#  @BillieBillion1 BillieBillion BillieBillion posts on X about $sinch, som, kan, sin the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1312733683154026497/interactions)  - [--] Week [------] +1,060% - [--] Month [------] +122% - [--] Months [------] +647% - [--] Year [------] +1,478% ### Mentions: [--] [#](/creator/twitter::1312733683154026497/posts_active)  - [--] Months [--] +383% - [--] Year [--] +357% ### Followers: [-----] [#](/creator/twitter::1312733683154026497/followers)  - [--] Week [-----] +1.20% - [--] Month [-----] +3.40% - [--] Months [-----] +16% - [--] Year [-----] +16% ### CreatorRank: [---------] [#](/creator/twitter::1312733683154026497/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [exchanges](/list/exchanges) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [financial services](/list/financial-services) [fashion brands](/list/fashion-brands) **Social topic influence** [$sinch](/topic/$sinch), [som](/topic/som), [kan](/topic/kan), [sin](/topic/sin), [$tigr](/topic/$tigr), [ven](/topic/ven), [in the](/topic/in-the), [$qcls](/topic/$qcls), [investment](/topic/investment), [$twlo](/topic/$twlo) **Top accounts mentioned or mentioned by** [@finansinsp](/creator/undefined) [@ekobrottsmyndig](/creator/undefined) [@martinshkreli](/creator/undefined) [@dagensindustri](/creator/undefined) [@alexeliasson](/creator/undefined) [@jaltucher](/creator/undefined) [@jupitersstonks](/creator/undefined) [@tomsankiller](/creator/undefined) [@capybarareborn](/creator/undefined) [@cruxcapital](/creator/undefined) [@mytmike123](/creator/undefined) [@nordnetse](/creator/undefined) [@nordnetara](/creator/undefined) [@nordnetaxel](/creator/undefined) [@avanzabank](/creator/undefined) [@germaninvestor](/creator/undefined) [@blazershooter](/creator/undefined) [@2ndtrader](/creator/undefined) [@m1kehuncho](/creator/undefined) [@coorslightceo](/creator/undefined) **Top assets mentioned** [Twilio, Inc. (TWLO)](/topic/$twlo) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Beyond Meat, Inc. (BYND)](/topic/$bynd) [Snap, Inc. (SNAP)](/topic/$snap) [Alibaba Group (BABA)](/topic/$baba) [GameStop, Corp. (GME)](/topic/$gme) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc (CRWV)](/topic/$crwv) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [IPG Photonics Corporation (IPGP)](/topic/$ipgp) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [Sandisk Corporation (SNDK)](/topic/$sndk) [Micron Technology, Inc. (MU)](/topic/$mu) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Bull Market (BULL)](/topic/$bull) [RAI Finance (SOFI)](/topic/$sofi) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Mario Coin (COIN)](/topic/$coin) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Coherent Inc (COHR)](/topic/$cohr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [NVIDIA Corp. (NVDA)](/topic/$nvda) ### Top Social Posts Top posts by engagements in the last [--] hours "Fin rapport frn Husqvarna 🍾📈#husq $husq" [X Link](https://x.com/BillieBillion1/status/1648937797783285767) 2023-04-20T06:33Z [----] followers, [--] engagements "@German_investor JP Morgan believes Sinch is currently trading at attractive levels and that the upcoming Q2 report together with AI could be positive triggers for the stock. The bank notes that the volumes for Communication Platforms as a Service (CPaaS) is stabilizing and that the pricing" [X Link](https://x.com/BillieBillion1/status/1661322169278758913) 2023-05-24T10:44Z [----] followers, [--] engagements "Uppmanar terigen alla som vill att @finansinsp och @Ekobrottsmyndig utreder blankarhandeln i Sinch att skriva under detta ppna brev. De som fljt handeln under de senaste mnaderna kan konstatera att en enormt stor del av aktiehandeln r styrd av blankarfirmor. Frgan" [X Link](https://x.com/BillieBillion1/status/1673978239755100163) 2023-06-28T08:54Z [----] followers, [--] engagements "@blazer_shooter I have not looked too thoroughly at Twilio since I try not to invest in companies with negative cashflows. But in general Twilio is growing fast but they are also loosing money every quarter. Are they growing fast as a result of extensive investments in marketing and sales or" [X Link](https://x.com/BillieBillion1/status/1682499055610392576) 2023-07-22T05:02Z [----] followers, [--] engagements "Stocks are falling because a recession is coming home prices are not following because homeowners are not expecting a recession and the housing market is not as forward looking as the stock market gold is rising because of uncertainties in the overall market oil prices rising because the risk of a world war has increased significantly. I do not fully understand the rise in tech stocks but otherwise it seems pretty reasonable" [X Link](https://x.com/anyuser/status/1715345695941464314) 2023-10-20T12:34Z [----] followers, 18.3K engagements "Well Sinch #sinch $sinch and Twilio $twlo #twlo are traded on different markets but they are nonetheless main competitors in the exact same industry. Twilio has been seen as the leader in the CPaaS industry due to their large rev share let's see for how long that will last. Twilio has an EV of [--] BSEK and Sinch [--] BSEK. Twilio is thus valued 25x Sinch although their revenue gap to Sinch has contracted vastly in the last years. Did I forget to mention that Sinch in fact has made roughly [--] BSEK in EBITDA last twelve months while Twilio lost roughly [---] BSEK in the same period. Arbitrage" [X Link](https://x.com/anyuser/status/1717155900924809287) 2023-10-25T12:27Z [----] followers, 10.9K engagements "Inflationen i euroomrdet sjunker tillbaka kraftigt. Snart kommer vi nog se en del centralbanker i Europa flagga fr snkningar under [----]. Brjar bli lge fr marknaden att terigen vrdera upp kassafldespositiva techfretag med hg tillvxtpotential. [----] kommer helt klart bli ett stlbad fr de bolag som redan nu har det kmpigt med kassafldet de bolag som dremot blivit kraftigt nedvrderade som ett resultat av de stora omallokeringar som skett borde nu snarast se det omvnda" [X Link](https://x.com/BillieBillion1/status/1719298707613495596) 2023-10-31T10:22Z [----] followers, [----] engagements "Blir spnnande att flja en eventuell frsljning av Twilio Vid en frsljning vilket bolag kan tnkas bli tagare 🧐💸📈" [X Link](https://x.com/anyuser/status/1729488205030797735) 2023-11-28T13:11Z [----] followers, [----] engagements "Sinch #sinch $sinch #sinchsqueeze ☺📈💸 Blir spnnande att flja en eventuell frsljning av Twilio Vid en frsljning vilket bolag kan tnkas bli tagare 🧐💸📈 Blir spnnande att flja en eventuell frsljning av Twilio Vid en frsljning vilket bolag kan tnkas bli tagare 🧐💸📈" [X Link](https://x.com/anyuser/status/1729497170892451895) 2023-11-28T13:47Z [----] followers, [----] engagements "Anson interested in Twilio #twlo $twlo acquiring Sinch #sinch $sinch - I say goodbye to all the short sellers in Sinch 👋🏼💸📈" [X Link](https://x.com/BillieBillion1/status/1729500948098084974) 2023-11-28T14:02Z [----] followers, [----] engagements "Haha @2ndtrader r du bitter fr att du ligger kort eller Varfr krkas ut pessimism annars nr ett hrdblankat svenskt bolag fr lite luft under vingarna Att ett brev publiceras som nmner Sinch som uppkpskandidat r positivt oavsett om brevet skrevs idag eller r [----]. Det r frst nu marknaden fr nys om vad som sttt i brevet. Ser dessutom inte var det str att brevet skulle ha skrivits 2021" [X Link](https://x.com/BillieBillion1/status/1729509309766111239) 2023-11-28T14:35Z [----] followers, [---] engagements "Trevligt att du ger en halv procent av hela investor👍🏼 tror en aktivistfond kan ha ganska stor inverkan i twilio framver inte minst pga det missnje som finns med befintliga grundaren och VDn. Kan nog g ganska fort nr de vl brjat aktivista sig. Framfr allt ifall de kper in sig nnu mer. Men vi fr vl se" [X Link](https://x.com/BillieBillion1/status/1729518212952227876) 2023-11-28T15:10Z [----] followers, [--] engagements "Sinch #sinch $sinch nedan r en artikel som tydligt beskriver hur tillvxten i Sinch epost-segment fortsatt r mycket stark. Detta inte enbart under Black Friday och Cyber Monday utan under hela november mnad s steg antalet skickade epost-meddelanden kraftigt Tls att tillggas att Sinch epost-segment har en bruttomarginal p 77%. Under november mnad genomfrde Sinch [---] miljarder epostutskick. Vakna nu svenska fondfrvaltare eller har ni missat att Sinch r ledande inom CPaaS-branschen som r en enorm marknad Vldigt lsvrd artikel📈💸 https://www.mailgun.com/blog/email/bfcm-stats-2023/" [X Link](https://x.com/anyuser/status/1730564928728182939) 2023-12-01T12:30Z [----] followers, [----] engagements "$TWLO Twilio verkar ju ta till sig av Ansons input. Strker caset i $sinch #sinch Sinch ytterligare imo 📈💸" [X Link](https://x.com/anyuser/status/1731708940713439264) 2023-12-04T16:15Z [----] followers, [----] engagements "Exciting times with Kaspi $kspi #kspi taking another step towards US IPO 💸📈 Kazakhstani "super app" https://t.co/vfyAbXHlbh sets terms for $873 million US IPO $KSPI $IPO #IPO https://t.co/bR7cJF8GCN Kazakhstani "super app" https://t.co/vfyAbXHlbh sets terms for $873 million US IPO $KSPI $IPO #IPO https://t.co/bR7cJF8GCN" [X Link](https://x.com/BillieBillion1/status/1747581425052725358) 2024-01-17T11:27Z [----] followers, [----] engagements "Looks like another big step towards US IPO 👍" [X Link](https://x.com/BillieBillion1/status/1747582482663322062) 2024-01-17T11:31Z [----] followers, [---] engagements "Sinch $sinch #sinch BIG NEWS Bird vervger bud p Twilio 📈💸" [X Link](https://x.com/BillieBillion1/status/1753043395897938015) 2024-02-01T13:11Z [----] followers, [---] engagements "Finns vl ganska mnga skl till det tycker jag. Men frmst [--] stycken. [--]. Twilio handlas till betydligt hgre multiplar och att det finns en strre aktr inom branschen som r beredd att betala denna typ av multipel indikerar det att vrderingen p den strsta konkurrenten - Sinch - r igonfallande lg. Frvisso inte lika extrem tillvxt men r en av f spelare som faktiskt har en fin tillvxt och samtidigt tjnar vldigt mycket pengar. [--]. Att m&a-marknaden kommer igng p riktigt inom en bransch visar p den tillfrsikt som finns hos investerare inom branschen. Det skulle kunna indikera att den hrd pressade" [X Link](https://x.com/BillieBillion1/status/1753051008295395743) 2024-02-01T13:41Z [----] followers, [--] engagements "Sinch $sinch #sinch helt galna rrelser och nyheter frn konkurrenten Bird som tyvrr tvingar en investerare som mig att tacka fr kaffet i Sinch. Nr Bird uttryckligen skriver p sin hemsida att de ska trycka ner priset till MAX p SMS fr att kunden inte ska behva betala "verpris" s kan man inte annat n darra ordentligt p manschetten. 70% av Sinch omsttning kommer just frn SMS-verksamheten. Om nu denna verksamhets framtida vinst helt ska skrivas av s vore det givetvis en deal breaker fr investeringscaset. Sannolikt r det en marketing ploy frn Bird i syfte att frska f ver kunder eller kanske ett" [X Link](https://x.com/BillieBillion1/status/1753065876927009232) 2024-02-01T14:40Z [----] followers, [--] engagements "Ja. Jag minskade positionen ganska ordentligt strax fre rsskiftet vilket jag skrev en tweet om. Sedan tog jag hem resten av positionen idag. Som sagt r ett stort fan av verksamheten och deras kassaflde men nu blir jag orolig ver att marginalkontraktion kommer drabba hela branschen p lite lngre sikt och d tror jag mig kunna hitta case med bttre avkastning i frhllande till risken. Min riktkurs p Sinch har legat omkring 60-70kr MEN det i min kalkyl frutstter det att den tvsiffriga organiska tillvxten kommer tillbaka samt att deras marginaler inte kraftigt frsmras. Nu r bda dessa faktorer helt" [X Link](https://x.com/BillieBillion1/status/1753196858753667579) 2024-02-01T23:21Z [----] followers, [--] engagements "Ja framtiden fr utvisa. Jag fr dock intrycket att de menar allvar. P deras front page av hemsidan str ju exakt detta "90% cost reduction on US SMS compared to top [--] SMS-vendors" och 40% cost reduction on Email compared to top three email vendors". Det knns som mer n ett marketing ploy. Om det kommer fungera i lngden eller om det frstter Bird i konkurs vet jag inte. Men det finns investerare som nog r ganska intresserade av att hlla Bird-skeppet flytande.och oavsett om Bird kommer genomfra sin strategi fullt ut eller ej s stter det en ganska jobbig prgel p hela branschen tycker jag." [X Link](https://x.com/BillieBillion1/status/1753383071112421698) 2024-02-02T11:41Z [----] followers, [--] engagements "Att Sinch snittkostnad per meddelande ligger strax under [--] re r inte svrt att rkna fram. Men det r viktigt att jmfra Birds priser i en geografi med Sinch priser i samma geografi. Annars blir det en helt irrelevant jmfrelse. Det enda jag skriver r att din slutsats i orginalmeddelandet r fel. Sinch pris per SMS i SVERIGE r knappt 3x hgre n Birds prissttning p SMS i Sverige. Sedan kan man ju gra samma jmfrelse i USA och se hur utfallet r dr" [X Link](https://x.com/BillieBillion1/status/1754760614663090304) 2024-02-06T06:55Z [----] followers, [--] engagements "Zuckerberg r en vinnare och en killer och jag sjlv tror deras Quest [--] kommer bli en seris konkurrent till Apples Vision Pro. Detta kan vara brjan p en skifte mellan techjttarna. Om Meta lyckas konkurrera med hrdvara vad stoppar dem frn att skapa ytterligare hrdvara (mobiler meta watches meta pads etc) eller en Meta-store fr den delen. En sund utveckling eftersom Apple i stort sett haft monopol p appmarknaden det senaste decenniet" [X Link](https://x.com/BillieBillion1/status/1757670425654415842) 2024-02-14T07:37Z [----] followers, [--] engagements "Tror dock man kan sluta sig till att det finns affrer s det rcker och blir ver fr bde Kaspi och Halyk i vriga delar av vrlden oberoende om vad Ryssland har fr relationer till vst. Kina r sedan igr Kazakstans strsta handelspartner s man kan nog ven slppa risken fr att Ryssen blir aggressiv i nrtid. En potent risk kan dock vara naturkatastrofer risk fr revolution valutarisk och korruption. Men r ju rtt billiga bolag och r ju alltid trevligt med hg direktavkastning samtidigt som tillvxten r hg" [X Link](https://x.com/BillieBillion1/status/1760040448456855931) 2024-02-20T20:35Z [----] followers, [--] engagements "@m1kehuncho Just a quick reminder they do have [--] BUSD i net debt so the more relevant number is their EV which is around 16-17BUSD currently. However still interesting:)" [X Link](https://x.com/BillieBillion1/status/1844618150232432696) 2024-10-11T05:56Z [----] followers, [--] engagements "@CoorsLightCEO Twilio trades about 7x Sinch on P/S-multiple while Sinch is the one of the two with actual positive free cashflows (only reason Twilios FCF is positive is because the write-back of stock based compensation). It is unreal. Holding Sinch in my own portfolio" [X Link](https://x.com/BillieBillion1/status/1879908657477128388) 2025-01-16T15:08Z [----] followers, [---] engagements "So now OpenAI is looking at [---] BUSD valuation in their next funding round. What is a justifiable valuation for Alibaba $BABA in that case A company with serious earnings and allegedly a better product than OpenAI🤔 #openai #BABA OpenAI and $BABA are both valued at $200B Baba makes more in net income than OpenAI does revenue and has just released a better AI model Interesting OpenAI and $BABA are both valued at $200B Baba makes more in net income than OpenAI does revenue and has just released a better AI model Interesting" [X Link](https://x.com/BillieBillion1/status/1885051763545268544) 2025-01-30T19:45Z [----] followers, [----] engagements "@Pecunia30 @Pecunia30 BUMP" [X Link](https://x.com/BillieBillion1/status/1899104047891685632) 2025-03-10T14:24Z [----] followers, [--] engagements "$TIGR is way too cheap outpacing the growth of $futu $hood and $bull and still trades at much lower multiples🐯thanks for a great analysis @alexeliasson 🙏🏻 The valuation dislocation is outrageous and $TIGR could double overnight and still be cheap. $BULL $HOOD https://t.co/zQ97oZisa7 The valuation dislocation is outrageous and $TIGR could double overnight and still be cheap. $BULL $HOOD https://t.co/zQ97oZisa7" [X Link](https://x.com/BillieBillion1/status/1946922295936577949) 2025-07-20T13:17Z [----] followers, [----] engagements "$nyab #nyab fint projekt fr Nyab NYAB signs collaboration agreement for major tramway project in Uppsala https://t.co/VRmmISqO34 NYAB signs collaboration agreement for major tramway project in Uppsala https://t.co/VRmmISqO34" [X Link](https://x.com/BillieBillion1/status/1952651519033024860) 2025-08-05T08:42Z [----] followers, [----] engagements "Agree $tigr margin expansion and high revenue growth should motivate a higher earnings multiple on NTM-basis. Currently trading at P/E NTM [--]. Also as you mention $tigr and $futu has a tendency to follow each other. Now $futu has taken off and $tigr is still much cheaper in every aspect" [X Link](https://x.com/BillieBillion1/status/1953418852194267246) 2025-08-07T11:32Z [----] followers, [---] engagements "@smamynt @alexeliasson I have unfortunately not tried the product so my insight in the core fundamentals is lacking in that regard. However looking at the user growth AUM growth and their expanding operating margins it is clear that their platform is compelling" [X Link](https://x.com/BillieBillion1/status/1960053966932169011) 2025-08-25T18:57Z [----] followers, [--] engagements "A great report from Up Fintech $tigr - several record highs and still trading at a cheap earnings multiple around 12-13 on NTM-basis. Revenues are growing fast profits are surging and comparing the valuation to other Fintech firms ( $futu $hood $sofi) it looks like $tigr could double and still trade below the majority of its peers" [X Link](https://x.com/BillieBillion1/status/1960623539947528220) 2025-08-27T08:40Z [----] followers, [----] engagements "Revenue growth is similar but earnings growth is much higher for $tigr. Valuation wise $tigr is trading at lower multiples. Historically $tigr and $futu have had a tendency to trade at similar multiples. $tigr has even to a large extent traded at higher multiples than $futu. Now the profit margins for $tigr are expanding which clearly reflects in the earnings growth. If the valuation were to trade somewhat close to $futu simoultaneously as the net income margins stabalize around 30% then we should see 20-25 usd/share pretty soon IMO. With $tigr you also get a much better geographical spread" [X Link](https://x.com/BillieBillion1/status/1960657859957371350) 2025-08-27T10:57Z [----] followers, [---] engagements "Yup Im not saying Futu is not generating impressive growth numbers. Im just saying that they have a higher valuation than $tigr and are trading at a historically speaking high premium to $tigr on forward looking numbers. Revenue growth for Futu in q2 was 70% and revenue growth for $tigr was 60%. I mean not a huge difference from a revenue perspective. But Futu is for sure an interesting company and their growth is staggering. But eg looking at the valuations besides from future earnings. Futu has total client assets of around [---] BUSD $tigr has [--] BUSD. Futu is trading at 10x the market cap" [X Link](https://x.com/BillieBillion1/status/1960666991036964992) 2025-08-27T11:33Z [----] followers, [---] engagements "$tigr with a beat in every metric already trading at low multiples to peers should not be suffering a -19% drawdown from pre-market highs. Are retail investors panicking over other retail investors ruthless profit taking Todays trading in $tigr makes absolute zero sense to meIm a buyer here" [X Link](https://x.com/BillieBillion1/status/1960760978125029585) 2025-08-27T17:47Z [----] followers, [----] engagements "$BABA Alibaba back in the portfolio after looking through their Q2 report this Friday. As I wrote back in February it seems like the revenue growth from the China Commerce segment is continuing to pick up and looks sustainable. First time in a while they generate solid growth figures in all of the main revenue segments (China Commerce Cloud and International Digital Commerce). Add to that they start developing an AI chip to fill the void from NVIDIAs chip. It appears the Chinese stock market is on the path to a longer bull run. If this would be the case I believe it is reasonable to own the" [X Link](https://x.com/BillieBillion1/status/1962167079475277883) 2025-08-31T14:54Z [----] followers, [----] engagements "As a comparison Amazon has 4-5x the retail sales/ecommerce of Alibaba where a large part comes from the US. If Chinas economy picks up speed and the Chinese consumers have more money to spend I have a hard