NVDA
NVIDIA
-- 144.470 TSLA
Tesla
-- 410.440 PLTR
Palantir
-- 79.890 AMD
Advanced Micro Devices
-- 125.370 CRNC
Cerence
-- 19.330 
Eurpean morning News, i am leaving this shares even after good news from Gouvernement. Trump problems
$Alibaba (BABA.US)$ The Rates of 60% in future from Trump? After all it was a mistake to believe in good measures from gouvernement. So i sell Baba with little loss and shall not buy in future etf's of Krane $Kraneshares Tr Msci All China Index Etf (KALL.US)$ or $VanEck China New Economy ETF (CNEW.AU)$
The question is whether Trump will do everything at the same time. That is, increase tariffs by 60% on Chinese products and 10-20% on goods from all other countries.
The question is whether Trump will do everything at the same time. That is, increase tariffs by 60% on Chinese products and 10-20% on goods from all other countries.
Also Europe shall increase taxes because of mild recession. Thousands of layoffs in the automotive sector due to poor sales of electric cars. Audi, Renault, Citroën, Peugeot, Volvo, Volkswagen and also Mercedes-Benz, which will close some factories in China.
So, more recession in China shall follow, even with good intentions of Wu Qing? Too late?
According to Amundi, a full and rapid implementation of this policy will be a huge shock to the economy and markets. But of course, milder scenarios are also conceivable.
I haven't seen any support in downtrends. Even the buybacks of Baba don't support the course?
Maybe i am wrong ... i hope ... but i don't think? ![]()
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Thelord : So you sold all?
Money Thrill OP : i have only Alibaba and all sold. i take always several positions, 1st position to take 2th and 3th position over several months for DCA. But don't take anymore positions. I have a bad feelings about it ... so i sold the whole little first position with little loss. But i have around 25 positions in shares and etf's. I invest for long-term but every day i take a look at the begin and end of market to change some positions. Buy or sell. Last week i selled some $CrowdStrike (CRWD.US)$ (Friday at highest position end market, if % comes to high) and $NVIDIA (NVDA.US)$ [at 148, % to high]. Always same business.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Money Thrill OP : But also difficult for European people to except or see this ... a mild recession because of war in Oekraïn.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Money Thrill OP : The Abroad is so good as cooked. [European news from MarketDevil]
Money Thrill OP : But, also .... Many American companies are active in Asia. They will undoubtedly put pressure on Trump to prevent negative effects as much as possible! $Taiwan Semiconductor (TSM.US)$AND China is certainly not defenseless. It also has its own means of pressure that it can use in negotiations. For example, it can threaten export restrictions on medicines, rare earth metals and other raw materials that the US has a shortage of. And US needs the chips from
Thelord : I see. Good points. But since your position is small in a diversified portfolio, actually can just leave it there to observe