GPT
EA Series Trust Intelligent Alpha Atlas ETF
stock NASDAQ ETF

If you want to simplify that portfolio and make it more efficient some people here have good advices and know some stuff about investing. My suggestion is go to chat GPT and ask the same question. Just spend at least 20 minutes interacting with the AI assistant and you’ll come out with a very concise answer to your question. You’ll gain some knowledge along the way.

TEL also benefits since they already have several data centers and 1 AI ready data center in Santa Rosa offering enterprise GPU as a service for AI services and development.
Locally a lot of companies are benefitting from AI cuz AI can optimize workflows, models like Claude, Copilot and GPT can help individual employees in their tasks and agentic AI can save on costs and expenses for the company.

Yes, I know, I've been watching it. And none of those companies have made a single penny off AI. It's been nothing but a massive cash sink.
I use AI on a daily basis. I have local models running that are just as good as Gemini or chat GPT. In fact, for coding, the local open source ones are actually better.
I use Gemini or ChatGPT like I used to use Google for simple search results.
If there was money to be made, they would be investing in themselves and trying to grow that. Instead, when they start investing in each other, when you invest in your competition, this is more so like, fuck, I haven't figured out how to make money. Maybe they did. I'm just gonna hedge my investment by investing in the competition. One of us has to get rich.This last part is a massive red flag.

Wenn du thesaurierende ETFs hast und die nicht verkaufst, solange du US-steuerpflichtig bist, sollte standardmäßig keine Steuer anfallen. Ich bin kein Steuerberater, Chat GPT aber auch nicht.

ich bin kein Steuerberater, habe deshalb Chat GPT und Claude gefragt, beides fast gleiche Ergebnisse.
Prompt (falls dus ausführlich möchtest):
ich bin deutsche und werde auf einem Arbeitsvisum steuerpflichtig in den USA. ich habe ca. 300k euro in ETFs mit 50k gewinn. Rechne mir 1. halten mit US steuererklärung 2. verkaufen mit kapitalertrag vor
||Halten (USA)|Verkaufen (DE)|
|:-|:-|:-|
|Steuerlast auf 50k Gewinn|20.000–25.000 €+|\~13.000 €|
|Laufender Aufwand|Hoch (PFIC-Formulare)|Keiner|
|Zukünftige Besteuerung|Kompliziert|Einfach (US-ETFs)|
|Flexibilität|Eingeschränkt|Volle Kontrolle|

Chat GPT is truly the death of doing your own due diligence

Biggest challenge MSFT faces is the differentiating products in the world of AI.
One can argue that with early access to GPT models and strong ties to enterprise - MSFT should have done what Anthropic did in the last 6 months. Once they show that they can release better products and compete with Anthropic - then it will be an attractive stock.

I fail to see how being on Bedrock is suddenly going to be enough to make these SDE switch to GPT. My team is not limited to AWS hosted products and we still make the active choice to do our heavy lifting with Opus.

Same reply as usual:
P/E does not define value. Revenue growth does not define value. Value defines value.
And also, yet again: Unless you understand a business, don´t invest. SaaS are certainly here to stay and yes, generally speaking, SaaS will not be replaced by AI, but rather pushed forward.
Adobe - and this really is the biggest no-brainer of all - is probably THE exception to that fact. Adobe, with all due respect, are one of the shittiest companies imaginable - and I say this as someone who used Adobe products like Lightroom, Illustrate and all for years and years. These days, free software easily matches, if not beats Adobe products. Canva, PhotoPea, etc. - you name it. Especially for non-commercial editors, the free tools are more than sufficient. PDF mergers and/or editing software is available for free everywhere. The list goes on and on and on. To make it worse: Every odd John Doe with zero graphic design skills just hops onto GPT or Gemini or whatever and asks the AI to generate yet another soulless, ugly but easily available design - all while evaporating yet another 1000m3 of water for his/her company logo or letter header or gaming avatar and what not. Pardon my sarcasm, but that´s where we are.
Now from a commercial perspective: I haven´t designed any company logos or design things with Adobe products in the last 2 odd years. The freeware simply is more than sufficient. Even Adobe Illustrate, which seemed to be untouchable for years, is on its way out. Why would I pay money for software if freeware can get the same job done? Even without being that weird John Doe who renders his three-boobed, eleven-fingered anime waifu with total disregard for the environmental impact?
You get the gist.
So yeah, your choice: Follow metrics, feeling smart and paying the price. Or acknowledge the situation of the business, do proper risk assessment and learn to understand how the Adobe complex looks to people who actually use(d) Adobe for their work and in order to make a living.
No financial advice, just coming from the Adobe user perspective (commercially and non-commercially alike). Adobe is cooked, I would not touch their stock with a stick. And I am profoundly critical of AI and am convinced by the other myriad facts indicating that we´re in a huge AI bubble. Let that sink in.

