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@BartBurggraaf Dan wel even met de banken afspreken dat ze minder geld krijgen want waarom moet de burger hiervoor opdraven?

De hypotheekrenteaftrek is zinloos én schadelijk. We lenen meer, bieden harder, en het voordeel verdwijnt in de prijs. Wat de fiscus teruggeeft, betaalde je vooraf al aan de verkoper. Plus dertig jaar rente. En kijk naar de grafiek: €14,2 mld aan belastingen op wonen, €13,1 mld aan aftrekposten. Dezelfde mensen aan beide kanten, talloze ambtenaren en consultants...voor €1,1 mld netto. Schaf het hele circus tegelijk af. Lagere prijzen, kleinere hypotheken, minder rondpompen.

@nntaleb probably more fun to hang out with

Strong people don't necessarily look like strong people. Though actors & social media health grifters must look the part. (Just as surgeons may not look like surgeons).

@bubbleboi Ever heard of Jevons’ Paradox?

So it begins

@jesseklaver Misschien eens een keer opflikkeren met die asielzoekers?

Vuurwerk gooien, mishandeling van een boa, extreemrechtse relschoppers. En nu deze explosie. Dit is niet normaal. De politiek moet zich hiertegen uitspreken. Dit is niet het Nederland dat we willen zijn. nos.nl/artikel/261390…

@hein_janssen Die Schimmelpennik doet dat juist.

Zo die zit! 'De Telegraaf houdt zich niet bezig met het vertolken van onvrede, maar met het creëren ervan'. volkskrant.nl/columns-van-de…

@ArendJanKamp U zit er goed bij met de ASML DCA.

Bewaak zorgvuldig en gedisciplineerd uw tech-wegingen en stoplosses kunnen wellicht hier en daar ook geen kwaad bij uw meest volatiele assets De AI rally gaat nu zo hard, dat wss de draai ook bruut gaat zijn Timen heeft geen zin, uw huiswerk maken wel

@mkeulemans @telegraaf Oeh een krantenfittie. Laatste poging relevant te blijven?

Zeer opmerkelijke aantijging. Benieuwd naar de reactie van de @telegraaf.

@P0eMPieDinges Bruls is een zemmel, net als die Syrische losers.

Nijmegen is ook helemaal naar de klote door overlast van deze groep Syrische asielzoekers. Dagelijks ervaren Nijmegenaren: winkeldiefstallen, vechtpartijen, intimidatie, nafluiten van vrouwen en bedreigingen. Burgemeester Bruls heeft de jongeren persoonlijk aangesproken via brieven en waarschuwingen: “Ik geef je nu de kans om te kiezen.” Volgens een artikel in De Gelderlander van 29 januari 2026 heeft de brief effect gehad: de problemen zijn flink minder geworden. Gelooft u het zelf? Onderstaande video en foto zijn van zeer recent.

Niemand kijkt meer he? #nieuwsuur

@AlmaCap114204 And if action is undertaken then $ASML should benefit hugely.

We saw rumours of SK Hynix being courted by hyperscalers last week. How long do you think market participants take to react anon?? > Alma Cap: anticipated it, already positioned > Hedge funds: hours to days, sizing depends on risk policy and degree of confirmation > Family offices: varies wildly, sharper SFOs move with hedge funds, more institutional setups will wait for sell-side validation (days to weeks) > Long-only mutual funds: 2–8 weeks, sell side validation, model updates, IC approval, then patient accumulation > Sovereigns / pensions / allocators: quarters — structural reweights move on rebalancing cycles, not headlines How much gets priced in at the rumour stage vs confirmation? $MU and Samsung will also be experiencing similar customer reach outs.

@StockSavvyShay @FuturumEquities If it were that easy...

SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $INTC ~2.8x • $LRCX ~2.0x • $KLAC ~2.0x • $AMAT ~2.0x • $ASML ~1.7x • $ALAB ~1.6x • $ARM ~1.5x • $ANET ~1.5x • $LITE ~1.3x • $TSM ~1.1x • $CRDO ~1.0x • $NVDA ~1.0x • $COHR ~0.9x • $AVGO ~0.9x • $AMD ~0.7x • $SNDK ~0.7x • $MRVL ~0.7x • $AAOI ~0.6x • $ON ~0.5x • $MU ~0.4x

@BioSignal Let's await PFS and OS

Everyone thinks combining a standard PD-1 with an ADC is the efficacy ceiling for Triple-Negative Breast Cancer (TNBC). They are wrong. The real Alpha is cutting out chemotherapy entirely with "IO 2.0". The current 1L TNBC standard of care relies heavily on toxic chemo and mostly benefits a fragmented, PD-L1 positive patient population. The new meta completely rewrites this by combining a PD-L1/VEGF-A bispecific antibody with a next-gen TROP2 ADC. The bispecific normalizes tumor blood vessels and breaks immunosuppression, paving a clear, highly permeable path for the ADC to penetrate the tumor microenvironment and deliver a targeted payload. At ESMO BC 2026, China's DualityBio (partnered with $BNTX) proved this synergistic mechanism works. They just dropped Phase 1/2 data for their TROP2 ADC (DB-1305) combined with the bispecific Pumitamig. The numbers are staggering: a massive 76.7% confirmed ORR and 96.7% DCR in 1L TNBC. DualityBio’s proprietary DITAC platform engineered out the severe hematologic toxicity seen in legacy ADCs, allowing it to seamlessly replace standard chemotherapy in the combo. They are setting a completely new, chemo-free upper limit for TNBC efficacy, directly threatening legacy TROP2 players who still rely on traditional IO/Chemo pairings. This is the pipeline to watch. 🧵 $BNTX $BMY $GILD $AZN $XBI $IBB

@lithos_graphein But they still sell their previous lower NA EUV right?

BofA Securities has this one wrong. DRAM won't adopt high-NA EUV anytime soon, maybe ever. $ASML

@HyperTechInvest What is your take on $ASML in this regard?

I cringe every time I see someone saying a fabless semiconductor company can be a bottleneck beneficiary like $MU or $SNDK Only physical goods can become bottlenecked. PDFs with chip designs cannot become a bottleneck So yes, while a company like $AMD or $MRVL can benefit from bottleneck trends because they have locked capacity, or because they can become a structural second-tier beneficiary of a bottleneck, they are nowhere similar to $MU or $SNDK $NVDA is not up so much because GPUs were a bottleneck, but because they were the best by far and could command the best ASPs. That is a very different situation

@PTarantinoMD @VincentRK What happens when you give an MMAE ADC after govitecan?

Quoting @VincentRK: Clinical trials: Easy to criticize. Hard to do. Five years ago there was absolutely no data on ADC sequencing. There were two approved ADCs, T-DXd and SG With different target, linker, pharmacokinetics and slightly different payload structure. A clear unmet need in the post-T-DXd HER2+ setting. Could the two ADCs work one after the other and help patients with HER2+ MBC? Two ways to attempt answering this question. The faster, yet imperfect one: retrospective studies. We tried. We (and others) analyzed data from hundreds of real-world patients across the US. Presented and published our findings. academic.oup.com/jnci/article-a… Important questions, though, require quality answers. We concomitantly designed the trial. In a way to stop it early, after only 27 patients, if the answer was “not sufficient activity”, to ensure patients safety. We ran the trial, SATEEN. And can finally provide a prospective answer. Five years in the making. Huge efforts from research staff from multiple centers and from the sponsor. Generous participation by 27 patients. To obtain what I believe is a quality answer for an important clinical question. Not the answer we were hoping for. But one we can build on in the next years. Clinical trials: Easy to criticize. Hard to do.

@5_utr So that's why the OS doubled?

KRAS prevalence ≠ KRAS causality. Causality requires intervention, not correlation. What we have is co-occurrence, 🐁 models, and a strong prior. Unknown modifier genes, epistatic interactions, non-linear network effects — all unaccounted for

50 years of oncogene theory. One broken premise: that we can identify the causal driver, that it’s singular, that inhibiting it collapses the network. We can’t. It isn’t. It doesn’t. The oncogene is not the disease. It’s the mutation we happened to sequence.

@PythiaR @vikramskr Not priced in :-)

@vikramskr How about the bottleneck made by the physics problem of having to fire a laser at a tiny piece of tin 50,000 times a second?

@Mykalt45 LOL

Tubulis…

Oeps, wordt de overwinst van de overheid ook afgeroomd? #nieuwsuur

@keithedwards He did something that looked like a pull-up 20x. A lot of people, especially democratic pencil-necks can't even do one of those.

he didn't do a single pull up