Juanjo

@ParadisLabs ABB sold its robotics segment to SoftBank in 2025 group.softbank/en/news/press/…

Basket of 20 European stocks I like right now (and probably still will be in 2030): 1. $NBIS - everyone knows? Premier European neocloud w/ exposure to non-US sovereign AI demand. Imo, a mini US hyperscaler. 2. $RR (Rolls-Royce) - more than just sexy cars…nuclear propulsion + space tech support SMRs for AI power & orbital systems. Huge UK/European govt contracts. New management team is phenomenal. 3. $SIVE - @X’s favourite company rn? InP lasers into the SiPho qualification cycle. Their lasers are pretty crucial to companies like $MRVL, & therefore to hyperscalers downstream. 4. $BESI - hybrid bonding qualified at $TSM, Samsung & $INTC for HBM4 and 3D logic. Hyperscaler orders + optical transceiver tailwinds = outsized European semi-equipment leverage. 5. $ASML - GOATed European company of the last decade? EUV lithography monopoly - required for every advanced AI logic chip manufactured worldwide…even though $TSM aren’t buying their new machines rn. 6. $ARM - their CPU IP licensing model powers the most efficient AI inference at the edge & in data centers. 7. $NOK - I’m loving the Nokia renaissance atm. Re-rating as a cloud infra leader w/ ~3x order growth from hyperscalers for AI networking. EU industrial & defense contracts compound through the decade. 8. $AIXA - their MOCVD equipment dominates compound-semis production for 800G & 1.6T optical transceivers + photonics. 9. $SPOT - share price is kinda in the gutter rn, but wow, what a company. No-one’s able to overcome Spotify, especially as they’ll probably win on the AI-Audio front. 10. $IQE - one of my favourites. Their epitaxial wafers are the key material for photonics & VCSEL lasers. InP/GaAs leadership makes them a critical enabler in the AI supercycle. $MTSI investment solidifies them for the future. 11. $SMHN (SUSS MicroTec) - their imprint lithography & bonders enable next-gen AI packaging + photonics. Sole-source temporary bonders for CoWoS-L; capacity-constrained through 2027 against $TSM advanced packaging build-out. 12. $RPI (Raspberry Pi) - cos it tastes great. But no, they do cheap single-board computers & semis power edge-AI + robotics prototyping. AI-agent demand is/will drive them. Recent secondary offering anchored by $ARM turns them into a “legit” company for the future. 13. $IFX (Infineon) - their power management semis & analog chips are in every AI server, EV and industrial robot. Their AI power segment forecasted to grow >25% annually through 2030. 14. $M7U (Nynomic) - LayTec subsidiary sits at a crucial chokepoint in InP/GaN MOCVD via $AIXA ramp. Basically a European chokepoint in yield optimization. 15. $ABBN (ABB) - ABB’s electrification, robotics, and motion portfolio directly benefits from AI-driven factory automation and humanoid deployment. Factory automation is already here…and maybe we’ll all have a humanoid bestie at some point in the future? 16. $SOI (Soitec) - their SOI & SmartSiC substrates are the enabling material for power-efficient AI chips and photonics. AI-driven demand for 300mm SOI capacity has already made it Europe’s top-performing large-cap stock of 2026 w/ multi-year ramps locked in. 17. $SU (Schneider Electric) - cleanest direct beneficiary of $2T+ global data center capex through 2030; switchgear/UPS backlog at record. Power management and liquid-cooling infrastructure are the rack-scale backbone for European AI data centers. Grid-modernization + hyperscaler co-location deals compound multi-decade visibility. 18. $LPK - yes, despite my “bear thesis” lol. Glass substrates are a huge bottleneck due to shortages. Their laser systems allow for structuring of PCBs and advanced packaging for AI servers and optical interconnects. 19. $STM - their analog, power and microcontroller leadership powers edge-AI inference in humanoids, autos, and industrial IoT; strengthening pricing and diversified end-markets position it as Europe’s most resilient AI-chip winner. 20. $SMT (Scottish Mortgage Investment Trust) - ok, this one’s cheating a little lol. They’re a FTSE100 listed Trust (kinda like an ETF) with holdings in companies like $TSM, SpaceX, $NVDA, and $META. A lot of these are AI/tech focussed = more fun. Lots of smaller MC names I've left off just due to the uncertainty. Europe has a ton of huge names that won't see any growth over the next decade. In sectors like banking, manufacturing, automotives, pharmaceuticals.....very boring investments.

@Citrini7 2026: year of the damped TACO 🌮

I can’t be the only one noticing the seeming diminishing returns of a TACO

@aleabitoreddit Brother/sister in Christ, proven oil reserves mean nothing. All that matters is break-even cost of production. Venezuelan oil is not cheap, despite big reserves. Higher prices are also a net benefit for RUS, but definitely impact China who are big net importers.

@cremieuxrecueil Verizon & AT&T invested heavily in expensive 5G rights in high-density areas while T-Mobile acquired Sprint & invested in cheaper spectrums instead -- America’s drowsy telecom giants face a 5G wake-up call economist.com/business/2021/…

How did T-Mobile become the best carrier? And how did Verizon get left behind by everyone else? I'd read an article on this.

@joceyreyes209 While I agree w your point (lower time to grid), this chart doesn't paint the full picture by excluding China, which is building most reactors today: - nuclear does take long to build - nuclear in the US is expensive & slow - nuclear can be cheaper and faster (e.g., China)

$EOSE …. This is a very interesting chart that projects when nuclear power plants will come on line. With Nat gas infrastructure production being maxed out through 2030 … the only and fastest and most economical way to unlock additional energy behind and in front of the meter to meet surging energy demand is with batteries. This is the bedrock of the EOS Energy “Bull Thesis” … at least for me.

