EU

Affectionate_Egg6105

I worked at my last job for a big EU corp to make their 'Claude Code clone' before quitting to work on own project full time. I used Claude to build it lmao. I wouldn't invest in Anthropic if they were valued at 1/10th the price. DeepSeek v4 flash is about as good as Claude sonnet was 6 months ago for 1/100th the cause and less whiny bullshit about security concerns/etc. OpenAI and Anthropic are 100% fucked. They have no moat. In fact they have a reverse moat. They built ai that specializes in plagiarizing/cloning at scale. This same ai is really good at plagiarizing/cloning itself, so chinese labs and anyone else can just wait for them to burn shittons of cash to make the next 'ai breakthrough' and then copy it in a few months for the cost of a few Claude max subscriptions.

No_Put_8503

25% on EU. 75% on SRUUF. Check it in 5 years. Your balance will be a helluva lot higher than any other suggestions mentioned here.

Fo16

Amazon EU may face Italian trial over alleged unpaid import VAT

WoodPear

For now. EU overlords don't like it though, which is why they're implementing a protectionist Tariff that taxes cars not assembled in the EU and/or not using Euro sourced parts. Sound familiar?

McOmghall

I have to recognize that Jensen saying their cards are made in the EU (Malta) was peak humor

-mini-kuma

EU 🇪🇺 traders thankfully showing little care for Huang antics & CPI

Samjabr

Restrictions on NVDA chips to China is just as real as the EU not buying Russian oil/gas 🤡

Wapmen

I'm from EU and know nothing about that lon

PassableForAWombat

Huawei security cameras blow any US or EU counterpart out of the water for ALPR, haven’t tested with AXION but uh, Chinese tech does it quick and scales up quickly. As long as you know how to control network traffic it’s easy to shut off telemetry

GoodGuyMonday

Just Got Got EU time here

THAWED21

Real jealous of the friends who married Portuguese, French, and Polish spies. Those EU passports are gold now.

CoughRock

you should look over the EU market. 3x etf is too tame for them. They got 5x leverage etf. 5QQQ. pure insanity. Surprise they didn't show up in the news more often from people blowing up their account using 5x etf.

RoyaleWCheese_OK

Why would it be socialist? Its would benefit USA but to the detriment of the rest of the world reliant on US exports. I doubt it'll happen though but the EU needs to get a grip asap.

mulletstation

All Nordic countries combined are 28M people. Do you really think your local experience is an accurate reflection of customer acquisiton rate? How many people do you think live outside of the EU. They added 25% of their customer base in the last 6 months. Do you not see where the obvious trendline is heading?

FxkCanA

They have continued attacks since midterms. It’s pretty cheap for them to blow up an oil tanker. Houthis just bombed the Saudis yesterday. Absolutely nothing has changed. Iran has repeated their demands. In one hour I’ll see a post that “oil falls as unconfirmed rumours that Iran has lowered their demands” and then “Rubio says no deal is close as Irans demands are too high”. It’s all American media politics. There’s no real oil relief beyond the EU using some of its strategic reserve. The USA continues to deplete its reserve. The reality of how tight oil supply is will come to life eventually.

greytoc

Investing usually means placing capital at risk. That risk varies depending on the asset class. Minimal risk usually means some sort of bond asset. But that also means lower likelihood of growth. Scroll up - look at the educational resources as a start. Generally speaking at 18 years of age - you probably could afford more risk and using a broad equity index fund is probably the simplest way. On Revolut in Crotia - you have access to ETPs (exchange traded products) such as ETFs (exchange traded funds). Amundi or Blackrock ETF products are a good option. They are the largest ETF providers in Europe. Fee structure in the EU and Croatia may vary than other countries so be aware of those differences since this subreddit is US-centric.

Singularity-42

"EU is exit liquidity" Thank you for your service! 

antoine1246

Im from europe, its 15:30 here when US opens, i see it every day, we push the market up, US crashes it, once it opens. We share 2 hours of trading. Why ‘interesting angle’? Its literally what happens. EU is exit liquidity and why market generally opens higher and closes lower. (At least it was for a while, lately its no longer free money)

