Tobi

@MaximInvestiert Fortinet auch heut Nacht📈

Datadog, was ein Biest 😂 Nach wie vor ein tolles Unternehmen 😊 Hätte ich 10 Milliarden Euro, dann hätte ich deutlich mehr Aktien im Portfolio 🙈 fenerofolio.de/blog/investmen…

@Matt_vlietstra Yesterday I bought my first chunk of it after your post. Been looking into SMR for longer, missed the last ride, so I needed a little push. Thanks for that

$OKLO LFG!!

@KIDKiNNAJ @TweetsOfSumit Nein der Vergleich hinkt nicht wenn man ihn ehrlich angeht. Man muss schon die kompletten Kosten für ein Hauskauf mit einberechnen, auch die, die später anfallen. Dann auf monatsbasis runterrechnen. Danach die aktuelle Miete abziehen und den restlichen Betrag investieren.

@TweetsOfSumit Viele schreiben hier statt Eigenheim lieber in ETFs investieren vergessen aber gleichzeitig das sie ein Objekt mieten müssten und weniger Geld für einen ETF haben. Der Vergleich hinkt meiner Meinung nach.

Gibts jemand der es bereut in Deutschland ein Eigenheim gekauft zu haben und würde lieber wieder Mieten?

@FinnStockinger Nice read!

$GOOG Alphabet Q1 2026: The Industrialization of Intelligence Alphabet has fundamentally shifted from a "capital-light" software giant to a vertically integrated "industrial utility." This report confirms that the AI race has moved from algorithms to a brutal competition over physical infrastructure and silicon efficiency. 1️⃣ The Capex Explosion: Building a Physical Moat ➡️ The Figure: Alphabet reported $35.7 billion in capital expenditures for Q1 alone, raising its full-year 2026 guidance to $180B–$190B. ➡️ The Strategy: Management is following an "over-provisioning" doctrine. They explicitly stated that the risk of under-investing in compute is far higher than the risk of idle capacity. ➡️ The Supply Chain Impact: This isn't just about chips. 40% of their technical infrastructure spend is now flowing into data center construction and networking (e.g., Virgo Network). Google is trading cash for "concrete and silicon," creating a barrier to entry that competitors simply cannot fund. 2️⃣ Silicon Sovereignty: The Shift to Custom ASICs ➡️ TPU 8t & 8i: Google unveiled its 8th-generation TPUs, splitting the architecture into a training powerhouse (8t) and a low-latency reasoning system (8i). ➡️ The Structural Threat: By integrating custom Axion (ARM-based) CPU headers directly into the TPU systems, Google has eliminated traditional host bottlenecks. This vertical integration allows them to claim an 80% improvement in performance-per-dollar for inference. ➡️ The Market Pivot: Google is no longer just a consumer of hardware; they are a supplier. They announced plans to deliver TPUs to select customers for use in their own data centers - a direct challenge to the traditional merchant silicon model. 3️⃣ The $462B Backlog: Stabilizing the Foundry ➡️ The Figure: Google Cloud’s backlog (RPO) nearly doubled quarter-on-quarter to $462 billion, with over 50% expected to convert to revenue within 24 months. ➡️ The Real Impact: This massive, contractually-bound demand allows Google to place multi-year, high-volume orders with foundries like TSMC and partners like Broadcom. ➡️ The Reality: This "locks in" leading-edge manufacturing capacity (3nm/2nm), effectively crowding out smaller AI startups and competitors who lack the balance sheet to secure long-term foundry slots. 4️⃣ The EPS "Distortion": Paper Profits vs. Cash Flow ➡️ The Figure: Reported EPS hit $5.11, but a massive $37.7 billion of Net Income came from "Other Income" - largely unrealized gains on non-marketable equity securities. ➡️ The Cash Divergence: Free Cash Flow (FCF) fell to $10.1 billion as the company aggressively liquidated marketable securities to fund infrastructure. ➡️ The Takeaway: Alphabet is cannibalizing its liquid safety net to fund a high-conviction bet on physical AI dominance. They are a "heavy" company now, and their margins will soon be dictated by the depreciation cycles of $190B in annual hardware spend. 5️⃣ The Death of General-Purpose Compute ➡️ Axion vs. x86: The rollout of Axion (Google’s custom ARM CPU) is delivering 30% better price-performance than other hyperscalers' x86 offerings. ➡️ The Supply Chain Realignment: The traditional server CPU market (Intel/AMD) is being relegated to a "legacy" role within the Google stack. The new standard is a tightly coupled system where the CPU, TPU, and Network Fabric (Virgo) are designed as a single, inseparable supercomputer. 6️⃣ The Final Frontier: Energy as Hardware ➡️ Vertical Energy Integration: Google is moving "all the way to the socket." The massive Capex increase for 2026 includes investments in energy infrastructure to support a fabric that can scale to 1 million TPU chips in a single cluster. ➡️ The Conclusion: The AI moat is no longer just "code." It is the ability to secure 47 petabits/sec of bandwidth and gigawatts of power. Google is winning not because they have the best chatbot, but because they have the lowest unit cost of intelligence on the planet.

