#  @10_ch_10 TenchInvest
TenchInvest posts on X about $pdx, $ttwo, av, gaming the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
### Engagements: [-----] [#](/creator/twitter::961291124752240640/interactions)

- [--] Week [------] +10%
- [--] Month [-------] +235%
- [--] Months [-------] +28%
- [--] Year [---------] -19%
### Mentions: [--] [#](/creator/twitter::961291124752240640/posts_active)

- [--] Week [--] -5.90%
- [--] Month [--] +22%
- [--] Months [---] +26%
- [--] Year [---] +29%
### Followers: [------] [#](/creator/twitter::961291124752240640/followers)

- [--] Week [------] +0.13%
- [--] Month [------] +0.58%
- [--] Months [------] +1.50%
- [--] Year [------] +2.20%
### CreatorRank: [-------] [#](/creator/twitter::961291124752240640/influencer_rank)

### Social Influence
**Social category influence**
[cryptocurrencies](/list/cryptocurrencies) 33.93% [gaming](/list/gaming) 14.29% [finance](/list/finance) 13.39% [stocks](/list/stocks) 13.39% [technology brands](/list/technology-brands) 6.25% [currencies](/list/currencies) 5.36% [countries](/list/countries) 2.68% [products](/list/products) 2.68% [luxury brands](/list/luxury-brands) 1.79% [fashion brands](/list/fashion-brands) 1.79%
**Social topic influence**
[$pdx](/topic/$pdx) #1, [$ttwo](/topic/$ttwo) #4, [av](/topic/av) 8.93%, [gaming](/topic/gaming) 8.04%, [$embrac](/topic/$embrac) #1, [$7974t](/topic/$7974t) 6.25%, [$ver](/topic/$ver) 6.25%, [nintendo](/topic/nintendo) 5.36%, [$cdrwa](/topic/$cdrwa) 5.36%, [$3635t](/topic/$3635t) #38
**Top accounts mentioned or mentioned by**
[@orcaazoo](/creator/undefined) [@arilsmeninger](/creator/undefined) [@gameinvest2](/creator/undefined) [@lejooon](/creator/undefined) [@_thegrumpygamer](/creator/undefined) [@compoundingev](/creator/undefined) [@rc_vanderburght](/creator/undefined) [@hallonhh](/creator/undefined) [@stoneflanders](/creator/undefined) [@thegrumpygamer](/creator/undefined) [@steveengels1](/creator/undefined) [@nordnetinvestor](/creator/undefined) [@gurr_snurr](/creator/undefined) [@hallon_hh](/creator/undefined) [@stone_flanders](/creator/undefined) [@klaxovich](/creator/undefined) [@jrunestam](/creator/undefined) [@niurn_writes](/creator/undefined) [@dungeoninvest](/creator/undefined) [@mikefritzell](/creator/undefined)
**Top assets mentioned**
[PDX Coin (PDX)](/topic/$pdx) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Unity Software Inc. (U)](/topic/$u) [Millicom International Cellular S.A. Common Stock (TIGO)](/topic/$tigo) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi)
### Top Social Posts
Top posts by engagements in the last [--] hours
"Beat and raise (as expected) from Take-Two rewarding it with a likely ephemeral +3-4% in after hours trading after being beaten down to a pulp on AI FUD. Might be one of the most important conf calls ever for the company & industry. $TTWO"
[X Link](https://x.com/10_ch_10/status/2018798974527037907) 2026-02-03T21:29Z 16.8K followers, [----] engagements
"All gaming getting dumped again now on Unity $U earnings which has [--] impact on game developers. Also they missed guidance by 1% OFC its a ShitCo with ridiculous SBC and should never have had a lofty valuation but thats beside the point"
[X Link](https://x.com/10_ch_10/status/2021724008732115007) 2026-02-11T23:12Z 16.8K followers, [----] engagements
"Year-end porfolio update and assorted thoughts. The year ended at +39.6% after fees (+/- a few % for possible miscalculations) after topping at c:a 53% elevating my 12-year CAGR to 30.98%. Main contributors were Capcom $EMBRAC SEGA $TTWO & $TIGO; detractors $PDX Koei & DeNa"
[X Link](https://x.com/10_ch_10/status/2006247207268409724) 2025-12-31T06:13Z 16.8K followers, 21.1K engagements
"Yet another AA flop signed Embracer. This time based on an own legacy IP by an in-house studio that will have to be shut down. Next week theres Reanimal which I think will be a good game but ultimately result in another RoI blunder and studio closure. $EMBRAC"
[X Link](https://x.com/10_ch_10/status/2020105756461379927) 2026-02-07T12:01Z 16.8K followers, [----] engagements
"@Arilsmeninger FCF is down yoy despite cutting down on costs Net debt incl max earnouts is 5-6bn"
[X Link](https://x.com/10_ch_10/status/2021138269531238555) 2026-02-10T08:24Z 16.8K followers, [--] engagements
"The official (bought by $TTWO some time ago) GTAV role-playing platform FiveM has appeared as a separate entity on SteamDB since a few days ago. I dont know what kind of implications this has but interesting nonetheless"
[X Link](https://x.com/10_ch_10/status/2021763059187118490) 2026-02-12T01:47Z 16.8K followers, [----] engagements
"Reviews for Tarsiers $EMBRAC Reanimal are in sitting at [--] now right in between the studios previous efforts. With an almost AAA budget it will need some incredible word of mouth to even break even (2m copies needed). Tough times"
[X Link](https://x.com/10_ch_10/status/2021716579453747491) 2026-02-11T22:42Z 16.8K followers, [----] engagements
"This is the one gaming company where Im 100% comfortable with averaging down; theres no way that Nintendo will be disrupted by AI or anything else; their IP are S-class evergreens. While RAM and AI FUD might continue to pressure the stock short-term Im confident that putting money into the Herms of gaming at this point will give me a 50% return in [--] years the biggest scare being that Nikkei is at a bubbly ATH and could implode which would cause further massive outflows"
[X Link](https://x.com/10_ch_10/status/2021792923290153293) 2026-02-12T03:46Z 16.8K followers, [----] engagements
"The probem with this drawdown is that my own portfolio is already down 20% from ATH while the indices have inflated during the same time span and are now due for a decline. Old rules don't apply this time either; $TTWO was a safe haven stock before; not anymore"
[X Link](https://x.com/10_ch_10/status/2022094282270847254) 2026-02-12T23:43Z 16.8K followers, [----] engagements
"Translation: the rumored Witcher [--] is probably real and they expect PLN 5bn in profit to be the absolute worst case scenario as they want this incentive programme to be in the money with 100% certainity. Or Im coping. Long $CDR.WA - please save me Poland. Today CD PROJEKT Management Board proposed an ambitious earnings goal for the 2026-2029 tranche of the Incentive Program. This goal will be achieved by reaching a cumulative net profit of [--] billion PLN. The proposal will be voted on at the upcoming Extraordinary General Meeting Today CD PROJEKT Management Board proposed an ambitious earnings"
[X Link](https://x.com/10_ch_10/status/2022120392476041436) 2026-02-13T01:27Z 16.8K followers, [----] engagements
"Bara en tidsfrga innan ngot liknande lanseras i Sverige efter att sossarna tagit ver Rcker ju inte med att betala ckliga 1% i ISK-skatt ven ett r d man ligger snuskigt mycket back. π« π NEW: Dutch Parliament Member Michel Hoogeveen explains how the 36% unrealized capital gains tax just passed by the House of Representatives will work. Here is a more detailed example: Step [--]. Starting position You own [---] shares. Value on Jan [--] 2028: [-----] Value on Jan https://t.co/GYeAN9jlJ6 NEW: Dutch Parliament Member Michel Hoogeveen explains how the 36% unrealized capital gains tax just passed by the"
[X Link](https://x.com/10_ch_10/status/2022161654457544808) 2026-02-13T04:11Z 16.8K followers, 19.5K engagements
"Nstan -90% i ett bolag med ett brsvrde p hela 4md mste nog vara det brutalaste jag sett p svenska brsen. [-----] avanzianer ger (i linje med $PDX π). $SYNACT"
[X Link](https://x.com/10_ch_10/status/1698704910286500026) 2023-09-04T14:29Z 16.8K followers, 94.5K engagements
"Detta r Brsen. $KER.PA $RMS.PA $MC.PA"
[X Link](https://x.com/10_ch_10/status/1838494206026776722) 2024-09-24T08:22Z 16.8K followers, [----] engagements
"Gillar inte bolaget och har nog aldrig gtt plus p mina sm swingar i det men har tagit en chansposition i $MAGI trots att det knns lite sent men hoppas p ytterligare en boom- och (frmodligen) bustcykel i aktien. Absolut inte lngsiktig. $MAGI har brjat accelerera uppskalningen av Crozzle. Under sista veckorna i juni r UA ungefr [--] med genomsnittet av Q3. Spelet sgs vara det tredje strsta sett till intkter i juni och den har redan gtt om Ruzzle och r pvg att g om Wordzee frhoppnings vis till Q4. $MAGI har brjat accelerera uppskalningen av Crozzle. Under sista veckorna i juni r UA ungefr [--] med"
[X Link](https://x.com/10_ch_10/status/1938246170968514620) 2025-06-26T14:41Z 16.8K followers, 19.4K engagements
"While the looong waiting game for Witcher [--] and subsequent releases continues Cyberpunk comes with a new update and rakes in high margin cash again as well as being one of the top 3rd party games on Switch [--] retailing for [-----]. $CDR.WA is now my 3rd biggest position"
[X Link](https://x.com/10_ch_10/status/1952924853893509305) 2025-08-06T02:49Z 16.8K followers, [----] engagements
"Fr den som r intresserad: Paradox nedskrivning av den senaste storfloppen Lamplighters league kom redan en vecka efter slpp enligt EU-direktiv. Man kan sledes frvnta sig att nedskrivningen av BL2 p 500m+ kommer att trilla in kanske redan innan mnadsslutet. $PDX"
[X Link](https://x.com/10_ch_10/status/1980607040923017668) 2025-10-21T12:08Z 16.8K followers, [----] engagements
"Det r svrt med aktier. Undrar varfr $PDX gr ned nu; r det pga kortsiktiga release-traders att EUV:s CCU peakade lgre igr n p releasedagen att man pltsligt r rdd fr BL2 som var helt irrelevant tidigare eller fr att EUV framstr som fr nischat"
[X Link](https://x.com/10_ch_10/status/1986352340744741353) 2025-11-06T08:37Z 16.8K followers, [----] engagements
"EUV uppe i 79% nu (fr se om Finwire tycker att det gr frn "blandade betyg ("mostly positive" med 72%)" till "vldigt positiva" nr det slr ver till [--] ("very positive"). De med 10h i spelet har nmligen lagt 84% positiva recensioner. #brndbull $PDX"
[X Link](https://x.com/10_ch_10/status/1986396634495025324) 2025-11-06T11:33Z 16.8K followers, [----] engagements
"Big: Paradox $PDX parts ways with Colossal Order and moves Cities Skylines to the internal studio Iceflake. This likely means no more royalties to Colossal Order = higher margins long-term if Iceflake doesn't fumble the franchise up"
[X Link](https://x.com/10_ch_10/status/1990414545483882502) 2025-11-17T13:39Z 16.8K followers, [----] engagements
"N dags fr lite fler frVerve eller vad sger ni [--] st r ju inget att komma med. Stort grattis till tagarna i den senaste emissionen p 28kr i juni Vi vet ju att Oaktrees slaskfond r med s vad kan g fel Bara [--] miljarder i nettoskuld inkl earnouts nu. $VER"
