Etzi

Some large-caps begin to be hard to ignore, but do not overlook small-caps💎 I have hand-picked one quality small cap for each country below 📊 Which one is on your watchlist? 👇 🇺🇸 Badger Meter $BMI 🇺🇾 DLocal $DLO 🇦🇺 Netwealth $NWL 🇫🇷 GTT $GTT 🇮🇹 Interpump $IP 🇬🇧 AJ Bell $AJB 🇪🇸 Clinica Baviera $CBAV 🇸🇪 Bonesupport $BONEX 🇳🇴 Medistim $MEDI 🇨🇦 MDA Space $MDA 🇩🇪 Nemetschek $NEM

@arthritisfinger you should have bought when $HIMS was at 15$. Why buying at an higher price now?

The market is forcing me to buy more and more $HIMS 👀 Who’s buying the fear here? ☝🏽

@Gubloinvestor long term holders are buying right now.

$NVO is currently trading at same price it was 5 years ago. Long term holding sucks lol

@gianlucac1bis @INArteCarloDoss @degiorgiod Nobody is buying now; it's too early. The S&P 500 is only 8% off its ATH. During Covid it dropped 33%, and with the tariffs it fell 20%. First, we need to go lower, then the recovery will be super fast once again.

@Etzi__ @INArteCarloDoss @degiorgiod sure....go ahead and buy

I have been in stock markets for 40 years now, since i was 19 I have been running a european hedge fund desk for a major Investment bank In my life i have seen denial priced so big in equity markets only 2 times Covid Tariffs good luck everyone @INArteCarloDoss @degiorgiod

@Liber______ @WarMonitor3 Spot on

@WarMonitor3 Why? The request to regain sovereignty over British territory in Cyprus will be backed by the US, provided that the US can use the island's airbases as they wish without seeking permission from the UK. Isreal will also push for this. I think the UK needs good luck, not Cyprus.

Cypriot Prime Minster-"When this unfortunate situation in the Middle East is over, we need to have an open and frank conversation about the status and future of the British bases in Cyprus." Good luck with that...

@iam_elias1 Fake

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@TheLongInvest everyone is doing the opposite 😅

I’m buying more $HIMS on Monday And everyone will follow me

@danielisdizzy "only $580M" 🤔

After the Wegovy copy controversy, $HIMS trades at a P/S below 2. Important point: $HIMS is NOT a GLP-1 company. In 2025, it did $2.3B in revenue — only $580M from GLP-1s, which also have lower margins than the core business. Even in a worst-case scenario where GLP-1 sales stop (unlikely), $HIMS still looks deeply undervalued.

$NVDA CEO Jensen Huang said the market is wrong to think AI will replace software companies. He called the market’s fear of software displacement “illogical” and said time will prove the thesis wrong.

Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: 3 February 2026

“AI Won’t Replace Software!” — Jensen Huang: $CSU $CSU.TO $NOW $ADBE $SAP

@nataninvesting $PYPL will go to $30

I'm adjusting my $PYPL price target from $125 to $101. It represents: - A 140% potential upside from current price of $42 - A potential 28% CAGR return over the next 5 years I'll post my updated valuation model tomorrow and no, I'm not selling a single share.

@TacticzH you should $CAT under Power

Which AI company would you buy right now? Chip design: - $AMD - $NVDA - $ARM - $INTC Manufacturing: - $TSM - $INTC - $SAMSUNG HBM/Memory: - $MU - SK HYNIX Equipment: - $ASML - $KLAC - $LRCX Power: - $VST - $CEG Networking: - $ANET - $MRVL

7. $INPST.AS The leading out-of-home delivery (OOHD) network operator in Europe. It recently expanded to the UK and quickly became the #1 in terms of parcel volume. The stock was depressed due to two reasons: - Competition from its largest customer in Poland. - Legal challenges regarding the Yodel acquisition in the UK. In the last earnings, we saw that it doesn't feel any competition in Poland as it expanded its market share. British Courts also gave the green light to continue with the restructuring of Yodel. The stock still remains depressed due to increased capex guidance, but it'll pay off in the medium-long term. Extremely attractive at 14x forward earnings.

@jam_croissant Which month?

2026 is going to be a big year for the 🐻’s… 😉

@thegexbot What does the green column represent?

ok. it's friday idk about fading 112 here though.

@oguzerkan $KNSL

I think we are in the late stages of this bull market so most opportunities have already been exploited. These are the remaining opportunities in my radar and price targets: - $NVO, $108 - $UNH, $490 - $LGCY, $18 - $FLNC, $60 - $INPST, $20 - $HROW, $60 What else would you add?

@MMatters22596 What about $KNSL ?

My opinion on some popular stocks: Undervalued - $ROOT - $JD - $PYPL - $NVO - $OSCR - $FLNC - $ZETA - $NBIS - $IREN Fair - $NVDA - $AMD - $TSM - $NU - $SOFI - $IBKR - $GOOGL Overvalued - $PLTR - $ORCL - $HOOD - $OKLO - $IONQ - $NFLX - $SPOT - $CRWD - $TSLA Agree?