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Reddit Posts

β€’r/investingβ€’See Post

UK Gilts & Pensions - Leverage?

β€’r/StockMarketβ€’See Post

Microsoft pulls out of UK neocloud deal with Nscale baked by NVIDIA, just before the startup’s massive $35B IPO

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Microsoft pulls out of UK neocloud deal with Nscale backed by NVIDIA, just before the startup’s massive $35B IPO

β€’r/wallstreetbetsβ€’See Post

Microsoft pulls out of UK neocloud deal with Nscale, at a critical time for the startup’s massive $35B IPO

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Microsoft Scraps UK Data Center Deal With Nscale, Telegraph Says

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USA seems rigged against cfd trading?

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When you are 2T valuation and still need 20B!

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BUY THE PLASTIC SOLDIERS

β€’r/RobinHoodβ€’See Post

options trading 1 wte contracts

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Best ETF To Invest In @ 18 y/o?

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TPP Global Scam or Legitimate

β€’r/pennystocksβ€’See Post

Quantum Base Holdings (QUBE.L)

β€’r/wallstreetbetsβ€’See Post

I thought putting $132k into a UK housebuilder was a good idea.

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Gambling 24k on Gambling ($FLUT)

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$Iova Raises Full Year Revenue Guidance

β€’r/pennystocksβ€’See Post

OPTH (Optimi Health) – DD on a psychedelic drug manufacturer that’s already generating revenue

β€’r/WallStreetbetsELITEβ€’See Post

Optimi Health Corp. (NASDAQ: $OPTH; also CSE: $OPTI) is a small-cap Canadian pharmaceutical manufacturer focused on GMP-grade psychedelic drug products

β€’r/stocksβ€’See Post

Is anyone looking at $ETOR (etoro) broker?

β€’r/investingβ€’See Post

Vrgg russell etf - what are everyone's thoughts?

β€’r/RobinHoodβ€’See Post

If You Had $2,000 to Invest Today, What Stocks Would You Buy?

β€’r/smallstreetbetsβ€’See Post

I’m down 48% on $BETR and the lawyers are the ones eating good

β€’r/smallstreetbetsβ€’See Post

I’m down 48% on $BETR and sthe lawyers are the ones eating good

β€’r/wallstreetbetsβ€’See Post

$BETR: down 58% on a $229M mortgage lender and adding. The AI origination thesis, the balance sheet that could kill it, and the math to $100

β€’r/investingβ€’See Post

Which is the best MSCI World ex-USA UCITS ETF for non-US investor?

β€’r/stocksβ€’See Post

Time to be real about David Ellison's threats to move out of California

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Is anyone looking at $ETOR (etoro) broker?

β€’r/wallstreetbetsβ€’See Post

Who are people using to burn the kids inheritance in the UK?

β€’r/StockMarketβ€’See Post

$CCXI Agility Robotics Unveils Digit 5 Humanoid Robot

β€’r/wallstreetbetsβ€’See Post

PVA TePla: an AI-inspection business with an earnings problem (?)

β€’r/WallStreetbetsELITEβ€’See Post

HITI (NASDAQ): a winning long-term choice, let's analyze it.

β€’r/pennystocksβ€’See Post

ALRT - Leader of UK's NATO accelerator program joins company right before launch of own accelerator program

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I lost over a million and cant get over it.

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Is HOOD fundamentally stronger today than at ATH?

β€’r/investingβ€’See Post

Investing for the El Nino

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Portfolio Review: Β£500k split across SIPP & ISA

β€’r/wallstreetbetsβ€’See Post

An economic boom in ripping Gas $PG

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Nicotine + Caffeine = Gas ... Long $PG

β€’r/stocksβ€’See Post

ELI5 (I am from the UK): What are the SEC registration requirements for US companies?

β€’r/wallstreetbetsβ€’See Post

ELI5 (I am from the UK): What are the SEC registration requirements for US companies?

β€’r/WallStreetbetsELITEβ€’See Post

BOXABL Inc. (NASDAQ: $BXBL) β€” factory-built, foldable modular housing.

β€’r/investingβ€’See Post

What would you do with parents house sale money? UK

β€’r/smallstreetbetsβ€’See Post

Weekly options. Ride with me?

β€’r/pennystocksβ€’See Post

You’re welcome (TUN)

β€’r/pennystocksβ€’See Post

VisionWave has been making some quiet moves this whole last week.

β€’r/smallstreetbetsβ€’See Post

This time it's for real!!!

β€’r/investingβ€’See Post

Which broker is best for a European investor who may move countries?

β€’r/smallstreetbetsβ€’See Post

Full send calls on MRNA tomorrow 160 0DTE?

