While the Nasdaq crashed 6% in a single day, European stocks barely moved, and in 2026, Europe's STOXX 600 is actually beating the S&P 500. In this video, we break down why: Europe is far less exposed to the AI bubble, trades at a ~30% valuation discount, and has untapped growth potential through the Single Market, the Capital Markets Union and Eurobonds, with €10 trillion in European savings just sitting in bank accounts. So is it finally time to invest in Europe or will we waste this moment like we wasted the Draghi Report?


If you want to look at it on youtube: https://www.youtube.com/watch?v=Rr0RoXuUsCE

Also, title slightly edited to remove clickbait.

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[–] 6 points 1 day ago*

European stocks have been doing well over the last few years, for instance the German DAX. In addition, a lot of money is flowing from the USA into German companies; hundreds of very exciting startups in the area of Defence and industrial AI, same seems true for Netherlands, Scandinavia; investors with deep pockets flock into that market. If you do not live in Europe, you could look at an ETF around European value stocks (ASML, SAP, Leonardo, Airbus, Rheinmetall, Thalis, the big Pharmas Novartis, Roche, AZ…) or find a more speculative ETF containing ai / defense startups. Having said that, investors may be too late to the game… the institutional investors started buying when the market was low, not sure how long that will last; no overheating in sight, but the big invest profits may slow down.

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