KΞlso

@analystecurieux Pensée à ma grand mère qui avait 1300 actions qu'on lui a fait vendre 🙃

🇫🇷 Air Liquide procédera à son attribution d’actions gratuites le 10 juin 2026. L’assemblée générale du 5 mai 2026 a validé une attribution à raison de 1 action gratuite pour 10 détenues. Pour en bénéficier, les actions doivent être détenues avant la date de référence fixée autour du 9 juin 2026. Et si vous avez par exemple 15 actions, vous recevrez donc une action gratuite et le reste en indemnité numéraire, ce qu’on appelle le rompu. Le rompu, c’est la fraction d’action qui manque pour atteindre un nombre entier lors d’une attribution gratuite. Une action n’étant pas divisible, on ne peut pas vous donner 1,5 actions : la partie non distribuable devient un rompu.

$TE: 🚨SITUATIONAL AWARENESS PURCHASES 10M SHARES OR 3.6% OF T1 ENERGY IN Q1. T1 ENERGY IS NOW SITUATIONAL'S 10TH LARGEST POSITION OUT OF 26 HOLDINGS. Situational Awareness LP is an AI-focused hedge fund founded by Leopold Aschenbrenner, the former OpenAI Superalignment researcher who wrote the viral 2024 essay “Situational Awareness: The Decade Ahead.” Its core thesis is not simply “buy AI software winners.” It is more like: AGI/AI scaling will create enormous bottlenecks in compute, power, data centers, semiconductors, networking/optics, storage, and energy infrastructure — and the best public-market opportunities may be in those bottleneck suppliers. The WSJ described the strategy as betting on global stocks that benefit from AI development, including semiconductor, infrastructure and power companies, plus some private AI investments such as Anthropic.

@TrungDu45221236 @MMatters22596 Tesla is already priced like they will successfully dominate the EV world, xpev is priced like they will fail, way better rr on xpev

@MMatters22596 Why invest in a Chinese company that is not profitable? Tesla has more lines of business and is more trustworthy imo.

$XPEV is a way better investment than $TSLA -Strongest YoY growth in sales of any car manufacturer (+331%) -Humanoid robots able to work in factories, going into massproduction 2026 -Producing their own Edge-Inference AI Chips (Stronger than $TSLA's) Vertical Integration for EV's, Humdanoids, eVTOL's and VW Cars. -$XPEV is the first company to operate a fully built eVTOL production facility-the world's first factory for flying cars. And they already have an entire production-year worth of preorders. The market is projected to hit $200B by 2035. -Massive amounts of Data from EV's to train AI -Projected to become profitable in 2026 Iron is going head to head with Optimus, Xpeng is the fastest-growing car manufacturer in the world, while trading at a ridiculously low P/S of 2.67. (Tesla 16.54) Absolute no-brainer in my opinion.

@FlasheurInvest Troisième plus gros bag derrière nbis et hims pour ma part, leur achat récent de covelya group les font passer dans une autre dimension imo

