Ernesto Carrillo

Fellas, I know we obsess over returns/money etc. But please remember to take care of your physical/mental health as well as your loved ones. These are the things that really matter in the end🙏❤️ Non stock related post sorry but needed to be said

Oscar Peterson - C Jam Blues youtu.be/NTJhHn-TuDY?si… via @YouTube

Thank you @aleabitoreddit !

$MSFT looks like a secret buyer of Riber < $ALRIB > for Microsoft Quantum. The broader market and algorithms likely don’t know this connection yet. MBEs are important for quantum computing, quantum dot lasers, VCSELs, and silicon photonics. But the long-term implications are sizable if Microsoft Quantum: -> Are starting to buy from this European equipment manufacturer Quantum is still very early and risks to early stage industries are material. But since this company looks like an $AIXA for Quantum and trades at a profitable ~27x est. forward P/E, as a duopoly for MBE with $VECO, it looks interesting. From open LinkedIn intelligence, having a US hyperscaler use Riber MBE equipment to fab frontier quantum chips. At the very least helps validate the company’s importance as a technology. And makes it appear well positioned to capture quantum computing and quantum dot capex cycles in the near future.

@cortisquared Ce ne sont pas davantage les retraités qui épargnent bcp en France ?

Unpopop : le dispositif d'épargne salariale est complètement con. Il n'y a pas besoin d'inciter les français à épargner, ils le font déjà trop. Évidemment, c'est une manière de donner du salaire défiscalisé, ce qui est indispensable pour ne pas casser l'activité.

‘Johannes Brahms | 6 Gesänge, Op. 7- No. 3, Anklange’ est sur #SoundCloud on.soundcloud.com/xYfX2GMPCq9Ma1…

Comme je le dis depuis deux ans, la situation budgétaire de la France est particulièrement problématique parce que l’économie mondiale est prospère. Cela fait trois ans que nous avons une politique budgétaire typiquement observées en période de récession, ce qui laisse peu de marge pour traverser un retournement de conjoncture. Si l’on part de 5% et qu’une crise majeure intervient, le déficit pourrait facilement grimper à 7% ou 8% sans ajustement douloureux. On pourrait être contraint de faire ces ajustements au pire moment.

Let me explain exactly why every new subdivision in America looks like the top photo, because the math is wild. A mature tree increases a home's value by 7 to 19 percent. On a $400,000 house, that's $28,000 to $76,000. A single shade tree produces the cooling equivalent of ten room-size air conditioners running 20 hours a day. One tree on the west side of a house cuts energy bills by 12 percent within 15 years. The bottom photo is worth more, costs less to live in, and sells faster. This has been documented by the University of Washington, Clemson, Michigan State, and the USDA. The data is not in dispute. Removing those trees saves the builder roughly $5,000 per lot. Concrete trucks need twice the dripline radius of every standing tree. Utility trenches need flat ground. A bulldozer flattens 200 lots in an afternoon. Preserving trees adds weeks and thousands per home. So the developer pockets $5,000 in savings and the buyer eats $50,000 in lost value for the next two decades. The person making the decision and the person paying for it have never been in the same room. The Woodlands, Texas is the proof of what happens when they are. George Mitchell bought 28,000 acres of Houston timberland in 1974 and preserved 28% as permanent green space. He forced McDonald's to build behind the tree canopy. That McDonald's became one of the highest-volume locations in Texas. The first office building, designed to reflect the surrounding forest so you couldn't see it from the street, leased completely. The Woodlands median home price today: $615,000. Katy, a comparable Houston suburb that clear-cut: $375,000. Named #1 community to live in America two years running. Fifty years of data. The trees are worth more than removing them saves. Developers clear-cut anyway because they sell the house once and leave. You live in it for 30 years.

@JulienTechInvst @SemiAnalysis_ Good luck !