time believing that Alibabas ecommerce would not grow significantly since Chinas population is 4x that of the US" [X Link](https://x.com/BillieBillion1/status/1962201061533319571) 2025-08-31T17:09Z [----] followers, [--] engagements "Really good summary of the investment case $tigr big thanks for putting in the effort @ReneSellmann 🙏🏻🐯 Tiger Brokers might be the most overlooked brokerage in the world. The bear case: Tiger Brokers is just another cyclical brokerage. The bull case: Its a capital-light compounder with a long runway in Asia. ✅ 59% growth ✅ 13x earnings (vs. 50x of $HOOD) ✅ Founder-led This https://t.co/s3xhBuzQu6 Tiger Brokers might be the most overlooked brokerage in the world. The bear case: Tiger Brokers is just another cyclical brokerage. The bull case: Its a capital-light compounder with a long runway" [X Link](https://x.com/BillieBillion1/status/1964038993055539402) 2025-09-05T18:52Z [----] followers, [----] engagements "Har det gjorts ngra rliga frsk p att squeeza blankarna i SINCH Brjar bli komiskt hur systematisk denna blankarattack r. Vi testar med att starta en hashtag #sinchsqueeze - reposta fr att skapa lite spridning #SINCH $SINCH #fintwit #finanstwitter📈💸" [X Link](https://x.com/anyuser/status/1562714124660125699) 2022-08-25T08:10Z [----] followers, [--] engagements "@DalioInvest @jonniestrades @noel82x @Fat__FIRE @Ten_Bagger @Lindhe_ @Robban_T @Invest20003 @oscarfogelstrm @IanHammar @DrDampen @RocketeerCrypto @C3POno1" [X Link](https://x.com/BillieBillion1/status/1562723304754266112) 2022-08-25T08:47Z [----] followers, [--] engagements "Great analysis $SINCH certainly has a strong position in the CPaaS industry & will have in the future. The industry is expected to grow at 30% YoY. If Sinch can stabilize margins after consolidating their recent acquisitions & grow through cross-selling the future looks bright💸 Sinch Stock: Squeezed Between Revenue-Hungry Operators & Competitors(CLCMF) https://t.co/ACc8ZHq2al Sinch Stock: Squeezed Between Revenue-Hungry Operators & Competitors(CLCMF) https://t.co/ACc8ZHq2al" [X Link](https://x.com/BillieBillion1/status/1564608112987865093) 2022-08-30T13:36Z [----] followers, [--] engagements "Ny analys om bolaget Haypp #haypp $haypp 💸📈 https://www.billiebillion.com/haypp-varldens-storsta-digitala-aterforsaljare-av-nikotinportioner/ https://www.billiebillion.com/haypp-varldens-storsta-digitala-aterforsaljare-av-nikotinportioner/" [X Link](https://x.com/BillieBillion1/status/1749737227951751272) 2024-01-23T10:13Z [----] followers, [----] engagements "Twilio $TWLO current market cap [----] BUSD on est. revenue [----] of [---] BUSD and expected growth of 7-8%. Largest competitor in the CPaaS market Sinch $SINCH current market cap [--] BUSD on est. revenue [----] of [---] BUSD and expected growth of 3-4%. Both companies have normalized net income margins around 10%. Is the 3-4% difference in expected growth worth paying [--] times as much for 🤔" [X Link](https://x.com/BillieBillion1/status/1884284558171840568) 2025-01-28T16:57Z [----] followers, [----] engagements "New holding in the portfolio Up Fintech $tigr - competing with $hood $futu $ibkr $coin $schw among others but you get it for half the multiple (P/E NTM 12-13) and double the growth. High revenue growth ongoing marginal expansion and potential for multiple expansion as well. Historically $tigr has traced the earnings multiple of $futu but last months it has been lagging. When markets realize that both its margins and multiple could double this will likely take off Thanks @alexeliasson for finding this exciting investment opportunity 🤝" [X Link](https://x.com/BillieBillion1/status/1950939442811736212) 2025-07-31T15:19Z [----] followers, [----] engagements "Accumulated more Up Fintech $tigr shares at low $11. Happy to get the chance. Now largest holding in the portfolio. Looking forward to see this take off. Could trade at double the price and still be the lowest valued stock broker in relation to its growth and earnings margins" [X Link](https://x.com/BillieBillion1/status/1965866632380838334) 2025-09-10T19:55Z [----] followers, [----] engagements "Up Fintech $tigr looking strong premarket 📈 Maybe thanks to the positive trade talks between US and China Maybe because its a cheap high-growth fintech company Maybe both 🧐" [X Link](https://x.com/BillieBillion1/status/1967569181555269969) 2025-09-15T12:40Z [----] followers, [----] engagements "Since last week BillieBillion is long on the $WLAC SPAC - if you want to own a fast-growing (rev growth 240% H1-25) business with limited downside (cash $1060/share) 75-80% adj. EBITDA margins founder led (Andrew Karos founded and self-funded the company in 2023) and operating within the AI Bare-Metal GPU Cloud space AND trading at 4.4x the adj. EBITDA 2026E - well then this is worth looking into. Peers among other larger tech firms $nbis $crwv Hopefully well see the merge get finalized in Q4 [----] and then Ill just let it grow organically in size in my portfolio 💼📈 $WLAC Below is the" [X Link](https://x.com/BillieBillion1/status/1979900843324506350) 2025-10-19T13:22Z [----] followers, [----] engagements "Agree with you 100% In its core this is an investment where you will have to believe that the AI GPU trend/hype/growth is here to stay and that the team in this company will be able to execute their strategy successfully. The belief in the Boost Run team is a crucial part for this investment to make sense. From what I can read they seem to be the right people for the job. Lets see if Im right👍🏼" [X Link](https://x.com/BillieBillion1/status/1979922585711177890) 2025-10-19T14:48Z [----] followers, [---] engagements "My pov is that this investment on a short term basis has a downside risk of 20% from current levels ($13 to $106) and potential upside of 200-300% if the AI/SPAC hype in the US continues. And I like those odds. Along the way if this company seems to perform like I hope it will well then the conviction keeping it for the longer term increases" [X Link](https://x.com/BillieBillion1/status/1979924104183480549) 2025-10-19T14:54Z [----] followers, [--] engagements "Call me crazy but 3% of the portfolio went into $BYND yesterday at [---] USD/share. If this is the new $GME short squeeze I must expose myself to the opportunity. This goes against my investing strategy in its core but with the [--] BILLION () Beyond-shares traded in yesterdays market I figured this is more likely than not to rally even higher. This is a play on human psychology with no connection to business fundamentals or logic and a very speculative investment. I really wouldnt recommend it but it is intriguing😅as always what I write here should never be interpreted as a recommendation all" [X Link](https://x.com/BillieBillion1/status/1980563835497968069) 2025-10-21T09:16Z [----] followers, [----] engagements "Retail investors crushing the Wall street sharks that are irresponsibly short on $BYND 📈ripping 50% pre-market Call me crazy but 3% of the portfolio went into $BYND yesterday at [---] USD/share. If this is the new $GME short squeeze I must expose myself to the opportunity. This goes against my investing strategy in its core but with the [--] BILLION () Beyond-shares traded in yesterdays https://t.co/Z6FECPxgdB Call me crazy but 3% of the portfolio went into $BYND yesterday at [---] USD/share. If this is the new $GME short squeeze I must expose myself to the opportunity. This goes against my" [X Link](https://x.com/BillieBillion1/status/1980618463732265322) 2025-10-21T12:53Z [----] followers, [---] engagements "@rickybruno40 I actually think it will adjust sooner than that but semi-peers like $nbis and $crwv have also been crushed by the market lately. I think well see a multiple expansion in these names as soon as the AI trend continues to show strength in the Q3 reports" [X Link](https://x.com/BillieBillion1/status/1980675632691613880) 2025-10-21T16:40Z [----] followers, [---] engagements "Except the short ratio is more like 10% at most due to the stock issuance that quadrupled the number of shares. So many of the $bynd investors seem to think there is a short squeeze happening while in fact its like 10% of freefloat that has been shorted and probably much less now due to the heavy trading that has taken place and managed the shorts to cover their positions" [X Link](https://x.com/BillieBillion1/status/1981051912838394299) 2025-10-22T17:35Z [----] followers, [---] engagements "@JupitersStonks @tomsankiller @capybaraReborn Bruh" [X Link](https://x.com/BillieBillion1/status/1981053360062042232) 2025-10-22T17:41Z [----] followers, [---] engagements "@JupitersStonks @tomsankiller @capybaraReborn Yep lock-up expired then and the 316M new $BYND shares hit NASDAQ unrestricted via DTC on Oct [--]. RSUs arent part of this exchange so theyre not the holdup - or am I missing something" [X Link](https://x.com/BillieBillion1/status/1981055635480293587) 2025-10-22T17:50Z [----] followers, [---] engagements "@blondesnmoney Thanks yheai dont see any reason for this sharp drop. Probably nothing but i sold out. This stock is a jokemade to many bad decisions owning it. Now i will watch from the sidelines for a while" [X Link](https://x.com/BillieBillion1/status/1991186089067839883) 2025-11-19T16:45Z [----] followers, [---] engagements "My song about the rise and fall of Intellego $int Listen share repost use it in your pod or whatever but please send cred to @BillieBillion1 if you do Enjoy❤🙏🏻🎶 The song is dedicated to @SvenNordenstam who probably saved thousands of people from loosing their life savings in this company. Thanks for putting in the work Sven🙏🏻 https://aimusicgenerator.xyz/song/bjvkda3k9f23qr7zun0s9c5qalternative=false https://aimusicgenerator.xyz/song/bjvkda3k9f23qr7zun0s9c5qalternative=false https://aimusicgenerator.xyz/song/bjvkda3k9f23qr7zun0s9c5qalternative=false" [X Link](https://x.com/BillieBillion1/status/1991403875958428085) 2025-11-20T07:10Z [----] followers, [----] engagements "Optics/photonics moving forward perhaps faster than previously expected🤔 $qcls $cohr $lite GF now expects $NVDA to incorporate CPO into the scale-up networking of one version of its [----] Rubin Ultra architecture. _ NVIDIAs scale-up optical solutions could arrive earlier than expected: As mentioned in our previous OCP report on Oct [--] and our series of AI networking GF now expects $NVDA to incorporate CPO into the scale-up networking of one version of its [----] Rubin Ultra architecture. _ NVIDIAs scale-up optical solutions could arrive earlier than expected: As mentioned in our previous OCP" [X Link](https://x.com/BillieBillion1/status/1998660053612572742) 2025-12-10T07:44Z [----] followers, [----] engagements "There is potential for a nice short squeeze in $QCLS if these numbers from last november still holds - could have happened stuff since last november but this short interest figure was updated yesterday and if there still are at least a couple of hundred thousand shares shorted out there it means a large percentage of the ACTUAL freefloat is shorted since 3M out of the 4M shares are owned by $PMCB and around 200k are owned by company insiders. Assuming these guys are not trading their shares this make the actual freefloat a tiny 800k and thus with this number from last november it means" [X Link](https://x.com/BillieBillion1/status/1998682456312983869) 2025-12-10T09:13Z [----] followers, [----] engagements "@DanW2Capital @MartinShkreli @jaltucher Yup comparing it to peers quant and photonic companies like $ionq $qbts $qubt $almu $ipgp $lwlg and similar - they are ALL worth at least [---] musd with zero to minimal revenues" [X Link](https://x.com/BillieBillion1/status/1999442488847925476) 2025-12-12T11:33Z [----] followers, [---] engagements "I have a strong feeling we will squeeze som $QCLS short sellers today 🙏🏻 let the Christmas rally begin" [X Link](https://x.com/BillieBillion1/status/2001612037663687156) 2025-12-18T11:14Z [----] followers, [---] engagements "Let the rally begin🎅🏼🎄 ⚠US CPI YoY Actual 2.7% (Forecast 3.1% Previous 3.0%) US Core CPI YoY Actual 2.6% (Forecast 3% Previous 3.0%) US CPI MoM Actual 0.204% (Forecast 0.3% Previous 0.3%) US Core CPI MoM Actual 0.159% (Forecast 0.3% Previous 0.2%) US Initial Jobless Claims Actual 224k ⚠US CPI YoY Actual 2.7% (Forecast 3.1% Previous 3.0%) US Core CPI YoY Actual 2.6% (Forecast 3% Previous 3.0%) US CPI MoM Actual 0.204% (Forecast 0.3% Previous 0.3%) US Core CPI MoM Actual 0.159% (Forecast 0.3% Previous 0.2%) US Initial Jobless Claims Actual 224k" [X Link](https://x.com/BillieBillion1/status/2001648593074315380) 2025-12-18T13:39Z [----] followers, [----] engagements "Nice reversal from $QCLS from day low around -7% to +5%. Quantum stocks like $qbts $rgti $qubt rallying today should send some continued strength to $QCLS 🙏🏻👍🏼" [X Link](https://x.com/BillieBillion1/status/2003152310382563371) 2025-12-22T17:15Z [----] followers, [---] engagements "$QCLS latest short interest shows that more than 1m shares were shorted by mid December - that is 25% of ALL shares outstanding. How big is the free float - a bit unclear but it wouldnt be bold to assume that close to 35-40% of the free float is shorted. If Q/C were to push som positive press releases with eg. more senior advisors like @jaltucher and @MartinShkreli these shorts will get squeezed in nanosecond. Long $QCLS - holding because its interesting tech but the short squeeze potential is a big bonus👍🏼 There is potential for a nice short squeeze in $QCLS if these numbers from last" [X Link](https://x.com/BillieBillion1/status/2005662254297985362) 2025-12-29T15:28Z [----] followers, [----] engagements "Maybe this is the acquisition $RTAC is going for JUST IN: Trump family's crypto firm World Liberty Financial applies for US banking license. https://t.co/zaIMhiahDy JUST IN: Trump family's crypto firm World Liberty Financial applies for US banking license. https://t.co/zaIMhiahDy" [X Link](https://x.com/BillieBillion1/status/2009019030326398993) 2026-01-07T21:47Z [----] followers, [----] engagements "Should strengthen the case for $qure in the upcoming Type A meeting with FDA and should also create more business for $clpt in the long run 👍🏼 Happy to announce today regulatory flexibilities for cell and gene therapies. Patients and those working on cures deserve common sense approaches. https://t.co/bV4cYZWsA9 Happy to announce today regulatory flexibilities for cell and gene therapies. Patients and those working on cures deserve common sense approaches. https://t.co/bV4cYZWsA9" [X Link](https://x.com/BillieBillion1/status/2010717822129983751) 2026-01-12T14:17Z [----] followers, [----] engagements "@crux_capital_ Interesting read If you are looking for a microcap to add to your photonic portfolio maybe this article could be of interest to you https://open.substack.com/pub/billiebillion/p/company-analysis-qc-technologiesr=755crs&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/billiebillion/p/company-analysis-qc-technologiesr=755crs&utm_medium=ios&shareImageVariant=overlay" [X Link](https://x.com/BillieBillion1/status/2012955928719454446) 2026-01-18T18:31Z [----] followers, [--] engagements "@ThebluewhaleP @crux_capital_ https://open.substack.com/pub/billiebillion/p/company-analysis-qc-technologiesr=755crs&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/billiebillion/p/company-analysis-qc-technologiesr=755crs&utm_medium=ios&shareImageVariant=overlay" [X Link](https://x.com/BillieBillion1/status/2012956070243688486) 2026-01-18T18:31Z [----] followers, [--] engagements "Dude either you actually believe this which would make you intellectually disabled or you are trying very hard to create insecurity among shareholders. Either way you are a person that no one in any investment community would be interested in listening to. So please just leave. No one wants you on this platform" [X Link](https://x.com/BillieBillion1/status/2014366526875283670) 2026-01-22T15:56Z [----] followers, [--] engagements "@Newbie47Steve @CoreyCicero @TT_stocks_ @Q_CTechnologies @MartinShkreli @RemindMe 31/12-2026" [X Link](https://x.com/BillieBillion1/status/2014368918681370737) 2026-01-22T16:05Z [----] followers, [---] engagements "$AZELIO Milestone [--] - Proof of technology ✅ Milestone [--] - Proof of market/concept ✅ Milestone [--] - Proof of scalability ✅ Milestone [--] - Proof of business (To be continued) #finanstwitter" [X Link](https://x.com/BillieBillion1/status/1440604801536983040) 2021-09-22T09:12Z [----] followers, [--] engagements "$QCLS My analysis of the AI bottlenecks and why Q/C Technologies $QCLS might be the solution to these very real issues. Thank you @MartinShkreli and @jaltucher for introducing me to this company. Looking forward to see what the future holds for this very commendable effort https://t.co/yE6O6c3AFu My analysis of the AI bottlenecks and why Q/C Technologies $QCLS might be the solution to these very real issues. Thank you @MartinShkreli and @jaltucher for introducing me to this company. Looking forward to see what the future holds for this very commendable effort https://t.co/yE6O6c3AFu" [X Link](https://x.com/BillieBillion1/status/2014733062181986558) 2026-01-23T16:12Z [----] followers, [----] engagements "New article enjoy https://open.substack.com/pub/billiebillion/p/connecting-dots-from-micro-caps-tor=755crs&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/billiebillion/p/connecting-dots-from-micro-caps-tor=755crs&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/BillieBillion1/status/2016890908411609434) 2026-01-29T15:07Z [----] followers, [---] engagements "$QCLS $OPTX $LULU" [X Link](https://x.com/BillieBillion1/status/2016896231402852828) 2026-01-29T15:28Z [----] followers, [---] engagements "Ok $NBIS is up $CRWV is up other SPACS like $HOND $CCCX and $RTAC are up - why tf is $WLAC trading down" [X Link](https://x.com/BillieBillion1/status/1981360321500787067) 2025-10-23T14:01Z [----] followers, [---] engagements "New app where AI agents "rent humans" to do work IRL. We've gone full Humans have a jobs ➡AI will take humans jobs ➡AI will rent humans to do jobs for them ➡Humans have jobs 🥳 https://rentahuman.ai https://rentahuman.ai" [X Link](https://x.com/BillieBillion1/status/2018791232710094859) 2026-02-03T20:58Z [----] followers, [---] engagements "This era will be looked back on not as a period of irrational exuberance but as the most significant infrastructure build-out since the railroads. Bubbles are temporary. Foundations are permanent. While the masses fear the peak the wise understand we are still at the base📖 https://substack.com/@billiebillion/note/c-210189504r=755crs&utm_medium=ios&utm_source=notes-share-action https://substack.com/@billiebillion/note/c-210189504r=755crs&utm_medium=ios&utm_source=notes-share-action" [X Link](https://x.com/BillieBillion1/status/2019313026436845685) 2026-02-05T07:31Z [----] followers, [---] engagements "Agreed. I bought the dip on $SNDK and $MU today. $SNDK valuation is compelling - trading at 13x 2026E and just 7x 2027E earnings. This assumes the AI infrastructure boom holds which I believe it will. For the Mag [--] these CAPEX levels aren't just about immediate ROI; they are a survival play to maintain dominance. Staying atop the food chain requires massive investments especially given the intensifying tech arms race with China. Memory shortage is worse and will extend into [----] We got big CAPEX revisions The easiest way to make money is to bet on memory rn Memory shortage is worse and will" [X Link](https://x.com/BillieBillion1/status/2019527166799777808) 2026-02-05T21:42Z [----] followers, [---] engagements "New write-up ✍🏼this time Snapchat $SNAP the turnaround of [----]. Enjoy https://billiebillion.substack.com/p/company-analysis-snapchat-snap https://billiebillion.substack.com/p/company-analysis-snapchat-snap" [X Link](https://x.com/BillieBillion1/status/2021981201867980875) 2026-02-12T16:14Z [----] followers, [---] engagements "@danielemcphee har i grunden rtt #finanstwitter . Ett litet fastighetsbolag innebr strre risk och strre uppsida men ngra argument r helt enkelt fel. [--]. Logistri $Logist handlas i skrivande stund till rabatt mot rapporterad substans i Q1 [----]. D var substansvrdet per aktie 166kr och nu handlas aktien i 15.95kr. Det r en 4% rabatt mot substans. Sedan dess har bolaget gjort flera frvrv som dessutom borde driva upp substansvrdet ytterligare i nsta rapport d jag tolkat det som hela obligationslnet p [---] msek togs upp redan i Q1 (ej enbart den utnyttjade andelen av lnet). [--]. Sg inte att Logistri" [X Link](https://x.com/BillieBillion1/status/1949796322741031069) 