Duolingo, a long-term favourite in my portfolio, has just suffered a brutal drawdown. Having taken profits at the right time, it's now time to check whether the valuation makes sense again. buff.ly/ywwwENa

🤡 The show must go on: OpenAI is discussing raising tens of billions at a valuation of around $750 billion. I can't wait to find out who these investors are! Clearly blinded by the triple-digit sales growth, they are not asking for a functioning business model. buff.ly/0WvyJn2

The next giant roundtrip AI deal: Amazon in talks to invest billions into OpenAI so Sam can buy Trainium AI server chips from Amazon, which compete with the Nvidia AI chips that OpenAI primarily uses today. 🤡 buff.ly/lLox0c3

🔴 $ORCL - Did you know that Larry Ellison (81) since November directly oversees the company’s spending — the top finance executive now reports directly to him, bypassing both CEOs.

PayPal applies to establish its own PayPal bank that will offer SMB lending as well as savings accounts. To be honest this is a move I didn't see coming. buff.ly/n9ChUzK

Tesla stock is surging to record highs because they have just started testing their robotaxi in Austin with no human in the car. A sweet little reminder: Waymo conducted the first fully driverless ride on public roads back in September 2015.

So sad to see Roomba maker iRobot has filed for bankruptcy and will be acquired by its Chinese contract manufacturer Years ago this was a successful investment case in my portfolio. Now it's an important reminder that Buy+Hold doesn't necessarily work in Tech. buff.ly/SO4snU5

OpenAI already spends 50% of its revenue on stock-based compensation. In another desperate move, they are set to increase this cost further with a new policy that gives new employees stock on day one. The industry standard is a waiting period of 1 year.

Ärgerst Du Dich gerne mal über entgangene Gewinne, z.B. nach einem verfrühten Ausstieg bei einer Aktie? Dann ist dieser Beitrag etwas für Dich (keine Paywall) buff.ly/3aR2jJj

Why I’m not upset about lost profits, even though I only made a 100% profit on Warner Bros. Discovery shares instead of 150%. buff.ly/azwiB8l - No Paywall - $NFLX $WBD $PARA

Nach vielen Jahren auf der Watchlist hat es die Freelancer Plattform Upwork $UPWK jetzt endlich in mein Portfolio geschafft. Hier ist mein Investment Case: buff.ly/GcM3PYK

This is one of the best articles I read so far about the terrifying bubble we are facing. The AI Bubble Is Bigger Than You Think prospect.org/2025/11/19/a...

Why I’m Buying Upwork Today? The future of work will be a combination of knowledge workers and AI agents. It is a fallacy to believe that AI agents will replace most knowledge workers. For me, this forms the basis of a new investment story around $UPWK : buff.ly/ZB3FHxq

I sold my entire $WBD position today. I think it’s Interesting to re-read my last sum-of-the-parts analysis in the retrospective (now available without paywall). The price of WBD shares is now $24, which is pretty much where I calculated the fair value at the time at a price around $12.

Waymo is starting in 5 more cities: Miami, Dallas, Houston, San Antonio, and Orlando. No info about partners like Uber or Lyft. Do they really launch 2026 on their own in these cities? "And we’re teaching our partners how to operate autonomous fleets at scale" - what does this mean? buff.ly/bHvKiL8

Microsoft, Nvidia invest $15B in Anthropic. Anthropic buys $30 billion of Azure compute and commits to Nvidias architecture. Is this a valuable strategic partnership or round trip next level? In either case: Sam won't like it. ift.tt/zk8NtVn

So Peter Thiel joins Sofbank, both sold all their Nvidia shares. $NVDA will report quarterly numbers on Wednesday. I expect great numbers, but will the outlook be rosy enough? This is the setup for an interesting week on the tech stock market. buff.ly/sCDe9wa

This dubious financing of AI data centers sounds funny, if it weren't so sad for the buyers. "The Notes will be sold in a private offering to persons reasonably believed to be qualified institutional buyers" 🤡 buff.ly/Ou0VE8I

