EU

Decimerusi

EU markets set to be mostly flat this morning

Tifoso89

Hopefully the EU will break it up https://www.politico.eu/article/google-break-up-collision-course-brussels-over-ad-tech-case/

FordF150Faptor

And better technology. US tech is unmatched in the EU and access to Chinese markets is extremely sketchy

andyfitz

They are probably the most professional to deal with out there but things like the EU admission that it cannot guarantee data will not be given to US authorities under the cloud act could absolutely limit your “governments around the world love them” claim in the near future

Forgiz

Not a popular choice, but Petrobras. It is by far one of the best dividend generators out there, with a massive upside. Greenwashing is starting to bite and even the EU is starting to question its own values on ESG. It is likely that oil is there to say for a little longer.

drbigtoe

Turns out you can just walk into the oval office and say shit. There is no reason to believe they are going to invest this money- similar to promises made by the EU

Charming_Raccoon4361

EU investigating AMZN and MSFT again

Late-Tadpole-2318

wtf is this rumor about 🥭 and EU prepping for a possible cloud crisis

WIWIWIWIIIII

The EU without me cause I’ll be in Lugano drinking negronis

myboywears

Lol. The EU & US have been in a proxy war with Russia since it started. What do you think all the money and weapon donations are for? Keep up. Try another fear monger tactic Bear.

Ok-Analysis4121

The EU is about to go to war with Russia. This shit about to freefall

Happy_Discussion_536

US is far worse fiscal situation than EU and most developed nations now. Many of those countries are going to be running fiscal surpluses. Debt to GDP is much lower and sustainable. We're running WW2 level deficits and heading towards bankruptcy status very soon. For context, we spend almost 20% of GDP on healthcare with healthcare costs rising 7%-9% last few years. Many nations are around 10% of GDP and some even mid single digits. We spend 3% on the military, that's it. Military isn't even scary anymore in terms of spending. It's the parasitic healthcare industrial complex.

Happy_Discussion_536

US is far worse fiscal situation than EU and most developed nations now. Many of those countries are going to be running fiscal surpluses. Debt to GDP is much lower and sustainable. We're running WW2 level deficits and heading towards bankruptcy status very soon. For context, we spend almost 20% of GDP on healthcare. Many nations are around 10% and some even single digits. We spend 3% on the military, that's it. Military isn't even scary anymore in terms of spending. It's the parasitic healthcare industrial complex.

moldyjellybean

I visited the EU and SE Asia a trip to the hospital with X-ray and some meds was less than $20. Here with insurance like $500/month then like $20 co pay, then a blood test they wanted to check other things like iron which isn’t covered they just said we want to test that, no price. They just send me a bill for any extra $250. It’s such a joke

No_Aerie_2717

I strongly believe that this will be multibagger in future. EU banned LNG imports from Russia. [https://www.consilium.europa.eu/en/press/press-releases/2025/10/20/council-agrees-its-position-on-rules-to-phase-out-russian-gas-imports-under-repowereu/](https://www.consilium.europa.eu/en/press/press-releases/2025/10/20/council-agrees-its-position-on-rules-to-phase-out-russian-gas-imports-under-repowereu/) REPowerEU is increasing LNG terminals and gas network. [https://commission.europa.eu/topics/energy/repowereu\_en](https://commission.europa.eu/topics/energy/repowereu_en) VG is making deals (long contracts)with EU countries every week/month. Ukraine buy more US LNG through Greece (VG is the supplier). New Japan contract was announced this week. Trump is trying to push LNG exports higher. Trump has praised CEO and Venture Global in live feed. DOE allows expansions. BP loss is just temporary. Business continues. Analysts are still trying to pump the stock over 11-15 USD range knowing BP case.

ecnecn

Bubble/Fake Hype guide - BYND Edition: 1. Fake "I bought more." Screenshots with fake portfolio 2. Upload Shorts Fail-To-Deliver Charts that you do not understand but "something with short squeeze" 3. Generate a ChatGPT text with: "Write a short text why Beyond Meat will grow." (Extra points: use the free version with no reasoning and no internet access) 4. Go to the next supermarket and fill your bag with Beyond Meat products for a photoshooting round then leave them in the supermarket. (Believe it or not I have seen this first hand last week) 5. Downvote voice of reasons or attack them directly. 6. Spam some AI generated pictures with references to gamestop hype with generic braindead one liners about strong apes. 7. Act like the product is exclusive ... do not mention one of the 30 other brands with partly better product line. 8. Go to McDonalds and order the last McPlant menus and take a photo (ignore the face that McDonalds has removed McPlant in most of NA and EU McDonald’s restaurants and just selling their remaining stocks. 9. ... go to the mirror and tell yourself: I did not waste my life savings on this - then repeat 1-8.

