Norbert
1.1K posts
The UK is officially the biggest Deep Tech hub of Europe.
It attracted $5.2bn in funding in 2025 - more than any other country in Europe.
Last year a BUNCH of great UK Deep Tech companies raised cash:
> Nscale
> Synthesia
> ElevenLabs
> Isomorphic Labs
> CuspAI
> Nothing
Interestingly Paris is the biggest Deep Tech city in Europe, but the UK has Oxford, Cambridge and London which all contribute.
2026 is only going to be even bigger for Deep Tech with rounds like Ineffable, Olix, ElevenLabs and Synthesia already accounting for nearly $2bn of investment.
LETS GO
Great stuff from @yoramdw, @sabben and the @dealroomco team.
Check out the full report here: dealroom.co/reports/the-eu…
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This is a fund I hold and see it doing well over the coming years as space travel and exploration ramps up.
Anyone hold it?
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@mattscottcap So happy to hold $PATH. AI will cause so many unintended issues when it is let loose trying to do too much too soon without orchestration. Orchestration is going to be priceless, and $PATH are the best placed to deliver that for all the worlds big businesses.
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$PATH down almost 10% on the day after another Claude announcement
Today shows exactly why I got out
There will be a continuous headwind of AI products getting better and better and coming to market
They can have success in enterprise, but $PATH bulls vastly underestimate competition in the space and the effect that will have on pricing power
Matt Scott@mattscottcap
Over the past week, I have significantly reduced my position in $PATH and I am considering selling all of it. TLDR: Weak moat & pricing power, and I like risk/reward in other stocks more I see a lot of extreme enthusiasm about $PATH and I think most people that own the stock don't understand the landscape of the space fully. I run a company helping businesses automate processes in their business and this can be done at a fraction of the cost of $PATH's software. We do this for smaller SMBs, not enterprise. But I have seen multiple startups pop up which are competing with $PATH for enterprise. $PATH 's technology has almost no moat. The moat is that they are established and have trust behind their name and partnerships with companies like $MSFT. For legacy enterprise companies, it's hard to get them to take a chance on something new and unproven, especially when security and sensitive data is involved. THIS is $PATH 's moat. While this is the case, I have talked to people who have indicated that many enterprise clients are looking for alternatives because $PATH 's software is expensive (even though it generates an ROI for businesses) and it's hard to leave once they are integrated. This could be seen as a positive, as their business is very sticky, but long-term, clients are looking for another solution. I want to be clear, I am not bearish on $PATH. I think they can still win especially in the near-term, however I think the long-term future is much more uncertain and they may be forced to lower prices exponentially. For now, I still have a small position and even if I end up selling all of it I will be rooting for them and all of you who own it. I just rather have my capital behind companies which have a much stronger moat and better risk/reward. $PATH still has a strong balance sheet and I'm sure growth will re-accelerate. So maybe I play this on a shorter time frame (1-2 years) but long-term, the future is realllly uncertain in my view. Regardless would love to hear your thoughts if I am wrong I am always open to having my mind changed!
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Following on the rent vs buy debate:
£300,000 house.
→ Mortgage interest: £12,000/year
→ Maintenance: £3,000/year
→ Insurance: £800/year
→ Stamp duty: £10,000 upfront
→ Total real cost: £25,000+ year one
£300,000 in the Nasdaq instead.
→ Average 15% annual return = £45,000/year
→ No boiler breakdowns
→ No roof repairs
→ No estate agent fees when you sell
Someone else fixes the boiler.
Someone else pays the buildings insurance.
Someone else handles the maintenance.
Renting isn’t throwing money away IF your money is working hard elsewhere.
Sometimes it’s the smartest trade in the room.
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@2147mill But even with the mortgage interest, and the other costs, renting is far more expensive. I pay £750 mortgage including all interest, my neighbours renting the same flat pay £1400, almost double what I pay. I don't spent £650 each month on stuff, more like £100 at most.
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The average UK mortgage is £200,000 at 5% over 25 years.
Total repayment? £350,000.
You borrow £200K and pay back £350K.
£150,000 straight to the bank.
For nothing.
Then you pay to fix up the house.
Stuff breaks.
You pay insurance monthly.
Fees when/if you sell the property.