🚨 Pourquoi je pense que Kraken Robotics est l’une des small caps qui va le plus exploser dans les années qui arrivent ? 🎖️ Nom : Kraken Robotics $PNG 🆔 ISIN : CA50077N1024 🎟️ Secteur : Défense / Technologies sous-marines 💰 Prix : 7.28 CAD (~4,55 €) ✅ Éligible : CTO Kraken Robotics est une entreprise canadienne spécialisée dans les technologies sous-marines avancées et honnêtement, je trouve que très peu d’investisseurs parlent réellement du dossier aujourd’hui. L’entreprise développe principalement des drones sous-marins, des systèmes sonar haute précision, des batteries sous-marines ainsi que des véhicules autonomes utilisés notamment dans la défense et les infrastructures maritimes. Et plus j’observe le contexte géopolitique actuel, plus je pense que tout ce qui touche à la surveillance maritime, aux infrastructures sous-marines stratégiques et aux technologies militaires pourrait devenir un thème extrêmement important dans les années à venir. Concernant les fondamentaux, l’entreprise affiche désormais environ 102 millions de dollars canadiens de chiffre d’affaires sur les douze derniers mois et reste déjà rentable, ce qui est loin d’être le cas de nombreuses small caps technologiques aujourd’hui. Le marché valorise néanmoins fortement cette croissance avec un ratio Price-to-Sales proche de 17x, ce qui signifie évidemment que le dossier reste très volatil et qu’il faudra accepter un niveau de risque important. Mais ce qui me surprend surtout, c’est que Kraken Robotics reste encore relativement peu suivie malgré son exposition directe aux secteurs des drones autonomes, des technologies marines et de la défense. Et comme l’entreprise est principalement cotée au Canada avec une cotation OTC aux États-Unis, j’ai aussi l’impression qu’elle passe encore largement sous les radars de nombreux investisseurs européens. Je vais continuer de suivre le dossier de très près car je pense sincèrement que ce type d’entreprise pourrait bénéficier d’un énorme intérêt du marché dans les prochaines années si le secteur continue de se développer. Qui suit cette entreprise ici ? 🤔💬 ⚠️ Ce tweet ne constitue en aucun cas un conseil en investissement. Faites toujours vos propres recherches avant de prendre des décisions, que ce soit pour l’achat ou la vente d’un actif.

@James6Rv01 Honestly no, mispriced because it's a Chinese company, besides their humanoid robot component is overlooked imo

@Kelsotopia You think XPEV’s run is fully priced in yet?

All right chat. I need some more ideas on the early $RKLB equivalent for humanoid exposure. 10x+ potential returns only in the next 2 years and more pure play exposure than $TSLA. What’s your best ideas?

@Div_Croissant Ça c'est clair 😆

@Kelsotopia Ça va mieux qu il y a 2 mois 😅😅😅

🎯 Résultats Q1-2026 : Semaine 5 Ce que je vais suivre cette semaine : Lundi : 🇺🇸 Hims & Hers $HIMS 🇺🇸 AST Spacemobile $ASTS Mardi : 🇫🇷 Coface $COFA 🇫🇷 Eiffage $FGR Jeudi : 🇺🇸 Ondas $ONDS 👉 Et toi, tu regardes quoi cette semaine ?

$HIMS $LLY $NVO 🚨 J.P. MORGAN ESTIMATES THE U.S. GLP-1 CASH PAY ADDRESSABLE MARKET IS >120 MILLION PEOPLE -- WITH ONLY 2.5% PENETRATION RIGHT NOW (~3M PEOPLE) "The J.P. Morgan healthcare team led by Chris Schott estimates the GLP-1 cash pay addressable market to be over 120M individuals in the US, with only ~3M of those currently utilizing compounded or branded GLP-1s (~2.5% penetration). We expect GLP-1 cash pay patients to nearly triple to at least 8M in the US by 2030." "HIMS also operates across a number of other specialties that impact over 100M individuals and are often not covered by insurance and/or are yet to be destigmatized. For example, there is growing consumer interest around longevity and testosterone, the latter of which impacts an estimated ~20M men in the US." "Bottom line, we believe HIMS' 2.5M subscriber base has ample room for growth, with an addressable market of over 200M potential customers across existing specialties and HIMS continuously adding new specialties and geographies." Source: J.P. Morgan's $HIMS initiation report (Apr 24, 2026)

BPC-157 and other peptides will be a massive blow to the corrupt healthcare system, which historically has profited massively by killing studies, and keeping people in the dark. People stay sick, hooked on pain killers, and ultimately many have been killed. $HIMS will ultimately be the solution to efficient, and cost effective preventive medicine.

