# ![@man26uel Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1701796842.png) @man26uel ma26nu

ma26nu posts on X about ai, und, ich, aber the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1701796842/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1701796842/c:line/m:interactions.svg)

- [--] Week [------] +438%
- [--] Month [------] +433%
- [--] Months [-------] +463%
- [--] Year [-------] +123%

### Mentions: [--] [#](/creator/twitter::1701796842/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1701796842/c:line/m:posts_active.svg)

- [--] Week [--] +97%
- [--] Month [--] +254%
- [--] Months [---] +273%
- [--] Year [---] +24%

### Followers: [-----] [#](/creator/twitter::1701796842/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1701796842/c:line/m:followers.svg)

- [--] Week [-----] +2.10%
- [--] Month [-----] +5%
- [--] Months [-----] +7.90%
- [--] Year [-----] +17%

### CreatorRank: [-------] [#](/creator/twitter::1701796842/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1701796842/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  42% [technology brands](/list/technology-brands)  27% [finance](/list/finance)  15% [cryptocurrencies](/list/cryptocurrencies)  6% [countries](/list/countries)  4% [currencies](/list/currencies)  4% [events](/list/events)  2% [luxury brands](/list/luxury-brands)  2% [fashion brands](/list/fashion-brands)  2% [exchanges](/list/exchanges)  1%

**Social topic influence**
[ai](/topic/ai) 22%, [und](/topic/und) #3385, [ich](/topic/ich) #2449, [aber](/topic/aber) #397, [bei](/topic/bei) 6%, [$dsy](/topic/$dsy) #11, [ein](/topic/ein) 6%, [link](/topic/link) 5%, [globalfoundries](/topic/globalfoundries) #20, [$gfs](/topic/$gfs) #15

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@qualityinvest5](/creator/undefined) [@tacticzh](/creator/undefined) [@yukimamax](/creator/undefined) [@abilitatode](/creator/undefined) [@nuttycld](/creator/undefined) [@nikoliasgoninus](/creator/undefined) [@letmoneywork050](/creator/undefined) [@marcslans](/creator/undefined) [@rubicon59](/creator/undefined) [@jkeynesalpha](/creator/undefined) [@avgvalueinvest](/creator/undefined) [@ampere09](/creator/undefined) [@arkalos77](/creator/undefined) [@uberrendite](/creator/undefined) [@davidblundin](/creator/undefined) [@stocktwits](/creator/undefined) [@tradexwhisperer](/creator/undefined) [@marcelolima](/creator/undefined) [@krispatel99](/creator/undefined)

**Top assets mentioned**
[GlobalFoundries (GFS)](/topic/globalfoundries) [IonQ, Inc. (IONQ)](/topic/$ionq) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Synopsys, Inc. (SNPS)](/topic/$snps) [Onto Innovation Inc. (ONTO)](/topic/$onto) [Lam Research Corporation (LRCX)](/topic/$lrcx) [KLA Corp (KLAC)](/topic/$klac) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Assemble Protocol (ASM)](/topic/$asm) [Nash Exchange (NEX)](/topic/$nex) [SAP SE (SAP)](/topic/$sap) [Now Coin (NOW)](/topic/$now) [Brookfield Corporation (BN)](/topic/$bn) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Cisco Systems Inc (CSCO)](/topic/$csco) [Arista Networks Inc (ANET)](/topic/$anet) [NerveNetwork (NVT)](/topic/$nvt) [S&P Global Inc (SPGI)](/topic/$spgi) [Fiserv, Inc. (FI)](/topic/$fi) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Materion Corporation (MTRN)](/topic/$mtrn) [Kattana (KTN)](/topic/$ktn) [Bank of America (BAC)](/topic/bank-of-america)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$SHMD Just published an article on SCHMID Group NV a German AI Pick and Shovel play you probably never heard of. SHMD is the process leader in acidic-based Through Glass Via (TGV) etching. Crucial for further AI scaling. But there is a catch. The company is very close to bankruptcy and in the middle of the Nasdaq delisting process. Link and in bio. https://twitter.com/i/web/status/2014080067782021364 https://twitter.com/i/web/status/2014080067782021364"  
[X Link](https://x.com/man26uel/status/2014080067782021364)  2026-01-21T20:58Z [----] followers, [----] engagements


"Der weltweite Data Center Markt ist lt. Synergy Research Group nun bei ber $280 Mrd. und soll weiter steigen. Neben den blichen Verdchtigen profitieren hier v.a. auch die DC Zulieferer z.B. $VRT Vertiv $NVT nVent $CSCO Cisco $ANET Arista uvm"  
[X Link](https://x.com/man26uel/status/1879802430860431501)  2025-01-16T08:06Z [----] followers, [----] engagements


"$VIT.B $VIT Insider kaufen zu Ich kaufe auch zu Bericht kommt am WE/nchste Woche. ❌ KEINE EMPFEHLUNG"  
[X Link](https://x.com/man26uel/status/2019759028964823323)  2026-02-06T13:04Z [----] followers, [---] engagements


"$ADYEN is down 20% today. Statement (Link below) End of December [--]. "The main risk to capital isnt the balance sheet but the rerating of the valuation multiple if the market decides 20% growth is the ceiling not the floor." Adyen $ADYEN reported 17% revenue growth (21% in CC) to 1270M (est. 1290M) for H1 [--] EBITDA is up 23% YoY FY26 revenue growth guidance 20% to 22% in CC @QualityInvest5 There are some risks to consider: Wrote an artice about it lately: https://t.co/rnQ3t7vPOi @QualityInvest5 There are some risks to consider: Wrote an artice about it lately: https://t.co/rnQ3t7vPOi"  
[X Link](https://x.com/man26uel/status/2022023547187548660)  2026-02-12T19:02Z [----] followers, [---] engagements


"Der vollstnde $GFS Globalfoundries Bericht ist verffentlicht 📬 For ber [------] Wrter 🔡 Es geht um: ➡ Physical AI Chips ➡ Souverne Lieferketten ➡ RISC-V mit MIPS und ARC ➡ CloudberryVC ➡ Silicon Photonics ➡ ZenSemi Firewall ➡ Groq $NVDA Nvidia ➡ uvm. Auch wer sich nicht fr $GFS interessiert lernt eine Menge. Versprochen. https://manuelwalz.substack.com/p/globalfoundries-nasdaqgfs-the-sovereign https://manuelwalz.substack.com/p/globalfoundries-nasdaqgfs-the-sovereign"  
[X Link](https://x.com/anyuser/status/2012516918041657390)  2026-01-17T13:26Z [----] followers, [----] engagements