2025-07-28T11:37Z [----] followers, [---] engagements "Well MAYBE these businesses should have a bare metal backup thats independent of the AWS infrastructure - just putting it out there🤔 $WLAC $BRUN @BoostRunGPUs #BREAKING Amazon Web Services (#AWS) infrastructure has gone down taking thousands of businesses offline. From Amazon Prime to Canva and McDonald's. https://t.co/g9W0DWCPef #BREAKING Amazon Web Services (#AWS) infrastructure has gone down taking thousands of businesses offline. From Amazon Prime to Canva and McDonald's. https://t.co/g9W0DWCPef" [X Link](https://x.com/BillieBillion1/status/1980201618730827959) 2025-10-20T09:17Z [----] followers, [----] engagements "@mytmike123 Here is the links with the emails referred to in the $OPTX short report regarding fraudulent reporting. Settled or not it is a bit.unsettling for an investor https://www.sec.gov/Archives/edgar/data/1866816/000164117225000750/ex99-1.htm https://www.sec.gov/Archives/edgar/data/1866816/000164117225001215/ex99-2.htm https://www.sec.gov/Archives/edgar/data/1866816/000164117225000750/ex99-1.htm https://www.sec.gov/Archives/edgar/data/1866816/000164117225001215/ex99-2.htm" [X Link](https://x.com/BillieBillion1/status/2021998110088867987) 2026-02-12T17:21Z [----] followers, [---] engagements "Looks like momentum around IPG Photonics $IPGP has shifted after massive beat in Q4 📈 Picked up some shares with profits from $SNDK and $MU $IPGP stock is already up a lot but the shift in momentum might drive the stock further. Thats what I think" [X Link](https://x.com/BillieBillion1/status/2022040613005541877) 2026-02-12T20:10Z [----] followers, [---] engagements "Bought some $SNAP here at [---] USD/share. My reasoning Profitability Pivot 💰: The company reached a major milestone last quarter turning profitable for the first time. Monetization Upside✅: With a massive user base of [--] billion Monthly Active Users (MAU) even a modest 1% conversion to their new $1.99/month memory storage tier would generate an additional $240M in annual high-margin revenue. Operating Leverage 💸: Based on recent quarterly performance incremental revenue is now largely flowing directly to the bottom line. Conservative Valuation 30: Even with a minimal 1% conversion rate on" [X Link](https://x.com/BillieBillion1/status/2020947862239183057) 2026-02-09T19:48Z [----] followers, [----] engagements "Just read the 'short report' on $OPTX and its honestly one of the least credible pieces Ive seen. Their main 'risks' are that the founder might cash out and that he owns too much - arguments that completely ignore the context of a growth play. Theyre also treating negative cash flow like a hidden secret when its actually a result of aggressive scaling to meet major Space and Defense contracts (like the Anduril subcontract). This is the same company with the same strong pipeline. Chairman and CEO Al Kapoor has been building this since 1999; hes clearly playing the long game not looking for a" [X Link](https://x.com/BillieBillion1/status/2021600647418724384) 2026-02-11T15:02Z [----] followers, [----] engagements "$SNAP Snapchat is going to be the turnaround of [----]. With [--] billion MAU and average app opening frequency of 30-40 times per day() even a monkey would manage to turn this platform profitable🐵 💸 https://billiebillion.substack.com/p/company-analysis-snapchat-snap https://billiebillion.substack.com/p/company-analysis-snapchat-snap" [X Link](https://x.com/BillieBillion1/status/2022258056873050312) 2026-02-13T10:34Z [----] followers, [----] engagements "BillieBillion - Infomercial - Vad gr vi" [X Link](https://x.com/anyuser/status/1352940703140241409) 2021-01-23T11:26Z [----] followers, [--] engagements "r det endast jag som tycker @NordnetSE via @NordnetAra och @NordnetAxel tappar i anseende nr de regelbundet peakar och smutskastar sin nrmaste konkurrent @avanzabank - tycker det r lgt och det sger mer om kulturen som rder p Nordnet#smaktighet #pratapengar 🫠 Mina rda flaggor fr aktivt frvaltade fonder: 1) Mest buzz-words i sin investeringsfilosofi 2) Redovisar aktiecase med fantasi-uppsida 3) Majoriteten av innehaver ej vinstdrivande 4) Smre avkastning n jmfrbart index ver tid 5) Oskligt hga frvaltningsavgifter Mina rda flaggor fr aktivt frvaltade fonder: 1) Mest buzz-words i sin" [X Link](https://x.com/anyuser/status/1619743190701215746) 2023-01-29T17:04Z [----] followers, 184.6K engagements "Mina rda flaggor fr aktivt frvaltade fonder: 1) Mest buzz-words i sin investeringsfilosofi 2) Redovisar aktiecase med fantasi-uppsida 3) Majoriteten av innehaver ej vinstdrivande 4) Smre avkastning n jmfrbart index ver tid 5) Oskligt hga frvaltningsavgifter" [X Link](https://x.com/anyuser/status/1619443425744674816) 2023-01-28T21:12Z 28.3K followers, 257.4K engagements "Tv nya blankare har kommit in p halvkul niver (runt 25-30 kr) i Sinch senaste veckorna. Tnkte brja uppdatera #sinchsqueeze p hemsidan mer regelbundet igen om det r ngot som uppskattas Slng ivg en like om du tycker det vore en bra id #sinch $sinch" [X Link](https://x.com/anyuser/status/1651868920431755264) 2023-04-28T08:40Z [----] followers, [----] engagements "Blankarna brnns i Sinch Hr kommer en verblick. Just nu pgr en fantastisk squeeze av i princip alla blankare (ink. Ningi). De frlorar miljoner minut fr minut Detta ser ut att bli det finaste kvartalet sett till % utveckling ngonsin #sinch $sinch #sinchsqueeze 💸📈" [X Link](https://x.com/anyuser/status/1587753028844666882) 2022-11-02T10:26Z [----] followers, [--] engagements "Det r rent ut sagt katastrofalt att som ordfrande bete sig p det hr sttet. Lennart Schuss r ordfrande i ett fastighetsbolag med skyhg belning och negativt kassaflde som dessutom har en VD och storgare som belnat upp sig s kraftigt att hans skulder verstiger tillgngarna. Risken finns att Ilijas dliga riskhantering leder till att han tvingas slja stora delar av sitt innehav i SBB vilket leder till ytterligare kurskrasch. Vad r det ni skter s bra Schuss Vad fr er att tycka att Ilija r rtt person att fortstta uppdraget som VD Samma gubbe som belnat upp bolaget med [---] miljarder fr att sedan inte" [X Link](https://x.com/anyuser/status/1655980493941227520) 2023-05-09T16:58Z [----] followers, 58.7K engagements "#sinchsqueeze p hemsidan r nu uppdaterad Se dagsfrska siffror ver blankarnas positioner. En tung dag fr blankarna 🥹 [--] av [--] blankare ligger tokback p sina korta positioner OCH Sinch gr mot finaste mnaden i mannaminne. Enjoy #sinch $sinch 💸📈 https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/" [X Link](https://x.com/anyuser/status/1584937426967232514) 2022-10-25T15:58Z [----] followers, [--] engagements "Uppdatering av blankarnas positioner i Sinch $sinch #sinch 📈💸 Senaste dagarna har bde Gladstone och Marshall kpt tillbaka en hel del aktier och drmed tckt en del av sina korta positioner. Sannolikt kommer trenden fortstta eftersom mnga blankare kommer ihg vad som hnde i Q4 [----]. Mycket tyder p att en liknande situation kan intrffa ven under detta kvartal. Inte pga att Sinch kommer leverera en fantastisk kvartalsrapport utan fr att de kommer kunna uppvisa att kassafldet r intakt vilket terigen gr att blankar-caset r stendtt. Nr ven kpsidan av marknaden inser detta och vgar ta in lite mer" [X Link](https://x.com/anyuser/status/1711415490097061971) 2023-10-09T16:17Z [----] followers, [----] engagements "Sinch #sinch $sinch #sinchsqueeze nu ligger 60% av de strre blankarna back i sina korta positioner. Systematica Investments har dessutom kommit ur sin korta position med vad det verkar en frlust. Dagens inflationsdata som styrker att rntetoppen r ndd (iaf i USA) verkar ha varit den sista spiken i kistan fr blankarkollektivet. Trenden av en blankning som fortstter minska kommer sannolikt fortstta. Bortsett frn positiv makro s r blankningscaset i Sinch numera att betrakta som stendtt. Den strsta frloraren i denna cirkus ser i skrivande stund ut att vara Two Creeks Capital som fortsatt blankat" [X Link](https://x.com/anyuser/status/1724475755327787118) 2023-11-14T17:13Z [----] followers, [----] engagements "Alright Nu har ven Voleon tckt sin korta position i Sinch. Det blev en frlust p blyga [---] MSEK (-45%). Endast [--] stora blankare (ls bagholders) kvar. Caset "att blankare kanske vet ngot vi andra inte knner till" blir mindre sannolikt fr varje dag som gr 📈 #sinch $sinch" [X Link](https://x.com/anyuser/status/1615680631505293312) 2023-01-18T12:00Z [----] followers, 23.8K engagements "Sinch tillbaka i Stoxx [---] Index Borde ge en fin skjuts kommande dagar/veckor📈 Nu ska mnga aktier inte endast kpas tillbaka av blankarfirmorna utan dessutom av Stoxx [---] indexfonder Kptryck deluxe 💸 #sinch $sinch #sinchsqueeze https://qontigo.com/replacements-for-linde-in-dax-and-stoxx-indices-announced/ https://qontigo.com/replacements-for-linde-in-dax-and-stoxx-indices-announced/" [X Link](https://x.com/anyuser/status/1627248084458647553) 2023-02-19T10:05Z [----] followers, 21.4K engagements "ppet brev till @finansinsp och @Ekobrottsmyndig: En uppmaning att utreda blankarfirmornas handel i det svensknoterade brsbolaget Sinch AB Lnk till brevet: Om marknadsmanipulation eller en utbredd oro betrffande frekomsten av marknadsmanipulation inte utreds urgrper detta frtroendet fr vra svenska tillsynsmyndigheter och aktiemarknaden i stort. Marknadsmanipulation kan aldrig accepteras. Rder det en allmn uppfattning om att marknadsmanipulation frekommer och inte utreds s behver det uppmrksammas. Mot bakgrund av detta har BillieBillion valt att formulera ett ppet brev till @finansinsp och" [X Link](https://x.com/anyuser/status/1662764949662232578) 2023-05-28T10:17Z [----] followers, 52K engagements "Sinch #sinch $sinch mycket fin nyhet 👍🏼 💸📈 https://www.di.se/nyheter/storbank-apple-besked-kan-lyfta-kraschad-kursraket/ https://www.di.se/nyheter/storbank-apple-besked-kan-lyfta-kraschad-kursraket/" [X Link](https://x.com/anyuser/status/1726259688852037827) 2023-11-19T15:22Z [----] followers, 16.3K engagements "Mirabella ligger back -70% p sin korta position I #sinch $sinch Sinch. De kommer behva kpa tillbaka drygt [--] miljoner aktier i Sinch ver marknad fr att tcka positionen. Nr kursen nr [--] kronor ligger de 100% back och d lr short squeezen brja p allvar 💸📈" [X Link](https://x.com/anyuser/status/1733136559333872037) 2023-12-08T14:48Z [----] followers, [----] engagements "Fin Q3-rapport frn Sinch #sinch $sinch Fokus ligger p att leverera ett starkt kassaflde och det lyckas bolaget sannerligen med. Operativt kassaflde p [---] MSEK och fritt kassaflde p [---] MSEK. Bolaget skriver i rapporten att de nu kommer skifta fokus till tillvxt igen efter drygt 1-1.5 r med stort fokus p kostnadsbesparingar och frbttrade marginaler. Vi som r investerade i bolaget borde vid det hr laget kunna avskriva risken fr nyemission. Det finns ingen rimlighet att lgga om strategin mot tillvxt ifall risk fr en nyemission lg i korten. Som stolt aktiegare i bolaget tycker jag denna rapport" [X Link](https://x.com/anyuser/status/1721789268102680767) 2023-11-07T07:18Z [----] followers, 16.2K engagements "Sinch #sinch $sinch #sinchsqueeze blankarna fortstter tcka sina korta positioner i den snabbaste takten ngonsin p mnatlig basis. Under november mnad har totala blankningen minskat med 298% och aktiekursen har stigit med ca 60%. Det finns fortfarande vldigt mycket aktier som ska kpas tillbaka. RIP Two Creeks Mirabella och Qube R&T 💸📈" [X Link](https://x.com/anyuser/status/1727703970779410788) 2023-11-23T15:01Z [----] followers, [----] engagements "Stocks are falling because a recession is coming home prices are not following because homeowners are not expecting a recession and the housing market is not as forward looking as the stock market gold is rising because of uncertainties in the overall market oil prices rising because the risk of a world war has increased significantly. I do not fully understand the rise in tech stocks but otherwise it seems pretty reasonable" [X Link](https://x.com/anyuser/status/1715345695941464314) 2023-10-20T12:34Z [----] followers, 18.3K engagements "Uppdatering ver blankarnas korta positioner i Sinch #sinch $sinch Alla strre blankare ligger kraftigt back i sina korta positioner. Smst r Mirabella som ligger drygt -54% back. Qube R&T har kat sin korta position i ngot som ser ut att vara ett sista frsk att trycka ner aktiekursen vilket de har misslyckats med - fatalt. Denna vecka har aktiekursen hittills stigit med 1251%. Under november mnad har aktiekursen stigit dryga 69% vilket r den nst strsta mnatliga aktiekursuppgngen i Sinch brsnoterade historia. Trenden r tydlig - kptrycket har brjat komma tillbaka och december har historiskt sett" [X Link](https://x.com/anyuser/status/1730280848665006408) 2023-11-30T17:41Z [----] followers, [----] engagements "Sinch #sinch $sinch nu har ven Arrowstreet och Gladstone klivit ur listan som strre blankare i bolaget. Blankningen r nere p 909% och endast [--] strre blankare finns kvar. [--] av [--] strre blankare ligger rejlt back i sina positioner. Min gissning r att Mirabella blir nsta firma att frska ta sig ur sin stora blankningsposition. De har ett ingngsvrde omkring 19kr. Under samma period som aktiekursen gtt upp 50% har blankningen minskat med 25%. Det ska allts tckas ytterligare 909% och allt tyder p att denna trend kommer fortstta. Blankningscaset i Sinch r stendtt och det vet marknaden om vid det hr" [X Link](https://x.com/anyuser/status/1725422863744679952) 2023-11-17T07:57Z [----] followers, [----] engagements "Svar p tal frn Sinch Investor Relations p min frga ifall de ser ngon risk fr en nyemission under [----]. Kan aktiegare analyshus journalister och blankarfirmor ta fasta p denna informationen nu mnne📈💸 #sinch $sinch #sinchqueeze @dagensindustri" [X Link](https://x.com/anyuser/status/1630497646866513921) 2023-02-28T09:18Z [----] followers, 11K engagements "DR Mirabella som bara fr ett par veckor sedan var strsta blankaren i Sinch r nu helt UTE ur sin position #sinch $sinch #sinchsqueeze ping @dagensindustri" [X Link](https://x.com/anyuser/status/1585276143367749636) 2022-10-26T14:24Z [----] followers, [--] engagements "735% av aktierna i Sinch r blankade. Ca [--] miljoner aktier. Om vi utgr ifrn att de [--] strsta garna INTE sljer sina aktier s innebr det att blankarna behver kpa tillbaka 25% av alla aktier som finns tillgngliga p marknaden fr att tcka sina kortningar💸#sinch $sinch" [X Link](https://x.com/anyuser/status/1613207585955495938) 2023-01-11T16:13Z [----] followers, 16.2K engagements "sinch #sinch $sinch #sinchsqueeze short sellers fleeing for their lives🙌🏼📈💸 Alla strre blankare (skerligen ven de flesta mindre blankare) ligger nu back i sina korta positioner. Vissa av dem ligger kraftigt back. Kort-caset r helt dtt och det r nu dags fr de sista blankarna att inse sitt misstag Tryck ut dem bara🍋" [X Link](https://x.com/anyuser/status/1729852769371058536) 2023-11-29T13:20Z [----] followers, [----] engagements "Det har varit ett rtt stkigt r eller varfr inte sga [--] otroligt stkiga r. Sedan september [----] s har portfljen varit nere och studsat p -60% (2022) och -50% (2023) p ret fr att sedan vnda upp med besked. Jag r bde stolt ver att kunna skryta med s fin totalavkastning samtidigt som jag skms ver volatiliteten i grafen. r sjlv mkta imponerad av de investerare som lyckas n en jmn och stabil avkastning ver tid. Jag kan tydligt inte sllas till den skaran nnu. Det kan nog vara bra fr hlsa och psyke med en ngot mer diversifierad portflj framver. Samtidigt finns det f saker som r s tillfredstllande som" [X Link](https://x.com/anyuser/status/1740678760477683935) 2023-12-29T10:18Z [----] followers, 17K engagements "Har det gjorts ngra rliga frsk p att squeeza blankarna i SINCH Brjar bli komiskt hur systematisk denna blankarattack r. Vi testar med att starta en hashtag #sinchsqueeze - reposta fr att skapa lite spridning #SINCH $SINCH #fintwit #finanstwitter📈💸" [X Link](https://x.com/anyuser/status/1562714124660125699) 2022-08-25T08:10Z [----] followers, [--] engagements "Ny artikel Denna gng gr BillieBillion igenom #SBB $SBB. Vad stmmer egentligen av den kritik som riktats frn blankarfirmorna Hur har SBB bemtt kritiken Ett frsk till opartisk verblick Hoppas den kan bringa lite klarhet i lget 📈🤔 https://www.billiebillion.com/sbb-vad-ar-det-egentligen-som-stammer/ https://www.billiebillion.com/sbb-vad-ar-det-egentligen-som-stammer/" [X Link](https://x.com/anyuser/status/1541001827138912256) 2022-06-26T10:14Z [----] followers, [--] engagements "#sinchsqueeze p BillieBillion r nu uppdaterad efter dagens kursrusning Blir spnnande p mndag d vi fr siffrorna fr dagens short covering📈💸#SINCH $SINCH #sinchsqueeze https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/" [X Link](https://x.com/anyuser/status/1583553733840887809) 2022-10-21T20:20Z [----] followers, [--] engagements "Sinch #sinch $sinch #sinchsqueeze de stora blankarna flyr frn sina korta positioner. De som gillar att fundera ver "vad vet blankarna som vi andra inte vet" kan nu brja fundera ver huruvida dessa blankare vet ngonting verhuvudtaget. Snart ligger 50% av dem back i sina korta positioner. Mirabella och Two Creek ser ut att vara de med smst ingngsvrde p sina korta positioner. Trenden hller p att vnda fr Sinch men ven 10ringen fortstter handlas ner vilket r positivt fr brsen i helhet (i synnerhet fr hgbelnad tech). Det brjar bli tight i drren fr dessa blankare ven om paniken inte har utbrutit n." [X Link](https://x.com/anyuser/status/1722244885041000598) 2023-11-08T13:29Z [----] followers, [----] engagements "#sinchsqueeze verkar bli tight i drren fr blankarna i Sinch #sinch $sinch fortsatt ca [--] miljoner aktier som ska kpas tillbaka Fin riktkurshjning av JP Morgan idag dessutom ny riktkurs [--] kr (tidigare 55kr) de upprepar ven vervikt Trevlig fredag" [X Link](https://x.com/anyuser/status/1722888913264460196) 2023-11-10T08:08Z [----] followers, 12.8K engagements "Blankarna forts. frlora enorma summor p sina korta positioner i Sinch. Sedan 2022-10-03 har blankningen minskat med 5% och aktiekursen har rusat 165% Ca [--] miljoner aktier kvar att kpa tillbaka dvs 42% av freefloaten #sinch $sinch #sinchsqueeze 💸📈 https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/" [X Link](https://x.com/anyuser/status/1590751261946957824) 2022-11-10T17:00Z [----] followers, [--] engagements "Sinch: Starkt kassaflde 💸 Frbttrade bruttomarginaler 📈 Dubblade EBITDA-marginaler 💰 Smre omsttningstillvxt n vntat 📉 Blankarfirmornas main case mste vara stendtt nu nr kassafl. r s pass starkt & NE-risken r minimal 💸📈 #sinch #sinchsqueeze $sinch" [X Link](https://x.com/anyuser/status/1626136370031824897) 2023-02-16T08:28Z [----] followers, 29.2K engagements "Uppdatering ver blankarnas positioner i Sinch #sinch $sinch #sinchsqueeze Blankarna har brjat minska sina korta positioner. Det kommer vara oerhrt svrt fr dessa firmor att tcka dessa kortningar och fortsatt g med vinst. Det ska kpas tillbaka ca [---] miljoner aktier och drmed drygt 18% av Sinch freefloat - det r vad jag kallar ett rejlt "terkpsprogram" I skrivande stund ligger svl Gladstone som Two Creeks back i sina korta positioner. Skulle inte bli frvnad ifall vi fr se en FED som i veckan hller rntan flat och i s fall fr nog ven Marshall Wace stta p sig skerhetsbltet. Buckle up" [X Link](https://x.com/anyuser/status/1668656193852649476) 2023-06-13T16:26Z [----] followers, 16K engagements "@NordnetAra @NordnetSE @NordnetAxel @avanzabank Well med risk fr att lta hrd s hr tycker jag nog du gr dig dummare n du r Ara. Inte endast jag som tolkat din tweet p detta stt. Om du lser ditt eget kommentarsflt blir det rtt uppenb. att mnga ser det som en direkt kritik mot Avanzas nyligen etablerade samarbete" [X Link](https://x.com/anyuser/status/1619760585180168193) 2023-01-29T18:13Z [----] followers, [----] engagements "Sinch #sinch $sinch en uppdatering om lget i Sinch: - November [----] ser ut att bjuda p den bsta eller nst bsta mnatliga kursuppgngen fr Sinch ngonsin - Endast [--] strre blankare kvar i aktien - Alla strre blankare ligger back i sina positioner - Strsta blankningsminskningen p mnatlig basis ngonsin (-277% i november) - Strsta gapet mellan strre och mindre blankare ngonsin vilket historiskt har signalerat positiv nrtida aktiekursutveckling Trenden r tydlig blankarna vill komma ur sina korta positioner och Sinch gr som tget. Qube R&T kmpar idogt med att hlla aktiekursen under [--] kronor. Allt tyder" [X Link](https://x.com/anyuser/status/1728007455739691164) 2023-11-24T11:07Z [----] followers, [----] engagements "Knslan nr blankarna flyr hals ver huvud i Sinch #sinch $sinch Grattis till alla