[X Link](https://x.com/10_ch_10/status/1991858120176685267) 2025-11-21T13:15Z 16.8K followers, [----] engagements
"Hur mycket kommer Paradox $PDX krascha idag som mest (obs: ger aktier) 10% 10-15% 20% 15-20% 10% 10-15% 20% 15-20%"
[X Link](https://x.com/10_ch_10/status/1993920187859652987) 2025-11-27T05:49Z 16.8K followers, 11.8K engagements
"Seems like CD Projekt might actually have a final DLC for Witcher [--] cooking which would be very bullish; the game has sold 60-70m units. 2nd biggest position now. $CDR.WA"
[X Link](https://x.com/10_ch_10/status/2007234394784969038) 2026-01-02T23:35Z 16.8K followers, [----] engagements
"A little ironic since the Polish gaming companies have done relatively well compared to Western peers but welcome. I only own $CDR and $OML.P but am considering $BLOOB too. https://www.resetera.com/threads/bankier-pl-polish-gamedev-in-crisis-the-government-will-develop-a-development-strategy-for-the-industry.1402807/ https://www.resetera.com/threads/bankier-pl-polish-gamedev-in-crisis-the-government-will-develop-a-development-strategy-for-the-industry.1402807/"
[X Link](https://x.com/10_ch_10/status/2010565597491331204) 2026-01-12T04:12Z 16.8K followers, [----] engagements
"Kprek (215 - 205kr) fr Paradox $PDX kom frn Carnegie i fredags eftermiddag. I stort sett r deras estimat fr Q4 i linje med mina men jag tror det finns chans fr verraskning p topplinjen. Det ligger [--] interna strategispel i pipen som borde komma [--] eller [--] $PDX"
[X Link](https://x.com/10_ch_10/status/2010614861617909936) 2026-01-12T07:28Z 16.8K followers, [----] engagements
"Pretty funny if true. $EMBRAC $ATVI https://www.gamefile.news/p/bobby-kotick-activision-microsoft-ap7-lawsuit-embracer-group https://www.gamefile.news/p/bobby-kotick-activision-microsoft-ap7-lawsuit-embracer-group"
[X Link](https://x.com/10_ch_10/status/2011607636190605777) 2026-01-15T01:13Z 16.8K followers, [----] engagements
"Top downloaded PS5 games last year. NBA is totally killing it [--] being the best entry since forever; GTAV had its biggest year since [--] at the very least despite being [--] years old. Take-Two's report on Feb 5th will be a historical beat and raise Considering a big bet. $TTWO"
[X Link](https://x.com/10_ch_10/status/2011619519715033200) 2026-01-15T02:00Z 16.8K followers, [----] engagements
"$CDR.WA has been on a tear these past days and grown to become my biggest position. Classic Polish leak Ideally wed see a Witcher [--] Expansion releasing soon and then kicking off the W4 hypetrain for real. CDPR stock has recently taken a big lift. There is no known catalyst to why however. No fiscals No announcement. No reveal. Except new Witcher [--] merchandise they started selling recently. Maybe CDPR revealing TW3 3rd DLC reveal is imminent then SGF [----] is TW4 Trailer #2. https://t.co/aVgL3xdP9k CDPR stock has recently taken a big lift. There is no known catalyst to why however. No fiscals"
[X Link](https://x.com/10_ch_10/status/2012035485376659683) 2026-01-16T05:33Z 16.8K followers, [----] engagements
"Vowed to never touch this #ShitCo again but couldn't keep my fingers off it when it was down 30% and now I'm losing money on this BS. But a market cap of 600mEUR is ridiculous and it's heavily shorted so there has to be a bounce to 5+. right Right $UBI.PA"
[X Link](https://x.com/10_ch_10/status/2014284191991845320) 2026-01-22T10:29Z 16.8K followers, 11.7K engagements
"Koei reported today. A rather nothingburger report with ridiculously sanbagged guidance (about [--] profit in Q4 despite both Nioh [--] Project Zero [--] Remake and most importantly Pokemon Pokopia releasing (5m+ seller potential mid-term)). Almost 10% attach rate for Hyrule Warriors. Koei Tecmo announced Hyrule Warriors Age of Imprisonment has sold over [--] million units worldwide https://t.co/yNdqP3tmCM Koei Tecmo announced Hyrule Warriors Age of Imprisonment has sold over [--] million units worldwide https://t.co/yNdqP3tmCM"
[X Link](https://x.com/10_ch_10/status/2015771793202847943) 2026-01-26T13:00Z 16.8K followers, [----] engagements
"I expect the share to plummet even further tomorrow because why not. It's by far my worst investment ever at this point (partly due to JPY's downfall) but my thesis has not changed so I will hold and possibly buy more if necessary. $3635.T"
[X Link](https://x.com/10_ch_10/status/2015771796285641146) 2026-01-26T13:00Z 16.8K followers, [----] engagements
"For transparency: I have sold 1/3 of $PDX at a considerable loss as I think I misjudged the case from the get-go coupled with bad luck (RAM shortage FUD; USD dumping). Sold all $FDEV for a small profit. Will likely sell Capcom tomorrow. Increased $TTWO reduced non-gaming"
[X Link](https://x.com/10_ch_10/status/2016135622608720113) 2026-01-27T13:06Z 16.8K followers, [----] engagements
"Having thought about it and read some posts from people that are more knowledgeable than me on the subject I conclude that this market reaction was/is completely retarded and I will buy even more $TTWO if it stays/goes lower from here. That feeling when your whole portfolio gets eradicated at once. So will Googles Genie [--] have: 1) actual quality gameplay stories and a cohesive world 2) any IP that can be legally used 3) most importantly: shared worlds/multiplayer I believe that the companies that went That feeling when your whole portfolio gets eradicated at once. So will Googles Genie 3"
[X Link](https://x.com/10_ch_10/status/2017535934519251120) 2026-01-31T09:50Z 16.8K followers, 19.8K engagements
"Meanwhile Red Dead Redemption [--] (left) is posting its highest player activity since October [----] and GTAV (right) since August [--] on PlayStation. Great numbers on Steam as well. But everyone will be playing their own AI-made GTA-clone alone in a couple of years (months). $TTWO https://ps-timetracker.com/statistic/last-30-days https://ps-timetracker.com/statistic/last-30-days"
[X Link](https://x.com/10_ch_10/status/2017920618302476375) 2026-02-01T11:19Z 16.8K followers, [----] engagements
"Verkar som att ChatGPT:s kprek inte funkade s bra fr Spiltan i Paradox. $PDX $SPLTN #ChatGPT"
[X Link](https://x.com/10_ch_10/status/2018641828065722419) 2026-02-03T11:04Z 16.8K followers, 10.1K engagements
"Tin och Gaia fr stlla sig i skamvrn (tillsammans med mig): vi har en ny kung p frlorartronen. Grattis Lannebo Teknik Smbolag. Ned 12% i r INNAN innehav #3 (Karnov) och #13 (Vitrolife) fll handlst idag. Otroligt. ππ https://twitter.com/i/web/status/2018663959977763143 https://twitter.com/i/web/status/2018663959977763143"
[X Link](https://x.com/10_ch_10/status/2018663959977763143) 2026-02-03T12:32Z 16.8K followers, 21.8K engagements
"Nintendo gets another 10% slash due to margin compression and fears of RAM shortage slowing the adoption of Switch [--] dragging the other JP names with it to hell and beyond. The share is finally coming down to levels where a long-term position is starting to make sense. And this is one of the few names where averging down will be comparatively easy on the mind. $NTDOY $7974.JP https://twitter.com/i/web/status/2018844447438688262 https://twitter.com/i/web/status/2018844447438688262"
[X Link](https://x.com/10_ch_10/status/2018844447438688262) 2026-02-04T00:29Z 16.8K followers, [----] engagements
"The (almost at least) exhaustive global gaming company list which shows a dismal return YTD. I do have a handful of the few green ones (CDR BLOOB DEVO DeNa TBLD and OMLP) but that doesn't nearly compensate for Koei Paradox and Take-Two due to sizing. Getting numb"
[X Link](https://x.com/10_ch_10/status/2018906725693485517) 2026-02-04T04:37Z 16.8K followers, [----] engagements
""Gotta be precise a clean [---] just doesn't do it." $TTWO"
[X Link](https://x.com/10_ch_10/status/2019021513744347418) 2026-02-04T12:13Z 16.8K followers, [----] engagements
"Brjar bli otroligt tjatigt men TIN nollad sedan start efter idag Samtidigt har herrarna tagit xxx miljoner frn smspararna"
[X Link](https://x.com/10_ch_10/status/2019367236297978002) 2026-02-05T11:07Z 16.8K followers, 20.6K engagements
"@GameInvest2 Its Italy and they are not super efficient so I dont see how their dev costs could be low enough to be profitable with these numbers"
[X Link](https://x.com/10_ch_10/status/2020288354194182598) 2026-02-08T00:07Z 16.8K followers, [---] engagements
"Nioh [--] doing very well on Steam despite aggressive pricing (79.99/$69.99 etc). The players seem to think its the best in the series and it will likely have a strong long tail. My case for Koei is basically playing out as I hoped it would except that my timing was way off. Next up is Project Zero [--] Remake and most importantly Pokemon Pokopia next month. Never been down this much on a stock but I will persevere $3635.T"
[X Link](https://x.com/10_ch_10/status/2020456155634598204) 2026-02-08T11:14Z 16.8K followers, [----] engagements
"Looks like Pokopia might be the hit that Koei stock needs to gain some energy back. Switch [--] owners are starved for new games Pokopia will speak to both the Animal Crossing and Pokemom fans and Pokemons 30th anniversary will only add to the hype. π€ $3635.T $NTDOY $7974.T Final Previews for Pokemon Pokopia have dropped. It sounds like this is a dream game for people who always wanted a Pokemon Life Sim. Many of the previewers seemed surprised at how much they ended up enjoying it https://t.co/Hy9RxYF6eB Final Previews for Pokemon Pokopia have dropped. It sounds like this is a dream game for"
[X Link](https://x.com/10_ch_10/status/2021715941609079208) 2026-02-11T22:40Z 16.8K followers, [----] engagements
"I have begun averaging into Nintendo at these levels. It took a while for the stock to reach the point where a long-term position (2 years) started to make sense. The whole run-up to the Switch [--] release has been deleted whilst the JPY has plummeted; its down 50% from the lofty highs measured in SEK. $NTDOY $7974.JP"
[X Link](https://x.com/10_ch_10/status/2021792917338435998) 2026-02-12T03:46Z 16.8K followers, [----] engagements
"$EMBRAC 3% miss on topline but stronger profitability than expected. FCF slightly negative for the quarter and -800mSEK R9M. Guidance re-iterated-ish. Enough for a relief-rally The numbers look horrible on their own. No position"
[X Link](https://x.com/10_ch_10/status/2021829133488292059) 2026-02-12T06:10Z 16.8K followers, [----] engagements
"@Hallon_HH Tracker if you're lazy and trust AVA otherwise get another broker and buy it in Japan through telephone"
[X Link](https://x.com/10_ch_10/status/2021853377853014261) 2026-02-12T07:46Z 16.8K followers, [--] engagements
"@stone_flanders Unity dump"
