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Traders' Clubissa seurattu swing-treidisalkku on ollut livenä nyt vähän yli 7 vuotta. Tämä on ensimmäinen vuosi, kun vuosituotto ylittää 50 % rajan – ja vuosi on vasta vähän yli puolivälissä. Tänäkin vuonna on kannattanut tehdä päinvastoin kuin talousmedia neuvoo, eli ostaa tekoälyosakkeita ja vääntää sijoitusaste yli 100 prosenttiin Iran-kriisin aikaan. Viimeisimpänä liikkeenä ostin eilen vahvasti alaspäin korjanneita tekoälyosakkeita (Micron, Marvell, CoreWeave). Oletukseni on, että AI-liitännäisissä osakkeissa on nyt hyviä ostopaikkoja ennen tuloskautta. #SwingTrading #Investing #AIStocks

If true, then the offer comes about a decade too late. Poland has already made its strategic choice. It is investing in its own defence industrial base, in close cooperation with South Korea, and intends to manufacture its own tanks, infantry fighting vehicles, artillery systems #Poland #DefenceStrategy #StrategicPartnership #PL #KR

"...the guys who are investing a thousand billion dollars into GPUs for data centers today, within the next five years, they are going to lose $900 billion" - just take a look at the vanishing free cash flows! It was fun talking about this to Jacob. #GPUs #DataCenters #Investing #Nospecificcountrycodescanbederivedfromthetweet.

Meine allererste bullische These zu ServiceNow habe ich am 26.06.2024 veröffentlicht. Damals bin ich auch eingestiegen. Die Aktie wurde abverkauft und steht von meinem ersten Einstieg aus 2024 betrachtet bei ca. -28%. Das ist jedoch nur die halbe Wahrheit, denn nach dem ersten Kauf stand die Aktie zwischenzeitlich mal bei +60%. Ich bin investiert geblieben bzw. habe sogar nachgekauft, da ich langfristig von der Story überzeugt bin. Interessant zu sehen, wie unterschiedliche Zeitfenster völlig unterschiedliche Ergebnisse präsentieren. 🧐 Mal schauen, wie es in 3-5 Jahren aussieht. 😊 #ServiceNow #Investing #StockMarket

SpaceX $2 trillion value at the stock market is set by naïve investors who think Musk’s promises will all miraculously be realized. Its debt is priced as junk by seasoned investors, rightly skeptical of his grand pronouncements: profits have to be earned https://t.co/y1lG3SHHeB #SpaceX #investing #Musk #Nospecificcountrycodesarementionedinthetweet.

An interesting twist to this is that many cite the fear of Russia striking Finland as a reason for trip cancellations and not investing here. This was the unintended consequence of joining NATO. It made us a target and many outside Finland understand it. #Russia #Finland #NATO #FI #RU #NATO

Ve Švédsku jsou daňová přiznání a příjmy fyzických osob veřejně přístupné. Díky tomu se dá verifikovat příběh geniálního tradera Kristjana Kullamägi, který z pár tisíc udělal 100 milionů dolarů asi za 10 let. Jeho citáty co mě baví: “Akcie se pohybují ve stejných patternech už stovky let. Skoro nikdo si nedá tu práci, aby nastudoval historii.” “Čím méně přemýšlím, tím víc peněz vydělávám. A pak mám tolik času a energie na jiné věci. Největší chyba, co lidi dělají, je že moc přemýšlí.” “Nemusíš být moc chytrý. Stačí nedělat opravdu hloupé věci.” “Je jedno co obchoduješ. Hra je pořád stejná, jenom se mění tickery. Jakmile se jednou tu hru naučíš, vyděláš tolik peněz, že nebudeš vědět co s nimi.“ Jeho příběh si můžete přečíst v nejnovějších Market Wizards. #trading #finance #investing

Nyt alkaa olla AI-kuplasta varoittelevilla viimeinen hetki kääntää takkia. S&P 500 puolijohdeindeksin forward P/E on romahtanut jo tasolle 17. Arvostuskerroin on nyt siis yhtä matalalla, kuin keväällä Iran-kriisin pohjissa. Arvostuskertoimet on kolmen vuoden pohjissa. https://t.co/q7aAer6IG8 #AI #SandyP500 #Investing

2026 ESTIMATED DEFENCE SPENDING: THE FREE WORLD IS STRONGER TOGETHER. The democratic world is investing at unprecedented levels to defend freedom, deter aggression, and support Ukraine. Estimated 2026 defence resources: 🇺🇸 NATO 32: ≈ US$1.65 trillion 🌍 18 countries I call to https://t.co/mkzBvRpupb #DefenceSpending #StrongerTogether #SupportUkraine #US #UA

In a more dangerous world, the EU–NATO partnership is more important than ever. European states are investing heavily in their defence. Building stronger, combat-ready, interoperable forces. Strengthening Europe's defence industry. And delivering greater security, better jobs https://t.co/JJ1idD3JjS #EUDefense #NATOPartnership #SecurityCouncil #EU #NATO

Today I gave a keynote for the European Space, Security and Defence Forum in Brussels. The war in Ukraine demonstrates that satellite technology has become a critical enabler of modern warfare. Europe must strengthen its military resilience in space by investing in secure https://t.co/vz94gprhoh #SpaceSecurity #MilitaryResilience #UkraineWar #EU #UA #BE

As countries navigate global challenges, investing in resilience, jobs & stronger institutions has never been more important. Good meeting with Chad's Minister Delegate to the Minister of Finance, HE Saleh Bourma Ali. @UNDP stands ready to support Chad's development priorities. https://t.co/Yz237vLluE #Chad #SustainableDevelopment #Resilience #TD

Throwing good effort after bad: People tend to invest more and more cognitive effort in futile endeavors simply because they have already wasted effort on them. [The sunk cost effect is our tendency to continue investing into a losing proposition simply because we have already #SunkCostFallacy #CognitiveBias #BehavioralEconomics #Thetweetdoesnotmentionanyspecificcountries.Therefore #therearenocountrycodestoreturn.

Nature is our greatest ally – holding the climate steady, cradling life & sustaining millions. Protecting nature is a legal & moral responsibility. Let’s honour that duty by investing in nature’s recovery & ensuring that people & planet thrive together for generations to come. #NatureConservation #ClimateAction #SustainableFuture #Nospecificcountriesarementionedinthetweetprovided.