_DoubleBubbler_

Yes a good earnings presentation and I think the future looks very promising, more promising than before I saw the presentation for various reasons (e.g. the hundred million opportunity and they are eligible for the EU’s IRIS² constellation supply chain). I also particularly liked when first investing this year the fact they were involved with AST, as that company has a very bright future in my opinion. To have designed the pivotal AST5000 chip, with 10x bandwidth compared to the previous chip, really stands out for me. Yes the budget on the 26th will be interesting. I lobbied Rachel Reeves (Chancellor as you’ll know) and Lucy Rigby (City Minister) about abolishing stamp duty on UK share purchases entirely, or at least for under 30s to better foster an investor mindset amongst the next generation of investors. I didn’t receive a response however I hope my suggestion (echoed by many) will not be ignored. 🤞

Jerikolol

We are just beta cucks, we're concerned about the US, since we dont have any industry or companies in EU

dasboot523

How do I invest in EU?

MidNightCheck

LMIA in EU. High end li-ion batteries for sportscars and heavy industry. Just got all certifications, factory is ready for production, cooperation with BMW, Porsche etc. Latest analyst reports (last week) show +200% potential... Yeah, that is my bet.

liquidtv78

feel good to just be cash and playing EU5 today. yeah I'm still poor but at lease I'm not more poor

constructiontimeagnn

Energy is Hedge. $EU The Supposed AI bubble, won't mean anything for energy use. AI LLM has become fully ubiquitous and taking over, replacing the classical $GOOGL search. This won't go away with some over extended loans or credits by the hyperscalers. The massive energy usage will only continue to climb. If Anything Energy is a HEDGE against the AI bubble or ANY bubble for that matter, especially entering higher energy demand winter vs fall. https://preview.redd.it/u0nr5fe91v1g1.jpeg?width=800&format=pjpg&auto=webp&s=c2a80a7e7a8f4470b6168be4400c17fa14e8403f $URA $LIT.X $IBATF $KMI

alderson710

I also own EU citizenship, so idgaf about 🥭 stupidity

Reasonable_Skill2149

Again : 1. You have unproven presumptions 2. You’ve insulted me 3 times. So it’s payback time: 1. I’m 10% in stocks, 90% in cash waiting for the collapse caused by that Narcissistic Psychopathic maniac as President plus the $ 38 trillion + $ 225 trillion ( in upcoming social security debts ) + $ 225 trillion in derivatives . Plus the hundreds of trillions in government debts held by EU, China and Japan. 2. I don’t know whose diseased appendages you dribbled off but I’d wished they’d kept the baby not the afterbirth. Now go do one.

Starship_Albatross

First: Stop looking at the day to day movements, that's trading - not investing. (for some it's gambling) Banks are not great for retail investors, find a investment platform that's common in your country (if you are in the EU, use one that's insured under EU rules), or a bank that focuses on online investing products. There must be and have been plenty of people with the same or similar questions on starting, so look around. I started with tech stocks, did good. Tried catching some hype stocks, got burned. And note: many products in development sound ingenius, but that's often the marketing department, so don't bet it all on research, inventions, and ideas.

resilient2

VT COST GOOGL US and EU defense & aerospace ETFs. Next gen battery tech like AMPX BTC

hardcrepe

Living in the EU while being able to invest in the US is a glitch.  

