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@Dr_Crossroads Financials except sofi as per usual

🔴 AI infrastructure 🟢 Software 🟢 Financials Interesting opening. I don't know if this rotation is durable, but it's a good reminder "hated" swectors usually don't remain hated forever.

@wealthmatica Crazy to think that some fund added 3M shares... I'm at 10% of my portfolio with 70 shares

Activist Investor funds added to $ZETA last quarter... - Geode Captial MGT: +600k shares (+13%) - Greenvale Capital: +3M shares (+48%) - Marshall Wace: +700k shares (+27%) - Capital World: +3M shares (+60%) - Jane Street: +3M shares (+201%) - BWCP LP: +1.5M shares (+42%) $ZETA

@ariaradnia Look at zeta in the last 2 trading days... Happy to have a 10% position in my portfolio

I do wonder when software will rebound, and more importantly, what the catalyst will be?

@89gpcdhn9g @PronkDaniel I don't think it's that bad but even if, that's a small part of all the capex (10% max) so I don't really care tbh

@justkehat @PronkDaniel They are literally using the equivalent of mouse mover at WFH to do tokenmaxxing, what are you smoking

I was discussing $META with my Discord not long ago and there were some interesting points. Meta's AI investments are leading to internal growth, whereas the hyperscaler growth largely comes from outside demand (like Anthropic, or other companies moving to cloud). This means Meta's growth is entirely from its own business getting better, and therefore could be the cleanest sign its investments are paying off. Additionally, its growth could be viewed as more durable, as it's not largely reliant on the spend of money-burning AI companies. I think Meta isn't getting the respect it deserves in the market, especially considering it's growing revenues faster than $AMZN, $MSFT and $GOOG. What're your thoughts?

@zacamperi @joakim_myrland @swissBTCmaxi @MichaelAArouet I don't get it either but the SVP wants to get their propaganda through by saying everything is gonna get better if we limit (stop) immigration (and terminate the bilateral agreements with the EU)

@joakim_myrland @justkehat @swissBTCmaxi @MichaelAArouet I must have lived under a rock for the last 10 years,but where are this waves of asylum seekers in unprecedented numbers? Are they in the room with us right now? I remember the Jugoslavia wars. I meen "wosch fettli ha?" it's nowhere near that bad As Swiss I don't see the problem

I was in Switzerland this week. Each time I go there, it amazes me how perfect, well-organized and safe it is. It’s the last country in Western Europe where one doesn’t have the feeling that everything is deteriorating. Why don’t more countries have direct democracy? It works.

@eaboder @WallStreetMav @MichaelAArouet What else could it be? Surely not middle right? A party that's all against immigrants (similar to AFD, maga just from their immigration stance) seems pretty far right to me

@justkehat @WallStreetMav @MichaelAArouet 'far right SVP'

@Ke38K63719 @ZStadtfux Was ist das für eine einstellung? Was würde wohl mit steuereinnahmen passieren wenn ein grossteil dieser grossen unternehmen die schweiz verlassen?

@ZStadtfux Gesundes Schrumpfen! Kannst du dir nocht vorstellen, braucht es aber! Die Ansiedlung von Google vor 20 Jahren war und ist eine der sozioökonomischen grössten Katastrophen für Zürich! Wer die Zukunft sehen will muss nur die Bay Area anschauen!Horror! Wir müssen unattraktiv werden.

Welches Unternehmen wird noch in den Standort Schweiz investieren, wenn absehbar ist, dass bald keine Angestellten mehr gefunden werden können? #10MioNEIN

@swissBTCmaxi @MichaelAArouet SVP propaganda 81.5% of immigrants age 15 and up are working compared to 81.7% of swiss people They are a crucial part of our economy

@MichaelAArouet Nevertheless as a Swiss citizen I can tell you things have been deteriorating badly in the last 20 years. It was 10x cleaner, safer and better organized before we got hit by heavy waves of asylum seekers etc. Still the best Western European country for sure! For how long??

@WallStreetMav @MichaelAArouet The population doesn't really have a high IQ if a majority is voting for the far right SVP while SVPs goal is to cut ties with the EU (or limit immigration) which would hurt the economy badly

@MichaelAArouet Direct democracy doesn't work with most demographic groups. In many countries it would be an absolute disaster. Switzerland is different. The population has a high IQ and cares about defending their culture.

@89gpcdhn9g @PronkDaniel That's a very small part of it maybe, You can bet that there would be a meeting with HR if your token ussage is enormous compared to real output

@justkehat @PronkDaniel Part of the internal demand is just Zuck forcing employees to compete in token usage leaderboard, as many employees are just burning tokens for the sake of it.

@fivepointscap Currently 3% of my portfolio but definitely want to increase that to around 6-10% over the next months

I think Sea Limited $SE is about to start a huge run. - Extremely strong Q1 earnings - Very low valuation - Druckenmiller adding 156k shares and making it a top 10 position - Oil prices eventually coming down - Investment cycle peaking and starting to slow down - Concerns over TikTok Shop quieted by Shopee’s 45% revenue growth - Shopee margin ramp starting EPS will explode over the next 18 months while the multiple expands due to a shift in sentiment. The last time Sea went on a big run, it rose 450% from January 2024 to September 2025. It may not be 450%, but the conditions are here for a massive rally.

@HatedMoats I trimmed 2 shares at 225 yesterday (1/6th of my position) as it crossed 22% of my portfolio

Urge to trim $NBIS grows just as the stock price is growing. I didn't plan for this monster being my 2nd largest position at 10.5% weight, up over +150% since owning it (Nov'25). I could also use the funds right now to buy $NOW. The problem is tax drag. And it's what will save me from cutting a flower that I'm sure will continue growing, even if it'd be to water a clearly undervalued seed. :) If you own $NBIS, what's your plan? Holding, trimming, selling, buying more?