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Is it worth trying to use AI to make plays?

β€’r/pennystocksβ€’See Post

The only listed tokenisation stock in the UK at the time of a global tokenisation boom

β€’r/weedstocksβ€’See Post

Aurora Cannabis Furthers Global Medical Cannabis Growth with Accretive Acquisition of Internode Pharma Limited and HAP Pharma Limited, Expanding Distribution Access to the UK Medical Cannabis Market

β€’r/smallstreetbetsβ€’See Post

Extreme vigilance for Palantir PLTR...

β€’r/pennystocksβ€’See Post

$GCM.L / $GCLMF β€” obscure UK microcap just jumped 141%. The bigger story may be what happened AFTER the market closed.

β€’r/smallstreetbetsβ€’See Post

How tf did I get out of this alive?

β€’r/StockMarketβ€’See Post

NBIS continues to look strong

β€’r/RobinHoodPennyStocksβ€’See Post

Week Ahead Setup (Aug 17-21): Canada CPI, UK/Japan Inflation, and Retail Earnings (WMT, HD, BABA, DE)

β€’r/wallstreetbetsβ€’See Post

$NOK: Trump’s investment chief meeting Nokia might be part of something much bigger

β€’r/pennystocksβ€’See Post

MSAI earnings today , any body watching this stock closely?

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Have you thought of investing in Dubai's realestate market?

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Have you ever thought of investing in Dubai's Realestate market?

β€’r/weedstocksβ€’See Post

Organigram Reports Record Third Quarter Fiscal 2026 Results

β€’r/pennystocksβ€’See Post

If you don’t want to make money. Scroll on. Defence holdings ($ALRT)

β€’r/wallstreetbetsβ€’See Post

China's Reddit (Rednote) readying for IPO. Targets a valuation of >US$70 bil. Net profit expected at US$3 bil in 2025.

β€’r/investingβ€’See Post

Safe investments that provide better hedge against inflation

β€’r/pennystocksβ€’See Post

Caledonian Holdings (LSE AIM: CHP): is the market overlooking its UK banking optionality?

β€’r/StockMarketβ€’See Post

BP Profit Rises to $5.73B as Fossil-Fuel Pivot Accelerates

β€’r/WallStreetbetsELITEβ€’See Post

Woah! This is worthless. Drew this Gravity Falls scene in UK's reality.

β€’r/pennystocksβ€’See Post

VWAV filed an international trademark for STRATUM today

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VWAV filed an international trademark for STRATUM today

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Top Nuclear company going public soon.

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Top nuclear company preparing for IPO

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Best Nuclear company is about to go Public

β€’r/pennystocksβ€’See Post

Georgina Energy (LSE: GEX) - Upcoming Spud for Large Helium Resources

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VT Vs HEMC and WRDA advice please

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Am I a genius market manipulator or just homeless? (Project Aqua)

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Is it insider trading if..

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UK Recession

β€’r/wallstreetbetsβ€’See Post

Thank DRAM traders for taking the fall

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I built a stock screener and ran the Buffett 5 pillars ratios through every company in the UK, US and Europe and only 19 passed out of 850.

β€’r/investingβ€’See Post

Has anyone found a practical solution for receiving small overseas dividends when international cheques can’t be cashed?

β€’r/pennystocksβ€’See Post

Do some trading platforms have dodgy algorithms?

β€’r/stocksβ€’See Post

Plug-in solar power to be legal from 27th August in the UK

β€’r/stocksβ€’See Post

Uber is buying Delivery Hero for $14.8B, the food delivery wars might be ending

β€’r/RobinHoodPennyStocksβ€’See Post

Nobody is talking about uranium enough and I think that's a mistake

β€’r/pennystocksβ€’See Post

Tiderock - UK composites growth and Arizona gold claims

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Tiderock -UK composites growth and Arizona gold claims

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NFLX & Chill 😎

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Are stablecoin regulations creating a new investment opportunity in crypto-related stocks?

β€’r/SPACsβ€’See Post

This tiny housing company ($FGMC --> $BXBL) is about to go public and there are more shares being bet against it than actually exist on the open market

β€’r/wallstreetbetsβ€’See Post

$50B+ in NATO defense deals: LMT, NOC, Saab, RTX & more in focus (Reuters)

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Build an ETF portfolio that could survive a crash

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Palantir says UK police contract wrongly blocked over perceived 'values'

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$IBRX β€” real holder using AI for clarity, not hype. Here's why I think the fundamentals justify the run

β€’r/wallstreetbetsβ€’See Post

$IBRX β€” real holder using AI so I don't get details wrong. 40% of the float is short and the company is genuinely great.

