AEXeffect

Strategie: 🟢 $BESI BE Semiconductor industries Long + call opties sellen 🟢 $PNL PostNL Postwet wijziging 🚀 🟢 $CELH Celsius Check returns Monster 🟢 $ADS ADIDAS = Strong brand Swingtrade 🔴 Short Europese bankensector Deutsche Bank ABN BNP

@ftr_investors $KOS

The market is deep in extreme fear 😱📉 What are you buying right now? Drop your ticker 👇

July 2008 WTI Peak: $147.27 / bbl Adjusted for inflation (2008 to today): ~$220.00 / bbl At ~$100, we are still MILES away from true historical demand destruction levels.

⏰I BOUGHT A NEW #OIL STOCK: $SEI.v - SINTANA ENERGY One of the most undervalued developers out there. Been trending higher since christmas after a huge drawdown when it popped over 320% in less than 3 months. A perfect FIB 0.786 seemed to mark the bottom. We get a perfect chart entry on the verge of a breakout. -Volume is picking up with 2x average vol today already. -Monster buyer at 0.450 supporting from behind with a CAD$693k order. -Great looking book Current price: $0.51 (Tradingview hasnt updated yet on my chart) I loaded 8% of the portfolio between $0.490-0.495. Im hedging until I see a clear de-escalation in the #Iran mess and SEI should continue to trend higher with a rising oil price. If SEI can reclaim $0.60 we could see some good action going. Here is a great write up on the case: triplesinvesting.substack.com/p/sintana-ener… Good luck if you join.

TRUMP: PUTIN AGREED TO HALT MISSILE STRIKES ON KYIV

TRUMP ON UKRAINE–RUSSIA: SAYS THERE MAY BE GOOD NEWS, ADDS TALKS ARE GOING VERY WELL

Trump: Doing very well with Ukraine and Russia, think we'll have some good news

Na HBM4 volgt de HBM4E, die niet meer zonder hybrid bonding kan. We weten: Samsung is een klant van Besi.

@BeuvingJordy $BESI is vandaag de vreemde eend in de bijt. $AMAT en Lam spuiten omhoog en $BESI schurkt tegen rood….

Samsung on Hybrid Bonding $BESI

UBS raising $BESI PT €160 -> €210

@StocksOnSpaces Hi y'all I am dutch. And here we have a company called Besi (Be-semiconductor industries) They are going to collect meta's CapEx.... Do research!!!

@NicoInberg Nu $Meta eigen AI-chips (MTIA) volledig inzetten op gestapelde architecturen, wordt de marktleidende Hybrid Bonding-techniek van $BESI cruciaal. Morgenochtend een flinke koersstijging voor $BESI kan triggeren

Meta +10% nabeurs Omzet Q4 + 24%. De nettowinst + 9%, + 40%, marge van 48% naar 41%. Groei door meer ads (+18%) en hogere prijzen (+6%) en stijging aantal dau's (+7%). Vooruitblik: het bedrijf verwacht in Q1 een omzet van 53,5 tot 56,5 miljard dollar, en in 2026 uitgaven van 162 tot 169 miljard dollar en investeringen (CapEx) van 115 tot 135 miljard dollar.

$Meta bouwt hun eigen AI-chips (MTIA). Deze chips zijn specifiek ontworpen om op elkaar gestapeld te worden. Hier is de Hybrid Bonding techniek van $BESI cruciaal voor. @BeuvingJordy

@TopStockAlerts1 Adidas and Puma will profit too

The 2026 FIFA World Cup could be a major revenue boost for ticket resellers, travel platforms, and digital advertisers, assuming the tournament proceeds without major disruptions. With 48 teams, 104 matches, and billions of global viewers across the U.S., Canada, and Mexico, analysts see meaningful upside for several consumer and tech companies. J.P. Morgan estimates the ticket resale market alone could reach $1 billion to $1.8 billion, with StubHub capturing a significant share. Airbnb is expected to benefit from increased lodging demand, while Uber and Lyft could see hundreds of millions in incremental gross bookings from match-related travel and deliveries. Digital advertising is another major winner, with World Cup-related ad spending projected at $5.2 billion, lifting revenue at Google and Meta. $STUB $UBER $GOOGL $META $ABNB

@FirstSquawk Besi

SK HYNIX TO ESTABLISH U.S. ARM SPECIALIZED IN AI SOLUTIONS

$BESI is a strong buy

🚀 Micron $MU gaat 24 miljard investeren - Gouden tijden toeleveranciers - $ASMI - Besi $BESI en meer scetrader.nl/micron/27/01/2…

Since its IPO, $FOUR has compounded revenues at an impressive pace, scaling from well under $1B to nearly $4B today. What’s notable is that despite this strong top-line growth, the valuation has largely stayed within a 13–30x P/FCF range. Today, $FOUR trades around ~17x P/FCF, which on the surface looks cheap given the expected growth profile. That said, it’s not dramatically below its historical median multiple (~18x), so this isn’t an obvious valuation outlier yet. I’ve been watching this name closely, especially as payments stocks broadly have traded very poorly, creating selective opportunities. I’m very interested in owning $FOUR, but I’d still prefer to pick it up at a clearer discount relative to its own history, rather than just “fair value.” In short: strong fundamentals, attractive long-term story — but I’m waiting for either more multiple compression or a broader payments selloff to get more aggressive.

HERE ARE THE FULL NAMES BEHIND THE TICKERS: $CELH — CELSIUS HOLDINGS 🥤 $PNL — POSTNL 📦 $BESI — BE SEMICONDUCTOR INDUSTRIES ⚡️ $ADS — ADIDAS 👟 $FOUR — SHIFT4 PAYMENTS 💳 $FISV — FISERV 💎

$CELH — HYPE SWING 🟢🔋 $PNL — FUNDAMENTAL SWING 🟢📊 $BESI — LONG TERM HOLD 🟢🏆 $ADS — SWING TRADE 🟢⚡️ $FOUR — MOMENTUM PLAY 💸🔥 $FISV — RECOVERY GEM 💎🚀