[X Link](https://x.com/10_ch_10/status/2021855797731635560) 2026-02-12T07:56Z 16.8K followers, [---] engagements
"@OrcaaZoo I sold at the bottom on report day at a big loss :)"
[X Link](https://x.com/10_ch_10/status/2021889835993350373) 2026-02-12T10:11Z 16.8K followers, [--] engagements
"@_TheGrumpyGamer New and/or Stellaris 2"
[X Link](https://x.com/10_ch_10/status/2022288849637118219) 2026-02-13T12:36Z 16.8K followers, [--] engagements
"Earth as seen from orbit in the year of [----] π½ $EMBRAC"
[X Link](https://x.com/anyuser/status/1473205329743671299) 2021-12-21T08:14Z 16.8K followers, [---] engagements
"Sger hej d till Avanza (det enda som blir kvar r en Take Two-bull som fr ligga och blda ut). Undermlig teknik bristfllig tillgng till utlndska marknader avsaknad av valutakonto och bekvmligheten i en konsoliderad frmgenhet r anledningarna. π"
[X Link](https://x.com/anyuser/status/1820833349969051691) 2024-08-06T14:44Z 16.8K followers, 63.3K engagements
"@steveengels1 6460.T"
[X Link](https://x.com/10_ch_10/status/1823771978458706295) 2024-08-14T17:21Z 16.8K followers, [--] engagements
"Kering/Gucci och LVMH havererar men Herms klarar av att vxa tvsiffrigt ven i den tuffaste av marknader. Buy quality cry once ven till P/E 40+. $RMS.PA $KER.PA $MC.PA"
[X Link](https://x.com/10_ch_10/status/1849351032712667237) 2024-10-24T07:23Z 16.8K followers, [----] engagements
"What a year π"
[X Link](https://x.com/10_ch_10/status/1859914852665602380) 2024-11-22T11:00Z 16.8K followers, 18.7K engagements
"I caved in and bought Koei Tecmo $3635.T. The latest Dynasty Warriors/Musou game is trending well and loved by the fans (96% on Steam) who bought it before release day (which is tomorrow). I think the companys guidance is severely sandbagged. This is a short-term position"
[X Link](https://x.com/10_ch_10/status/1879687684974866702) 2025-01-16T00:30Z 16.8K followers, 12.7K engagements
"Avkastningsglappet mellan Tin Ny Teknik p [--] r r 115% till Nasdaq [---] och 74% till OMXS GI. Senaste genidraget de gjorde var att slja Embracer och behlla EVO och Novo. Fondbetyg: en stjrna. Kp aldrig aktivt frvaltade fonder med hg avgift och one-trick-pony-frvaltare"
[X Link](https://x.com/anyuser/status/1917510473710264522) 2025-04-30T09:24Z 16.8K followers, 48.7K engagements
"$TBLD Kingmakers is already viral and will get is release date this week. It could bring in 2x market cap no problem. Other than that they have Streets of Rogue [--] and Sand the Game coming up both having solid metrics on Steam. $CDR Witcher [--] (2027+) trade. A bit late but okay"
[X Link](https://x.com/10_ch_10/status/1927304911156334695) 2025-05-27T10:04Z 16.8K followers, [----] engagements
"The excessive cash position will either be employed into $CDR.WA and/or $TTWO until somehing else comes up on my radar"
[X Link](https://x.com/10_ch_10/status/1927304913031242211) 2025-05-27T10:04Z 16.8K followers, [----] engagements
"A shame that I only had time to fill up 10% of the gaming portfolio with $CDR.WA at [---]. I think it will go to 400-500 ahead of the W4 launch though so still no reason not to buy more at these levels I guess. Full 4K image of The Witcher [--]. https://t.co/ifSsSwLB2f Full 4K image of The Witcher [--]. https://t.co/ifSsSwLB2f"
[X Link](https://x.com/10_ch_10/status/1929909054727409699) 2025-06-03T14:32Z 16.8K followers, [----] engagements
"Placera str ver Verve och menar p att nedsidan r 100% om bolaget inte levererar enligt plan p en extremt svranalyserad och konkurrensutsatt marknad. Frdigvevat fr idag (kanske) $VER"
[X Link](https://x.com/10_ch_10/status/1935673859912384523) 2025-06-19T12:19Z 16.8K followers, [----] engagements
"Now they're finally on the same score the two biggest flops in Swedish gaming history (although Saints Row had better RoI due to the Epic exclusivity money and BL2 has a lower Critics Recommend %). $PDX $EMBRAC"
[X Link](https://x.com/10_ch_10/status/1981883760942669882) 2025-10-25T00:41Z 16.8K followers, [----] engagements
"- ndrad intktsredovisning - Svart lda - Inkluderar frvrv i tillvxt - Lmnar sklart megabull guidning - Nettoskulden kar - Bolagets verksamhet r att gra nyemissioner TenchInvest snker riktkursen fr Verve $VER till -5kr (0). Ingen rekommendation"
[X Link](https://x.com/10_ch_10/status/1990687637611679854) 2025-11-18T07:44Z 16.8K followers, 15.5K engagements
"Doing some Lynching and am pleased to see the Atelier Ryza Collection (cheap remaster) for [-----] JPY being sold out on both Switch and PS5 almost everywhere causing ppl to have to buy it digitally at even higher margins for Koei. I increased my position again today. $3635.T"
[X Link](https://x.com/10_ch_10/status/1991864323095113927) 2025-11-21T13:40Z 16.8K followers, [----] engagements
"Man blir lite sugen p att ta in Asmodee (och Nintendo) infr Pokemons 30-rsjubileum nsta r. Bda aktiernas grafer ser dock ut som misr (likt de flesta bolag jag har i portfljen). Vrderingarna OK nu men speciellt i Nintendos fall r estimaten ev fr hga. $ASMDEE $NTDOY"
[X Link](https://x.com/10_ch_10/status/2003083561235284129) 2025-12-22T12:41Z 16.8K followers, 10.5K engagements
"Helvete. Betsson $BETS halverad p ett halvr. Risken som ett beroende av en enstaka kund samt politisk risk innebar manifesterades till slut trots haussande frn alla hll och kanter. Jag har sjlv gt aktien till och frn och hade mest tur att jag inte hngde med ned hr"
[X Link](https://x.com/10_ch_10/status/2013161433740214686) 2026-01-19T08:07Z 16.8K followers, 14.7K engagements
"$UBI too little & too late. Bunches of cancellations (650m; prob includes BG&E2) and layoffs (not enough). PoP Remake cancelled although it was supposed to release NOW. Ultimately I dont think their IP & talent will be enough to survive long term. https://www.gamesindustry.biz/ubisoft-reveals-new-creative-house-structure-cancels-games-and-announces-final-round-of-cost-cutting-and-studio-closures-to-drive-200m-savings https://www.gamesindustry.biz/ubisoft-reveals-new-creative-house-structure-cancels-games-and-announces-final-round-of-cost-cutting-and-studio-closures-to-drive-200m-savings"
[X Link](https://x.com/10_ch_10/status/2014095454804308218) 2026-01-21T21:59Z 16.8K followers, [----] engagements
"and now Nintendo is up 6% on rumors that they will have to halt Switch [--] production until Q3 due to memory shortage. This market is just too much. Yeah there might have been some analyst upgrade IDK but w/e. $NTDOY"
[X Link](https://x.com/10_ch_10/status/2014556752273133727) 2026-01-23T04:32Z 16.8K followers, [----] engagements
"Frutom de algos som tryckte upp aktien p "vinstvarningen" verkar ingen kunna detta bolag p djupet Snart r aktien nollad sedan notering trots att de har frvrvat fr x antal fantasiljoner sedan dess och handlas till lgt ensiffrigt "adj ebitda". $VER Det nya r att leverera vinstvarningar med titlar som ". levererar starkt operativt resultat. driver organisk tillvxtkning och bruttomarginalkning" Samt letar efter saker att lyfta fram positivt och skyller missen p en kund som ftt "allvarliga finansiella problem". Det nya r att leverera vinstvarningar med titlar som ". levererar starkt operativt"
[X Link](https://x.com/10_ch_10/status/2016076261127553313) 2026-01-27T09:10Z 16.8K followers, 26.2K engagements
"And just when we needed it Nintendo drops the worst report of all time with sales 246bn (-46% yoy) vs 295e and EBIT 54bn (-70% yoy) vs 87e. Sure its the bottom of the cycle but jeez. $NTDOY Its over for JP gaming and my portfolio"
[X Link](https://x.com/10_ch_10/status/1819272446278602813) 2024-08-02T07:22Z 16.8K followers, 21.3K engagements
"Stellantis vinstvarnade fr ret och handlas nu till 1x EBIT med en FCF-yield p 61% fr [----] om analytikerna fr rtt. Det verkar inte vara ngra galna estimat om man kollar bolagets resultat frn tidigare r - eller r bilbranschen krd fr all framtid $STLAM"
[X Link](https://x.com/10_ch_10/status/1847323950277165456) 2024-10-18T17:08Z 16.8K followers, [----] engagements
"Portfolio update [--------] +62% YTD (after fees) Sacrificed the minor positions to make room for Embracer also sold some Capcom and doubled up in SEGA on the recent slaughter. Splendid year without any losing trade even making up 1% of the total portfolio value"
[X Link](https://x.com/anyuser/status/1857308044180504808) 2024-11-15T06:21Z 16.8K followers, 46.5K engagements
"Verve stiger p betalalys frn samma Kalle Anka-analyshus som tidigare. Jag gr vrlden en tjnst och kortar skiten. $VER https://www.placera.se/telegram/avanza/17_0c230f29-cde1-4fc0-88a4-89ca723aa012.html https://www.placera.se/telegram/avanza/17_0c230f29-cde1-4fc0-88a4-89ca723aa012.html"
[X Link](https://x.com/10_ch_10/status/1935608893121720406) 2025-06-19T08:01Z 16.8K followers, 20.4K engagements
"Helt sjukt med shr mnga (betal)analyser p ett bolag med s pass litet marknadsvrde. Allt handlar om att frska hlla kursen under armarna i ett bolag med vrdels balansrkning som gr emissioner nr de enligt sekten har fantastiskt FCF och strlande framtid. $VER Jag har nog aldrig sett ett bolag med shr mnga betalda analyser frut. Allt fr att "kontrollera" hur konsensus lgger sig. Nr man ocks har slj sida som fr in corp-jobb samt betalda analyser s kommer alla lgga sig nra bolagets guidance. Rd flagga fr Verve Group $VER https://t.co/kVZ09E6WlN Jag har nog aldrig sett ett bolag med shr mnga betalda"
[X Link](https://x.com/10_ch_10/status/1935637858594832810) 2025-06-19T09:56Z 16.8K followers, 16.8K engagements
"The dark ages of Western gaming has just begun. Of course some bigger players and talented indie studios will continue to flourish but the crisis is just beginning. Stock picking will be even tougher going forward. https://youtu.be/bW1m_qzi4EMsi=-DP0V-HAvv-3NL5n https://youtu.be/bW1m_qzi4EMsi=-DP0V-HAvv-3NL5n"
[X Link](https://x.com/10_ch_10/status/1936041291202085042) 2025-06-20T12:39Z 16.8K followers, [----] engagements
"Tycker Verve:s vinstvarning vervgande bull fr bolaget; det betyder att det 1) faktiskt har en intktsdrivande verksamhet och 2) inte gr VAD som helst fr att pumpa siffrorna trots allt. Att bolaget r omjligt att analysera + att VV:n lckt ut i frvg () = annan 5:a. $VER"
[X Link](https://x.com/10_ch_10/status/1956185831024288148) 2025-08-15T02:47Z 16.8K followers, 15.7K engagements
"Hann se 2h gameplay frn Bloodlines [--] (PS5-versionen) som sedemera plockats ned frn Youtube av Paradox. Ungefr hlften av tiden var trkig dialog resten jankiga strider och springande fram och tillbaka i staden. Spelet ligger p plats [--] med [--] dagar kvar. $PDX"
[X Link](https://x.com/10_ch_10/status/1979142938018889878) 2025-10-17T11:10Z 16.8K followers, [----] engagements
