M.Thörn retweetledi
M.Thörn
274 posts
M.Thörn retweetledi
Execs buying $35mm of stock in close coordination with each other - when they already own ~$2bn each - is not a signal
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@AbcpokerBI Boliden har ju ingen stark huvudägare och du får exponering mot allt du nämner. Men då får du ju bolagsspecifik risk :)
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Sanktioner som genomförs för att annektera land lyckas nästan aldrig och leder dessvärre ofta i förlängningen till krig. Det är bara början på upptrappningen.
Robert A. Pape@ProfessorPape
Trump’s “tariffs” are not about trade. They are “economic sanctions” to compel Europe to surrender Greenland. After 30 yrs studying sanctions, they almost always fall and often lead to WAR as vs Japan 1941, Iraq 1991/2003, Serbia 1995/1999… This is the road to escalation, not just tit-for-tat.
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@EkonomiGabriel Utöver att dom producerar produkterna wegovy/ozempic i USA så har dom ju ett undantag från tariffer i och med läkemedelsuppgörelsen med administrationen.
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Vet inte om nedan stämmer. Men det här skulle väl kunna vara ännu en motgång för Novo?
Morgan Cameron Ross@Morgan_C_Ross
-74% of all insulin used in America comes from Denmark. -100% of all Ozempic used in America comes from Denmark -15% of all shipping containers arriving in America come from a Danish company All 3 are being discussed within Denmark to halt.
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@WealthyReadings That would be unwise to by this administration to escalate the situation more publically. They seem to forget that EU owns 20% of outstanding US debt..
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@Contrarian2002 They are a Danish company so that doesn't change anything. Europe could forbid them to sell in America, end of story.
They won't. But they can use the pressure.
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Europe is going to put restrictions on $NVO and $ASML. And I'll get my $50 retest in no time.
Both Denmark is on the list of the tariffed countries, so pretty plausible.
Those won't be for real though, Europe has no real leverage nor negociation power here so...
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The Few Bets That Matter@WealthyReadings
$NVO is up this week. And every holder acts like they nailed the perfect $42 bottom while most are still underwater at $60. That’s the reality. You didn’t miss anything. Stocks don’t go parabolic after a year-long downtrend with no financial catalysts. $NVO will revisit the $50s. And if it doesn't? Damn I have 5 names like $NVO on my watchlist and shared with subscribers with comparable upside. We'll be fine. $NVO was a falling knife; it isn’t anymore. Now it has a defined catalyst and is waiting on results. Traders will take profits. Some bagholders will exit. A headline will push it lower. That’s how retests happen, and we'll see low $50s again. Give it a month and you’ll buy at a lower average than those who DCA’d all the way down.
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@bl_capitalmgmt @Kacper_PK_CH They have tariff exemptions. + The product is made in the US.
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@Kacper_PK_CH Lets see how $NVO reacts. Massive tariffs for their products they‘re selling to the Us…
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Sweeping new tariffs over Greenland purchase. On the weekend, of course. Now we watch futures tomorrow.
The Kobeissi Letter@KobeissiLetter
BREAKING: President Trump announces a 10% tariff on Denmark, Norway, Sweden, France, Germany, the UK, Netherlands, and Finland beginning February 1st. This tariff will be increased to 25% beginning on June 1st. Tariffs will remain in effect until the US reaches a deal to buy Greenland. “It is time for Denmark to give back,” Trump says.
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He’s going to jack up the tariffs on Denmark.. I told you this was a systemic risk for $nvo and tailwind for $lly but hey what do I know
*Walter Bloomberg@DeItaone
TRUMP: TARIFFS WILL CONTINUE UNTIL A DEAL IS REACHED FOR US PURCHASE OF GREENLAND
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@investseekers I mean is TACO still a thing in this? Cryptos does not seem to react, should mean something until a response from the EU.
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@Contrarian2002 I wish I knew. I guess we will just have to wait and see.
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This years no brainer gainers $MU Incredible upside here 100-150% just from supply side preassure.
Secondly $NVO Which is set to dominate the GLP-1 Pill market which will explode from high inflationary environment where consumers try to save money. Price target =120 dollar/Share
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@itsjefflon @realjohnskogman @jack_paulsson Han var ju med i DI vid något tillfälle och då menade ju journalisten att de hade fått ta del av ett av hans konton som bevisade avkastningen. Men det går väl att fabricera?
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Har nu plågat mig igenom senaste avsnittet av Börsens finest med Kavastu och även om man förstått det sen långt tidigare så är det väl nu längre inte någon som helst tvekan om att mannen är en av Sveriges största mytomaner. Fantastisk intervju @realjohnskogman @jack_paulsson
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M.Thörn retweetledi
Some super-simple math on $MU:
- It's expecting $18.7 Billion revenue THIS quarter
- $8.10 per share of profits (EPS)
assuming -0- growth until 2027, that gives them:
- $74.8 Billion Revenue run-rate
- $32.40 of EPS
They say their entire 2026 capacity is sold-out. So unless:
- They are lying
or
- They simply can't deliver for some unforeseen reason
This is CONSERVATIVELY a 30 (PE) x $32.40 (EPS) = $972 per share stock in just 1 year. That's a 180% upside potential based on EXPECTED revenue and profits! Seems kind of crazy.
This is my OPINION. Not investment advice. BUT, I'd love to know why I'm wrong. I feel like I haven't seen such an obvious opportunity on the market for a while, so even *I* am a little skeptical of this insane opportunity.
WHAT. AM. I. MISSING!?
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@StockMKTNewz This is why forward projections based on historic data is usually wrong. This would entail that nothing has changed regarding the Tesla brand and the market conditions regarding EV credits and so forth.
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@BoringBiz_ This is an easy call to make considering what has happened to Gold and Silver. If he did predict the gold and silver rally before this, i think it´s more impressive but he did not.
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Chamath's best trade idea for 2026 is not a stock. It is copper.
"We are still completely underestimating how short we are in terms of the global demand and supply dynamics of a handful of critical elements that we need.
The asset that is set up to go absolutely parabolic is copper. The reason is that it is, at least as it stands today, the most useful, cheap, and amenable conductive material that we have
That material manifests in everything from our data centers, to chips, to our weapon systems. It is just everywhere, everywhere, everywhere"
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I love this for my $RKT long, but can we please stop stimulating demand for housing and start increasing supply?
Politicians are never going to fix housing.
The Kobeissi Letter@KobeissiLetter
BREAKING: President Trump orders the US government to buy $200 billion in mortgage bonds to drive mortgage rates down. "We are bringing back the American dream," Trump says.
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M.Thörn retweetledi
The infamous Buffett Barron's article on Dec 27, 1999 after Berkshire had underperformed just before the tech bubble burst. $BRK
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