Jasper Vandepitte 🇺🇦

@Lee_Lichterman @TriggerTrades The buybacks aren't really an argument either, they've bought back virtually nothing in like 4 years and yet that hasn't stopped the stock from going on huge rallies in that time period.

@Lee_Lichterman @TriggerTrades Who are you to say it's too much, though? I also disagree with the narrative that this may not have any payback, have you seen their backlog? Increasing capacity with capex is obviously needed to handle that backlog and turn it into revenue more quickly.

$MSFT is down -33%. $NDX just ripped +10% off the lows. Yet $MSFT barely budged. You're telling me the bottom is in?

@Lee_Lichterman @TriggerTrades Funny how investors punished MSFT for Azure growth deceleration when the only reason for that was a lack of capacity and when they then try to do smth about that (capex), they get punished again 😂 Wrt OAI, it is a risk but at the same time, they're up big on that investment.

@Lee_Lichterman @TriggerTrades build out the infrastructure to support continued growth acceleration. The only reason Azure growth decelerated is bc they are literally capacity constrained right now and increasing capex is the way to solve this.

@MoInvestingHQ @antibearthesis 5 years? Price target for 2026 alone for many analysts is still $600 lol

@antibearthesis Fair enough, I’d say sub 350 and from there they have a good chance of doubling within the next 5 years

$MSFT giving early to mid 2025 $GOOGL vibes 👀

@pdicarlotrader Why do you keep moving around the graph every second? So annoying to watch…

$AMZN is up over 17% in the last two weeks and I’m STILL not buying. In today’s video I break down why I’m passing for now and the EXACT conditions I need to see before I become a buyer.

@mrtnrey @Drolfons Betrouwbaar zou ik het niet noemen… Ik heb ook al zo’n type station gehad en bij ongunstige omstandigheden zie je regelmatig fouten van 1-2 graden. Met “ongunstig” heb ik het dan vooral over hoge zonnestraling en weinig wind.

@Drolfons Terechte vraag, en een Davis is uiteraard top. Maar ook deze stations worden bij ons getest in het meetpark, en net met een goede plaatsing halen we er betrouwbare info uit. Net het netwerk maakt het verschil: KNMI gebruikt WOW-data voor hoge-resolutie temperatuurkaarten in app.

Win een weerstation voor jouw tuin! Het KMI zoekt 11 locaties verspreid over België voor de WOW-BE Weather Challenge. Heb jij de perfecte plek? Stel je kandidaat: 🔗 wowchallenge.meteo.be/index.php/7786…

@TexasTSLA You are very lucky, then.

@JVandepitte1 Yep I took a massive depreciation hit by buying brand new for $40k and selling for $42k. Silly me.

@TexasTSLA How exactly did you buy a premium Y for 40k? If money is a concern, then you either buy a used vehicle and drive it for like 5-10y or you buy a new one and drive it like 10-20y. Taking a massive depreciation hit by buying a new car and then selling it months later is a no go.

@JVandepitte1 Bought new for $40k ...owed $38k .... Sold for $42k Worked out pretty good this time

@Official_WXUK @NoodweerBenelux

@NoodweerBenelux @JVandepitte1

Tijd voor de BBQ komend weekend? Later deze week wordt een zuidelijke luchtstroming op gang gebracht met op zaterdag en zondag kwikstanden tussen 22 en 25°C. Met droge en zonnige condities kan dat zomaar evolueren naar de eerste zomerse dagen van 2026. Voor wie mag het scenario uitpakken?

@mattatwiggin @TeslaFamilyYT @Tesla @TeslaOwnersUK Aesthetics is a subjective matter you clown lol

@TeslaFamilyYT @Tesla @TeslaOwnersUK Just pointing out that aesthetics matter in car choice , but no EV has anything pleasing on the eye . Souless to drive and no eye candy on view .

Family gatherings at Easter are very different now! Tesla Family! @tesla @TeslaOwnersUK

@JSX423 @teslavangelist You’re either flat out lying or you’re driving like 100 mph during -40F temps

@teslavangelist That math doesn't math but I know it's true because I would have got 78 miles on a full charge in early January and my car is rated for 343 mi

Range anxiety is def still around. Kids have a field trip just 65 miles away. Charged the X to 100%, but it still took 52% of the battery, because it's cold and rainy. 65 miles. "You don't need 500 miles of range." Well how about 200 winter miles then after battery degradation, weather, and freeway speeds tax the rated mileage.

@10009nyny @AustinsStocks What an idiot you are, learn to look long term

@AustinsStocks It’s unreal that you are showing me a multi year trend when I am talking about the 40% drawdown in 6 months

$MSFT fun facts: 1- 80% of their capex last quarter was paid with CASH 2- MSFT’s has REDUCED their debt from $75B in 2018, steadily down to $35B today. Last quarter their net income was $38B. 3- This is the cheapest MSFT has been since 2018 on P/OCF, P/E, and P/B. 4- Posting a profit margin of 47.3%, this is the highest profit margin for MSFT in the last decade 5- Book Value per share has TRIPLED in the last in the last 24 quarters.

@billgunderson Imagine putting a sell rating on one of the best companies on earth when it's in the process of bottoming after a major bear market. How weird. I guess you like buying high and selling low?

I do not like the upside potential (5 yr tgt. price) on $MSFT I like to see 80% or more. MSFT is not even close. Hence, our SELL rating.

@dannyisr @thecybersurg “Suites your argument”? I’m simply stating the facts here. Time will have to tell. I’d love Tesla to succeed, I’m a big fan of their cars.

@JVandepitte1 @thecybersurg Looking at revenue is reverting back to PE with a convenient time frame that suites your argument. But again, looking at earnings doesn’t prove or negate what’s coming, it’s unrelated. They have the full tech stack and vertical integration, they are miles ahead, that is relevant.

Tesla at $350 is something I never thought I would see. Especially with full self driving as good as it has ever possibly been. Robotaxi, Optimus, FSD, nobody understands.

@thecybersurg @dannyisr Lmfao. You'd think/hope a surgeon (if you actually are one) would be a bit smarter than what you're showing off with that comment. This is Tesla's revenue over the last 10 years, it's pretty much flat since late 2022. Facts don't care about your feelings.

@JVandepitte1 @dannyisr Haha says the brainwashed nonamerican

@dannyisr @thecybersurg “it is happening” is wrong, Tesla’s revenue is flat over the last year or two. The current stock price is pricing in a huge increase in revenue.

@JVandepitte1 @thecybersurg Business (es). You’re right, if those expected future earnings don’t happen it would be bad, but it is happening. The stock won’t collapse due to missing an aggressive target.

@NickeyDimez @thecybersurg Indeed, but one day it will likely correct that, positive in the sense of huge earnings growth or negative with huge multiple compression.

@JVandepitte1 @thecybersurg People have been saying that for years.