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

ma26nu posts on X about ai, und, $nvda, ich 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)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [luxury brands](/list/luxury-brands)  [celebrities](/list/celebrities)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[ai](/topic/ai), [und](/topic/und), [$nvda](/topic/$nvda) #2579, [ich](/topic/ich) #2444, [$bn](/topic/$bn), [nvda](/topic/nvda), [link](/topic/link), [asml](/topic/asml), [aber](/topic/aber) #949, [$bam](/topic/$bam)

**Top accounts mentioned or mentioned by**
[@stocksavvyshay](/creator/undefined) [@newcomerinvest](/creator/undefined) [@stockmktnewz](/creator/undefined) [@qualityinvest5](/creator/undefined) [@europeandgi](/creator/undefined) [@tacticzh](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@stockbonvivant](/creator/undefined) [@marchijinknrc](/creator/undefined) [@davidblundin](/creator/undefined) [@jusifov](/creator/undefined) [@letmoneywork050](/creator/undefined) [@dividenddudex](/creator/undefined) [@waymo](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@dividendtalks](/creator/undefined) [@biontechgroup](/creator/undefined) [@uvshares](/creator/undefined) [@cj0pp3l](/creator/undefined) [@petermantas](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Brookfield Corporation (BN)](/topic/$bn) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [IonQ, Inc. (IONQ)](/topic/$ionq) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [GlobalFoundries (GFS)](/topic/globalfoundries) [Snowflake Inc. (SNOW)](/topic/$snow) [Heroes of NFT (HON)](/topic/$hon) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Onto Innovation Inc. (ONTO)](/topic/$onto) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Synopsys, Inc. (SNPS)](/topic/$snps) [Msci Inc (MSCI)](/topic/$msci) [Microsoft Corp. (MSFT)](/topic/microsoft) [Assemble Protocol (ASM)](/topic/$asm) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [S&P Global Inc (SPGI)](/topic/$spgi) [Now Coin (NOW)](/topic/$now) [KLA Corp (KLAC)](/topic/$klac) [Nash Exchange (NEX)](/topic/$nex) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Broadcom, Inc. (AVGO)](/topic/broadcom) [F5 Inc (FFIV)](/topic/$ffiv) [Intel Corporation (INTC)](/topic/$intc) [Mastercard, Inc. (MA)](/topic/$ma) [Parex (PRX)](/topic/$prx) [Heima (HEI)](/topic/$hei) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Bank of America (BAC)](/topic/bank-of-america) [Qualys, Inc. Common Stock (QLYS)](/topic/$qlys) [Arista Networks Inc (ANET)](/topic/$anet) [Taiwan Semiconductor (TSM)](/topic/$tsm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Quizfrage: Was habe die genannten Unternehmen gemein 👇 SiCrystal (Rohm Group) LG Innotek American Elements Pacific Rundum Co. Ltd. JJISCO Inc. CoorsTek Inc. Washington Mills JJISCO Ferrotec Corporation Nanoshel LLC Polycrystal Maruwa Co Ltd Asahi Glass Co. Ltd"  
[X Link](https://x.com/man26uel/status/1613097745543270402)  2023-01-11T08:57Z [----] followers, [----] engagements


"@uv_shares Probably not the stock you're covering in this report but the best run EU Telco company I know is $ELISA"  
[X Link](https://x.com/man26uel/status/1651680531757559834)  2023-04-27T20:11Z [----] followers, [---] engagements


"@CJ0pp3l @peter_mantas If you're interested in the digital engineering game $DAVA and $EPAM check out Nagarro $NGRRF as well"  
[X Link](https://x.com/man26uel/status/1652341530349260801)  2023-04-29T15:58Z [----] followers, [---] engagements


"@stwboerse Gute Einschtzung. Was im brigen passiert wenn die vllig berzogenen Erwartungen nur im Ansatz nicht erfllt werden knnen sieht man derzeit bei $SNOW"  
[X Link](https://x.com/man26uel/status/1662828786847547392)  2023-05-28T14:30Z [---] followers, [--] engagements


"@jusifov Bin momentan ebenfalls angetan von $IBM Katalysatoren gibt es viele: mit Krishna ein top CEO erste Quantencloud in Europa exzellenter Zukauf mit Red Hat welcher sich immer mehr auszahlt Abspaltung von Altlasten (Kyndryl) uvm"  
[X Link](https://x.com/man26uel/status/1669407685987426310)  2023-06-15T18:13Z [---] followers, [--] engagements


"Bekanntlich ist LEGO nicht brsennotiert. ber einen Umweg - zugegeben wenn auch nur ein kleiner Anteil - kann ber die $BX Blackstone Beteiligung Merlin Entertainment in Legoland Madame Tussauds Bear Grylls Adventure uvm. investiert werden"  
[X Link](https://x.com/man26uel/status/1674738424715042820)  2023-06-30T11:15Z [---] followers, [--] engagements


"Zegna $ZGN mit starken H1/23 Zahlen: ➡ H1/23 Rev $900 Mio up 23.9% yoy ➡ Organic growth 21.5% yoy (double digit in beiden Segmenten) ➡ Q2/23 growth yoy 35.1% + organic growth 24.5% ➡ Q2/23 DTC growth yoy 48.1% 📈 https://ir.zegnagroup.com/news/news-details/2023/Ermenegildo-Zegna-Groups-Robust-Growth-Continues-in-the-First-Half-of-2023/default.aspx 1) Neuer Impuls fr die #fintwit Vermutlich wren die meisten gerne frh bei $LVMH Mot Hennessy Louis Vuitton $MONC Moncler uvm dabei gewesen (und die Aktie bis heute gehalten). Das Problem: Ikonische franzsische oder italienische Modemarken erfindet"  
[X Link](https://x.com/man26uel/status/1684816518285049856)  2023-07-28T06:42Z [----] followers, [----] engagements


"Pabrai ist bei Micron $MU raus. Seit Q3/21 bis Q1/23 sind DRAM Preise um 57% und NAND Preise um 55% gefallen Mike Howard VP bei @YoleGroup und ehem MA bei Micron sieht deutlich steigende Speicherpreise ab H2/23. Ggf. Zeit sich $MU nher anzuschauen"  
[X Link](https://x.com/man26uel/status/1690374379815751683)  2023-08-12T14:47Z [---] followers, [--] engagements


"Wenn ich nur in [--] Unternehmen investieren knnte $BN / $BAM wre dabei. Brookfield hat ein berlegenes Geschftsmodell 🗣 Bruce Flatt Our $74 of Net Asset Value per share should compound at 17% to $163 by [----] allowing investors a large margin of safety Wie das geht: 👇👇"  
[X Link](https://x.com/man26uel/status/1702374785114673160)  2023-09-14T17:32Z [---] followers, [--] engagements


"@IFB_podcast Did you really do a deepdive on this $MSFT's todays success is mostly based on Azure. Azure was first introduced at the PDC in [----] (codename Project Red Dog) Nadella became CEO in [----] 😀"  
[X Link](https://x.com/man26uel/status/1705604801520644279)  2023-09-23T15:27Z [---] followers, [--] engagements


"1/ (Kurze) Technische Einordnung des $CSCO $SPLK Mega-Deals Gerchte der bernahme gibt es schon seit mindestens [----]. Lange bevor Buzzwords wie AI LLM uvm. durch die Finanz-Szene geschwirrt sind. Was Cisco mit der bernahme vor hat gibt es hier Ein Thread 👇👇"  
[X Link](https://x.com/man26uel/status/1705932386679079360)  2023-09-24T13:09Z [---] followers, [----] engagements


"2/ Lt. Gartner ist $SPLK Splunk fhrend im Bereich SIEM (Security Information and Event Management). Einfach erklrt: Splunk installiert sich On-Prem und in der Multi-Cloud an zentraler Stelle und greift alle Infos aller Systeme ab (Logs Events uvm.)"  
[X Link](https://x.com/man26uel/status/1705932388931346914)  2023-09-24T13:09Z [---] followers, [---] engagements


