became heavily dependent on Russian gas while reducing its nuclear power capacity. At the same time, Europe failed to develop a sufficiently coordinated response to the growing security threat from Putin. The result? Europe became more vulnerable to Russian energy pressure, Germany had to rethink its energy strategy, and the war against Ukraine exposed how badly European leaders had underestimated Putin. Schröder helped Putin gain influence through energy and business. Merkel’s policies deepened Germany’s dependence on Russia. Europe’s problems didn’t appear overnight. Some of its leaders spent years helping create them. And Ukraine is paying the price in blood. 🇺🇦

acergum

There will probably also be an increase in racist rhetoric like blame Muslims or Chinese or Germans. Maybe a rise in anti-EU sentiment. Bring back the franc! Lol

Rock_or_Rol

There’s 10 rules to stock trading. 1. Buy high, sell low. If you do that right, you don’t have to worry about the rest. Facetious, but genuinely that’s all there is to it. WW3 risk, rate hikes, bond fire sales, crack spreads, rampant inflation, erratic political action, rocketing oil, risk as far as the eye can see, torpedoed revenue/growth from the AI flagship, circular financing, blatant market manipulation, currency manipulation, disposable income rapidly declining with the economic class that actually spends instead of parks it, fake earnings, tariffs, sanctioning our allies… it’s all bullshit. This market reacts to uncertainty like it’s a good thing. We’ll crash on 🥭 threatening EU tariffs for Greenland but chop up between rate hikes, historic crack spreads, oil shocks, diminished economic activity and ridiculous inflation. The only thing propping it up is us.

CleanReplacement1525

No bubble. AI is revolutionary. Productivity gains are insane and will accelerate. You just dont understand how deep this goes. EU going down a toilet due to horrible government policies. US tech companies have captured 70%+ of their AI/Cloud markets and will accelerate. Too far ahead. China wont be trusted. World going to shit and the US markets are the last safe place to make a return. People all over the world who have access are pouring money into US stock market. Youre about to miss the biggest secret bull run in history if you keep believing this nonsense. I swear the smart money is pushing these anti-AI stories to shake out the weak hands and grab all the shares for cheaper.

lihoslavl

Whoa, you are finally getting my point! It is true, noone in the West wants nuclear winter, it is true. What also is true that they want those resources for free which means they want Russia to be forced in non-nuclear conflict which drains Russia's resources and allows it to split one more time (aka decolonization shite). I publish wiki sources precisely because they are Western-biased and not neutral as they used to be. The US is constantly involved in some kind of wars / military operations and 0 shit given by everyone. In 2000s people in Russian elites dreamed of united trade and military alliance from Lissabon to Vladivostok. Noone in the West wanted it, of course because in reality all these alliances (NATO, EU) are formed to oppose Russia. This is the real reason.

AarowCORP2

If he truly wanted that, he would have just blamed Ukraine for “not making peace with Russia” and turned on them/nato as soon as he entered office. Neither would he negotiate in the aluminum/steel trade war with the EU last year.

relevant_rhino

It's not like the US will geat any meaningful amount of Diesel from Russia. It's a clown show. However i would suggest the EU should take all the shadow oil tankers, empty them, let them free again, repeat.

Content-Pop-690

Lmao bit sure why this is downvoted…. Fucking short the EU whole continent is shut comped to Asia

Darthmook

So apparently now all your biggest customers and allies in the EU and Canada are bad! And a tiny tin pot failed economy Russia is good, as is the financial parasite Israel... Good luck trying to generate the same level of business with those two..

vitaliksellsneo

EU benchmark prices it by the ton, US benchmark (heating oil) is by the gallon and Asia is by the barrel.

GreatDiscernment

Trump’s FRIENDS: (1) Fuel from Russia, (2) Potash from Belarus and (2) Toys from China. ENEMIES: Canada. EU Hello Republicans??? Knock! Knock! Anyone home???

RV7DR

I'd also add that ARM is facing both and FTC and EU are investigating Arm Holdings for potential illegal monopolization and anticompetitive licensing practices in the semiconductor market. ARM was also in court this week defending itself in a pretty high stakes, and potentially very costly, case with Qualcomm. Up to you- but I am staying away from this one. I'd say it's vastly over inflated price currently

Glittering_Wash_8654

With what leverage? The only way for him to do it, is to go to the EU and make them stop funding Ukraine

fezzuk

Hope EU countries stop these illegal shipments.

mnztr1

Have not seen that they have the weaponry thus far to do more then temp damage. And if they do then more EU and US farmers will go bankrupt, food prices will soar and many people will starve to death. So be careful what you wish for.

Additional-Stuff-700

Weldone Agent Krasnov you acomplished your boss request. There goes the American trator system help ruzzia to get more money to keep on fighting jn Ukraine. I no longer care about the fuckup America its a desgrace and hope they will colepse like the Ceaser regime did and hope Canada joining EU and make a strong Western alies to end the shitty American power which is unreliable.

Domi4

The Play was to make Europe dependent on Americal oil and gas instead of Russian. Now when that became true, je went for the cheap Russian oil. Now Trump is disgusting for behaving like this but this is going to End relationship between EU and the US as it was. This is betrayal. Plan and simple.

confused_teabagger

Russia raises prices for the oil, then US raises prices for the export of that same oil to Europe. So that Europoors have to eat it all! Putin played T-Diddy like a fiddle. It is almost sad for EU.

Ja1ax

Russian oil and fuel is under sanction in the EU. This, if true, is a big middle finger to Ukraine and the EU. Total POS. He is driving the US further and further away from the rest of the world and creating irreparable damage.