Stefan Waldhauser
@stwboerse.bsky.social
Tech-Investor, Co-Founder aktien.guide, hightechinvesting.substack.com, High-Tech Stock Picking wikifolio, No investment advice
Nach vielen Jahren auf der Watchlist hat es die Freelancer Plattform Upwork $UPWK jetzt endlich in mein Portfolio geschafft. Hier ist mein Investment Case: buff.ly/GcM3PYK
Upwork Aktie: Warum ich jetzt einsteige
Vom „langweiligen Freelancer-Marktplatz“ zur Dual-Engine-Plattform: Während der Marketplace heute die Rechnungen bezahlt, könnte Lifted morgen die Bewertung neu schreiben.
www.high-tech-investing.de
November 22, 2025 at 12:27 PM
Nach vielen Jahren auf der Watchlist hat es die Freelancer Plattform Upwork $UPWK jetzt endlich in mein Portfolio geschafft. Hier ist mein Investment Case: buff.ly/GcM3PYK
This is one of the best articles I read so far about the terrifying bubble we are facing. The AI Bubble Is Bigger Than You Think prospect.org/2025/11/19/a...
The AI Bubble Is Bigger Than You Think - The American Prospect
It’s not just OpenAI that looks overhyped. There’s a whole mountain of sketchy financial engineering underneath.
prospect.org
November 20, 2025 at 7:05 PM
This is one of the best articles I read so far about the terrifying bubble we are facing. The AI Bubble Is Bigger Than You Think prospect.org/2025/11/19/a...
Why I’m Buying Upwork Today? The future of work will be a combination of knowledge workers and AI agents. It is a fallacy to believe that AI agents will replace most knowledge workers. For me, this forms the basis of a new investment story around $UPWK : buff.ly/ZB3FHxq
Why I’m Buying Upwork Today
From “boring freelancer marketplace” to dual-engine platform: Marketplace pays the bills today, Lifted could rewrite the valuation tomorrow
open.substack.com
November 20, 2025 at 3:09 PM
Why I’m Buying Upwork Today? The future of work will be a combination of knowledge workers and AI agents. It is a fallacy to believe that AI agents will replace most knowledge workers. For me, this forms the basis of a new investment story around $UPWK : buff.ly/ZB3FHxq
I sold my entire $WBD position today. I think it’s Interesting to re-read my last sum-of-the-parts analysis in the retrospective (now available without paywall). The price of WBD shares is now $24, which is pretty much where I calculated the fair value at the time at a price around $12.
November 19, 2025 at 4:10 PM
I sold my entire $WBD position today. I think it’s Interesting to re-read my last sum-of-the-parts analysis in the retrospective (now available without paywall). The price of WBD shares is now $24, which is pretty much where I calculated the fair value at the time at a price around $12.
Waymo is starting in 5 more cities: Miami, Dallas, Houston, San Antonio, and Orlando. No info about partners like Uber or Lyft. Do they really launch 2026 on their own in these cities? "And we’re teaching our partners how to operate autonomous fleets at scale" - what does this mean? buff.ly/bHvKiL8
Safe, Routine, Ready: Autonomous driving in five new cities
Waymo is introducing fully autonomous driving in five new cities: Miami, Dallas, Houston, San Antonio, and Orlando. Operations start today in Miami, and will begin in the remaining four cities over…
waymo.com
November 19, 2025 at 8:36 AM
Waymo is starting in 5 more cities: Miami, Dallas, Houston, San Antonio, and Orlando. No info about partners like Uber or Lyft. Do they really launch 2026 on their own in these cities? "And we’re teaching our partners how to operate autonomous fleets at scale" - what does this mean? buff.ly/bHvKiL8
Microsoft, Nvidia invest $15B in Anthropic. Anthropic buys $30 billion of Azure compute and commits to Nvidias architecture. Is this a valuable strategic partnership or round trip next level? In either case: Sam won't like it. ift.tt/zk8NtVn
Microsoft, NVIDIA and Anthropic announce strategic partnerships - The Official Microsoft Blog
Anthropic to scale Claude on Azure Anthropic to adopt NVIDIA architecture NVIDIA and Microsoft to invest in Anthropic Today Microsoft, NVIDIA and Anthropic announced new strategic partnerships.…
blogs.microsoft.com
November 18, 2025 at 3:36 PM
Microsoft, Nvidia invest $15B in Anthropic. Anthropic buys $30 billion of Azure compute and commits to Nvidias architecture. Is this a valuable strategic partnership or round trip next level? In either case: Sam won't like it. ift.tt/zk8NtVn
So Peter Thiel joins Sofbank, both sold all their Nvidia shares. $NVDA will report quarterly numbers on Wednesday. I expect great numbers, but will the outlook be rosy enough? This is the setup for an interesting week on the tech stock market. buff.ly/sCDe9wa
Peter Thiel's fund joins SoftBank in offloading Nvidia shares
SoftBank also disclosed that it sold all of its Nvidia shares during the same quarter for $5.8 billion.