"3/ Der Vollstndigkeit sei erwhnt dass $SPLK auch zB im Bereich APM (Application Performance Monitoring) prsent ist hat hier aber mit agilen Konkurrenten wie $DDOG Datadog Elastic und einigen mehr stark zu kmpfen. Das erklrt ggf auch den Kursverlauf von $SPLK"  
[X Link](https://x.com/man26uel/status/1705932391145934994)  2023-09-24T13:09Z [---] followers, [---] engagements


"5/ Allgemeiner Konsens in der IT-Welt ist dass kein einzelnes Unternehmen KI dominieren wird da viele LLM-Modelle in den kommenden Jahren "gut" sein werden. Die KI kann nur so gut sein wie die Daten mit denen sie trainiert wird"  
[X Link](https://x.com/man26uel/status/1705932395004797055)  2023-09-24T13:09Z [---] followers, [---] engagements


"6/ Da heute weder $CSCO noch $SPLK bei KI fhrend sind soll es der Merger auf jeden Fall werden. Wie das geht zeigt die folgende Grafik:"  
[X Link](https://x.com/man26uel/status/1705932397034762373)  2023-09-24T13:09Z [---] followers, [---] engagements


"7/ Kombinierte Daten der Cisco Full-Stack Observability platform (AppDynamics ThousandEyes uvm) sowie der $SPLK SIEM-Fhigkeit ergnzen sich bestens. Die kombinierten Daten lassen sich zB auch hervorragend im Bereich Endpoint Security verwenden"  
[X Link](https://x.com/man26uel/status/1705932399228420400)  2023-09-24T13:09Z [---] followers, [---] engagements


"8/ Was frher "Viren Scanner" waren ist heute XDR. Microsoft definiert XDR wie in der Grafik dargestellt"  
[X Link](https://x.com/man26uel/status/1705932400876773383)  2023-09-24T13:09Z [---] followers, [---] engagements


"9/ Fhrend im Bereich XDR ist neben $MSFT bekanntlich $CRWD Crowdstrike. Gelingt die $SPLK Integration in die Cisco Produkte wird $CSCO in den kommenden Jahren in diesem Bereich deutlich zulegen knnen. Der Endpoint Security Market wird bis Ende [----] immerhin $25 Mrd einnehmen"  
[X Link](https://x.com/man26uel/status/1705932403380777425)  2023-09-24T13:09Z [---] followers, [---] engagements


"@StockSavvyShay What is your technical case on $SNOW vs eg Databricks There are a lot of players with totally different architectural designs but there is no free lunch. Enough room for every1 to grow 30% p.a"  
[X Link](https://x.com/man26uel/status/1741804818216178070)  2024-01-01T12:53Z [---] followers, [---] engagements


"Glckwunsch an alle die bei $JNPR dabei waren Kurs 20%+. Statistisch bedeutet diese Grobernahme fr $HPE Anteilseigner nichts Gutes"  
[X Link](https://x.com/man26uel/status/1745011568239059088)  2024-01-10T09:15Z [---] followers, [---] engagements


"$aapl wird sich tw neu erfinden mssen. Mit iOS [----] bricht die EU das AppStore Monopol und erlaubt Konkurrenten wie zB Sideloading direkten Zugang. Profiteur sind Gaming Anbieter. Auch NFC muss Apple ffnen. Profiteur hier zB PayPal etc. Geschichte wiederholt sich immer wieder"  
[X Link](https://x.com/anyuser/status/1750409822871105998)  2024-01-25T06:46Z [--] followers, [--] engagements


"Blueprint $msft Microsoft hat in den 00er Jahren ber ein Jahrzehnt auch aufgrund der EU Regulierung (ffnung Browser fr Windows etc) mit sinkendem Brsenkurs gekmpft bis erst Mitte der 10er die Cloud die wende brachte"  
[X Link](https://x.com/man26uel/status/1750412398870086120)  2024-01-25T06:56Z [---] followers, [--] engagements


"Um ein Gefhl dafr zu bekommen ber welche Summen wir sprechen. Insg. setzt Apple mit dem Appstore jhrlich mehr um als die allermeisten Firmen insg. Umsatz haben. Das Wachstum drfte damit weiter abflachen wenn EPIC Games Tencent etc. eigene Stores pushen"  
[X Link](https://x.com/man26uel/status/1750582278202225053)  2024-01-25T18:11Z [---] followers, [--] engagements


"@Whirlwind360 Kannst du in wenigen Stzen beschreiben was Cadence und Synopsys -genau- machen Vielen gefllt das Unternehmen va weil der Kurs immer steigt. Wie kann das Unternehmen immer weiter wachsen"  
[X Link](https://x.com/man26uel/status/1754169683316547704)  2024-02-04T15:46Z [---] followers, [--] engagements


"@European_DGI How much is the insurance"  
[X Link](https://x.com/man26uel/status/1757031836507623858)  2024-02-12T13:20Z [---] followers, [---] engagements


"Das aktuell heieste AI Gercht (auer dass OpenAI kurzfristig "$7 Trillion" Kapital bentigt) $NVDA steigt in sog. Semi Custom SoC ein (macht $AMD schon 10Y) und will so die Kunden binden trotz der horrenden Kosten der Produkte. We'll see"  
[X Link](https://x.com/man26uel/status/1757108614592917770)  2024-02-12T18:25Z [---] followers, [--] engagements


"Die Sache mit $ARM und Supermicro $SMCI wird bel enden ➡ Lt Tikr liegt der ARM Freefloat bei ca 5-6%. Softbank hlt 90%. Die lock-up Phase endet Mitte Mrz ➡ Supermicro hat lt Tikr eine Shortquote von 9%. Das Unternehmen ist "nur" ein Systemintegrator von Hardware"  
[X Link](https://x.com/man26uel/status/1757395415870157022)  2024-02-13T13:24Z [---] followers, [--] engagements


"Kontron $KTN lt Jan24 PP mit [---] Mrd Rev. KATEK $KTEK wie soeben gemeldet in [--] mit [---] Mio Rev. KTN wchst 10% KTEK in [--] mit 15%. Wenn KTN 100% an Katek erwirbt sind die [----] Prognosen (2 Mrd Rev) bertroffen. (-Integrationskosten etc.) @l_m_s15 Was ist da los"  
[X Link](https://x.com/man26uel/status/1758200631305658409)  2024-02-15T18:44Z [----] followers, [--] engagements


"@Finanzdani Adobe ist mit Sicherheit ein gutes Unternehmen wrde ich aber trotzdem zur Old Economy einordnen. KGV [--] und Konkurrenten wie Sora passen zumindest fr mich irgendwie nicht so richtig zusammen"  
[X Link](https://x.com/man26uel/status/1758826058722295923)  2024-02-17T12:09Z [---] followers, [--] engagements


"Fr alle die beim nchsten Hype ganz vorne mit dabei sein wollen $MU $NVDA"  
[X Link](https://x.com/man26uel/status/1760588366813258150)  2024-02-22T08:52Z [---] followers, [--] engagements


"1/ Wo gibt es die besten IT Investment Ideen Richtig: Auf Github Industrie Konglomerat mit einem fetten Katalysator. Mit dabei: $NVDA (Grace) Hopper (G)H100/200 CUDA $HON Quantinuum und die Cloud. Garantiert ein paar Facts welche Ihr noch nicht kennt Ein Thread DYODD"  
[X Link](https://x.com/man26uel/status/1762541900794392950)  2024-02-27T18:15Z [---] followers, [--] engagements


"2/ Kurz zu Quantinuum: 54% der Anteile gehren Honeywell $HON Das Produkt H2-1 ist nach technischen Benchmarks im Bereich Quantum fhrend und bietet sowohl den gesamten Hardware-Stack als auch umfangreiche Software an"  
[X Link](https://x.com/man26uel/status/1762541902866305071)  2024-02-27T18:15Z [---] followers, [--] engagements


