Stefan Waldhauser
@stwboerse.bsky.social
Tech-Investor, Co-Founder aktien.guide, hightechinvesting.substack.com, High-Tech Stock Picking wikifolio, No investment advice
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
Waymo is paying DoorDash gig workers to close its robotaxi doors
Waymo is relying on humans for certain tasks, showing some of the limitations of its autonomous operations.
www.cnbc.com
February 13, 2026 at 8:53 AM
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
February 11, 2026 at 4:06 PM
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...
February 10, 2026 at 8:13 PM
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
February 7, 2026 at 1:38 PM
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
Why AI Is Not Eating Enterprise Software
“AI is eating enterprise software” is the loudest story in tech. Until you look at what AI can’t actually chew through.
hightechinvesting.substack.com
February 5, 2026 at 8:46 AM
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...
PayPal Shares After the Crash: What Now?
Investors react with shock to the surprise dismissal of CEO Alex Chriss. But were the Q4 figures really such a disaster?
open.substack.com
February 4, 2026 at 8:16 PM
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
Waymo Raises $16 Billion to Fuel Global Ambitions
The self-driving car company, an arm of Google’s parent company, is rapidly expanding its service beyond a handful of cities.
www.nytimes.com
February 4, 2026 at 10:03 AM
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
February 4, 2026 at 9:24 AM
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
PayPal Appoints Enrique Lores as Chief Executive Officer and David W. Dorman as Independent Board Chair
PayPal Holdings Inc. (NASDAQ: PYPL) today announced that its Board of Directors has appointed Enrique Lores as President and CEO, effective March 1, 2026. Lores, who has served on the PayPal Board…
investor.pypl.com
February 3, 2026 at 1:00 PM
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
OpenClaw (a.k.a. Moltbot) is everywhere all at once, and a disaster waiting to happen
Not everything that is interesting is a good idea.
open.substack.com
February 2, 2026 at 4:12 PM
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
www.bloomberg.com
February 2, 2026 at 3:48 PM
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
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.
www.wsj.com
January 30, 2026 at 11:02 AM
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.
January 29, 2026 at 11:08 AM
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?
January 28, 2026 at 5:22 PM
$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
NVIDIA and CoreWeave Strengthen Collaboration to Accelerate Buildout of AI Factories
CoreWeave to Adopt NVIDIA CPU and Storage Platforms and Multiple NVIDIA Generations Expanded Relationship to Offer CoreWeave Software to Global CSPs and Enterprises NVIDIA (Nasdaq: NVDA) and…
buff.ly
January 26, 2026 at 2:37 PM
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
PayPal to Acquire Cymbio, Accelerating Agentic Commerce Capabilities - Jan 22, 2026
Cymbio will enable tens of millions of merchants to become discoverable on leading AI platforms.
newsroom.paypal-corp.com
January 25, 2026 at 3:59 PM
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
January 23, 2026 at 12:37 PM
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
EU-Kommission startet „EU Inc“ – neuer einheitlicher Rechtsrahmen für Startups in der EU - BAND
Business Angels Deutschland e.V. (BAND) engagiert sich für den Aufbau der Business Angels Kultur in Deutschland, organisiert den Erfahrungsaustausch und fördert Kooperationen.
www.business-angels.de
January 23, 2026 at 9:57 AM
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
Why Angi is my Top Stock Pick for 2026
Angi is cutting deep - yet the market still underestimates what this means for 2026 cash flow and valuation.
hightechinvesting.substack.com
January 16, 2026 at 5:56 PM
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
January 16, 2026 at 3:45 PM
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
January 15, 2026 at 11:12 AM
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.
January 13, 2026 at 9:42 AM
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.
WOW. Apple entscheidet sich tatsächlich für Gemini als KI Plattform. Das ist ein großer Sieg für Google und eine üble Ohrfeige für OpenAI. buff.ly/QaAb2yH
Apple picks Google's Gemini to run AI-powered Siri coming this year
Google's market value surpassed Apple for the first time since 2019 last week and topped $4 trillion on the news.
www.cnbc.com
January 12, 2026 at 3:38 PM
WOW. Apple entscheidet sich tatsächlich für Gemini als KI Plattform. Das ist ein großer Sieg für Google und eine üble Ohrfeige für OpenAI. buff.ly/QaAb2yH
I am very sad to see Matt Skaruppa stepping back as CFO of $DUOL. He and Luis seemed to be such a great leadership duo. Does someone have any idea what happened behind the scenes? buff.ly/0tIAnzF
Duolingo Announces CFO Transition
Gillian Munson, Board Member & Chair of Audit Committee, to Become CFO...
www.globenewswire.com
January 12, 2026 at 1:26 PM
I am very sad to see Matt Skaruppa stepping back as CFO of $DUOL. He and Luis seemed to be such a great leadership duo. Does someone have any idea what happened behind the scenes? buff.ly/0tIAnzF
Auf vielfachen Wunsch werde ich ab sofort meine Aktienanalysen auf Substack komplett zweisprachig -englisch und deutsch - anbieten. Den Anfang macht eine Analyse zu $TTD - The Trade Desk. Nach 4 Jahren an der Seitenlinie bin ich dort jetzt wieder investiert. open.substack.com/pub/hightech...
The Trade Desk Aktie nach dem Kurssturz - Eine neue Chance?
Crash, Konkurrenz, Bewertung: Wo TTD heute im Schatten der Walled Gardens wirklich steht.
open.substack.com
January 9, 2026 at 4:05 PM
Auf vielfachen Wunsch werde ich ab sofort meine Aktienanalysen auf Substack komplett zweisprachig -englisch und deutsch - anbieten. Den Anfang macht eine Analyse zu $TTD - The Trade Desk. Nach 4 Jahren an der Seitenlinie bin ich dort jetzt wieder investiert. open.substack.com/pub/hightech...