β€’r/WallStreetbetsELITEβ€’See Post

Coinbase Got a UK Stock and Derivatives License As the SEC Is Still Writing Its First Cryptocurrency Rule

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Oregon Attorney General Dan Rayfield Calls for Pause of Paramount/Warner Bros Discovery Merger Citing Lack of Records Request

β€’r/wallstreetbetsβ€’See Post

Down $143K from the peak on NBIS. Adding on the way down. Regarded or early?

Mentions

Congrats on actually walking away, most people who get the +24% don't. On the question itself the data is clear and it's the same data everyone quotes: Vanguard compared lump sum with spreading it over 6-12 months across the US, UK and Australian markets, and lump sum came out ahead about two thirds of the time, because the market goes up more often than it goes down and cash earns less while you wait. DCA isn't a return strategy, it's a regret-management strategy. Which is fine. If putting $230K in on a Monday and watching it drop 8% on Thursday would make you do something stupid, spreading it over a few months is the price of not doing something stupid. "Wait for a correction" is the one with the bad record. The market closes at an all-time high on roughly one trading day in fourteen, and returns after buying at a high have been as good as or better than buying on any random day. The dip you're waiting for often bottoms above today's price. Two boring things before any of that: you sold at a gain, so if you held under a year there's short-term capital gains tax coming on the $44K, set that aside first. And "which ETFs" matters far less than people argue about, the big broad index funds differ by a few basis points. Pick one broad one and stop looking at it. No GME position.

Mentions:#UK#GME

Yeah, in the UK, you can book the loss in the tax year that it happened, an carry it forward from there and subtract from your gains.

Mentions:#UK

Can't do derivatives within UK ISA wrapper.

Mentions:#UK

That’s UK tax free account so doesn’t matter

Mentions:#UK

As a Brit it’s alarming how quiet the Democrats are against the tide of corruption, poor decision making, tariffs, support for Dictators, ridicule of Zelensky, alienation of allies, attacks on the media whilst claiming free speech etc etc has been. Where is the call to vote coming from the Dems? Or has Trump just totally dominated all media? There does not appear to be any opposition to this orange idiot! In France they’d be in the streets, I’d like to think the same in the UK as well ( at least the media have started to show Farage for what he is)…The US just appears to be that there is no alternative to a complete twat who can be bought because he just wants to enrich himself at the expense of the world economy.

Mentions:#UK

UK oil is $117 not US

Mentions:#UK

It's all been mostly a mirage from the beginning. From your first sentence: >RZLV announced a strategic partnership with Google cloud November 20 2024 and Microsoft Azure on 3 October 2024 What wasn't announced but in the disclosures is these "partnerships" are commitments by Rezolve to buy Microsoft and Google services, to the tune of 160M+ over 5 years. Same with Amazon. Rezolve team visits AWS and retail pumpers get giddy, but it's Rezolve paying AWS $40M (~8 per year). Every software company (including the one I work for) has these "partnerships". Rezolve is one of 1000s of these partners buying these services. If you want to see who Google's real partners are in agentic AI for e-commerce, they built their tech stack Β in collaboration with almost 60 companies, none of which was Rzlv, but all the usual large and also small players. And of course it's powered by Gemini (not BrainSuite). This is all easily searchable but ignored by the RZLV Army. Likewise everyone flipped out originally by Rezolve announcing MasterCard "selected them" as agentic AI partner. Nope. The details were in the fine print that it's non-exclusive reseller agreement. And all those announcements have been pulled because I would bet Mastercard's larger partners were pissed at the way Rezolve framed it. MC already announced partnership with PayPal on Agent Pay a year ago (https://www.mastercard.com/us/en/news-and-trends/press/2025/october/Mastercard-and-PayPal-join-forces.html). Rezolve's PR on their relationship was total spin. And got tanked right away. Likewise the institutional investments announced last year were all spin. Citadel was a short term hedge fund play on volatility (likely covering their own shorts or lending to shorts) and made out to be validation of Rezolve's tech. Vanguard, State Street, etc. were all passive flows due to RZLV addition to Russell 2000. Yet, Dan Wagner himself used that to claim validation and make it appear institutions were actively getting on Rezolve. As soon as Rezolve was removed from R2000 this June, those flows immediately dried up. Volume has been dramatically lower. They rank near bottom in institutional investment. It was always BE from the start. And don't even get me started on the buyback ruse. Announcing a buyback while cash flow negative that you plan to borrow for (in a rate hiking environment lol) was always a stunt. We now know they diluted 50M shares after announcing buyback authorization and waiting for UK court ruling. It's been all smoke and mirrors. The bottom line is they've bought almost all their revenue, are in debt, have postponed path to profitability (last December it was to be in 3 quarters, 3 quarters later it's still announced they are 3 quarters away), and have absolutely no real moat in a highly competitive space in which they are a tiny minnow swimming with sharks. Market manipulation is their only strategy. If you don't believe it, then just look at the trading. Β If they are so undervalued and dislocated from their true potential, where are the insider trades? All these directors from all their corporate leaders in these businesses and none are buying it either.