J.P. MORGAN INITIATES $HIMS PRICE TARGET: $35 RATING: OVERWEIGHT "We think the recent Novo partnership could mark a turning point, removing a significant legal overhang and positioning HIMS as a platform that offers branded, generic, and compounded products" "HIMS recently announced that it’s on track for 100k+ monthly Wegovy prescriptions. We estimate this implies a ~$350–400M annual revenue run-rate and compares to ~250k GLP-1 subscribers pre-Novo." "We think HIMS’ weight loss specialty can still grow this year, and we expect branded and compounded contribution dollars to be similar." "Peptide legalization expands TAM… Consumer interest in peptides has surged in recent years, and we believe HIMS is well positioned to be an early mover given its ownership of US peptide manufacturing and compounding facilities." "We believe peptides, which pharma cannot patent, have the potential to be a meaningful new specialty and source of upside to our model in 2027+." h/t @DustinHuntwn

@MMatters22596 $hims $nbis and $xpev respectively are my biggest bags, came to the exact same conclusions 🫡

Mark my words. These 5 stocks will create millionaires by 2030: $NBIS at $153 - The fastest growing company in the world. $NVDA Co-op. Capacity ALREADY booked out for years to come. The best AI Investment in the entire market. $APP at $447 - AI-driven marketing and audience growth for apps and e-commerce. The highest net margin out of every company. Fastest growing SaaS name besides $PLTR. $HIMS at $31 - Setting up to dominate consumer healthcare. Partnerships with $NVO and Integration of $LLY products. Peptides are coming next. This is a $100 Billion company in the making. $XPEV at $17 - Physical AI in EV's, Humanoids and eVTOL's. Great tech for a gigantic pipeline, one of the most overlooked AI and Robotics companies in the entire market. $OSCR at $17 - AI driven health insurance disruptor. Guiding for 60% growth in 2026, as well as profitability. Primed for high-margin compounding in a trillion-dollar market. Save this. Come back in 2023.

@analystecurieux Sartorius stedim, peut être acheté un peu trop tôt 🫣

Quelle est la dernière action que vous avez acheté ? 🤔

🚨 BREAKING: JP MORGAN INITIATES COVERAGE ON $HIMS WITH OVERWEIGHT RATING, $35 PRICE TARGET "We think the recent Novo partnership could mark a turning point, removing a significant legal overhang and positioning $HIMS as a platform that offers branded, generic, and compounded products. The combination of a more stable GLP-1 business, peptide legalization, revenue reacceleration in the second half, and the potential for more branded partnerships over time, in our view, creates a compelling catalyst path against a skeptical investor base."

Today, we took long-overdue action to restore science, accountability, and the rule of law. In September 2023, the Biden FDA pushed a number of peptides into Category 2 — “Bulk Drug Substances that Raise Significant Safety Risks” — driving a dangerous black market that puts Americans at risk. Now, after nominators withdrew 12 peptides, the FDA will remove them from Category 2 and will bring them to PCAC at its next two meetings, beginning in July—where independent experts will rigorously evaluate each substance on its scientific merits using full clinical, pharmacological, and safety evidence. • BPC-157 • Thymosin beta-4 fragment (LKKTETQ) • Epitalon • GHK-Cu (injectable) • MOTS-c • DSIP (Emideltide) • Dihexa Acetate • Ibutamoren Mesylate • Melanotan II • KPV • Semax (heptapeptide) • Cathelicidin LL-37 This action begins to restore regulated access and will immediately begin shifting demand away from the black market. We will follow the science, enforce the law, and deliver the clarity patients, providers, and pharmacies deserve.

@bestplayeratlas You're all so fucking retarded sometimes

Trump is playing 3d chess. The plan is simple. OIL → $200. This will knock Crypto and Stocks down 40%. Send gas prices to $10. Cut Real Estate in half. And while everyone is panicking, we get generational entries. Then he ends the war, we begin the greatest bull market in history, and he takes credit for all of it. Trust the process.

I can’t believe it. This is absolutely insane. We are in uncharted territory.

@SirAfuera Ce qui me fait le plus peur c'est quand je parle de lui autour de moi absolument personne ne le connait, mais il reste 1 an rien n'est fait

🔴💸 ALERTE : David Lisnard est le seul candidat libéral contre tous pour 2027. "Les milieux d’affaires s’inquiètent du déficit de programmes et qu’aucun candidat n’ait encore présenté un programme libéral pour redresser le pays. Aucun, sauf le maire de Cannes." (Atlantico)

@dandyarise @DarkanMikael @Aesalerte

URGENT🚨 : 🇫🇷La France a refusé d'accorder à l'Inde l'accès aux logiciels clés (codes sources) du Rafale.