hrdade Sinch-gare #sinchsqueeze 📈💸" [X Link](https://x.com/anyuser/status/1725468124848238592) 2023-11-17T10:57Z [----] followers, 11.2K engagements "Sinch #sinch $sinch levererade en fin Q3-rapport idag. De uppvisade ett starkt kassaflde och en tydlig plan framt fr att f fart p den organiska tillvxten. Mot bakgrund av att makrolget och penningpolitiken sakteliga mjuknar kan vi nog konstatera att Sinch har det vrsta bakom sig och bolaget har hanterat det med bravur. Risken fr en nyemission r nu fullt avskriven i min bok. Bolaget har ett starkt kassaflde stabila huvudgare och en mycket kompetent ledning detta bygger en grogrund fr fin vrdetillvxt p lite sikt. De senaste [--] mnaderna har ledningen varit handlingskraftig och organisationen har" [X Link](https://x.com/anyuser/status/1721934817380495862) 2023-11-07T16:57Z [----] followers, [----] engagements "Uppdatering #sinchsqueeze Nu borde [--] av [--] stora blankare i Sinch ligga back i sina positioner Blir mycket short covering nu Marshall Wace nsta att squeezas #SINCH $SINCH #sinchsqueeze 📈💸" [X Link](https://x.com/anyuser/status/1583355438703091714) 2022-10-21T07:12Z [----] followers, [--] engagements "Sinch handlas nu kring [--] kronor vilket innebr att blankarna frlorat multum p sina positioner. Det innebr ocks att Sinch i termer av % kursutveckling haft den i srklass bsta mnaden NGONSIN (+86%) Squeezen fortstter #SINCH $SINCH #sinchsqueeze 💸📈" [X Link](https://x.com/anyuser/status/1583389895321481217) 2022-10-21T09:29Z [----] followers, [--] engagements "Kuvari has left the ship 🛳P tiden att ta hem den blankarfrlusten i Sinch p -135% #sinch $sinch #sinchsqueeze ✅📈💸" [X Link](https://x.com/anyuser/status/1604786354180657152) 2022-12-19T10:30Z [----] followers, [----] engagements "Sinch #sinch $sinch slaktades idag av enligt mig ofrklarlig anledning. I skrivande stund handlas bolaget till ett marknadsvrde motsvarande 7x EBITDA p rullande [--] mnader och sett till EV handlas det till 10x EBITDA p rullande [--] mnader. S hr lga multiplar har bolaget ALDRIG handlats till sedan brsnoteringen [----]. EBITDA p rullande [--] mnader r drygt [--] miljarder SEK och brsvrdet r [--] miljarder SEK. Risken fr nyemission r att betrakta som bortblst och de krafttag som ledningen har gjort har resulterat i lgre kostnader och hgre bruttomarginaler. Pminner alla intresserade om dagens fina siffra som" [X Link](https://x.com/anyuser/status/1682422747920465920) 2023-07-21T16:10Z [----] followers, 31.5K engagements "Sinch handlas oerhrt svagt dligt tryck p kpsidan och blankarna sljer allt de kan f tag p 😅Gjorde ett enklare estimat ver vad Sinch skulle kunna bjuda p i termer av organisk bruttovinsttillvxt i Q1 [----]. Min gissning r att mnga underskattar effekten av att tillvxten i deras tre stora frvrv (Inteliquent Pathwire och MessageMedia) i Q1 [----] fullt ut kommer att inkluderas i den verksamhet som rknas som organisk istllet fr frvrvad. Det borde ha en rtt betydande effekt p den organiska tillvxten. Om jag inte r helt ute och cyklar i mina estimat s kommer den organiska tillvxten inte vara ngot att" [X Link](https://x.com/anyuser/status/1636769916995944448) 2023-03-17T16:42Z [----] followers, 22.8K engagements "Nr blankare brjar anklaga investerare i Sinch #sinch $sinch #sinchsqueeze fr att skada andra marknadsaktrer s har vi ntt peak comedy p brsen 😂 Snlla @dagensindustri och @EkonomiGabriel snappa upp detta🙏🏻" [X Link](https://x.com/anyuser/status/1722967623904665987) 2023-11-10T13:21Z [----] followers, [----] engagements "Under grdagen ser det ut som Point72 Europe kade sin blankningsposition med ca 143% i Sinch. Det innebr att de slde ut ca [--] miljoner aktier och drmed stod fr ca 30% av ALL handel och trots detta stack kursen +45% Detta blir en squeeze som heter duga 🧐📈💸#sinch $sinch #sinchsqueeze" [X Link](https://x.com/anyuser/status/1651926349198553090) 2023-04-28T12:28Z [----] followers, 12.8K engagements "Uppd. blankarnas positioner i Sinch #sinch $sinch #sinchsqueeze Vi ser hur allt fler blankare brnner sig p sina korta positioner. Ifall vi fr se en fin Q2a nsta vecka s kommer squeezen vara ett faktum. Historiskt kan vi ven notera att Sinch aldrig haft fler n [--] stycken kvartal i rad med negativ aktiekursutveckling under ett verksamhetsr. Under [----] har de tv frsta kvartalen redan bjudit p negativ aktiekursutveckling - mycket negativt r redan inprisat i dagens aktiekurs. Sinch handlas i skrivande stund omkring 9-10x "owner earnings" (23 mdr/229 mdr) vilket till och med Buffett skulle medge r" [X Link](https://x.com/anyuser/status/1678708757151334400) 2023-07-11T10:12Z [----] followers, 11.7K engagements "Sinch $sinch #sinch Brsvrde: [---] miljarder SEK EV: [---] miljarder SEK EBITDA LTM: [--] miljarder SEK Vinst LTM (ex. av/nedskrivningar): [--] miljarder SEK EV/EBITDA: [--] P/E: [--] P dessa niver vljer allts blankare att ka sina korta positioner. Knns girigt" [X Link](https://x.com/anyuser/status/1706598426702487928) 2023-09-26T09:15Z [----] followers, 23.5K engagements "Sinch #sinch $sinch blankarna fortstter minska sina korta positioner. [--] av [--] strre blankare ligger back p sina positioner och hgst sannolikt kommer vi i slutet av denna vecka se [--] av [--] strre blankare ligga back. Vi ser hur en enormt stor andel av omsttningen frra veckan r ett resultat av blankarnas terkp av aktier (23%). Dagens uppgng i aktiekursen visar p hur godtycklig och ogenomtnkt denna blankarattack r. Nu tcker strre blankare med hgre ingngsvrde och vriga blankare panikerar. Den fundamentala analysen existerar inte fr dessa aktrer utan de agerar utifrn en strategi som snarast hr hemma p" [X Link](https://x.com/anyuser/status/1713950150219923481) 2023-10-16T16:08Z [----] followers, [----] engagements "Detta bekrftar ytterligare att Sinch har en fin Q4-rapport att vnta. Microsoft $MSFT rapporterade igr och den avd. som verkar ha presterat bst var deras commercial cloud products som bl.a. utgrs av CPaaS-lsningar💸📈 #sinch $sinch #sinchsqueeze https://www.bloomberg.com/news/articles/2023-01-24/microsoft-profit-tops-estimates-as-azure-cloud-proves-resilient https://www.bloomberg.com/news/articles/2023-01-24/microsoft-profit-tops-estimates-as-azure-cloud-proves-resilient" [X Link](https://x.com/anyuser/status/1618149925300367362) 2023-01-25T07:33Z [----] followers, [----] engagements "Sinch #sinch $sinch @dagensindustri #finanstwitter alla strre blankare ligger back i sina korta positioner. Trots en kad blankning de senaste dagarna s har aktiekursen stigit kraftigt - det tyder p att kptrycket kommit tillbaka. Volymen i orderboken har varit oerhrt hg vilket indikerar att strre brsaktrer brjat hitta tillbaka till aktien. Det borde bara vara en tidsfrga innan alla de strre blankarna inser vart det barkar. En makro och centralbankspolitik som inte indikerar ngot annat n rntesnkningar [----] och ett Sinch som str starkare n ngonsin dr tillvxtfokus terigen blivit mlbilden. Ser" [X Link](https://x.com/anyuser/status/1732306030845919583) 2023-12-06T07:48Z [----] followers, [----] engagements "Sinch #sinch $sinch nedan r en artikel som tydligt beskriver hur tillvxten i Sinch epost-segment fortsatt r mycket stark. Detta inte enbart under Black Friday och Cyber Monday utan under hela november mnad s steg antalet skickade epost-meddelanden kraftigt Tls att tillggas att Sinch epost-segment har en bruttomarginal p 77%. Under november mnad genomfrde Sinch [---] miljarder epostutskick. Vakna nu svenska fondfrvaltare eller har ni missat att Sinch r ledande inom CPaaS-branschen som r en enorm marknad Vldigt lsvrd artikel📈💸 https://www.mailgun.com/blog/email/bfcm-stats-2023/" [X Link](https://x.com/anyuser/status/1730564928728182939) 2023-12-01T12:30Z [----] followers, [----] engagements "#sinchsqueeze #sinch $sinch sinch" [X Link](https://x.com/anyuser/status/1731665581894475864) 2023-12-04T13:23Z [----] followers, [----] engagements "$SINCH r ett tillv.-bolag & mnga fokuserar p att kritisera bolaget fr fjolrets svaga org. tillvxt istllet fr att hylla Sinch frmga att; leverera starka kassaflden strka bruttomarginalen & minska exponeringen mot meddelandesegmentet tack vare frvrven 2020-21 👏📈💸" [X Link](https://x.com/anyuser/status/1632382323298652161) 2023-03-05T14:07Z [----] followers, 14.6K engagements "Uppdatering ver blankarnas positioner i Sinch Efter den fina kursuppgngen i fredags ligger nu [--] av [--] strre blankare back i sina positioner. Ifall aktien handlas upp till [--] kronor under kommande vecka s innebr det att [--] av [--] strre blankare r back p sina positioner. Det skulle kunna trigga en del algoritmstyrda blankare att vilja komma ur sina korta positioner - blir intressant att flja. En ytterligare #sinchsqueeze r i mina gon fortfarande hgst sannolikt. Tycker mnga journalister och investerare tenderar att lgga alla skuldtyngda bolag i samma sck. Det blir missvisande. Det som spelar roll r" [X Link](https://x.com/anyuser/status/1659929129851006983) 2023-05-20T14:28Z [----] followers, 11.9K engagements "Nr det gller Sinch mste man fundera ver vilken sida man str p🤔 Alt 1: Team Ningi (en blankarfirma som startades fr ett r sedan & fortf ingen vet vem som ligger bakom). Alt 2: Team bolagsledningen grundarna SEB Carnegie JP Morgan Thomas von Koch m.fl. $SINCH" [X Link](https://x.com/anyuser/status/1584796710081294336) 2022-10-25T06:39Z [----] followers, [--] engagements "Let the squeeze in Sinch #sinch $sinch continue short sellers are playing a game of chicken and loosing. Buyers are back inflation is coming down Sinch business is thriving and making loads of money 📈💸 Knslan nr blankarna flyr hals ver huvud i Sinch #sinch $sinch Grattis till alla hrdade Sinch-gare #sinchsqueeze 📈💸 https://t.co/prDGQnb7Dk Knslan nr blankarna flyr hals ver huvud i Sinch #sinch $sinch Grattis till alla hrdade Sinch-gare #sinchsqueeze 📈💸 https://t.co/prDGQnb7Dk" [X Link](https://x.com/anyuser/status/1734569899660398739) 2023-12-12T13:44Z [----] followers, [----] engagements "Dr ni Marshall Wace helt ute ur Sinch nu #SINCH $SINCH #sinchsqueeze📈💸" [X Link](https://x.com/anyuser/status/1584535796236767233) 2022-10-24T13:22Z [----] followers, [--] engagements "Sinch #sinch $sinch uppdatering ver blankarnas korta positioner. Blir en mid-day uppdatering pga av tidsbrist senare i eftermiddag. Blankarna fortstter tcka sina korta positioner i den snabbaste takt sedan oktober i fjol. I dagens uppdatering presenteras dessutom en ny graf dr det skildras ett tydligt samband mellan aktiekursens utveckling och de stora blankaraktrernas positionsminskningar. Nr de strre blankarna gr ur sina positioner och de mindre blankarna utgr en strre andel av den totala blankningen s har aktiekursen tenderat att ha en positiv utveckling. Samma trend som vi ser nu sg vi" [X Link](https://x.com/anyuser/status/1722986419730133131) 2023-11-10T14:35Z [----] followers, [----] engagements "Kan inte annat n hlla med JP Morgan om lget i Sinch💪🏼📈💸#sinch $sinch #sinchsqueeze #finanstwitter" [X Link](https://x.com/anyuser/status/1661266084878782465) 2023-05-24T07:01Z [----] followers, [----] engagements "Hr kommer en liten rknevning kring Sinch vrdering🧐 Hur hade Sinch sett ut i siffror om vi helt utesluter Meddelandesegmentet Dvs vad r verksamheten vrd exklusive Meddelandetjnster Under [----] gjorde Sinch verksamheter VOICE EMAIL och SMB ett EBITDA p ca [--] miljarder SEK. - VOICE EBITDA [----] [----] MSEK - org. BR-tillvxt [----] var 19% - EMAIL EBITDA [----] [---] MSEK - org. BR-tillvxt [----] var 35% och 23% r [----]. - SMB EBITDA [----] [---] MSEK - org. BR-tillvxt [----] 26% och 27% [----]. Sammantaget hade dessa verksamheter en organisk tillvxt under [----] p 23% och ett EBITDA p ca [--] miljarder SEK och" [X Link](https://x.com/anyuser/status/1638111158023385088) 2023-03-21T09:31Z [----] followers, 30.1K engagements "Sinch #sinch $sinch Amerikanska 10-ringen under 4% en mycket duvaktig FED och en svensk inflation som sjunker tillbaka betydligt snabbare n vntat. Nu r det vldigt vldigt trkigt att ligga kort i Sinch. Blankarna som redan ligger kraftigt back i sina positioner torde inte se ngon annan utvg n att realisera sina frluster. Let the short squeeze begin 📈💸" [X Link](https://x.com/anyuser/status/1735198782361379059) 2023-12-14T07:23Z [----] followers, [----] engagements "#sinchsqueeze #sinch $sinch sinch" [X Link](https://x.com/anyuser/status/1735232851426070542) 2023-12-14T09:38Z [----] followers, [----] engagements "Uppdatering ver blankarnas positioner i Sinch Drygt 20% av Sinch free-float r blankad - var femte aktie i bolaget allts. Mnga av blankarna har ingngsniver p sina positioner omkring 20-25 kronor - vi vet historiskt att dessa blankare inte r lngsiktiga med sina positioner. De frsvinner som en avlning vid minsta positiva signal. Skulle tycka det var intressant om @finansinsp kikade p hur de olika blankarfirmornas handelsmnster ser ut och om deras frekventa handel syftar till att hlla nere aktiekursen och drigenom snka frtroendet fr bolaget Kanske driver en egen utredning kring detta ifall vi" [X Link](https://x.com/anyuser/status/1658851959313399814) 2023-05-17T15:08Z [----] followers, 14.9K engagements "Well Sinch #sinch $sinch and Twilio $twlo #twlo are traded on different markets but they are nonetheless main competitors in the exact same industry. Twilio has been seen as the leader in the CPaaS industry due to their large rev share let's see for how long that will last. Twilio has an EV of [--] BSEK and Sinch [--] BSEK. Twilio is thus valued 25x Sinch although their revenue gap to Sinch has contracted vastly in the last years. Did I forget to mention that Sinch in fact has made roughly [--] BSEK in EBITDA last twelve months while Twilio lost roughly [---] BSEK in the same period. Arbitrage" [X Link](https://x.com/anyuser/status/1717155900924809287) 2023-10-25T12:27Z [----] followers, 10.9K engagements "Sinch #sinch $sinch #sinchsqueeze short sellers get out while you can 📈💸" [X Link](https://x.com/anyuser/status/1730539559027413067) 2023-12-01T10:49Z [----] followers, [----] engagements "Ny artikel Idag gr vi passande nog igenom Sinch Enjoy #SINCH $SINCH #pratapengar #fintwit #finanstwitter 💸📈 https://www.billiebillion.com/sinch-ett-kallt-krig-mellan-aktieagare-och-blankare/ https://www.billiebillion.com/sinch-ett-kallt-krig-mellan-aktieagare-och-blankare/" [X Link](https://x.com/anyuser/status/1577631224591425536) 2022-10-05T12:06Z [----] followers, [--] engagements "Uppd. siffror ver blankarnas positioner i Sinch Blankarna fortstter frlora multum p sina positioner 🥹 Sedan 2022-10-03 har blankningen minskat med 51% och aktiekursen stigit med 140% #sinch $sinch #sinchsqueeze💸📈 https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/" [X Link](https://x.com/anyuser/status/1590027259557335040) 2022-11-08T17:03Z [----] followers, [--] engagements "$TWLO Twilio verkar ju ta till sig av Ansons input. Strker caset i $sinch #sinch Sinch ytterligare imo 📈💸" [X Link](https://x.com/anyuser/status/1731708940713439264) 2023-12-04T16:15Z [----] followers, [----] engagements "Uppd. siffror ver blankarnas positioner i Sinch Kursen rusar under hg omsttning i aktien trots att blankarna kar sina korta positioner. Blankarna frlorar stora summor😬Jag tolkar det som ett mycket positivt tecken📈💸#sinch $sinch #sinchsqueeze https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/" [X Link](https://x.com/anyuser/status/1612168458891923463) 2023-01-08T19:24Z [----] followers, 20.6K engagements "Bra Sinch 📈💸👏🏻💪🏼#sinch $sinch https://www.globenewswire.com/news-release/2023/03/21/2631554/0/en/Sinch-Named-Adobe-Digital-Experience-Technology-Partner-of-the-Year-Customer-Journeys.html https://www.globenewswire.com/news-release/2023/03/21/2631554/0/en/Sinch-Named-Adobe-Digital-Experience-Technology-Partner-of-the-Year-Customer-Journeys.html" [X Link](https://x.com/anyuser/status/1638195316418658306) 2023-03-21T15:06Z [----] followers, [----] engagements "Bra jobbat Sinch Uppfriskande med en kvinnlig VD inom en s pass mansdominerad bransch. Tyder p att hon r en killer - tycker det ven verkar terspegla sig i dagens aktiekurs 📈💸 #sinch $sinch #sinchsqueeze https://www.di.se/live/sinchs-ordforande-efter-vd-bytet-inte-for-avsikt-att-forandra-var-strategi/ https://www.di.se/live/sinchs-ordforande-efter-vd-bytet-inte-for-avsikt-att-forandra-var-strategi/" [X Link](https://x.com/anyuser/status/1641338581405822977) 2023-03-30T07:16Z [----] followers, [----] engagements "Efter att ha lyssnat p Ericssons finansdirektr Carl Mellander p DI-TV dr han bestmt menar att det inte finns ngon anledning att skriva ner vrdet p Vonage gr det mig (om mjligt) n mer verraskad ver hur Sinch kan handlas till dessa lga multiplar Vonage frvrvades fr 44x frsljningen och 34x EBITDA p rullande tolv mnader. Samma multipel p Sinch skulle ge ett brsvrde p 95-120 miljarder SEK - allts ca 4-5x hgre n dagens vrdering. Och vill ven tillgga att Sinch befinner sig i en bttre position n Vonage p grund av sin storlek och breda produktportflj. De som vljer att lyssna till och oroas av" [X Link](https://x.com/anyuser/status/1648252151020371968) 2023-04-18T09:08Z [----] followers, [----] engagements "Sinch #sinch $sinch lgsta nivn av strre blankarpositioner p mer n ett r. Blankarfirmorna visar svart p vitt att de inte lngre ser ett kortningscase i Sinch. Nu ska ytterligare ca [--] miljoner aktier kpas tillbaka. Undra vem som r intresserad att slja nr kortklmman blankarna frsatt sig i r s hr uppenbar" [X Link](https://x.com/anyuser/status/1725451864311726539) 2023-11-17T09:52Z [----] followers, [----] engagements "Flaggades imorse om att SocGen kpt p sig fler aktier i Sinch 🔔 Min gissning r att de r en av mnga institutioner som brjat kpa in sig igen under de senaste dagarna. Blir en vldigt intressant Q4a #sinch $sinch #sinchsqueeze 💸📈" [X Link](https://x.com/anyuser/status/1612898156827508738) 2023-01-10T19:44Z [----] followers, 21.4K engagements "Vilken jvla volym i stngsningscallen i Sinch Insynskp🤔 #sinch $sinch #sinchsqueeze 💸📈" [X Link](https://x.com/anyuser/status/1591106335374024705) 2022-11-11T16:31Z [----] followers, [--] engagements "Uppdateringarna av blankarnas positioner i Sinch #sinch $sinch kommer att ske mer frekvent framgent. Det r alldeles uppenbart fr oss som fljer bolaget att handeln r extremt blankarstyrd. Vissa (jag sjlv inkluderad) vill mena att nr minst 20% av en akties omsttning utgrs av ett ftal aktrers handel s innebr det att dessa aktrer (i detta fall blankarfirmor) styr aktiens kurs i en avsevrt stor utstrckning. En pverkan som enbart r laglig frutsatt att aktrernas handel i aktien inte har fr ambition att styra aktiekursens utveckling. D kan man stlla sig frgan finns det ekonomiska incitament hos dessa" [X Link](https://x.com/anyuser/status/1709199167036215728) 2023-10-03T13:30Z [----] followers, [----] engagements "Sinch #sinch $sinch under grdagen minskade Marshall Wace sin korta position i Sinch frn 138% till 119%. En kraftig minskning och drmed ett kraftigt aktieterkp p [--] miljoner aktier. Kort sagt stod deras terkp/blankartckning fr s mycket som 22% av grdagens totala omsttning i aktien. Mycket tyder p att de frsker komma ur sin position.#finanstwitter" [X Link](https://x.com/anyuser/status/1712070663370887669) 2023-10-11T11:40Z [----] followers, [----] engagements "$SINCH bottnade under Coronakraschen den 23/3-2020. Bolaget handlades d till P/E (2019) = [--] och P/E (2020) = [--]. Idag handlas bolaget till P/E (2021) = [--] och PE (2022) = [--]. $SINCH handlas allts till lgre P/E-multipel idag n p deras lgsta niver under Coronakraschen.