erratic_lunatic

EU market: whole portfolio +100% the past 3 years, no options

erratic_lunatic

join the EU market. US stocks are a total scam

FoodCooker62

First thoughts; Strong quarter, though not a blowout like last year., 8 cents of GAAP EPS is no joke. YoY comparisons look rough optically but Q3 last years results were not sustainable in the long run. Current results are relatively unimportant... The question is whether they can scale production (40 additional tons coming out of Canada and 8 tons coming out of Holland) while defending margins. It is surprising that they are already taking steps towards expanding Delta 1 production. I also did not expect Monahans coming into the picture for production. Interested to hear management commentary on this.   Balance sheet is A+ with $176m of current assets ($120M of which is cash & receivables) vs $112M of total liabilities.  They already have 0.17 EPS for the first 9 months, which is very strong. At current EV of about $300M, which doesnt account for very extensive greenhouse + indoor growing infrastructure, the company is valued very low. With m&a picking up and VFF trading at a similar valuation for what Aurora was bought out for (which has vastly lower profitability and a nuked capital stack), The selling point for Auroras takeover was EU GMP capacity and VFF is top dog in terms if EU GMP growing footprint. So yeah good report and no reason to doubt the course. 

Moepenmoes

I bet, sadly I could only read the transcript, interview was blocked outside EU 😞

mulletstation

Is that why the EU and China and Japan are also developing their own LEO satellite constelations? Because someone lied to them? Or do you think it's because the business case is there.

Moepenmoes

Where can I watch the 🥭 as a European? CBS blocks viewers from the EU

Moepenmoes

Just FYI: as a representative of the EU we have decided to extend our cash gang membership until the US market opens tomorrow afternoon Thank you for your attention to this matter!

BubblyMoose3597

What govs can do? The EU just put a 23% tariff. They want to put a limit on the number of cars allowed to be imported from China. But China is the bigest trader of almost every country so is not easy. And countries that do not have those necesities (of protectionism) are just being "invaded" by chinese EVs. Like Brazil. Also China is opening multiple factories in Europe to avoid the tarifs.

Moepenmoes

Serious question: Is my mom some kind of communist? She always talks about how she insists that the rest of the world should become part of the EU because "it would be better for everyone"

Uzunzatu

They will be listed somewhere on the ASTS sub but off the top of my head cause I'm watching football: Contract for Japanese sovereign constellation worth 1Bilion Beta testing / intermittent service before end of year Agreement with T Mobile who are gonna break with Starlink or maybe already have done I can't remember Allocation of EU spectrum Possible strategic investment incoming based on recent filings

tripping_on_phonics

Solar and wind power generation manufacturing would mot have achieved its presence scale were it not for concerns about emissions. China in particular pushed this at least partially as a response to air quality issues resulting from dirty emissions. It’s far from just an EU/Reddit concern. This is an American bias.

InquisitorCOC

Very few outside EU and Reddit are still worried about emissions The great majority of newly elected Democrats welcome ALL sources of energy generation

InquisitorCOC

Very few outside EU and Reddit are still worried about emissions The great majority of newly elected Democrats welcome ALL sources of energy generation

Valkyrie_Skuld

Broadcom (AVGO) EU/UK competition scrutiny of the $69B VMware deal (cleared 2023 with commitments); since then, ongoing EU heat over VMware licensing. Cloud trade group CISPE filed suit at the EU General Court in July 2025 seeking to annul the original merger approval.

Valkyrie_Skuld

US DOJ antitrust investigation opened Aug 2024 (subpoenas Sept 2024) into alleged dominance abuse in Al chips (~80%+ share). Parallel inquiries in the EU, UK, and South Korea. China's SAMR opened a probe Dec 2024 and issued a preliminary finding on Sept 15, 2025 that Nvidia violated China's Anti-Monopoly Law by breaching conditions on its 2020 Mellanox acquisition.

Mustatan

Sure, for EU AI companies and hyperscalers but not for foreign ones, they're building their own AI (and Mistral for ex. has become quite good) but for same reason, they're not going to allow precious energy resources or plots to be used for a foreign DC company. So it's not like this is something that would help AI companies, hyperscalers and Big Tech in the US. Even more so after P.R. disasters like Google with taht mess cutting down hundreds of thousands of trees in Finland. They're basically banned now from there and other European countries, and getting a historic fine of tens of billions because it turned out to be illegal. Same for other American AI companies or hyperscalers, only local would be allowed and even then with careful monitoring and environmental maintenance.

mulletstation

They're building infrastructure at a 'fraction of the cost' because their labor rates are 1/5th the western world and their steel/aluminum pricing is 1/3rd the US. The cost of semiconductors is identical between countries, cost of memory and equipment is also identical. And the chips they do have direct access to (i.e. not smuggled) are 3 generations back from EU/America. Their main advantage is power generation, and single party rule that can move 2 million people by force to build a random hydro-dam is not something the US wants.