Mentions:#RZLV#PR#UK

BREAKING: US President Trump: Very Close To Deal With Mexico, Canada Also Working Hard To Make US-Deal ALSO BREAKING: US President Trump: Spoke With UK Today, Discussed Opening Up North Sea Oil - Some Discussion On Iran, Ukraine

Mentions:#UK

Wes Streeting Defence Secretary mentioned about having an emergency kit if their is a storm,drought, power supply cut, etc no UK government announcement common sense, maybe Mr Orange should be saying the same as well or he prefers talking about new golf courses lol

Mentions:#UK

The UK government has not sent physical emergency pamphlets to everyone's homes, but it has launched the "Be Ready" campaign urging households to voluntarily store three days' worth of essential supplies. - Guardian

Mentions:#UK

False, UK government never sent out anything. It's been a random government webpage barely 0.01% of people have likely looked at.

Mentions:#UK

SHORT THE UK... Prime Minister is telling people to stockpile food and water today

Mentions:#UK

Source these nuts in your mouth. It doesn't matter, these are still huge investments. The UK center, New Mexico. Probably Port Washington too... Whole country is like 50% down on power projections. Do more DD.

Mentions:#UK#DD

in the UK if you get pulled over by a car labelled "Shomrim" they are not REAL POLICE pepper spray them and drive away it is your right!!!

Mentions:#UK
β€’r/optionsSee Comment

Where I'm based (UK), the taxes on this are fairly simple. It's all taxed as capital gains, and it's just `capital gain = credit received - debits on assignment` Since SPX is cash settled, it's pretty simple

Mentions:#UK

Microsoft cancelled their Nscale build out in the UK. CoreWeave’s build outs are getting hammered to.Β  I don’t think we’ll ever see cancelled chip orders. Even if there is a crash, still makes sense to own the chips and rent them to whatever surviving AI companies.Β 

Mentions:#UK
β€’r/investingSee Comment

I’ve got 10% in money market funds so basically cash, 8% in bonds and 8% in infrastructure funds. I’m 38 and a little more defensive as our household income already reduced significantly over the last 3 years due to the state of the job market and retraining in a new field. So for any unplanned expenses (house repairs, vets bills etc) I currently have to draw down from my investment accounts. The bonds and infrastructure funds are dividend paying so can increase the cash reserves or be invested in stocks of my choice depending on how things are going (I’m in the UK and we’re not taxed on dividends for investments held in retirement or ISA accounts, all of mine is in these type of accounts) This portfolio has been performing pretty well tbh, my return over the last year has been 14%, I took out about 4.5% in the same time period. So if I didn’t have to touch that money my return would have been higher.

Mentions:#UK

One big consequence of AI will be job losses in the UK Barclays are cutting 5000 jobs due to AI, so AI could change things for better and worse

Mentions:#UK

Dude's daugther and son are UK citizens. He himself has many big ass mansion in several EU countries. His telecommunications company Airtel has one of the worst customer support ever. But yes Oneweb will get approval because Prime Minister Ambani won't allow Starlink in India, ever.

Mentions:#UK#EU

McCain’s only does chips in the UK :hmmm: :cry:

Mentions:#UK

If you lived in the UK they would

Mentions:#UK

Why has it gone back up Mr Market Maker and in the UK it is Β£2 for diesel lol

Mentions:#UK

Al Jazeera says Israel is already doing drills on iran's border. UK is sending planes to defend Saudis. Houthis are kicking ass.

Mentions:#UK

Oh you're UK right? So not a dude.. A bruv? Idk I'm from the US lol

Mentions:#UK

Apart from the occasional uber driver I use I have not seen a regular joe drive a Tesla, seen more driving Byd this is the UK

Mentions:#UK
β€’r/stocksSee Comment

I was a bagholder for a small cap stock: RZLV, and holded it for 1.5 year, it was terrible. I sold it few months ago, became very happy in life again. Small caps in the US could be ok, but don't buy UK based comps.... specially not from dan wagner's company

Mentions:#RZLV#UK

The UK is so funny, a guilt crisis is what adolescents have lmao

Mentions:#UK

Even in the US 3M is enough to buy a great house, couple of cars and live of the interest from the remaining for years. Then work becomes a choice. Unless you’re talking mansions in LA or New York. Also for reference Scandinavia or Switzerland are far more opulent than the US, the closest you’ll get to 3M being average would be Switzerland. The average Wealth there makes the average US or UK citizen look like a third world

Mentions:#UK

No shit. In the UK Netflix premium is Β£20.99 p/m + Β£6.99 per extra member. For a little bit more I get Apple one which is a far superior product and includes Apple TV and Apple Music and can be shared with my whole family.