HubSpot and Monday are high-quality SaaS companies with a great future ahead. They go both upmarket and will both grab market share from the CRM market leader, SalesForce. All 3 are trading at an EV/Sales ratio of around 6. Why would anyone want to own the legacy player, $CRM? buff.ly/LKkrAP1

Bilanz-Zauber bei Amazon, Alphabet und Microsoft | AI Crash mit Ansage? Mein wöchentlicher HGI Newsletter (rund ums Investieren in Tech- und Wachstumsaktien) ist raus, hier der Link zur 320. Ausgabe - nur falls Du noch nicht auf dem Verteiler stehst ;-) buff.ly/vLyZAmE

Wer hat bemerkt, dass die Gewinnentwicklung von Amazon im Q3 nur auf einer Mrd-Zuschreibung auf eine KI-Firma beruht, die selbst Mrd Verluste einfährt? Der „echte“ Gewinn ist bei Amazon im dritten Quartal nicht etwa um 36 % gestiegen (wie gemeldet), sondern zweistellig gesunken! buff.ly/oDMSqPT

Usually I don't write about Big Tech. Instead I focus on ‘undercovered’ small caps where I can add real value to the readers. However, after reading dozens of comments on the recent Big Tech earnings, I need to highlight one significant issue that many seem to overlook or ignore. buff.ly/Tetb3YD

Habt ihr schon die ersten KI-basierten Insights auf den Seiten des aktien.guide bemerkt? Ich nutze schon jetzt intensiv die neuen Möglichkeiten, bin von der Qualität der Infos begeistert und auf Euer Feedback gespannt. buff.ly/QeJE9m2

This one slide summarizes everything you need to know about IAC Holding after Q3. Together, their 24% stake in MGM and their cash position exceed the Holding's valuation. As an investor, you essentially get the rest of the portfolio for free.

PayPal Aktie nach dem Q3 2025 – das Unternehmen liefert, aber die Börse zögert immer noch. Was ist da los? Meine Sicht der Dinge: buff.ly/2YoULsO

Nice! Twilio exceeded sales expectations and surpassed their quarterly earnings estimates last night. TWLO raised its full-year guidance for sales, earnings, and also FREE CASH FLOW (an unusual achievement these days!).

ATTENTION: The scammers are still active in my name. This is of course fake. I do NOT have a WhatsApp group and generally do not give hot trading tips. You can only find my English content on Substack and on eToro.

As a Warner Bros. Discovery shareholder, I am pleased with how this bidding war is unfolding. Apparently, Netflix hired an investment bank to make an offer for Warner Bros., which should help to raise the offer price from the Ellisons (aka Paramount). buff.ly/L1Qocm7

If PayPal were judged solely by its stock chart on Oct 28-29, Q3 2025 would appear to be a rollercoaster ride: an initial +15% at the opening, followed by a double-digit setback as investors processed the figures. Let's look deeper into the latest numbers and strategic news: buff.ly/y4KZAVl

Shocking insights into the prior work of the new head of the U.S. Social Security Administration, who previously was CEO of payment processor Fiserv. No wonder $FI stock is now collapsing - shortly after he is gone and preplaced by a brutally honest new CEO. buff.ly/8zAMp2h

Nice: PayPal partners with OpenAI and will become the first payment option within ChatGPT : buff.ly/0In49Oy

In dieser Woche berichten Microsoft, Alphabet, Meta, Apple und Amazon über ihr abgelaufenes Quartal – wir dürfen gespannt sein. Werden die Hyperscaler ihre Ausgaben für KI-Infrastruktur weiterhin ohne Rücksicht auf ihre Cashflows steigern oder werden sie bei ihren Investitionen vorsichtiger?