www.businessinsider.com
November 17, 2025 at 1:23 PM
So Peter Thiel joins Sofbank, both sold all their Nvidia shares. $NVDA will report quarterly numbers on Wednesday. I expect great numbers, but will the outlook be rosy enough? This is the setup for an interesting week on the tech stock market. buff.ly/sCDe9wa
This dubious financing of AI data centers sounds funny, if it weren't so sad for the buyers. "The Notes will be sold in a private offering to persons reasonably believed to be qualified institutional buyers" 🤡 buff.ly/Ou0VE8I
Applied Digital Announces Pricing of $2.35 Billion of Senior Secured Notes
DALLAS, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Applied Digital Corporation (NASDAQ: APLD) (“Applied Digital” or the “Company”), a leading designer, builder...
www.globenewswire.com
November 14, 2025 at 9:31 AM
This dubious financing of AI data centers sounds funny, if it weren't so sad for the buyers. "The Notes will be sold in a private offering to persons reasonably believed to be qualified institutional buyers" 🤡 buff.ly/Ou0VE8I
HubSpot and Monday are high-quality SaaS companies with a great future ahead. They go both upmarket and will both grab market share from the CRM market leader, SalesForce. All 3 are trading at an EV/Sales ratio of around 6. Why would anyone want to own the legacy player, $CRM? buff.ly/LKkrAP1
November 14, 2025 at 8:51 AM
HubSpot and Monday are high-quality SaaS companies with a great future ahead. They go both upmarket and will both grab market share from the CRM market leader, SalesForce. All 3 are trading at an EV/Sales ratio of around 6. Why would anyone want to own the legacy player, $CRM? buff.ly/LKkrAP1
Bilanz-Zauber bei Amazon, Alphabet und Microsoft | AI Crash mit Ansage? Mein wöchentlicher HGI Newsletter (rund ums Investieren in Tech- und Wachstumsaktien) ist raus, hier der Link zur 320. Ausgabe - nur falls Du noch nicht auf dem Verteiler stehst ;-) buff.ly/vLyZAmE
November 10, 2025 at 9:55 AM
Bilanz-Zauber bei Amazon, Alphabet und Microsoft | AI Crash mit Ansage? Mein wöchentlicher HGI Newsletter (rund ums Investieren in Tech- und Wachstumsaktien) ist raus, hier der Link zur 320. Ausgabe - nur falls Du noch nicht auf dem Verteiler stehst ;-) buff.ly/vLyZAmE
Wer hat bemerkt, dass die Gewinnentwicklung von Amazon im Q3 nur auf einer Mrd-Zuschreibung auf eine KI-Firma beruht, die selbst Mrd Verluste einfährt? Der „echte“ Gewinn ist bei Amazon im dritten Quartal nicht etwa um 36 % gestiegen (wie gemeldet), sondern zweistellig gesunken! buff.ly/oDMSqPT
KI-Boom oder Bilanz-Zauber?
Lässt du nur eine Zutat weg, schmeckt das ganze Rezept anders – nimm das Anthropic-Gewürz heraus, und plötzlich kippen EPS und Narrativ
www.high-tech-investing.de
November 6, 2025 at 2:39 PM
Wer hat bemerkt, dass die Gewinnentwicklung von Amazon im Q3 nur auf einer Mrd-Zuschreibung auf eine KI-Firma beruht, die selbst Mrd Verluste einfährt? Der „echte“ Gewinn ist bei Amazon im dritten Quartal nicht etwa um 36 % gestiegen (wie gemeldet), sondern zweistellig gesunken! buff.ly/oDMSqPT
Usually I don't write about Big Tech. Instead I focus on ‘undercovered’ small caps where I can add real value to the readers. However, after reading dozens of comments on the recent Big Tech earnings, I need to highlight one significant issue that many seem to overlook or ignore. buff.ly/Tetb3YD
AI Gains or Accounting Games? Inside Amazon & Alphabet’s growing profit
If you remove just one ingredient, the recipe tastes very different - swap out the Anthropic seasoning and watch EPS and narrative all change flavor.
