Well, today is the first “triple witching” day of the year in the US, as stock and index options, and index futures expire simultaneously. Together with other events, this could mean more volatility than usual, especially during the last trading hour.
Planet ![]()
The biggest and most beautiful in my portfolio, +32% and change as of writing
How stupid can one be? The stock price plummeted over 25%. It really wasn’t worth it. Now he’s going to jail and the company might end up on a blacklist or something. Of course, if the guys were Chinese agents to begin with, then I understand better.
Some news will probably be coming out next week regarding Revenio. A couple of down days have shown strength and increased volume.
Either someone knows more than the market, or some big player is just stocking up.
In a way, companies are practically begging for disruption.
Even before any major efficiency gains, the number of developers is drastically cut. If the number of developers is halved, overall costs are reduced by a few percent, and productivity remains the same (assuming promises materialize).
The alternative, of course, would be to keep the number of developers (and costs) the same and leverage the efficiency gains to revamp one’s own product. This would make it harder for startups to cause disruptions and would be relatively risk-free.
It somehow doesn’t feel right that when there’s a promise of efficiency gains in an area crucial to the company, investment in that area is immediately reduced… But I suppose there’s some logic behind it.
Harvia -9% today.
Did anyone find any news or a reason for this collapse?
It didn’t stay there, it actually dropped almost 9%. Did the market realize a bit late that the model portfolio bought Harvia, or did someone have a better explanation for this?
I guess in addition to the general decline, it was due to options expiring on the third Friday of the month, and so on. 286k shares of Bittium changed hands, which according to Sanoma, was the biggest daily volume since 2012, and Fortum had the 4th biggest. The biggest daily volume in five years, etc.
In the morning, I was thinking about whether I should lighten up on Harvia, which has been stagnant lately, and add Incap/Nordea. Well, a moment later I looked at my portfolio and it was -4%. I thought I’d just let it be… I wouldn’t have expected a -9% reaction from anything. This would be a great place to add Harvia shares, but I’m broke.
Things haven’t gone well for investors in this one either. Engcon, which sells tiltrotators, has taken a hard hit within a month. The reasons behind it are quite familiar: tariffs, currencies, weak demand, and a previously high valuation. Operating profit growth was much smaller than revenue growth.
The S&P500 is forming a “head,” and once that’s complete, it’ll be the turn of the other shoulder, and then strange things will start to happen? ![]()
Right now, it’s pretty good to have a 40% cash position.
So you’re using TA for a looooong time?! ![]()
It should still be there. My support levels start from the 2008/09 lows at their longest. ![]()
Btw, ~3600 represents that support level as the bottom if we were to crash there this year.
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Next year, it’ll dip a little? And in 2030, it’ll really bottom out?
Although Verneri tried to imply that one year’s results do not “hardly” matter, the market, in its own rational style, decided to draw its own conclusions and stated that Harvia is merely a seller of iron cages.
PYN Elite, which I’ve bought three times over the past five years, is still slightly in the black for me, but for how long…
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I started lightening my PY stock steadily from last September, mainly due to the China-Taiwan risk. I managed to sell about 35% of my total position.
My first purchases were also during the COVID downturn.
Do you remember what happened to Harvia during the energy crisis?
Or rather, to its stock. The company’s growth stalled, but the stock reacted more strongly…






