AEXeffect
@AEXeffect
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My tweets = NO financial advice. $CELH = Hype-driven Swing-trade π’ $PNL = Fundamental Swing-trade π’ $BESI = Long term π’ $ADS = Swing trade
Joined April 2023
Strategie: π’ $BESI BE Semiconductor industries Long + call opties sellen π’ $PNL PostNL Postwet wijziging π π’ $CELH Celsius Check returns Monster π’ $ADS ADIDAS = Strong brand Swingtrade π΄ Short Europese bankensector Deutsche Bank ABN BNP
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TRUMP ON UKRAINEβRUSSIA: SAYS THERE MAY BE GOOD NEWS, ADDS TALKS ARE GOING VERY WELL
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Trump: Doing very well with Ukraine and Russia, think we'll have some good news
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Na HBM4 volgt de HBM4E, die niet meer zonder hybrid bonding kan. We weten: Samsung is een klant van Besi.
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UBS raising $BESI PT β¬160 -> β¬210
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$Meta bouwt hun eigen AI-chips (MTIA). Deze chips zijn specifiek ontworpen om op elkaar gestapeld te worden. Hier is de Hybrid Bonding techniek van $BESI cruciaal voor. @BeuvingJordy
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$Meta bouwt hun eigen AI-chips (MTIA). Deze chips zijn specifiek ontworpen om op elkaar gestapeld te worden. Hier is de Hybrid Bonding techniek van $BESI cruciaal voor. @BeuvingJordy
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$BESI is a strong buy
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π Micron $MU gaat 24 miljard investeren - Gouden tijden toeleveranciers - $ASMI - Besi $BESI en meer https://t.co/GZ7BDf7IRC
scetrader.nl
Volgens Reuters gaat Micron Technology 24 miljard dollar investeren in uitbreiding van zijn geheugenproductie in Singapore. Wil je alle artikelen kunnen lezen en elke podcast beluisteren? Neem dan...
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Since its IPO, $FOUR has compounded revenues at an impressive pace, scaling from well under $1B to nearly $4B today. Whatβs notable is that despite this strong top-line growth, the valuation has largely stayed within a 13β30x P/FCF range. Today, $FOUR trades around ~17x P/FCF,
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HERE ARE THE FULL NAMES BEHIND THE TICKERS: $CELH β CELSIUS HOLDINGS π₯€ $PNL β POSTNL π¦ $BESI β BE SEMICONDUCTOR INDUSTRIES β‘οΈ $ADS β ADIDAS π $FOUR β SHIFT4 PAYMENTS π³ $FISV β FISERV π
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$CELH β HYPE SWING π’π $PNL β FUNDAMENTAL SWING π’π $BESI β LONG TERM HOLD π’π $ADS β SWING TRADE π’β‘οΈ $FOUR β MOMENTUM PLAY πΈπ₯ $FISV β RECOVERY GEM ππ
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REPORT: New Redburn (Rothschild) forecasts European defense industry growth of only 10.5β11.5% CAGR - 2035. That's below the 25β30% YoY growth investors currently price in for Rheinmetall $RHM Sector = Positive, but Valuation = Negative the hyper-growth story looks overstretched.
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In EU do the same with Rheinmetall
BREAKING: President Trump says executives of US defense contractors will no longer be allowed to make more than $5 million unless they build "new and modern production plants." Trump also says he is banning dividends and stock buybacks for defense companies until these problems
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Will Europe do the same with Rheinmetall, Hensoldt, Leonardo, Renk,β¦ ?
BREAKING: President Trump says executives of US defense contractors will no longer be allowed to make more than $5 million unless they build "new and modern production plants." Trump also says he is banning dividends and stock buybacks for defense companies until these problems
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$CELH now that is what you call support confirmation Price has held on the confluence level of the 50 and 200 WMA's and bouncing strong now Target is $100 Current price is $49.
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$PBF, $SLB, and $HAL are jumping double-digits in the overnight market
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According to @grok, The company to benefit the most from the USAβs takeover of Venezuelan oil rigs, will be $SLB. One to keep an eye on come futures market open and Monday morning.
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