Selten machte E-Auto fahren/ laden so viel Spaß wie heute. 🤩
10.03.2026 12:53
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Selten machte E-Auto fahren/ laden so viel Spaß wie heute. 🤩
If you are a MNDY shareholder (like I am), this long 75min interview with the co-founder and Co-CEO of Monday. com is definitely a good spend of your time: youtu.be/zjcYlEiwnKI
Elastic after Q3 FY26 is an AI winner stuck in the penalty box. Operating margin is improving and revenue is growing nearly 20%, but the stock keeps selling off. Why? Here's my update on the $ESTC investment case buff.ly/zKIAjhT
Wow. Here's the leaked memo from the Anthropic CEO to his employees after losing the Pentagon deal to OpenAI (paywalled). In it, he expresses strong criticism not only of OpenAI but also of his actual partner, Palantir according to the "safety theater" they played.
In light of Stripe's interest buying PayPal, the CEO's dismissal finally seems understandable. Alex Chriss was not replaced due to poor quarterly results, but because the board wants to prepare for a potential sale or breakup of PayPal. Here's what shareholders of $PYPL can expect: buff.ly/VtAJMW7
Was Alex Chriss fired to prepare for a sale of PayPal under new management? I can’t imagine $PYPL being sold for less than $60 per share. www.marketwatch.com/story/paypal...
Despite record cash flow and high margins, the freelancer platform Upwork from my portfolio is being treated like an AI loser. Here's why the re-rating of $UPWK could come sooner than expected: buff.ly/Hi5hHf1
The robotaxi era brings new challenges. What should be done if people forget to close the door after leaving? Waymo now pays DoorDash to help them out. buff.ly/GGkLSwG
Das SaaS Blutbad geht unvermindert weiter. In der Software-Branche selbst versteht es um mich herum niemand, denn von Disruption durch AI ist im Tagesgeschäft des Software-Business nix zu spüren. Die Tech-Börsen agieren gerade in einem Paralleluniversum zur realen Welt. buff.ly/sItusRW
Tough times for SaaS shareholders: $MNDY from my portfolio saw another sharp sell-off following the release of its Q4 results. They hit new lows, reaching a level not seen since the end of 2022. Here‘s my view on the situation: open.substack.com/pub/hightech...
It will be interesting to watch how Tesla's revenue estimates fall over the course of the year. Here’s the current status: analysts are still calling for 12% growth for no reason. Could you please help me to wake up the sell-side analysts and their ridiculous $TSLA growth estimates? buff.ly/WVUdtU3
Software stocks are crashing across the board due to a huge misunderstanding about agentic AI. I've now removed the paywall from what is probably my most important write-up of the year so far. It explains which software companies are really threatened by AI and which are not. buff.ly/jzJYt40
Completely unexpectedly, PayPal stock, which had been one of my four high-conviction investments until then, yesterday turned into a problem in my portfolio. Here‘s my assessment of the tough situation and how I react as a PayPal shareholder. open.substack.com/pub/hightech...
To accelerate the expansion of its robotaxi service, Waymo raised $16 billion in new funding at a valuation of $126 billion. The UBER valuation currently sits at $165 billion. buff.ly/VocKKVk
SpaceX-xAI merger " is really a kind of bailout, to give a lot of cash to a company that is otherwise in distress. If I owned SpaceX shares I would feel like Elon way overpaid for his own company. Anyone remember Tesla’s acquisition of Musk’s SolarCity, and how that turned out?" buff.ly/xizxRNw
What an ugly surprise to start my week: PayPal fired its CEO. I can't wait for the upcoming earnings call. buff.ly/h5jzYJY
A good part of my network is playing around with OpenClaw these days. If you are also experimenting with your personal AI assistent, this is a MUST-READ. buff.ly/cMcG7zT
China banned concealed door handles on electric vehicles, the first country in the world to outlaw a design popularized by Tesla. New Cars sold in China will be required to have mechanical release both on the inside and outside. buff.ly/wSJBpm8
So Microsoft needs to make sure OpenAI does not go bankrupt. This is crazy dependency; it seems OpenAI is already too big to fail. buff.ly/PCBC11l
Are you still wondering why $MSFT fell that hard after the earnings release, or why they would consider pouring more billions into OpenAI at this hilarious valuation? Microsoft reported this week that more than $280 billion = 45% of its RPO comes from OpenAI.
Auch die SAP Aktie wird heute geerdet. Das passiert, wenn eine zu hohe Bewertung (KGV über 30) auf einen passablen, aber nicht überragenden Ausblick auf 2026 trifft. Ein mit ca. 10% wachsendes Unternehmen ist einfach nicht den 30-fachen Profit/Cashfow wert. VALUATION MATTERS.
$TSLA analysts are still way too optimistic regarding Q4 2025 and 2026. Will be interesting to see how they reduce their estimates after todays Q4 earnings call. buff.ly/4Uq2kth What narrative will Elon use to distract from the weak figures expected for 2026?
Nvidia is once again investing in one of its biggest customers so that it can afford the overpriced Nvidia chips. The crazy thing is that Nvidia is buying $CRWV at a significant discount to the last stock market price, and yet CoreWeave is still up about 10% today. buff.ly/QsCGKOo
PayPal meint es sehr ernst mit dem Agentic Commerce: Nach diversen AI Partnerschaften folgt nun die Akquisition der israelischen Cymbio: das ist eine Plattform, mit der Brands ihren Online-Store einfacher mit Retail-Handelsplattformen (darunter auch AI-Kanäle) integrieren können. buff.ly/sA0GS5o
AI enthusiasts believe that “AI is eating the software industry.” Looking at the crash of many SaaS stocks, one might think that an implosion of these companies is imminent. With 25 years’ experience as a software entrepreneur, I believe it is time to address the panic: buff.ly/6fiBYNH
Die beste Nachricht aus Davos war für mich, dass die EU einen neuen einheitlichen Rechtsrahmen für Startups in der EU schaffen will. Eine "EU Inc." gründen in 48 Stunden und rein digital? Ich bin gespannt: buff.ly/Nt2OFln
In the first few days of the new year, Angi filed an important mandatory disclosure with the SEC that has significantly altered the outlook for the stock in 2026. But still nobody cares about $ANGI. buff.ly/7Rqjy1m
One of the big misunderstanding in todays market is the nonsense that B2B software would become obsolete because of AI. Many high-quality SaaS stocks are down +65% like $MNDY from my own portfolio. Profitable Growth +20%, Gross Margin 90%. At a EV/FCF of 15 I today increased my position @wikifolio
I have a serious question for the fans of TSLA: I get your excitement about the long-term future, but how can anyone realistically expect a two-digit increase in revenue in 2026? Where would this come from in the next 12 months? I simply don't understand these analyst estimates. buff.ly/0hSxiHd
It's quite a nice story that Alphabet is replacing Apple as the world's second most valuable company at the very moment Apple decides to use Google AI in its ecosystem. Well deserved.