"@QualityInvest5 There are some risks to consider: Wrote an artice about it lately: https://manuelwalz.substack.com/p/adyen-nv-financial-risk-diagnostic https://manuelwalz.substack.com/p/adyen-nv-financial-risk-diagnostic"  
[X Link](https://x.com/anyuser/status/2016616948818137131)  2026-01-28T20:58Z [----] followers, [----] engagements


"$SPGI ist verhltnismig gnstig aktuell. Ich hab seit einiger Zeit einen Sparplan. Warum SPGI korreliert auf der Kensho Plattform die eigenen proprietren Daten mit unstrukturierten Daten z.B. politischen Entscheidungen uvm. um damit die Auswirkungen auf Wirtschaft und Finanzmrkte zu analysieren. Wie gut es funktioniert werden wir sehen. Es ist aber deutlich mehr als viele Konkurrenten anzubieten haben. Factset und co haben gut klingende Agents und Bots gelauncht die am Ende kaum Mehrwert bringen. ❌ KEINE EMPFEHLUNG https://twitter.com/i/web/status/2020925156349071450"  
[X Link](https://x.com/anyuser/status/2020925156349071450)  2026-02-09T18:17Z [----] followers, [---] engagements


"$SHMD 🚨UPDATE Just In: Form 13D vom February [--] [----] XJ Harbour HK Limited bzw. der Xinjin Global Industrial Fund hlt seit [--]. Januar [----] insg 12.951.199 Class A Stammaktien also ca. 25.6% am Unternehmen. Groteil der Schulden gegenber XJ damit beglichen. Wir mssen jetzt schauen was XJ macht. XJ Harbour betrachtet lt. Dokument die $SHMD Position als Investment aber evaluiert fortlaufend 🙃 Whatever that means. Im Dokument steht: "After the Closing Date and before the date of this filing among all [-------] of Class A Ordinary Shares issued to XJ Harbour on the Closing Date XJ Harbour sold"  
[X Link](https://x.com/man26uel/status/2021560962839363918)  2026-02-11T12:24Z [----] followers, [---] engagements


"$GOOG OpenAI Anthropic Why Gemini is so powerful Part II Source: https://blog.cloudflare.com/uk-google-ai-crawler-policy/ https://blog.cloudflare.com/uk-google-ai-crawler-policy/"  
[X Link](https://x.com/man26uel/status/2021841688830845035)  2026-02-12T06:59Z [----] followers, [---] engagements


"$ADYEN Adyen is an extremely well run company and the clear leader when it comes to tech integration. Unlike competitors like Fiserv and others who are mainly operating disaggregated technically speaking legacy island Adyen is running a single SaaS platform. No M&A. One great product. But its extremely important to consider their risk profile. https://manuelwalz.substack.com/p/adyen-nv-financial-risk-diagnosticr=73hd6l https://manuelwalz.substack.com/p/adyen-nv-financial-risk-diagnosticr=73hd6l"  
[X Link](https://x.com/man26uel/status/2022212836760473765)  2026-02-13T07:34Z [----] followers, [---] engagements


"$GFS Globalfoundries in the CPO leader quadrant. More here: https://manuelwalz.substack.com/p/globalfoundries-nasdaqgfs-the-sovereignr=73hd6l Winners and losers of CPO adoption. Corning might be an under rated opportunity. https://t.co/830Sqjo2WB https://manuelwalz.substack.com/p/globalfoundries-nasdaqgfs-the-sovereignr=73hd6l Winners and losers of CPO adoption. Corning might be an under rated opportunity. https://t.co/830Sqjo2WB"  
[X Link](https://x.com/man26uel/status/2020765082649604454)  2026-02-09T07:41Z [----] followers, [---] engagements


"$GOOG OpenAI Anthropic Why Gemini is so powerful Part 1: In rounded multiple terms Googlebot sees: vs. 1.70x the amount of unique URLs seen by ClaudeBot; vs. 1.76x the amount of unique URLs seen by GPTBot; vs. 2.99x the amount of unique URLs by Meta-ExternalAgent; vs. 3.26x the amount of unique URLs seen by Bingbot; vs. 5.09x the amount of unique URLs seen by Amazonbot; vs. 14.87x the amount of unique URLs seen by Applebot; vs. 23.73x the amount of unique URLs seen by Bytespider; vs. 166.98x the amount of unique URLs seen by PerplexityBot; vs. 714.48x the amount of unique URLs seen by CCBot;"  
[X Link](https://x.com/man26uel/status/2021841465572262270)  2026-02-12T06:59Z [----] followers, [---] engagements


"$SMHD Just released an update of Schmid Group NV based on the new SEC files from February [--] [----]. https://manuelwalz.substack.com/p/schmid-group-nv-update-february-13 https://manuelwalz.substack.com/p/schmid-group-nv-update-february-13"  
[X Link](https://x.com/man26uel/status/2022687899595018473)  2026-02-14T15:02Z [----] followers, [---] engagements


"Applied Materials $AMAT kauft 9% von BE Semiconductor $BESI Applied integriert sich damit vertikal in das Wafer Bonding welches durch komplexere Prozesse zunehmend hhermargig wird. https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-announces-strategic-investment-be 3/ ALD ist Teil des Deposition Prozesses und $ASM und $LRXC sind hier aktuell technisch fhrend. Das anschlieende Etching fhrt den tzprozess durch welcher die Chipstrukturen so bearbeitet dass isolierende und leitendende Materialen die sich whrend der Abscheidung https://t.co/mdZx6cXZZy"  
[X Link](https://x.com/man26uel/status/1914650820227801247)  2025-04-22T12:01Z [----] followers, [---] engagements


"5-year low valuation Dassault Systmes $DSY $DSY.PA EU genehmigt $SNPS Synopsys $35 Mrd Deal mit Ansys. Das kombinierte Synopsys ist damit auch in der Simulation in einem weitgehenden Oligopol ttig. https://t.co/9Xs25dTRT9 EU genehmigt $SNPS Synopsys $35 Mrd Deal mit Ansys. Das kombinierte Synopsys ist damit auch in der Simulation in einem weitgehenden Oligopol ttig. https://t.co/9Xs25dTRT9"  
[X Link](https://x.com/man26uel/status/1950440888414486684)  2025-07-30T06:18Z [----] followers, [----] engagements


"$ONTO Onto Innovation receives Excellent Production Support award from $TSM TSMC "Onto Innovation achieves ongoing success in integrating machine learning and predictive analytics into its metrology and inspection systems which increases productivity for its customers." Guess who $ONTO Onto Innovation bought 😀 Vertical integration with Semilab https://t.co/HxXB2foVif https://t.co/u8lFgJztEr Guess who $ONTO Onto Innovation bought 😀 Vertical integration with Semilab https://t.co/HxXB2foVif https://t.co/u8lFgJztEr"  
[X Link](https://x.com/man26uel/status/2003169790861672653)  2025-12-22T18:24Z [----] followers, [---] engagements