"Dear god it's at [--] now. If there's any justice in this world the stock should be at [---] next week. Alas there isn't. $PDX #ShitCo"
[X Link](https://x.com/10_ch_10/status/1979217669648978350) 2025-10-17T16:07Z 16.8K followers, [----] engagements
"Hr kommer siffror som bevisar exakt hur stor flopp Bloodlines [--] kommer vara (frn R 2024). De [--] strsta spelen stod fr 67% av kapitaliserade utvecklingskostnader = c:a [----] MSEK. Spelet ligger runt plats [--] dagen fre slpp och kommer krascha fort. $PDX"
[X Link](https://x.com/10_ch_10/status/1980082336881590726) 2025-10-20T01:23Z 16.8K followers, [----] engagements
"Detta blev en lng men ndvndig trd. Ppeka grna om jag har fel i min analys av situationen (men snlla sluta sga att en engngspost p -700m+ r inprisad och inte kommer komma som en chock fr marknaden/de icke insatta)"
[X Link](https://x.com/10_ch_10/status/1980082372273139940) 2025-10-20T01:23Z 16.8K followers, [----] engagements
"3 big game releases today: Ninja Gaiden [--] (7k CCU top for now; obviously not prime time & its on PC Gamepass). Good reviews from press and players alike. Then we have JWE3 (still no reviews; semi-flop) and BL2 (mega-flop). $3635.T $MSFT $FDEV.L $PDX"
[X Link](https://x.com/10_ch_10/status/1980522189721063889) 2025-10-21T06:31Z 16.8K followers, [----] engagements
"Peak of 27k which is within my expectation of 20-30k. Reviews are mixed but at 53% at the moment which is higher than I expected we'll see how it develops as people get further into the game. JWE3 with 21k CCU is outselling it though which means that BL2 had OK pre-orders. I would expect mixed reviews and around 20k CCU top for JWE3 this week and mixed/mostly negative and 20-30k CCU for BL2 as well but it will drop much faster than the other [--] for obvious reasons. I only own shares in Koei. I would expect mixed reviews and around 20k CCU top for JWE3 this week and mixed/mostly negative and"
[X Link](https://x.com/10_ch_10/status/1980786328238506480) 2025-10-22T00:00Z 16.8K followers, [----] engagements
"To everyone who parrots "but muh core games and $PDX will never waste money on Vampire trash anymore" read this statement from Wester himself. Totally tone-deaf and full of empty praise citing the big outlets that are buddy-buddy with the company and ignoring all the criticism"
[X Link](https://x.com/10_ch_10/status/1980938191046844673) 2025-10-22T10:04Z 16.8K followers, [----] engagements
"Per-H "ChatGPT" Brjesson [--] - [--] TenchInvest $PDX"
[X Link](https://x.com/10_ch_10/status/1981314810416681447) 2025-10-23T11:00Z 16.8K followers, [----] engagements
"Carnegies small/microcap har nu Paradox som strsta innehav efter att ha kpt in sig under hsten. Undrar om de baserade sitt kp p fundamenta eller analys frn ChatGPT/Loveable. Tack till @lejooon"
[X Link](https://x.com/10_ch_10/status/1981654952222347495) 2025-10-24T09:32Z 16.8K followers, [----] engagements
"@lejooon EUV trendar inget vidare med [--] dagar kvar till release. Lite patetiskt med skadegldje men hoppas p en brakflopp s sekten och bolaget vaknar upp och skrper till sig. $PDX"
[X Link](https://x.com/10_ch_10/status/1981661543189328358) 2025-10-24T09:58Z 16.8K followers, [----] engagements
"Great release Congrats to the developer especially but also $DEVO.L 500k easily in a month and 1m next year. Next were looking forward to Quarantine Zone now in November. The demo had a crazy 17k CCU peak and 89% positive. Our first week in some numbers: 400000+ units sold 4000+ reviews 95% Overwhelmingly Positive reviews 34500+ peak concurrent players 1.3M+ hours watched on Twitch 5.6M views on VoDs [----] people used Twitch integration #4 on Steams Top Played on Steam Deck Woah. https://t.co/HNwgKc2Yu4 Our first week in some numbers: 400000+ units sold 4000+ reviews 95% Overwhelmingly"
[X Link](https://x.com/10_ch_10/status/1981739930155114656) 2025-10-24T15:09Z 16.8K followers, [----] engagements
"Hold (= sell) recs for $PDX from most analysts playing tag as usual. With [--] days until release for Europa Universalis V it sits at a sad #35 at GTS. Expectations have come down reasonably now as far as revenue is concerned. D&A still too low but all eyes on EUV now. π§"
[X Link](https://x.com/10_ch_10/status/1983443525040767444) 2025-10-29T07:59Z 16.8K followers, [----] engagements
"Europa Universalis p plats [--] med [--] dagar kvar till slpp. Fortfarande ingen nedskrivning av BL2; jag antar att man ursktar sig med att man behver invnta EUV:s presentation innan man gr ut med hur stor posten ska bli. Fortfarande inga recensioner ute s kommer vl p mndag"
[X Link](https://x.com/10_ch_10/status/1984229302221877671) 2025-10-31T12:01Z 16.8K followers, [----] engagements
"Jag rknar med att recensionerna kommer att landa p 80-85 men att spelet kommer knnas vldigt "early access" och att folket kommer klaga p att det sljs till fullpris (60 EUR) vilket r det dyraste $PDX ngonsin lanserat ett strategispel fr. Dess strsta konkurrent r EU4"
[X Link](https://x.com/10_ch_10/status/1984229304256065947) 2025-10-31T12:01Z 16.8K followers, [----] engagements
"Det har brjat trilla in recensioner fr EUV och det ligger i nulget [--] pong hgre n Victoria [--] p OC och [--] p MC. Jag har pljt en del recensioner och justerar upp mitt bear case till 500k ex i r base 700k och bull 1m. Det finns dock en hel del orosfaktorer. $PDX"
[X Link](https://x.com/10_ch_10/status/1984547807219630287) 2025-11-01T09:07Z 16.8K followers, 11.4K engagements
"S att g in tungt p mndag bara baserat p kritikerrecensionerna r inget jag gr. Visar det sig att spelet gr hem hos spelarna p tisdag kper jag hellre till ett lite hgre pris p onsdag n riskerar att ligga ver nnu en trasig release"
[X Link](https://x.com/10_ch_10/status/1984547814337335567) 2025-11-01T09:07Z 16.8K followers, [----] engagements
"Early EUV take: 71% positive which is sort of a relief especially since around 2/3 of the negative reviews are because of the game crashing (which it wouldn't according to the sect but ya). More concerning that some players with [---] hours complain about AI & blandness. $PDX Det har brjat trilla in recensioner fr EUV och det ligger i nulget [--] pong hgre n Victoria [--] p OC och [--] p MC. Jag har pljt en del recensioner och justerar upp mitt bear case till 500k ex i r base 700k och bull 1m. Det finns dock en hel del orosfaktorer. $PDX https://t.co/RzZ2cAzTOs Det har brjat trilla in recensioner fr EUV"
[X Link](https://x.com/10_ch_10/status/1985853358088077448) 2025-11-04T23:35Z 16.8K followers, [----] engagements
"Back at #1 passed Arc again. Up to 76% positive on English-speaking reviews from 72% and still at 73% on "all languages". If it can stabilize here or keep rising it's in safe zone territory and some glory is restored to $PDX. This could result in the company's first SEK 1bn Q"
[X Link](https://x.com/10_ch_10/status/1985977501953507632) 2025-11-05T07:48Z 16.8K followers, [----] engagements
"Gaming portfolio [--------]. My calculations say I'm up 45-50% over both of my portfolios YTD and I think the gaming one has gone better than the π΄one even though I took a maximum mortgage in April and bought $NVDA @ $88 & other names that have gone 50-100%+ @ rock bottom-ish"
[X Link](https://x.com/10_ch_10/status/1986419926249476476) 2025-11-06T13:06Z 16.8K followers, [----] engagements
"So yeah been another crazy year and the timing of closing my mortgage last year and re-opening it at max level at the perfect time has OFC helped. I have made one costly mistake: not dumping all of $TBLD when it was obvious that Kingmakers would be delayed"
[X Link](https://x.com/10_ch_10/status/1986419928627581200) 2025-11-06T13:06Z 16.8K followers, [---] engagements
"The DeNa ($2432.T) position is a fumbly exposure to the Pokemon craze that will continue into next year with the 30th anniversary and a new mainline title. DeNa is the developer of the mobile Pokemon Trading Card game. Their guidance for this FY is low-balled AF"
[X Link](https://x.com/10_ch_10/status/1986419932356354308) 2025-11-06T13:06Z 16.8K followers, [---] engagements
"I've written enough about $PDX lately. Koei has a strong pipe for this FY Q2 was a crazy beat but they still didn't up their guidance despite having their strongest pipe in a long time for this FY. Holding out. $CRJ.WA is still ice cold = I bought some more for StarRupture"
[X Link](https://x.com/10_ch_10/status/1986419934147322328) 2025-11-06T13:06Z 16.8K followers, [----] engagements
"EUV 82% positive now with 91% positive from those with 20h in the game which means that the overall score will continue to trend up. It also managed to reach 70k CCU again yesterday and holds up on a very competitive GTS; good retention. π $PDX"
[X Link](https://x.com/10_ch_10/status/1987303715074941406) 2025-11-08T23:38Z 16.8K followers, [----] engagements
"Jag har aldrig varit s mycket back p en position som mina nuvarande i DeNa och Paradox. I absoluta tal d. Varfr $PDX gr ned hela tiden r lite frvnande med tanke p att EUV blev lyckat (men kunde grna slja lite mer) och man nu i princip har allt in-house frutom PA2"
[X Link](https://x.com/10_ch_10/status/1991085779469128133) 2025-11-19T10:06Z 16.8K followers, [----] engagements
"Jag slr p en dd hst nu men skte p Tin och upptckte att de r ned otroliga 20% i r. Helt otroligt att de prickat in nstan varenda surdeg i r - inklusive deras "kassaproxy" Novo. De har vrkt ut aktier i $PDX (troligtvis pga utflden) vilket frklarar en del av nedgngen"
[X Link](https://x.com/10_ch_10/status/1991158097520300072) 2025-11-19T14:54Z 16.8K followers, 91.1K engagements
"Helt otrolig fond verkligen. Trkigt nog fr mig kan detta betyda att de mste vrka ut nnu mer $PDX allt eftersom folk frstr hur kassa de r. Jag slr p en dd hst nu men skte p Tin och upptckte att de r ned otroliga 20% i r. Helt otroligt att de prickat in nstan varenda surdeg i r - inklusive deras "kassaproxy" Novo. De har vrkt ut aktier i $PDX (troligtvis pga utflden) vilket frklarar en del av nedgngen https://t.co/saGIG6jxCj Jag slr p en dd hst nu men skte p Tin och upptckte att de r ned otroliga 20% i r. Helt otroligt att de prickat in nstan varenda surdeg i r - inklusive deras "kassaproxy""
[X Link](https://x.com/10_ch_10/status/1992918129748722042) 2025-11-24T11:28Z 16.8K followers, 112.8K engagements
"After actually reading the total cost was 750m which is exactly in line with my expectations. But now the balance sheet is clean except for Prison Architect [--] & the upcoming strategy games could take the company to a new level while they bank on DLCs. $PDX Dr kom den. Tror det nd r ett non-event. Kanske rent av positivt d balansrkningen nu r renare. $PDX https://t.co/BarcQmHetb Dr kom den. Tror det nd r ett non-event. Kanske rent av positivt d balansrkningen nu r renare. $PDX https://t.co/BarcQmHetb"