"3/ Absolut herausragend macht die NVIDIA KI Chips derzeit nicht nur die Hardware sondern das CUDA und knftig das Quanten CUDA kosystem ein Software Delevoper Kit welche die Integration der Chips in Software ermglicht"  
[X Link](https://x.com/man26uel/status/1762541904476922211)  2024-02-27T18:15Z [---] followers, [--] engagements


"4/ Honeywell $HON hat damit nicht nur sehr frhzeitig Zugriff auf Quantinuum sondern nutzt die Plattform u.a. in den eigenen Bereichen wie Chemie Aerodynamik usw. und wird bei der kommenden Materialforschung fhrend sein"  
[X Link](https://x.com/man26uel/status/1762541907056459922)  2024-02-27T18:15Z [---] followers, [--] engagements


"9/ Hier kommt NVIDIA mit dem cuQuantum SDK (CUDA fr Quanten Computing) ins Spiel. D.h. Quantinuum und das CUDA SDK sind direkt integriert. NVIDIA wird im Bereich Quanten Computing sogar noch wichtiger als heute im "normalen" AI Bereich"  
[X Link](https://x.com/man26uel/status/1762541916099400119)  2024-02-27T18:15Z [---] followers, [--] engagements


"10/ Wer sich eine Case Study von Quantinuum und NVIDIA am Beispiel von BMW nher anschauen mchte kann hier zugreifen:"  
[X Link](https://x.com/man26uel/status/1762541917785501857)  2024-02-27T18:15Z [---] followers, [--] engagements


"11/ Auch ber die Skalierung muss man sich wenig Gedanken machen: Honeywell $HON bietet Quanitinuum ber die $MSFT Azure Cloud Zapata Computing Orquestra uvm an. Ob ein derzeitiger KGV von [--] bei $NVDA viel ist entscheidet jeder selbst"  
[X Link](https://x.com/man26uel/status/1762541919559680037)  2024-02-27T18:15Z [---] followers, [--] engagements


"@DeepMoatSociety Looks like those quantum computing stocks are cheap right now. 👍 why you favor $IONQ vs $QBTS D-Wave and others"  
[X Link](https://x.com/man26uel/status/1762543477751959635)  2024-02-27T18:21Z [---] followers, [---] engagements


"@Timo_Diablo Aktuelle Dotcom Vergleiche mit NVIDIA sind absolut lcherlich. (was nicht heien soll das der Kurs nicht fallen kann) NVIDIA hat eben ein Monopol. So einfach ist die Erklrung"  
[X Link](https://x.com/man26uel/status/1762777304994885955)  2024-02-28T09:50Z [---] followers, [--] engagements


"@Stock_Bonvivant Das Unternehmen ist auch aktuell mehr als gnstig vergl. mit den Peers in den einzelnen Bereichen z.B. Synopsys/Cadence und Siemens EDA Bentley System bei Digital Twins (dort hat man auch Anteile) Siemens Mendix uvm"  
[X Link](https://x.com/man26uel/status/1767093738730295401)  2024-03-11T07:42Z [---] followers, [--] engagements


"Die Probleme von Japan im Tech Sector in einem Bild dargestellt Side Note: @jimkxa ist eine absolute Tech Ikone und war bei nahezu allen Big Playern der Branche (AMD Broadcom Apple Tesla Intel uvm.) Leider ist @tenstorrent nicht brsennotiert"  
[X Link](https://x.com/man26uel/status/1767168987622781038)  2024-03-11T12:41Z [---] followers, [--] engagements


"Es gab Zeiten da kannte ich VMware besser als meine eigene Westentasche. Kurzfristig gut fr Broadcom $AVGI Aktionre mittelfristig sind IT-Experten aber sehr kreativ was Alternativen angeht. Oft werden solche Entscheidungen bottom- getroffen"  
[X Link](https://x.com/man26uel/status/1770703658310631570)  2024-03-21T06:47Z [---] followers, [--] engagements


"1/ Fun Fact: Cloudflare $NET luft selbst nicht in der Cloud verwendet keine Virtualisierung und nutzt klassische Postgres SQL Datenbanken. Und ist trotzdem hochinnovativ. Ein kurzer Thread 👇 Schaut euch auch unbedingt den super Post von Stanislav an. Cloudflare serves around 20% of the web with [--] million requests a second. Surely they must have a lot of data. Where do they store it Plain old PostgreSQL. 🐘 Around 15-20 clusters of them. Each cluster consists of [--] servers split into two regions. The primary region is https://t.co/LrdYuFMyIz Cloudflare serves around 20% of the web with 46"  
[X Link](https://x.com/man26uel/status/1771895398661062742)  2024-03-24T13:42Z [---] followers, [----] engagements


"2/ $NET ist ein Infrastruktur-Unternehmen fr die Cloud. Lt. ist $NET der schnellste DNS Provider der Welt und arbeitet fast doppelt so schnell wie zB Azure"  
[X Link](https://x.com/man26uel/status/1771895400594579547)  2024-03-24T13:42Z [---] followers, [--] engagements


"3/ Erreichbar unter der URL oder unter der IP-Adresse 1.1.1.1 mit jedem Gert und Apps fr viele Plattformen"  
[X Link](https://x.com/man26uel/status/1771895403455082634)  2024-03-24T13:42Z [---] followers, [--] engagements


"4/ Das Ganze ist natrlich nicht nur ein kostenloser Selbstzweck sondern $NET baut darauf weitere Infrastruktur. Kunden von $NET mssen keine eigenen VPNs zwischen Zweigstellen und deren Rechenzentren aufsetzen und betreiben"  
[X Link](https://x.com/man26uel/status/1771895405522870546)  2024-03-24T13:42Z [---] followers, [--] engagements


"5/ Vor wenigen Tagen hat $NET angekndigt in die Multi-Cloud mit dem Produkt Magic Cloud Networking einzusteigen. $NET platziert sich damit als zentrales Steuerungsinstanz zwischen allen Cloud-Povidern um den den Vendor Lock-In vorzubeugen (zB mein letzter Post zu VMWare)"  
[X Link](https://x.com/man26uel/status/1771895407716475094)  2024-03-24T13:42Z [---] followers, [--] engagements


"HBM3e von $MU Micron fr das gesamte Jahr [----] und auch weite Teile von [----] bereits ausverkauft 🚀 Mutmalich an NVIDIA $NVDA"  
[X Link](https://x.com/man26uel/status/1772165213715927148)  2024-03-25T07:34Z [---] followers, [--] engagements


"Tencent $TECHY kauft [----] mehr eigene Aktien zurck als Prosus $PRX verkauft. Prosus wiederum bentigt das Kapital um die eigenen Buybacks zu finanzieren. Und baut dann gleichzeitig trotz Verkufen den Anteil an Tencent aus ✅"  
[X Link](https://x.com/man26uel/status/1773247542613909775)  2024-03-28T07:15Z [---] followers, [--] engagements


"Trendforce mit aktuellem Research fr $MU Micron. Demnach will MU nicht nur den Output fr HBM3 sondern berproportional auch den Umsatz dazu steigern 🚀 Trendforce listet dabei auch gleich noch die Timeline der Produkte. Wahnsinn. Fr umsonst "  
[X Link](https://x.com/man26uel/status/1791150185898443051)  2024-05-16T16:54Z [---] followers, [--] engagements


"Wow. Beeindruckende Leistung von $NA9 Nagarro. I.d.R. gibt $EPAM im Branchen Ranking die Richtung vor. Nach dem $EPAM Abverkauf auf die Trendwende setzen Allerdings hat EPAM strukturelle Baustellen und kurzfristige operative Lsungen werden sich wohl hinziehen"  
[X Link](https://x.com/man26uel/status/1791153717275762897)  2024-05-16T17:08Z [---] followers, [--] engagements


