wikifolio whispers a.m. First Solar, Aurubis, Microsoft, Alphabet, Tesla und Nvidia

Celovec (ST4711): Trimmed Palantir – Added to First Solar I’ve taken partial profits on Palantir after a steep and extended rally. While I remain bullish on the long-term importance of AI and cybersecurity, the stock has entered overheated territory. Managing downside at this stage doesn’t weaken the thesis—it strengthens portfolio resilience. The proceeds were reallocated into First Solar—a strategic move into an industry currently out of favor but structurally essential. President Trump’s recent executive order seeks to roll back federal subsidies for wind and solar, triggering short-term volatility in the sector. But I view this as a classic setup: Policy pressure meets long-term inevitability. AI, crypto, EVs—none of these mega-trends function without electricity. The future is powered, and the energy mix will be complex and diversified: solar, wind, nuclear, and yes, fossil fuels. First Solar stands out as one of the few U.S.-based solar manufacturers with scale, IP leadership, and geopolitical relevance. This rotation reflects my broader strategy: Trim when optimism peaks. Reinvest where fundamentals are strong and sentiment is weak. That’s how long-term alpha is built. (10.07. 07:33)