LBishop28

I’d remove Anthropic. They have a great model based on enterprise API usage and are backed by Amazon. I think Mistral being the EU’s homegrown LLM means it will stay around, whether success stateside or not. Perplexity is likely not going to exist. Cursor probably not either.

a_Sable_Genus

I could see Tesla faltering further as they continue to bleed people and not introduce new product beyond stripped down designs from 2019. While they continue to promise things they still haven't delivered and may never be able to, they do have guberment contracts to help them out though. They seem to be able to convince government to give them millions on his other projects to build tunnels to nowhere to "alleviate" traffic. I can't see Google going anywhere. The current administration is very friendly to them and the rest of the tech companies. Many of the anti trust investigations against them were dropped with the right amount of donations to the administration. The EU's investigations will not be enough to force them to do anything substantial. Target isn't a crazy thing to suggest. Department stores aren't a good investment when going up against services like Amazon or Walmart. Target did completely mess up their expansion into Canada buying another failing department store chain and then thinking they could replace the supply chain overnight with theirs. While it was 10 years ago now, they did lose 5.4 billion on that BS. That was a big fuck up. So how much are they losing on the domestic side of things with using the same decision making skills that got them into that mess is what I would look into. The optics on their decision to reverse DEI measures hasn't played out well for their stock price either. They are lucky the real estate market isn't as strong these days, or Private Equity could have come in to try and Red Lobster their properties against them.

kaapooj

Bullish: EU will reach 1.4% growth in 2027

2020isgreat

I'm down to crash but EU has to crash harder

Tight_Ad3985

It simply means that he knows China will win the AI race - and like Elon, he's ready for whichever way things go. Be reminded that Elon has factories in the US, EU and in China: hedged for any event.

DestinyyyOfficial

Nobody gives a fuck about EU. SPY 700 EOD

Decimerusi

EU index futes indicate opening red

vaksninus

Piracy options like Stremio is far superior than netflix, 10x the selection for no cost. I cancelled the subscription I buy my mom since they had none of the series she liked anymore (friends got removed last year, monk and other detective shows just not available, at least in EU). Shit product in EU at least now.

sicklyslick

I mean, are you not aware China is the only individual country with their own space station? With the ISS deorbiting by end of the decade, China will be the ONLY space station in Earth orbit until EU gets theirs up. Also, China has self landing rockets boosters as well. Did you not see the recent news? The 3 Chinese astronauts were stuck in tiangong because debris struck their return vehicle. Instead of waiting 9 months like the NASA astronauts, China was able to sent a alternative return vehicle in 2 weeks and the astronauts have returned safely. Then, they were able to confirm there was micro cracks on the damages return vehicle, although it has returned back to earth safely as well. In terms of starlink, they have it. Only 100~ satellites but they are launching more. As for pubic/non state owned companies, there's ehang, LandSpace and Galactic Energy. I think Ehang is the most widely known one. ISHOWSPEED rode in one of they're VTOL during his China stream. And obviously DJI for drones although it's not really relevant to SpaceX. All this information you can find yourself. Idk why you need to ask

Country_Gravy420

Huge tariff reversal. China backing off. EU actually caving to 🥭 and stimulus checks coming with the rate cut to 0%

kaapooj

idk exports to US slowed down but increased significantly for EU, taiwan, korea, malaysia, indonesia and thailand. monthly exports by country: https://tablebuilder.singstat.gov.sg/table/TS/M451301 monthly imports by country: https://tablebuilder.singstat.gov.sg/table/TS/M451491 seems more related to tbe AI theme (taiwan, korea, malaysia) and reaccelerating growth in thailand, indonesia.

Dalewyn

>If China can deliver a marching robot army before Elon can deliver a single Optimus update… should we be worried about who’s actually leading the robotics race? If you're worried *now*, you haven't been paying attention: China has been leading in robotics for *decades* now, mainly because they don't have to deal with religious and moral concerns unlike the West. The same can be said for many other fields of science including medicine/health, space, and so forth. While the US looks at the EU calling it a regulatory pandemonium, China looks at the *rest of the world* calling us all a regulatory pandemonium. Who cares about the Geneva Suggestion when you can become The Geneva?

TedRabbit

Lol, fair enough, but that not a great case for buying EU bonds.

undeadxoxo

100% safe, we haven't got a tech industry in the EU because we regulated it out of existence, for better or worse

TedRabbit

You dont think the EU will print to save their economy when the crash happens? The EU isnt some fairytale land off yonder. It's deeply connected to the US financial system and stock market.

OrdinaryPhilosophy32

He is talking about EU bonds, they are safe might even increase in value if the market drops and or us dollar falls even further.

TedRabbit

Lol, you think the EU is safe if the tech bubble pops?

HammerTh_1701

Yeah, options isn't how you win this. The best bet right now probably is to keep money EU govt bonds and then pivot into US tech once they've crashed because they'll rise again *eventually*.