The AI infrastructure madness continues: Crusoe, an AI data center operator, was valued at over $10 billion in its latest funding round. OpenAI is their biggest customer, and Nvidia is among the investors (as usual). buff.ly/pTcF0gX

Intel continues to rise today after a decent Q3 profit, is now already up 90% YTD. But beware: the stock is now more expensive (in terms of EV/sales) than almost ever in the last 20 years. I cannot see any fundamental recovery of the company. buff.ly/FrDNpxv

Nur 8 Wochen nach meiner viel gelesenen Sum-of-the-Parts Analyse der Warner Bros. Discovery Aktie bietet Paramount Skydance eine Übernahme zu eben diesem Preis an. Die $WBD Aktie notiert daraufhin jetzt schon 80% höher als vor 2 Monaten. Meine Gedanken zu dem kommenden Bieterkampf: buff.ly/bj1cH0h

It seems I was way too conservative with my timeline for the overdue revaluation of the Warner Bros. Disc. stock. In the two months since I published my last WBD write-up, the price has exploded by 75%. So what to do next? Here are my current thoughts on this bidding war: buff.ly/lJDNnWX

LYFT again as a First Mover: Lyft is piloting a program that offers some customers cash back on future rides. The program will let users earn as much as 5% cash back on rides if they opt to auto-reload their account with cash. buff.ly/tzL2OX7

Teamviewer ist ein einziges Trauerspiel. Neuer Tiefstand. Das kommt dabei raus, wenn ein globales P/E-Unternehmen eine Beteiligung in Deutschland überteuert und mit schwacher Bilanz an die Börse bringt, sich selbst die Kassen füllt und man dann auch noch in USA zukauft. Stupid German Money.

Netflix $NFLX is significant down today after earnings - despite convincing growth numbers. This is what happens when stocks are priced for perfection. Never forget: VALUATION MATTERS

Nice. It seems there are multiple good options for $WBD shareholders on the table. Is this the opening of a bidding war? buff.ly/Y8MpWt3

Check out my weekly newsletter… Why I continue to feel very comfortable with my short position on Tesla ahead of this earnings week. And beware of the return of the backdoor IPOs! buff.ly/fPNLizT

Here comes the red flag of today 🔴 More round-tripping: CoreWeave and Poolside (in the midst of a $2 billion fundraising, Nvidia invested in both) announce partnership for a 2 gigawatt data center built on a sprawling ranch in Texas. buff.ly/fpzcmz2

My red flag of the day: 🔴 "These projects, ultimately financed by pensioners and sovereign wealth funds, will allow tech giants to keep data centres off their balance sheets, helping them command higher stock valuations." buff.ly/B4k7YiA

OpenAI has partnered with Broadcom to produce its first in-house artificial intelligence processors. Shouldn't this be bad news for Nvidia? Who cares, it's gigawatt time. 🥳 🤡 buff.ly/QOPNLfu

Premium: The AI Bubble's promises are impossible. NVIDIA's customers are running out of money, GPUs die in 3-5 years, most 1GW data centers will never get built, and OpenAI's Abilene data center doesn't won't have the power it needs before 2028 - if it ever does. www.wheresyoured.at/the-ai-bubbl...

Als überzeugter Europäer habe ich eine Schwäche für die wenigen erstklassigen europäischen Softwareunternehmen von internationalem Rang. Deshalb freue ich mich, Elastic eine zweite Chance in meinem Portfolio zu geben. buff.ly/fodOTIO

I decided earlier this week to re-enter Elastic, the AI Search company. The timing in front of their financial analyst day was excellent, they came out with a (small) raise of their guidance and a $500M buyback. My investment case: buff.ly/nelkOjM

Ferrari Aktie heute -15%. Grund sind enttäuschende Wachstumsziele vom "Capital Markets Day". Warum verkacken wir Europäer eigentlich die wenigen schönen Kapitalmarkt-Stories, die wir haben, auch noch mit Ehrlichkeit bzw. fehlenden Ambitionen? Mit einem Ami als CEO wäre das nicht passiert.

Mein HGI-Echtgeld-Depot ( Tech-Nebenwerte!) performt schon seit dem Start vor 15 Monaten besser als die beliebten Nasdaq ETFs. Das abgelaufene Q3 brachte mit LYFT, VMEO und WBD gleich 3 Stock-Picking Volltreffer. Ein Zwischenfazit: buff.ly/fUO1rlH

Tech IPOs are back after a long dry spell! Some of these IPOs were highly successful for those who purchased the new shares, at least in the short term.With CoreWeave, Circle, and Figma, short-term investors achieved triple-digit profits. Here's my comment on how to treat IPO stocks: