EsssOhDee

@KoertsNiels Als NLers kunnen jullie meegaan met Orascom...wat doen we als Belgen? Verkopen? Zoja wnr?

Oceanwood Capital trekt zijn steun in voor een enquete procedure bij de Ondernemingskamer en daardoor wordt het voor de VEB lastig om de zaak tegen OCI voort te zetten. Opmerkelijke gang van zaken, omdat het cashbod van €4,10 bedroevend laag is. Mijn inschatting is dat ze mee gaan met de Orascom fusie. Waarde OCI in Orascom fusie is momenteel €5,99 per aandeel. Dat is bijna de helft meer dan het cashbod van Sawiris. Kleine particuliere beleggers worden hierdoor met de rug tegen de muur gezet. Analyse volgt later vanmiddag op StockWatch.

@TheLongInvest Great pricing...another steep drop

$ADUR $ASTS Are the two positions you should be aggressively adding Showing the highest conviction They have the strongest moats in the market Everyone wants to buy the next $NVDA that can 100X Here is two.

@NicoInberg $ASTS en $LMN

Verzoeknummers podcast: welke aandelen zou je behandeld willen zien a.s. vrijdag in onze podcast? Laat t me weten in de comments. Spoiler alert: Adyen en Besi staan al op de nominatie.

@TheLongInvest Its a great discoubt but damn, ive got to pay another 70€ on top for taxes...i need the 50% off dude 😋🫣😇

- SALE - For a limited time only I am offering a 30% DISCOUNT on ALL tiers. This Promo is available to new and current members. Click on the link to bring you directly to the sign up page where the 30% discount is already applied. patreon.com/thelonginvesto… TLI

@HolySmokas Aaaannnndd down 8%

$AMD with an A+

@SergeyCYW Then why the selloff? Its been like that with alot of stocks that beat lately...

AMD Q4’25: $10.3B revenue, operating leverage finally showing up $AMD closed Q4’25 with revenue of $10.27B, up 34% YoY and well ahead of expectations. Growth was broad, but quality improved alongside scale. Margins tell the real story. Gross margin reached 54%, expanding 30 bps YoY despite heavy AI mix. Operating margin climbed to 17%, up 330 bps YoY, as revenue growth outpaced OpEx. Free cash flow hit $1.9B with a 19% margin, reinforcing that profitability is no longer back-end loaded. Data center remains the engine, with segment EBIT margins north of 32% and rising. Growth dynamics look durable. Data center revenue grew 39% YoY, driven by EPYC share gains and a fast-scaling Instinct business. Client and Gaming rebounded strongly with mid-30s growth, helped by commercial PC share gains. Embedded stayed modest but profitable, supported by a growing design win backlog. R&D and SG&A both increased as a percentage of revenue, but operating income still grew nearly 66% YoY. Operating leverage is starting to work even with aggressive investment. One question hangs over the quarter. EBITDA margin declined year over year, even as operating income surged. Not a core issue, but worth watching as depreciation and AI infrastructure costs scale. The stock sold off post-earnings despite clear beats on revenue and EPS. Valuation remains demanding at ~9x EV/Sales and ~40x forward earnings. Near-term guidance implies a seasonal dip in Q1 revenue, partially offset by continued data center strength and limited China MI308 contribution. Net result: accelerating growth, expanding margins, strong cash generation. Expectations are high, and execution needs to stay sharp, but the business fundamentals continue to move in the right direction.

@TheLongInvest More interested in NVO tbh

I want to be make my position clear I am NOT selling $PYPL I don’t sell deep under the 200 WMA and being in a position where they could buy half their company right now with their assets Cash flow guides the price….eventually

@SanderSassen Hier hele dag 19 graden en van 16u30 tot 20u gaat ie naar 20 graden. (Bij koude dagen naar 21) Zit ongvr 4m3 dan

Prangende vraag! Mijn gasverbruik is gemiddeld zo'n 2.5-5.0m^3 per dag op koude dagen zoals afgelopen week. Bij mij staat de thermostaat dag-en-nacht op 18-graden. Wat verbruikt u per dag ongeveer aan gas? En op welke temperatuur staat uw thermostaat?

@ArendJanKamp Hopelijk snel een analyse door Niels of Paul

Maken we ook niet zo vaak mee, #Microsoft gaat een bear market (-20%) in?

@StockMarketNerd @KoertsNiels @ArendJanKamp wat is jullie take op deze zotte (overdreven?) daling?

$MSFT erases nearly half a trillion in market cap on its worst session in years because it slightly misses a random buy-side # on Azure growth guidance & the EBIT forecast was less than 1% light. It's casual. Imagine if it was actually a bad quarter.

@NicoInberg Kvind het zo'n moeilijke...ben je er uitgesprongen @NicoInberg ?

Verkooporders altijd net onder ronde getallen inleggen. Op 1200 deed je niks vanochtend. ATH 1199.60 #ASML

@dividendology What is your take on this? A firm HOLD or even BUY? Or do you think it could even be worse? I think Buffet also has them

$UNH UnitedHealth Group is now down nearly 9% in after hour trading. This comes after CMS proposed much weaker than expected Medicare Advantage rate increases, sparking a sector-wide selloff. $UNH reportes a highly anticipated earnings pre-market tomorrow.

@Raindropsmedia1 He have a peacock on his head?

Jaden Smith with his mother, Jada Pinkett Smith, and his father, Will Smith, enjoying dinner in Paris.

@R0n3d Waarom rijdt ie er niet achter?????

@VividProwess What a great religion...

@josefchen @NicoInberg ben benieuwd naar uw waardering van de IPO, correcte prijs volgens u? Of even afwachten tot de ipo hype wat gaan liggen is?

Largest defence IPO in history. The CEO’s now worth $37B at 33 years old. Personally worth 10% of his country’s entire economy. But he’s so based it looks like he’s just ordering lunch. Michal Strnad worked in his dad’s warehouse from age 12 trading Soviet military scrap on the back of a truck. Took over the business at 21. Today: one of the largest ammunition manufacturers in the world with 14k employees. The next billionaires won’t come from copying Silicon Valley. They’ll come from factories. The founders who get this are already building.

@Quinn_Munro @TheLongInvest Fake ass

@TheLongInvest My next trade! 👇Show more

👀

@AmiriKing This is gary....dont be like gary's stupid wife

A black guy pulled a knife on Gary. Gary stomped him out in return. Be like Gary.

@unusual_whales *Sigh*....

Trump on Greenland: The fact that they landed a boat there 500 years ago doesn’t mean they own the land.

@NicoInberg Tzal weer wat geven op de beurzen maandag...pfffff

Dit is perfect. In één klap van die slechte deal af.