RedRock Asset Management GmbH

93 posts

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RedRock Asset Management GmbH

RedRock Asset Management GmbH

@redrockam

Relying on our own indicator, we rebalance our Portfolio in order to anticipate the overall economic trends.

Munich Katılım Haziran 2022
61 Takip Edilen29 Takipçiler
RedRock Asset Management GmbH
@stonkgang a genuine question since I like ARBE as well. what do you think of the fact that it received Nasdaq minimum bid price notice? I have no experience with this
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WanderingAmerican
WanderingAmerican@RobertsEpicly·
@aleabitoreddit I'm an idiot, but how are you getting sufficient data on $SIVE to trade/hold the stock because I have all the permissions on IB, but the stock has no quote? Do you buy a data package or anything special?
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Serenity
Serenity@aleabitoreddit·
I'm still laughing how much Swedish hate their own frontier companies so much. That they write hit pieces every day on $SIVE. This one was entertaining: Local journalists show up to an empty $SIVE administrative building uninvited. Because they can't fathom the CEO is in Silicon Valley or design team is working on US Gov CHIPS act dev in the US. And because there weren't many cars parked outside + CFO wouldn't take questions about secretive hyperscaler deal financials. They wrote a random negative hit piece. By repeating "There are several who make lasers like these and Sivers are far from alone". Several like $LITE, $COHR, $60B+ companies. and reported earlier that "CPO is nothing special, it's been around for years." While GS projects CPO going from $1B -> $91B TAM over the next two years. Even put "Plans" in quotation marks because they didn't think Sivers is supplying lasers to $JBL 1.6T LRO. IMO, $SIVE ends up as a $10B+ company next year, especially if they follow what $LITE / $COHR did with downstream IP integration to capture more of CPO module BOM. Just don't think Swedish people understand hyperscaler supply chains, concept of forward growth, or the fact that employee count doesn't equate to revenue. Transfer of control from local Swedish -> West is always appreciated, as this was a majority owned local retail company before.
Serenity tweet mediaSerenity tweet media
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Mikki
Mikki@MikkiMikki30789·
@aleabitoreddit Hi, Serenity in my IBKR platform, the price of $SIVE doesn't appear. Do yo know if it is possible to trade Sivers with basic IBKR platform from Lima Perú?
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Serenity
Serenity@aleabitoreddit·
Fun fact, $SIVE just crossed the $1B MC threshold. So a select few US institutions are able to buy it now (fund mandates) However, the vast vast majority still can’t until they get listed on NASDAQ. Just an FYI: $1B valuations are spare change for institutional investors in US hyperscaler supply chains if they end up powering $JBL, $AMD, $AAPL, $AMZN, $MSFT and others. Just look at $LWLG, $1.9B MC off 1 testing agreement with $TSEM.
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Crazy Investing
Crazy Investing@Craaazy1231·
I've currently got a lot in cash, I'm considering some of these stocks: $LPK / $LPKF $SIVE $M7U $AEHR $HIMS Is there any companies I'm missing?
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RedRock Asset Management GmbH retweetledi
Blue Biofuels
Blue Biofuels@BlueBiofuels·
The #FEL2 Plan with GMP is officially underway and our teams are hard at work to ensure an efficient design of the 3 MGY production facility. Currently, we are developing the engineering process description, plant areas, equipment details, process flow, and stream tables.
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Alf
Alf@MacroAlf·
Since 1945, Italy has had 69 governments - one every 1.11 years. On Wednesday we’ll know whether Draghi’s government falls: that would imply early elections (Sep/Oct) More than ever, Italian citizens would now need political stability & instead they’re likely to get chaos again
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Holger Zschaepitz
Holger Zschaepitz@Schuldensuehner·
Good morning from #Italy, where equities – as measured by the FTSEMIB index – have not yielded a return since the introduction of the Euro even with dividends factored in. In contrast, the Dax has made 145% since 1999 & even Spain's Ibex 94%. The S&P500 has even yielded 473%.
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MrGeary08
MrGeary08@MrGeary08·
@SteveOnSpeed Okay, can you tell me why I should care about wanting these things? Because the way you describe success makes me not want it, at least in your specific view of it
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Steve · Millionaire Habits
Steve · Millionaire Habits@SteveOnSpeed·
I ended my career making almost $140K as a 35-year-old. Here are 10 things I did to get there.
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Robin Brooks
Robin Brooks@robin_j_brooks·
This is "The End of the Beginning" for the Euro fall. Russia's invasion of Ukraine is a seismic shock for the Euro zone, because so much of the European growth model has been predicated on cheap Russian energy. That's over & done with. Recession & structural headwinds are coming.
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Luke Hallard
Luke Hallard@7LukeHallard·
Investment megatrends for 2030, and my top two picks for each: Artificial intelligence $AI $NVDA Connected TV $TTD $PUBM Cybersecurity $CRWD $NET E-payments $MQ $WIZEY Flexible working $ABNB $ZM Medtech $ISRG $SWAV Which trend do you have the most conviction in?
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RedRock Asset Management GmbH
@investmattallen That true but also the fact that there will be a new Sunshine tomorrow, so what? It all depends on your needs, as investor. It took years to recover from the previous big crashes. Not everyone is on the same time-frame.
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Matt Allen
Matt Allen@investmattallen·
The stock market has always recovered from every bear market, correction, crash, recession, and depression that has ever happened. Stay focused on the long term!
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RedRock Asset Management GmbH
@Invesquotes That could be true. Let us explain better: there are no interesting ETFs Europe related. We only invest in ETFs and therefore we are staying away from EU right now.
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Leandro
Leandro@Invesquotes·
@redrockam Don't agree fully, there are great companies here (Adyen, ASML, luxury brands...). Just make sure that they are diversifying internationally
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Leandro
Leandro@Invesquotes·
Spain is uninvestable. Government feels that there's a moral need to tax large corporations that are publicly traded.
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Erik Voorhees
Erik Voorhees@ErikVoorhees·
People dunking on #Bitcoin because it hasn't outperformed dollars during this high inflation are forgetting one important thing. Bitcoin will go back up. The dollar only goes down.
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