Sinbius

Hi, I am from Italy. I know just what I have read and see on videos... They have already introduced WERO (already 48 millions registered users on it...to not be only reliable on V and MA...) They have banned Palantir (at least 5 countries...more to come...) French ditched Microsoft for all his entire public sector... Avoiding using U.S server too... The direction is clear... The document about this stuff: Major official legislative proposals, communications, and strategy papers that form the framework for Europe's de-risking and tech decoupling. The core official documents and frameworks include: 1. The European Technological Sovereignty Package (June 2026) This is the most direct legislative push to date. It is aimed explicitly at forcing European businesses and public services to examine and reduce their massive structural reliance on foreign technology providers. [1, 2] The Official Factsheet: You can read the official summary via the European Commission's ⁠Factsheet on Tech Sovereignty. [1] Cloud and AI Development Act (CADA): The core legislative pillar designed to develop homegrown, secure alternative clouds so public sector data isn't locked into U.S. infrastructure. [1, 2, 3] Chips Act 2.0: A revised expansion of the original legislation focused on accelerating permits and boosting domestic AI chip production. [1, 2] 2. The EU Economic Security Strategy Framework The foundational blueprints for identifying and stopping high-risk global dependencies rely on a few central documents: The "High-Risk Dependency" Doctrine: The official guidelines on what constitutes a security risk can be found in the European Commission's ⁠Joint Communication on Strengthening EU Economic Security. It sets precise rules, such as labeling it high-risk if 60% or more of a critical supply chain is controlled by a single non-EU country. [1] Foreign Investment Screening Regulations: Formally adopted by the Council in June 2026, these rules require all EU member states to screen and block outside investments targeting "hyper-critical technologies," military goods, and digital infrastructure. More details are hosted on the Council's ⁠European Economic Security Policy Page. 3. Supply Chain & Raw Material Defense RESourceEU Action Plan: An official December 2025 amendment to the Critical Raw Materials Act. It establishes concrete stockpiling pilots and strict diversification mandates for large industrial operators to protect supply chains (such as AI data centers, defense, and electric vehicles) from single-source foreign blockades. [1, 2, 3] Happy to have pushbacks...I have nothing to prove just collecting data...

EU has already chosen and moved towards decoupling vs U.S big tech and defense dependence...

80% of U.S. startup use Chinese AI... Any data that doesn't make someone think that Chinese AI has already won and will continue to win vs U.S. AI?...

Probably, about politics, I am the only on this site thinking that right, left and center are the same thing... I will not be very popular but basically this is how I see politics...

About : "You can't take the same actions as everyone else and expect to outperform." I have the impression that people mainly interpret that in picking obscure stock or unpopular stock.... You can buy very popular blue chip stocks that everybody and his mum have and outperform...most fund managers/investors are "too much" diversified and with short time horizon... How many people have outperformed owning the most popular stocks...?...just holding for a very long time... Underperforming is a problem only if you are an employee...of course you fell better when you overperform and print money (...even if rationally you should not be...but we are human...).

Not sure I would call someone that had donated already half on his net worth toward environmental causes (and has in program to donate something like 95%) a piece of $hit... And I would stop blaming people giving bad advice...and start accounting people for their own decision in their own finance... And if you think about it...for the people that do not get that is bad advice...it is actually good advice ...it is not that everybody should invest...

Little details...athletes works hard every day, on average earn less....and another very little detail they all OVERPERFORM the average man....just details I guess...putting asides little details you are absolutely right...

quote".... A younger person doing a lot of travel, or an older person with poor health, may require 200K before tax and inflation, or 5 million. ...." ....you live in your own world...no offence... The average American takes home approximately \(\$59,430\) annually in gross personal income, or about \(\$40,000\) to \(\$46,000\) after standard taxes. By contrast, the average European gross annual wage is roughly \(\$43,000\) (€39,800), leaving an average net income closer to \(\$27,000\) to \(\$32,000\) after higher European taxes and social contributions.

