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Celovec

Christian Soschner

Celovec
Last login 2025-12-07
Member since 2015-05-23

Top wikifolio
Trends in Europe and America

Celovec
+271.9 %

since Beginning

+7.9 %

1 Year
TOP WIKIFOLIO TRADE
- Buy 2025-07-01 at 05:45 pm
  
  BABCOCK INTL GRP LS-,60
  
  GB0009697037
  
  Price (EUR) 13.280 12.8%
Last Activity

Innovation in Europe and US

Trimmed Apple – Added Plug Power + Cash This week I trimmed Apple. It remains one of the strongest companies globally, but after an almost 4× performance, the position became too large in the portfolio. Taking profits and rebalancing is simply disciplined risk management. Apple still holds one of the most important strategic assets in the emerging “supercomputer-in-every-pocket” era. As the world builds out immense AI-driven data-center capacity, the fundamental shift is clear: we are moving from devices that primarily store information to devices that access cloud-based supercomputing on demand. History shows this pattern repeatedly: 1930s → early computing to enhance human decision-making 1950s–70s → mainframes 1980s–2000s → personal computers 2010s → smartphones 2020s → cloud-hosted supercomputing accessible from any device Apple remains the dominant interface between humans and this computing layer. No matter how powerful cloud AI becomes, people still need intuitive, secure hardware to access it — and Apple continues to excel here. 50% of the proceeds went into cash, preparing for the reset everyone keeps discussing. Sooner or later we will get a meaningful correction, and liquidity becomes an advantage when it arrives. The remaining 50% went into Plug Power. The future will be energy-intensive, regardless of which AI or robotics platforms win. The grid will require diversified sources — hydrogen included. Plug Power has struggled since the 2022 correction, but this is exactly why I treat it as a small optionality bet. If hydrogen becomes a meaningful part of the future energy mix, Plug Power could benefit disproportionately. If not, the position size protects the portfolio. It is, in essence, a lottery ticket on part of the energy future — bought at a depressed valuation and sized sensibly. The principle remains unchanged: trim strength, build cash, and selectively add asymmetric future-thematic optionality.
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Seit 35 Jahren interessiere ich mich für Investments. Anfangs waren es Computersimulationen, danach Schulausbildung und Studium. Seit 1995 beschäftige ich mich hauptberuflich mit den Themen Investitionen, Finanzierungen und nachhaltige Unternehmensentwicklung und begleite Unternehmen in diesen Phasen als Executive, Coach oder Mentor. Neben wirtschaftlichen Aspekt ist eine der Schlüsselfragen bei jeder Investition für mich: Welche Effekte hat das für die Wirtschaft und für die Menschen? Wie kann ich positiv zum Wandel beitragen? Mehr Info: https://linktr.ee/soschner show more

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User name: celovec

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