advancedBison2

Also, cloud companies need to generally have a data center for a country they serve. By law you cannot send a server request or store data of EU users in data centers outside EU, same goes for India. Similar regulations are gonna be in for compute so they will have to build outside the US anyways.

nokom

Yeah, I’m sure the EU is super excited for more data centers 🙄

I_HopeThat_WasFart

I wish our country was not insane to prop up 2 trillion on an industry then turn around and pull it down, not to mention starting a pointless war I wish the EU was better but its glaringly obvious it is not Japan or Philippines are looking like an attractive retirement goal now

I_HopeThat_WasFart

i mean, being american is something terrible now, so, happy to put it into anything but the EU

CommunistsAreCancer

\>Regulation has never handicapped an industry. It's literally handicapping the EU satellite and AI industry as we speak

FaithUnindexed

Yeah, see how quick EU pivoted to EVs in just a year. I just moved to Sweden to a home with 24 solar panels, and a battery plus an EV that charges both ways. It is a game changer for my utility bill, and really freaking cool to run a 100% green house. Even now with only 6 hours of sun I can charge my home and car and sell excess to the grid. (Not to mention a 100% recycle household, where even food waste is turned into biofuel). I wish Americans had the same opportunity but I don’t know that the residential bit is feasible.

Fickle_Figure7587

The cost of Socialism is high and it's gonna crush speculative tech. Why are there are no big tech companies in the EU? Socialism and excessive regulation from know nothing beauracrats choke the shit out of immigration.

pennychase

Most Democrats (Americans) are culturally anti-China (much more than Trump in my eyes btw!) yet they prioritize functioning on an economy (US) that is submerged with "made in china" products for decades while putting barriers to local economic growth via production and innovation. This lets other economies especially big ones like China able to catch up and reduces economic growth because now the world will function using more chinese technology in the future. Chinese cars are flowing into the European continent nowadays. Something that happens because EU being so woke/democrat for so long stopped manufacturing and innovating. Democrats distort realities, although they do so without understanding because their logic is illogical. In fact the definition of logical should be: main attribute of a Democrat. 😂

CKstarlight

Right off the bat? China. America makes it harder, businesses say screw it and take work elsewhere. All the democrats are doing is cutting off their noses to spite their faces. AI is going nowhere. Tons of EU countries want ai centers as well. I'd put the democrats as a minor insignificance at best. They either see sense or lose out a lot.

iamthe0ther0ne

They've been using US models, but they're only about 6 months behind the frontier and can easily pull ahead at this point if we stop because the base is so strong that a lot at this point is recursive improvement. It would be a mistake to assume that, just because the US is ahead now, we'll always be ahead. Particularly because so many Chinese engineers were trained in the US, and China is making a major investment in AI. I'm also not sure that the EU (Mistral) would agree to a pause. 

Ok_Dragonfruit_8102

I'm not American, I'm British. I understand that data centers have become a massively politicised topic in the US recently, but you should know if the US does enact a meaningful slowdown on them, you're going to see the US slip *massively* behind the EU and China over the next few years.

governmentNutJob

" or the trio of EU companies getting a Starlink alternative going" What terrible investment advice lmfao. Do you know how far behind the market is, how ever far you think they are double it, then triple it. Not even close to how much of a lead starlink has Google who the launch provider for the ICEYE satellites are

_Photonics_

European market is not an indicator at all. The volume is so low, it's like there are 5-10 people investing from EU venues.

Meandering_Cabbage

EU governments are happy to intervene and could potentially be downright chinese in terms of using hard assets to squeeze America. Look at their selective digital tax laws.

No_Station_6149

Plenty being built in the EU. Most of Nebius’s upcoming data centres are outside the US. It’s not an American company either.

Sick0h

All EU does is reverse whatever move happened back to flat. Like everything else, they’d rather die than make anything change ever.

-mini-kuma

☕ Good morning. cautiously optimistic for our EU/UK friends to backstop the carnage in Asia 🙃

Glass_Pattern1900

In the EU we have access to CFD. It gives between 3x and 20x leverage. Usually it's possible to open a long position and short the same stock 5x. Inevitably when I open a long position the stock drops. So hedging with judicious use of stop loss can pay off well

InternationalBad625

EU is very obviously going to be stricter on data center buildouts than the democrats. Reality is there is nowhere safe that will be more business friendly even under the democrats.