[X Link](https://x.com/10_ch_10/status/1993817955663270037) 2025-11-26T23:03Z 16.8K followers, [----] engagements
"Roligt att alla banker kommer p samtidigt nu att Paradox r superduperkvalitet efter att Vampire (budget helt enl mina est) skrivits av helt (tog [--] veckor lngre n fr frra floppen av ngn anledning) + att EUV blivit en succ tminstone betygs- och retentionmssigt. π $PDX"
[X Link](https://x.com/10_ch_10/status/1994309022724575746) 2025-11-28T07:34Z 16.8K followers, [----] engagements
"Paradox $PDX fortstter att imponera - nu ned sju dagar p raken (verkar vara ett tema fr portfljen p sistone). Men men; fortstter att hodla och om den gr under [---] s blir det en kamikaze-dubbling"
[X Link](https://x.com/10_ch_10/status/1998332741163561125) 2025-12-09T10:03Z 16.8K followers, 10.6K engagements
"Snart vrd att skriva ut och stta upp p vggen. Gr rakt emot Kavastu och kper hela vgen ned. Bolaget har aldrig varit billigare och renare. Det blir bra till slut och jag kan tnka mig att size:a upp till 30-50% av portfljen om vi nr ett implicit EV p runt 10md. $PDX"
[X Link](https://x.com/10_ch_10/status/1999091508084187555) 2025-12-11T12:18Z 16.8K followers, 31.1K engagements
"Verkar som att TIN skulle likvidera deluxe igr med tanke p nedgngarna i vissa bolag. Nr ska detta sljtryck ta slut $PDX $EMBRAC $SUS $SECTRA $LIME och s har dessa tjommar mage att starta en ny fond. π"
[X Link](https://x.com/10_ch_10/status/2007250875581116917) 2026-01-03T00:41Z 16.8K followers, 16.9K engagements
"Krftgngen fortstter med portfljen snart ned 15% i r. Ondligt sljflde i $PDX den frmsta boven. Gjorde en brsning och slde Creepyjar p absoluta botten i fjol innan den drog 50-60% p ngra dagar denna vecka. Hoppas kunna fimpa hela JP-portfljen p Q3:orna. π"
[X Link](https://x.com/10_ch_10/status/2009586172864217368) 2026-01-09T11:20Z 16.8K followers, [----] engagements
"Tack Betsson fr att du drar med dig andra spelbolag ned i avgrunden $PDX $EMBRAC $ASMDEE"
[X Link](https://x.com/10_ch_10/status/2012120194018332831) 2026-01-16T11:10Z 16.8K followers, 16.5K engagements
"Dr fll den sista generalen och sagan om det svenska (noterade) spelundret ndde ett sorgligt slut. Min strsta frlust p en trade ngonsin med gigantisk marginal (i absoluta tal). I % inte lika mycket (25% av portfljvrdet). nd inte slt allt i hopp om kprekar. π $PDX"
[X Link](https://x.com/10_ch_10/status/2016811497717191114) 2026-01-29T09:51Z 16.8K followers, 24.9K engagements
"πΌPortfolio update 20240618πΌ + c:a 38% YTD Sold: $UBI (+5%) Decreased: $FDEV (+120%) Increased: SEGA $6460.T $TTWO Bought: Square-Enix $9684.T Cash pile likely to be re-invested in Take-Two or more Square-Enix. I want $PDX but I'll keep being patient"
[X Link](https://x.com/10_ch_10/status/1803004448098144465) 2024-06-18T09:58Z 16.8K followers, 11.7K engagements
"In other news I think its game over for $FDEV.L as JWE3 is slipping rapidly in the charts and the CCU top wont be much higher than JWE2. Maybe 300k units this year which would cover about half of the dev costs. PW incoming $TBLD is a disaster but Ill hold it until Kingmakers"
[X Link](https://x.com/10_ch_10/status/1981739933913301138) 2025-10-24T15:09Z 16.8K followers, [----] engagements
"@NordnetInvestor Fantastiskt hittills iaf. Kan fra ver SEK frn svensk bank dit utan avgifter och sedan vxla till valfri valuta till ngra promilles spread vs spot som sagt. Drutver har de gratis digitalt VISA-kort"
[X Link](https://x.com/10_ch_10/status/2017217297983898068) 2026-01-30T12:44Z 16.8K followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@10_ch_10 TenchInvestTenchInvest posts on X about $pdx, $ttwo, av, gaming the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence cryptocurrencies 33.93% gaming 14.29% finance 13.39% stocks 13.39% technology brands 6.25% currencies 5.36% countries 2.68% products 2.68% luxury brands 1.79% fashion brands 1.79%
Social topic influence $pdx #1, $ttwo #4, av 8.93%, gaming 8.04%, $embrac #1, $7974t 6.25%, $ver 6.25%, nintendo 5.36%, $cdrwa 5.36%, $3635t #38
Top accounts mentioned or mentioned by @orcaazoo @arilsmeninger @gameinvest2 @lejooon @_thegrumpygamer @compoundingev @rc_vanderburght @hallonhh @stoneflanders @thegrumpygamer @steveengels1 @nordnetinvestor @gurr_snurr @hallon_hh @stone_flanders @klaxovich @jrunestam @niurn_writes @dungeoninvest @mikefritzell
Top assets mentioned PDX Coin (PDX) Take-Two Interactive Software, Inc. (TTWO) Unity Software Inc. (U) Millicom International Cellular S.A. Common Stock (TIGO) Activision Blizzard, Inc. (ATVI)
Top posts by engagements in the last [--] hours
"Beat and raise (as expected) from Take-Two rewarding it with a likely ephemeral +3-4% in after hours trading after being beaten down to a pulp on AI FUD. Might be one of the most important conf calls ever for the company & industry. $TTWO"
X Link 2026-02-03T21:29Z 16.8K followers, [----] engagements
"All gaming getting dumped again now on Unity $U earnings which has [--] impact on game developers. Also they missed guidance by 1% OFC its a ShitCo with ridiculous SBC and should never have had a lofty valuation but thats beside the point"
X Link 2026-02-11T23:12Z 16.8K followers, [----] engagements
"Year-end porfolio update and assorted thoughts. The year ended at +39.6% after fees (+/- a few % for possible miscalculations) after topping at c:a 53% elevating my 12-year CAGR to 30.98%. Main contributors were Capcom $EMBRAC SEGA $TTWO & $TIGO; detractors $PDX Koei & DeNa"
X Link 2025-12-31T06:13Z 16.8K followers, 21.1K engagements
"Yet another AA flop signed Embracer. This time based on an own legacy IP by an in-house studio that will have to be shut down. Next week theres Reanimal which I think will be a good game but ultimately result in another RoI blunder and studio closure. $EMBRAC"
X Link 2026-02-07T12:01Z 16.8K followers, [----] engagements
"@Arilsmeninger FCF is down yoy despite cutting down on costs Net debt incl max earnouts is 5-6bn"
X Link 2026-02-10T08:24Z 16.8K followers, [--] engagements
"The official (bought by $TTWO some time ago) GTAV role-playing platform FiveM has appeared as a separate entity on SteamDB since a few days ago. I dont know what kind of implications this has but interesting nonetheless"
X Link 2026-02-12T01:47Z 16.8K followers, [----] engagements
"Reviews for Tarsiers $EMBRAC Reanimal are in sitting at [--] now right in between the studios previous efforts. With an almost AAA budget it will need some incredible word of mouth to even break even (2m copies needed). Tough times"
X Link 2026-02-11T22:42Z 16.8K followers, [----] engagements
"This is the one gaming company where Im 100% comfortable with averaging down; theres no way that Nintendo will be disrupted by AI or anything else; their IP are S-class evergreens. While RAM and AI FUD might continue to pressure the stock short-term Im confident that putting money into the Herms of gaming at this point will give me a 50% return in [--] years the biggest scare being that Nikkei is at a bubbly ATH and could implode which would cause further massive outflows"
X Link 2026-02-12T03:46Z 16.8K followers, [----] engagements
"The probem with this drawdown is that my own portfolio is already down 20% from ATH while the indices have inflated during the same time span and are now due for a decline. Old rules don't apply this time either; $TTWO was a safe haven stock before; not anymore"
X Link 2026-02-12T23:43Z 16.8K followers, [----] engagements
"Translation: the rumored Witcher [--] is probably real and they expect PLN 5bn in profit to be the absolute worst case scenario as they want this incentive programme to be in the money with 100% certainity. Or Im coping. Long $CDR.WA - please save me Poland. Today CD PROJEKT Management Board proposed an ambitious earnings goal for the 2026-2029 tranche of the Incentive Program. This goal will be achieved by reaching a cumulative net profit of [--] billion PLN. The proposal will be voted on at the upcoming Extraordinary General Meeting Today CD PROJEKT Management Board proposed an ambitious earnings"
X Link 2026-02-13T01:27Z 16.8K followers, [----] engagements
"Bara en tidsfrga innan ngot liknande lanseras i Sverige efter att sossarna tagit ver Rcker ju inte med att betala ckliga 1% i ISK-skatt ven ett r d man ligger snuskigt mycket back. π« π NEW: Dutch Parliament Member Michel Hoogeveen explains how the 36% unrealized capital gains tax just passed by the House of Representatives will work. Here is a more detailed example: Step [--]. Starting position You own [---] shares. Value on Jan [--] 2028: [-----] Value on Jan https://t.co/GYeAN9jlJ6 NEW: Dutch Parliament Member Michel Hoogeveen explains how the 36% unrealized capital gains tax just passed by the"
X Link 2026-02-13T04:11Z 16.8K followers, 19.5K engagements
"Nstan -90% i ett bolag med ett brsvrde p hela 4md mste nog vara det brutalaste jag sett p svenska brsen. [-----] avanzianer ger (i linje med $PDX π). $SYNACT"
X Link 2023-09-04T14:29Z 16.8K followers, 94.5K engagements
"Detta r Brsen. $KER.PA $RMS.PA $MC.PA"
X Link 2024-09-24T08:22Z 16.8K followers, [----] engagements
"Gillar inte bolaget och har nog aldrig gtt plus p mina sm swingar i det men har tagit en chansposition i $MAGI trots att det knns lite sent men hoppas p ytterligare en boom- och (frmodligen) bustcykel i aktien. Absolut inte lngsiktig. $MAGI har brjat accelerera uppskalningen av Crozzle. Under sista veckorna i juni r UA ungefr [--] med genomsnittet av Q3. Spelet sgs vara det tredje strsta sett till intkter i juni och den har redan gtt om Ruzzle och r pvg att g om Wordzee frhoppnings vis till Q4. $MAGI har brjat accelerera uppskalningen av Crozzle. Under sista veckorna i juni r UA ungefr [--] med"
X Link 2025-06-26T14:41Z 16.8K followers, 19.4K engagements
"While the looong waiting game for Witcher [--] and subsequent releases continues Cyberpunk comes with a new update and rakes in high margin cash again as well as being one of the top 3rd party games on Switch [--] retailing for [-----]. $CDR.WA is now my 3rd biggest position"
X Link 2025-08-06T02:49Z 16.8K followers, [----] engagements
"Fr den som r intresserad: Paradox nedskrivning av den senaste storfloppen Lamplighters league kom redan en vecka efter slpp enligt EU-direktiv. Man kan sledes frvnta sig att nedskrivningen av BL2 p 500m+ kommer att trilla in kanske redan innan mnadsslutet. $PDX"
X Link 2025-10-21T12:08Z 16.8K followers, [----] engagements