AEStation404

Depending on how OFAC or the EU formulates its sanctions, that may or may not be allowed. I'd pull out if an invasion of Taiwan seems imminent. Right now, it doesn't.

OrangeTheFruit4200

Why does it actually matter? And the market isn't that red, if anything it's perfectly neutral. 50% fib retracement from the ATH selloff. Imo cointoss, really depends if markets suddenly start to care about rising yields, (makes ERP lower), rising USD (less inflow from EU or other funds) and valuations, which haven't changed much tbh. Stocks are around 0.8% cheaper valuation wise, with higher risk. Also as someone from Europe. The EU is pretty fcked atm due to increased military spending, rising govt debt, austerity + high inflation in Eastern Europe, slow or no growth in Western & Central Europe. So possibly less inflows from us europoors by default. We're also relying a lot on domestic & international consumption (consumers are fcked in general), don't have a tech industry and no reserve currency status. I think just play both ends? It will resolve and either full rug or short squeeze. Honestly after EoY I think it all blows over. Fed already mentioned that's when they stop QT and they'll be doing short term yield control cause treasury markets are pretty fcked atm. If the financial plumbing is unfcked, markets stabilize.

dominicusbenacus

I do understand that you advise not to do it. Not do biotech if you do not hold super deep expertise. Well, I have heard this in many ways and different fields. Personally, I made a career in developing software algorithm and systems for autonomous driving. From scratch to series release. I heard it with stocks. Do not do it. But give the empiric statistics, buying an ETF is very smart and simple. I heard it with investing in general. I heard it with learning playing drums if you already in your 30ties. Now, I play. I heard it with programming or software engineering. Now, I started at 28 and became good enough to lead the autonomous driving software stack team. Biotech is special, I agree. However, what I learned in autonomous driving is that a robust system can cover for a lot of inaccurate and uncertain data in order to ensure the car breaks at the right moment or does not break if it must not(as important btw). Therefore, I did create a basket bet and filtered 10 biotech stocks down from more then 300 of U.S., Asia, and EU. I used a two step filter. Quantitative and Qualitative. Tbh, the filtering itself was a bit more layered but on the abstract level it was two steps. The quantitative filtering was designed based on empirical data about survival criteria. On top, I believe that after 4 years of funding winter in Biotech since peak 2021, there has been a natural Survival filter taken place already. Hence, my filtering is based on already natural filtered out stock universe. While I am certainly not a biotech expert and never would claim that I found the winners, I am very sure that my 10 biotech basket stocks are more probable winners than a common biotech ETF at this moment. Well, tell me if this logic has major high level flaws.

horrible_jokes

Medical professional here, very cautiously excited about this company. The FemBloc and FemSeed products have enormous markets and the EU expansion seems promising so far. Future dilutions definitely possible (almost certain?) but the upside is still big and we have a way to go. Been reading through the clinical trials reports and have some thoughts to share. The device needs to block both Fallopian tubes to prevent pregnancy; after implantation, a follow-up test needs to be done which basically inflates the uterus and tubes to see if there are any holes. Early on, in the 2017/18 trials, there were issues with this confirmation test's reliability which led to 6 unplanned pregnancies and the exclusion of over half of the study's candidate pool from analysis. That isn't great but the investigators point to an issue in the confirmation test equipment in the early studies (it wasn't inflating the womb and tubes enough to allow proper ultrasound visualisation) and seem to have made adjustments to the confirmation test for follow-up tests. The FDA has allowed them to progress, but the confirmation reliability results are a place I'd watch very closely moving forward. The actual effectiveness of the implantation procedure also needs further study. Only 51/101 had confirmed blockage of both tubes after one insertion procedure. If this doesn't improve or is found to be worse, it would get in the way of FDA approval and market adoption. So this should also be paid close attention to. I've only really seen bullish sentiment on this microcap so far, and while I am also quite bullish on the potential upside, I wrote this up as a reminder that there are still insane risks on this stock because it may yet fail clinical trials. Be careful putting your whole port into this one. Do your own DD, this isn't financial advice. Cheers 1. https://www.opastpublishers.com/open-access-articles/fembloc-nonsurgical-permanent-contraception-for-occlusion-of-the-fallopian-tubes.pdf

Coenn

Thanks for the clear rundown! Yes, so for long term investment that spread is not something I'm worried about. The thing I was worrying about was that the low liquidity would mean I would not be able to sell in the event that I would need the money quick. That doesn't seem to be the case then! Other than that, for me the annual 'loss' of 0.1-0.2% is worth it. And good point that Min Te might mess with the 'purity' of the ESG screening. I'll look into that. It seems that there is not a big thing I've missed according to you. That is something I'm happy about. I might tone down the EU-heavynes soon, but I prefer a good EU presence in my portfolio.

pickledough

The caps are only in EU. Balkans don't have them.