"Ich habe Prysmian krzlich mit ca. +80%🟢 verkauft. Nicht weil ich nicht mehr an den Sektor glaube im Gegenteil sondern weil ich umgeschichtet habe. Meinen Nexans $NEX $NEX.PA Investment Case habe ich in einem Substack zusammengefasst: Es geht im Detail um: Einen vertikal integrierten Compounder Ein electrification Pure Play Ein flywheel management Modell High-temperature superconductors (HTS) gekhlt mit liquid nitrogen Uvm. https://manuelwalz.substack.com/ Ich gehe nicht davon aus dass wir den Boden schon gesehen haben. Erste zarte Nachkufe/Aufstockungen fr das Langfristdepot: ➡ Lam Research"  
[X Link](https://x.com/man26uel/status/2005627656688054681)  2025-12-29T13:11Z [----] followers, [----] engagements


"$ONTO Was ist so besonders an Onto Innovation Das Unternehmen dominiert die Nische in der Nische. Metrologie ist der margentrchtigste Schritt in der AI Chip Herstellung. Onto ist fhrend bei der Prozesskontrolle fr Advanced Packaging. Die Onto JetStep Lithografielsungen sind speziell fr die groformatigen Glass Substrat Panels ausgelegt. #CPO Guess who $ONTO Onto Innovation bought 😀 Vertical integration with Semilab https://t.co/HxXB2foVif https://t.co/u8lFgJztEr Guess who $ONTO Onto Innovation bought 😀 Vertical integration with Semilab https://t.co/HxXB2foVif https://t.co/u8lFgJztEr"  
[X Link](https://x.com/man26uel/status/2008231559669715120)  2026-01-05T17:38Z [----] followers, [---] engagements


"Almost nobody talks about $MTRN Materion. They are 🔑 for future AI production processes explained in my latest substack about Kokusai Electric🤖 https://manuelwalz.substack.com/p/kokusai-electric-6525-the-ald-batch Most Overlooked AI Supply Chain Play in America: $MTRN (Materion) While everyones chasing NVIDIA few realize Materion ($MTRN) quietly controls the materials backbone of the entire AI data-center ecosystem. Out of [--] critical material categories needed to build and run AI data https://manuelwalz.substack.com/p/kokusai-electric-6525-the-ald-batch Most Overlooked AI Supply Chain Play"  
[X Link](https://x.com/man26uel/status/2008802558987694528)  2026-01-07T07:27Z [----] followers, [----] engagements


"@yukimamax Analyzed Kokusai here: https://manuelwalz.substack.com/p/kokusai-electric-6525-the-ald-batchr=73hd6l https://manuelwalz.substack.com/p/kokusai-electric-6525-the-ald-batchr=73hd6l"  
[X Link](https://x.com/man26uel/status/2009556757778227680)  2026-01-09T09:24Z [----] followers, [---] engagements


"Nach der berzeugenden Vorstellung von @Abilitato_de habe ich doppelt zugeschlagen. Sowohl $ITM Italmobiliare als auch Caffe Borbone. Die Lieferung direkt aus dem Online Shop hat zwar etwas gedauert ist dafr aber berragend☕🙏 Italmobiliare Aktie: Grte Position in meinem Depot Den Euro fr [--] Cent kaufen Im letzten Artikel des Jahres erklre ich warum ich die Italmobiliare Aktie zur grten Position in meinem Depot gemacht habe. In aller Krze: Das Wertpapier erinnert an eine Kombination aus https://t.co/jqQbCxsIag Italmobiliare Aktie: Grte Position in meinem Depot Den Euro fr [--] Cent kaufen Im"  
[X Link](https://x.com/man26uel/status/2012529059624890743)  2026-01-17T14:14Z [----] followers, [----] engagements


"Kontron $KTN CEO Hannes Niederhauser kauft (wieder) zu So sieht echte berzeugung aus🚀"  
[X Link](https://x.com/man26uel/status/2014038360440877099)  2026-01-21T18:12Z [----] followers, [----] engagements


"$AIXA Bank of America benennt Aixtron als top pick fr Silicon Photonics und GaN"  
[X Link](https://x.com/man26uel/status/2015054013331349975)  2026-01-24T13:28Z [----] followers, [---] engagements


"$KLAC Hierzulande kennt kaum jemand KLA. Alle reden ber $ASML und das Monopol und der Moat usw. Dabei luft KLA seit lngerer Zeit deutlich besser"  
[X Link](https://x.com/man26uel/status/2016219979692032428)  2026-01-27T18:41Z [----] followers, [----] engagements


"Officially made it. Erster [--] Bagger einer Portfolio Vorstellung. Advantest Corp $ATEYY $ATEY.Y 💡Meine Learnings: Was war das schwerste daran: Auf dem Weg nicht zu verkaufen. Klappt das immer Selbstverstndlich nein. Haben sich vorgestellte Unternehmen tw. schlecht entwickelt Selbstverstndlich ja. Kaufen ist nur ein Teil der Story. Wichtig ist v.a.: Das richtige Unternehmen finden das voll den Zeitgeist trifft; potentiell etwas unter dem Radar fliegt; perfekt umsetzt; die ueren Umstnde passen. ❌ KEINE BERATUNG ODER EMPFEHLUNG. NUR UNTERHALTUNG 1/ Die nchste Portfolio Vorstellung eines meiner"  
[X Link](https://x.com/man26uel/status/2016477238644863046)  2026-01-28T11:43Z [----] followers, [---] engagements


"$SNPS $DSY Just published my latest article about the Impossible Material model from Prof. Buehler including Snyopsys and Dassault Systeme. ➡ Agentic AI ➡ SaaSmageddon and the death of the seat ➡ How we can today identify tomorrows SaaS winners For free📖 Link and in bio. https://twitter.com/i/web/status/2017341719004487884 https://twitter.com/i/web/status/2017341719004487884"  
[X Link](https://x.com/man26uel/status/2017341719004487884)  2026-01-30T20:58Z [----] followers, [----] engagements


"https://substack.com/home/post/p-185723902 https://substack.com/home/post/p-185723902"  
[X Link](https://x.com/man26uel/status/2017341722322194525)  2026-01-30T20:58Z [----] followers, [---] engagements


