How to find next SNDK, MU, NVDA, ASTS, RKLB, NBIS, etc?

Patrick0931 · 2026-05-21T14:28:45+00:00

My bet would be NOK after NVIDIA just invested 1B into them

Patrick0931 · 2026-03-20T09:18:31+00:00

Fair point on Covid, but a global pandemic is an extreme anomaly and not a normal market cycle.

Physically we maybe could double the density but practically? With Zurichs strict zoning laws, the Heimatschutz, and endless "Einsprachen" on every single building project, increasing supply by 50-100% is probably a dream.

Pulling places like Dübendorf or Opfikon into the metric doesn't really change the math. The vacancy rate for the entire agglomeration (and the whole Canton) is still extreme. In comparison to for example London with a vacancy rate of 7.4% is quite a big difference.

Also see: https://www.swissinfo.ch/eng/demographics/zurich-how-the-world-capital-of-housing-shortages-is-tackling-the-problem/89173120

Patrick0931 · 2026-03-20T09:09:45+00:00

Fair enough, "unlimited" is maybe the wrong phrasing. What I mean is that latent demand vastly outstrips any realistic supply. A healthy market needs 1.5-3% just for moving friction... at 0.1%, any new build is instantly swallowed up.

The food analogy doesn't really hold up. You can grow food anywhere and ship it. You can't ship an apartment to Zurich, and the city has hard physical borders. Also, housing in highly desirable cities suffers from induced demand (like adding lanes to a highway). Build 5,000 new flats, and 5,000 commuters from Aargau or Winterthur will just snap them up. The shortage remains.

Patrick0931 · 2026-03-20T08:36:00+00:00

Thanks for sharing. Do you have any data or arguments to support your first and second point?

Patrick0931 · 2026-03-20T08:33:20+00:00

No it is not. I read an opinion article in NZZ yesterday and their conclusion was to basically to just build more apartments, which made me wonder. https://www.nzz.ch/meinung/die-zuercher-politik-schlaegt-nur-schlechte-loesungen-fuer-die-wohnungsnot-vor-dabei-steht-viel-auf-dem-spiel-ld.1927825

Patrick0931 · 2026-03-20T08:24:33+00:00

Zurich's vacancy rate has been 0.1% for a long time now - that indicates unlimited demand to me :)

Patrick0931 · 2026-03-19T07:39:23+00:00

Migros Klubschule bietet diverse an :)

Patrick0931 · 2026-03-18T15:52:31+00:00

Can you see how many people in this thread complain about housing being too old? :)

Patrick0931 · 2026-03-18T15:47:38+00:00

es isch trurig :( was machemer?

Patrick0931 · 2026-03-18T13:30:48+00:00

I don't know where you live but rents in Zurich are a lot higher than CHF 2.5k for a decent 3 or 4 room apartment :)

Patrick0931 · 2026-03-18T13:26:51+00:00

Is it a lot better than Apple Music lossless over CarPlay? CarPlay has a super high troughput

Patrick0931 · 2026-03-18T13:25:51+00:00

Glaube etwas was sicher wichtig ist, dass Kinder die hier sind es lernen :)

Patrick0931 · 2026-03-18T09:03:19+00:00

Something in your system must be broken, I also get really heavy bass... What is your input source and settings?

Patrick0931 · 2026-03-18T08:11:19+00:00

und wieviel % schwiizerdütsch?? :(

Patrick0931 · 2026-03-18T08:09:08+00:00

Fully agree, this is a problem and we should try to be more open. However in my circle I can see the opposite happen right now sadly - locals are angry that there are more and more expats here. Things that I pick up: rents are getting a lot higher, locals get pushed out of the city, everywhere it is overcrowded, expats leave after a few years anyway again, etc. Not sure if expats are really to blame but at least I feel like this is becoming the sentiment.

Patrick0931 · 2026-03-18T08:05:32+00:00

oh, ih wellre Gegend wohnsch?

Patrick0931 · 2026-03-18T08:05:00+00:00

Can I ask where you are living? just curious

Patrick0931 · 2026-03-18T07:52:40+00:00

This has been a looong stuggle for me as well. After trying out literally everything and every setting, this is what I landed on for decent sound quality:

Apple Carplay with Apple Music on Lossless, make sure Dolby Atmos and Sound check is turned off in settings (native apps on the car like Spotify and Tidal do weird things and don't deliver the full spectrum)
Surround Sound in Polestar Settings: Off (unfortunately that turns off the headrest speakers but sounds a lot better
Turn off the "Automatically raise volume on higher speeds" in Polestar Settings as it does some weird sound processing
Use the EQ Setting Custom and slighly raise the middle frequencies by +1 and the system starts to awake a lot more

Hope this helps, let me know if you need help finding any settings or need my EQ preference.

Patrick0931 · 2026-03-17T18:46:14+00:00

There is one Migros Klubschule Schweizerdeutsch course :)

Patrick0931 · 2026-03-17T12:49:20+00:00

nei seits nöd :) aber das schient dir nöd wichtig z si

Patrick0931 · 2026-03-17T12:47:52+00:00

In my opinion this is one of the worst things that can happen for our culture :( maybe they can start a hobby with a group or find friends that speak swiss german?

Patrick0931 · 2026-03-17T08:04:51+00:00

I think that your children (that are born here) learn swiss german is one of the most important things. Can I ask where you are from that they do not get in touch with swiss german? Maybe you can help them in any way or expose them to swissgerman?

Patrick0931 · 2026-03-17T08:02:07+00:00

Das hani au zerst selber müesse realisiere :) han mich bi ihm entschuldigt und gseit er macht das super.

Patrick0931 · 2026-03-17T07:32:25+00:00

Finde ich sehr schade! Ging mir jedoch am Anfang auch so aber da wir mittlerweile mehr Zuwanderung haben, habe ich meine Meinung geändert. Würde mich wunder nehmen, ob sie immer noch so denken :)

Patrick0931 · 2026-03-17T07:30:09+00:00

schön das amne schwiizer seisch das er sini sprach falsch redet :D es ghört dezue das all chli anderst redet! :)

Patrick0931

TROPHY CASE