"Morgan Stanley stuft Micron $MU nun mit Kaufen aufgrund des AI Potentials ein. Hoffentlich macht der Analyst das nicht Hauptberuflich 🤡 Aber was jetzt: Die $130 sind schon erreicht"  
[X Link](https://x.com/man26uel/status/1793241777551356133)  2024-05-22T11:25Z [---] followers, [--] engagements


"Ich hatte dazu vor langer Zeit schon geschrieben. Sehr guter Artikel von @StephanScheuer 👏👏 zu Qualcomm $QCOM 👏 Lesen 👇"  
[X Link](https://x.com/man26uel/status/1793244410622181847)  2024-05-22T11:35Z [---] followers, [--] engagements


"@ttt_financial @Stock_Bonvivant @stockmum @LeoNelissen @CKTH7985 @jusifov @aktien_max @KielerFinanzen @VidarCoc @enqome @BcPoldi @peppershares @Letmoneywork050 @ppinvest @simlicht @H96sailer Die Zahlen von $MRVL Marvell schaue ich mir immer ganz genau an. Ein guter Branchenindikator"  
[X Link](https://x.com/man26uel/status/1796490780531679468)  2024-05-31T10:35Z [---] followers, [--] engagements


"Research von @EPRINews zu AI Impact auf den Energieverbrauch. Bei 15% CAGR verbraucht AI in [----] 9% der gesamten Energie in den US. Die Anzahl der DataCenter wird sich bis dahin verdoppeln. Wer profitiert aus [--]. Reihe HVAC DC REITS Versorger etc"  
[X Link](https://x.com/man26uel/status/1800054866720465298)  2024-06-10T06:38Z [---] followers, [--] engagements


"Disclaimer: Ich bin investiert. Wenn sich die Idee durchsetzt ist es nicht weniger als eine Revolution und die grte Innovation seit Jahrzehnten im Bereich BigData. Die Idee in einem Satz: (Meta)Daten und die Data Storage werden entkoppelt. Details 👇 Databricks spent $1-2 BILLION dollars to acquire a [--] person company from the creators of Apache Iceberg. A revolution is going on in the Big Data space and its centering around Iceberg. 🧊 Why would Databricks spend this outrageous amount of money on such a small company https://t.co/TdqjMPdZrA Databricks spent $1-2 BILLION dollars to acquire a"  
[X Link](https://x.com/man26uel/status/1804184136883556527)  2024-06-21T16:06Z [---] followers, [----] engagements


"Warum der VW $VOW3 $PAH3 Rivian $RIVN eine sehr gute Sache sein KNNTE 👇 IMHO: VW hat in der aktuellen Form mit Cariad den Kardinalfehler begangen. Man kann SW nicht parallel entwickeln. Die Organisation muss sich der SW anpassen"  
[X Link](https://x.com/man26uel/status/1807390482609148095)  2024-06-30T12:27Z [---] followers, [--] engagements


"1/ Neue Thread Serie zu Big Data inkl $SNOW $NVDA $MSFT $GOOG Databricks uvm 🚨 Ich will aufzeigen wie die neuen Player versuchen das System zu verndern und welche Chancen sich dadurch ergeben knnen. Zunchst. Begriffsdefinition nach @SapphireVC Das neue Open Data Ecosystem"  
[X Link](https://x.com/man26uel/status/1810932120002404850)  2024-07-10T07:00Z [---] followers, [--] engagements


"2/ Infrastructure: Die Cloud Data Lakes werden von den groen Hyper Scalern besetzt $MSFT $AMAZ $GOOG Sehr spannend wird es aber bei den Tabellen Formaten. Ich will exemplarisch an Apache ICEBERG aufzeigen warum die Relevanz hier steigen wird"  
[X Link](https://x.com/man26uel/status/1810932122447642986)  2024-07-10T07:00Z [---] followers, [--] engagements


"3/ Lt @cloudera fgen sich das Iceberg Table Format zwischen die Storage und die Datenbanken um eine Abstraktionsschicht zu schaffen. Ziel: Standardisierung von Metadaten Verschlsselung uvm"  
[X Link](https://x.com/man26uel/status/1810932123987034300)  2024-07-10T07:00Z [---] followers, [--] engagements


"4/ Databricks war krzlich bereit mehr als $1 Mrd fr Tabular ein kommerzielles Unternehmen der Open Source Iceberg Entwickler zu bezahlen. Ziel: Enterprise Ready Software fr Iceberg mittels SaaS hnlich wie $CFLT Confluent mit Apache Kafka im Streaming"  
[X Link](https://x.com/man26uel/status/1810932126625271956)  2024-07-10T07:00Z [---] followers, [--] engagements


"5/ Warum Iceberg so wichtig ist zeigt $SNOW Snowflake anbei: Die Mglichkeiten des Datenzugriffs steigen exponentiell"  
[X Link](https://x.com/man26uel/status/1810932128810467687)  2024-07-10T07:00Z [---] followers, [--] engagements


"6/ Databricks und $SNOW knnen nach ALTIMETER demnach nicht nur die Compute Engine sondern auch die Table Formats besetzten"  
[X Link](https://x.com/man26uel/status/1810932131582841225)  2024-07-10T07:00Z [---] followers, [--] engagements


"7/ Ich denke es wird klar warum der Markt $SNOW und auch Databricks die aktuelles Multiples zugesteht. Exponentielles Wachstum der Datenbasis kombiniert mit Cross-Selling Potential durch neue Dienste. Mehr dazu im nchsten Thread. (Auch $NVDA Nvidia kommt vor versprochen 🥳)"  
[X Link](https://x.com/man26uel/status/1810932134208540695)  2024-07-10T07:00Z [---] followers, [--] engagements


"@European_DGI That argument ist totally underexposed. Regulation might not be the best instrument but the population of a cyber security product should definitely be part of the due diligence"  
[X Link](https://x.com/man26uel/status/1814355140398207205)  2024-07-19T17:42Z [---] followers, [--] engagements


"@Stock_Bonvivant nVent Electric PLC $NVT auch sehr spannend. Hier lohnt sich ein nherer Blick"  
[X Link](https://x.com/man26uel/status/1816046228926337434)  2024-07-24T09:42Z [---] followers, [--] engagements


"@Govro12 Get $HEIO instead"  
[X Link](https://x.com/man26uel/status/1817985276104556738)  2024-07-29T18:07Z [----] followers, [---] engagements


"Langsam kommt Bewegung $FFIV Erwartungen bertroffen und v.a. Wachstum im Softwarebereich. F5 ist ein Unternehmen wie ich es mag: Sehr guter FCF Yield gnstiger EV/FCF und lange vom Markt ignoriert. Heute zweistellig im Plus"  
[X Link](https://x.com/man26uel/status/1818342607950364976)  2024-07-30T17:47Z [---] followers, [--] engagements


"@CWRoehl Intel $INTC ist auf einem absoluten Blindflug unterwegs. Die Strategie nur halbherzig. Das Unternehmen tte gut daran wie GE sich in einen fabless Chipdesigner und eine Fab aufzuteilen"  
[X Link](https://x.com/man26uel/status/1819243182816702538)  2024-08-02T05:25Z [---] followers, [--] engagements


"nVent Electric $NVT verkauft das hoch lukrative Thermal Management Business mit den Marken RAYCHEM and TRACER an Brookfield Asset Management $BAM"  
[X Link](https://x.com/man26uel/status/1819274853771333926)  2024-08-02T07:31Z [----] followers, [---] engagements


"Vorhersagen zur FED-Policy fr die [--]. Jahreshlfte: Peter Gassner CEO von @veevasystems $veev 🗣 .it's tough and it continues to be tough. And you never know when it turns around until it turns around all you know is that it hasn't turned around yet"  
[X Link](https://x.com/man26uel/status/1822888847170019644)  2024-08-12T06:52Z [----] followers, [---] engagements


"4/ Nach eigenen Angaben hat 18A hat eine Fehlerrate von weniger als [--] Defekten pro Quadratzentimeter (weitere Details sind nicht zu erfahren). Der Wert ist fr das frhe Stadium lt. $INTC aber sehr gut"  
[X Link](https://x.com/man26uel/status/1830846854927352110)  2024-09-03T05:54Z [----] followers, [--] engagements