"@NuttyCLD Great article👏 I did recently a deep dive on $GFS Globalfoundries: https://manuelwalz.substack.com/p/globalfoundries-nasdaqgfs-the-sovereignr=73hd6l https://manuelwalz.substack.com/p/globalfoundries-nasdaqgfs-the-sovereignr=73hd6l"  
[X Link](https://x.com/man26uel/status/2017612892757991670)  2026-01-31T14:56Z [----] followers, [---] engagements


"@nikoliasgoninus Great read. Did also Agentic AI deep on $SNPS Synopsys and $DSY Dassault Systeme https://manuelwalz.substack.com/p/synopsys-snps-vs-dassault-systemesr=73hd6l https://manuelwalz.substack.com/p/synopsys-snps-vs-dassault-systemesr=73hd6l"  
[X Link](https://x.com/man26uel/status/2017654744328634848)  2026-01-31T17:42Z [----] followers, [---] engagements


"According to Artificial Intelligence and Competition Study Data especially Quality is the highest Barrier to Entry. How $SNPS Synopsys and Dassault Systeme $DSY $DSY.PA will transform in the Agentic AI context. Click Link below:"  
[X Link](https://x.com/man26uel/status/2018270138605203562)  2026-02-02T10:27Z [----] followers, [---] engagements


"https://manuelwalz.substack.com/p/synopsys-snps-vs-dassault-systemesr=73hd6l https://manuelwalz.substack.com/p/synopsys-snps-vs-dassault-systemesr=73hd6l"  
[X Link](https://x.com/man26uel/status/2018270140635230370)  2026-02-02T10:27Z [----] followers, [---] engagements


"Deutsche Telekom's $DTE $DTEGY efforts in quantum. Only scalabe real world quantum use case right now is encryption (maybe quantum sensing is growing right now too) DTE is leading PETRUS consortium with project "Nostradamus""  
[X Link](https://x.com/man26uel/status/2018324155972674041)  2026-02-02T14:02Z [----] followers, [---] engagements


"$CSU Mein Feed ist voll von Constellation Software. Die Argumente immer die selben: Man kann Customized Nischensoftware nie ersetzen. Der Markt liegt falsch. Kaum jemand hat sich wirklich mal das Portfolio von $CSU angeschaut. Position fr Position und abgewogen wie sticky die einzelnen Produkte wirklich sind. https://twitter.com/i/web/status/2018958930068541610 https://twitter.com/i/web/status/2018958930068541610"  
[X Link](https://x.com/man26uel/status/2018958930068541610)  2026-02-04T08:04Z [----] followers, 12.8K engagements


"$SKM Anthropic is slaying Enterprise SaaS. But how can we benefit There is a company which invested early in Claude Sonnet and co. They co-create industry specific LLMs and transform themselves from Legacy to AI. Is $SKM an AI Hero by Accident Link in Bio or below"  
[X Link](https://x.com/man26uel/status/2019433398692204844)  2026-02-05T15:30Z [----] followers, [----] engagements


"https://manuelwalz.substack.com/p/sk-telecom-skm-ai-hero-by-accidentr=73hd6l https://manuelwalz.substack.com/p/sk-telecom-skm-ai-hero-by-accidentr=73hd6l"  
[X Link](https://x.com/man26uel/status/2019433401393246577)  2026-02-05T15:30Z [----] followers, [---] engagements


"Und genau so kam es bei $KLIC Kulicke & Soffa. Wrend Software aktuell kein Spa macht liefert Hardware ab. Der Kauf Ende [----] war vom Semi Zyklus natrlich eher ungnstig bis heute ergeben sich nun ca 🟢40% nach den Zahlen heute. 1/ Kulicke & Soffa $KLIC ist eher ein kleinerer Player im Semi Markt hat aber jetzt mit ROHM (R+OHM) $6963 eine neue hybrid bonding Technolgie CuFirst vorgestellt. Warum knnte das spannend sein: Aus heutiger Sicht wird fr HBM4/5 hybrid bonding bentigt um die 1/ Kulicke & Soffa $KLIC ist eher ein kleinerer Player im Semi Markt hat aber jetzt mit ROHM (R+OHM) $6963 eine"  
[X Link](https://x.com/man26uel/status/2019521387728343428)  2026-02-05T21:19Z [----] followers, [---] engagements


"$IONQ I understand the logic behind vertical integration for IonQ. However within Skywater Fab [--] must undergo complete integration to ensure seamless incorporation into IonQ without causing any customer attrition. I anticipate that the market will continue to experience further price decline until the Skywater acquisition is fully finalized. Those interested in investing in quantum should maybe consider allocating their capital to profitable quantum companies. https://twitter.com/i/web/status/2019676046602203282 https://twitter.com/i/web/status/2019676046602203282"  
[X Link](https://x.com/man26uel/status/2019676046602203282)  2026-02-06T07:34Z [----] followers, [---] engagements


"Neben Synopsys und Cadence gibt es bekanntlich Siemens EDA als dritten Player im Oligopol 🙃 (von welchen ich auch sehr berzeugt bin. $SIE strkt die Sparte mit dem Canopus AI Zukauf fr AI basierte Metrologie. @Letmoneywork050 Die dritte im EDA-Gesamtmarkt Bunde ist brigens die ehem. Mentor Graphics heute Siemens EDA. Geht leider etwas im $SIE Gesamtkonzern unter ist aber eine echte Perle und liefert seit Jahren ebenfalls ab. @Letmoneywork050 Die dritte im EDA-Gesamtmarkt Bunde ist brigens die ehem. Mentor Graphics heute Siemens EDA. Geht leider etwas im $SIE Gesamtkonzern unter ist aber eine"  
[X Link](https://x.com/man26uel/status/2019744890708480336)  2026-02-06T12:08Z [----] followers, [---] engagements


"$NVDA will probably be also dominant in Quantum Computing. We will most likely see an AI/QPU hybrid approach leading with CUDA-Q at the beginning. I will soon launch an article about that"  
[X Link](https://x.com/man26uel/status/2020268307106893924)  2026-02-07T22:47Z [----] followers, [---] engagements


"@marc_slans Silly"  
[X Link](https://x.com/man26uel/status/2020268459410805097)  2026-02-07T22:48Z [----] followers, [---] engagements


"@rubicon59 SK Hynix is a DRAM pure play Samsung a belly shop with the worst governance ever"  
[X Link](https://x.com/man26uel/status/2020419197126516950)  2026-02-08T08:47Z [----] followers, [----] engagements


"@JKeynesAlpha Did a analysis recently on $SHMD What you think https://manuelwalz.substack.com/p/schmid-group-nv-nasdaqshmd-the-germanr=73hd6l https://manuelwalz.substack.com/p/schmid-group-nv-nasdaqshmd-the-germanr=73hd6l"  
[X Link](https://x.com/man26uel/status/2020423292373569606)  2026-02-08T09:03Z [----] followers, [---] engagements


