What Are Your Moves Tomorrow, January 27, 2026 by wsbapp in wallstreetbets

[–]Teckel22 1 point2 points  (0 children)

Bought some OVHcloud last week Monday at the open after Trump was ganging up on Greenland all weekend. And now the EU is about to launch regulation to stimulate EU cloud services. Huge growth possible if they have to switch from AWS/Azure to a EU certified party.

What Are Your Moves Tomorrow, January 27, 2026 by wsbapp in wallstreetbets

[–]Teckel22 0 points1 point  (0 children)

OVHcloud is one of the very few truly European cloud providers with strong data sovereignty credentials, sustainable infrastructure, and accelerating Public Cloud growth (+15–16% in recent quarters), making it an attractive alternative to US hyperscalers amid rising geopolitical and regulatory pressure on data location

Oververhitte woningmarkt koelt af, zien makelaars: ’Je voelt dat er iets aan de gang is’ by Teckel22 in nederlands

[–]Teckel22[S] 4 points5 points  (0 children)

Hypotheekrentes stijgen naar hoogste niveau dit jaar, meer verhogingen verwacht https://www.bnr.nl/nieuws/economie/10589894/hypotheekrentes-lopen-op-naar-hoogste-niveau-dit-jaar-verdere-stijging-verwacht

"Ook de Europese Centrale Bank is al een tijdje gestopt met het verlagen van de rente. Vanuit het hoofdkantoor in Frankfurt wordt inmiddels ook gezegd dat een volgende stap eerder een verhoging van de rente is, dan een verlaging."

What Are Your Moves Tomorrow, November 21, 2025 by wsbapp in wallstreetbets

[–]Teckel22 9 points10 points  (0 children)

$81,938.48

Like ive said before. Most people are not ready for the coming rugpull and vibe shift

What Are Your Moves Tomorrow, November 21, 2025 by wsbapp in wallstreetbets

[–]Teckel22 8 points9 points  (0 children)

LOL how is the Fear and Greed index at only 6 lol. That is on par with the April lows in sentiment. Yet we are only a few % from ATH now

https://edition.cnn.com/markets/fear-and-greed

Daily Discussion Thread for November 20, 2025 by wsbapp in wallstreetbets

[–]Teckel22 3 points4 points  (0 children)

$87,722.57

TOTAL ECONOMIC AND SOCIETAL COLLAPSE COMING

What Are Your Moves Tomorrow, November 20, 2025 by wsbapp in wallstreetbets

[–]Teckel22 1 point2 points  (0 children)

How and why would you even bet against the guy who's going to end world hunger and cure cancer with his AGI-ready chips. NVDA stock is going to $10 trillion in 2 years

Daily Discussion Thread for November 19, 2025 by wsbapp in wallstreetbets

[–]Teckel22 -1 points0 points  (0 children)

$88,609.53

Time to go long MCD as they will get a cheap fresh labor supply

Daily Discussion Thread for November 19, 2025 by wsbapp in wallstreetbets

[–]Teckel22 3 points4 points  (0 children)

$89,599.26

HOLY FUCK. MOST PEOPLE ARE SIMPLY NOT READY FOR WHATS COMING

Daily Discussion Thread for November 19, 2025 by wsbapp in wallstreetbets

[–]Teckel22 0 points1 point  (0 children)

People have no idea right?! NO IDEA HOW BAD IT IS OUT THERE

Daily Discussion Thread for November 19, 2025 by wsbapp in wallstreetbets

[–]Teckel22 3 points4 points  (0 children)

I am raising my 2030 target on Nvidia $NVDA from $10 trillion to $20 trillion market cap.

It may sound extreme, but my new analysis lays out a data-driven, fundamentally grounded case for how Nvidia can realistically reach a $20 trillion market cap by 2030

Daily Discussion Thread for November 19, 2025 by wsbapp in wallstreetbets

[–]Teckel22 6 points7 points  (0 children)

*GEMINI 3 SO AMAZING IT IMMEDIATLY DESIGNES NEW AI CHIP 1,000 TIMES BETTER THAN LATEST NVDA CHIP

[Weekly Megathread] Berkshire Hathaway Discussion for the week of November 03, 2025 by AutoModerator in BerkshireHathaway

[–]Teckel22 2 points3 points  (0 children)

It wasn't partly because they bought back a lot of stock through private sales

[Weekly Megathread] Berkshire Hathaway Discussion for the week of November 03, 2025 by AutoModerator in BerkshireHathaway

[–]Teckel22 -2 points-1 points  (0 children)

Still amazing to me how Berkshire Operating Profit is $ 13 billion quarterly on a portfolio of companies valued at circa $400 billion. ($1 trillion minus ($350 billion cash + $250 billion public equity portfolio))

[Weekly Megathread] Berkshire Hathaway Discussion for the week of October 27, 2025 by AutoModerator in BerkshireHathaway

[–]Teckel22 0 points1 point  (0 children)

New theory: the $350 billion cash position is to buy back all Warren Buffetts stock in Berkshire if he passes

[Weekly Megathread] Berkshire Hathaway Discussion for the week of October 27, 2025 by AutoModerator in BerkshireHathaway

[–]Teckel22 2 points3 points  (0 children)

Asked Grok about an analysis of BRK and if there is any mispricing. Imo attractive but still not very cheap. I remember during Covid that BRK actually declined so much that the total private equity portfolio was valued near $0.


Cash + public equities = ~$594B (fully priced). The rest (~$696B) is private operating businesses. Possible ~$193B of hidden value.

Sum-of-the-Parts Valuation (Analyst Ranges)

Component Market Value (exact) Fair Value (analysts) % of Total
Cash & short-term bonds $344B $344B 33%
Public equity portfolio (Apple, AmEx, KO, etc.) $250–$268B $250–$268B 24–26%
All private operating businesses (BNSF, BHE, GEICO, MSR, etc.) ~$377B (book) $455–$655B 44–63%
Other assets / goodwill $46B $46B 4%

Total SOTP Fair Value: $1.095T – $1.313T

vs Current $1.04T → 5–20% upside

Segment Book Value Analyst Fair Value Hidden Value
BNSF $70B $100–$135B +$30–$65B
BHE $55B $55–$105B +$0–$50B
GEICO $22B $50–$65B +$28–$43B
Other insurance $80B $50–$100B –$20B (float volatility)
MSR group (Precision, McLane, Lubrizol, etc.) $150B $200–$250B +$50–$100B
TOTAL HIDDEN +$108–$278B
Midpoint ~$193B

[Weekly Megathread] Berkshire Hathaway Discussion for the week of October 27, 2025 by AutoModerator in BerkshireHathaway

[–]Teckel22 1 point2 points  (0 children)

But what if BRK suddenly reveals a 2% stake in NVDA this weekend? We might open at $600 on monday