hightechinvesting.substack.com
November 5, 2025 at 5:13 PM
Usually I don't write about Big Tech. Instead I focus on ‘undercovered’ small caps where I can add real value to the readers. However, after reading dozens of comments on the recent Big Tech earnings, I need to highlight one significant issue that many seem to overlook or ignore. buff.ly/Tetb3YD
Habt ihr schon die ersten KI-basierten Insights auf den Seiten des aktien.guide bemerkt? Ich nutze schon jetzt intensiv die neuen Möglichkeiten, bin von der Qualität der Infos begeistert und auf Euer Feedback gespannt. buff.ly/QeJE9m2
November 5, 2025 at 1:26 PM
Habt ihr schon die ersten KI-basierten Insights auf den Seiten des aktien.guide bemerkt? Ich nutze schon jetzt intensiv die neuen Möglichkeiten, bin von der Qualität der Infos begeistert und auf Euer Feedback gespannt. buff.ly/QeJE9m2
This one slide summarizes everything you need to know about IAC Holding after Q3. Together, their 24% stake in MGM and their cash position exceed the Holding's valuation. As an investor, you essentially get the rest of the portfolio for free.
November 4, 2025 at 5:35 PM
This one slide summarizes everything you need to know about IAC Holding after Q3. Together, their 24% stake in MGM and their cash position exceed the Holding's valuation. As an investor, you essentially get the rest of the portfolio for free.
PayPal Aktie nach dem Q3 2025 – das Unternehmen liefert, aber die Börse zögert immer noch. Was ist da los? Meine Sicht der Dinge: buff.ly/2YoULsO
PayPal Aktie Q3 2025 - Unternehmen liefert, die Börse zögert
Die PayPal Aktie inmitten von AI-Partnerschaften, starkem Cashflow und nervöser Kursreaktion
www.high-tech-investing.de
October 31, 2025 at 5:19 PM
PayPal Aktie nach dem Q3 2025 – das Unternehmen liefert, aber die Börse zögert immer noch. Was ist da los? Meine Sicht der Dinge: buff.ly/2YoULsO
Nice! Twilio exceeded sales expectations and surpassed their quarterly earnings estimates last night. TWLO raised its full-year guidance for sales, earnings, and also FREE CASH FLOW (an unusual achievement these days!).
October 31, 2025 at 5:10 PM
Nice! Twilio exceeded sales expectations and surpassed their quarterly earnings estimates last night. TWLO raised its full-year guidance for sales, earnings, and also FREE CASH FLOW (an unusual achievement these days!).
ATTENTION: The scammers are still active in my name. This is of course fake. I do NOT have a WhatsApp group and generally do not give hot trading tips. You can only find my English content on Substack and on eToro.
High Growth Investing | Stefan Waldhauser | Substack
With a 35-year record of disciplined stock-picking success, Stefan Waldhauser’s High Growth Investing champions steady wealth building over the flashy quick-profit gambits crowding today’s markets.…
hightechinvesting.substack.com
October 31, 2025 at 10:06 AM
ATTENTION: The scammers are still active in my name. This is of course fake. I do NOT have a WhatsApp group and generally do not give hot trading tips. You can only find my English content on Substack and on eToro.
As a Warner Bros. Discovery shareholder, I am pleased with how this bidding war is unfolding. Apparently, Netflix hired an investment bank to make an offer for Warner Bros., which should help to raise the offer price from the Ellisons (aka Paramount). buff.ly/L1Qocm7
Exclusive | Netflix hires investment bank to explore a bid for Warner Bros. Discovery: report
Netflix is actively exploring a bid for Warner Bros Discovery’s studio and streaming business, retaining a financial advisor and gaining access to financial information, according to a report…
nypost.com
October 31, 2025 at 9:38 AM
As a Warner Bros. Discovery shareholder, I am pleased with how this bidding war is unfolding. Apparently, Netflix hired an investment bank to make an offer for Warner Bros., which should help to raise the offer price from the Ellisons (aka Paramount). buff.ly/L1Qocm7
If PayPal were judged solely by its stock chart on Oct 28-29, Q3 2025 would appear to be a rollercoaster ride: an initial +15% at the opening, followed by a double-digit setback as investors processed the figures. Let's look deeper into the latest numbers and strategic news: buff.ly/y4KZAVl
PayPal Stock after Q3 2025 – the Company Delivers, the Stock Market Hesitates
PayPal shares caught between AI partnerships, strong cash flow, and nervous market reaction
substack.com
October 30, 2025 at 2:51 PM
If PayPal were judged solely by its stock chart on Oct 28-29, Q3 2025 would appear to be a rollercoaster ride: an initial +15% at the opening, followed by a double-digit setback as investors processed the figures. Let's look deeper into the latest numbers and strategic news: buff.ly/y4KZAVl
Shocking insights into the prior work of the new head of the U.S. Social Security Administration, who previously was CEO of payment processor Fiserv. No wonder $FI stock is now collapsing - shortly after he is gone and preplaced by a brutally honest new CEO. buff.ly/8zAMp2h
www.marketwatch.com
October 30, 2025 at 10:57 AM
Shocking insights into the prior work of the new head of the U.S. Social Security Administration, who previously was CEO of payment processor Fiserv. No wonder $FI stock is now collapsing - shortly after he is gone and preplaced by a brutally honest new CEO. buff.ly/8zAMp2h
Nice: PayPal partners with OpenAI and will become the first payment option within ChatGPT : buff.ly/0In49Oy
PayPal signs deal with OpenAI to become the first payments wallet in ChatGPT
The move makes PayPal an early part of OpenAI's efforts to broaden ChatGPT's use for e-commerce.
