Tõnis

Bolt released their 2025 annual report yesterday and here are 5 exciting things about it.. 1. First profitable year In 2025, Bolt reached its first net profit. €0.9M net profit in 2025 vs €102M loss in 2024. At the same time revenue grew 14% YoY and gross profit margin went from 56.6% to 63.4% 2. Autonomous vehicles 2025 report mentioned that they partnered with Pony.ai and Stellantis to explore level 4 autonomous vehicles in Europe. Now as in 2 weeks ago, they are already testing AVs in Luxembourg. 3. Bolt plus loyalty program They launched Bolt plus in 15 markets. It seems to be similar offering to Uber one and what we know from uber one, it could significantly increase the stickiness and frequency of the platform. 4. Airport deals Bolt signed deals with airports like Schiphol, Madrid and Barcelona. They are already doing something that Airbnb announced in their summer release. Airports are obviously high frequency, high intent and high value ride occasions. If Bolt can get own more of airport journey then that should improve brand awareness, pricing power and frequency. 5. Delivery expansion Bolt is adding in-app ads, merchant funded campaigns, Bolt plus, Bolt market and grocery selection. All of the above have been great value additions to competitors so expecting revenue to ramp up over the next years. Other notable mentions: New markets, new ride categories and segmentation, micromobility expansion to new countries. No sign of IPO in the report.

@LongGameEquity Need to mark the calendar

🚨 ONLY 4% OF $SPCX IS UNLOCKED. 🚨 BY JUNE 2027, 53% WILL BE. 📉💥 THE INSIDER DUMP IS COMING. DON’T BECOME THEIR EXIT LIQUIDITY. ⚠️

@drayinvests Best results are from doing nothing at all

"Our favorite holding period is forever" - Warren Buffett Here are 7 stocks I'd happily hold forever 🧵👇: 1. Google $GOOGL

@LeifInvests Buying for sure

3 AI infrastructure leaders are trading at discounts you shouldn’t ignore. 👇 $NBIS below $200 ➝ 34% off ATH $CRWV below $80 ➝ 57% off ATH $IREN below $40 ➝ 51% off ATH Meanwhile: ⚡ AI compute demand continues to accelerate. 📈 ARR and backlog continue to expand. 🔌 Secured power capacity keeps growing. 🤝 Strategic partnerships continue to strengthen. 💯 Added competition is validating the market demand and opportunity The fundamentals are improving. The stocks are cheaper. 🚀 Are you buying? 👀

@SherazMali23207 @growthrapidly Ahh, sold mine at $22 🔥

@TSinvests @growthrapidly 100%. sold INTC few days b4 the announcement at 58$. 1800 shares....had them for 1.5 years of solid loss.....haha

What stock burned you so badly that you’ll never touch it again even if the story completely changes?👀

@Alejand22579071 @growthrapidly Too new, it will happen im sure

@growthrapidly @TSinvests Imagine never being burnt … what a lucky guy

@SherazMali23207 @growthrapidly How much % gains?

@TSinvests @growthrapidly Omg....I left 82K on the table

@QualCompounders I would if that happened

@TSinvests Yes but you don’t need a new car.

My Rules to Supercharge Your Wealth Building: 🔹 Eat out a maximum of once a week — no DoorDash or Uber Eats. 🔹 Pay your credit card in full every month. Never carry a balance. 🔹 Avoid all consumer debt except for a mortgage. 🔹 No new car until you hit $1M net worth. No car loans — save up and pay cash. 🔹 Max out tax-advantaged accounts (e.g., Roth IRA, 401(k)) before putting money into taxable brokerage accounts. Do you agree? What would you add or change?

@TheUnusualFrog Might aswell get in a boat

POV: You realized the only way to make money during the U.S.–Iran tensions was to be on the battlefield

@CapitalChr92373 🔥need to add aswell today or atleast tomorrow

Added a further £500 just now. New York halting construction of data centres is not bearish the data centre trade. Buy when others are fearful.

@adriandividend Usually 3, during uni its -1 🤣

Wie hoch ist eure monatliche Sparrate? 👇 1️⃣ Unter 200€ 2️⃣ 200–500€ 3️⃣ 500–1.000€ 4️⃣ Über 1.000€ Bin gespannt, wo ihr steht 👀

@LongGameEquity Loading the boat here

Is it time to buy the dip? $LCID -40% 🩸

@antibearthesis Won’t be this time 😎

The market is giving you a second chance on $NBIS & $CRWV Are you going to miss out again?

@ColesTrades Need to open a position into this

I bet $CRWV is hurting a lot of portfolios today Under $80 is a STEAL in my opinion I will be buying

@Kaezren Pretty eye opening that massive company like this can drop this much in a day

Crazy how damaging earning calls can be $IBM

@Mariusz_Invest Fair enough

@TSinvests Depends on the market conditions. Now have good size cash position so it’s more often

Today’s moves. Sold some of 2x $MU leveraged position. Rolled straight into more $DRAM Uk ETF. New swing on $APP

@LongGameEquity yea it prob should be doordash but o well :D

@TSinvests Ah gotcha!! I like all those except uber

Solid day today, up 2%+ across the board. 📈 Main drivers: $AMD $VST $ZETA $SOFI 🟢 How's everyone else doing out there?

@LongGameEquity It's just nebius, amazon, uber red atm

@TSinvests You saas heavy?

@LongGameEquity nop

@TSinvests Do you own $IBM?