Altruistic_Click_579

Denmark is dissociated from their stock market because Denmark is tiny and so is its stock market. Its stock market is also dominated by Novo Nordisk. The Danish economy (as is every OECD economy) is however strongly tied to equities that are traded on stock markets. The valuations of the companies in its tiny market don't move the needle much, as their market is tightly integrated into the EU single market and world markets. Its currency is pegged to the euro. The difference with the US is that the US is huge and its stock market is even bigger. Any kind of pension plan worldwide is invested in US companies, so its not just Americans who will get hurt by a US recession.

Walternotwalter

The dollar also ripped from '20-'22. The dollar has gone down but probably only half of the drop is policy based and the other half is simply mean reversion. It's lost on most on here that as bad as the US debt issues are, most other places are worse when you factor in economic growth in, for example, the EU.

eoiioe

Isn’t it being basically banned in the EU? Lol

varlius966

Multiple stocks, also i don’t have PDT rule, I am based in EU

AllCapNoBrake

Heck no. He's also a zionist. I mean, Harris is too....so ya, US also fuk like Canada, Mexico, and EU. All compromised.

greytoc

Would you mind sharing the outcome? I'm really curious about it. I've sorta wondered how T+1 impacts ADRs. The UK isn't going to T+1 until towards the end of 2027. It's some kind of coordinated plan with EU and Swiss markets.

pseudo_rockstar

im just thinking what will he do to shift focus from him blowing bubba. 100% tariff on EU, maybe?

LittleBoy1954

What steps have you taken to prepare for trading a derivative product like options? Read any options trading books? Visited any options related websites to avail yourself of (mostly free) options educational material? Developed a WRITTEN trading plan? A daily game plan? Trading options is NOT gambling. They are a financial product that requires some knowledge of how they work just like stocks, bonds, money markets, houses, cars, and a plethora of other products. As an aside I made $400 today. How? Trading SPX Index options, 5 credit spreads each (2 strikes wide) on both Puts and Calls, 1.5 SDs, .04Δ-.08Δ, 80-90% Prob OTM, and all 0DTE. It's not magic. It's how my trading plan is written. My plan also includes a pre-market studies drill, world market review (Asia closed, EU mid-day), and a host of other pre-market activities that suggests how the U.S. markets will open and react. I place my first trade between 9:45 and 10:15 depending on the market open. At about noon I may close one or both my spreads and open one or two more. You are 100% correct, what worked last week (or yesterday) may not work this week (or tomorrow.) You need to factor that in when you write you trading plan. One thing I do not use is technical analysis. Moving average crossovers, relative strength indicators, macd, Bollinger bands, and the 200+ indicators that exist tell me absolutely nothing about what the market may or will do. Only where it's been. I rely on volatility, Black-Scholes-Merton, probabilities, etc. Trading options "on the side" is not something I am familiar with. I trade options full time and treat it like a business (I have IRS "Trader Tax Status" status (See IRS Tax Topic #409.)) Step back, do a little reading, then reenage. But know that this is not a game. Best

IamtryigOKAY

Just when Goog feels free, few more lawsuits from EU 🤣🤣🤣

PeaceForMost_NotAll

It’s not just data centers. High level: 1. Infra: data centers, newest Nvidia GPUs, sovereign data storage across EU (EU regulations forbid customer data to transfer between countries but Nebius solved for this, which means they unlocked EU customers for both EU and US customers) 2. Their orchestrator stack which maximizes utilization across GPUs serves both small and enterprise customers (Cursor and Microsoft as example). 3. Their uptime on inference allows them to outcompete general providers like AWS and provide continuous low latency inference for application and foundation models. This integration is key. A job that takes 190 hours to train, Nebius can complete in 152 hours. THIS IS THE STACK COMPETITIVE EDGE

ShittyUsernane1222

im bullish on tech and AI. the exception being the US. In China, there is actual industrial demand driving the ai and robotics industry. In EU, there is ai new-comer companies like mistral and a bunch of eu initiatives to super scale ai and robotics companies therefore potential new-comer risk and advantage. Meanwhile the US is bipolar between autocomplete is literally SATAN or JESUS and thinks that its brand of spicy autocomplete is AGI meanwhile full-porting its money to ai grifters who barely invest in ai research and infrastructure besides big datacenter(TM).