@aleabitoreddit As for $OUST why not go for an already proven, scaled business like $HSAI same Lidar exposure for a cheaper valuation

Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijing Geekplus - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (not public yet) - $LSCC - Esunny Robot (300024) - $NOVT - $RR - $PDY - Hesai (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most. Will start doing DD into mentions.

@BobgonzaleBob Why would you trust blocher doing something for the swiss people, the same people he profits off off on the daily

🇨🇭Blocher hat recht: Die Schweiz wächst rasant. Seit Einführung der Personenfreizügigkeit (2002) ist die Bevölkerung um über 1,7 Mio. gestiegen – rund 80 % durch Zuwanderung. Heute: 9,1 Mio. Prognosen sehen 10 Mio. in den 2040ern. ✅ Die Folgen sind sichtbar: überlastete Infrastruktur, steigende Pendlerzahlen, Druck auf Schulen und Spitäler. Ohne Steuerung leidet die Lebensqualität. Wohnungsmarkt unter Druck – Zuwanderung ist zentraler Treiber. Rund 60 % der neuen Haushalte gehen auf Zuwanderung zurück. Gleichzeitig steigen Mieten und Bodenpreise seit Jahren deutlich stärker als Einkommen. In vielen Regionen wird bezahlbarer Wohnraum knapp.‼️ Die Initiative setzt hier an und verlangt verbindliche Massnahmen bei Zuwanderung, Asyl und Familiennachzug. Früher steuerbar – heute eingeschränkt. 🇨🇭🙏 In den 1970er- und 1980er-Jahren konnte die Schweiz Zuwanderung eigenständig begrenzen. Mit der Personenfreizügigkeit ist diese Steuerung stark eingeschränkt. Neue EU-Abkommen (inkl. dynamischer Rechtsübernahme und Streitbeilegung) würden diesen Spielraum weiter reduzieren. 🔥 Die 10-Millionen-Initiative schafft einen klaren Verfassungsauftrag zur Begrenzung des Bevölkerungswachstums und stärkt die nationale Steuerung. ✅ 🇨🇭14. Juni 2026: Ja für eine handlungsfähige und lebenswerte Schweiz.🙏 blick.ch/politik/christ…

@myswiss Wie genau würden löhne steigen, grosse unternehmen würden einfach mehr outsourcen und immernoch löhne drücken. 100 tausende häuser und wohnungen gehören immernoch firmen, die möglichst viel profit haben wollen, weshalb nicht gegen die vorgehen?

Die Schweiz ist ein kleines Land mit begrenztem Raum, begrenzter Infrastruktur und begrenzten Ressourcen. Trotzdem wächst die Bevölkerung seit Jahren massiv weiter. Mehr Menschen bedeuten nicht automatisch mehr Lebensqualität — besonders dann nicht, wenn Wohnungen fehlen, Strassen überlastet sind, Züge überfüllt werden und die Natur immer stärker unter Druck gerät. Die 10-Millionen-Schweiz-Initiative setzt genau dort an. Sie sagt nicht „gegen Menschen“, sondern klar „für Mass und Verantwortung“. Für eine Schweiz, die auch in Zukunft noch funktioniert. Wer ehrlich hinschaut, sieht die Realität bereits heute: – explodierende Mieten – immer dichtere Überbauung – Verlust von Grünflächen – wachsender Druck auf Löhne und Infrastruktur – sinkende Lebensqualität im Alltag Die Initiative ist kein Extrem, sondern eine notwendige Bremse gegen unkontrolliertes Wachstum in einem kleinen Alpenland. Nachhaltigkeit bedeutet nicht nur CO₂-Ziele auf Papier — Nachhaltigkeit bedeutet auch, die Belastungsgrenzen des eigenen Landes ernst zu nehmen. Ein JA bedeutet: ✔ Schutz von Natur und Landschaft ✔ Mehr Lebensqualität ✔ Weniger Druck auf Wohnraum und Verkehr ✔ Eine Schweiz, die lebenswert bleibt ✔ Verantwortung statt grenzenloses Wachstum Wer die Schweiz langfristig erhalten will, muss jetzt handeln — nicht erst dann, wenn die Probleme unumkehrbar geworden sind. JA zur 10-Millionen-Schweiz-Initiative.

@StefanStillhart Owning a home doesn't have many benefits in Switzerland I still live in my parents home (they own) but I would rather rent and invest the rest

Wer nicht bis 70 sparen möchte für ein Eigenheim der sagt ja zur Nachhaltigkeitsinitiative!

@ariaradnia @CalebInvests_ @_balaji_km But why? I think that AVs are benefiting uber but is that all? It's a 5% position for me but it's definitely not my highest conviction, if any other food delivery or personal mobility company wants to compete they would need to lower prices as well

@CalebInvests_ @_balaji_km easily my highest conviction bets as well, just an execution machine 💪

The $UBER conference call was FULL of little gems like this From @_balaji_km: There's nearly $15B of Eats run rate coming FROM the Uber mobility app And there's approx 30% of Uber Mobility users who've NEVER used the Eats app ...still LOTS of room to cross-sell

@DrewCohenMoney @valleyinvesting That's the question every MU (and all cyclicals) investor should ask Revenues and profits can't keep growing for years to come

@valleyinvesting How do you value it?

Just normal markets doing normal market stuff

@jrouldz I have a small position but I'll wait for the earnings report If they are still in a "price war" and are lacking margin it's probably going lower (I growth isn't fast enough)

$SE For new investment I have been focusing mostly on American companies with small market caps This is large cap, and Singaporean...but I find both the technical and fundamental setup very attractive 🧐 welcoming opinions ✍️