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    Helge Heß (helge@mastodon.social)'s status on Monday, 19-Jan-2026 07:20:58 JST Helge Heß Helge Heß

    Remember how you forgot how obvious it was to buy Amazon stock when Corona started?
    Or Thyssen-Krupp when Russia started the war and the US didn't stop them?
    Maybe the obvious thing to buy now is European IT infrastructure/software stocks. It's a bet, but maybe a whole lot of US things have to be replaced soon.

    In conversation about 6 months ago from mastodon.social permalink

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