Alva - Your AI Investing Agent

Skip to main content

For You Search Ask Alva Portfolio

Techquity

Technology Investor, Fundamental Research

2 Jun, 13:36Latest

OVH Groupe is an interesting way to invest in Europe's push for more tech sovereignty, though it is still not a quality company. The stock rose 9% today and is up more than 100% this year. x.com

Paradis

AI & Technology Investment Research

28 Apr

Europe's AI and tech names are the ones worth owning through 2030, unlike its boring banks, automakers and pharma. Picks: Nebius as a neocloud; Rolls-Royce for SMRs; Sivers, IQE, Aixtron, Nynomic and Soitec in photonics; BESI, ASML, SUSS MicroTec and LPKF in chip tools; Arm, Infineon and STMicroelectronics in chips; ABB and Schneider Electric in automation and power; Nokia in AI networking; Scottish Mortgage. Spotify is a great company but not a buy until next year amid the SaaS selloff. x.com … Show more

Kuppy

Founder & CIO of Praetorian Capital, Author of Kuppy’s Korner

31 Aug

European equities are a lost cause until new leadership arrives, as stories of entrepreneurs fleeing German bureaucracy show. Saving Europe probably means breaking it first, and the time to buy is in the wreckage. x.com

Ask Alva about this thesis