"Det r svrt med aktier. Undrar varfr $PDX gr ned nu; r det pga kortsiktiga release-traders att EUV:s CCU peakade lgre igr n p releasedagen att man pltsligt r rdd fr BL2 som var helt irrelevant tidigare eller fr att EUV framstr som fr nischat"
X Link 2025-11-06T08:37Z 16.8K followers, [----] engagements
"EUV uppe i 79% nu (fr se om Finwire tycker att det gr frn "blandade betyg ("mostly positive" med 72%)" till "vldigt positiva" nr det slr ver till [--] ("very positive"). De med 10h i spelet har nmligen lagt 84% positiva recensioner. #brndbull $PDX"
X Link 2025-11-06T11:33Z 16.8K followers, [----] engagements
"Big: Paradox $PDX parts ways with Colossal Order and moves Cities Skylines to the internal studio Iceflake. This likely means no more royalties to Colossal Order = higher margins long-term if Iceflake doesn't fumble the franchise up"
X Link 2025-11-17T13:39Z 16.8K followers, [----] engagements
"N dags fr lite fler frVerve eller vad sger ni [--] st r ju inget att komma med. Stort grattis till tagarna i den senaste emissionen p 28kr i juni Vi vet ju att Oaktrees slaskfond r med s vad kan g fel Bara [--] miljarder i nettoskuld inkl earnouts nu. $VER"
X Link 2025-11-21T13:15Z 16.8K followers, [----] engagements
"Hur mycket kommer Paradox $PDX krascha idag som mest (obs: ger aktier) 10% 10-15% 20% 15-20% 10% 10-15% 20% 15-20%"
X Link 2025-11-27T05:49Z 16.8K followers, 11.8K engagements
"Seems like CD Projekt might actually have a final DLC for Witcher [--] cooking which would be very bullish; the game has sold 60-70m units. 2nd biggest position now. $CDR.WA"
X Link 2026-01-02T23:35Z 16.8K followers, [----] engagements
"A little ironic since the Polish gaming companies have done relatively well compared to Western peers but welcome. I only own $CDR and $OML.P but am considering $BLOOB too. https://www.resetera.com/threads/bankier-pl-polish-gamedev-in-crisis-the-government-will-develop-a-development-strategy-for-the-industry.1402807/ https://www.resetera.com/threads/bankier-pl-polish-gamedev-in-crisis-the-government-will-develop-a-development-strategy-for-the-industry.1402807/"
X Link 2026-01-12T04:12Z 16.8K followers, [----] engagements
"Kprek (215 - 205kr) fr Paradox $PDX kom frn Carnegie i fredags eftermiddag. I stort sett r deras estimat fr Q4 i linje med mina men jag tror det finns chans fr verraskning p topplinjen. Det ligger [--] interna strategispel i pipen som borde komma [--] eller [--] $PDX"
X Link 2026-01-12T07:28Z 16.8K followers, [----] engagements
"Pretty funny if true. $EMBRAC $ATVI https://www.gamefile.news/p/bobby-kotick-activision-microsoft-ap7-lawsuit-embracer-group https://www.gamefile.news/p/bobby-kotick-activision-microsoft-ap7-lawsuit-embracer-group"
X Link 2026-01-15T01:13Z 16.8K followers, [----] engagements
"Top downloaded PS5 games last year. NBA is totally killing it [--] being the best entry since forever; GTAV had its biggest year since [--] at the very least despite being [--] years old. Take-Two's report on Feb 5th will be a historical beat and raise Considering a big bet. $TTWO"
X Link 2026-01-15T02:00Z 16.8K followers, [----] engagements
"$CDR.WA has been on a tear these past days and grown to become my biggest position. Classic Polish leak Ideally wed see a Witcher [--] Expansion releasing soon and then kicking off the W4 hypetrain for real. CDPR stock has recently taken a big lift. There is no known catalyst to why however. No fiscals No announcement. No reveal. Except new Witcher [--] merchandise they started selling recently. Maybe CDPR revealing TW3 3rd DLC reveal is imminent then SGF [----] is TW4 Trailer #2. https://t.co/aVgL3xdP9k CDPR stock has recently taken a big lift. There is no known catalyst to why however. No fiscals"
X Link 2026-01-16T05:33Z 16.8K followers, [----] engagements
"Vowed to never touch this #ShitCo again but couldn't keep my fingers off it when it was down 30% and now I'm losing money on this BS. But a market cap of 600mEUR is ridiculous and it's heavily shorted so there has to be a bounce to 5+. right Right $UBI.PA"
X Link 2026-01-22T10:29Z 16.8K followers, 11.7K engagements
"Koei reported today. A rather nothingburger report with ridiculously sanbagged guidance (about [--] profit in Q4 despite both Nioh [--] Project Zero [--] Remake and most importantly Pokemon Pokopia releasing (5m+ seller potential mid-term)). Almost 10% attach rate for Hyrule Warriors. Koei Tecmo announced Hyrule Warriors Age of Imprisonment has sold over [--] million units worldwide https://t.co/yNdqP3tmCM Koei Tecmo announced Hyrule Warriors Age of Imprisonment has sold over [--] million units worldwide https://t.co/yNdqP3tmCM"
X Link 2026-01-26T13:00Z 16.8K followers, [----] engagements
"I expect the share to plummet even further tomorrow because why not. It's by far my worst investment ever at this point (partly due to JPY's downfall) but my thesis has not changed so I will hold and possibly buy more if necessary. $3635.T"
X Link 2026-01-26T13:00Z 16.8K followers, [----] engagements
"For transparency: I have sold 1/3 of $PDX at a considerable loss as I think I misjudged the case from the get-go coupled with bad luck (RAM shortage FUD; USD dumping). Sold all $FDEV for a small profit. Will likely sell Capcom tomorrow. Increased $TTWO reduced non-gaming"
X Link 2026-01-27T13:06Z 16.8K followers, [----] engagements
"Having thought about it and read some posts from people that are more knowledgeable than me on the subject I conclude that this market reaction was/is completely retarded and I will buy even more $TTWO if it stays/goes lower from here. That feeling when your whole portfolio gets eradicated at once. So will Googles Genie [--] have: 1) actual quality gameplay stories and a cohesive world 2) any IP that can be legally used 3) most importantly: shared worlds/multiplayer I believe that the companies that went That feeling when your whole portfolio gets eradicated at once. So will Googles Genie 3"
X Link 2026-01-31T09:50Z 16.8K followers, 19.8K engagements
"Meanwhile Red Dead Redemption [--] (left) is posting its highest player activity since October [----] and GTAV (right) since August [--] on PlayStation. Great numbers on Steam as well. But everyone will be playing their own AI-made GTA-clone alone in a couple of years (months). $TTWO https://ps-timetracker.com/statistic/last-30-days https://ps-timetracker.com/statistic/last-30-days"
X Link 2026-02-01T11:19Z 16.8K followers, [----] engagements
"Verkar som att ChatGPT:s kprek inte funkade s bra fr Spiltan i Paradox. $PDX $SPLTN #ChatGPT"
X Link 2026-02-03T11:04Z 16.8K followers, 10.1K engagements
"Tin och Gaia fr stlla sig i skamvrn (tillsammans med mig): vi har en ny kung p frlorartronen. Grattis Lannebo Teknik Smbolag. Ned 12% i r INNAN innehav #3 (Karnov) och #13 (Vitrolife) fll handlst idag. Otroligt. ππ https://twitter.com/i/web/status/2018663959977763143 https://twitter.com/i/web/status/2018663959977763143"
X Link 2026-02-03T12:32Z 16.8K followers, 21.8K engagements
"Nintendo gets another 10% slash due to margin compression and fears of RAM shortage slowing the adoption of Switch [--] dragging the other JP names with it to hell and beyond. The share is finally coming down to levels where a long-term position is starting to make sense. And this is one of the few names where averging down will be comparatively easy on the mind. $NTDOY $7974.JP https://twitter.com/i/web/status/2018844447438688262 https://twitter.com/i/web/status/2018844447438688262"
X Link 2026-02-04T00:29Z 16.8K followers, [----] engagements
"The (almost at least) exhaustive global gaming company list which shows a dismal return YTD. I do have a handful of the few green ones (CDR BLOOB DEVO DeNa TBLD and OMLP) but that doesn't nearly compensate for Koei Paradox and Take-Two due to sizing. Getting numb"
X Link 2026-02-04T04:37Z 16.8K followers, [----] engagements
""Gotta be precise a clean [---] just doesn't do it." $TTWO"
X Link 2026-02-04T12:13Z 16.8K followers, [----] engagements
"Brjar bli otroligt tjatigt men TIN nollad sedan start efter idag Samtidigt har herrarna tagit xxx miljoner frn smspararna"
X Link 2026-02-05T11:07Z 16.8K followers, 20.6K engagements
"@GameInvest2 Its Italy and they are not super efficient so I dont see how their dev costs could be low enough to be profitable with these numbers"
X Link 2026-02-08T00:07Z 16.8K followers, [---] engagements
"Nioh [--] doing very well on Steam despite aggressive pricing (79.99/$69.99 etc). The players seem to think its the best in the series and it will likely have a strong long tail. My case for Koei is basically playing out as I hoped it would except that my timing was way off. Next up is Project Zero [--] Remake and most importantly Pokemon Pokopia next month. Never been down this much on a stock but I will persevere $3635.T"
X Link 2026-02-08T11:14Z 16.8K followers, [----] engagements
"Looks like Pokopia might be the hit that Koei stock needs to gain some energy back. Switch [--] owners are starved for new games Pokopia will speak to both the Animal Crossing and Pokemom fans and Pokemons 30th anniversary will only add to the hype. π€ $3635.T $NTDOY $7974.T Final Previews for Pokemon Pokopia have dropped. It sounds like this is a dream game for people who always wanted a Pokemon Life Sim. Many of the previewers seemed surprised at how much they ended up enjoying it https://t.co/Hy9RxYF6eB Final Previews for Pokemon Pokopia have dropped. It sounds like this is a dream game for"
X Link 2026-02-11T22:40Z 16.8K followers, [----] engagements
"I have begun averaging into Nintendo at these levels. It took a while for the stock to reach the point where a long-term position (2 years) started to make sense. The whole run-up to the Switch [--] release has been deleted whilst the JPY has plummeted; its down 50% from the lofty highs measured in SEK. $NTDOY $7974.JP"
X Link 2026-02-12T03:46Z 16.8K followers, [----] engagements
"$EMBRAC 3% miss on topline but stronger profitability than expected. FCF slightly negative for the quarter and -800mSEK R9M. Guidance re-iterated-ish. Enough for a relief-rally The numbers look horrible on their own. No position"
X Link 2026-02-12T06:10Z 16.8K followers, [----] engagements
"@Hallon_HH Tracker if you're lazy and trust AVA otherwise get another broker and buy it in Japan through telephone"
X Link 2026-02-12T07:46Z 16.8K followers, [--] engagements
"@stone_flanders Unity dump"
X Link 2026-02-12T07:56Z 16.8K followers, [---] engagements
"@OrcaaZoo I sold at the bottom on report day at a big loss :)"
X Link 2026-02-12T10:11Z 16.8K followers, [--] engagements
"@_TheGrumpyGamer New and/or Stellaris 2"
X Link 2026-02-13T12:36Z 16.8K followers, [--] engagements