@CuriousDegens @SFarringtonBKC ir.newfortressenergy.com/news-releases/…

@SFarringtonBKC Gotta be

What’s going on?! $NFE

@SubuTrade @McClellanOsc @RemindMe_OfThis in 60 days

Weak breadth: a Hindenburg Omen was triggered yesterday 🚨 The past 30 times this happened, $SPX fell 83% of the time 2 months later h/t @McClellanOsc

@Citrini7 Who's working on strapping a scramjet engine to the ground & blasting it w fast air?

this is true and there’s an entire class of gas turbines referred to as “aeroderivative”

@sundarpichai @Nature @MartinShkreli This is what actual quantum computing progress looks like, still experimental in nature & yrs/decades away from commercial solution, but slow progress nonetheless Unlike certain shitco's who's main pumpers have run out of ⛽, still a long way down 😂

New breakthrough quantum algorithm published in @Nature today: Our Willow chip has achieved the first-ever verifiable quantum advantage. Willow ran the algorithm - which we’ve named Quantum Echoes - 13,000x faster than the best classical algorithm on one of the world's fastest supercomputers. This new algorithm can explain interactions between atoms in a molecule using nuclear magnetic resonance, paving a path towards potential future uses in drug discovery and materials science. And the result is verifiable, meaning its outcome can be repeated by other quantum computers or confirmed by experiments. This breakthrough is a significant step toward the first real-world application of quantum computing, and we're excited to see where it leads.

@JG_Nuke Maybe there's a premium to having those chips connected to the grid + Internet?

Question: why rent your chips from your own customers for more money than you sold them for? Obvious Answer to anyone who isn't an imbecile or a dirtbag stock promoter: to inflate your own sales.

@nope_its_lily @rev_cap Why not long HO & RBOB as Atlantic hurricane season begins to approach peak months instead of specific equities?

@linamkhan @chucktodd Line we miss u 😭💔

Thanks to @chucktodd for the rich discussion on the risks of surveillance pricing, how dominant middlemen can squeeze out community pharmacies, and why using financial markets as a proxy for understanding the real economy can create serious blindspots.

@__paleologo Non-newtonian vs newtonian fluid viscosities?

If a strategy enjoys increasing returns as a function of its size, it is likely to do so via its own market impact. Same for decreasing returns. But in the latter case price impact has a stabilizing effect, like viscosity in fluid mechanics; in the former is destabilizing. Academics: no one is a price taker.

@Eric_Solberg @rdd147 It takes skill to be a one-man pump machine for ur stock How many CEO's can stretch unfulfilled promises like him quarter after quarter for yrs?

@rdd147 How does Elon still have a job?

🚨 BREAKING 🚨 $TSLA terminates deal with robot parts supplier as it completely re-designs Optimus from ground up. theinformation.com/briefings/tesl…

@realsohamparekh You dropped this 👑, king x.com/KennethDredd/s…

There’s a lot being said about me right now, and most of you don’t know the full story. If there’s one thing to know about me, it’s that I love to build. That’s it. I’ve been isolated, written off, and shut out by nearly everyone I’ve known and every company I’ve worked at. But building is the only thing I’ve ever truly known, and it’s what I’ll keep doing. Earlier today, I signed an exclusive founding deal to be founding engineer at one company and one company only. They were the only ones willing to bet on me at this time. The team is cracked, they back misfits, and they’re building something absolutely insane in the video AI space. We’re launching at the end of this month. More details tomorrow in my TBPN interview. I’m pissed. And I’ve got something to prove. Soham

@TermPowerTrader @xiaowang1984 1. is a convoluted way of saying "taxes/incentives to lowe emissions directly address the issue, but let's see how we can spin this into wind/solar"

@xiaowang1984 Yeah new fossil resources also have to deal with 2? 1 is not bipartisan consensus. 3 is a bit of a stretch but fine 4 will be solved the market sans subsidies 5 is solved by RPS which is intact 6, tarrifs suck 7 is trying swim against comparative advantage 8, s&w are not infants

I'll be honest here 2: just sounds like sorry physics and the reality of running the power system won't cooperate with the narrative.

@maxk @grid_status 🙋‍♂️🙋‍♂️

About to release a new Forecast Analysis app on @grid_status , and I’m looking for users to test it. Not only does it make pretty visualizations, it helps you understand how forecast vintages evolve over time, compare their historical accuracy, and more. DM or reply for link!

@annasofialesiv GLE (Silex 🤝 Cameco) is also in the commercialization process for laser enrichment and seems to be yrs ahead in terms of timeline: x.com/NuclearDorito/…

In the seventies, the US developed a laser-based technology that could pull apart atoms at will. Then, it vanished into secrecy. This is my profile of Hexium, a company reviving this long-forgotten tech to build a new atomic supply chain.

@sokol_cc EDM cutting might be up ur alley youtu.be/pBueWfzb7P0

Today i discovered electromagnetic forming. Im wondering how many „magic” technologies im not aware of..

@CaraballoCueto Los precios de ULSD son retail porque no hay mucho más gratuito disponible (via DACO) Esto tampoco es el análisis correcto, LNG es muchísimo más barato que ULSD por unidad de energía y depende de muchos otros factores el costo del kWh

@CaraballoCueto ~90% del combustible de vehículos es gasolinas LPG (propano) no se usa para generar electricidad en PR (excepto Bacardí) - Son cosas que no tienen que ver. ~50% de la generación en PR es LNG, fijado al diferencial del ULSD (diésel) por contrato LT eia.gov/dnav/ng/hist/n…

En PR el combustible para vehículos bajó 9.3% en marzo 2025 vs marzo 2024. Pero el costo energético no se redujo. El precio del gas propano en PR subió en ese mes, mientras en EE.UU. bajó. Fuente: DTRH, EIA.