immadodo

@PaulAndreola @MarkJCarney I’m not a Canadian and I don’t claim to know anything about Canadian politics, but I saw Carney speech from Davos. He acted like a true friend and stood up for his allies and took a stance against the bully. I would be proud too if I had him as my prime minister.

I didn't vote for Carney. I was disgusted with the previous Liberal government, but damn if I'm not proud of the stand our Prime Minister @MarkJCarney is taking and the direction he is trying to take the country in this polluted, chaotic geopolitical environment. I'm not going to agree with many policies and things he'll do but damn it I want him and Canada to be successful. It's time to buck up as Canadians and do what's right. Canadians have a long history of being strong contributors on the world stage and that won't change because of one unstable individual. We keep our internal disputes in the dressing room but when we are on the ice we have each other's back. Go team Canada go!

@elonmusk Can you stop sharing false information. There isn’t 65 no go zones in Sweden.

Wow

Lee Jae-myung, after return from his visit to China: "In the harsh international order where there are no eternal enemies, no eternal allies, and no eternal rules, the fate of South Korea rests on pragmatic diplomacy centered on national interests"

Super excited to announce SIMA 2! It’s a general agent that can understand & reason about complex instructions and complete tasks in simulated game worlds, even ones it has never seen before. Incredible to see how it can learn just from self-play… a crucial step towards AGI

🫡 3. Prioritize conscience. Studying and translating thinkers from Julius Caesar to Seneca, my father saw that morals outlast talent. Moral compass, unlike intelligence or creativity, is the ultimate human quality that will not lose value even in the age of AI.

@Im_Specter It seems to be 3rd party projections, not company issued guidance. Amit Bohensky always emphasize that they don’t give any guidance. All he says is that ”momentum continues”.

@Krazikatt For 25 and 26 it’s the guidance of the management

What do you think about Zoomd $ZOMD.V ?

@Im_Specter To my knowledge management has never issues any guidance.

@Valuehunte The guy who answered the questions (and is shown on the picture) is the chairman Amit Bohensky.

Just added everything Ido Almany from $ZOMD.V has said publicly, organized in a Q&A format by topic in our Content Library! See changes in communication over time and get a 360º overview of the company, just signal. Check it out👉value-bridge.co/t/ceo-library

Alibaba $BABA CEO Eddie Wu at the 2025 APSARA Conference: AGI isn’t the end point, it’s the starting point. He said AI will push beyond AGI into ASI (super artificial intelligence) that can self-evolve and surpass human intelligence, solving problems from medicine to climate. Wu added: “LLM will be the next operating system, Qwen the next Android, AI Cloud the next computer, and token the next electricity.”

@jpmontero88 Bro, 1 post a day about the company, we know you’re bullish 😉😂

$AL2SI.PA #AL2SI why am I so bullish about 2CRSi? I think the market is not paying attention here… IMO the market still values 2CRSi (~€200m EV) as if it were just a low-margin hardware OEM. But the story is changing fast: ✅ Guidance FY25/26: €300m+ revenue, >12% EBITDA. ✅ Services/DC mix: trending toward ~40% of revenues. Let’s do some math here, with some high level assumptions: 👉 Services/DC (40%) Revenues -> ~€140 At 40% EBITDA margin (bellow comparables) -> ~€56M EBITDA. -> Valued bellow Equinix/DLR (20×) = €1,1B EV 👉 Hardware (60%) Revenues -> ~€210M At 8% EBITDA margin (similar to comparables) -> ~€17M EBITDA. -> Valued bellow SMCI/Wiwynn (10×) = €170m EV. That’s a sum-of-the-parts of ~€1.3B EV vs today’s €200M…. Even allowing for ramp-up (they are guiding EBITDA (€36~40M) bellow this €73M estimated figure) and execution risk, the disconnect is striking… 🎯 Takeaway: As 2CRSi shifts from hardware sales to recurring, high-margin AI infrastructure, EBITDA could explode and the market could re-rate the stock by 5~7x in the next few years. 🔥 Hopefully we get an updated 3yrs plan in the upcoming earnings release! 🚨 Not financial advice! 2CRSI is currently my largest holding.

@ZoomdTech @amit_bohensky Nice to hear him say ”momentum continues” once again!

Q2 2025 was a win across the board 🚀 Revenue, net income & cash generation all up 📢 Earnings call today at 11 AM ET with Co-Founder & Chairman @amit_bohensky. Join us to hear more about our growth & looking forward. 📄zoomd.com/zoomd-technolo… #Q2Results #Earnings $ZOMD $ZMDTF

@onecentinvest Whoever bought made a good deal! The report was super 🤩

@Krazikatt Ah to be so rich I can give away $2.5M at a 24% discount from the recent high 🤣

And .... discuss ... !!! $ZOMD.V $ZOMDF

@roban65cc *ayima inte Stina

@roban65cc Flera röda flaggor enligt mig; Bland annat att en av grundarna bakom bolaget pekats ut i en stor korruptionsskandal i Sydafrika, finns en ekogranskning på detta. Den andra är att de förvärvade ayima, ett tidigare börsnoterat bolag och en vecka senare gick Stina i konkurs.

Det lilla FN noterade White Pearl Technology som verkar inom IT/AI/Big Data i Afrika, Mellanöstern och Asien, har dykt upp på min radar då Fundamenta och Momentum är bra. Mcap 400m. I princip ett nytt bolag sedan 2023. S-O Littorin (M) som ordförande 👎? Är det bluff? $WPTG

It is crazy to me that some still don't see how big our GPU shortage is: - Most context window is <100k - Delayed rollouts of Agents, Codex - Full Sora never released - Veo 3 roll out taking weeks - Claude constant rate limits - Even big clouds default rate limits are terrible And all of this isn't necessarily a money thing either, there are just not enough of them around even just for inference.

@aktiestoteles @spadnN Hög kundkoncentration. Shein står för ca 35% av deras omsättning. De har dock varit med Zoomd sedan 2019 så det är en lojal kund. Nyligen fått Amazon Music, NBA, Fanatics, GoHenry som kunder och jobbar aktivt med att diversifiera kundbasen.

@Krazikatt @spadnN Ser väldigt billigt ut. Har du hittat några risker eller red flags?

Casetråd mitt i sommaren?! Nu under semesterpeak finns tid över att dela case. Kom med pitch - hur ambitiösa ni är har noll betydelse, räcker med ticker. Efter veckans rapportplumpar avsäger jag mig rätten att bidra. Dock stort behov av inspiration. Uppskattas!

@aktieblogg Fin rapport från $Karo, blev en bra swing. Har du kikat på $Zomd.v?

Updated portfolio! Focusing on small, cheap or ultracheap non-cyclical companies with zero debt. Some growth companies (CNPF, KARO) are a bit more expensive. All from five countries: Indonesia, the Philippines, Singapore, South Africa and Greece, where I find most opportunities.