🤔" [X Link](https://x.com/anyuser/status/1480490457587232768) 2022-01-10T10:43Z [----] followers, [--] engagements "Nu enbart [--] stycken strre blankare kvar i Sinch $sinch #sinch blankarna saknar conviction i sina positioner och den slngiga kortsiktiga handel som dessa strre blankarfirmor sysslat med brjar komma till ett slut. Sannolikt kommer ven strre fonder snart betrakta bolaget som investeringsbart igen. Hoppas innerligt att denna blankarhandel genomlyses av @finansinsp och @Ekobrottsmyndig i en nra framtid🧐" [X Link](https://x.com/anyuser/status/1747979271748915361) 2024-01-18T13:48Z [----] followers, [----] engagements "Societe Generale fortstter ka innehavet i Sinch 💸📈Vi lr f se fler institut som inser vrdet med CPaaS och Sinchs plattform under r [----] #sinch $sinch #sinchsqueeze #letsgo" [X Link](https://x.com/anyuser/status/1618227369554378754) 2023-01-25T12:40Z [----] followers, [----] engagements "Blir spnnande att se hur blankarna i Sinch reagerar nu i nrtid nr 25% av free floaten ska kpas tillbaka och sentimentet r s pass starkt. I Q4an har Sinch historiskt genererat 50% av rets vinst. Dessutom har vinstmarginalen i snitt legat p 12%. #sinch $sinch 🧐📈💸" [X Link](https://x.com/anyuser/status/1615332207110897664) 2023-01-17T12:56Z [----] followers, 10.7K engagements "Sinch #sinch $sinch Instmmer med @privataaffarer #finanstwitter #pratapengar 📈💸" [X Link](https://x.com/anyuser/status/1727321567015874719) 2023-11-22T13:42Z [----] followers, 10.2K engagements "Sinch $sinch #sinch frra veckan utgjorde blankarhandeln minst 23% av den totala omsttningen i Sinch aktie. Ganska galet om du frgar mig. Gladstone och Marshall Wace kmpar med att kommer ur sina korta positioner vilket i sin tur stter press p de blankare med smre ingngsvrden i sin korta position (ex. Two Creeks Systematica och Mirabella). Det kostar att vara girig. Omkring [---] miljoner aktier ska blankarna kpa tillbaka och det r inte lika kul nr det finns vldigt f aktiegare som r intresserade av att slja sin andel. Nstan att betrakta som ett aggressivt terkpsprogram 📈💸 #finanstwitter" [X Link](https://x.com/anyuser/status/1713921525533864028) 2023-10-16T14:15Z [----] followers, [----] engagements "Mycket njd aktiegare i Sinch #sinch $sinch denna morgon Organisk bruttovinsttillvxt 13% exkl. engngseffekter 4%. Total bruttovinsttillvxt 20%. Organisk tillvxt av justerad EBITDA 21%. Och lgg dessutom till att de amorterat [---] MSEK p skulden under kvartalet och ftt ner nettoskuld/justerad EBITDA till 24x. Laurinda och teamet levererade enligt mig en Pang-rapport. Jag hade inte velat sitta p kortsidan idag 📈💸 #sinchsqueeze" [X Link](https://x.com/anyuser/status/1682272550229770241) 2023-07-21T06:13Z [----] followers, 25.6K engagements "Uppd. siffror efter dagens rusning i Sinch Blankarna ligger snett s det str hrliga till Imorgon fr vi se hur mycket de lyckades tcka. Gissningsvis kommer de behva fortstta kpa tillbaka aktier under kommande dagar 💸📈#sinch $sinch #sinchsqueeze https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/" [X Link](https://x.com/anyuser/status/1587852534118600704) 2022-11-02T17:01Z [----] followers, [--] engagements "Sinch aktiekurs har sedan 17e maj [----] stigit med ca +23% under samma period har blankningen minskat med cirka [--] procentenheter (15 miljoner aktier har kpts tillbaka). Det finns fortsatt ca [---] miljoner aktier (118%) som ska kpas tillbaka. Blir en intressant resa att flja de nrmaste mnaderna #sinch $sinch #sinchsqueeze" [X Link](https://x.com/anyuser/status/1668944880989503488) 2023-06-14T11:34Z [----] followers, 12.2K engagements "Uppdatering ver blankarnas positioner i Sinch Blankningen har kat kraftigt senaste veckorna och i samband med de senaste blankarfirmornas intg knns det som mina uppdateringar ver deras positioner brjar bli intressant igen. Blev innan stngning idag s mina grafer utgr ifrn en kurs p [-----] kronor. Ser ut att stnga ver det i skrivande stund. Enjoy #sinch $sinch #sinchsqueeze https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/" [X Link](https://x.com/anyuser/status/1651954166393102337) 2023-04-28T14:18Z [----] followers, [----] engagements "SINCH levererar en helt OK rapport och blankarna verkar fly hals ver huvud. Eller r det insysnskp som sker nu Jmfrelsetalen i Q2 blir betydligt enklare och likas jmfrelsetalen fr resten av ret Laurinda Pang verkar vara en pang-VD. Nu ker vi #sinchsqueeze #sinch $sinch" [X Link](https://x.com/anyuser/status/1651587129061830657) 2023-04-27T14:00Z [----] followers, 18.2K engagements "Ser nog en hel del blankare som tcker positioner i Sinch idag - P TIDEN Good luck covering you shorts 70M shares to buy back 📈💸😅 #sinch #sinchsqueeze $sinch" [X Link](https://x.com/anyuser/status/1621087358006468610) 2023-02-02T10:05Z [----] followers, [----] engagements "Thomas von Koch i dagens Brsmorgon beskriver sin syn p Sinch. Kan inte annat n hlla med. En smart man💪🏼 #sinch $sinch #pratapengar #finanstwitter #fintwit" [X Link](https://x.com/anyuser/status/1702247426097086635) 2023-09-14T09:06Z [----] followers, 10.1K engagements "Carnegie rknar med en stabil Q3a fr Sinch #sinch $sinch och upprepar kprekommendation samt riktkurs p [--] SEK 💸📈 https://www.privataaffarer.se/placeringar/aktierekar/carnegie-raknar-med-stabilt-kvartal-for-sinch/ https://www.privataaffarer.se/placeringar/aktierekar/carnegie-raknar-med-stabilt-kvartal-for-sinch/" [X Link](https://x.com/anyuser/status/1709134566504403286) 2023-10-03T09:13Z [----] followers, [----] engagements "Och s var dem bara tre Bde PDT och Point72 har nu tckt sina blankarpositioner och r inte lngre stora blankare i Sinch💸📈 #sinch $sinch #sinchsqueze" [X Link](https://x.com/anyuser/status/1588181707030614019) 2022-11-03T14:50Z [----] followers, [--] engagements "Sinch #sinch $sinch #sinchsqueeze ☺📈💸 Blir spnnande att flja en eventuell frsljning av Twilio Vid en frsljning vilket bolag kan tnkas bli tagare 🧐💸📈 Blir spnnande att flja en eventuell frsljning av Twilio Vid en frsljning vilket bolag kan tnkas bli tagare 🧐💸📈" [X Link](https://x.com/anyuser/status/1729497170892451895) 2023-11-28T13:47Z [----] followers, [----] engagements "Blir spnnande att flja en eventuell frsljning av Twilio Vid en frsljning vilket bolag kan tnkas bli tagare 🧐💸📈" [X Link](https://x.com/anyuser/status/1729488205030797735) 2023-11-28T13:11Z [----] followers, [----] engagements "Bank of America Merrill Lynch stter en riktkurs p [--] kr p Sinch Fint att fler storbanker brjar inse vrdet p bolaget och vartt den lngsiktiga trenden r pvg. Mindre kul r det fr blankarna😬📈💸 #sinch $sinch #sinchsqueeze" [X Link](https://x.com/anyuser/status/1603307686476582912) 2022-12-15T08:35Z [----] followers, [--] engagements "Uppd. siffror ver blankarnas positioner i Sinch Frr eller senare ska dessa korta positioner tckas. Som det ser ut i dagslget kommer det forts. driva upp kursen - srskilt nr andra institutioner & smsparare ligger p kpsidan #sinch $sinch 💸📈 https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/" [X Link](https://x.com/anyuser/status/1614279702432161795) 2023-01-14T15:14Z [----] followers, [----] engagements "I skrivande stund ser november mnad [----] ut att bli den bsta mnaden sett till aktiekursutveckling i Sinch #sinch $sinch #sinchsqueeze historia. Blankarna fortstter sin flykt med all rtt Qube R&T time to start your buybacks and realize your losses📈💸" [X Link](https://x.com/anyuser/status/1730219545263018367) 2023-11-30T13:37Z [----] followers, [----] engagements "BRAVO SINCH 🎉📈#sinch $sinch #finanstwitter #pratapengar https://investors.sinch.com/news-releases/news-release-details/sinch-announces-strategic-collaboration-salesforce-through https://investors.sinch.com/news-releases/news-release-details/sinch-announces-strategic-collaboration-salesforce-through" [X Link](https://x.com/anyuser/status/1646091597749125121) 2023-04-12T10:03Z [----] followers, 13.6K engagements "BillieBillion har noterat att det finns intresse fr en sammanstllning ver blankarfirmornas positioner i Sinch. Denna sida kommer med dagsfrska siffror. Hoppas detta kan bidra till en mer transparent marknad. #SINCH $SINCH #pratapengar #fintwit 📈 https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/" [X Link](https://x.com/anyuser/status/1580568939200798720) 2022-10-13T14:39Z [----] followers, [--] engagements "Uppdatering ver blankarnas positioner i Sinch #sinch $sinch #sinchsqueeze Vi ser hur de strre blankarna fortstter tcka sina positioner. Gladstone har fortsatt kpa tillbaka aktier under grdagen. Nu ligger [--] av [--] strre blankare back i sina positioner. Blankarna som ligger med frlust r Systematica och Mirabella. Nst p tur r Two Creeks Capital med ett ingngsvrde p [----] kronor och drefter Gladstone med ett ingngsvrde p [----] kronor. Eftersom ingen av de strre blankarna r fundamentala utan tekniska och i stor utstrckning algostyrda s borde n strre blankartckningar ske i takt med att makrofrhllandena" [X Link](https://x.com/anyuser/status/1711773686259237095) 2023-10-10T16:00Z [----] followers, [----] engagements "Dr klev ven Qube Research ut ur listan av strre blankare i Sinch #sinch $sinch. Som jag gissade s blev deras tid i storblankarlistan vldigt kort. Sinch #sinch $sinch Nu har tv strre blankare klivit ur Sinch. En strre blankare har tagit plats i form av Qube Research & Technologies. Jag tror Qubes vistelse i Sinch blankarlista kommer bli kortvarig men vi fr se. Totala blankningen fortstter minska i snabbaste takten https://t.co/tO9wdXTG9X Sinch #sinch $sinch Nu har tv strre blankare klivit ur Sinch. En strre blankare har tagit plats i form av Qube Research & Technologies. Jag tror Qubes" [X Link](https://x.com/anyuser/status/1725458358805676220) 2023-11-17T10:18Z [----] followers, [----] engagements "Sinch #sinch $sinch Nu har tv strre blankare klivit ur Sinch. En strre blankare har tagit plats i form av Qube Research & Technologies. Jag tror Qubes vistelse i Sinch blankarlista kommer bli kortvarig men vi fr se. Totala blankningen fortstter minska i snabbaste takten sedan oktober [----]. Nasdaq ser ut att ppna upp. Doftar bullar i eftermiddag 📈💸" [X Link](https://x.com/anyuser/status/1724767544916033633) 2023-11-15T12:33Z [----] followers, 13.6K engagements "Kan ngon (#finanstwitter) frklara varfr Sinch #sinch $sinch handlas lgre idag sett till flertalet multiplar n vad de handlades p i september frra ret nr mnga oroade sig fr: 1) Softbanks utfrsljning av aktier 2) Kassafldet 3) Nyemission 4) VD som sparkas 5) Organisk tillvxttakt I skrivande stund finns det bara en parameter att vara orolig ver och det r punkt [--]. Kommer den organiska tillvxten tillbaka Fr att svara p den frgan kan man brja med att stlla fljande tre frgor: 1) Kommer CPaaS-branschen fortstta vxa 2) Kommer Sinch kunna bibehlla sina marginaler 3) Kommer Sinch kunna bibehlla sin" [X Link](https://x.com/anyuser/status/1702693237222207685) 2023-09-15T14:37Z [----] followers, [----] engagements "Sinch #sinch $sinch #sinchsqueeze #finanstwitter #pratapengar 💸📈" [X Link](https://x.com/anyuser/status/1711643766346440904) 2023-10-10T07:24Z [----] followers, [----] engagements "Sinch #sinch $sinch blankningen minskar p mnatlig basis i snabbaste takten ngonsin. Spnnande att flja Two Creek ska ngon gng ta stoppen och kpa tillbaka drygt [---] miljoner aktier. Hrde jag ofrivilligt terkpsprogram 😂" [X Link](https://x.com/anyuser/status/1726974668127838218) 2023-11-21T14:43Z [----] followers, [----] engagements "Point72 Europe har nu klivit ur sin korta position i Sinch. Borde blivit en frlustaffr. Endast tv strre blankare kvar i aktien #sinch $sinch #sinchsqueeze 👏🏻📈💸" [X Link](https://x.com/anyuser/status/1632732809411407878) 2023-03-06T13:20Z [----] followers, 14.5K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BillieBillion1 BillieBillion
BillieBillion posts on X about $sinch, som, kan, sin the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] +1,060%
- [--] Month [------] +122%
- [--] Months [------] +647%
- [--] Year [------] +1,478%
Mentions: [--] #
- [--] Months [--] +383%
- [--] Year [--] +357%
Followers: [-----] #
- [--] Week [-----] +1.20%
- [--] Month [-----] +3.40%
- [--] Months [-----] +16%
- [--] Year [-----] +16%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands countries exchanges cryptocurrencies social networks financial services fashion brands
Social topic influence $sinch, som, kan, sin, $tigr, ven, in the, $qcls, investment, $twlo
Top accounts mentioned or mentioned by @finansinsp @ekobrottsmyndig @martinshkreli @dagensindustri @alexeliasson @jaltucher @jupitersstonks @tomsankiller @capybarareborn @cruxcapital @mytmike123 @nordnetse @nordnetara @nordnetaxel @avanzabank @germaninvestor @blazershooter @2ndtrader @m1kehuncho @coorslightceo
Top assets mentioned Twilio, Inc. (TWLO) Robinhood Markets, Inc. (HOOD) Beyond Meat, Inc. (BYND) Snap, Inc. (SNAP) Alibaba Group (BABA) GameStop, Corp. (GME) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc (CRWV) D-Wave Quantum Inc. (QBTS) IPG Photonics Corporation (IPGP) Quantum Computing Inc. (QUBT) Sandisk Corporation (SNDK) Micron Technology, Inc. (MU) Kaspi.kz Joint Stock Company (KSPI) Bull Market (BULL) RAI Finance (SOFI) Interactive Brokers Group, Inc. (IBKR) Mario Coin (COIN) Charles Schwab Corporation (SCHW) Coherent Inc (COHR) Lumentum Holdings Inc. Common Stock (LITE) NVIDIA Corp. (NVDA)
Top Social Posts
Top posts by engagements in the last [--] hours
"Fin rapport frn Husqvarna 🍾📈#husq $husq"
X Link 2023-04-20T06:33Z [----] followers, [--] engagements
"@German_investor JP Morgan believes Sinch is currently trading at attractive levels and that the upcoming Q2 report together with AI could be positive triggers for the stock. The bank notes that the volumes for Communication Platforms as a Service (CPaaS) is stabilizing and that the pricing"
X Link 2023-05-24T10:44Z [----] followers, [--] engagements
"Uppmanar terigen alla som vill att @finansinsp och @Ekobrottsmyndig utreder blankarhandeln i Sinch att skriva under detta ppna brev. De som fljt handeln under de senaste mnaderna kan konstatera att en enormt stor del av aktiehandeln r styrd av blankarfirmor. Frgan"
X Link 2023-06-28T08:54Z [----] followers, [--] engagements
"@blazer_shooter I have not looked too thoroughly at Twilio since I try not to invest in companies with negative cashflows. But in general Twilio is growing fast but they are also loosing money every quarter. Are they growing fast as a result of extensive investments in marketing and sales or"
X Link 2023-07-22T05:02Z [----] followers, [--] engagements
"Stocks are falling because a recession is coming home prices are not following because homeowners are not expecting a recession and the housing market is not as forward looking as the stock market gold is rising because of uncertainties in the overall market oil prices rising because the risk of a world war has increased significantly. I do not fully understand the rise in tech stocks but otherwise it seems pretty reasonable"
X Link 2023-10-20T12:34Z [----] followers, 18.3K engagements
"Well Sinch #sinch $sinch and Twilio $twlo #twlo are traded on different markets but they are nonetheless main competitors in the exact same industry. Twilio has been seen as the leader in the CPaaS industry due to their large rev share let's see for how long that will last. Twilio has an EV of [--] BSEK and Sinch [--] BSEK. Twilio is thus valued 25x Sinch although their revenue gap to Sinch has contracted vastly in the last years. Did I forget to mention that Sinch in fact has made roughly [--] BSEK in EBITDA last twelve months while Twilio lost roughly [---] BSEK in the same period. Arbitrage"
X Link 2023-10-25T12:27Z [----] followers, 10.9K engagements
"Inflationen i euroomrdet sjunker tillbaka kraftigt. Snart kommer vi nog se en del centralbanker i Europa flagga fr snkningar under [----]. Brjar bli lge fr marknaden att terigen vrdera upp kassafldespositiva techfretag med hg tillvxtpotential. [----] kommer helt klart bli ett stlbad fr de bolag som redan nu har det kmpigt med kassafldet de bolag som dremot blivit kraftigt nedvrderade som ett resultat av de stora omallokeringar som skett borde nu snarast se det omvnda"
X Link 2023-10-31T10:22Z [----] followers, [----] engagements
"Blir spnnande att flja en eventuell frsljning av Twilio Vid en frsljning vilket bolag kan tnkas bli tagare 🧐💸📈"
X Link 2023-11-28T13:11Z [----] followers, [----] engagements
"Sinch #sinch $sinch #sinchsqueeze ☺📈💸 Blir spnnande att flja en eventuell frsljning av Twilio Vid en frsljning vilket bolag kan tnkas bli tagare 🧐💸📈 Blir spnnande att flja en eventuell frsljning av Twilio Vid en frsljning vilket bolag kan tnkas bli tagare 🧐💸📈"
X Link 2023-11-28T13:47Z [----] followers, [----] engagements
"Anson interested in Twilio #twlo $twlo acquiring Sinch #sinch $sinch - I say goodbye to all the short sellers in Sinch 👋🏼💸📈"
X Link 2023-11-28T14:02Z [----] followers, [----] engagements
"Haha @2ndtrader r du bitter fr att du ligger kort eller Varfr krkas ut pessimism annars nr ett hrdblankat svenskt bolag fr lite luft under vingarna Att ett brev publiceras som nmner Sinch som uppkpskandidat r positivt oavsett om brevet skrevs idag eller r [----]. Det r frst nu marknaden fr nys om vad som sttt i brevet. Ser dessutom inte var det str att brevet skulle ha skrivits 2021"
X Link 2023-11-28T14:35Z [----] followers, [---] engagements
"Trevligt att du ger en halv procent av hela investor👍🏼 tror en aktivistfond kan ha ganska stor inverkan i twilio framver inte minst pga det missnje som finns med befintliga grundaren och VDn. Kan nog g ganska fort nr de vl brjat aktivista sig. Framfr allt ifall de kper in sig nnu mer. Men vi fr vl se"
X Link 2023-11-28T15:10Z [----] followers, [--] engagements
"Sinch #sinch $sinch nedan r en artikel som tydligt beskriver hur tillvxten i Sinch epost-segment fortsatt r mycket stark. Detta inte enbart under Black Friday och Cyber Monday utan under hela november mnad s steg antalet skickade epost-meddelanden kraftigt Tls att tillggas att Sinch epost-segment har en bruttomarginal p 77%. Under november mnad genomfrde Sinch [---] miljarder epostutskick. Vakna nu svenska fondfrvaltare eller har ni missat att Sinch r ledande inom CPaaS-branschen som r en enorm marknad Vldigt lsvrd artikel📈💸 https://www.mailgun.com/blog/email/bfcm-stats-2023/"
X Link 2023-12-01T12:30Z [----] followers, [----] engagements
"$TWLO Twilio verkar ju ta till sig av Ansons input. Strker caset i $sinch #sinch Sinch ytterligare imo 📈💸"
X Link 2023-12-04T16:15Z [----] followers, [----] engagements
"Exciting times with Kaspi $kspi #kspi taking another step towards US IPO 💸📈 Kazakhstani "super app" https://t.co/vfyAbXHlbh sets terms for $873 million US IPO $KSPI $IPO #IPO https://t.co/bR7cJF8GCN Kazakhstani "super app" https://t.co/vfyAbXHlbh sets terms for $873 million US IPO $KSPI $IPO #IPO https://t.co/bR7cJF8GCN"
X Link 2024-01-17T11:27Z [----] followers, [----] engagements
"Looks like another big step towards US IPO 👍"
X Link 2024-01-17T11:31Z [----] followers, [---] engagements
"Sinch $sinch #sinch BIG NEWS Bird vervger bud p Twilio 📈💸"
X Link 2024-02-01T13:11Z [----] followers, [---] engagements
"Finns vl ganska mnga skl till det tycker jag. Men frmst [--] stycken. [--]. Twilio handlas till betydligt hgre multiplar och att det finns en strre aktr inom branschen som r beredd att betala denna typ av multipel indikerar det att vrderingen p den strsta konkurrenten - Sinch - r igonfallande lg. Frvisso inte lika extrem tillvxt men r en av f spelare som faktiskt har en fin tillvxt och samtidigt tjnar vldigt mycket pengar. [--]. Att m&a-marknaden kommer igng p riktigt inom en bransch visar p den tillfrsikt som finns hos investerare inom branschen. Det skulle kunna indikera att den hrd pressade"
X Link 2024-02-01T13:41Z [----] followers, [--] engagements
"Sinch $sinch #sinch helt galna rrelser och nyheter frn konkurrenten Bird som tyvrr tvingar en investerare som mig att tacka fr kaffet i Sinch. Nr Bird uttryckligen skriver p sin hemsida att de ska trycka ner priset till MAX p SMS fr att kunden inte ska behva betala "verpris" s kan man inte annat n darra ordentligt p manschetten. 70% av Sinch omsttning kommer just frn SMS-verksamheten. Om nu denna verksamhets framtida vinst helt ska skrivas av s vore det givetvis en deal breaker fr investeringscaset. Sannolikt r det en marketing ploy frn Bird i syfte att frska f ver kunder eller kanske ett"
X Link 2024-02-01T14:40Z [----] followers, [--] engagements
"Ja. Jag minskade positionen ganska ordentligt strax fre rsskiftet vilket jag skrev en tweet om. Sedan tog jag hem resten av positionen idag. Som sagt r ett stort fan av verksamheten och deras kassaflde men nu blir jag orolig ver att marginalkontraktion kommer drabba hela branschen p lite lngre sikt och d tror jag mig kunna hitta case med bttre avkastning i frhllande till risken. Min riktkurs p Sinch har legat omkring 60-70kr MEN det i min kalkyl frutstter det att den tvsiffriga organiska tillvxten kommer tillbaka samt att deras marginaler inte kraftigt frsmras. Nu r bda dessa faktorer helt"
X Link 2024-02-01T23:21Z [----] followers, [--] engagements
"Ja framtiden fr utvisa. Jag fr dock intrycket att de menar allvar. P deras front page av hemsidan str ju exakt detta "90% cost reduction on US SMS compared to top [--] SMS-vendors" och 40% cost reduction on Email compared to top three email vendors". Det knns som mer n ett marketing ploy. Om det kommer fungera i lngden eller om det frstter Bird i konkurs vet jag inte. Men det finns investerare som nog r ganska intresserade av att hlla Bird-skeppet flytande.och oavsett om Bird kommer genomfra sin strategi fullt ut eller ej s stter det en ganska jobbig prgel p hela branschen tycker jag."