"Earth as seen from orbit in the year of [----] π½ $EMBRAC"
X Link 2021-12-21T08:14Z 16.8K followers, [---] engagements
"Sger hej d till Avanza (det enda som blir kvar r en Take Two-bull som fr ligga och blda ut). Undermlig teknik bristfllig tillgng till utlndska marknader avsaknad av valutakonto och bekvmligheten i en konsoliderad frmgenhet r anledningarna. π"
X Link 2024-08-06T14:44Z 16.8K followers, 63.3K engagements
"@steveengels1 6460.T"
X Link 2024-08-14T17:21Z 16.8K followers, [--] engagements
"Kering/Gucci och LVMH havererar men Herms klarar av att vxa tvsiffrigt ven i den tuffaste av marknader. Buy quality cry once ven till P/E 40+. $RMS.PA $KER.PA $MC.PA"
X Link 2024-10-24T07:23Z 16.8K followers, [----] engagements
"What a year π"
X Link 2024-11-22T11:00Z 16.8K followers, 18.7K engagements
"I caved in and bought Koei Tecmo $3635.T. The latest Dynasty Warriors/Musou game is trending well and loved by the fans (96% on Steam) who bought it before release day (which is tomorrow). I think the companys guidance is severely sandbagged. This is a short-term position"
X Link 2025-01-16T00:30Z 16.8K followers, 12.7K engagements
"Avkastningsglappet mellan Tin Ny Teknik p [--] r r 115% till Nasdaq [---] och 74% till OMXS GI. Senaste genidraget de gjorde var att slja Embracer och behlla EVO och Novo. Fondbetyg: en stjrna. Kp aldrig aktivt frvaltade fonder med hg avgift och one-trick-pony-frvaltare"
X Link 2025-04-30T09:24Z 16.8K followers, 48.7K engagements
"$TBLD Kingmakers is already viral and will get is release date this week. It could bring in 2x market cap no problem. Other than that they have Streets of Rogue [--] and Sand the Game coming up both having solid metrics on Steam. $CDR Witcher [--] (2027+) trade. A bit late but okay"
X Link 2025-05-27T10:04Z 16.8K followers, [----] engagements
"The excessive cash position will either be employed into $CDR.WA and/or $TTWO until somehing else comes up on my radar"
X Link 2025-05-27T10:04Z 16.8K followers, [----] engagements
"A shame that I only had time to fill up 10% of the gaming portfolio with $CDR.WA at [---]. I think it will go to 400-500 ahead of the W4 launch though so still no reason not to buy more at these levels I guess. Full 4K image of The Witcher [--]. https://t.co/ifSsSwLB2f Full 4K image of The Witcher [--]. https://t.co/ifSsSwLB2f"
X Link 2025-06-03T14:32Z 16.8K followers, [----] engagements
"Placera str ver Verve och menar p att nedsidan r 100% om bolaget inte levererar enligt plan p en extremt svranalyserad och konkurrensutsatt marknad. Frdigvevat fr idag (kanske) $VER"
X Link 2025-06-19T12:19Z 16.8K followers, [----] engagements
"Now they're finally on the same score the two biggest flops in Swedish gaming history (although Saints Row had better RoI due to the Epic exclusivity money and BL2 has a lower Critics Recommend %). $PDX $EMBRAC"
X Link 2025-10-25T00:41Z 16.8K followers, [----] engagements
"- ndrad intktsredovisning - Svart lda - Inkluderar frvrv i tillvxt - Lmnar sklart megabull guidning - Nettoskulden kar - Bolagets verksamhet r att gra nyemissioner TenchInvest snker riktkursen fr Verve $VER till -5kr (0). Ingen rekommendation"
X Link 2025-11-18T07:44Z 16.8K followers, 15.5K engagements
"Doing some Lynching and am pleased to see the Atelier Ryza Collection (cheap remaster) for [-----] JPY being sold out on both Switch and PS5 almost everywhere causing ppl to have to buy it digitally at even higher margins for Koei. I increased my position again today. $3635.T"
X Link 2025-11-21T13:40Z 16.8K followers, [----] engagements
"Man blir lite sugen p att ta in Asmodee (och Nintendo) infr Pokemons 30-rsjubileum nsta r. Bda aktiernas grafer ser dock ut som misr (likt de flesta bolag jag har i portfljen). Vrderingarna OK nu men speciellt i Nintendos fall r estimaten ev fr hga. $ASMDEE $NTDOY"
X Link 2025-12-22T12:41Z 16.8K followers, 10.5K engagements
"Helvete. Betsson $BETS halverad p ett halvr. Risken som ett beroende av en enstaka kund samt politisk risk innebar manifesterades till slut trots haussande frn alla hll och kanter. Jag har sjlv gt aktien till och frn och hade mest tur att jag inte hngde med ned hr"
X Link 2026-01-19T08:07Z 16.8K followers, 14.7K engagements
"$UBI too little & too late. Bunches of cancellations (650m; prob includes BG&E2) and layoffs (not enough). PoP Remake cancelled although it was supposed to release NOW. Ultimately I dont think their IP & talent will be enough to survive long term. https://www.gamesindustry.biz/ubisoft-reveals-new-creative-house-structure-cancels-games-and-announces-final-round-of-cost-cutting-and-studio-closures-to-drive-200m-savings https://www.gamesindustry.biz/ubisoft-reveals-new-creative-house-structure-cancels-games-and-announces-final-round-of-cost-cutting-and-studio-closures-to-drive-200m-savings"
X Link 2026-01-21T21:59Z 16.8K followers, [----] engagements
"and now Nintendo is up 6% on rumors that they will have to halt Switch [--] production until Q3 due to memory shortage. This market is just too much. Yeah there might have been some analyst upgrade IDK but w/e. $NTDOY"
X Link 2026-01-23T04:32Z 16.8K followers, [----] engagements
"Frutom de algos som tryckte upp aktien p "vinstvarningen" verkar ingen kunna detta bolag p djupet Snart r aktien nollad sedan notering trots att de har frvrvat fr x antal fantasiljoner sedan dess och handlas till lgt ensiffrigt "adj ebitda". $VER Det nya r att leverera vinstvarningar med titlar som ". levererar starkt operativt resultat. driver organisk tillvxtkning och bruttomarginalkning" Samt letar efter saker att lyfta fram positivt och skyller missen p en kund som ftt "allvarliga finansiella problem". Det nya r att leverera vinstvarningar med titlar som ". levererar starkt operativt"
X Link 2026-01-27T09:10Z 16.8K followers, 26.2K engagements
"And just when we needed it Nintendo drops the worst report of all time with sales 246bn (-46% yoy) vs 295e and EBIT 54bn (-70% yoy) vs 87e. Sure its the bottom of the cycle but jeez. $NTDOY Its over for JP gaming and my portfolio"
X Link 2024-08-02T07:22Z 16.8K followers, 21.3K engagements
"Stellantis vinstvarnade fr ret och handlas nu till 1x EBIT med en FCF-yield p 61% fr [----] om analytikerna fr rtt. Det verkar inte vara ngra galna estimat om man kollar bolagets resultat frn tidigare r - eller r bilbranschen krd fr all framtid $STLAM"
X Link 2024-10-18T17:08Z 16.8K followers, [----] engagements
"Portfolio update [--------] +62% YTD (after fees) Sacrificed the minor positions to make room for Embracer also sold some Capcom and doubled up in SEGA on the recent slaughter. Splendid year without any losing trade even making up 1% of the total portfolio value"
X Link 2024-11-15T06:21Z 16.8K followers, 46.5K engagements
"Verve stiger p betalalys frn samma Kalle Anka-analyshus som tidigare. Jag gr vrlden en tjnst och kortar skiten. $VER https://www.placera.se/telegram/avanza/17_0c230f29-cde1-4fc0-88a4-89ca723aa012.html https://www.placera.se/telegram/avanza/17_0c230f29-cde1-4fc0-88a4-89ca723aa012.html"
X Link 2025-06-19T08:01Z 16.8K followers, 20.4K engagements
"Helt sjukt med shr mnga (betal)analyser p ett bolag med s pass litet marknadsvrde. Allt handlar om att frska hlla kursen under armarna i ett bolag med vrdels balansrkning som gr emissioner nr de enligt sekten har fantastiskt FCF och strlande framtid. $VER Jag har nog aldrig sett ett bolag med shr mnga betalda analyser frut. Allt fr att "kontrollera" hur konsensus lgger sig. Nr man ocks har slj sida som fr in corp-jobb samt betalda analyser s kommer alla lgga sig nra bolagets guidance. Rd flagga fr Verve Group $VER https://t.co/kVZ09E6WlN Jag har nog aldrig sett ett bolag med shr mnga betalda"
X Link 2025-06-19T09:56Z 16.8K followers, 16.8K engagements
"The dark ages of Western gaming has just begun. Of course some bigger players and talented indie studios will continue to flourish but the crisis is just beginning. Stock picking will be even tougher going forward. https://youtu.be/bW1m_qzi4EMsi=-DP0V-HAvv-3NL5n https://youtu.be/bW1m_qzi4EMsi=-DP0V-HAvv-3NL5n"
X Link 2025-06-20T12:39Z 16.8K followers, [----] engagements
"Tycker Verve:s vinstvarning vervgande bull fr bolaget; det betyder att det 1) faktiskt har en intktsdrivande verksamhet och 2) inte gr VAD som helst fr att pumpa siffrorna trots allt. Att bolaget r omjligt att analysera + att VV:n lckt ut i frvg () = annan 5:a. $VER"
X Link 2025-08-15T02:47Z 16.8K followers, 15.7K engagements
"Hann se 2h gameplay frn Bloodlines [--] (PS5-versionen) som sedemera plockats ned frn Youtube av Paradox. Ungefr hlften av tiden var trkig dialog resten jankiga strider och springande fram och tillbaka i staden. Spelet ligger p plats [--] med [--] dagar kvar. $PDX"
X Link 2025-10-17T11:10Z 16.8K followers, [----] engagements
"Dear god it's at [--] now. If there's any justice in this world the stock should be at [---] next week. Alas there isn't. $PDX #ShitCo"
X Link 2025-10-17T16:07Z 16.8K followers, [----] engagements
"Hr kommer siffror som bevisar exakt hur stor flopp Bloodlines [--] kommer vara (frn R 2024). De [--] strsta spelen stod fr 67% av kapitaliserade utvecklingskostnader = c:a [----] MSEK. Spelet ligger runt plats [--] dagen fre slpp och kommer krascha fort. $PDX"
X Link 2025-10-20T01:23Z 16.8K followers, [----] engagements
"Detta blev en lng men ndvndig trd. Ppeka grna om jag har fel i min analys av situationen (men snlla sluta sga att en engngspost p -700m+ r inprisad och inte kommer komma som en chock fr marknaden/de icke insatta)"
X Link 2025-10-20T01:23Z 16.8K followers, [----] engagements
"3 big game releases today: Ninja Gaiden [--] (7k CCU top for now; obviously not prime time & its on PC Gamepass). Good reviews from press and players alike. Then we have JWE3 (still no reviews; semi-flop) and BL2 (mega-flop). $3635.T $MSFT $FDEV.L $PDX"
X Link 2025-10-21T06:31Z 16.8K followers, [----] engagements
"Peak of 27k which is within my expectation of 20-30k. Reviews are mixed but at 53% at the moment which is higher than I expected we'll see how it develops as people get further into the game. JWE3 with 21k CCU is outselling it though which means that BL2 had OK pre-orders. I would expect mixed reviews and around 20k CCU top for JWE3 this week and mixed/mostly negative and 20-30k CCU for BL2 as well but it will drop much faster than the other [--] for obvious reasons. I only own shares in Koei. I would expect mixed reviews and around 20k CCU top for JWE3 this week and mixed/mostly negative and"
X Link 2025-10-22T00:00Z 16.8K followers, [----] engagements