"5/ $AMD AMD ist Intel mit der $GFS Globalfoundries Abspaltung [--] Jahre Voraus. In Intel steckt definitiv Wert allerdings ist unklar wann und ob der aktuelle CEO das auch heben kann (was nicht heit dass nicht der Aktienkurs steigen kann). Wie gesagt: Peak Pessimismus"  
[X Link](https://x.com/man26uel/status/1830846856592539834)  2024-09-03T05:54Z [----] followers, [--] engagements


"Als Investor in $ASML sollte man sich mMn ausgiebig mit dieser Folie beschftigen. (und weniger mit den meist unbedeutenden Headlines der Dritt-Quellen welche tglich auf uns einprasseln)"  
[X Link](https://x.com/man26uel/status/1846930081119117695)  2024-10-17T15:03Z [----] followers, [--] engagements


"$BN $BAM am ATM und immer noch unterbewertet Alleine die public listed Assets entsprechen der Market Cap. Alles andere zB Immos Versicherungen etc gibt es umsonst oben drauf How Brookfield wins: https://www.institutionalinvestor.com/article/2dprjcvmr3e5zojpxl4ow/blackstone-brookfield-compete-to-cash-in-on-indias-asset-management-boom Q4/23 $BAM Shareholder Letter. Quatalsdiv. 19% auf $0.38 erhht. Voller Fokus auf triple-D Plattformen decarbonization deglobalization und digitalization $BN / $BAM Moat: We use our footprint and deep relationships to source proprietary opportunities not available"  
[X Link](https://x.com/man26uel/status/1847603160832946313)  2024-10-19T11:38Z [----] followers, 19K engagements


"@Tiefseher Long $MKTX Marketaxess Holdings Inc"  
[X Link](https://x.com/man26uel/status/1849029470176370744)  2024-10-23T10:05Z [----] followers, [---] engagements


"Genau mein Humor. Whrend der Vertrieb von $AMZN AWS $MSFT Microsoft und Co. den Kunden auf PP Slides immense (Kosten)Vorteile mundgerecht fr den Entscheidungsprozess in die Cloud aufbereitet steigt $FFIV F5 heute nach den Zahlen +13% auf ATH. Schne neue Cloudwelt. Ich lse auf. Es geht um die hierzulande wenig bekannte $ffiv F5 Inc. [----] war herausfordernd. F5 agiert aus einer starken Bilanz und mit div. bernahmen ist F5 im Bereich Multi-Cloud wahnsinnig gut aufgestellt. Ich kenne einige Produkte persnlich und plane auch eine Vorstellung https://t.co/2VLbJja5ZZ Ich lse auf. Es geht um die"  
[X Link](https://x.com/man26uel/status/1851262506179743968)  2024-10-29T13:59Z [----] followers, [---] engagements


"EY gibt bei $SMCI Super Micro das Amt des Wirtschaftsprfers auf. Weitere -30% Premarket. EY concluded that it would 🗣 "no longer be able to rely on management's and the Audit Committees representations" and expressed unwillingness to be associated with the financial statements according to the resignation letter filed with the SEC. Als ich im Februar diesen Jahres auf die hohe Short Quote (9%) von Super Micro $SMCI hingewiesen habe wurde ich kritisiert. Heute Intraday weitere -15% und vom Handel ausgesetzt. Das DoJ ermittelt. YTD (noch) 35% im + $DELL fr mich das deutlich bessere"  
[X Link](https://x.com/man26uel/status/1851617116383834132)  2024-10-30T13:28Z [----] followers, [----] engagements


"LAM Research $LRCX ist einer der groen Player im Semi Business und aufgrund der "vermeintlichen" Diversifikation und der wiederkehrenden Einknfte durch den Service der Maschinen bei vielen Anlegern sehr beliebt. Facts nach den Quartalszahlen die man kennen sollte 👇 1/ Bereits am 23.10.2024 wurden die aktuellen Q3/24 Zahlen vorgelegt. Die Aktie hat positiv reagiert. 🗣"With continued strong execution Lam delivered financial performance ahead of expectations" said Tim Archer Lam Research's President and Chief Executive Officer. "Looking forward etch and deposition are fundamental to enabling"  
[X Link](https://x.com/man26uel/status/1851887240810541065)  2024-10-31T07:21Z [----] followers, [---] engagements


"@NewcomerInvest Never thought $BAM would outperform $BN at the beginning of the year"  
[X Link](https://x.com/man26uel/status/1852994371177570575)  2024-11-03T08:40Z [----] followers, [---] engagements


"$WM goes Health Care We're proud to announce that Stericycle is officially a part of WM. As we welcome the Stericycle team to WM we look forward to expanding our comprehensive services into the growing healthcare market. Learn more here: https://t.co/YWWiDcFbSz https://t.co/pv3SePqXA0 We're proud to announce that Stericycle is officially a part of WM. As we welcome the Stericycle team to WM we look forward to expanding our comprehensive services into the growing healthcare market. Learn more here: https://t.co/YWWiDcFbSz https://t.co/pv3SePqXA0"  
[X Link](https://x.com/man26uel/status/1853501015305196005)  2024-11-04T18:14Z [---] followers, [---] engagements


"$BAM werden wir bald im S&P [---] sehen. https://bam.brookfield.com/sites/brookfield-bam/files/BAM-IR-Master/Letter-to-Shareholders/2024/Q3-24%20-%20BAM%20Shareholder%20Letter%20vFinal.pdf Everyone: theres no way $BAM can go any higher its way too expensive Bruce: hold my beer 🤣 https://t.co/jVrioV2NJb https://bam.brookfield.com/sites/brookfield-bam/files/BAM-IR-Master/Letter-to-Shareholders/2024/Q3-24%20-%20BAM%20Shareholder%20Letter%20vFinal.pdf Everyone: theres no way $BAM can go any higher its way too expensive Bruce: hold my beer 🤣 https://t.co/jVrioV2NJb"  
[X Link](https://x.com/man26uel/status/1853504513426293217)  2024-11-04T18:28Z [----] followers, [---] engagements


"@stock_unlock Microchip Technology $MCHP"  
[X Link](https://x.com/man26uel/status/1853853008016048214)  2024-11-05T17:32Z [---] followers, [---] engagements


"Snowflake $SNOW kndigt auf der Build [----] aus technischer Sicht bahnbrechende Neuerungen an. Mit Unistore und HybridTables lassen sich transaktionale (OLTP) und analytische (OLAP) Datenbanken direkt integrieren 🤯 Ich bin auf weitere Details sehr gespannt"  
[X Link](https://x.com/man26uel/status/1856696032849015202)  2024-11-13T13:50Z [----] followers, [---] engagements


"@Techaktien1 @coinbase @Bitpanda Warte immer noch auf die @bisonapp Reward CC 😉"  
[X Link](https://x.com/man26uel/status/1856807744864391350)  2024-11-13T21:13Z [----] followers, [---] engagements


"Pat Gelsinger kauft nicht nur bei $INTC Intel zu sondern auch bei $MBLY Mobileye"  
[X Link](https://x.com/man26uel/status/1857349353314111764)  2024-11-15T09:06Z [----] followers, [----] engagements


"@StockMKTNewz Like to see he's very bullish on $BN"  
[X Link](https://x.com/man26uel/status/1857349689969959206)  2024-11-15T09:07Z [----] followers, [---] engagements


"@StockMKTNewz Wondering they're not going to the TXSE"  
[X Link](https://x.com/man26uel/status/1857350578277413324)  2024-11-15T09:11Z [---] followers, [---] engagements


"Den $GOOG $GOOGL Google Workplace gibt es knftig auch souvern bei der STACKIT Cloud @sundarpichai und @ThomasOrTK waren dazu persnlich in Neckarsulm"  
[X Link](https://x.com/man26uel/status/1857354969273282785)  2024-11-15T09:28Z [----] followers, [---] engagements