C_arpet

I understand the USA stocks I'm holding shitting the bed, but in the last two days my EU stocks have dropped and now today, so is Gold. So much for trying to hedge my risk. I might as well go back to Yoloing everything on one stock.

2020isgreat

EU did not go down as much as I wanted

ratulotron

Makes sense. The employment data hiding is a huge smoking gun IMHO. I will see how the next week goes, I am not entirely derisked from US yet, so if there is a pull back that will be my opportunity to reduce VOO. Honestly I am waiting for that 10-20% drop to deploy my dry powder to VWCE, while doing DCA to EM and EU. Last 5 years VOO worked nicely but I don't see any benefit in buying more at a high price while putting myself in a narrow space.

random120604

EU Q3 gdp forecast beat. 1.4% vs 1.3% forecast. Might a trend upwards

random120604

EU GDP data in 6 mins is only thing that can save my ass

Lemurtime2

Have held a tiny amount of this stock for years..it is a very frustrating stock. The safety profile looks great, their main Alzheimer's candidate, has consistently shown to have a positive effect...and yet we are endlessly waiting on final approvals, this time on the EU. They should approve it, and a big Pharma should buy out the company, or at least offer for a big price..but so far nothing. But, if the trial data is accurate, the demand for their lead candidate should be enormous. Hopefully we'll find out soon enough...

bearhunter429

#EU5 looks legit sick but it also looks like it has so much micromanagement that game feels like a chore to play LMAO🤌

throwaway9gk0k4k569

I appreciate this mature take. I like the company, I even own the stock, but when pumptard kids push a stock like this, you should be really nervous. It's obviously become a meme. NBIS is getting pumped by EU and RU kids and it looks scammy.

draw2discard2

Zeal Networks (German company that does lottery infrastructure). I bought it in 2022 when the EU was going in the shitter so I figured that lotteries would be big. It has gained roughly 50 percent not counting that when I bought the Euro was really low and it is much stronger now.

zjm555

It's on an EU exchange.

Spare_Elderberry_418

I am loving EU5 (but Vicky 3 will always be my beloved) but it has been over a decade where you could call paradox an "Indy" studio. They one of the big ones now. 

Inevitable_Act_7026

EU5. None other worth mentioning.

DervishDude

I am also frustrated by the lack of PR, but calling this a scam is a big stretch. If you look closely at RVSN's announcement, they signed a non-binding term sheet to acquire 51% of Quantum Transportation Ltd. The deal is for the issue of a convertible loan of up to $700k for 24 months, which Rail Vision (at its own discretion) can convert into shares of Quantum Transportation. It sounds like the monies are needed to complete the EU patent process, or make an application in other jurisdictions. Prof Lior Wolf, who is behind the patent, is a known AI researcher with multiple granted patents ( [https://patents.justia.com/inventor/lior-wolf](https://patents.justia.com/inventor/lior-wolf) ). RVSN is effectively buying control of a company whose main asset is a pending patent. It’s common for joint ventures involving only a patent to be newly incorporated and have board members from the business buying the JV. Convertible loan is at RVSN's discretion, so if the patent doesn't materialise at the end of that period, they walk away. Saying a patent was “granted” when it’s still pending is not ideal. I agree that the wording in the press release could have been clearer. But can't complain of lack of PR and then be suprised when they actually release PR and try to make a big hay out of it! Also, if you read the patent application, it doesn’t claim to be about quantum hardware, it’s about error correction models, which are valuable for large scale AI systems and quantum computing technology. Companies in this space in Israel have raised significant funding recently, so the technology is relevant. Given the amount of data RVSN produces, may be they are looking for alternative revenue sources? CEO mentioned at the LD Micro Main Event that contracts in this industry take time, but once they land, the stock will fly.