@TedPillows Short of course

Would you long or short this chart?

@MaximInvestiert Frohe Ostern 💐 Was hälst du eigentlich von tokenisierten Aktien (z.B. von Ondo die über BitGet gehandelt werden können)? Sind nach einem Jahr steuerfrei und bei langfristigem investieren ist das ja super. Aber klar gibt's da (noch) Risiken

Heute um 19:00 Uhr LiveStream auf YouTube, bin schon gespannt was euch so beschäftigt 😊 Ich hoffe ihr alle habt schöne entspannte Osterfeiertage 😄

@MaximInvestiert BTC neu dazu. Eventuell ETH nachlegen. HOOD, NOW und Amazon nachlegen. Und dann schauen was CROWDSTRIKe, ASML, BE und Nittobo machen

Ich werde dieses Jahr nicht nur hier und da nachlegen, sondern auch noch neue Aktien ins Depot holen. Wie sieht euer Plan aus? Habt ihr auch noch bestimme Unternehmen auf der Watchlist die ihr neu ins Portfolio reinholen wollt? 😊

@FritzSpitzbnmh @KryptoWolfGER Tatsächlich spricht sehr viel dafür, dass das Narrativ vom Preis bestimmt wird

Modell Zeit und Daten auf #Bitcoin. Es geht hier nur um Zeit und Daten und nicht, ob der Zyklus in Euphorie getoppt ist oder welche Nachrichten gekommen sind. Deswegen "Modell"

@Greymatter306 @MaximInvestiert Sonntag für Gewinner💪

@MaximInvestiert Sonntag früh Sport, dann Pancakes machen und dann das Sonntag 10 Uhr video genießen mache ich so seit mindestens 1jahr und freue mich immer wieder😂💪

Morgen 10:00 Uhr (Sonntag): Deep Dive zur KI-Rezession. 📉 Wir analysieren unter anderem die (leicht dystopischen 😅) Szenarien von Citrini Research & die Thesen von Anthropic. Es gibt aber noch weitere spannende Berichte zu KI, die wir intensiv besprechen werden. Das Gesamtbild ist spannendeer als man denkt! 😊

@NoLimitGains But did they draw a giant green arrow in the chart?

🚨 CBO just projected U.S. debt hits $150 trillion by 2055 That’s $150,000,000,000,000.00

@conorfkenny Short term bearish but long term extremely bullish and happy to buy lower

Are you feeling bullish or bearish about next week?

@mojmir_hlinka @Stock_Bonvivant Freue mich schon auf heute Abend!

🙏 Danke fürs Teilen @Stock_Bonvivant

@CalebFranzen Amen

Make yourself immune to upside FOMO in a bear market.

@MaximInvestiert Habe heute tatsächlich was verkauft. Aber "Nittobo" ist auch über Nacht um 25% gestiegen trotz niedrigem Handelsvolumen. Hab in einem Monat 70% gemacht. Das reicht mir mit der Volatilität.

Wer jetzt Panik schiebt und keine Strategie hat, wird es schwer haben! Der Markt ist laut und jeder hat plötzlich "den Durchblick" Fakt ist: Derzeit werden "schwache" und "starke" Unternehmen im gleichen Maße abgestraft. 📉 Und genau hier werden Vermögen aufgebaut! Sollte diese Schwäche das gesamte Jahr 2026 anhalten, dann schätzt euch glücklich. Ihr habt massig Zeit, um in Ruhe Positionen aufzubauen. Noch in 2025 schrieben mir hunderte, sie wünschten sich einen Crash oder Bärenmarkt. Jetzt sind die Kurse günstig, aber ich sehe wenig Freude🧐

@FinnStockinger And rising price with falling volume seems like distribution to me. Maybe I hop in again on the nittobo trade later

Thanks for sharing that! Moving from Crypto to the stock market definitely teaches you to respect volatility, so your cautious approach is completely valid. Nittobo has great fundamentals, but you're right - the price action can be a rollercoaster and it's not for everyone. Protecting your capital and peace of mind is always the best trade. Glad to have you following along, and I hope my future updates help you find the right entries 👊