"@StockMKTNewz Bruker $BRKR is getting really interesting at this point"  
[X Link](https://x.com/man26uel/status/1857779519488147514)  2024-11-16T13:35Z [----] followers, [---] engagements


"Adhoc am Samstag: Datagroup $D6H will Almato mit separatem Listing abspalten: "Almato erwirtschaftet aktuell mit [---] Mitarbeitenden einen geplanten Jahresumsatz von rund [--] Mio. EUR und eine EBIT-Marge von ber [--] %." Sehr spannend❗"  
[X Link](https://x.com/man26uel/status/1857782237455933687)  2024-11-16T13:46Z [----] followers, [----] engagements


"@LibreFinances Thinking about the same"  
[X Link](https://x.com/man26uel/status/1857837145139929169)  2024-11-16T17:24Z [----] followers, [--] engagements


"@DividendDude_X Like to see $ELV on the list"  
[X Link](https://x.com/man26uel/status/1859180510708109774)  2024-11-20T10:22Z [---] followers, [---] engagements


"MicroStrategy $MSTR ist die Super Bubble 💥 Und so wandert immer und immer wieder das Geld von den Kleinen zu den Groen. The higher the price of $MSTR stock the more shares @Saylor can sell. The more shares he sells the more #Bitcoin he can buy. The more Bitcoin he buys the higher the Bitcoin price rises. When the price of Bitcoin goes up the share price of MSTR goes up more. When does it end The higher the price of $MSTR stock the more shares @Saylor can sell. The more shares he sells the more #Bitcoin he can buy. The more Bitcoin he buys the higher the Bitcoin price rises. When the price of"  
[X Link](https://x.com/man26uel/status/1859183384355807635)  2024-11-20T10:33Z [----] followers, [---] engagements


"@StockSavvyShay Like $SNOW and $MDB on your list 🥳"  
[X Link](https://x.com/man26uel/status/1862198624454607346)  2024-11-28T18:15Z [----] followers, [---] engagements


"@NewcomerInvest Simply hodl 😀"  
[X Link](https://x.com/man26uel/status/1862389486681772038)  2024-11-29T06:53Z [----] followers, [---] engagements


"@NewcomerInvest The market gets more and more competitive. We will see"  
[X Link](https://x.com/man26uel/status/1862611769383866602)  2024-11-29T21:37Z [----] followers, [---] engagements


"@derhagemann Meanwhile: GS am ATH 🙃"  
[X Link](https://x.com/man26uel/status/1862617773332910286)  2024-11-29T22:00Z [----] followers, [---] engagements


"@PronkDaniel They got a giantic moat but even ASMLs CEO Christophe Fouquet confirmed that China will be able to build 5nm maybe even 3nm with non EUV Machines. ASML's still got significant sales in China"  
[X Link](https://x.com/man26uel/status/1862847301477163346)  2024-11-30T13:13Z [----] followers, [----] engagements


"@StockSavvyShay It's software not hardware. $AMD hasn't much to provide in this area compared to Nvidia and all the other Big Techs who are going to create custom SOCs"  
[X Link](https://x.com/man26uel/status/1863280605145751709)  2024-12-01T17:54Z [---] followers, [---] engagements


"Was sind ZIRP VCs VCs welche in der zero interest-rate period durch VC untersttzt wurden. Das Problem: Viele davon sind heute weniger Wert als die VCs investiert hatten. Folgerichtig: Die VCs erzwingen den IPO 😀 Hauptinvestoren anschlieend: In den USA nicht unbeliebte IPO ETFs https://etfs.renaissancecapital.com/ A "compounding ratchet" sounds painful (it is). Looks like company agreed to "dirty" term sheets. On the IPO some investors will now have an incentive to push for a lower price. Best to steer WAY WAY clear of investors asking for compounding ratchets. https://t.co/3h72RQbbY9"  
[X Link](https://x.com/man26uel/status/1863485110667940187)  2024-12-02T07:27Z [----] followers, [---] engagements


"@Waymo @moove_io Exciting times ahead"  
[X Link](https://x.com/man26uel/status/1864738510994825311)  2024-12-05T18:28Z [----] followers, [---] engagements


"@NewcomerInvest At any point it's a good point to start a position in ASML"  
[X Link](https://x.com/man26uel/status/1866019280656937171)  2024-12-09T07:17Z [---] followers, [---] engagements


"@DividendDude_X Same procedere for Adobe $ADBE over and over again"  
[X Link](https://x.com/man26uel/status/1867108460749525351)  2024-12-12T07:25Z [---] followers, [---] engagements


"@joecarlsonshow I've absolutely no trust in the management. Customer feedback was bad and is getting even worse. Won't take it even on the watchlist"  
[X Link](https://x.com/man26uel/status/1867319226840887376)  2024-12-12T21:22Z [---] followers, [---] engagements


"@Jake__Wujastyk Did you even read the times magazine article Besides that: ofc the share is trending down. Valueation is ridicolous and they are and will not do very well in ai"  
[X Link](https://x.com/man26uel/status/1867696719255032214)  2024-12-13T22:22Z [---] followers, [----] engagements


"@StockSavvyShay Like your Uber Mobileye acquisition prediction as well as Snowflake Confluent prediction. We will see"  
[X Link](https://x.com/man26uel/status/1868611640167374934)  2024-12-16T10:58Z [---] followers, [---] engagements


"@csharpgen @gbrulte @Waymo It's the other way round. Waymos software will get better and better and needs less lidar over time while collecting more and more data"  
[X Link](https://x.com/man26uel/status/1869046240018874388)  2024-12-17T15:45Z [---] followers, [--] engagements


"@FromValue It's actually headquartered in Uruguay legal domicile is in Delaware United States"  
[X Link](https://x.com/man26uel/status/1869880916623204863)  2024-12-19T23:02Z [---] followers, [---] engagements


"@NewcomerInvest Like the fact they're constantly buying back shares"  
[X Link](https://x.com/man26uel/status/1870593222663438517)  2024-12-21T22:12Z [---] followers, [---] engagements


"@StockMKTNewz Hope we will see some more of them soon"  
[X Link](https://x.com/man26uel/status/1870593460295876915)  2024-12-21T22:13Z [---] followers, [----] engagements


"@StockSavvyShay Like the $SNOW operating model a combination of AI and Data supported by strong partnerships and great software UX https://x.com/man26uel/status/1810932128810467687 5/ Warum Iceberg so wichtig ist zeigt $SNOW Snowflake anbei: Die Mglichkeiten des Datenzugriffs steigen exponentiell. https://t.co/MYYVEyBB8X https://x.com/man26uel/status/1810932128810467687 5/ Warum Iceberg so wichtig ist zeigt $SNOW Snowflake anbei: Die Mglichkeiten des Datenzugriffs steigen exponentiell. https://t.co/MYYVEyBB8X"  
[X Link](https://x.com/man26uel/status/1870871993534534124)  2024-12-22T16:40Z [---] followers, [---] engagements


"That's one of the reasons why - back in the days - $MA was my frist stock ever. They are always open minded and they're at the forefront of new upcoming technology no matter if it's fintech crypto blockchain or whatever. Better be part of it and gain experience than being disrupted"  
[X Link](https://x.com/man26uel/status/1871188547979374683)  2024-12-23T13:38Z [---] followers, [---] engagements


"@unusual_whales According to Grok: GS ist most likely wrong"  
[X Link](https://x.com/man26uel/status/1871945410878775677)  2024-12-25T15:45Z [---] followers, [---] engagements


"@DaBraX33 ipo it's probably overpriced"  
[X Link](https://x.com/man26uel/status/1871946922245992493)  2024-12-25T15:51Z [---] followers, [--] engagements


"@StockMKTNewz $PRX Prosus. This new Mgmt Team is just awesome"  
[X Link](https://x.com/man26uel/status/1872419280995983831)  2024-12-26T23:08Z [----] followers, [---] engagements


