Which stock could soar by 2030: BYD, Nvidia, or Tubacex?
BYD, Tubacex, or Nvidia: stock market bets until 2030, the AI bubble warning, and real portfolio figures that have already profited.
English · Original discussion in Spanish · Published
Which stock could soar by 2030: BYD vs. Tubacex
Which stock could soar the most before 2030? The question sparks a long discussion, and the short answer is: nobody knows. The long answer is more useful: a handful of names keep reappearing—BYD, Tubacex, Nvidia, Palantir—and an uncomfortable pattern. Those who bet do so blindly; those who have already won tell their tale when the risk is gone.
BYD: €75,000 with the broker app uninstalled
The most cited stock is the Chinese manufacturer. One investor confesses to having €75,000 invested in BYD and having uninstalled the app to avoid checking until 2030. Faith doesn't come free: the same investor admits to losing money, with an average purchase price of just over €13, and having taken advantage of a brief 5.2% dip to add 1,000 more shares at €11.40. The stock has fallen -35.8% from its highs.
The China thesis isn't supported by balance sheets, but by something more tangible. Someone who rode in a BYD in 2014 described it as a poor car; ten years later, behind the wheel of a 2024 model, the conclusion has reversed. Engineering is bought, prestige is inherited, and that's precisely what the market is debating.
Tubacex and debt tripling EBITDA
The other recurring Spanish bet is Tubacex. The bullish argument rests on a pipe factory in Abu Dhabi and a contract with the state oil company ADNOC, in a country that prioritizes local production. The problem is the entry price: the debt triples EBITDA due to this investment. And there's a detail not found in the brochures: those who have worked in the area warn of onerous conditions and delayed payments with excuses. It could pay off. It could.
AI as religion: Nvidia, Palantir, and the casualties
The tech sector dominates the bets. Nvidia appears with a projection of +300%: more artificial intelligence, more chips. Palantir is mentioned with a phrase that summarizes the sector's risk, according to one participant: it either soars, or you end up in jail. And the classic bubble warning looms: there will be a huge surge, and at the same time, bankruptcies for those who don't survive. The problem, they admit, is that it's unclear who will fall into which category.
Intel +511%, Lenovo +651%: for those who got in early
In contrast to forecasts, the results already materialized. One portfolio boasts +511% in Intel and +651% in Lenovo, bought before the hype and never sold. MSTR with +50% is also mentioned, along with thanks for Nebius from one participant. These are figures from those already invested; the problem, they say, is having entered with little money.
The safe haven: gold, defense, and food
The other half of the discussion isn't about multiplying wealth, but about preserving it. Physical gold for peaceful sleep, defense ETFs, and arms manufacturers like Rheinmetall or BAE Systems, rising food prices, and pharmaceutical companies as a demographic bet. And a warning about China that shouldn't be ignored, according to one participant: the country's numbers don't trinc Western supply and demand logic.
A lifetime waiting for the big score. When it finally seems to arrive, it turns out to be without a seatbelt.
Which stock could soar the most before 2030? The question sparks a long discussion, and the short answer is: nobody knows. The long answer is more useful: a handful of names keep reappearing—BYD, Tubacex, Nvidia, Palantir—and an uncomfortable pattern. Those who bet do so blindly; those who have already won tell their tale when the risk is gone.
BYD: €75,000 with the broker app uninstalled
The most cited stock is the Chinese manufacturer. One investor confesses to having €75,000 invested in BYD and having uninstalled the app to avoid checking until 2030. Faith doesn't come free: the same investor admits to losing money, with an average purchase price of just over €13, and having taken advantage of a brief 5.2% dip to add 1,000 more shares at €11.40. The stock has fallen -35.8% from its highs.
The China thesis isn't supported by balance sheets, but by something more tangible. Someone who rode in a BYD in 2014 described it as a poor car; ten years later, behind the wheel of a 2024 model, the conclusion has reversed. Engineering is bought, prestige is inherited, and that's precisely what the market is debating.
Tubacex and debt tripling EBITDA
The other recurring Spanish bet is Tubacex. The bullish argument rests on a pipe factory in Abu Dhabi and a contract with the state oil company ADNOC, in a country that prioritizes local production. The problem is the entry price: the debt triples EBITDA due to this investment. And there's a detail not found in the brochures: those who have worked in the area warn of onerous conditions and delayed payments with excuses. It could pay off. It could.
AI as religion: Nvidia, Palantir, and the casualties
The tech sector dominates the bets. Nvidia appears with a projection of +300%: more artificial intelligence, more chips. Palantir is mentioned with a phrase that summarizes the sector's risk, according to one participant: it either soars, or you end up in jail. And the classic bubble warning looms: there will be a huge surge, and at the same time, bankruptcies for those who don't survive. The problem, they admit, is that it's unclear who will fall into which category.
Intel +511%, Lenovo +651%: for those who got in early
In contrast to forecasts, the results already materialized. One portfolio boasts +511% in Intel and +651% in Lenovo, bought before the hype and never sold. MSTR with +50% is also mentioned, along with thanks for Nebius from one participant. These are figures from those already invested; the problem, they say, is having entered with little money.
The safe haven: gold, defense, and food
The other half of the discussion isn't about multiplying wealth, but about preserving it. Physical gold for peaceful sleep, defense ETFs, and arms manufacturers like Rheinmetall or BAE Systems, rising food prices, and pharmaceutical companies as a demographic bet. And a warning about China that shouldn't be ignored, according to one participant: the country's numbers don't trinc Western supply and demand logic.
A lifetime waiting for the big score. When it finally seems to arrive, it turns out to be without a seatbelt.
Summary of a discussion on Burbuja.info - Foro de economía, actualidad y política., translated from Spanish and reviewed before publication. Read the full discussion (248 replies).
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