I don't know...you tell me...why people gave him money to manage? 1. The 5-Year Horizon (Recent Underperformance) Aquamarine Fund Annualized Return: ~7.5% to 8.5% S&P 500 Annualized Return: ~12.0% to 13.5% The Context: Over his final five years of active external management, Spier lagged behind the broader market index. His portfolio entirely avoided the mega-cap "Magnificent Seven" tech sector, which heavily skewed index gains. His structural cash drags and heavy concentration in banking, automotive, and payment processors failed to keep pace with the massive growth-stock expansion. [1, 2] 2. The 10-Year Horizon (The Mid-Term Struggle) Aquamarine Fund Annualized Return: ~8.8% S&P 500 Annualized Return: ~11.5% The Context: On a 10-year rolling basis, Spier achieved strong absolute compounding, but still underperformed the S&P 500. While core multi-bagger positions like Ferrari and BYD provided major boosts, they were offset by multi-year stagnation in legacy positions and deep value traps, highlighting the systemic macroeconomic headwinds that value investing faced relative to passive indexing over the decade. []

Example...look at Guy Spier.... Guy Spier’s average annual portfolio turnover rate historically hovers around 5% to 10%, reflecting a typical holding period of 10 to 20 years for his core assets... ....Guy Spier typically meets with his fund investors in person once a year... ....image the tension the month before that day "oh $hit I have to talk to all those people, the portfolio is the same, what I am going to dress with? I am always in Tracksuit...I need to plan well...let's find some analogy to impress them and make them feel smart...what stories can I tell?...mumble mumble..."... Isn't that sitting on his a$$? Do you call it real hard work?

Again...I define investors as people who can make their living investing only their own money...we don't do "real hard work" (of course generally you have to break yourself in two to get enough money to get there if you don't get inheritance or if you don't start very young...) ...about money manager you know, I know, everybody knows that generally they underperform while making tons of money and that's why indexing has exploded.... I get the impression that to "defend" your self image you have to protect the image of investors as something more noble of it really is...

80% of american startups run on chinese AI....

What investors do with their free time has nothing to do with the point I was making...and has nothing to do with the process of investing, it seems you just wanted to point out that some investors do charity (like every other people btw) to put a better frame on the fact that long term investor sit on their a$$ to make money while most people have to do the real hard work. Ciao ciao!

Probably it depends on our definition....I define investor who can make his living investing his money only....and of course some of them (the very greedy ones or not good enough ones) reach for other people money to get more risk free upside...and I see nothing wrong with that BTW...but now acting like an hero or a victim is a bit of a stretch... You definition of investor looks like is only people that use other people money to enrich themself... Ciao Ciao!

LOL...aren't you an investor? Money is just a contruct/tool to motivate you to sit on your a$$ and do nothing while other people struggle to work and pay bills...Guy Spier too he also has the same portfolio doing nothing ...underperforming...and getting rich in the meanwhile...get real

China says no ongoing trade talks with the U.S., calls for canceling ‘unilateral’ tariffs Xi just waiting ...

Can't Xi just wait...?...people will eliminate Trump (...less than 90 days I guess...Trump is already losing consent...in 90 days with no deal and pain in the economy he is done...) and only then start negotiating for real...

...but he is a practitioner of the art of the deal...the strategy is that you look like a r3tq30 and people are out of balance and they will propose better deals that you could think of...

I have bought a bit of ASML...monopoly with tailwinds for growth (..longterm...)...and it is an European company..in order to diversify a bit away from US and from $... ...searching for more EU companies...preferably not in tech (I am overweight in tech)....

Someone agree with you....

There are different opinions on this topic...I don't know where is the truth... example: U.S. is unable to replace rare earths supply from China, warns CSIS

Thank you...great input....looking at it...

Hi, thank you for your comment. If you have some article or info to point me in the right direction to dig a bit out of curiosity I will really appreciate.

China has stopped exporting rare earths to everyone, not just the U.S. that's why Trump wants Greenland and "peace" between Russia and Ukraine I guess....