"@avgvalueinvest Curious longterm to see if that IDM model works for IonQ. Scaling up and fab margins can be an issue if not managed extremely well"  
[X Link](https://x.com/man26uel/status/2020507380883300445)  2026-02-08T14:37Z [----] followers, [--] engagements


"$CSU $VIT $VIT.B $CHG Warum der aktuelle Software Abverkauf wegen Claude Code zu kurz gedacht ist. Es geht um den Death of Records. Rohdaten verlieren an Bedeutung (Genau das Gegenteil was man bei KI oft denkt). Und: Es geht um VMS und Vitec Software. Link in Bio oder"  
[X Link](https://x.com/man26uel/status/2020541855717343641)  2026-02-08T16:54Z [----] followers, [----] engagements


"$DSY Dassault Systmes integriert NVIDIA in der Industrial AI Plattform fr Virtual Twins😳 Genau darber hatte ich bereits geschrieben: https://www.3ds.com/newsroom/press-releases/dassault-systemes-and-nvidia-partner-build-industrial-ai-platform-powering-virtual-twins https://manuelwalz.substack.com/p/synopsys-snps-vs-dassault-systemesr=73hd6l https://www.3ds.com/newsroom/press-releases/dassault-systemes-and-nvidia-partner-build-industrial-ai-platform-powering-virtual-twins https://manuelwalz.substack.com/p/synopsys-snps-vs-dassault-systemesr=73hd6l"  
[X Link](https://x.com/man26uel/status/2020766259592237067)  2026-02-09T07:46Z [----] followers, [---] engagements


"Nach Counterpoint wird sich DRAM weiter massiv verteuern. Etliche Hersteller investieren krftig in den Kapazittsausbau. $NVDA setzt wegen DRAM Mangel jetzt sogar die gaming GPUs aus"  
[X Link](https://x.com/man26uel/status/2020767809853166078)  2026-02-09T07:52Z [----] followers, [---] engagements


"@Ampere_09 Es geht bei allem Abwrts aktuell aber die [--] genannten stocke ich aktiv auf da ich denke dass sie gestrkt aus dem Drop hervorgehen werden"  
[X Link](https://x.com/man26uel/status/2021528417540223135)  2026-02-11T10:15Z [----] followers, [--] engagements


"@Arkalos77 They're alright. Just changing their business model to Agentic AI. Takes some time. I'm loading up. Did a Deep Dive here: https://manuelwalz.substack.com/p/synopsys-snps-vs-dassault-systemesr=73hd6l https://manuelwalz.substack.com/p/synopsys-snps-vs-dassault-systemesr=73hd6l"  
[X Link](https://x.com/man26uel/status/2021532001581322403)  2026-02-11T10:29Z [----] followers, [----] engagements


"@Uberrendite $DSY ist in einer schmerzhaften Umstellung vom Seat auf AI Subscription. Das war auch bei $SAP damals ein langer Weg. Ich habe zu den Lizenzen einiges geschrieben: https://manuelwalz.substack.com/p/synopsys-snps-vs-dassault-systemesr=73hd6l https://manuelwalz.substack.com/p/synopsys-snps-vs-dassault-systemesr=73hd6l"  
[X Link](https://x.com/man26uel/status/2021841206318150040)  2026-02-12T06:58Z [----] followers, [---] engagements


"Enterprise spend fr LLMs und AI Apps sind noch hher als die sowieso schon sehr bullischen Forecasts nach der A16z Umfrage von Januar [--]. Wie viel es bringt werden wir sehen. Meiner Einschtzung hat aber jeder Angst der nicht dabei ist den Anschluss zu verlieren"  
[X Link](https://x.com/man26uel/status/2020920436020646145)  2026-02-09T17:59Z [----] followers, [---] engagements


"$SNOW $NOW $VEEV Die Liste von $JPM zeigt wohin die Reise geht. Nicht unbedingt weil das inhaltlich so stimmen muss mehr aber was an der Brse kurzfristig gespielt werden knnte"  
[X Link](https://x.com/anyuser/status/2021488288901792137)  2026-02-11T07:35Z [----] followers, [---] engagements


"$CDNS Cadence Design baut den Super AI Agent fr das Chip Desgin. Die JEDAI Plattform ist bereits bis zum Level [--] geplant. Vollstndig autonom. Wir werden knftig wohl sehr viel schneller neuere Designs sehen ggf. auch deutlich mehr Konkurrenz um ASIC Chip Bereich. Source: https://www.cadence.com/en_US/home/ai/ai-for-design.html https://www.cadence.com/en_US/home/ai/ai-for-design.html"  
[X Link](https://x.com/anyuser/status/2021492440968929563)  2026-02-11T07:52Z [----] followers, [---] engagements


"$MuM EBIT Q4 +42% / [----] +57% Dividendenvorschlag +8% Wachstumsziel bis 2030: EBIT/EPS/Dividende +15% p.a. Auswirkung einer mglichen bernahme von ptc durch Autodesk fr $MUM Mensch und Maschine Auswirkung einer mglichen bernahme von ptc durch Autodesk fr $MUM Mensch und Maschine"  
[X Link](https://x.com/man26uel/status/2021573752929063388)  2026-02-11T13:15Z [----] followers, [---] engagements


"$GFS ➡Shares surge 7% after beating Q4/25 expectations ➡Adj. Earnings $0.55 vs expected $0.48 ➡Revenue $1.83 billion vs expected $1.8 billion ➡Strong performance was driven by its diversification strategy ➡Automotive grew 3% YoY ➡Data Center revenue surged 32% YoY ➡"We achieved fifth consecutive quarter of double-digit percentage YoY rev growth in data center" ➡ Adjusted gross margin improved significantly to 29% ➡ Share repurchase authorization of up to $500 million Der vollstnde $GFS Globalfoundries Bericht ist verffentlicht 📬 For ber [------] Wrter 🔡 https://t.co/p7GWZJm6Ko Es geht um: ➡"  
[X Link](https://x.com/man26uel/status/2021577979420082459)  2026-02-11T13:32Z [----] followers, [---] engagements


"Everybody seems to like $IONQ's acquisition of Skywater to position themselves as "vertical integrated quantum play" aka IDM which doesn't work in mass production. IonQ is buying R&D agility at the cost of extremely high fixed costs and operational risk. If they don't perfect their design within the next 18-24 months the fab will turn from an accelerator into a dead weight. That's the IonQ risk imho. https://twitter.com/i/web/status/2021856229320991018 https://twitter.com/i/web/status/2021856229320991018"  
[X Link](https://x.com/man26uel/status/2021856229320991018)  2026-02-12T07:57Z [----] followers, [---] engagements


