The king is dead, long live the king!
36 Likes
My second US stock investment, which I’ve held for a whole day now, is going up. No wonder investing in the US markets is considered such a great idea.
These nuclear reactor companies have certainly been swinging quite wildly back and forth lately.
1 Like
Let’s hope nothing happens…
You’ve got such a Midas touch that we’ll probably see -80% on the board any moment now, once China makes its move on Taiwan 
13 Likes
Even a boring insurance company is struggling upward.
If those multiples would even slightly expand now, it would be an easy 100% gain.
PS 0.46 and PEG 0.32
4 Likes
ARM Holdings released its oddly named Q4 2026 results, which are the first of the year. There was a small beat in revenue and EPS, but the qualitative commentary, among other things, clearly satisfied the market, at least for now:
“First data center chip has “exceeded expectations” with more than $2B in AGI CPU demand across FY27 & FY28.”
6 Likes
This is quite a nice change of pace after yesterday’s Optomed suffering. I averaged up on this quite a bit at the €0.4-0.5 levels, but I know full well that tomorrow we could head just as far in the other direction. Let’s enjoy the moment for a bit, though 
9 Likes
ASML is at ATH levels after a short break (1,312.80 EUR at the end of February). Today’s high was 1,332.60 EUR. The shares I bought in July are already +104%.
Europe’s most valuable company (approx. 514 billion EUR) and ranked 21st globally. According to the market, it is roughly as valuable as Visa.
23 Likes
Jumia released its first quarterly report of the year, and the market clearly likes it. Revenue is growing, cost-cutting measures are working, and the company is moving toward profitability. It’s in my portfolio with a small weight at an average price of $6.98. I might need to add more at a suitable point.
“We are executing with discipline and these results keep us firmly on track toward our target of achieving Adjusted EBITDA breakeven and positive cash flow in the fourth quarter of 2026, and full-year profitability and positive cash flow in 2027.” - Francis Dufay, CEO
6 Likes
Cybersecurity company Fortinet released its interim report yesterday after the market close. The company’s revenue grew by 20% compared to a year ago, earnings per share increased by 29%, and free cash flow rose by 26%, exceeding both guidance and analysts’ estimates. At the same time, the 2026 guidance was also raised.
What makes this particularly bullish is that the company’s product revenue grew by 41% year-over-year, and service revenue—which is more significant for the company’s business—usually follows this with about a two-year lag, meaning this should provide quite a tailwind for the company in the future.
The market received the earnings release in quite euphoric spirits:
I just had to go check the portfolio’s performance for the day, as I hold both Fortinet and Harvia. Days like this have been quite rare this year:
22 Likes
Yeah, so just yesterday I had a chance to glance at this and thought I should probably look into it a bit more 
1 Like
The brothers are probably sharing something other than just Australian dad jokes today; that spike almost came through the screen.
15 Likes
Nice to know this at half past one in the morning, I had completely forgotten. This was for once… a good day, or on the other hand, we are now on Friday’s side. 
So:
5 Likes
Since I have time today, I’ll watch the EC, but since there’s been talk here about how long it takes to finalize larger partnerships/deals, here is a repost of this slide from last year. Dan and Jensen have been putting their heads together for a long time.
FQ3 AI LV was half of the modest expectations and even less than the realistic ones, and the reason is, of course, the lagging GPU yields. I wonder if there’s an improvement coming now that Nvidia is also partly selling Iren’s compute and wants that 5GW to actually go live at some point.
6 Likes
If the stock chart were mirrored, this ticker would probably attract more interest on the forum, given the 30%+ growth figures and a P/E of around 10 
.
The name certainly doesn’t make the stock any worse.
4 Likes
Tokmanni has now dropped about 20% following its earnings report five or six times in a row. At some point, heads will roll; in the corporate world, those responsible will be lynched. Whether that happens as soon as this year, who knows.
12 Likes
Wait a second, there have been announcements about all sorts of changes. Not least of which is the change of CEO.
3 Likes