"To everyone who parrots "but muh core games and $PDX will never waste money on Vampire trash anymore" read this statement from Wester himself. Totally tone-deaf and full of empty praise citing the big outlets that are buddy-buddy with the company and ignoring all the criticism"
X Link 2025-10-22T10:04Z 16.8K followers, [----] engagements
"Per-H "ChatGPT" Brjesson [--] - [--] TenchInvest $PDX"
X Link 2025-10-23T11:00Z 16.8K followers, [----] engagements
"Carnegies small/microcap har nu Paradox som strsta innehav efter att ha kpt in sig under hsten. Undrar om de baserade sitt kp p fundamenta eller analys frn ChatGPT/Loveable. Tack till @lejooon"
X Link 2025-10-24T09:32Z 16.8K followers, [----] engagements
"@lejooon EUV trendar inget vidare med [--] dagar kvar till release. Lite patetiskt med skadegldje men hoppas p en brakflopp s sekten och bolaget vaknar upp och skrper till sig. $PDX"
X Link 2025-10-24T09:58Z 16.8K followers, [----] engagements
"Great release Congrats to the developer especially but also $DEVO.L 500k easily in a month and 1m next year. Next were looking forward to Quarantine Zone now in November. The demo had a crazy 17k CCU peak and 89% positive. Our first week in some numbers: 400000+ units sold 4000+ reviews 95% Overwhelmingly Positive reviews 34500+ peak concurrent players 1.3M+ hours watched on Twitch 5.6M views on VoDs [----] people used Twitch integration #4 on Steams Top Played on Steam Deck Woah. https://t.co/HNwgKc2Yu4 Our first week in some numbers: 400000+ units sold 4000+ reviews 95% Overwhelmingly"
X Link 2025-10-24T15:09Z 16.8K followers, [----] engagements
"Hold (= sell) recs for $PDX from most analysts playing tag as usual. With [--] days until release for Europa Universalis V it sits at a sad #35 at GTS. Expectations have come down reasonably now as far as revenue is concerned. D&A still too low but all eyes on EUV now. π§"
X Link 2025-10-29T07:59Z 16.8K followers, [----] engagements
"Europa Universalis p plats [--] med [--] dagar kvar till slpp. Fortfarande ingen nedskrivning av BL2; jag antar att man ursktar sig med att man behver invnta EUV:s presentation innan man gr ut med hur stor posten ska bli. Fortfarande inga recensioner ute s kommer vl p mndag"
X Link 2025-10-31T12:01Z 16.8K followers, [----] engagements
"Jag rknar med att recensionerna kommer att landa p 80-85 men att spelet kommer knnas vldigt "early access" och att folket kommer klaga p att det sljs till fullpris (60 EUR) vilket r det dyraste $PDX ngonsin lanserat ett strategispel fr. Dess strsta konkurrent r EU4"
X Link 2025-10-31T12:01Z 16.8K followers, [----] engagements
"Det har brjat trilla in recensioner fr EUV och det ligger i nulget [--] pong hgre n Victoria [--] p OC och [--] p MC. Jag har pljt en del recensioner och justerar upp mitt bear case till 500k ex i r base 700k och bull 1m. Det finns dock en hel del orosfaktorer. $PDX"
X Link 2025-11-01T09:07Z 16.8K followers, 11.4K engagements
"S att g in tungt p mndag bara baserat p kritikerrecensionerna r inget jag gr. Visar det sig att spelet gr hem hos spelarna p tisdag kper jag hellre till ett lite hgre pris p onsdag n riskerar att ligga ver nnu en trasig release"
X Link 2025-11-01T09:07Z 16.8K followers, [----] engagements
"Early EUV take: 71% positive which is sort of a relief especially since around 2/3 of the negative reviews are because of the game crashing (which it wouldn't according to the sect but ya). More concerning that some players with [---] hours complain about AI & blandness. $PDX Det har brjat trilla in recensioner fr EUV och det ligger i nulget [--] pong hgre n Victoria [--] p OC och [--] p MC. Jag har pljt en del recensioner och justerar upp mitt bear case till 500k ex i r base 700k och bull 1m. Det finns dock en hel del orosfaktorer. $PDX https://t.co/RzZ2cAzTOs Det har brjat trilla in recensioner fr EUV"
X Link 2025-11-04T23:35Z 16.8K followers, [----] engagements
"Back at #1 passed Arc again. Up to 76% positive on English-speaking reviews from 72% and still at 73% on "all languages". If it can stabilize here or keep rising it's in safe zone territory and some glory is restored to $PDX. This could result in the company's first SEK 1bn Q"
X Link 2025-11-05T07:48Z 16.8K followers, [----] engagements
"Gaming portfolio [--------]. My calculations say I'm up 45-50% over both of my portfolios YTD and I think the gaming one has gone better than the π΄one even though I took a maximum mortgage in April and bought $NVDA @ $88 & other names that have gone 50-100%+ @ rock bottom-ish"
X Link 2025-11-06T13:06Z 16.8K followers, [----] engagements
"So yeah been another crazy year and the timing of closing my mortgage last year and re-opening it at max level at the perfect time has OFC helped. I have made one costly mistake: not dumping all of $TBLD when it was obvious that Kingmakers would be delayed"
X Link 2025-11-06T13:06Z 16.8K followers, [---] engagements
"The DeNa ($2432.T) position is a fumbly exposure to the Pokemon craze that will continue into next year with the 30th anniversary and a new mainline title. DeNa is the developer of the mobile Pokemon Trading Card game. Their guidance for this FY is low-balled AF"
X Link 2025-11-06T13:06Z 16.8K followers, [---] engagements
"I've written enough about $PDX lately. Koei has a strong pipe for this FY Q2 was a crazy beat but they still didn't up their guidance despite having their strongest pipe in a long time for this FY. Holding out. $CRJ.WA is still ice cold = I bought some more for StarRupture"
X Link 2025-11-06T13:06Z 16.8K followers, [----] engagements
"EUV 82% positive now with 91% positive from those with 20h in the game which means that the overall score will continue to trend up. It also managed to reach 70k CCU again yesterday and holds up on a very competitive GTS; good retention. π $PDX"
X Link 2025-11-08T23:38Z 16.8K followers, [----] engagements
"Jag har aldrig varit s mycket back p en position som mina nuvarande i DeNa och Paradox. I absoluta tal d. Varfr $PDX gr ned hela tiden r lite frvnande med tanke p att EUV blev lyckat (men kunde grna slja lite mer) och man nu i princip har allt in-house frutom PA2"
X Link 2025-11-19T10:06Z 16.8K followers, [----] engagements
"Jag slr p en dd hst nu men skte p Tin och upptckte att de r ned otroliga 20% i r. Helt otroligt att de prickat in nstan varenda surdeg i r - inklusive deras "kassaproxy" Novo. De har vrkt ut aktier i $PDX (troligtvis pga utflden) vilket frklarar en del av nedgngen"
X Link 2025-11-19T14:54Z 16.8K followers, 91.1K engagements
"Helt otrolig fond verkligen. Trkigt nog fr mig kan detta betyda att de mste vrka ut nnu mer $PDX allt eftersom folk frstr hur kassa de r. Jag slr p en dd hst nu men skte p Tin och upptckte att de r ned otroliga 20% i r. Helt otroligt att de prickat in nstan varenda surdeg i r - inklusive deras "kassaproxy" Novo. De har vrkt ut aktier i $PDX (troligtvis pga utflden) vilket frklarar en del av nedgngen https://t.co/saGIG6jxCj Jag slr p en dd hst nu men skte p Tin och upptckte att de r ned otroliga 20% i r. Helt otroligt att de prickat in nstan varenda surdeg i r - inklusive deras "kassaproxy""
X Link 2025-11-24T11:28Z 16.8K followers, 112.8K engagements
"After actually reading the total cost was 750m which is exactly in line with my expectations. But now the balance sheet is clean except for Prison Architect [--] & the upcoming strategy games could take the company to a new level while they bank on DLCs. $PDX Dr kom den. Tror det nd r ett non-event. Kanske rent av positivt d balansrkningen nu r renare. $PDX https://t.co/BarcQmHetb Dr kom den. Tror det nd r ett non-event. Kanske rent av positivt d balansrkningen nu r renare. $PDX https://t.co/BarcQmHetb"
X Link 2025-11-26T23:03Z 16.8K followers, [----] engagements
"Roligt att alla banker kommer p samtidigt nu att Paradox r superduperkvalitet efter att Vampire (budget helt enl mina est) skrivits av helt (tog [--] veckor lngre n fr frra floppen av ngn anledning) + att EUV blivit en succ tminstone betygs- och retentionmssigt. π $PDX"
X Link 2025-11-28T07:34Z 16.8K followers, [----] engagements
"Paradox $PDX fortstter att imponera - nu ned sju dagar p raken (verkar vara ett tema fr portfljen p sistone). Men men; fortstter att hodla och om den gr under [---] s blir det en kamikaze-dubbling"
X Link 2025-12-09T10:03Z 16.8K followers, 10.6K engagements
"Snart vrd att skriva ut och stta upp p vggen. Gr rakt emot Kavastu och kper hela vgen ned. Bolaget har aldrig varit billigare och renare. Det blir bra till slut och jag kan tnka mig att size:a upp till 30-50% av portfljen om vi nr ett implicit EV p runt 10md. $PDX"
X Link 2025-12-11T12:18Z 16.8K followers, 31.1K engagements
"Verkar som att TIN skulle likvidera deluxe igr med tanke p nedgngarna i vissa bolag. Nr ska detta sljtryck ta slut $PDX $EMBRAC $SUS $SECTRA $LIME och s har dessa tjommar mage att starta en ny fond. π"
X Link 2026-01-03T00:41Z 16.8K followers, 16.9K engagements
"Krftgngen fortstter med portfljen snart ned 15% i r. Ondligt sljflde i $PDX den frmsta boven. Gjorde en brsning och slde Creepyjar p absoluta botten i fjol innan den drog 50-60% p ngra dagar denna vecka. Hoppas kunna fimpa hela JP-portfljen p Q3:orna. π"
X Link 2026-01-09T11:20Z 16.8K followers, [----] engagements
"Tack Betsson fr att du drar med dig andra spelbolag ned i avgrunden $PDX $EMBRAC $ASMDEE"
X Link 2026-01-16T11:10Z 16.8K followers, 16.5K engagements
"Dr fll den sista generalen och sagan om det svenska (noterade) spelundret ndde ett sorgligt slut. Min strsta frlust p en trade ngonsin med gigantisk marginal (i absoluta tal). I % inte lika mycket (25% av portfljvrdet). nd inte slt allt i hopp om kprekar. π $PDX"
X Link 2026-01-29T09:51Z 16.8K followers, 24.9K engagements
"πΌPortfolio update 20240618πΌ + c:a 38% YTD Sold: $UBI (+5%) Decreased: $FDEV (+120%) Increased: SEGA $6460.T $TTWO Bought: Square-Enix $9684.T Cash pile likely to be re-invested in Take-Two or more Square-Enix. I want $PDX but I'll keep being patient"
X Link 2024-06-18T09:58Z 16.8K followers, 11.7K engagements
"In other news I think its game over for $FDEV.L as JWE3 is slipping rapidly in the charts and the CCU top wont be much higher than JWE2. Maybe 300k units this year which would cover about half of the dev costs. PW incoming $TBLD is a disaster but Ill hold it until Kingmakers"
X Link 2025-10-24T15:09Z 16.8K followers, [----] engagements
"@NordnetInvestor Fantastiskt hittills iaf. Kan fra ver SEK frn svensk bank dit utan avgifter och sedan vxla till valfri valuta till ngra promilles spread vs spot som sagt. Drutver har de gratis digitalt VISA-kort"
X Link 2026-01-30T12:44Z 16.8K followers, [---] engagements
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