Valentin

10.5K posts

Valentin

Valentin

@Vale_Schel

Analyst + Investor, Fundamentals over Chart, US-Tech-Stocks, Europe

München, Bayern Katılım Kasım 2020
527 Takip Edilen225 Takipçiler
Valentin retweetledi
App Economy Insights
App Economy Insights@EconomyApp·
$TSLA Tesla Q1 FY26: • Revenue +16% Y/Y to $22.3B ($0.2B beat). • Gross margin 21% (+5pp Y/Y). • Operating margin 4% (+2pp Y/Y). • Capex +67% Y/Y to $2.5B. • Free cash flow +117% Y/Y to $1.4B. • Non-GAAP EPS $0.41 ($0.06 beat).
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Matt Cerminaro
Matt Cerminaro@mattcerminaro·
Strongest 16D rally (ever) for SMH. Semis are on an absolute tear. AND at all time highs. Incredible.
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Jukan
Jukan@jukan05·
Going forward, I will refrain from commenting on small-cap stocks. The Unitika case made me reflect on the fact that, whether I intended it or not, my remarks may have had a meaningful impact on the market. It also made me realize that my influence may be far greater than I had expected, and I will approach this issue with greater caution and deeper reflection going forward.
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Valentin
Valentin@Vale_Schel·
Der Aktienmarkt auf Rekordkurs. Und jetzt? | AktienPuls360 Reeltalk Nach drei Rekordwochen in Folge (Wochenschluss auf Wochenhoch) stellt sich die Frage: "Wie geht man mit diesem historischen Anstieg um?" Pullbackrisiko? youtu.be/2Dx2gg842u0 $QQQ $SPY $NVDA
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Valentin
Valentin@Vale_Schel·
@jukan05 You should disclose if you are a shareholder as the german stock has a marketcap < 330 mio usd! Someone with your reach is moving these small caps easily.
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Valentin
Valentin@Vale_Schel·
$CRDO CREDO – Top-Pick mit 75 % in drei Wochen Nun auch ein Photonics-Play? Bären-These Optics vs. Kupfer entkräftet 👉 stock3.com/news/artikel-1… $LITE $COHR
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TradeTheNews.com
TradeTheNews.com@Trade_The_News·
$ASML.NL TTN Note: ASML has not disclosed its new bookings number in any of the earnings supplement materials (ASML Holding N.V.) (More at tradethenews.com/?twtId=54102)
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Valentin
Valentin@Vale_Schel·
$ASML ASML Q1 SALES 8,77 MRD EUR GG 9,72 MRD VQ (PROG 8,69) Q1 GM 53% GG 52,2 VQ (PROG 52,2) ASML ERHÖHT 2026ER-UMSATZPROGNOSE SEES Q2 UMSATZ BEI 8,4 BIS 9,0 MRD EUR (PROG 9,07) RECHNET 2026 JETZT MIT UMSATZ VON 36 -40 MRD EURO (ZUVOR 34-39) ASML Q2-GM BEI 51-53% (PROG 52,6%)
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Kaushik
Kaushik@WisemanCap·
$AMZN wants ATH today 🔥
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Valentin@Vale_Schel·
$CRDO $MRVL $AAOI $LITE AI TOURISTS
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Jesse Cohen
Jesse Cohen@JesseCohenInv·
🚨DOW, S&P 500 AND NASDAQ FUTURES ARE TUMBLING Here we go again...
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Consensus Media
Consensus Media@ConsensusGurus·
Stocks end green tomorrow right?
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Valentin
Valentin@Vale_Schel·
@JesseCohenInv LOL - the last time you wrote this - markets turned green
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Jesse Cohen
Jesse Cohen@JesseCohenInv·
Tomorrow is looking like Black Monday on Wall Street
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Valentin
Valentin@Vale_Schel·
Bester Instagram Kanal - aktienpuls360 $AMZN $NET $AEHR $KLAC $TER $NVDA $CRWD $NOW $GOOG
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Evan
Evan@StockMKTNewz·
Anthropic is reportedly exploring the possibility of designing its own chips made for AI - Reuters
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Valentin
Valentin@Vale_Schel·
@davey_juice Calling shit on those companies but buying the dip on companies that truely dont have a moat? Premium Valuation in SaaS is also a quality sign in these days but of course the bear case to those that want to short or dont own them
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Keşfet

@jukan05 @WallStJesus @Trade_The_News @WisemanCap @ConsensusGurus @Mr_Derivatives @elonmusk @BarackObama