And we act like renting is throwing money away.
There is a strong argument for renting.
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@2147mill @Trading212 I literally just opened an AJ Bell SIPP after years of waiting for T212.. then T212 announce it. Too late now I think.
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Is £3000 p/m enough for you to quit your 9/5?
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@FinanceJack44 Here is the problem - which? There are so many variables that go into stock pricing - picking the "better" one in terms of future stock returns is very very difficult. You can do 1000 hrs of research into a company, choose it, and the price can just crash on a good earnings.
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@norbert_d_d I guess you can but why not just own the better ones
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If you own 25+ individual stocks... why?
The way I see it it would be very difficult to have a fully formed thesis for that many companies at once while also keeping up with news, earnings, etc.
I get that people like to be diversifed, especially those who don't put as much work into studying companies. However, I think that only helps my point. If you're not gonna put that much work in, either buy a handful of companies you do understand, or just buy ETFs.
Your potential to meaningfully outperform the market decreases the more positions you hold, and at 25+ you're basically starting to build an ETF. You take on the risks of stock picking and investor psychology while mathematically limiting upside.
As Warren Buffet said: "no one ever got rich off their seventh best idea". I think it's a bit hyperbolic to apply this at face value, especially for the average retail investor, but his point still stands.
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@norbert_d_d I transfer the premium I make into my ISA. Sadly no, you still can not trade options directly in an ISA but you can still play the strategy. 😉🍀🇬🇧
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Decided it was a good time to sell covered calls on $ZETA 🇬🇧 for this Friday in the options account.
Put them shares to work.
I bought 500 shares at $16.16.
Just sold covered calls against them.
$165 collected for a 4 day contract!💰
If they get called away at $18?
I make $920 on the shares
PLUS keep the $165 premium.
If they don't?
I keep $165 and do it again
next week.
Getting paid to hold a stock
I believe in anyway.
All funding my ISA tax free. 🇬🇧
#ISA #FinancialFreedom
#UKInvesting #CoveredCalls
#OptionsBrit #TheWheel #optionstrading
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@beter66462 @CuriosityonX @TheOceanCleanup do have river barriers too! They are so great! (but would be fantastic to see them expand and cover all these at some point!)
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@CuriosityonX Put a nett at the end of those rivers. It wil solve 95% of the plastic pollution
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@BastianelliLore If they can't buy 1 share buy 0.1 of a share then. Most good brokers let you do it. It's only if you want to trade options a high stock price is an issue.
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$MELI trades at $1,635 per share.
No US stock split. Ever.
Meanwhile revenue grew 45% last quarter and they're investing $3.4B in Argentina alone this year.
The stock "looks expensive" because most people can't afford one share. That's not a valuation problem. That's an accessibility problem.
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@MMatters22596 All the delays shows just how difficult autonomous cars actually are. Tesla are still the only ones that are putting all the pieces in place for true, at scale autonomy. Nvidia's solution is expensive (lidar), and lacks the key real world driving data.
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This is one of the most expensive tech stocks in the world.
When will people realize that they are paying for hype, not for actual growth.
$TSLA promised a 1 million car autonomous fleet to be live in 2021.
5 years later and Tesla is nowhere close to this.
Now $NVDA partnered with $UBER, positioning themselves for direct competition to $TSLA.
$NVDA ALWAYS delivers.
This is bad for $TSLA.
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The FTSE 100 has wiped out all of its 2026 gains.
Are you buying here?
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@cimbalekj @deez_nutz_on_u @AS_22im There have been 6 confirmed damaged/destroyed Patriot launchers. 0 complete systems. 2 confirmed damaged radars. 4 confirmed F-16 losses.
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@growthrapidly Cautious. Waiting for the YOLO moment, which is coming soon.
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@AS_22im I saw 927 pre-war + total new 181 = 1108. Either way, only getting 33 out of 927 is still a very small amount after such a long war with these being primary targets near the front. Ukraine claims 1336 AD equipment kills, so around 2.4% of AD kills are S300-S400 TELs.
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@norbert_d_d I think the numbers for damage and destruction are correct, but the total is wrong.
I don’t know how you arrived at the number 1,108, but the number of TELs in service prior to the war was 927.
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