Member Info for AchillesZeno

The next decade of investing looks ready to favor companies that use technology for disruption, UBS said, and it put big banks such as Goldman Sachs (NYSE:GS) on a list of 29 global companies it sees as industry leaders for 2030.

UBS recently outlined an investment theme centered on companies involved in the tech subsectors of greentech, enabling tech, fintech, and healthtech. “In our view, these are leading disruptors in sectors undergoing technological transformation, which should lead to consequential and enduring impact,” UBS analyst Hartmut Issel said in a note.

The firm listed shares of 29 companies that should deliver “superior earnings growth” to the market (SP500)(COMP:IND), bolstered by “positive, durable structural trends supporting the theme,” Issel said.

Here are the companies with thematic exposure and their YTD stock performances in the U.S. market as of Friday:

Theme: Greentech

Air Liquide (OTCPK:AIQUY) – YTD gain: +6.4%

E.On (OTCPK:EONGY) - YTD gain: +6.1%

Enel (OTCPK:ENLAY) - YTD gain: +6.8%

Linde (NASDAQ:LIN) - YTD gain: +18.4%

Rolls-Royce (OTCPK:RYCEY) - YTD gain: +98.2%

Samsung (OTCPK:SSNLF) - YTD loss in S. Korean market: -25.6%

Trane Technologies (NYSE:TT) – YTD gain: +65%

https://www.msn.com/en-us/money/markets/ubs-sees-these-29-companies-as-industry-leaders-for-2030-for-using-tech-to-disrupt/ar-AA1syvQ7

GE earnings this week,

NVDA and AI and Nuclear News, lets see

(Bloomberg) -- Taiwan is “very open” to using new nuclear technology to meet surging demand from chipmakers devouring electricity in the AI boom, according to Premier Cho Jung-tai — one of the strongest signs yet that the government is rethinking its opposition to reactors.

Most Read from Bloomberg

Right timing and a few like NTC 🐈‍⬛ got in during the Covid dip

And held,

Right timing now that stock is brewing for a nuclear rally ??

General Electric has earning this week

Nothing can tier up on nuclear not fossil, not propane, not solar or wind.

SP500 YTD winner is a nuclear stock

The agreement was reached during a meeting between Polish Prime Minister Donald Tusk and his Czech counterpart Petr Fiala. Tusk acknowledged that Poland is starting from scratch in the field of nuclear energy, while the Czech Republic brings years of experience to the table, Caliber.Az reports, citing foreign media.

https://caliber.az/en/post/poland-czech-republic-reach-nuclear-energy-deal

Rolls Royce has plans for an SMR on the moon as well, get away from all this Earthly bullshizzle

You’ll forgot tht

The US port strikes also had to do with automation in the work place,

We dont need workers, just easier ways to feed the needier

🥖💦 idgaf

RR dividend per share will obviously be better than Nvidia dividend

Higher CGT keep men as slaves longer

It would be too extreme to double CGT if anything the far sketched amount is for a rebound or for a rally* when the full 39% isn’t hit

To be charged near half profit for your own financial risk is insane, do these immigrants coming in know soon day they will have to pay such ???

General Electric earnings this week , word at the docks

General Electric has earnings this week,

Suspect 8 USD EOW.

than come November 7 BOA has it at like 8.80$ USD

If you look at old RNS, Bank of America has a lot of swaps on the stock

Without SMR news probable rally GE question will be flight time = LTSE

Having access to this local hangar is already bearing fruit and just recently this new option enabled us to deliver urgently required, short-term customer support, which would normally have taken months before a service slot would have been available. The task we had to complete was a double engine change on a Bombardier Global business jet, and what usually would have taken more than 10 days was completed in just 4 ½ days. These efficiency improvement results from having full control of the operations, having all the required equipment prepared and ready.

A lot of AZ haters but whatever

From RR website

——

For business aviation customers, a business jet is an essential tool which offers them flexibility, freedom and saves a lot of their most valuable resource - time. For them, business jets are truly time machines and to protect them Rolls-Royce set up a powerful and comprehensive global business aviation services network able to provide everything from on-wing maintenance up to full engine changes. However, free slots, especially for a short notice engine change, are hard to find in the market, leading to long waiting times for customers.

Core Business is what matters I think SMRs haven’t even touched the share price yet

Circa today boys

https://www.rolls-royce.com/media/our-stories/discover/2024/business-aviation-taking-the-speed-of-maintenance-to-the-next-level.aspx

Commodity markets are also impacted by foreign currency effects, especially the strength of the U.S. dollar and the British is stronger

Forex anyone ?

Currency exchange plays into the stock

Builds a good a Monday

Probably the currency exchange of the liquidity of the ADR.

Builds momentum for Monday sport

1.2% down in Yankee land

Bid at 7.39 USD volume 41,988 at 9:32am