Mentions:#UK

My company is a struggling retail competitor of Amazon in the UK and they’ve announced Β£500 million to integrate automation with AI. Maybe Anthropic’s forecast wasn’t totally retarded, if a company like mine absorbing losses can finance that for AI then imagine what Amazon etc are paying. $40T is maybe too retarded but 4-8T? Maybe tbh

Mentions:#UK

I was wondering about this. Should I move back to DVDs.Β  In general the number one show we watch right now is Celebrity Traitors on the BBC - good old weekly linear TV. And apparently 15 million other people watch it too. Which for UK viewership is massive.Β  Maybe streaming isn't all that... especially with the shit Netflix produces. And that everything is split over 17 different platforms.

Mentions:#BBC#UK

Happened to my friend who lives in Paris - her bank card was declined when she tried to make a purchase. All she heard about was that some data center in the UK was down but she didn't know whether that was the cause for this.

Mentions:#UK

BREAKING: UK to deploy Typhoon fighter jets from 12 Squadron to Saudi Arabia to fight against Yemen's Houthis, along with RAF A400M Atlas transport aircraft and dozens of military advisers to support Saudi staff officers on the ground, per UK's MoD.

Mentions:#UK

UK entering WW3

Mentions:#UK#WW
β€’r/optionsSee Comment

I've used them occasionally but unless the stock they are derived from is highly liquid then the spread can screw you over quickly. The overnight fees are also repulsive. They also tax you on gain, if in the UK spread betting is a better choice and is tax free on profits.

Mentions:#UK

Most of the bonds in the established economies are rising too. Β Video below mentions UK, France, Canada, Japan, and Germany. https://youtube.com/watch?v=0ll9rEtoRrs&si=R721iMrpInIs-9JX BNDX is Vanguard Total International Bond ETF, it’s dropped about 1.25% since I bought it last month.

Mentions:#UK#BNDX

So far no decent sources on this except a UK tabloid. The rest are weird Indian and MAGA websites.

Mentions:#UK#MAGA

Cor wait until he finds out how many places are named based on the UK 😢

Mentions:#UK
β€’r/stocksSee Comment

This is how literally every empire ends btw with idiots suggesting that somehow the empire is better off "alone." The UK sure is a global powerhouse these days huh? Same with France, Italy, Turkey, and every other former empire. Ironically Russia is doing the opposite and trying to recreate their empire, all while tou suggest that we're better off letting them do so. Surely no longterm negative consequences from that huh?

Mentions:#UK

Call on the Houthis, they've been crazily effective (https://www.reuters.com/world/least-18-killed-houthi-attack-yemeni-government-military-camp-shabwa-sources-say-2026-10-19/). They beat Saudi, Israel, the US, UK and then Saudi-UAE again. Resilient as Hell these guys.

Mentions:#UK#UAE

French people have been rioting for eons, they used to like burning our UK beef trucks, so if immigrants are getting involved too you could say they have integrated well. A true immigration success story. French also helped European immigrants founder the USA. You are basically descendants of immigrants in a baby country.

Mentions:#UK
β€’r/stocksSee Comment

And this is why the UK doesn't want to adopt the Euro. For some reason that makes a lot of Europeans mad, but it's clearly in their best interest to not adopt it.

Mentions:#UK
β€’r/stocksSee Comment

The UK ranks 3rd in the world behind the US and Germany for data centre builds.

Mentions:#UK

I'm from the UK. This is pretty funny.

Mentions:#UK

No, what he correctly refers to is it’s not free, it’s paid for by taxes. It’s just free at the point of use. Same as here in the UK. The higher earners basically subsidise healthcare for lower earners.

Mentions:#UK

Lol right? Like, I'm still pretty sure I'm right, but man... I thought the UK news would do something faster.

Mentions:#UK

I really thought the UK news would give us a dip here.. Oh well. Good thing I don't have any 0days like a fucking moron.

Mentions:#UK

UK/EU selling their boring stocks and buying Asian semicon on DAX is unreal

Mentions:#UK#EU#DAX
β€’r/investingSee Comment

A guy in the UK had hundreds of thousands stolen from him the other day by like three random dudes with knives, but the government won't be able to force you to give up your crypto.