Chat GPT says:
**Key errors:**
❌ Using EBITDA as “profit”
❌ Mixing pre- and post-debt metrics inconsistently
❌ Ignoring taxes
❌ Not calculating per-share earnings
❌ Assuming aggressive synergies as a given
❌ Potentially understating interest costs
**What a proper evaluation would require:**
Net income (not EBITDA)
Fully diluted share count → EPS
Realistic financing terms
Tax impact
Sensitivity analysis (what if synergies fail?)
**Quick reality check**
If you strip out optimistic assumptions:
The deal likely looks **high-risk, heavily levered, and execution-dependent**
It *might* be accretive—but only if:
synergies are real
financing is favorable
execution is strong
That’s a lot of “ifs.”

Claude and GPT have pointed me to tons of huge wins over the last year

"That’s not acceleration — that’s analysts setting the bar on the floor." - Typical GPT and we all hate this!!

Reddit only has 203M shares outstanding, compared with 4.3B for Netflix and 2.1B for Uber. After a cumulative 20:1 split, its current share price would be $8.6. I think a split-adjusted price of $40 is reasonable and in 2 years, $70.
Reddit is the 6th-largest site in the world, and the 5 ahead of it are all trillion-dollar companies (Google search, Youtube, Facebook, Instagram, and possibly GPT).

It is. The final line makes it even more obvious. I work with GPT every day.
Hilarious that people are using GPT to argue online. How does one get their ego stroked when it wasn't even their argument to begin with? People are weird.
But GPT does make a good point here.

promise-and-risk-ai on youtube
Abridged transcript: If you are a European-headquartered company, or you operate in Europe, you are about to need answers to questions you may not have asked yet. Where is the model running? Whose data center is it in?
Mistral is not the only answer to those questions, but it is the most practical Western answer that exists today. You get a frontier class model with open weights from a European company that you can run inside your own infrastructure. That is a specific combination that did not exist at this performance level. For organizations whose risk profile demands all of those properties at once, this release is genuinely significant.
Mistral medium 3.5 runs locally, not on a hyperscaler farm, not in someone else's data center, on your hardware. The minimum deployment configuration is four GPUs. At 4-bit quantization, you can run it on roughly 70 GB of video memory. That means a Mac Studio with 128 GB of unified memory, costing around $3,500, can run a frontier class AI model on your desk.
Now, why does this matter? It matters because every closed model, Claude, GPT, Gemini, requires you to send your data over the internet to a third party. That is fine for many use cases. It is a deal-breaker for others.
If you work in defense, healthcare, financial services, legal, government, or any regulated industry where data residency and sovereignty are not optional, your AI options just expanded significantly. With open weights, you control where the model runs, you control compliance

Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2051709596902068481)
>OPENAI IS INTRODUCING AN UPDATED VERSION OF CHATGPT, NAMED GPT\-5\.5, WHICH WILL BE ACCESSIBLE TO ALL USERS\.
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2051709607773720646)
>OPENAI IS LAUNCHING GPT\-5\.5 INSTANT FOR ALL CHATGPT USERS STARTING TODAY\.
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2051709620318879751)
>OPENAI ANNOUNCES MEMORY FEATURE FOR ALL CHATGPT MODELS\. USERS CAN EXPECT IMPROVED PERSONALIZATION AND INTERACTION\.
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2051709630397694337)
>OPENAI ANNOUNCED THAT PAID USERS WILL HAVE ACCESS TO GPT\-5\.3 INSTANT FOR THREE MONTHS THROUGH MODEL CONFIGURATION SETTINGS BEFORE IT IS RETIRED\.
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2051709640573083779)
>OPENAI IS INTRODUCING MEMORY FEATURES FOR ALL CHATGPT PLANS ON THE WEB AND WILL SOON OFFER THEM ON MOBILE\.
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2051709655865553259)
>HONDA IS CANCELING ITS $11 BILLION ELECTRIC VEHICLE PLANT IN CANADA DUE TO FALLING DEMAND, ACCORDING TO NIKKEI\.
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2051709667949355305)
>HONDA WILL PUT A HOLD ON ITS PLANS TO ESTABLISH AN ELECTRIC VEHICLE FACTORY IN CANADA\.

Chat GPT GRPN….