"$BN $BAM nach den Zahlen am ATH. Brookfield ist eines der besten AI Unternehmen berhaupt"  
[X Link](https://x.com/anyuser/status/2022239640892375335)  2026-02-13T09:21Z [----] followers, [---] engagements


"HTS Datacenter Technologie wird immer wichtiger: Ich weise mal vorsorglich auf meinen $NEX $NEX.PA Artikel hin: https://manuelwalz.substack.com/p/nexans-epanex-the-electrification HTS Technology is important https://t.co/jydM1FLk8K https://manuelwalz.substack.com/p/nexans-epanex-the-electrification HTS Technology is important https://t.co/jydM1FLk8K"  
[X Link](https://x.com/anyuser/status/2022241616543838233)  2026-02-13T09:29Z [----] followers, [---] engagements


"Shift from ABF to Glass ➡ That's the $SHMD Schmid Group case❗ Link in Bio (Scroll down) Elon has predicted 10x growth in chip production over the next [--] years Here's a sampling of supply chain bottlenecks that must be overcome to achieve this growth Credit @DavidBlundin https://t.co/JMVe60QsMQ Elon has predicted 10x growth in chip production over the next [--] years Here's a sampling of supply chain bottlenecks that must be overcome to achieve this growth Credit @DavidBlundin https://t.co/JMVe60QsMQ"  
[X Link](https://x.com/man26uel/status/2022436371097330166)  2026-02-13T22:23Z [----] followers, [---] engagements


"$SMHD Update Schmid Group NV basierend auf den neuen SEC Files vom vergangenen Freitag. Hier die wichtigsten Infos und vor allem warum ich immer noch nicht investiert habe (obwohl ich so gerne wrde😵) Link im ersten Kommentar oder in der Bio"  
[X Link](https://x.com/anyuser/status/2022720114928595074)  2026-02-14T17:10Z [----] followers, [---] engagements


"https://substack.com/home/post/p-187947399 https://substack.com/home/post/p-187947399"  
[X Link](https://x.com/man26uel/status/2022720118833156572)  2026-02-14T17:10Z [----] followers, [---] engagements


"Brookfield $BN $BAM just crazy. $BN $BAM (not financial advice) In Q3 [----] Brookfield Asset Management reported that they grew their fee-related earnings (FRE) by 17% y/y. FRE is directly proportional to their fee-bearing capital which is capital that institutions have committed for BAM to manage. https://t.co/LGCxKEUZsd $BN $BAM (not financial advice) In Q3 [----] Brookfield Asset Management reported that they grew their fee-related earnings (FRE) by 17% y/y. FRE is directly proportional to their fee-bearing capital which is capital that institutions have committed for BAM to manage."  
[X Link](https://x.com/man26uel/status/2008184841863618695)  2026-01-05T14:32Z [----] followers, [---] engagements


"$QCOM Qualcomm plays Tetris for big boys. [--] Acqusitions Augentix Arduino Edge Impulse FocusAI and will be merged into the Dragonwing IOT Ecosystem Platform. #CES26 #CES http://Foundries.io http://Foundries.io"  
[X Link](https://x.com/man26uel/status/2008288386671350257)  2026-01-05T21:23Z [----] followers, [---] engagements


"@Stocktwits Probably a asset manager used ai to discover the stock is an ai play"  
[X Link](https://x.com/man26uel/status/2008612621545861615)  2026-01-06T18:52Z [----] followers, [---] engagements


"@TradexWhisperer DRAM/NAND CapEx Cycle incoming🤠"  
[X Link](https://x.com/man26uel/status/2009371382535102620)  2026-01-08T21:07Z [----] followers, [---] engagements


"http://x.com/i/article/2010386986075328513 http://x.com/i/article/2010386986075328513"  
[X Link](https://x.com/man26uel/status/2010389240941564325)  2026-01-11T16:32Z [----] followers, [----] engagements


"True SK Hynix debuted a 16-layer HBM4 module (48GB) using its proprietary Advanced MR-MUF (Mass Reflow Molded Underfill) technology at CES [----]. By thinning wafers to [--] micrometers they have successfully met JEDECs 775m height limit without switching to hybrid bonding for this generation. https://twitter.com/i/web/status/2011379628682699263 https://twitter.com/i/web/status/2011379628682699263"  
[X Link](https://x.com/man26uel/status/2011379628682699263)  2026-01-14T10:07Z [----] followers, [--] engagements


"$PATH seems to be a big thing on X / Substack. According to my my practical experience it's similar to Outsystems Pega and many more also to very popular Open-Source automation systems like n8n. Ofc they are different in detail but often very alike on the business requirement process. I read very little about that on X. They all move to AI-Agents. Maybe financial data is short/mid term moving up on those companies because low-code and automation platforms are very sticky but not everyone will make it. https://twitter.com/i/web/status/2012087839136125091"  
[X Link](https://x.com/man26uel/status/2012087839136125091)  2026-01-16T09:01Z [----] followers, [---] engagements


"@MarceloLima Don't know any IT pro who is voluntarily using this Software anymore. Ofc fcf is going up because they are forcing customers to the Atlassian Cloud and cancel Data Center Licences but there is no way this is sustainable"  
[X Link](https://x.com/man26uel/status/2012151161823089143)  2026-01-16T13:13Z [----] followers, [---] engagements


"https://manuelwalz.substack.com/p/schmid-group-nv-nasdaqshmd-the-german https://manuelwalz.substack.com/p/schmid-group-nv-nasdaqshmd-the-german"  
[X Link](https://x.com/man26uel/status/2014080071724589069)  2026-01-21T20:58Z [----] followers, [---] engagements


"@KrisPatel99 @chamath Sales Power of $NOW and similar platforms are constantly underestimated in the AI eats SaaS discussion"  
[X Link](https://x.com/man26uel/status/2014767778473910579)  2026-01-23T18:30Z [----] followers, [---] engagements


"@SimeonResearch_ Mycronic $MYCR $MYCR.ST"  
[X Link](https://x.com/man26uel/status/1938345736648712618)  2025-06-26T21:16Z [----] followers, [---] engagements


"More complex PCBs for AI is essentially one of my investment theories in Mycronic $MYCR The layers counts of AI servers will likely increase over time more like a trend. Many AI server have about [--] (+) layers but there are existing and upcoming AI servers solutions have over 30+ and [--] layers. The PCB (e.g. Gold Circuit) and CCL (e.g. Panasonic The layers counts of AI servers will likely increase over time more like a trend. Many AI server have about [--] (+) layers but there are existing and upcoming AI servers solutions have over 30+ and [--] layers. The PCB (e.g. Gold Circuit) and CCL (e.g."  
[X Link](https://x.com/man26uel/status/1941875085817618658)  2025-07-06T15:01Z [----] followers, [---] engagements