Mentions:#UK
β€’r/investingSee Comment

They absolutely could control it if they wanted. There was a guy in the UK just the other day who had all his crypto stolen in a Β£5 wrench attack. The government absolutely could put pressure on you to transfer over your crypto.

Mentions:#UK
β€’r/stocksSee Comment

It's the UK.... they have spent the last 20 years deciding whether to build one railway line and a runway at Heathrow.  20 years and billions of ££ spent and still they are no close to building either. A decaying country wrapped up in regulations, red tape and NIMBY'S.

Mentions:#UK

Only France and the UK

Mentions:#UK
β€’r/stocksSee Comment

This is a general issue in the UK though, they can't build infrastructure. If you build anything, anything at all that needs a direct grid connection, you will be waiting for it for years. I can remember 10 years ago from my friend in biotech that his employer had finished construction on a large campus of labs, but could only open a small portion of the site. The rest of the site was snarled up in a waiting list for electric grid connections, eventually they abandoned half of it and moved those projects to France.

Mentions:#UK
β€’r/investingSee Comment

45% US 35% EM 10% JPN 10% EUR I am from the UK and live in Asia. US outperformance is in USD terms and USD has been weak recently. I don’t pay tax or bills in USD so the fx is nearly as important as performance to me

Mentions:#UK

**Microsoft pulls out of UK data centre deal with Nscale** It's over ! (βš†\_βš†)

Mentions:#UK
β€’r/investingSee Comment

Close. I was born in the UK, grew up in Switzerland and now live in Asia.

Mentions:#UK
β€’r/investingSee Comment

Firstly I'm not American, so am not USD dependent specifically, the majority concentration there is because US companies tend to lead and the currency remains a de facto (at this time) global currency . I'm originally from the UK and live in Asia. The swiss franc currency and respective blue chips investments there are an extremely robust hedge. Check history, five and ten year CHF vs USD is 2.1% per year against the US Dollar. The rest of it is diversification across strong companies. This portfolio, in drawdowns....COVID and the tariff shock has beaten the SP500 by a notable percentage (eg COVID SP down 32%, me half that). A function of currency and market diversification. I have my reasons. I live off my investments and the income. I do hold a good amount of growth, the usual suspects, Apple, Alphabet, Meta etc etc, but my main focus is not that. It is preservation of capital, stability and income.

Mentions:#UK
β€’r/investingSee Comment

Exactly, by definition the LDI pension should be agnostic of bond pricing and yields. I.e. they buy duration equal to their liability payment schedule and then hold to material. In practice they would take some positions as exact matching isn't economic. However the market had become far more dominated by leveraged speculative positions. One of the recommendations at the end of this was the UK should reduce the amount of p Ng durations gilts issued, because the traditional buyers no longer have the same demand

Mentions:#LDI#UK

Bingo. That’s in UK there are too many regulations hurdles in UK. You just proved my point about lock of knowledge you have. It should tell you how compute constraint we are that msft doesn’t want to wait till 2030

Mentions:#UK

A year? There’s an article here about MS exiting a data center agreement in the UK because they wouldn’t be able to secure their grid connection until after 2030.Β 

Mentions:#MS#UK
β€’r/investingSee Comment

I'll give it a go. Firstly it's useful to understand the chronology and specific circumstances - the previous prime minister resigned due to loss of confidence from their own parties Members of parliament and a contest was run over the summer to replace him within that party. We have parliamentary system rather than presidential, but the best analogy would is that it's like a primary. So the next PM was essentially chosen by 200k party members and the less centrist option won. - the queen died within days of the new PM gaining power (and before parliament had come back from summer break) - that ate any room for politics for weeks on end. Then we had what is called 'party conference season' and that limited political messaging. - meanwhile inflation was rampant globally and bond yields were rising rapidly everywhere. So the context is that we went into the budget with a globally volatile picture, but also a long period of domestic policy ambiguity What went wrong? - decision to sidestep the 'Office of Budgetary Responsibility'. They were created 12 years prior to stop governments stacking the deck on budgets by making unrealistic assumptions. There are valid criticisms of the OBR, but these arguments were not made. They just ignored it, unsurprisingly that made markets suspicious of the reliability of the budget forecasts - the budget itself. It increased the budget deficit (that was already quite big), mostly due to tax reduction. It also had some assumptions that power tax would spur growth and close future deficits - that might be right or wrong but it's easy to see that it is uncertain. It was also politically contentious too as much of the tax reduction went to the top end of the spectrum. So you had increasing yields globally and then slapped on a surprise higher borrowing demand. - the pensions. Traditionally a lot of pensions in the UK were employer backed defined benefit schemes, many of these though were closed to new entrants around c2000. Historically providers would match these long duration liabilities by buying long duration assets (i.e. 30 year gilts). So the UK has has historically issued a far larger share of gilts at long duration due to this demand. However, it really didn't dial this back when these pension schemes closed. So we ended up with a market for long duration gilts that was far more exposed to short term traders than it used to be. Meanwhile , many of those institutions had leveraged up on these assets. Leverage x long duration is not great in an environment of volatile yields+ a surprise borrowing need in the budget. You had institutions hitting stops and margin calls, triggering forced sales, triggering more stops etc. The management around the budget was poor and likely thislack of political skill/management would have bit at some point Assessing the budget itself is more a political choice, but I'd say that if the same thing was delivered a month later then nothing would have happened.