$Nittobo ($3110.T) – The Bottleneck of Modern Computing $3110 (Nitto Bosaki) remains the most mispriced monopoly in the semiconductor stack. While the retail crowd fights over GPU allocations, the real "Alpha" is hidden in the dielectric constant of a 128-year-old Japanese firm. At ¥21,200, Nittobo isn't just a stock; it’s a structural arbitrage on the survival of high-speed data. Price Target: ¥21,200 -> ¥32,000 (Based on 22x EV/EBIT forward multiple) 1⃣The "Signal Integrity" Tax In the transition to 1.6T networking, we’ve hit a physical wall: Dielectric Loss. As data speeds double, signals leak into the motherboard as heat. The only solution? NE-Glass (Low-Dk). Nittobo controls 90% of the global market for this material. If you are building a Blackwell cluster or an M5-series Mac, you are paying a "Nittobo Tax." There is no substitute. Competitors in Taiwan are still 36 months away from matching Nittobo’s chemical purity. 2⃣Q3 FY2025: The Profit Explosion The latest February 2026 filings (Q3) aren't just good; they are anomalous. Net Profit Surge: +272.7% YoY (¥35.1B). Operating Leverage: While revenue in Electronic Materials grew 31%, segment profit exploded by 163.5%. The Pivot: Nittobo has successfully cannibalized its low-margin construction business. They are now a pure-play tech enabler disguised as an industrial firm. 3⃣The "Apple vs. AI" Scarcity The real "meat" for 2026 is the supply-demand mismatch. Nittobo’s order books for T-glass and NE-glass are effectively sold out through 2026. Apple is reportedly bypassing traditional supply chains to secure Nittobo’s production for the next iPhone generation. When a $3T titan like Apple fights for a Japanese manufacturer's capacity, "fair value" becomes a moving target. 4⃣NER-Glass: Leapfrogging the Competition While the market prices in NE-Glass, Nittobo is already shipping NER-Glass. The Moat: It reduces the thermal expansion coefficient by 30% (2.8ppm to 2.0ppm). Why it matters: As AI chips get larger and hotter, they warp. NER-Glass is the only material that keeps the silicon flat. Nittobo has already locked in the 2027 standard while the competition is still trying to solve the 2024 problem. 5⃣The USD Play: Why Now? For the USD investor, Nittobo at ¥21,200 is a rare Triple-Leverage Play: Equity: A structural monopoly in the highest-growth tech sector. FX: Acquiring an asset in historically cheap JPY. Dividend: A record ¥114.00 forecast (30% payout). Management is finally returning the tech windfall to shareholders. ➡️Final Verdict⬅️ Nittobo is the "ASML of Glass." It’s the invisible toll bridge of the AI era. At 20x forward P/E, it’s a bargain compared to US peers (Vertiv, Fabrinet) trading at 40x+. The "Glass Ceiling" isn't just breaking; it’s being replaced by Nittobo’s NE-Glass. Ticker: TYO: 3110 / OTC: NBCLF Next Catalyst: FY2026 Full-Year Guidance (May). When Apple starts fighting Nvidia for a Japanese glass-maker's capacity, you know the cycle has shifted from 'growth' to 'survival'. I’ve laid out the data from the Q3 report, but I want to hear from you: Is Nittobo the ultimate 'pick and shovel' play, or is the JPY volatility too much of a hurdle for your USD portfolio? Let’s debate." #Photonics #AI #Bottleneck #TSE #Nittobo #GlassSubstrate #Semiconductors

@FinnStockinger I sold my position after I wrote you before. Been new to the game and classified nittobo as a swingtrade. Vola is a bit to much for me. I'm longterm bullish. Maybe I should just keep it but lost to much in Crypto to gamble everything away.I appreciate your work and follow you now

The catch is the complexity—most people miss the bottleneck because they don't look past the silicon to the physical limits of signal integrity and thermal warping. It feels easy now because you’re front-running the 2027 capacity expansion, but I’ve detailed the specific risks and the T-Glass vs. NER-Glass moat in my update here: x.com/FinnStockinger…

@KryptoWolfGER Das ganze erlange Wissen das man durch Fehler und der gleichen gemacht hat soll doch jetzt nicht umsonst gewesen sein

Was ist eure Motivation noch in der #Krypto Welt aktiv zu bleiben, nach ALL DEM was hier 2025 passiert ist? Eigentlich gibt es objektiv keine Gründe mehr wieso man sich (als normaler Mensch) überhaupt noch mit diesem Markt befassen sollte.

@MaximInvestiert Wer macht den dicken Short auf und opfert sich, damit es nicht fällt?

Wenn es bei Cloudflare genauso läuft wie bei allen anderen SaaS/ Tech Aktien, dann gibt es morgen nach den Zahlen erstmal einen Dump von -20% 😂 Was meint ihr, macht der Markt hier eine Ausnahme oder gibt es morgen einen auf den Sack?

@MaximInvestiert Amazon wird der größte KI Gewinner überhaupt. AWS + Logistik + Werbung+ die riesigen Anteile bei Anthropic

Seid ihr bei Amazon für die nächsten 5 Jahre bullisch oder bärisch?