"@TacticzH Great company but momentum doesn't look good right now. No reason to rush in immediately imho"  
[X Link](https://x.com/man26uel/status/2016414091061953008)  2026-01-28T07:32Z [----] followers, [---] engagements


"@pdicarlotrader They are in an acquisition spree with heavy share dilution which are sold down for technical reasons. Probably explains why the patterns didn't work. Like your transparency"  
[X Link](https://x.com/man26uel/status/2017523412890013849)  2026-01-31T09:00Z [----] followers, [---] engagements


"🗣 Fabricio Bloisi neuer CEO Prosus $PRX $PRX.AS "The only thing that really matters is our results." Einen Satz nach dem ich in Shareholder Lettern aktiv Ausschau halte"  
[X Link](https://x.com/man26uel/status/1833557380631822670)  2024-09-10T17:25Z [----] followers, [---] engagements


"Great thread. Never heard of $NEDAP 🔽 European Stock 2: Nedap $NEDAP 💰 Market cap: [---] million 🏢 Sector: Technology ⚙ Founded: [----] 🌍 Country: The Netherlands https://t.co/vv86Z46tsS European Stock 2: Nedap $NEDAP 💰 Market cap: [---] million 🏢 Sector: Technology ⚙ Founded: [----] 🌍 Country: The Netherlands https://t.co/vv86Z46tsS"  
[X Link](https://x.com/man26uel/status/1913611653800681704)  2025-04-19T15:12Z [----] followers, [---] engagements


"@QualityInvest5 Even cheaper available via Christian Dior $CDI $CDI.PA"  
[X Link](https://x.com/man26uel/status/1932016850608537843)  2025-06-09T10:08Z [----] followers, [---] engagements


"$BESI $AMAT HBM4 was supposed to be the "Hybrid Bonding Moment" for 16-high stacks but JEDEC just gave traditional bonding a lifeline. 📉 Don't take it wrong: this isn't a cancellation just a postponement. Fabs will adopt Hybrid Bondingjust a little later⚡ #HybridBonding Source: https://semiengineering.com/hbm4-sticks-with-microbumps-postponing-hybrid-bonding/ https://semiengineering.com/hbm4-sticks-with-microbumps-postponing-hybrid-bonding/"  
[X Link](https://x.com/man26uel/status/2011340881953960306)  2026-01-14T07:33Z [----] followers, [---] engagements


"@TacticzH $KLA $LRCX 😍"  
[X Link](https://x.com/man26uel/status/2014683745387753856)  2026-01-23T12:56Z [----] followers, [---] engagements


"Copper Long term its probably best to keep it easy $COPX Global X Copper Miners ETF $4COP Global X Copper Miners UCITS ETF USD"  
[X Link](https://x.com/man26uel/status/2015066710613672083)  2026-01-24T14:18Z [----] followers, [----] engagements


"Asta Energy Untersttzt von $ENR Siemens Energy gibt Preisspanne fr IPO in Frankfurt (2750  [----] ) bekannt das Handelsblatt berichtet entsprechend ber Kupferkomponenten fr das Stromnetz. 🏗 ➡Elektrifizierung BOOMT gerade richtig 📈 ➡Asta liefert die Bauteile z.B. Prysmian und Nexans integrieren entsprechend fr die Kabel-Grids 🛣 Nexans Deep Drive im ersten Kommentar https://www.handelsblatt.com/finanzen/maerkte/boersengang-asta-energy-bietet-aktien-zu-2750-bis-2950-euro-an/100194681.html"  
[X Link](https://x.com/man26uel/status/2015739979540943270)  2026-01-26T10:53Z [----] followers, [---] engagements


"@atsu_stock @YouTube Good review thanks to YT live translation :) Will be very important to see if IonQ can keep existing Skywater customers Book to bill [--] etc. in the upcoming financial reports"  
[X Link](https://x.com/man26uel/status/2017949456457462117)  2026-02-01T13:13Z [----] followers, [---] engagements


"$IONQ Excited to hear what Einride's CEO Roozbeh Charli has to say at tomorrow's Web Summit Qatar about quantum logistics benchmarks"  
[X Link](https://x.com/man26uel/status/2018068845223690240)  2026-02-01T21:08Z [----] followers, [---] engagements


"Anthropic is slaying finance world😳"  
[X Link](https://x.com/man26uel/status/2018731049333707095)  2026-02-03T16:59Z [----] followers, [----] engagements


"Anthropic ist zweifellos die KI der Stunde. Sie gehen berall rein Finance Tax uvm. fast nichts schein sicher. Wer verstehen will wie Anthropic CEO @DarioAmodei denkt here you go: "Confronting and Overcoming the Risks of Powerful AI". Sehr lange aber sehr lesenswert. https://www.darioamodei.com/essay/the-adolescence-of-technology https://www.darioamodei.com/essay/the-adolescence-of-technology"  
[X Link](https://x.com/man26uel/status/2018950343510430078)  2026-02-04T07:30Z [----] followers, [--] engagements


"Fair enough. I don't say that CSU is a bad company at all. Just saying that most retailers are in the stock because it always went up. VMS is a great business with a huge premium. Ofc this software is hard to replace. But: If you ever used Claude Code. Man it's insane. Probably you can't replace the software by your own but new startups are coming up and try to challenge you with new tech stacks. On the other hand: If you are the VMS and want to adopt the new methods: You need to refactor you software stack. And that's usually costly. I've seen that dozens of times in real world."  
[X Link](https://x.com/man26uel/status/2019314828104388845)  2026-02-05T07:39Z [----] followers, [---] engagements


"Kauf $6525 Kokusai Electric Neben EUV und Hybrid Bonding wird ALD eine wesentliche AI Technologie bis [----]. Whrend $ASM International und $LRCX bei ALD fhrend sind hat Kokusai ca. 70% Market Share in der Multi-Batch ALD Nische welche fr 3D RAM und somit HMB besonders wichtig ist. ❌ KEINE EMPFEHLUNG Von Counterpoint: "Currently the bulk of AI value sits with semiconductors such as hyperscalers Tier-2 cloud players and enterprises rushing to build out AI infrastructure. From GPUs and accelerators to memory (HBM DDR) and optical interconnects chips are the backbone of the AI economy powering"  
[X Link](https://x.com/man26uel/status/1962444904296046701)  2025-09-01T09:18Z [----] followers, [----] engagements