"@The_AI_Investor Google got the best AI with least Hopper GPUs which shows us that their own Tensor TPUs are performing way better than expected"  
[X Link](https://x.com/man26uel/status/1872702594575180135)  2024-12-27T17:54Z [---] followers, [--] engagements


"@DividendTalks This List is worthless without $ASML"  
[X Link](https://x.com/man26uel/status/1873795382305841625)  2024-12-30T18:16Z [----] followers, [---] engagements


"@PicturesFoIder Crazy invention 😱"  
[X Link](https://x.com/man26uel/status/1874049183797391546)  2024-12-31T11:05Z [---] followers, [--] engagements


"@themotleyfool More ASML"  
[X Link](https://x.com/man26uel/status/1875089007857787164)  2025-01-03T07:57Z [----] followers, [---] engagements


"@ThierryBorgeat ASML. No brainer"  
[X Link](https://x.com/man26uel/status/1875548174003433920)  2025-01-04T14:21Z [----] followers, [----] engagements


"@die_sdk @BioNTech_Group Euer BioNTech Content: Top notch 🙌👌"  
[X Link](https://x.com/man26uel/status/1875572507694264623)  2025-01-04T15:58Z [----] followers, [---] engagements


"Both thumbs up 👍👍 How @BioNTech_Group aims to become a transformative oncology company Our guest today #BioNTech CSO Ryan Richardson gives us deep insights into the engine room of the Mainz-based biotech company. Still Happy New Year 🪩 🤗 https://t.co/76aMsmGzbV How @BioNTech_Group aims to become a transformative oncology company Our guest today #BioNTech CSO Ryan Richardson gives us deep insights into the engine room of the Mainz-based biotech company. Still Happy New Year 🪩 🤗 https://t.co/76aMsmGzbV"  
[X Link](https://x.com/man26uel/status/1875580028391715010)  2025-01-04T16:28Z [----] followers, [---] engagements


"@JesseCohenInv Because your not controlling the currency where you are in debt"  
[X Link](https://x.com/man26uel/status/1875951543205433582)  2025-01-05T17:04Z [----] followers, [--] engagements


"@evfcfaddict Usually a good contraindicator"  
[X Link](https://x.com/man26uel/status/1876182198992171502)  2025-01-06T08:21Z [----] followers, [---] engagements


"@StockMKTNewz Took Google years to find a business model back in the days when the search engine came up. Similar story here i guess"  
[X Link](https://x.com/man26uel/status/1876201701788749910)  2025-01-06T09:38Z [----] followers, [---] engagements


"Nvidia $NVDA is at the center of the spider web. This advantage doesn't disappear for a very long time. Nvidia CEO Jensen Huang today on @Tesla's approach to self-driving: "Elon has a great advantage because his AI factory for his cars is fantastic it has a lot of Nvidia gear in it. His AV algorithms are incredible. It's the best in the world. He has a very large fleet of cars on https://t.co/8O04aL10be Nvidia CEO Jensen Huang today on @Tesla's approach to self-driving: "Elon has a great advantage because his AI factory for his cars is fantastic it has a lot of Nvidia gear in it. His AV"  
[X Link](https://x.com/man26uel/status/1876955544927314022)  2025-01-08T11:34Z [----] followers, [---] engagements


"Houlihan Lokey Cybersecurity Market Update Q3/24 High-Growth Cyber Q3/24 -42%🔴 S&P [---] Q3/24 +53%🟢 Nasdaq Q3/24 +17%🟢 EV/25E Rev to Rule of [--] $AVGO Broadcom $CRWD CrowdStrike $PANW Palo Alto Networks $CYBR Cyber-Ark Software $FTNT Fortinet $ZS Zscaler $S SentinelOne $TENB Tenable Holdings Inc $TLS Telos Corporation High-Growth Cybersecurity (Rev =20%) $CRWD CrowdStrike $ZS Zscaler $CYBR Cyber-Ark Software $S SentinelOne Medium-Growth Cybersecurity (Rev. 10% + 20%) $AVGO Broadcom $PANW Palo Alto Networks $FTNT Fortinet $OKTA Okta Inc $TENB Tenable Holdings Inc $MITK Mitek Systems Inc $RSKD"  
[X Link](https://x.com/man26uel/status/1877335641526088185)  2025-01-09T12:44Z [----] followers, [---] engagements


"@NewcomerInvest $MCD owns approx 60% of their restaurants real estates. $QSR / RBI just 5%. I'd suggest to compare FCF and Same Store Sales Growth. Anyway RBI looks interesting at those levels"  
[X Link](https://x.com/man26uel/status/1878062616519540974)  2025-01-11T12:53Z [----] followers, [---] engagements


"Dear Mr. @marchijinkNRC Focus is a true masterpiece. I've read it twice. And still impressed. #asml"  
[X Link](https://x.com/man26uel/status/1878780807407661132)  2025-01-13T12:27Z [----] followers, [---] engagements


"@DividendTalks Fobes is missing the most important one it's $BN"  
[X Link](https://x.com/man26uel/status/1879528519119872330)  2025-01-15T13:58Z [----] followers, [---] engagements


"ZEISS SMT from Oberkochen Germany is #ASMLs only sourcing partner for the most important component of every EUV-Lithographie machine the mirror. They are manufactured with precision of single atoms and consist of more than a hundred layers. It takes about a year to finish one single mirror"  
[X Link](https://x.com/man26uel/status/1880634405905154403)  2025-01-18T15:12Z [----] followers, [---] engagements


"@prrhijos ZEISS SMT is privately owned. However an investment could be made through ASML which owns a 25% stake in ZEISS SMT"  
[X Link](https://x.com/man26uel/status/1880643100592447779)  2025-01-18T15:47Z [----] followers, [--] engagements


"@finchat_io Literally everyone on X in the last [--] month: "the market is wrong" 🤡"  
[X Link](https://x.com/man26uel/status/1882488224322597314)  2025-01-23T17:59Z [----] followers, [----] engagements


"@viktorzouboulis @vpfetten https://x.com/man26uel/status/1878780807407661132 Dear Mr. @marchijinkNRC Focus is a true masterpiece. I've read it twice. And still impressed. #asml https://t.co/akAYs6S1AU https://x.com/man26uel/status/1878780807407661132 Dear Mr. @marchijinkNRC Focus is a true masterpiece. I've read it twice. And still impressed. #asml https://t.co/akAYs6S1AU"  
[X Link](https://x.com/man26uel/status/1882747388949098852)  2025-01-24T11:08Z [----] followers, [---] engagements


"🚨One of the very few posts that really gets to the heart of the #DeepSeek revolution. As we all know the $NVDA moat is CUDA and DeepSeek gets by without it for the most part. This changes everything because soon chinese chips will replace NVIDIA in China. The breakthrough was achieved by implementing a substantial number of fine grained improvements and utilizing Nvidia's assembly like Parallel Thread Execution programming in lieu of NVIDIAs CUDA for certain functions as outlined in the subsequent analysis by @Jukanlosreve Does the emergence of DeepSeek mean that cutting-edge LLM development"  
[X Link](https://x.com/man26uel/status/1884671565343731733)  2025-01-29T18:34Z [----] followers, [----] engagements


"That's why $BN is one of my largest holdings. It's value by nature. $8 BILLION Profit: Legendary Private Equity Deal Brookfield turned a bankrupt nuclear giant into a $8.2 BILLION cash machine. 6x return in [--] years The playbook behind this epic turnaround🧵 https://t.co/ksG7BJ0mtD $8 BILLION Profit: Legendary Private Equity Deal Brookfield turned a bankrupt nuclear giant into a $8.2 BILLION cash machine. 6x return in [--] years The playbook behind this epic turnaround🧵 https://t.co/ksG7BJ0mtD"  
[X Link](https://x.com/man26uel/status/1886508135558602992)  2025-02-03T20:12Z [----] followers, [---] engagements