SuzyCreamcheezies

Yeah, the low cost per gram is great for consumers, but a killer for LPs with that $1 tax. Apparently talks are ongoing, but it's obviously not a high priority. Even though investors and companies are having a tough go, I would argue that Canada as a whole is a global cannabis leader based on the volume of exports and number of EU GMP certifications.

kubomb

What makes you think the rest of the world will trust the US with national security? Canada, the EU, Ukraine... America has lost trust and credibility. The mid terms don't change that.

GameDoesntStop

Western EU countries directly adding to GDP via government spending is doing much of the heavy lifting in that stat.

Total-Confusion-9198

Lol where would you put them? EU? Middle East? China? Africa? Latin America? Just try.

Hihaho80

EU already did my man. Asml -7%, asmi, besi similar

SirSuicidal

EU Eastern Europe is doing much of the heavy lifting in that statistic

artbystorms

It's a meme. It's not a truth. Europeans don't have as much air conditioning because they have a bout 300 years worth of buildings and houses that don't have them installed. Meanwhile nearly every building and house in Arizona was built within the last 100 years. Also, electricity costs are higher in EU because they don't have an abundance of coal and natural gas to burn. Also, adoption of AC in southern Europe is over 50%.

wheniaminspaced

Either bits and pieces of companies you like that are down or if none of that applies index funds.  I would wait a few more days though if you are a hold investor.  Reason being is the market is trying to figure out how to price in our new government and processing the election.  The results are so different than what would be more typical it is going to take a few days for things to settle. Pluses as far as the market is concerned is congress reigning Trump in on tarrifs, stabilizing relationships with Canada and the EU thats a bug part of yesterday bounce, a return to more predictability. Negatives revolve around Dems legislative agenda how much dem socialism agenda gets in what does this mean for 28.  Will Trump go off the deep end and create true constitutional crises.  What does this mean for Iran, is it full capitulation or is it just going to be more guardrails on persecuted.  Actual impeachment is in play as well, Republicans now have a clear sign that Trump is toxic and only a few defections would be needed to cross the bar.  It may even be wise for them to play ball on impeachment now to make 28 not a disaster.

Ok_Instruction_3789

Mistral is a popular EU AI model. Obviously Deepseek China. A ban here wont stop them will just push them more.

Stedlieye

EU data centers? Like they’ll have less regulation? China, yeah, I can see that. The CCP doesn’t need its lackeys to make a profit. Or for the people to like it.

Ok_Instruction_3789

You forget EU and China exist. This will just push AI overseas and nothing will change.

FREDRS7

Guys even things like Coca Cola EU are down -17%. It's something like a massive hedgefund or multiple institutions going under. Or either insider info on something that will cause mass worldwide inflation like trump doing stupid things in iran. We will see if anything dead floats to the surface

FaithUnindexed

Like what? EU? Dont make me laugh.

Tangata_Tunguska

Datacentres need to be placed in countries with a stable government, they also benefit from being near and well connected to the populations that they serve. So EU yes, South America less so

Astronaut100

Exactly. The data centers will be built somewhere, in the EU or Asia or South America, whoever needs the dollars. All hyperscalers have massive backlogs to fulfill. Democrats will only hurt the US if they kneecap the one industry that’s growing the economy and helping the US keep its superpower status. All that to say, this dip will be bought fast and hard once the panic wears off.

slypleasure33139

I have multiple portfolios, a large percentage of my funds are based on trend following and understanding which sector is hot and which one is stagnant. I use the industrial cycle's for the sectors, and the American, 3 Asian and British and EU economic cycles. I have my own adjustment that help. Index's are 30 to 210 days of investment community economic forecast, good example is NAIL etf which broke out but is slammed today. That break out is perfectly in line with the consolidation of condos and homes nation wide. we have been in the valley for 8 months and still won't be climbing out for another 7, Nail hit's it on the head matching my own. So looking at small business index Russell 2000 is a perfect insight. when it's down trending, it's saying small companies are not getting purchase orders and when it's up-trending it's the opposite.

Albany-Expression

Go to the EU if you want to be regulated and poor

-mini-kuma

That's EU selling the ETF before closing

ZeteticMarcus

But if they are built in Russia they cannot hold EU citizens data, and I am pretty damn sure the US wont let them hold their citizens data either. Even if they are built in Russia (and they dont get droned by Ukraine - Slava Ukraine!) They will be of no use to US or EU corporations because they cannot be used by their citizens.