X Link 2024-02-02T11:41Z [----] followers, [--] engagements
"Att Sinch snittkostnad per meddelande ligger strax under [--] re r inte svrt att rkna fram. Men det r viktigt att jmfra Birds priser i en geografi med Sinch priser i samma geografi. Annars blir det en helt irrelevant jmfrelse. Det enda jag skriver r att din slutsats i orginalmeddelandet r fel. Sinch pris per SMS i SVERIGE r knappt 3x hgre n Birds prissttning p SMS i Sverige. Sedan kan man ju gra samma jmfrelse i USA och se hur utfallet r dr"
X Link 2024-02-06T06:55Z [----] followers, [--] engagements
"Zuckerberg r en vinnare och en killer och jag sjlv tror deras Quest [--] kommer bli en seris konkurrent till Apples Vision Pro. Detta kan vara brjan p en skifte mellan techjttarna. Om Meta lyckas konkurrera med hrdvara vad stoppar dem frn att skapa ytterligare hrdvara (mobiler meta watches meta pads etc) eller en Meta-store fr den delen. En sund utveckling eftersom Apple i stort sett haft monopol p appmarknaden det senaste decenniet"
X Link 2024-02-14T07:37Z [----] followers, [--] engagements
"Tror dock man kan sluta sig till att det finns affrer s det rcker och blir ver fr bde Kaspi och Halyk i vriga delar av vrlden oberoende om vad Ryssland har fr relationer till vst. Kina r sedan igr Kazakstans strsta handelspartner s man kan nog ven slppa risken fr att Ryssen blir aggressiv i nrtid. En potent risk kan dock vara naturkatastrofer risk fr revolution valutarisk och korruption. Men r ju rtt billiga bolag och r ju alltid trevligt med hg direktavkastning samtidigt som tillvxten r hg"
X Link 2024-02-20T20:35Z [----] followers, [--] engagements
"@m1kehuncho Just a quick reminder they do have [--] BUSD i net debt so the more relevant number is their EV which is around 16-17BUSD currently. However still interesting:)"
X Link 2024-10-11T05:56Z [----] followers, [--] engagements
"@CoorsLightCEO Twilio trades about 7x Sinch on P/S-multiple while Sinch is the one of the two with actual positive free cashflows (only reason Twilios FCF is positive is because the write-back of stock based compensation). It is unreal. Holding Sinch in my own portfolio"
X Link 2025-01-16T15:08Z [----] followers, [---] engagements
"So now OpenAI is looking at [---] BUSD valuation in their next funding round. What is a justifiable valuation for Alibaba $BABA in that case A company with serious earnings and allegedly a better product than OpenAI🤔 #openai #BABA OpenAI and $BABA are both valued at $200B Baba makes more in net income than OpenAI does revenue and has just released a better AI model Interesting OpenAI and $BABA are both valued at $200B Baba makes more in net income than OpenAI does revenue and has just released a better AI model Interesting"
X Link 2025-01-30T19:45Z [----] followers, [----] engagements
"@Pecunia30 @Pecunia30 BUMP"
X Link 2025-03-10T14:24Z [----] followers, [--] engagements
"$TIGR is way too cheap outpacing the growth of $futu $hood and $bull and still trades at much lower multiples🐯thanks for a great analysis @alexeliasson 🙏🏻 The valuation dislocation is outrageous and $TIGR could double overnight and still be cheap. $BULL $HOOD https://t.co/zQ97oZisa7 The valuation dislocation is outrageous and $TIGR could double overnight and still be cheap. $BULL $HOOD https://t.co/zQ97oZisa7"
X Link 2025-07-20T13:17Z [----] followers, [----] engagements
"$nyab #nyab fint projekt fr Nyab NYAB signs collaboration agreement for major tramway project in Uppsala https://t.co/VRmmISqO34 NYAB signs collaboration agreement for major tramway project in Uppsala https://t.co/VRmmISqO34"
X Link 2025-08-05T08:42Z [----] followers, [----] engagements
"Agree $tigr margin expansion and high revenue growth should motivate a higher earnings multiple on NTM-basis. Currently trading at P/E NTM [--]. Also as you mention $tigr and $futu has a tendency to follow each other. Now $futu has taken off and $tigr is still much cheaper in every aspect"
X Link 2025-08-07T11:32Z [----] followers, [---] engagements
"@smamynt @alexeliasson I have unfortunately not tried the product so my insight in the core fundamentals is lacking in that regard. However looking at the user growth AUM growth and their expanding operating margins it is clear that their platform is compelling"
X Link 2025-08-25T18:57Z [----] followers, [--] engagements
"A great report from Up Fintech $tigr - several record highs and still trading at a cheap earnings multiple around 12-13 on NTM-basis. Revenues are growing fast profits are surging and comparing the valuation to other Fintech firms ( $futu $hood $sofi) it looks like $tigr could double and still trade below the majority of its peers"
X Link 2025-08-27T08:40Z [----] followers, [----] engagements
"Revenue growth is similar but earnings growth is much higher for $tigr. Valuation wise $tigr is trading at lower multiples. Historically $tigr and $futu have had a tendency to trade at similar multiples. $tigr has even to a large extent traded at higher multiples than $futu. Now the profit margins for $tigr are expanding which clearly reflects in the earnings growth. If the valuation were to trade somewhat close to $futu simoultaneously as the net income margins stabalize around 30% then we should see 20-25 usd/share pretty soon IMO. With $tigr you also get a much better geographical spread"
X Link 2025-08-27T10:57Z [----] followers, [---] engagements
"Yup Im not saying Futu is not generating impressive growth numbers. Im just saying that they have a higher valuation than $tigr and are trading at a historically speaking high premium to $tigr on forward looking numbers. Revenue growth for Futu in q2 was 70% and revenue growth for $tigr was 60%. I mean not a huge difference from a revenue perspective. But Futu is for sure an interesting company and their growth is staggering. But eg looking at the valuations besides from future earnings. Futu has total client assets of around [---] BUSD $tigr has [--] BUSD. Futu is trading at 10x the market cap"
X Link 2025-08-27T11:33Z [----] followers, [---] engagements
"$tigr with a beat in every metric already trading at low multiples to peers should not be suffering a -19% drawdown from pre-market highs. Are retail investors panicking over other retail investors ruthless profit taking Todays trading in $tigr makes absolute zero sense to meIm a buyer here"
X Link 2025-08-27T17:47Z [----] followers, [----] engagements
"$BABA Alibaba back in the portfolio after looking through their Q2 report this Friday. As I wrote back in February it seems like the revenue growth from the China Commerce segment is continuing to pick up and looks sustainable. First time in a while they generate solid growth figures in all of the main revenue segments (China Commerce Cloud and International Digital Commerce). Add to that they start developing an AI chip to fill the void from NVIDIAs chip. It appears the Chinese stock market is on the path to a longer bull run. If this would be the case I believe it is reasonable to own the"
X Link 2025-08-31T14:54Z [----] followers, [----] engagements
"As a comparison Amazon has 4-5x the retail sales/ecommerce of Alibaba where a large part comes from the US. If Chinas economy picks up speed and the Chinese consumers have more money to spend I have a hard time believing that Alibabas ecommerce would not grow significantly since Chinas population is 4x that of the US"
X Link 2025-08-31T17:09Z [----] followers, [--] engagements
"Really good summary of the investment case $tigr big thanks for putting in the effort @ReneSellmann 🙏🏻🐯 Tiger Brokers might be the most overlooked brokerage in the world. The bear case: Tiger Brokers is just another cyclical brokerage. The bull case: Its a capital-light compounder with a long runway in Asia. ✅ 59% growth ✅ 13x earnings (vs. 50x of $HOOD) ✅ Founder-led This https://t.co/s3xhBuzQu6 Tiger Brokers might be the most overlooked brokerage in the world. The bear case: Tiger Brokers is just another cyclical brokerage. The bull case: Its a capital-light compounder with a long runway"
X Link 2025-09-05T18:52Z [----] followers, [----] engagements
"Har det gjorts ngra rliga frsk p att squeeza blankarna i SINCH Brjar bli komiskt hur systematisk denna blankarattack r. Vi testar med att starta en hashtag #sinchsqueeze - reposta fr att skapa lite spridning #SINCH $SINCH #fintwit #finanstwitter📈💸"
X Link 2022-08-25T08:10Z [----] followers, [--] engagements
"@DalioInvest @jonniestrades @noel82x @Fat__FIRE @Ten_Bagger @Lindhe_ @Robban_T @Invest20003 @oscarfogelstrm @IanHammar @DrDampen @RocketeerCrypto @C3POno1"
X Link 2022-08-25T08:47Z [----] followers, [--] engagements
"Great analysis $SINCH certainly has a strong position in the CPaaS industry & will have in the future. The industry is expected to grow at 30% YoY. If Sinch can stabilize margins after consolidating their recent acquisitions & grow through cross-selling the future looks bright💸 Sinch Stock: Squeezed Between Revenue-Hungry Operators & Competitors(CLCMF) https://t.co/ACc8ZHq2al Sinch Stock: Squeezed Between Revenue-Hungry Operators & Competitors(CLCMF) https://t.co/ACc8ZHq2al"
X Link 2022-08-30T13:36Z [----] followers, [--] engagements
"Ny analys om bolaget Haypp #haypp $haypp 💸📈 https://www.billiebillion.com/haypp-varldens-storsta-digitala-aterforsaljare-av-nikotinportioner/ https://www.billiebillion.com/haypp-varldens-storsta-digitala-aterforsaljare-av-nikotinportioner/"
X Link 2024-01-23T10:13Z [----] followers, [----] engagements
"Twilio $TWLO current market cap [----] BUSD on est. revenue [----] of [---] BUSD and expected growth of 7-8%. Largest competitor in the CPaaS market Sinch $SINCH current market cap [--] BUSD on est. revenue [----] of [---] BUSD and expected growth of 3-4%. Both companies have normalized net income margins around 10%. Is the 3-4% difference in expected growth worth paying [--] times as much for 🤔"
X Link 2025-01-28T16:57Z [----] followers, [----] engagements
"New holding in the portfolio Up Fintech $tigr - competing with $hood $futu $ibkr $coin $schw among others but you get it for half the multiple (P/E NTM 12-13) and double the growth. High revenue growth ongoing marginal expansion and potential for multiple expansion as well. Historically $tigr has traced the earnings multiple of $futu but last months it has been lagging. When markets realize that both its margins and multiple could double this will likely take off Thanks @alexeliasson for finding this exciting investment opportunity 🤝"
X Link 2025-07-31T15:19Z [----] followers, [----] engagements
"Accumulated more Up Fintech $tigr shares at low $11. Happy to get the chance. Now largest holding in the portfolio. Looking forward to see this take off. Could trade at double the price and still be the lowest valued stock broker in relation to its growth and earnings margins"
X Link 2025-09-10T19:55Z [----] followers, [----] engagements
"Up Fintech $tigr looking strong premarket 📈 Maybe thanks to the positive trade talks between US and China Maybe because its a cheap high-growth fintech company Maybe both 🧐"
X Link 2025-09-15T12:40Z [----] followers, [----] engagements
"Since last week BillieBillion is long on the $WLAC SPAC - if you want to own a fast-growing (rev growth 240% H1-25) business with limited downside (cash $1060/share) 75-80% adj. EBITDA margins founder led (Andrew Karos founded and self-funded the company in 2023) and operating within the AI Bare-Metal GPU Cloud space AND trading at 4.4x the adj. EBITDA 2026E - well then this is worth looking into. Peers among other larger tech firms $nbis $crwv Hopefully well see the merge get finalized in Q4 [----] and then Ill just let it grow organically in size in my portfolio 💼📈 $WLAC Below is the"
X Link 2025-10-19T13:22Z [----] followers, [----] engagements
"Agree with you 100% In its core this is an investment where you will have to believe that the AI GPU trend/hype/growth is here to stay and that the team in this company will be able to execute their strategy successfully. The belief in the Boost Run team is a crucial part for this investment to make sense. From what I can read they seem to be the right people for the job. Lets see if Im right👍🏼"
X Link 2025-10-19T14:48Z [----] followers, [---] engagements
"My pov is that this investment on a short term basis has a downside risk of 20% from current levels ($13 to $106) and potential upside of 200-300% if the AI/SPAC hype in the US continues. And I like those odds. Along the way if this company seems to perform like I hope it will well then the conviction keeping it for the longer term increases"
X Link 2025-10-19T14:54Z [----] followers, [--] engagements
"Call me crazy but 3% of the portfolio went into $BYND yesterday at [---] USD/share. If this is the new $GME short squeeze I must expose myself to the opportunity. This goes against my investing strategy in its core but with the [--] BILLION () Beyond-shares traded in yesterdays market I figured this is more likely than not to rally even higher. This is a play on human psychology with no connection to business fundamentals or logic and a very speculative investment. I really wouldnt recommend it but it is intriguing😅as always what I write here should never be interpreted as a recommendation all"
X Link 2025-10-21T09:16Z [----] followers, [----] engagements
"Retail investors crushing the Wall street sharks that are irresponsibly short on $BYND 📈ripping 50% pre-market Call me crazy but 3% of the portfolio went into $BYND yesterday at [---] USD/share. If this is the new $GME short squeeze I must expose myself to the opportunity. This goes against my investing strategy in its core but with the [--] BILLION () Beyond-shares traded in yesterdays https://t.co/Z6FECPxgdB Call me crazy but 3% of the portfolio went into $BYND yesterday at [---] USD/share. If this is the new $GME short squeeze I must expose myself to the opportunity. This goes against my"
X Link 2025-10-21T12:53Z [----] followers, [---] engagements
"@rickybruno40 I actually think it will adjust sooner than that but semi-peers like $nbis and $crwv have also been crushed by the market lately. I think well see a multiple expansion in these names as soon as the AI trend continues to show strength in the Q3 reports"
X Link 2025-10-21T16:40Z [----] followers, [---] engagements
"Except the short ratio is more like 10% at most due to the stock issuance that quadrupled the number of shares. So many of the $bynd investors seem to think there is a short squeeze happening while in fact its like 10% of freefloat that has been shorted and probably much less now due to the heavy trading that has taken place and managed the shorts to cover their positions"
X Link 2025-10-22T17:35Z [----] followers, [---] engagements
"@JupitersStonks @tomsankiller @capybaraReborn Bruh"
X Link 2025-10-22T17:41Z [----] followers, [---] engagements
"@JupitersStonks @tomsankiller @capybaraReborn Yep lock-up expired then and the 316M new $BYND shares hit NASDAQ unrestricted via DTC on Oct [--]. RSUs arent part of this exchange so theyre not the holdup - or am I missing something"
X Link 2025-10-22T17:50Z [----] followers, [---] engagements
"@blondesnmoney Thanks yheai dont see any reason for this sharp drop. Probably nothing but i sold out. This stock is a jokemade to many bad decisions owning it. Now i will watch from the sidelines for a while"
X Link 2025-11-19T16:45Z [----] followers, [---] engagements
"My song about the rise and fall of Intellego $int Listen share repost use it in your pod or whatever but please send cred to @BillieBillion1 if you do Enjoy❤🙏🏻🎶 The song is dedicated to @SvenNordenstam who probably saved thousands of people from loosing their life savings in this company. Thanks for putting in the work Sven🙏🏻 https://aimusicgenerator.xyz/song/bjvkda3k9f23qr7zun0s9c5qalternative=false https://aimusicgenerator.xyz/song/bjvkda3k9f23qr7zun0s9c5qalternative=false https://aimusicgenerator.xyz/song/bjvkda3k9f23qr7zun0s9c5qalternative=false"
X Link 2025-11-20T07:10Z [----] followers, [----] engagements
"Optics/photonics moving forward perhaps faster than previously expected🤔 $qcls $cohr $lite GF now expects $NVDA to incorporate CPO into the scale-up networking of one version of its [----] Rubin Ultra architecture. _ NVIDIAs scale-up optical solutions could arrive earlier than expected: As mentioned in our previous OCP report on Oct [--] and our series of AI networking GF now expects $NVDA to incorporate CPO into the scale-up networking of one version of its [----] Rubin Ultra architecture. _ NVIDIAs scale-up optical solutions could arrive earlier than expected: As mentioned in our previous OCP"
X Link 2025-12-10T07:44Z [----] followers, [----] engagements
"There is potential for a nice short squeeze in $QCLS if these numbers from last november still holds - could have happened stuff since last november but this short interest figure was updated yesterday and if there still are at least a couple of hundred thousand shares shorted out there it means a large percentage of the ACTUAL freefloat is shorted since 3M out of the 4M shares are owned by $PMCB and around 200k are owned by company insiders. Assuming these guys are not trading their shares this make the actual freefloat a tiny 800k and thus with this number from last november it means"
X Link 2025-12-10T09:13Z [----] followers, [----] engagements
"@DanW2Capital @MartinShkreli @jaltucher Yup comparing it to peers quant and photonic companies like $ionq $qbts $qubt $almu $ipgp $lwlg and similar - they are ALL worth at least [---] musd with zero to minimal revenues"
X Link 2025-12-12T11:33Z [----] followers, [---] engagements
"I have a strong feeling we will squeeze som $QCLS short sellers today 🙏🏻 let the Christmas rally begin"
X Link 2025-12-18T11:14Z [----] followers, [---] engagements
"Let the rally begin🎅🏼🎄 ⚠US CPI YoY Actual 2.7% (Forecast 3.1% Previous 3.0%) US Core CPI YoY Actual 2.6% (Forecast 3% Previous 3.0%) US CPI MoM Actual 0.204% (Forecast 0.3% Previous 0.3%) US Core CPI MoM Actual 0.159% (Forecast 0.3% Previous 0.2%) US Initial Jobless Claims Actual 224k ⚠US CPI YoY Actual 2.7% (Forecast 3.1% Previous 3.0%) US Core CPI YoY Actual 2.6% (Forecast 3% Previous 3.0%) US CPI MoM Actual 0.204% (Forecast 0.3% Previous 0.3%) US Core CPI MoM Actual 0.159% (Forecast 0.3% Previous 0.2%) US Initial Jobless Claims Actual 224k"
X Link 2025-12-18T13:39Z [----] followers, [----] engagements
"Nice reversal from $QCLS from day low around -7% to +5%. Quantum stocks like $qbts $rgti $qubt rallying today should send some continued strength to $QCLS 🙏🏻👍🏼"
X Link 2025-12-22T17:15Z [----] followers, [---] engagements
"$QCLS latest short interest shows that more than 1m shares were shorted by mid December - that is 25% of ALL shares outstanding. How big is the free float - a bit unclear but it wouldnt be bold to assume that close to 35-40% of the free float is shorted. If Q/C were to push som positive press releases with eg. more senior advisors like @jaltucher and @MartinShkreli these shorts will get squeezed in nanosecond. Long $QCLS - holding because its interesting tech but the short squeeze potential is a big bonus👍🏼 There is potential for a nice short squeeze in $QCLS if these numbers from last"
X Link 2025-12-29T15:28Z [----] followers, [----] engagements
"Maybe this is the acquisition $RTAC is going for JUST IN: Trump family's crypto firm World Liberty Financial applies for US banking license. https://t.co/zaIMhiahDy JUST IN: Trump family's crypto firm World Liberty Financial applies for US banking license. https://t.co/zaIMhiahDy"
X Link 2026-01-07T21:47Z [----] followers, [----] engagements
"Should strengthen the case for $qure in the upcoming Type A meeting with FDA and should also create more business for $clpt in the long run 👍🏼 Happy to announce today regulatory flexibilities for cell and gene therapies. Patients and those working on cures deserve common sense approaches. https://t.co/bV4cYZWsA9 Happy to announce today regulatory flexibilities for cell and gene therapies. Patients and those working on cures deserve common sense approaches. https://t.co/bV4cYZWsA9"
X Link 2026-01-12T14:17Z [----] followers, [----] engagements
"@crux_capital_ Interesting read If you are looking for a microcap to add to your photonic portfolio maybe this article could be of interest to you https://open.substack.com/pub/billiebillion/p/company-analysis-qc-technologiesr=755crs&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/billiebillion/p/company-analysis-qc-technologiesr=755crs&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-18T18:31Z [----] followers, [--] engagements
"@ThebluewhaleP @crux_capital_ https://open.substack.com/pub/billiebillion/p/company-analysis-qc-technologiesr=755crs&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/billiebillion/p/company-analysis-qc-technologiesr=755crs&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-18T18:31Z [----] followers, [--] engagements
"Dude either you actually believe this which would make you intellectually disabled or you are trying very hard to create insecurity among shareholders. Either way you are a person that no one in any investment community would be interested in listening to. So please just leave. No one wants you on this platform"
X Link 2026-01-22T15:56Z [----] followers, [--] engagements
"@Newbie47Steve @CoreyCicero @TT_stocks_ @Q_CTechnologies @MartinShkreli @RemindMe 31/12-2026"
X Link 2026-01-22T16:05Z [----] followers, [---] engagements
"$AZELIO Milestone [--] - Proof of technology ✅ Milestone [--] - Proof of market/concept ✅ Milestone [--] - Proof of scalability ✅ Milestone [--] - Proof of business (To be continued) #finanstwitter"
X Link 2021-09-22T09:12Z [----] followers, [--] engagements
"$QCLS My analysis of the AI bottlenecks and why Q/C Technologies $QCLS might be the solution to these very real issues. Thank you @MartinShkreli and @jaltucher for introducing me to this company. Looking forward to see what the future holds for this very commendable effort https://t.co/yE6O6c3AFu My analysis of the AI bottlenecks and why Q/C Technologies $QCLS might be the solution to these very real issues. Thank you @MartinShkreli and @jaltucher for introducing me to this company. Looking forward to see what the future holds for this very commendable effort https://t.co/yE6O6c3AFu"
X Link 2026-01-23T16:12Z [----] followers, [----] engagements
"New article enjoy https://open.substack.com/pub/billiebillion/p/connecting-dots-from-micro-caps-tor=755crs&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/billiebillion/p/connecting-dots-from-micro-caps-tor=755crs&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-29T15:07Z [----] followers, [---] engagements
"$QCLS $OPTX $LULU"
X Link 2026-01-29T15:28Z [----] followers, [---] engagements
"Ok $NBIS is up $CRWV is up other SPACS like $HOND $CCCX and $RTAC are up - why tf is $WLAC trading down"
X Link 2025-10-23T14:01Z [----] followers, [---] engagements
"New app where AI agents "rent humans" to do work IRL. We've gone full Humans have a jobs ➡AI will take humans jobs ➡AI will rent humans to do jobs for them ➡Humans have jobs 🥳 https://rentahuman.ai https://rentahuman.ai"
X Link 2026-02-03T20:58Z [----] followers, [---] engagements
"This era will be looked back on not as a period of irrational exuberance but as the most significant infrastructure build-out since the railroads. Bubbles are temporary. Foundations are permanent. While the masses fear the peak the wise understand we are still at the base📖 https://substack.com/@billiebillion/note/c-210189504r=755crs&utm_medium=ios&utm_source=notes-share-action https://substack.com/@billiebillion/note/c-210189504r=755crs&utm_medium=ios&utm_source=notes-share-action"
X Link 2026-02-05T07:31Z [----] followers, [---] engagements