DigonPrazskej

Nah thanks bro, I got rid of us stocks with this puppet inaugurated. EU rocks tho ;)

AdPotential773

I don't know what you mean about them not being actually American. If you mean their place of manufacturing, sure, but the companies that hold their IPs are American, the work put into designing those products was done primarily in the United States and funded with American money, most of the revenue they generate goes to the USA and the government they would obey in the event of a conflict is the American one. It doesn't matter that engineers from all over the world work on those products or that they are manufactured overseas. Right now, as a European, there is basically no way to get something as fundamental as a computer without most of that money going to the United States. Also, if the USA government suddenly decided that these companies can't sell their products to a certain nation, there's nothing that nation could do about it other than start an extremely costly process of either switching or making an alternative because you can't just stop importing CPUs and GPUs and still pretend to maintain a modern economy unless you yourself have companies, which in Europe we don't, and that's why the EU is currently pumping insane amounts of money into any half baked startup that promises making a European CPU (there's also ARM but that's also not in the EU and the CPUs they make are not a replacement for Intel/AMD ones in many of the most important use cases). The USA debt is literally nothing special in today's world. We have France on the same debt/gdp ratio here and other major EU economies at the \~100% mark. Outside Europe there is Japan with a larger debt than the combined GDP of the 3 largest EU economies put together at 234%. Even China is sitting at a debt/gdp of almost 90%, which is still super high. If the USA goes down because of debt, we are all going down with it, together with the entire modern monetary system. Keep in mind that at no time I've said that the USA won't face any trouble. What I'm saying is that I don't think they will face any more trouble than the rest of the developed world will and that the USA has not lost any protagonist on the western economy. I see no reason to start weighing your developed world investments away from the USA, though whether emerging markets should start being a bigger part of most portfolios is a legit debate.

Wonko-D-Sane

I moved TO America... I am an EU national passport holder, and lived in Canada for 30 years (citizen passport holder).... The Americans are the only ones that make sense to me and I can't wait to get me one of those passports.

resilient2

Got a little in the ETF EUAD, along with it's great EU defense aerospace exposure.

grouchy_baby_panda

That was when they were in the EU and many countries were more invested in the US and trade. Now they're all making arrangements to live without us (rightly so given current leadership) so I really wonder if they'll be as hard hit in the future when things crash here.

re-thc

We've already had a similar story unfold with electric cars. China largely won. US and EU used tariffs to "survive" and that's how it'll likely to play out here too. DeepSeek got banned in many Western countries citing "security" issues.

kaapooj

lol the new EU probe into Google could cost them $11 billion https://www.bloomberg.com/news/articles/2025-11-13/google-hit-by-fresh-eu-probe-into-suspected-news-search-abuse

_hiddenscout

Still hard to bet against solar from an utility stand point. [https://ember-energy.org/latest-insights/q3-global-power-report-no-fossil-fuel-growth-expected-in-2025/](https://ember-energy.org/latest-insights/q3-global-power-report-no-fossil-fuel-growth-expected-in-2025/) >**Record solar power growth pushes clean power above demand growth in the first three quarters of 2025.** In Q1-Q3 2025, solar generation grew by 498 TWh (+31%), compared to the same period in 2024, the largest increase ever over a nine-month period. Solar output in the first three quarters of 2025 has already surpassed total output in all of 2024. Combined with moderate growth in wind generation of 137 TWh (+7.6%), total solar and wind growth (+635 TWh) exceeded the increase in demand of 603 TWh (+2.7%). Nuclear’s increase of 33 TWh was more than offset by a fall in hydro generation (-54 TWh). Consequently, fossil generation remained similar to 2024 levels, showing a minor fall (-17 TWh). >**No fossil growth expected in 2025.** This step up in clean power growth, combined with more moderate demand growth leads to Ember forecasting that fossil power will not rise in 2025. This would mark the first year without a fossil generation increase since the Covid-19 pandemic, when lockdowns caused electricity demand to fall. In the first three quarters of 2025, declines in fossil generation in China (-52 TWh, -1.1%) and India (-34 TWh, -3.3%) tipped the balance of the global trend in fossil generation, and even balanced out fossil increases in the EU and US.

resilient2

Mining ETFs for copper, silver and gold. US and EU Aerospace and Defense including drones. Googl, Cost, WM.