www.cnbc.com
October 28, 2025 at 10:25 AM
Nice: PayPal partners with OpenAI and will become the first payment option within ChatGPT : buff.ly/0In49Oy
In dieser Woche berichten Microsoft, Alphabet, Meta, Apple und Amazon über ihr abgelaufenes Quartal – wir dürfen gespannt sein. Werden die Hyperscaler ihre Ausgaben für KI-Infrastruktur weiterhin ohne Rücksicht auf ihre Cashflows steigern oder werden sie bei ihren Investitionen vorsichtiger?
October 27, 2025 at 10:36 AM
In dieser Woche berichten Microsoft, Alphabet, Meta, Apple und Amazon über ihr abgelaufenes Quartal – wir dürfen gespannt sein. Werden die Hyperscaler ihre Ausgaben für KI-Infrastruktur weiterhin ohne Rücksicht auf ihre Cashflows steigern oder werden sie bei ihren Investitionen vorsichtiger?
The AI infrastructure madness continues: Crusoe, an AI data center operator, was valued at over $10 billion in its latest funding round. OpenAI is their biggest customer, and Nvidia is among the investors (as usual). buff.ly/pTcF0gX
OpenAI Partner Crusoe Valued at $10 Billion in New Funding Round
Crusoe, which is operating a major data center complex in Texas for OpenAI and Oracle Corp., said it has raised $1.38 billion in equity, valuing the firm at more than $10 billion.
www.bloomberg.com
October 24, 2025 at 2:58 PM
The AI infrastructure madness continues: Crusoe, an AI data center operator, was valued at over $10 billion in its latest funding round. OpenAI is their biggest customer, and Nvidia is among the investors (as usual). buff.ly/pTcF0gX
Intel continues to rise today after a decent Q3 profit, is now already up 90% YTD. But beware: the stock is now more expensive (in terms of EV/sales) than almost ever in the last 20 years. I cannot see any fundamental recovery of the company. buff.ly/FrDNpxv
October 24, 2025 at 10:00 AM
Intel continues to rise today after a decent Q3 profit, is now already up 90% YTD. But beware: the stock is now more expensive (in terms of EV/sales) than almost ever in the last 20 years. I cannot see any fundamental recovery of the company. buff.ly/FrDNpxv
Nur 8 Wochen nach meiner viel gelesenen Sum-of-the-Parts Analyse der Warner Bros. Discovery Aktie bietet Paramount Skydance eine Übernahme zu eben diesem Preis an. Die $WBD Aktie notiert daraufhin jetzt schon 80% höher als vor 2 Monaten. Meine Gedanken zu dem kommenden Bieterkampf: buff.ly/bj1cH0h
WBD - Kommt es zum Bieterkampf?
Ein Angebot von 24 Dollar wurde abgelehnt, nun ist von 30 Dollar die Rede. Hat WBD gerade einen Bieterkampf auf offener Bühne ausgelöst?
www.high-tech-investing.de
October 24, 2025 at 9:30 AM
Nur 8 Wochen nach meiner viel gelesenen Sum-of-the-Parts Analyse der Warner Bros. Discovery Aktie bietet Paramount Skydance eine Übernahme zu eben diesem Preis an. Die $WBD Aktie notiert daraufhin jetzt schon 80% höher als vor 2 Monaten. Meine Gedanken zu dem kommenden Bieterkampf: buff.ly/bj1cH0h