Mentions:#UK
β€’r/stocksSee Comment

I agree. Look at the UK. It’s in perpetual paralysis over building anything, mired in endless regulation and red tape.

Mentions:#UK
β€’r/stocksSee Comment

Tbf the National Grid is finally getting round to upgrading the grid with the β€œBig Upgrade” so once that’s finished in the next few years that’s one less bottleneck to deal with. https://www.nationalgrid.com/the-great-grid-upgrade The other issue with the UK is the planning system, can take years of not decades in some cases to get stuff built.

Mentions:#UK

I don't think it's a house of cards in that ai is obviously here to stay but it's history repeating that those that finance the intial build out often do badly. It's very similar to the vast cost of building UK railway infrastructure in the 1840s, the speculation boom and the likes of Charlottle BrontΓ« (her sister wrote Wuthering Heights) complaining her shares shot then dumped as credit tightened around 1847.Β 

Mentions:#UK
β€’r/investingSee Comment

47% US market 32% Swiss market 7% in the UK market 7% in Germany The rest across Sweden, Norway, Canada, Singapore, Australia and Hong Kong.

Mentions:#UK
β€’r/stocksSee Comment

But there isn’t the easy gas network to tap into the UK.

Mentions:#UK

I think your either confused or spreading misinformation. The is no dead deal with Nebius, you probably mean the UK Nscale data centre deal which is a completely different company.

Mentions:#UK
β€’r/stocksSee Comment

This isn’t just a UK problem. I have small positions in nbis, coreweave, and iren but I keep it small since facilities with utility contracts doesn’t just magically appear in a few months because there is money on the table. It takes years to build. You can’t expedite hardware / physical things by throwing money at it. Making physical β€œthings” is different in that aspect compared to software. Customers backing out because a supplier can’t delivery on schedule as contracted is normal.

Mentions:#UK

Sounds great. Never been to NY (I’m in UK), a marathon sounds like a great way to take in the best bits :hmmm:

Mentions:#UK

It was because the National Grid couldn't. Don't try and build anything in the UK. We have the highest energy prices in the world, and it takes us 40 years to build half a high speed train line.

Mentions:#UK

Beautiful. UK?

Mentions:#UK

If you go to the UK there's absolutely no way their grid would support anything at the moment. Microsoft likely pulled out because they couldn't hold their promise

Mentions:#UK
β€’r/stocksSee Comment

The issues in the UK aren't just be connected to the grid but all the planning regulations you have to pass to get something like this through. If you deviate from plans (I.e. closed loop to draining system), the planning office at the council can force the data centre to be closed until it's changed. This applies to anything in the UK. This screams of being a convenient excuse from Microsoft to dial back some data centre investment. Suspect over this week, we'll hear of more deals unwinding.

Mentions:#UK
β€’r/stocksSee Comment

Any sort of planning permission in the UK for anything is very difficult. I know people trying to do tiny 30m2 extensions on their houses caught in the planning process for years.

Mentions:#UK

Bro this aint the US. They over reached and shows how bad they are when planning shit. Projects take forever to complete here because there is so much red tape. The UK in general is a cluster fuck, uninvestable. The only thing going for it is the financial service industry

Mentions:#UK
β€’r/stocksSee Comment

Utilities/energy infrastructure confirmed as the bottleneck at least in the UK.

Mentions:#UK

Personally as someone actually payijg for electricity in the UK, I'd rather not be dealing with blackouts so a billionaire can get richer. There is s reasonable large city next toΒ  Loughton that consumes quite a lot of power after all that I happen to live in.

Mentions:#UK
β€’r/stocksSee Comment

If you have ever been to the UK, and basically anywhere is in Europe, then you know how woefully unprepared their grid is for any type of data center demand.Β 

Mentions:#UK

People in the UK are protesting the data center build outs, same as in the US.