Orobayy34

Chips are the moat in the sense that they're where companies can reduce their MW/token ratio. The NIMBYs won't allow sane power plant construction, so you have to make up for it with highly engineered chips. This is WHY NVIDIA is so much more valuable than competitors - their chips aren't just better on a per-unit basis, their amortized cost for a typical lifecycle is actually _lower_ in power-constrained (read: US, EU) contexts. Ironwood is valuable because it's even more efficient than the more generalist NVIDIA chips in certain contexts.

lOo_ol

To put this in perspective, the United States has roughly 250 GW of installed photovoltaic and concentrated solar power capacity combined vs. 350GW in the EU and 1,100GW in China. In 2024, China added 278GW to their grid, so every 6 weeks what the US now expects for the next 12 months.

xXFoxyGrandpaXx

EU investigation, again

Xx_ThatThiccBoi_xX

$11B EU fine

Pax19

As of this week my European stocks/indices have begun to outperform the US ones. I can think of Poland and Spain both hovering around 40% YTD; might very well double down on the EU stuff if people are more willing to invest there due to perceived stability or whatever.

Melodic_Risk_5632

So Medusa knows something...stock markets are going down, coming soon to an index in your town. EU Stox are bleeding already

Jerikolol

worse.. im in EU :X

Jerikolol

Ok is this whats happening? * USA AH: small pump on govt shutdown ending * ASIA futures: dump on AI unprofitable fear +USA red catch up * EU futures: dump on AI is unprofitable fear + USA red catch up * US futas open red * US: 2 narratives fighting each other 1.) govt opens pump vs 2.) mag7 overpriced/AI fears. Whoever wins, will determine the color of the day (my hope = slightly green?). Or its all fake and ghey and whatever

tropicalia84

Don't fall for any bear traps, just about every index that matters in EU including STOXX 600 is hitting brand new all time highs. S&P and Nasdaq 100 will as well

kaapooj

EU readies fresh investigation into Google over news publisher rankings ft.com

MitsotakiShogun

I actually underweigh the US (being an EU citizen living in Switzerland, I have some VGK, and also Swiss investments in my pension fund), and have ~25% of my money on EUR gov bonds, because I'm over-exposed to AI (working in the field and all), so I made sure to have *less* exposure to AI stocks than someone going 100% VT or VOO... but you know better I suppose. And since you have an account with your real name on it, it makes perfect sense to expect others to use their main accounts for posts that could give away the company they work at, right? And *obviously* it's not worth speaking about the points raised, but just about the account age. Right? And people should obviously trust you, when you hide all your Reddit history, when mine is fully open and people can actually check what I post / comment and where? **Oh, wait, none of these is true**.

Lords3

In Europe, Azure often wins on enterprise and data residency thanks to the EU Data Boundary and tight M365/Entra integration, but AWS still has the deepest service catalog; pick based on workload and sovereignty needs. If you’re .NET-heavy, Azure’s Managed Identity, App Service, and SQL DB make life easy. If you want breadth and multi-country scale, AWS in EU regions with customer-managed keys or external key manager keeps most data local, and the announced European Sovereign Cloud targets Schrems II worries. To avoid US vendors, OVHcloud, Hetzner, and Exoscale work, but you’ll give up some managed services; common pattern is keep PII with an EU provider and run anonymized analytics in AWS/Azure. We’ve used Cloudflare R2 for EU egress control and AWS DataSync for bulk moves, and DreamFactory to safely expose on‑prem SQL as REST to cloud apps. Bottom line: in Europe, Azure fits MS stacks and compliance checklists; AWS wins on range and scale.

MatrixOrigin

>Cresco Labs is partnering with Blossom, the Company’s EU GMP-certified manufacturing partner in Portugal, to introduce three signature flower products, each aligned with specific patient effects. >Cresco products are now available via prescription through licensed pharmacies across Germany.

Oxraid

Let me get this straight - Finland's economy is stagnating, projected to show worst results in the EU. It banned trade with one of its largest trade partners, thus damaging tourism, timber, metal and other industries. Unemployment is hitting highest numbers in 15 years - second only to Spain. It's borrowing more money than before, projected to hit debt ratio of 87%. But instead of going into economy, these money will go to defense and help to Ukraine. And Finland's stock market is up 45%? Explain this to me.

Limp_Incident_8902

You think the EU isnt a bubble?

Limp_Incident_8902

Ooh, you seem to have read the latest headlines! How astute of you! And you mean the same way the EU just pumps money from good euro countries into the shit ones? See, works well!