Après plusieurs semaines d’attente et vu que tout est signé, je peux officiellement vous annoncer la nouvelle ! Comme certains s’en doutaient, je vais quitter AWS pour rejoindre @SemiAnalysis_ au 1ᵉʳ Avril (non ce n’est pas un poisson d’Avril mdr) ! C’est pour cette raison que j’ai effectué autant de mouvements sur mon compte IBKR, car au 1ᵉʳ Avril je n’aurais plus le droit d’acheter/vendre des titres semi-conducteurs et tech (il y a une liste d’environ 300 valeurs restreintes), pour des raisons légales (accès aux MNPO/MNPI principalement + éviter les conflits d’intérêt). Aussi, j’ai pris la décision de passer mon compte en Anglais et en Français, donc dorénavant, quand il y aura une news à commenter, je le ferais en anglais et en français

Beacon Securities Reports on Tenaz 2025 Q4 and Year-End Results; Increases Price Target to $72 tenazenergy.com/s/20260316-Bea…

The Pentagon purchased $2M worth of Alaskan king crab. As well as $6.9M worth of lobster tails with taxpayer funds in September If your first thought like me was: How do I profit off of government overspending on king crab and lobsters? Here’s how: $SYY - They hold massive, multi-million dollar DLA contracts with the US Gov, so when they need to order millions in king crab or lobster delivered, they’re the large beneficiary. $USFD - The second-largest U.S. broadline distributor. USFD also bids on institutional and government contracts, absorbing the overflow of massive government food budgets for expensive crab and lobsters. $PFGC - Another massive distributor that competes for institutional government and supply contracts for crab and lobster. To profit from the Pentagon's taste in seafood and steak, you have to invest in the chokepoints that transport the food. The three above are the largest beneficiaries and the spend in q4 from lobster and crab should show up in their earnings.

Il faudrait obliger nos politiques à faire une pause d'au moins 10 ans et à trouver un vrai emploi pour empêcher ce copinage

@TechFundies Why are the G&A representing -24% of the revenue in 4Q25 ?

$FRSH reported a decent Q4. Punchline is stock is just way too cheap. Company has generic workflow software for customer / IT support. They did 840m in rev last year growing 16% yy and did 227m in Q4 growing 13% yy cc so slowing. Highlights -92k total customers and 8k have bought AI functionality which is at 25m ARR or 3% of total revenue -AI customer cohort has a dollar net retention of 116% in Q4 up from 112% in Q3 . -Took per interaction pricing up from 10c to 50c and no pushback from customers. This will flow through model going forward. -50% of new customer wins taking AI functionality. -Seat reductions not an issue because company is a share gainer and sees seat expansion. Pipeline great at high-end. -Guidance embeds an expectation for a slight ACCELERATION. -Will be GAAP profitable by end of 2026. My take So company has respected mgmt team improving capital allocation, is seeing reasonable traction with AI and accelerating and is profitable. Using fully-diluted shares (including anti-dilutive ones), market cap is 2.2b w/ 0.8b in cash - so 1.4b EV. Company generated 180m of unlevered FCF in 2025 so trading at 7.8x trailing FCF which will grow from here. They guided to 250m in FCF for 2026. So P/FCF here so trading at 9x 2026 FCF, and EV/FCF of ~5.5x. ...for a growing, profitable business that is accelerating on the back of AI product adoption. Like I said, I don't love the company but this is $TLEO level too cheap (see my last post). I listened to the call replay while driving out to go skiing. Pulled over to check financials and stock price, and couldn't help myself from buying some. -11% downside to 8x 2026 street FCF +93% upside to 15x 2027 street FCF ($14 - where stock was 2 mo ago).

Il y a un ETF south korea x3 de dispo sur Degiro à défaut du $ewy. Je pense que c'est le meilleur risk/opport pour 2026

Je n'ai pas réussi à accrocher à Hamnet de Chloé Zhao, alors que j'ai adoré tous ses autres films...

Is it possible to have this stock $Rime) on your platform ? @DEGIRO

J'ai pris une position sur $tnz.to

Cormark Securities Morning Note on Tenaz Energy Corp (TNZ-TSX) "Transferring Coverage - Europe's Emerging Gas Champion" tenazenergy.com/s/Transferring…

J'ai pris du $Adyen sur le -20% et je suis quand même dans le rouge avec la clôture à -21,87%