GameDoesntStop

It's been a decade since the Brexit referendum took place, so I was curious how their GDP per capita compared to some peers: From 2016-present: US: +18.3% EU: +13.1% UK: +5.4% Canada (my country): +4.1% 💀

-mini-kuma

Relax everyone, come to EU/UK. Good news is that Democrats will not want to be the party to crash the market.

SangerGRBY

1. Spend a fuck ton of money investing into AI infrastructure and training. 2. Gain a huge lead in AI 3. China / EU / rest of the world distill model using US AI 4. AI arms race and more money is spent on AI 5. Stop AI development 6. Lose Edge ?? Hello ??

BoJo_Nose6969

vff is my pick. outside of the EU supply chain issue they help resolve, I've been a personal client of theirs for a while. big big fan of the cbdistillery CBD product, which they are now owners of.

Individual-Total-579

Long Samsung / short SK Hynix from an EU retail account, sure. First problem is you need borrow on Hynix and nobody is lending you that, second is Samsung is a phone and TV and appliance company with a memory division glued on, so your clean HBM pair is half a bet on washing machines. SSNLF is a dead ticker and it's been dead for years. And listing eight legs nobody outside Seoul can put on and then closing with "how we are solving it?" is a newsletter hook, not a trade idea. The NVDA/AMD one you can actually do in two clicks though.

rudolf_de_Leeuw

A pair only works as a hedge if you can actually hold both legs, so buying just the long side of Samsung versus Hynix turns a market neutral view into a plain bet on memory pricing. For an EU retail account the more honest version might be to drop the Asian legs and keep only the pairs where both sides have a liquid US listing.

Prudent-Leading-8835

Do you know the timezone ? Look up at when the EU is starting the day what happens to the stocks generally

LuvSicPt5

damn, US is EU's KOSPI, every morning we pump just for Americans to sell this shit

-mini-kuma

EU/UK indexes really liking the new world. 😗

CommissionThis3447

sooooooo. west EU imigration. ten year prospects?

bigmeatbag

How would the market respond and EU or NATO retaliate if Donnie drops a tactical nuke on Iran then Putin drops one on Kyiv?

Thatcher_Is_Mommy

Brother I'm European, such we have lots of problems and some EU nations have fiscal issues but outside of the hotspots, and here I mean parts of cities, not whole cities, counties, regions or nations, things are peaceful, we might light shit on fire but nobody is being violent here, just angry. Ask yourself, how many deaths have you seen reported here during the last couple months.

Thatcher_Is_Mommy

You really trying to talk about EU debt levels? And yes, Europe is lovely, you should visit.

Prudent-Leading-8835

So let me get this straight… demokrats win and EU index hit ATH o.O

-mini-kuma

https://preview.redd.it/751d5kzkbmzh1.png?width=894&format=png&auto=webp&s=a3dfeb693597ad7254ea83720f48aa298a247c6c EU like Democrats!

-mini-kuma

Any consolation all of EU up? FIX hurt badly just for being in Texas, might add more if dip persists...

CD274

It would be pretty funny to Google it Hoping it's like the UK so I can say something like "yeah it's like suddenly everyone voted to rejoin the EU"

parntsbasemnt4evrBC

okay, i'll help you.. EU will open we'll get a small flush, then it will stabilize and come back up to retest highs and then open we moon on Election uncertainty relief, thank you for listening to my story

Candlelight_Fant4sia

I tried to reply but my comment has been censored as usual. In short, look at the EU/UK to see the future of the US.

Moepenmoes

Why is my EU country so obsessed with US politics? It has been on TV 24/7 for weeks already and tonight they're even hosting a special live program on the main national channel from 2 to 9 AM to cover all the results, not even my own country gets this much attention from its own broadcaster🫣

BoronDiscs

* **Supply Chain & EU-GMP:** Canopy Growth increased flower shipments to Europe (driven by Germany and Poland) and secured a fresh European Union Good Manufacturing Practice (**EU-GMP**) certification for its Smiths Falls, Ontario facility from the Tübingen Regional Council to support European distribution. \[[1](https://stratcann.com/financials/canopy-growth-fy-2026-cannabis/), [2](https://forums.medbud.wiki/threads/canopy-growth-receives-new-eu-gmp-certification-to-strengthen-its-presence-in-europe.12334/)\] * **Market Context:** Canopy operates via brands like Canopy Medical, Spectrum Therapeutics, Tweed, and its vaporization subsidiary Storz & Bickel as the German medical cannabis market continues to expand. \[[1](https://www.marketwatch.com/investing/stock/11l?countrycode=de&iso=xfra), [2](https://canopygrowth.com/news/new-canopy-growth-products-hit-the-german-market/), [3](https://stratcann.com/financials/canopy-growth-fy-2026-cannabis/)\]