"Agreed. I bought the dip on $SNDK and $MU today. $SNDK valuation is compelling - trading at 13x 2026E and just 7x 2027E earnings. This assumes the AI infrastructure boom holds which I believe it will. For the Mag [--] these CAPEX levels aren't just about immediate ROI; they are a survival play to maintain dominance. Staying atop the food chain requires massive investments especially given the intensifying tech arms race with China. Memory shortage is worse and will extend into [----] We got big CAPEX revisions The easiest way to make money is to bet on memory rn Memory shortage is worse and will"
X Link 2026-02-05T21:42Z [----] followers, [---] engagements
"New write-up ✍🏼this time Snapchat $SNAP the turnaround of [----]. Enjoy https://billiebillion.substack.com/p/company-analysis-snapchat-snap https://billiebillion.substack.com/p/company-analysis-snapchat-snap"
X Link 2026-02-12T16:14Z [----] followers, [---] engagements
"@danielemcphee har i grunden rtt #finanstwitter . Ett litet fastighetsbolag innebr strre risk och strre uppsida men ngra argument r helt enkelt fel. [--]. Logistri $Logist handlas i skrivande stund till rabatt mot rapporterad substans i Q1 [----]. D var substansvrdet per aktie 166kr och nu handlas aktien i 15.95kr. Det r en 4% rabatt mot substans. Sedan dess har bolaget gjort flera frvrv som dessutom borde driva upp substansvrdet ytterligare i nsta rapport d jag tolkat det som hela obligationslnet p [---] msek togs upp redan i Q1 (ej enbart den utnyttjade andelen av lnet). [--]. Sg inte att Logistri"
X Link 2025-07-28T11:37Z [----] followers, [---] engagements
"Well MAYBE these businesses should have a bare metal backup thats independent of the AWS infrastructure - just putting it out there🤔 $WLAC $BRUN @BoostRunGPUs #BREAKING Amazon Web Services (#AWS) infrastructure has gone down taking thousands of businesses offline. From Amazon Prime to Canva and McDonald's. https://t.co/g9W0DWCPef #BREAKING Amazon Web Services (#AWS) infrastructure has gone down taking thousands of businesses offline. From Amazon Prime to Canva and McDonald's. https://t.co/g9W0DWCPef"
X Link 2025-10-20T09:17Z [----] followers, [----] engagements
"@mytmike123 Here is the links with the emails referred to in the $OPTX short report regarding fraudulent reporting. Settled or not it is a bit.unsettling for an investor https://www.sec.gov/Archives/edgar/data/1866816/000164117225000750/ex99-1.htm https://www.sec.gov/Archives/edgar/data/1866816/000164117225001215/ex99-2.htm https://www.sec.gov/Archives/edgar/data/1866816/000164117225000750/ex99-1.htm https://www.sec.gov/Archives/edgar/data/1866816/000164117225001215/ex99-2.htm"
X Link 2026-02-12T17:21Z [----] followers, [---] engagements
"Looks like momentum around IPG Photonics $IPGP has shifted after massive beat in Q4 📈 Picked up some shares with profits from $SNDK and $MU $IPGP stock is already up a lot but the shift in momentum might drive the stock further. Thats what I think"
X Link 2026-02-12T20:10Z [----] followers, [---] engagements
"Bought some $SNAP here at [---] USD/share. My reasoning Profitability Pivot 💰: The company reached a major milestone last quarter turning profitable for the first time. Monetization Upside✅: With a massive user base of [--] billion Monthly Active Users (MAU) even a modest 1% conversion to their new $1.99/month memory storage tier would generate an additional $240M in annual high-margin revenue. Operating Leverage 💸: Based on recent quarterly performance incremental revenue is now largely flowing directly to the bottom line. Conservative Valuation 30: Even with a minimal 1% conversion rate on"
X Link 2026-02-09T19:48Z [----] followers, [----] engagements
"Just read the 'short report' on $OPTX and its honestly one of the least credible pieces Ive seen. Their main 'risks' are that the founder might cash out and that he owns too much - arguments that completely ignore the context of a growth play. Theyre also treating negative cash flow like a hidden secret when its actually a result of aggressive scaling to meet major Space and Defense contracts (like the Anduril subcontract). This is the same company with the same strong pipeline. Chairman and CEO Al Kapoor has been building this since 1999; hes clearly playing the long game not looking for a"
X Link 2026-02-11T15:02Z [----] followers, [----] engagements
"$SNAP Snapchat is going to be the turnaround of [----]. With [--] billion MAU and average app opening frequency of 30-40 times per day() even a monkey would manage to turn this platform profitable🐵 💸 https://billiebillion.substack.com/p/company-analysis-snapchat-snap https://billiebillion.substack.com/p/company-analysis-snapchat-snap"
X Link 2026-02-13T10:34Z [----] followers, [----] engagements
"BillieBillion - Infomercial - Vad gr vi"
X Link 2021-01-23T11:26Z [----] followers, [--] engagements
"r det endast jag som tycker @NordnetSE via @NordnetAra och @NordnetAxel tappar i anseende nr de regelbundet peakar och smutskastar sin nrmaste konkurrent @avanzabank - tycker det r lgt och det sger mer om kulturen som rder p Nordnet#smaktighet #pratapengar 🫠 Mina rda flaggor fr aktivt frvaltade fonder: 1) Mest buzz-words i sin investeringsfilosofi 2) Redovisar aktiecase med fantasi-uppsida 3) Majoriteten av innehaver ej vinstdrivande 4) Smre avkastning n jmfrbart index ver tid 5) Oskligt hga frvaltningsavgifter Mina rda flaggor fr aktivt frvaltade fonder: 1) Mest buzz-words i sin"
X Link 2023-01-29T17:04Z [----] followers, 184.6K engagements
"Mina rda flaggor fr aktivt frvaltade fonder: 1) Mest buzz-words i sin investeringsfilosofi 2) Redovisar aktiecase med fantasi-uppsida 3) Majoriteten av innehaver ej vinstdrivande 4) Smre avkastning n jmfrbart index ver tid 5) Oskligt hga frvaltningsavgifter"
X Link 2023-01-28T21:12Z 28.3K followers, 257.4K engagements
"Tv nya blankare har kommit in p halvkul niver (runt 25-30 kr) i Sinch senaste veckorna. Tnkte brja uppdatera #sinchsqueeze p hemsidan mer regelbundet igen om det r ngot som uppskattas Slng ivg en like om du tycker det vore en bra id #sinch $sinch"
X Link 2023-04-28T08:40Z [----] followers, [----] engagements
"Blankarna brnns i Sinch Hr kommer en verblick. Just nu pgr en fantastisk squeeze av i princip alla blankare (ink. Ningi). De frlorar miljoner minut fr minut Detta ser ut att bli det finaste kvartalet sett till % utveckling ngonsin #sinch $sinch #sinchsqueeze 💸📈"
X Link 2022-11-02T10:26Z [----] followers, [--] engagements
"Det r rent ut sagt katastrofalt att som ordfrande bete sig p det hr sttet. Lennart Schuss r ordfrande i ett fastighetsbolag med skyhg belning och negativt kassaflde som dessutom har en VD och storgare som belnat upp sig s kraftigt att hans skulder verstiger tillgngarna. Risken finns att Ilijas dliga riskhantering leder till att han tvingas slja stora delar av sitt innehav i SBB vilket leder till ytterligare kurskrasch. Vad r det ni skter s bra Schuss Vad fr er att tycka att Ilija r rtt person att fortstta uppdraget som VD Samma gubbe som belnat upp bolaget med [---] miljarder fr att sedan inte"
X Link 2023-05-09T16:58Z [----] followers, 58.7K engagements
"#sinchsqueeze p hemsidan r nu uppdaterad Se dagsfrska siffror ver blankarnas positioner. En tung dag fr blankarna 🥹 [--] av [--] blankare ligger tokback p sina korta positioner OCH Sinch gr mot finaste mnaden i mannaminne. Enjoy #sinch $sinch 💸📈 https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/"
X Link 2022-10-25T15:58Z [----] followers, [--] engagements
"Uppdatering av blankarnas positioner i Sinch $sinch #sinch 📈💸 Senaste dagarna har bde Gladstone och Marshall kpt tillbaka en hel del aktier och drmed tckt en del av sina korta positioner. Sannolikt kommer trenden fortstta eftersom mnga blankare kommer ihg vad som hnde i Q4 [----]. Mycket tyder p att en liknande situation kan intrffa ven under detta kvartal. Inte pga att Sinch kommer leverera en fantastisk kvartalsrapport utan fr att de kommer kunna uppvisa att kassafldet r intakt vilket terigen gr att blankar-caset r stendtt. Nr ven kpsidan av marknaden inser detta och vgar ta in lite mer"
X Link 2023-10-09T16:17Z [----] followers, [----] engagements
"Sinch #sinch $sinch #sinchsqueeze nu ligger 60% av de strre blankarna back i sina korta positioner. Systematica Investments har dessutom kommit ur sin korta position med vad det verkar en frlust. Dagens inflationsdata som styrker att rntetoppen r ndd (iaf i USA) verkar ha varit den sista spiken i kistan fr blankarkollektivet. Trenden av en blankning som fortstter minska kommer sannolikt fortstta. Bortsett frn positiv makro s r blankningscaset i Sinch numera att betrakta som stendtt. Den strsta frloraren i denna cirkus ser i skrivande stund ut att vara Two Creeks Capital som fortsatt blankat"
X Link 2023-11-14T17:13Z [----] followers, [----] engagements
"Alright Nu har ven Voleon tckt sin korta position i Sinch. Det blev en frlust p blyga [---] MSEK (-45%). Endast [--] stora blankare (ls bagholders) kvar. Caset "att blankare kanske vet ngot vi andra inte knner till" blir mindre sannolikt fr varje dag som gr 📈 #sinch $sinch"
X Link 2023-01-18T12:00Z [----] followers, 23.8K engagements
"Sinch tillbaka i Stoxx [---] Index Borde ge en fin skjuts kommande dagar/veckor📈 Nu ska mnga aktier inte endast kpas tillbaka av blankarfirmorna utan dessutom av Stoxx [---] indexfonder Kptryck deluxe 💸 #sinch $sinch #sinchsqueeze https://qontigo.com/replacements-for-linde-in-dax-and-stoxx-indices-announced/ https://qontigo.com/replacements-for-linde-in-dax-and-stoxx-indices-announced/"
X Link 2023-02-19T10:05Z [----] followers, 21.4K engagements
"ppet brev till @finansinsp och @Ekobrottsmyndig: En uppmaning att utreda blankarfirmornas handel i det svensknoterade brsbolaget Sinch AB Lnk till brevet: Om marknadsmanipulation eller en utbredd oro betrffande frekomsten av marknadsmanipulation inte utreds urgrper detta frtroendet fr vra svenska tillsynsmyndigheter och aktiemarknaden i stort. Marknadsmanipulation kan aldrig accepteras. Rder det en allmn uppfattning om att marknadsmanipulation frekommer och inte utreds s behver det uppmrksammas. Mot bakgrund av detta har BillieBillion valt att formulera ett ppet brev till @finansinsp och"
X Link 2023-05-28T10:17Z [----] followers, 52K engagements
"Sinch #sinch $sinch mycket fin nyhet 👍🏼 💸📈 https://www.di.se/nyheter/storbank-apple-besked-kan-lyfta-kraschad-kursraket/ https://www.di.se/nyheter/storbank-apple-besked-kan-lyfta-kraschad-kursraket/"
X Link 2023-11-19T15:22Z [----] followers, 16.3K engagements
"Mirabella ligger back -70% p sin korta position I #sinch $sinch Sinch. De kommer behva kpa tillbaka drygt [--] miljoner aktier i Sinch ver marknad fr att tcka positionen. Nr kursen nr [--] kronor ligger de 100% back och d lr short squeezen brja p allvar 💸📈"
X Link 2023-12-08T14:48Z [----] followers, [----] engagements
"Fin Q3-rapport frn Sinch #sinch $sinch Fokus ligger p att leverera ett starkt kassaflde och det lyckas bolaget sannerligen med. Operativt kassaflde p [---] MSEK och fritt kassaflde p [---] MSEK. Bolaget skriver i rapporten att de nu kommer skifta fokus till tillvxt igen efter drygt 1-1.5 r med stort fokus p kostnadsbesparingar och frbttrade marginaler. Vi som r investerade i bolaget borde vid det hr laget kunna avskriva risken fr nyemission. Det finns ingen rimlighet att lgga om strategin mot tillvxt ifall risk fr en nyemission lg i korten. Som stolt aktiegare i bolaget tycker jag denna rapport"
X Link 2023-11-07T07:18Z [----] followers, 16.2K engagements
"Sinch #sinch $sinch #sinchsqueeze blankarna fortstter tcka sina korta positioner i den snabbaste takten ngonsin p mnatlig basis. Under november mnad har totala blankningen minskat med 298% och aktiekursen har stigit med ca 60%. Det finns fortfarande vldigt mycket aktier som ska kpas tillbaka. RIP Two Creeks Mirabella och Qube R&T 💸📈"
X Link 2023-11-23T15:01Z [----] followers, [----] engagements
"Stocks are falling because a recession is coming home prices are not following because homeowners are not expecting a recession and the housing market is not as forward looking as the stock market gold is rising because of uncertainties in the overall market oil prices rising because the risk of a world war has increased significantly. I do not fully understand the rise in tech stocks but otherwise it seems pretty reasonable"
X Link 2023-10-20T12:34Z [----] followers, 18.3K engagements
"Uppdatering ver blankarnas korta positioner i Sinch #sinch $sinch Alla strre blankare ligger kraftigt back i sina korta positioner. Smst r Mirabella som ligger drygt -54% back. Qube R&T har kat sin korta position i ngot som ser ut att vara ett sista frsk att trycka ner aktiekursen vilket de har misslyckats med - fatalt. Denna vecka har aktiekursen hittills stigit med 1251%. Under november mnad har aktiekursen stigit dryga 69% vilket r den nst strsta mnatliga aktiekursuppgngen i Sinch brsnoterade historia. Trenden r tydlig - kptrycket har brjat komma tillbaka och december har historiskt sett"
X Link 2023-11-30T17:41Z [----] followers, [----] engagements
"Sinch #sinch $sinch nu har ven Arrowstreet och Gladstone klivit ur listan som strre blankare i bolaget. Blankningen r nere p 909% och endast [--] strre blankare finns kvar. [--] av [--] strre blankare ligger rejlt back i sina positioner. Min gissning r att Mirabella blir nsta firma att frska ta sig ur sin stora blankningsposition. De har ett ingngsvrde omkring 19kr. Under samma period som aktiekursen gtt upp 50% har blankningen minskat med 25%. Det ska allts tckas ytterligare 909% och allt tyder p att denna trend kommer fortstta. Blankningscaset i Sinch r stendtt och det vet marknaden om vid det hr"
X Link 2023-11-17T07:57Z [----] followers, [----] engagements
"Svar p tal frn Sinch Investor Relations p min frga ifall de ser ngon risk fr en nyemission under [----]. Kan aktiegare analyshus journalister och blankarfirmor ta fasta p denna informationen nu mnne📈💸 #sinch $sinch #sinchqueeze @dagensindustri"
X Link 2023-02-28T09:18Z [----] followers, 11K engagements
"DR Mirabella som bara fr ett par veckor sedan var strsta blankaren i Sinch r nu helt UTE ur sin position #sinch $sinch #sinchsqueeze ping @dagensindustri"
X Link 2022-10-26T14:24Z [----] followers, [--] engagements
"735% av aktierna i Sinch r blankade. Ca [--] miljoner aktier. Om vi utgr ifrn att de [--] strsta garna INTE sljer sina aktier s innebr det att blankarna behver kpa tillbaka 25% av alla aktier som finns tillgngliga p marknaden fr att tcka sina kortningar💸#sinch $sinch"
X Link 2023-01-11T16:13Z [----] followers, 16.2K engagements
"sinch #sinch $sinch #sinchsqueeze short sellers fleeing for their lives🙌🏼📈💸 Alla strre blankare (skerligen ven de flesta mindre blankare) ligger nu back i sina korta positioner. Vissa av dem ligger kraftigt back. Kort-caset r helt dtt och det r nu dags fr de sista blankarna att inse sitt misstag Tryck ut dem bara🍋"
X Link 2023-11-29T13:20Z [----] followers, [----] engagements
"Det har varit ett rtt stkigt r eller varfr inte sga [--] otroligt stkiga r. Sedan september [----] s har portfljen varit nere och studsat p -60% (2022) och -50% (2023) p ret fr att sedan vnda upp med besked. Jag r bde stolt ver att kunna skryta med s fin totalavkastning samtidigt som jag skms ver volatiliteten i grafen. r sjlv mkta imponerad av de investerare som lyckas n en jmn och stabil avkastning ver tid. Jag kan tydligt inte sllas till den skaran nnu. Det kan nog vara bra fr hlsa och psyke med en ngot mer diversifierad portflj framver. Samtidigt finns det f saker som r s tillfredstllande som"
X Link 2023-12-29T10:18Z [----] followers, 17K engagements
"Har det gjorts ngra rliga frsk p att squeeza blankarna i SINCH Brjar bli komiskt hur systematisk denna blankarattack r. Vi testar med att starta en hashtag #sinchsqueeze - reposta fr att skapa lite spridning #SINCH $SINCH #fintwit #finanstwitter📈💸"
X Link 2022-08-25T08:10Z [----] followers, [--] engagements
"Ny artikel Denna gng gr BillieBillion igenom #SBB $SBB. Vad stmmer egentligen av den kritik som riktats frn blankarfirmorna Hur har SBB bemtt kritiken Ett frsk till opartisk verblick Hoppas den kan bringa lite klarhet i lget 📈🤔 https://www.billiebillion.com/sbb-vad-ar-det-egentligen-som-stammer/ https://www.billiebillion.com/sbb-vad-ar-det-egentligen-som-stammer/"
X Link 2022-06-26T10:14Z [----] followers, [--] engagements
"#sinchsqueeze p BillieBillion r nu uppdaterad efter dagens kursrusning Blir spnnande p mndag d vi fr siffrorna fr dagens short covering📈💸#SINCH $SINCH #sinchsqueeze https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/"
X Link 2022-10-21T20:20Z [----] followers, [--] engagements
"Sinch #sinch $sinch #sinchsqueeze de stora blankarna flyr frn sina korta positioner. De som gillar att fundera ver "vad vet blankarna som vi andra inte vet" kan nu brja fundera ver huruvida dessa blankare vet ngonting verhuvudtaget. Snart ligger 50% av dem back i sina korta positioner. Mirabella och Two Creek ser ut att vara de med smst ingngsvrde p sina korta positioner. Trenden hller p att vnda fr Sinch men ven 10ringen fortstter handlas ner vilket r positivt fr brsen i helhet (i synnerhet fr hgbelnad tech). Det brjar bli tight i drren fr dessa blankare ven om paniken inte har utbrutit n."
X Link 2023-11-08T13:29Z [----] followers, [----] engagements
"#sinchsqueeze verkar bli tight i drren fr blankarna i Sinch #sinch $sinch fortsatt ca [--] miljoner aktier som ska kpas tillbaka Fin riktkurshjning av JP Morgan idag dessutom ny riktkurs [--] kr (tidigare 55kr) de upprepar ven vervikt Trevlig fredag"
X Link 2023-11-10T08:08Z [----] followers, 12.8K engagements
"Blankarna forts. frlora enorma summor p sina korta positioner i Sinch. Sedan 2022-10-03 har blankningen minskat med 5% och aktiekursen har rusat 165% Ca [--] miljoner aktier kvar att kpa tillbaka dvs 42% av freefloaten #sinch $sinch #sinchsqueeze 💸📈 https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/"
X Link 2022-11-10T17:00Z [----] followers, [--] engagements
"Sinch: Starkt kassaflde 💸 Frbttrade bruttomarginaler 📈 Dubblade EBITDA-marginaler 💰 Smre omsttningstillvxt n vntat 📉 Blankarfirmornas main case mste vara stendtt nu nr kassafl. r s pass starkt & NE-risken r minimal 💸📈 #sinch #sinchsqueeze $sinch"
X Link 2023-02-16T08:28Z [----] followers, 29.2K engagements
"Uppdatering ver blankarnas positioner i Sinch #sinch $sinch #sinchsqueeze Blankarna har brjat minska sina korta positioner. Det kommer vara oerhrt svrt fr dessa firmor att tcka dessa kortningar och fortsatt g med vinst. Det ska kpas tillbaka ca [---] miljoner aktier och drmed drygt 18% av Sinch freefloat - det r vad jag kallar ett rejlt "terkpsprogram" I skrivande stund ligger svl Gladstone som Two Creeks back i sina korta positioner. Skulle inte bli frvnad ifall vi fr se en FED som i veckan hller rntan flat och i s fall fr nog ven Marshall Wace stta p sig skerhetsbltet. Buckle up"
X Link 2023-06-13T16:26Z [----] followers, 16K engagements
"@NordnetAra @NordnetSE @NordnetAxel @avanzabank Well med risk fr att lta hrd s hr tycker jag nog du gr dig dummare n du r Ara. Inte endast jag som tolkat din tweet p detta stt. Om du lser ditt eget kommentarsflt blir det rtt uppenb. att mnga ser det som en direkt kritik mot Avanzas nyligen etablerade samarbete"
X Link 2023-01-29T18:13Z [----] followers, [----] engagements
"Sinch #sinch $sinch en uppdatering om lget i Sinch: - November [----] ser ut att bjuda p den bsta eller nst bsta mnatliga kursuppgngen fr Sinch ngonsin - Endast [--] strre blankare kvar i aktien - Alla strre blankare ligger back i sina positioner - Strsta blankningsminskningen p mnatlig basis ngonsin (-277% i november) - Strsta gapet mellan strre och mindre blankare ngonsin vilket historiskt har signalerat positiv nrtida aktiekursutveckling Trenden r tydlig blankarna vill komma ur sina korta positioner och Sinch gr som tget. Qube R&T kmpar idogt med att hlla aktiekursen under [--] kronor. Allt tyder"
X Link 2023-11-24T11:07Z [----] followers, [----] engagements
"Knslan nr blankarna flyr hals ver huvud i Sinch #sinch $sinch Grattis till alla hrdade Sinch-gare #sinchsqueeze 📈💸"
X Link 2023-11-17T10:57Z [----] followers, 11.2K engagements
"Sinch #sinch $sinch levererade en fin Q3-rapport idag. De uppvisade ett starkt kassaflde och en tydlig plan framt fr att f fart p den organiska tillvxten. Mot bakgrund av att makrolget och penningpolitiken sakteliga mjuknar kan vi nog konstatera att Sinch har det vrsta bakom sig och bolaget har hanterat det med bravur. Risken fr en nyemission r nu fullt avskriven i min bok. Bolaget har ett starkt kassaflde stabila huvudgare och en mycket kompetent ledning detta bygger en grogrund fr fin vrdetillvxt p lite sikt. De senaste [--] mnaderna har ledningen varit handlingskraftig och organisationen har"
X Link 2023-11-07T16:57Z [----] followers, [----] engagements
"Uppdatering #sinchsqueeze Nu borde [--] av [--] stora blankare i Sinch ligga back i sina positioner Blir mycket short covering nu Marshall Wace nsta att squeezas #SINCH $SINCH #sinchsqueeze 📈💸"
X Link 2022-10-21T07:12Z [----] followers, [--] engagements
"Sinch handlas nu kring [--] kronor vilket innebr att blankarna frlorat multum p sina positioner. Det innebr ocks att Sinch i termer av % kursutveckling haft den i srklass bsta mnaden NGONSIN (+86%) Squeezen fortstter #SINCH $SINCH #sinchsqueeze 💸📈"
X Link 2022-10-21T09:29Z [----] followers, [--] engagements
"Kuvari has left the ship 🛳P tiden att ta hem den blankarfrlusten i Sinch p -135% #sinch $sinch #sinchsqueeze ✅📈💸"
X Link 2022-12-19T10:30Z [----] followers, [----] engagements
"Sinch #sinch $sinch slaktades idag av enligt mig ofrklarlig anledning. I skrivande stund handlas bolaget till ett marknadsvrde motsvarande 7x EBITDA p rullande [--] mnader och sett till EV handlas det till 10x EBITDA p rullande [--] mnader. S hr lga multiplar har bolaget ALDRIG handlats till sedan brsnoteringen [----]. EBITDA p rullande [--] mnader r drygt [--] miljarder SEK och brsvrdet r [--] miljarder SEK. Risken fr nyemission r att betrakta som bortblst och de krafttag som ledningen har gjort har resulterat i lgre kostnader och hgre bruttomarginaler. Pminner alla intresserade om dagens fina siffra som"
X Link 2023-07-21T16:10Z [----] followers, 31.5K engagements
"Sinch handlas oerhrt svagt dligt tryck p kpsidan och blankarna sljer allt de kan f tag p 😅Gjorde ett enklare estimat ver vad Sinch skulle kunna bjuda p i termer av organisk bruttovinsttillvxt i Q1 [----]. Min gissning r att mnga underskattar effekten av att tillvxten i deras tre stora frvrv (Inteliquent Pathwire och MessageMedia) i Q1 [----] fullt ut kommer att inkluderas i den verksamhet som rknas som organisk istllet fr frvrvad. Det borde ha en rtt betydande effekt p den organiska tillvxten. Om jag inte r helt ute och cyklar i mina estimat s kommer den organiska tillvxten inte vara ngot att"
X Link 2023-03-17T16:42Z [----] followers, 22.8K engagements
"Nr blankare brjar anklaga investerare i Sinch #sinch $sinch #sinchsqueeze fr att skada andra marknadsaktrer s har vi ntt peak comedy p brsen 😂 Snlla @dagensindustri och @EkonomiGabriel snappa upp detta🙏🏻"
X Link 2023-11-10T13:21Z [----] followers, [----] engagements
"Under grdagen ser det ut som Point72 Europe kade sin blankningsposition med ca 143% i Sinch. Det innebr att de slde ut ca [--] miljoner aktier och drmed stod fr ca 30% av ALL handel och trots detta stack kursen +45% Detta blir en squeeze som heter duga 🧐📈💸#sinch $sinch #sinchsqueeze"
X Link 2023-04-28T12:28Z [----] followers, 12.8K engagements
"Uppd. blankarnas positioner i Sinch #sinch $sinch #sinchsqueeze Vi ser hur allt fler blankare brnner sig p sina korta positioner. Ifall vi fr se en fin Q2a nsta vecka s kommer squeezen vara ett faktum. Historiskt kan vi ven notera att Sinch aldrig haft fler n [--] stycken kvartal i rad med negativ aktiekursutveckling under ett verksamhetsr. Under [----] har de tv frsta kvartalen redan bjudit p negativ aktiekursutveckling - mycket negativt r redan inprisat i dagens aktiekurs. Sinch handlas i skrivande stund omkring 9-10x "owner earnings" (23 mdr/229 mdr) vilket till och med Buffett skulle medge r"