"$MSCI hat eines der besten Geschftsmodelle berhaupt. Die Bewertung ist so gnstig wie seit Jahren nicht mehr 🪙🟢 MSCI Inc. ist ein Cannibal Stock. Die umlaufenden Anteile nehmen ber die Zeit immer weiter ab 👿"  
[X Link](https://x.com/man26uel/status/2000633250465907066)  2025-12-15T18:25Z [----] followers, [----] engagements


"@TacticzH Like $ADYEN Adyen but there are Risks to watch for https://manuelwalz.substack.com/p/adyen-nv-financial-risk-diagnostic https://manuelwalz.substack.com/p/adyen-nv-financial-risk-diagnostic"  
[X Link](https://x.com/man26uel/status/2005207925070221741)  2025-12-28T09:23Z [----] followers, [---] engagements


"$GFS Just in Globalfoundries bernimmt ARC und baut mit MIPS die vertikale RISC-V End to End Integration. ARC liefert v.a. NPU/DSP IP und ASIP Designer und macht damit MIPS zum einem fhrenden RISC-V Unternehmen. Zur Einordnung: Wachstum von RISC-V bis [----] nach div. Quellen mit 50% p.a. auf TAM ber $90 Mrd. Und $GFS kann direkt produzieren. https://www.eetimes.com/globalfoundries-mips-to-buy-arc-ip-business-from-synopsys/ https://twitter.com/i/web/status/2011551361733902566 https://www.eetimes.com/globalfoundries-mips-to-buy-arc-ip-business-from-synopsys/"  
[X Link](https://x.com/man26uel/status/2011551361733902566)  2026-01-14T21:29Z [----] followers, [---] engagements


"$ROP [--] Finanzjournalist wrde schreiben Roper ist so gnstig wie seit vielen Jahren nicht mehr😀"  
[X Link](https://x.com/man26uel/status/2016217390636208566)  2026-01-27T18:31Z [----] followers, [---] engagements


"NAV Abschlge gibt es nicht nur bei der Porsche Auto Holding: First Pacific Co Ltd $FPAFY $FPAFF"  
[X Link](https://x.com/man26uel/status/1663190920655777792)  2023-05-29T14:29Z [----] followers, [----] engagements


"Wenn ein japanischer Lebensmittelkonzern ber die Fallstricke der Auslandsexpansion berichtet. Nissin Foods Holding $2897.T $NF2"  
[X Link](https://x.com/man26uel/status/1834189280668766479)  2024-09-12T11:16Z [----] followers, [---] engagements


"Vodafone $VOD $VOD.L ➡SatCo mit $ASTS (BlueBird) fr sinkenden CapEx ➡VOIS / GenAI mit $ACN Accenture ➡Luka Mucic bestmglicher CFO frher $SAP $HEI ➕CyberHub Private 4G/5G uvm 🟢Die [--] brennenden Punkte hat Vodafone nun optimal von Extern besetzt. #zumerfolgverdammt DYODD https://twitter.com/i/web/status/1897633728941162535 https://twitter.com/i/web/status/1897633728941162535"  
[X Link](https://x.com/man26uel/status/1897633728941162535)  2025-03-06T13:01Z [----] followers, [----] engagements


"Loaded up some ASMPT $0522 $ASMVF $ASMVY shares. Looks like their Thermo-Compression Bonding and Co-Packaging Optics AP are ramping up + Convaint Deal in Critical Manufacturing + possible KKR privatization offer. We will see. ❌ NO ADVICE"  
[X Link](https://x.com/man26uel/status/1953513554037899664)  2025-08-07T17:48Z [----] followers, [---] engagements


"Metrologie ist einer der lukrativsten Bereiche des Semi-Engineerings. $KLAC ist unangefochtener Marktfhrer. Der Chart 🤯 Zustzlich setze ich auf die Herausforderer $ONTO und $PDFS Was Macht PDF Solutions: PDF ist im Bereich des Virtual Metrology (VM) ttig. Metrologie misst mit Sensoren Materialeigenschaften Wafers etc. und sicher die Qualitt ist dabei aber extrem kostspielig und es knnen immer nur Stichproben untersucht werden. VM hingegen generiert aus Daten mit Big-Data/Machine Learning in Echtzeit Erkenntnisse und leitet daraus entsprechende Handlungen ab. Whrend regulre Metrologie immer"  
[X Link](https://x.com/man26uel/status/1978076277845168637)  2025-10-14T12:31Z [----] followers, [---] engagements


"$KLAC hat in den letzten Quartalszahlen die Umsatzwachstumsrate fr Advanced Packaging (AP) fr [----] auf 15+% im Jahresvergleich gesenkt nachdem zuvor 20+% prognostiziert worden waren. $ONTO hingegen hat in diesem Jahr wieder Marktanteile im AP-Markt zurckzugewonnen. Meine Cyber/Semi/SaaS GARP picks fr Juli [--] Qualys $QLYS Onto Innovation $ONTO Mycronic $MYCR KEINE EMPFEHLUNG ❌ Meine Cyber/Semi/SaaS GARP picks fr Juli [--] Qualys $QLYS Onto Innovation $ONTO Mycronic $MYCR KEINE EMPFEHLUNG ❌"  
[X Link](https://x.com/man26uel/status/2017182660330766476)  2026-01-30T10:26Z [----] followers, [----] engagements


"Wieder etwas gelernt: Lt. Grok ist die Prognose von #Wrtsil korrekt dass die Energie und Energieverfgbarkeit fr Data Center schneller und strker steigt als der Netzausbau vorankommt. Das erffnet Chancen. $WRT1V $WRTBF $WRTBY"  
[X Link](https://x.com/man26uel/status/1897578371212574744)  2025-03-06T09:21Z [----] followers, [---] engagements


"Oh $ZAL Zalando. Habe mich die Tage nher mit dem Unternehmen beschftigt und die Technologie Infrastruktur welche dort konzipiert und aufgebaut wird ist wirklich beeindruckend. Das Unternehmen steuert auch viel fr die Open Source Gemeinde bei. Sieht man nicht so oft bei deutschen Unternehmen. Im Kurs sieht man das leider noch nicht aber die Basis fr eine Expansion sollte damit gelegt sein. https://twitter.com/i/web/status/1874032174241861665 https://twitter.com/i/web/status/1874032174241861665"  
[X Link](https://x.com/man26uel/status/1874032174241861665)  2024-12-31T09:57Z [----] followers, [----] engagements


"Auswirkung einer mglichen bernahme von ptc durch Autodesk fr $MUM Mensch und Maschine"  
[X Link](https://x.com/anyuser/status/1943368435368390693)  2025-07-10T17:55Z [----] followers, [----] engagements

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