Mentions:#UK

People are deluded about UK prospects - it no longer is an empire. It no longer has countries to expropriate resources that it never had.

Mentions:#UK

Yep massive L for the UK. Really shows how crap we are. So regulations and red tape everywhere. What Jensen Hoang said about the UK in his visit really resonates

Mentions:#UK

I see it as demand for data centers is high. Obviously they need it now but the delays in power supply means its only available in 2030. Massive L for the UK. But players like Iren are rubbing their hands right now.

Mentions:#UK

Compute already in place but no power til the 30s is wild UK is pathetic smh

Mentions:#UK

"National power grid officials had told Nscale they did not expect a power supply for the data center until the 2030s." - Another great day for UK haters

Mentions:#UK

Ehhh the UK laying behind on new infrastructure doesn’t mean it will happen everywhere

Mentions:#UK

Microsoft pulls out of UK data center deal with Nscale, Telegraph reports

Mentions:#UK

Because the UK power grid is in shambles and it is choking their industrial development across the board.

Mentions:#UK

Because the system like here in the IK where I am floods the labour market with cheap 3rd world labour and removes that opportunity from the indigenous population. Its bait and switch on a continental level and we are sick of it. The scenes in France is the UK next year for sure.

Mentions:#UK

It doesnt matter how the UK does after Brexit. The fact is they are out and won't be available to bail out France. Neither is Canada, Canada is not part of the EU. It's really only Germany and that's doing terribly right now

Mentions:#UK#EU

The UK leaving means they aren’t directly financially tied to failing economies. Yes, it hurt their GDP, but they won’t own a share of France’s default.

Mentions:#UK

> The size of the debt is less a problem than their complete unwillingness to do anything about it. They genuinely are delusional enough to think they’ve been under extreme austerity for the last 10-15 years while literally leading the world in social spending as a share of GDP. The ones rioting might very well have been under extreme austerity. The main issue in France is that [pensioneers](https://www.reddit.com/r/charts/comments/1qv8x1i/french_pensioners_now_have_higher_incomes_than/) get paid so much that they receive more in pensions than most people get paid in wages. I doubt many 65+ are out in the cities throwing rocks and setting stuff on fire. Like in the UK, no politician is willing to touch the old. Alienate them and you are out of politics the next election. Politicians would rather increase taxes or cut benefits to younger generations than touch pensions.

Mentions:#UK

The issue is not that French citizens want a dignified life. It is the decades of neo-liberal policies allowing the rich to abstain from taxes and lazy economic programs with little regard for the future. But even then, just as you have, I'm being far too reductive of what is a complex situation. A situation which does not occurr in a bubble, as no internationally connected nation is ever free from the whims of its international counterparts. Which is to say that if we look beyond France we see many other nations with an eerily similar crisis brewing in the distance. A default in France could be the economic earthquake to send aftershocks around the world. Japan, the UK and the USA all look vulnerable.

Mentions:#UK

Inversely, UK has been doing a lot worse since they left πŸ‘€ it wasn’t a good move by any means Canada is in Germany and France were hit by COVID, Russia and us/iran. We only did well after C19 because we were the world reserve currency and flight to safety that let us print a shitload of money. Powell narrowly avoided a full blown recession.. only for πŸ₯­ to do, you know… start breaking shit for no good reason. Crisis after crisis after crisis.

Mentions:#UK

yep. UK is already out and Germany is struggling. And a certain quickly rising party in Germany is anti EU. France won't get bailed out

Mentions:#UK#EU

Hahaha dumb europoor socialists ran out of money… and the UK wants to follow France’s lead. Good luck to the 51st state that wants to be an β€œassociate member” of that highly regarded club of artists. Even AI couldn’t hallucinate this bullshit up… Btw where is the cake… I was promised cake

Mentions:#UK

Who do you think is getting those welfare payments? Hint: the same demographic as in the UK, Germany, etc...

Mentions:#UK

UK: LETS IMPORT SOME IMMIGRANTSΒ  UK years later: YOU KNOW WHAT, CRAZT TIMING BUT ALL THOSE IMMIGRANTS WE BROUGHT IN WE KINDA NEED TO PUT RIFLES IN THEIR HANDS FOR A WAR, SORT OF WORKED OUT OH WELL

Mentions:#UK#KNOW#WAR

One good thing about the now official UK-Russia war is that we can place kalshi bets on who’ll winΒ 

Mentions:#UK

No, no, no, I'll have no queue-jumping here: it's the UK's turn again next.

Mentions:#UK

AI stocks getting annihilated on tokenized platforms. Probably bad that UK military about to tell the or citizens to prepare for war as we lift sanctions and plan to build data centers with Russia

Mentions:#UK