X Link 2023-07-11T10:12Z [----] followers, 11.7K engagements
"Sinch $sinch #sinch Brsvrde: [---] miljarder SEK EV: [---] miljarder SEK EBITDA LTM: [--] miljarder SEK Vinst LTM (ex. av/nedskrivningar): [--] miljarder SEK EV/EBITDA: [--] P/E: [--] P dessa niver vljer allts blankare att ka sina korta positioner. Knns girigt"
X Link 2023-09-26T09:15Z [----] followers, 23.5K engagements
"Sinch #sinch $sinch blankarna fortstter minska sina korta positioner. [--] av [--] strre blankare ligger back p sina positioner och hgst sannolikt kommer vi i slutet av denna vecka se [--] av [--] strre blankare ligga back. Vi ser hur en enormt stor andel av omsttningen frra veckan r ett resultat av blankarnas terkp av aktier (23%). Dagens uppgng i aktiekursen visar p hur godtycklig och ogenomtnkt denna blankarattack r. Nu tcker strre blankare med hgre ingngsvrde och vriga blankare panikerar. Den fundamentala analysen existerar inte fr dessa aktrer utan de agerar utifrn en strategi som snarast hr hemma p"
X Link 2023-10-16T16:08Z [----] followers, [----] engagements
"Detta bekrftar ytterligare att Sinch har en fin Q4-rapport att vnta. Microsoft $MSFT rapporterade igr och den avd. som verkar ha presterat bst var deras commercial cloud products som bl.a. utgrs av CPaaS-lsningar💸📈 #sinch $sinch #sinchsqueeze https://www.bloomberg.com/news/articles/2023-01-24/microsoft-profit-tops-estimates-as-azure-cloud-proves-resilient https://www.bloomberg.com/news/articles/2023-01-24/microsoft-profit-tops-estimates-as-azure-cloud-proves-resilient"
X Link 2023-01-25T07:33Z [----] followers, [----] engagements
"Sinch #sinch $sinch @dagensindustri #finanstwitter alla strre blankare ligger back i sina korta positioner. Trots en kad blankning de senaste dagarna s har aktiekursen stigit kraftigt - det tyder p att kptrycket kommit tillbaka. Volymen i orderboken har varit oerhrt hg vilket indikerar att strre brsaktrer brjat hitta tillbaka till aktien. Det borde bara vara en tidsfrga innan alla de strre blankarna inser vart det barkar. En makro och centralbankspolitik som inte indikerar ngot annat n rntesnkningar [----] och ett Sinch som str starkare n ngonsin dr tillvxtfokus terigen blivit mlbilden. Ser"
X Link 2023-12-06T07:48Z [----] followers, [----] engagements
"Sinch #sinch $sinch nedan r en artikel som tydligt beskriver hur tillvxten i Sinch epost-segment fortsatt r mycket stark. Detta inte enbart under Black Friday och Cyber Monday utan under hela november mnad s steg antalet skickade epost-meddelanden kraftigt Tls att tillggas att Sinch epost-segment har en bruttomarginal p 77%. Under november mnad genomfrde Sinch [---] miljarder epostutskick. Vakna nu svenska fondfrvaltare eller har ni missat att Sinch r ledande inom CPaaS-branschen som r en enorm marknad Vldigt lsvrd artikel📈💸 https://www.mailgun.com/blog/email/bfcm-stats-2023/"
X Link 2023-12-01T12:30Z [----] followers, [----] engagements
"#sinchsqueeze #sinch $sinch sinch"
X Link 2023-12-04T13:23Z [----] followers, [----] engagements
"$SINCH r ett tillv.-bolag & mnga fokuserar p att kritisera bolaget fr fjolrets svaga org. tillvxt istllet fr att hylla Sinch frmga att; leverera starka kassaflden strka bruttomarginalen & minska exponeringen mot meddelandesegmentet tack vare frvrven 2020-21 👏📈💸"
X Link 2023-03-05T14:07Z [----] followers, 14.6K engagements
"Uppdatering ver blankarnas positioner i Sinch Efter den fina kursuppgngen i fredags ligger nu [--] av [--] strre blankare back i sina positioner. Ifall aktien handlas upp till [--] kronor under kommande vecka s innebr det att [--] av [--] strre blankare r back p sina positioner. Det skulle kunna trigga en del algoritmstyrda blankare att vilja komma ur sina korta positioner - blir intressant att flja. En ytterligare #sinchsqueeze r i mina gon fortfarande hgst sannolikt. Tycker mnga journalister och investerare tenderar att lgga alla skuldtyngda bolag i samma sck. Det blir missvisande. Det som spelar roll r"
X Link 2023-05-20T14:28Z [----] followers, 11.9K engagements
"Nr det gller Sinch mste man fundera ver vilken sida man str p🤔 Alt 1: Team Ningi (en blankarfirma som startades fr ett r sedan & fortf ingen vet vem som ligger bakom). Alt 2: Team bolagsledningen grundarna SEB Carnegie JP Morgan Thomas von Koch m.fl. $SINCH"
X Link 2022-10-25T06:39Z [----] followers, [--] engagements
"Let the squeeze in Sinch #sinch $sinch continue short sellers are playing a game of chicken and loosing. Buyers are back inflation is coming down Sinch business is thriving and making loads of money 📈💸 Knslan nr blankarna flyr hals ver huvud i Sinch #sinch $sinch Grattis till alla hrdade Sinch-gare #sinchsqueeze 📈💸 https://t.co/prDGQnb7Dk Knslan nr blankarna flyr hals ver huvud i Sinch #sinch $sinch Grattis till alla hrdade Sinch-gare #sinchsqueeze 📈💸 https://t.co/prDGQnb7Dk"
X Link 2023-12-12T13:44Z [----] followers, [----] engagements
"Dr ni Marshall Wace helt ute ur Sinch nu #SINCH $SINCH #sinchsqueeze📈💸"
X Link 2022-10-24T13:22Z [----] followers, [--] engagements
"Sinch #sinch $sinch uppdatering ver blankarnas korta positioner. Blir en mid-day uppdatering pga av tidsbrist senare i eftermiddag. Blankarna fortstter tcka sina korta positioner i den snabbaste takt sedan oktober i fjol. I dagens uppdatering presenteras dessutom en ny graf dr det skildras ett tydligt samband mellan aktiekursens utveckling och de stora blankaraktrernas positionsminskningar. Nr de strre blankarna gr ur sina positioner och de mindre blankarna utgr en strre andel av den totala blankningen s har aktiekursen tenderat att ha en positiv utveckling. Samma trend som vi ser nu sg vi"
X Link 2023-11-10T14:35Z [----] followers, [----] engagements
"Kan inte annat n hlla med JP Morgan om lget i Sinch💪🏼📈💸#sinch $sinch #sinchsqueeze #finanstwitter"
X Link 2023-05-24T07:01Z [----] followers, [----] engagements
"Hr kommer en liten rknevning kring Sinch vrdering🧐 Hur hade Sinch sett ut i siffror om vi helt utesluter Meddelandesegmentet Dvs vad r verksamheten vrd exklusive Meddelandetjnster Under [----] gjorde Sinch verksamheter VOICE EMAIL och SMB ett EBITDA p ca [--] miljarder SEK. - VOICE EBITDA [----] [----] MSEK - org. BR-tillvxt [----] var 19% - EMAIL EBITDA [----] [---] MSEK - org. BR-tillvxt [----] var 35% och 23% r [----]. - SMB EBITDA [----] [---] MSEK - org. BR-tillvxt [----] 26% och 27% [----]. Sammantaget hade dessa verksamheter en organisk tillvxt under [----] p 23% och ett EBITDA p ca [--] miljarder SEK och"
X Link 2023-03-21T09:31Z [----] followers, 30.1K engagements
"Sinch #sinch $sinch Amerikanska 10-ringen under 4% en mycket duvaktig FED och en svensk inflation som sjunker tillbaka betydligt snabbare n vntat. Nu r det vldigt vldigt trkigt att ligga kort i Sinch. Blankarna som redan ligger kraftigt back i sina positioner torde inte se ngon annan utvg n att realisera sina frluster. Let the short squeeze begin 📈💸"
X Link 2023-12-14T07:23Z [----] followers, [----] engagements
"#sinchsqueeze #sinch $sinch sinch"
X Link 2023-12-14T09:38Z [----] followers, [----] engagements
"Uppdatering ver blankarnas positioner i Sinch Drygt 20% av Sinch free-float r blankad - var femte aktie i bolaget allts. Mnga av blankarna har ingngsniver p sina positioner omkring 20-25 kronor - vi vet historiskt att dessa blankare inte r lngsiktiga med sina positioner. De frsvinner som en avlning vid minsta positiva signal. Skulle tycka det var intressant om @finansinsp kikade p hur de olika blankarfirmornas handelsmnster ser ut och om deras frekventa handel syftar till att hlla nere aktiekursen och drigenom snka frtroendet fr bolaget Kanske driver en egen utredning kring detta ifall vi"
X Link 2023-05-17T15:08Z [----] followers, 14.9K engagements
"Well Sinch #sinch $sinch and Twilio $twlo #twlo are traded on different markets but they are nonetheless main competitors in the exact same industry. Twilio has been seen as the leader in the CPaaS industry due to their large rev share let's see for how long that will last. Twilio has an EV of [--] BSEK and Sinch [--] BSEK. Twilio is thus valued 25x Sinch although their revenue gap to Sinch has contracted vastly in the last years. Did I forget to mention that Sinch in fact has made roughly [--] BSEK in EBITDA last twelve months while Twilio lost roughly [---] BSEK in the same period. Arbitrage"
X Link 2023-10-25T12:27Z [----] followers, 10.9K engagements
"Sinch #sinch $sinch #sinchsqueeze short sellers get out while you can 📈💸"
X Link 2023-12-01T10:49Z [----] followers, [----] engagements
"Ny artikel Idag gr vi passande nog igenom Sinch Enjoy #SINCH $SINCH #pratapengar #fintwit #finanstwitter 💸📈 https://www.billiebillion.com/sinch-ett-kallt-krig-mellan-aktieagare-och-blankare/ https://www.billiebillion.com/sinch-ett-kallt-krig-mellan-aktieagare-och-blankare/"
X Link 2022-10-05T12:06Z [----] followers, [--] engagements
"Uppd. siffror ver blankarnas positioner i Sinch Blankarna fortstter frlora multum p sina positioner 🥹 Sedan 2022-10-03 har blankningen minskat med 51% och aktiekursen stigit med 140% #sinch $sinch #sinchsqueeze💸📈 https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/"
X Link 2022-11-08T17:03Z [----] followers, [--] engagements
"$TWLO Twilio verkar ju ta till sig av Ansons input. Strker caset i $sinch #sinch Sinch ytterligare imo 📈💸"
X Link 2023-12-04T16:15Z [----] followers, [----] engagements
"Uppd. siffror ver blankarnas positioner i Sinch Kursen rusar under hg omsttning i aktien trots att blankarna kar sina korta positioner. Blankarna frlorar stora summor😬Jag tolkar det som ett mycket positivt tecken📈💸#sinch $sinch #sinchsqueeze https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/"
X Link 2023-01-08T19:24Z [----] followers, 20.6K engagements
"Bra Sinch 📈💸👏🏻💪🏼#sinch $sinch https://www.globenewswire.com/news-release/2023/03/21/2631554/0/en/Sinch-Named-Adobe-Digital-Experience-Technology-Partner-of-the-Year-Customer-Journeys.html https://www.globenewswire.com/news-release/2023/03/21/2631554/0/en/Sinch-Named-Adobe-Digital-Experience-Technology-Partner-of-the-Year-Customer-Journeys.html"
X Link 2023-03-21T15:06Z [----] followers, [----] engagements
"Bra jobbat Sinch Uppfriskande med en kvinnlig VD inom en s pass mansdominerad bransch. Tyder p att hon r en killer - tycker det ven verkar terspegla sig i dagens aktiekurs 📈💸 #sinch $sinch #sinchsqueeze https://www.di.se/live/sinchs-ordforande-efter-vd-bytet-inte-for-avsikt-att-forandra-var-strategi/ https://www.di.se/live/sinchs-ordforande-efter-vd-bytet-inte-for-avsikt-att-forandra-var-strategi/"
X Link 2023-03-30T07:16Z [----] followers, [----] engagements
"Efter att ha lyssnat p Ericssons finansdirektr Carl Mellander p DI-TV dr han bestmt menar att det inte finns ngon anledning att skriva ner vrdet p Vonage gr det mig (om mjligt) n mer verraskad ver hur Sinch kan handlas till dessa lga multiplar Vonage frvrvades fr 44x frsljningen och 34x EBITDA p rullande tolv mnader. Samma multipel p Sinch skulle ge ett brsvrde p 95-120 miljarder SEK - allts ca 4-5x hgre n dagens vrdering. Och vill ven tillgga att Sinch befinner sig i en bttre position n Vonage p grund av sin storlek och breda produktportflj. De som vljer att lyssna till och oroas av"
X Link 2023-04-18T09:08Z [----] followers, [----] engagements
"Sinch #sinch $sinch lgsta nivn av strre blankarpositioner p mer n ett r. Blankarfirmorna visar svart p vitt att de inte lngre ser ett kortningscase i Sinch. Nu ska ytterligare ca [--] miljoner aktier kpas tillbaka. Undra vem som r intresserad att slja nr kortklmman blankarna frsatt sig i r s hr uppenbar"
X Link 2023-11-17T09:52Z [----] followers, [----] engagements
"Flaggades imorse om att SocGen kpt p sig fler aktier i Sinch 🔔 Min gissning r att de r en av mnga institutioner som brjat kpa in sig igen under de senaste dagarna. Blir en vldigt intressant Q4a #sinch $sinch #sinchsqueeze 💸📈"
X Link 2023-01-10T19:44Z [----] followers, 21.4K engagements
"Vilken jvla volym i stngsningscallen i Sinch Insynskp🤔 #sinch $sinch #sinchsqueeze 💸📈"
X Link 2022-11-11T16:31Z [----] followers, [--] engagements
"Uppdateringarna av blankarnas positioner i Sinch #sinch $sinch kommer att ske mer frekvent framgent. Det r alldeles uppenbart fr oss som fljer bolaget att handeln r extremt blankarstyrd. Vissa (jag sjlv inkluderad) vill mena att nr minst 20% av en akties omsttning utgrs av ett ftal aktrers handel s innebr det att dessa aktrer (i detta fall blankarfirmor) styr aktiens kurs i en avsevrt stor utstrckning. En pverkan som enbart r laglig frutsatt att aktrernas handel i aktien inte har fr ambition att styra aktiekursens utveckling. D kan man stlla sig frgan finns det ekonomiska incitament hos dessa"
X Link 2023-10-03T13:30Z [----] followers, [----] engagements
"Sinch #sinch $sinch under grdagen minskade Marshall Wace sin korta position i Sinch frn 138% till 119%. En kraftig minskning och drmed ett kraftigt aktieterkp p [--] miljoner aktier. Kort sagt stod deras terkp/blankartckning fr s mycket som 22% av grdagens totala omsttning i aktien. Mycket tyder p att de frsker komma ur sin position.#finanstwitter"
X Link 2023-10-11T11:40Z [----] followers, [----] engagements
"$SINCH bottnade under Coronakraschen den 23/3-2020. Bolaget handlades d till P/E (2019) = [--] och P/E (2020) = [--]. Idag handlas bolaget till P/E (2021) = [--] och PE (2022) = [--]. $SINCH handlas allts till lgre P/E-multipel idag n p deras lgsta niver under Coronakraschen.🤔"
X Link 2022-01-10T10:43Z [----] followers, [--] engagements
"Nu enbart [--] stycken strre blankare kvar i Sinch $sinch #sinch blankarna saknar conviction i sina positioner och den slngiga kortsiktiga handel som dessa strre blankarfirmor sysslat med brjar komma till ett slut. Sannolikt kommer ven strre fonder snart betrakta bolaget som investeringsbart igen. Hoppas innerligt att denna blankarhandel genomlyses av @finansinsp och @Ekobrottsmyndig i en nra framtid🧐"
X Link 2024-01-18T13:48Z [----] followers, [----] engagements
"Societe Generale fortstter ka innehavet i Sinch 💸📈Vi lr f se fler institut som inser vrdet med CPaaS och Sinchs plattform under r [----] #sinch $sinch #sinchsqueeze #letsgo"
X Link 2023-01-25T12:40Z [----] followers, [----] engagements
"Blir spnnande att se hur blankarna i Sinch reagerar nu i nrtid nr 25% av free floaten ska kpas tillbaka och sentimentet r s pass starkt. I Q4an har Sinch historiskt genererat 50% av rets vinst. Dessutom har vinstmarginalen i snitt legat p 12%. #sinch $sinch 🧐📈💸"
X Link 2023-01-17T12:56Z [----] followers, 10.7K engagements
"Sinch #sinch $sinch Instmmer med @privataaffarer #finanstwitter #pratapengar 📈💸"
X Link 2023-11-22T13:42Z [----] followers, 10.2K engagements
"Sinch $sinch #sinch frra veckan utgjorde blankarhandeln minst 23% av den totala omsttningen i Sinch aktie. Ganska galet om du frgar mig. Gladstone och Marshall Wace kmpar med att kommer ur sina korta positioner vilket i sin tur stter press p de blankare med smre ingngsvrden i sin korta position (ex. Two Creeks Systematica och Mirabella). Det kostar att vara girig. Omkring [---] miljoner aktier ska blankarna kpa tillbaka och det r inte lika kul nr det finns vldigt f aktiegare som r intresserade av att slja sin andel. Nstan att betrakta som ett aggressivt terkpsprogram 📈💸 #finanstwitter"
X Link 2023-10-16T14:15Z [----] followers, [----] engagements
"Mycket njd aktiegare i Sinch #sinch $sinch denna morgon Organisk bruttovinsttillvxt 13% exkl. engngseffekter 4%. Total bruttovinsttillvxt 20%. Organisk tillvxt av justerad EBITDA 21%. Och lgg dessutom till att de amorterat [---] MSEK p skulden under kvartalet och ftt ner nettoskuld/justerad EBITDA till 24x. Laurinda och teamet levererade enligt mig en Pang-rapport. Jag hade inte velat sitta p kortsidan idag 📈💸 #sinchsqueeze"
X Link 2023-07-21T06:13Z [----] followers, 25.6K engagements
"Uppd. siffror efter dagens rusning i Sinch Blankarna ligger snett s det str hrliga till Imorgon fr vi se hur mycket de lyckades tcka. Gissningsvis kommer de behva fortstta kpa tillbaka aktier under kommande dagar 💸📈#sinch $sinch #sinchsqueeze https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/"
X Link 2022-11-02T17:01Z [----] followers, [--] engagements
"Sinch aktiekurs har sedan 17e maj [----] stigit med ca +23% under samma period har blankningen minskat med cirka [--] procentenheter (15 miljoner aktier har kpts tillbaka). Det finns fortsatt ca [---] miljoner aktier (118%) som ska kpas tillbaka. Blir en intressant resa att flja de nrmaste mnaderna #sinch $sinch #sinchsqueeze"
X Link 2023-06-14T11:34Z [----] followers, 12.2K engagements
"Uppdatering ver blankarnas positioner i Sinch Blankningen har kat kraftigt senaste veckorna och i samband med de senaste blankarfirmornas intg knns det som mina uppdateringar ver deras positioner brjar bli intressant igen. Blev innan stngning idag s mina grafer utgr ifrn en kurs p [-----] kronor. Ser ut att stnga ver det i skrivande stund. Enjoy #sinch $sinch #sinchsqueeze https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/"
X Link 2023-04-28T14:18Z [----] followers, [----] engagements
"SINCH levererar en helt OK rapport och blankarna verkar fly hals ver huvud. Eller r det insysnskp som sker nu Jmfrelsetalen i Q2 blir betydligt enklare och likas jmfrelsetalen fr resten av ret Laurinda Pang verkar vara en pang-VD. Nu ker vi #sinchsqueeze #sinch $sinch"
X Link 2023-04-27T14:00Z [----] followers, 18.2K engagements
"Ser nog en hel del blankare som tcker positioner i Sinch idag - P TIDEN Good luck covering you shorts 70M shares to buy back 📈💸😅 #sinch #sinchsqueeze $sinch"
X Link 2023-02-02T10:05Z [----] followers, [----] engagements
"Thomas von Koch i dagens Brsmorgon beskriver sin syn p Sinch. Kan inte annat n hlla med. En smart man💪🏼 #sinch $sinch #pratapengar #finanstwitter #fintwit"
X Link 2023-09-14T09:06Z [----] followers, 10.1K engagements
"Carnegie rknar med en stabil Q3a fr Sinch #sinch $sinch och upprepar kprekommendation samt riktkurs p [--] SEK 💸📈 https://www.privataaffarer.se/placeringar/aktierekar/carnegie-raknar-med-stabilt-kvartal-for-sinch/ https://www.privataaffarer.se/placeringar/aktierekar/carnegie-raknar-med-stabilt-kvartal-for-sinch/"
X Link 2023-10-03T09:13Z [----] followers, [----] engagements
"Och s var dem bara tre Bde PDT och Point72 har nu tckt sina blankarpositioner och r inte lngre stora blankare i Sinch💸📈 #sinch $sinch #sinchsqueze"
X Link 2022-11-03T14:50Z [----] followers, [--] engagements
"Sinch #sinch $sinch #sinchsqueeze ☺📈💸 Blir spnnande att flja en eventuell frsljning av Twilio Vid en frsljning vilket bolag kan tnkas bli tagare 🧐💸📈 Blir spnnande att flja en eventuell frsljning av Twilio Vid en frsljning vilket bolag kan tnkas bli tagare 🧐💸📈"
X Link 2023-11-28T13:47Z [----] followers, [----] engagements
"Blir spnnande att flja en eventuell frsljning av Twilio Vid en frsljning vilket bolag kan tnkas bli tagare 🧐💸📈"
X Link 2023-11-28T13:11Z [----] followers, [----] engagements
"Bank of America Merrill Lynch stter en riktkurs p [--] kr p Sinch Fint att fler storbanker brjar inse vrdet p bolaget och vartt den lngsiktiga trenden r pvg. Mindre kul r det fr blankarna😬📈💸 #sinch $sinch #sinchsqueeze"
X Link 2022-12-15T08:35Z [----] followers, [--] engagements
"Uppd. siffror ver blankarnas positioner i Sinch Frr eller senare ska dessa korta positioner tckas. Som det ser ut i dagslget kommer det forts. driva upp kursen - srskilt nr andra institutioner & smsparare ligger p kpsidan #sinch $sinch 💸📈 https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/"
X Link 2023-01-14T15:14Z [----] followers, [----] engagements
"I skrivande stund ser november mnad [----] ut att bli den bsta mnaden sett till aktiekursutveckling i Sinch #sinch $sinch #sinchsqueeze historia. Blankarna fortstter sin flykt med all rtt Qube R&T time to start your buybacks and realize your losses📈💸"
X Link 2023-11-30T13:37Z [----] followers, [----] engagements
"BRAVO SINCH 🎉📈#sinch $sinch #finanstwitter #pratapengar https://investors.sinch.com/news-releases/news-release-details/sinch-announces-strategic-collaboration-salesforce-through https://investors.sinch.com/news-releases/news-release-details/sinch-announces-strategic-collaboration-salesforce-through"
X Link 2023-04-12T10:03Z [----] followers, 13.6K engagements
"BillieBillion har noterat att det finns intresse fr en sammanstllning ver blankarfirmornas positioner i Sinch. Denna sida kommer med dagsfrska siffror. Hoppas detta kan bidra till en mer transparent marknad. #SINCH $SINCH #pratapengar #fintwit 📈 https://www.billiebillion.com/sinchsqueeze/ https://www.billiebillion.com/sinchsqueeze/"
X Link 2022-10-13T14:39Z [----] followers, [--] engagements
"Uppdatering ver blankarnas positioner i Sinch #sinch $sinch #sinchsqueeze Vi ser hur de strre blankarna fortstter tcka sina positioner. Gladstone har fortsatt kpa tillbaka aktier under grdagen. Nu ligger [--] av [--] strre blankare back i sina positioner. Blankarna som ligger med frlust r Systematica och Mirabella. Nst p tur r Two Creeks Capital med ett ingngsvrde p [----] kronor och drefter Gladstone med ett ingngsvrde p [----] kronor. Eftersom ingen av de strre blankarna r fundamentala utan tekniska och i stor utstrckning algostyrda s borde n strre blankartckningar ske i takt med att makrofrhllandena"
X Link 2023-10-10T16:00Z [----] followers, [----] engagements
"Dr klev ven Qube Research ut ur listan av strre blankare i Sinch #sinch $sinch. Som jag gissade s blev deras tid i storblankarlistan vldigt kort. Sinch #sinch $sinch Nu har tv strre blankare klivit ur Sinch. En strre blankare har tagit plats i form av Qube Research & Technologies. Jag tror Qubes vistelse i Sinch blankarlista kommer bli kortvarig men vi fr se. Totala blankningen fortstter minska i snabbaste takten https://t.co/tO9wdXTG9X Sinch #sinch $sinch Nu har tv strre blankare klivit ur Sinch. En strre blankare har tagit plats i form av Qube Research & Technologies. Jag tror Qubes"
X Link 2023-11-17T10:18Z [----] followers, [----] engagements
"Sinch #sinch $sinch Nu har tv strre blankare klivit ur Sinch. En strre blankare har tagit plats i form av Qube Research & Technologies. Jag tror Qubes vistelse i Sinch blankarlista kommer bli kortvarig men vi fr se. Totala blankningen fortstter minska i snabbaste takten sedan oktober [----]. Nasdaq ser ut att ppna upp. Doftar bullar i eftermiddag 📈💸"
X Link 2023-11-15T12:33Z [----] followers, 13.6K engagements
"Kan ngon (#finanstwitter) frklara varfr Sinch #sinch $sinch handlas lgre idag sett till flertalet multiplar n vad de handlades p i september frra ret nr mnga oroade sig fr: 1) Softbanks utfrsljning av aktier 2) Kassafldet 3) Nyemission 4) VD som sparkas 5) Organisk tillvxttakt I skrivande stund finns det bara en parameter att vara orolig ver och det r punkt [--]. Kommer den organiska tillvxten tillbaka Fr att svara p den frgan kan man brja med att stlla fljande tre frgor: 1) Kommer CPaaS-branschen fortstta vxa 2) Kommer Sinch kunna bibehlla sina marginaler 3) Kommer Sinch kunna bibehlla sin"
X Link 2023-09-15T14:37Z [----] followers, [----] engagements
"Sinch #sinch $sinch #sinchsqueeze #finanstwitter #pratapengar 💸📈"
X Link 2023-10-10T07:24Z [----] followers, [----] engagements
"Sinch #sinch $sinch blankningen minskar p mnatlig basis i snabbaste takten ngonsin. Spnnande att flja Two Creek ska ngon gng ta stoppen och kpa tillbaka drygt [---] miljoner aktier. Hrde jag ofrivilligt terkpsprogram 😂"
X Link 2023-11-21T14:43Z [----] followers, [----] engagements
"Point72 Europe har nu klivit ur sin korta position i Sinch. Borde blivit en frlustaffr. Endast tv strre blankare kvar i aktien #sinch $sinch #sinchsqueeze 👏🏻📈💸"
X Link 2023-03-06T13:20Z [----] followers, 14.5K engagements
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