Stefan Waldhauser

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.

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

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.

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 From “boring freelancer marketplace” to dual-engine platform: Marketplace pays the bills today, Lifted could rewrite the valuation tomorrow

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

Warner Bros. Discovery Stock: 100% Chance until the Split? The fair value of today's Warner Bros. Discovery stock is derived from the sum of its future parts, which I will attempt to estimate below.

Maybe the price will be driven even higher by short term traders in the next few weeks, but if there is no takeover, the price could suddenly fall again. I don't want to take this risk and am foregoing the last percentage points in view of the realization of nice 3-digit profits. buff.ly/j4LEncy

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.

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 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 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.…

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

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.

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

Disclaimer: I am short $APLD buff.ly/43h0cCi

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...

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

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

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

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

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.

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

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 Q3 2025 - Unternehmen liefert, die Börse zögert Die PayPal Aktie inmitten von AI-Partnerschaften, starkem Cashflow und nervöser Kursreaktion

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!).

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.…

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.

Warner Bros. Discovery - Will There be a Bidding War Now? A $24 bid turned down, a $30 whisper in the air—has WBD just invited a full-blown bidding war on the open stage?

Here's my take on the current situation around $WBD and how I act as a shareholder after an almost 200% gain in stock price: buff.ly/7Q29f3F

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…

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

Wer ist Armin Brack? Ein Link zum Video wäre schön.

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

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

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.

Nice: PayPal partners with OpenAI and will become the first payment option within ChatGPT : buff.ly/0In49Oy

Die Stunde der Wahrheit für Big Tech | Bieterkampf um Warner Bros. Discovery Liebe Leser,

Sollten sich diese Hoffnungen früher oder später zerschlagen - wovon ich derzeit ausgehe - , dürfte uns ein Bärenmarkt inklusive einer scharfen Korrektur der Big-Tech-Aktien bevorstehen.
Hier kompletten Newsletter lesen: buff.ly/EiAheoE

Mit anderen Worten: Die Big Tech Kursgewinne der letzten Jahre sind nicht durch deren fundamentale Entwicklung, sondern allein durch die Hoffnung auf kräftig steigende Profite im KI-Zeitalter entstanden.

In den vergangenen drei Jahren sind die Aktienkurse von Alphabet und Microsoft um 155% bzw. 112% gestiegen, obwohl der Free Cashflow pro Aktie nur um 13-14% vorankam. Die Apple-Aktie stieg um 76%, obwohl der Cashflow pro Aktie sogar rückläufig war.

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?

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.

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