Independent_Band59

Have Iran join EU and give Ayatollah some white women. Oil goes back to $50

Muted-Dimension-1428

You’re right that the dilution is big, but the rest is bullshit. OGI is not emptying its bank account BAT is putting up most of the cash and financing covers the rest. Aurora is not some broke company being rescued either. It has $149M in cash, no debt and a growing international medical business with valuable EU GMP facilities. I’m worried OGI may have overpaid too, but calling this a bailout while ignoring everything OGI is actually buying is lazy math.

Ok-Board4893

You talk about technical ability.. you unironically think Linux is better for gaming than Windows. And what bloatware? I guess OneDrive comes with the Windows iso which I removed with 4 clicks. But then again I'm from the EU where people actually have rights so it might be different in the US. Yes Apples RISC chips are obviously better I'll give you that. But the gap is closing and laptops suck in general. That doesnt make up for the shitty, locked down OS and ecosystem.

Lunar_Excursion

it was never a long shot. if you follow the data, tirz had overtaken sema earlier in the year. this was the backbone of the investment. the reliable revenue that would hold the stock up regardless of what happens with Foundayo. now the deal with Trump was a twist, but a good one. it made it so that Zep and Wegovy were the same price. that's like a Honda Civic or Lexus, which one you want for the same price? the data above is validation of that very thesis. LLY gets 7/10 from Bridge. the added volume more than compensates for the price cut. the ATTAIN-1 drop was the alpha. the drop was too severe for the results if you looked further into the data. in addition, reta data was due this year but all the unofficial data was already well known by the results of the peptide bros if you followed that. that's more alpha. and lastly, they had a wild card in elora. the Phase 2 results were a nice surprise and validation of the pipeline. this led to the recent EloraTZP results and again, more alpha. Even at ATH $1400+, there is still alpha. people think orfo is a flop. they even missed Q3 expectations on revenue, BUT it's only the first inning... the first big catalyst is FDA approval for T2D. i think they will undercut Ozempic pill (formerly Rybelsus) on price/rebate and take over this market. i think they also transition jardiance and DPP4 users to Foundayo. there is a boatload of evidence the results are FAR superior. if weight loss is a story of self pay, then T2D is a story of reimbursement/rebates. if you know, you know. secondly is EU approval. it's just a matter of weeks away. Wegovy pill is API constraint because they have only launched in a couple of EU countries. they cannot supply all of them. Foundayo can and will. Lastly, they will launch in India and China. the small molecule margins allow aggressive pricing and in lower GDP markets they can scale very quickly. Wegovy pill has no such advantage. and then the ultimate ace up their sleeve. Foundayo will form the base of their "oral tirz". LLY is working on an oral small molecule GIP agonist. their patent is very mature with preclinical data, etc. they will combine it with orfo and have an oral version of their uber blockbuster drug just when patent protection is nearing an end. they also have mature small molecule GCG and small molecule amylin patents. they also have an oral "reta" peptide going to phase 2 just in case as well... i would also like to mention that they have very mature patents on a long acting "reta" as well. they will have an Innovation Day on Dec 7th and we may get some info, perhaps, on these preclinical assets that frankly will be blockbusters when tirz gets long in the tooth. so for me, i trust my DD and i size my position in accordance to the work i put in and the confidence i have in leadership, and stay attuned to execution. i usually roll my position, taking profits on the way up, and averaging on the way down so long as there is no change in fundamentals/thesis breakers. i let the data guide me... so far LLY has given me WSB sized tendies.... it was never a long shot...

Eresbonitaguey

These won’t ever be sold in the US but many Chinese manufacturers are ramping up domestic production within the EU. Spain already has at least 4 major manufacturers setting up shop and BYD’s Hungarian factory is ramping up to 300k vehicles a year which is only \~90k less than the target of Tesla’s gigafactory in Brandenburg and more than the total number of Teslas sold in the EU in 2025. Germany and France can’t tariff vehicles produced within the EU although they will be more expensive than the same models in China. American EV companies will continue to be relevant to the US but the rest of the world are being seduced by the value proposition of Chinese manufacturers.

FearIsTheMindKiller9

one of the saddest charts you'll ever see is the STOXX Europe 600 having Cash on hand is good advice. investing in the EU is not. i'd rather put my money into junk bonds