"@European_DGI That's the magic of dividend growth"  
[X Link](https://x.com/man26uel/status/1887039366083514787)  2025-02-05T07:23Z [----] followers, [---] engagements


"@munster_gene Google will push mainly their own TPUs"  
[X Link](https://x.com/man26uel/status/1887048861039902983)  2025-02-05T08:01Z [----] followers, [--] engagements


"@QualityInvest5 Quite easy: Just offer discounts. Google got deep pockets. They can subsidise Waymo for a very long time"  
[X Link](https://x.com/man26uel/status/1887568900784861484)  2025-02-06T18:27Z [----] followers, [---] engagements


"@StockSavvyShay $AAPL sells its soul and calls it a partnership"  
[X Link](https://x.com/man26uel/status/1889365694225010930)  2025-02-11T17:27Z [----] followers, [---] engagements


"@European_DGI Hensoldt $HAG is my favourite pick"  
[X Link](https://x.com/man26uel/status/1891111955378622954)  2025-02-16T13:06Z [----] followers, [---] engagements


"Heico $HEI is a beast. Winners keep winning"  
[X Link](https://x.com/man26uel/status/1895164207269638643)  2025-02-27T17:28Z [----] followers, [----] engagements


"1/ There is a new Sheriff in Town LAM Research $LRCX stellt die neue ALTUS Halo vor. Atomic Layer Deposition Verfahren bisher auf der Basis von Wolfram (Tungsten) fuen damit knftig auf Molybdn (42) kurz Mo"  
[X Link](https://x.com/man26uel/status/1899449265681727983)  2025-03-11T13:16Z [----] followers, [---] engagements


"$ASM ebenfalls stark 📈 🌐 ✅ 📈 🚀 👇 BREAKING: ASM International results are out 👉 Orders slightly above css revenue in line gross profit/margin beats operational profit/margin beats & outlook [----] slightly adjusted 👉 Q1-2025 results ✅ Revenue: [---] million 📊 Guidance: 810-850 million 🔎 https://t.co/yjN2AoZ9zm 🌐 ✅ 📈 🚀 👇 BREAKING: ASM International results are out 👉 Orders slightly above css revenue in line gross profit/margin beats operational profit/margin beats & outlook [----] slightly adjusted 👉 Q1-2025 results ✅ Revenue: [---] million 📊 Guidance: 810-850 million 🔎"  
[X Link](https://x.com/man26uel/status/1917272989009137720)  2025-04-29T17:41Z [----] followers, [---] engagements


"@lithos_graphein It's not a big deal. Important ASML parts e.g. Cymer have almost always been american subsidiaries"  
[X Link](https://x.com/man26uel/status/1922176680069615922)  2025-05-13T06:26Z [----] followers, [---] engagements


"That simple. 🟢11% $SNOW"  
[X Link](https://x.com/man26uel/status/1925591820903338408)  2025-05-22T16:37Z [----] followers, [---] engagements


"These are the [--] inventions that allow $ASML machines to make even more complex chips @marchijinkNRC https://www.nrc.nl/nieuws/2025/05/22/dit-zijn-de-7-uitvindingen-waarmee-asml-machines-nog-complexere-chips-kunnen-maken-a4894128utm_source=twitter&utm_medium=social&utm_campaign=share&utm_term=share-modal https://www.nrc.nl/nieuws/2025/05/22/dit-zijn-de-7-uitvindingen-waarmee-asml-machines-nog-complexere-chips-kunnen-maken-a4894128utm_source=twitter&utm_medium=social&utm_campaign=share&utm_term=share-modal"  
[X Link](https://x.com/man26uel/status/1926308648277443047)  2025-05-24T16:05Z [----] followers, [---] engagements


"1) This guy is NVIDIA's $NVDA [--] years high moat 🔐 Ian Buck @ia_buck A Thread: Here is why"  
[X Link](https://x.com/man26uel/status/1933632123056930842)  2025-06-13T21:06Z [----] followers, [---] engagements


"2) While other AI vendors just talk about hardware NVIDIA is and has always been a software first company. In GTC March [----] Keynote with NVIDIA CEO Jensen Huang spent almost [--] minutes about just [--] slide: 🗣"This slide is genuinely my favourite" https://www.youtube.com/watchv=_waPvOwL9Z8&t=1380s https://www.youtube.com/watchv=_waPvOwL9Z8&t=1380s"  
[X Link](https://x.com/man26uel/status/1933632126127149096)  2025-06-13T21:06Z [----] followers, [--] engagements


"Crazy $MRVL Marvell Technology story. The real reason why Qualcomm $QCOM bought Alphawave Marvell Managment is Bluffing Bank of America Securities https://t.co/U4vGpCJN5p https://t.co/4hAFYuzR6J Marvell Managment is Bluffing Bank of America Securities https://t.co/U4vGpCJN5p https://t.co/4hAFYuzR6J"  
[X Link](https://x.com/man26uel/status/1934587976345903477)  2025-06-16T12:24Z [----] followers, [----] engagements


"$HON This is where the magic happens ✨ In a landmark scientific breakthrough we're the 1st company to demonstrate a fully fault-tolerant universal gate set with repeatable error correction - the final piece to unlocking industrial-scale quantum computing. https://t.co/YOdaQEp8le This is where the magic happens ✨ In a landmark scientific breakthrough we're the 1st company to demonstrate a fully fault-tolerant universal gate set with repeatable error correction - the final piece to unlocking industrial-scale quantum computing. https://t.co/YOdaQEp8le"  
[X Link](https://x.com/man26uel/status/1938341943634759833)  2025-06-26T21:01Z [----] followers, [---] engagements


"Exactly what Jensen Huang $NVDA explained a few weeks ago. Source: https://www.tomshardware.com/tech-industry/semiconductors/microsofts-own-ai-chip-delayed-six-months-in-major-setback-in-house-chip-now-reportedly-expected-in-2026-but-wont-hold-a-candle-to-nvidia-blackwell Listen to Jensen explaining why most ASIC projects are likely to be cancelled and the promising future of the Nvidia's NVLink ecosystem. https://t.co/hmWuA2e3Fk"  
[X Link](https://x.com/man26uel/status/1938701004091884029)  2025-06-27T20:48Z [----] followers, [---] engagements


"Everytime you see or hear Google TPU Broadcom's $AVGO cash register rings again💰"  
[X Link](https://x.com/man26uel/status/1939573276075860182)  2025-06-30T06:34Z [----] followers, [---] engagements


"Some really impressive numbers. $QLYS $CRWD"  
[X Link](https://x.com/man26uel/status/1940149762700779826)  2025-07-01T20:45Z [----] followers, [----] engagements


"401k drives PE to ATH $BN $BAM"  
[X Link](https://x.com/man26uel/status/1946110585482940562)  2025-07-18T07:31Z [----] followers, [----] engagements


"@TacticzH Like your Thread. I'm less optimistic for the shorter future due to the high ai demand. While HBM production for ai is exploding ASML's sales stay flat. That's what the CEO told investors already multiple quartals ago"  
[X Link](https://x.com/man26uel/status/1947909633739202629)  2025-07-23T06:40Z [----] followers, [---] engagements


"Some people say that Preferred Networks (PFN) is Japan's answer to $NVDA NVIDIA. With vertical AI integration they are very close to Google's Playbook. Is it possible We will see. https://speakerdeck.com/pfn/pfn-corporate-factbook-en https://speakerdeck.com/pfn/pfn-corporate-factbook-en"  
[X Link](https://x.com/man26uel/status/1951684479333904553)  2025-08-02T16:40Z [----] followers, [---] engagements


"Not gonna say $AMD can't double tripe or whatever in value. But scaling in inferencing compared to training is according to Arista $ANET very limited"  
[X Link](https://x.com/man26uel/status/1960383410095997214)  2025-08-26T16:46Z [----] followers, [---] engagements


"Q2/26 long $SNOW Snowflake story short"  
[X Link](https://x.com/man26uel/status/1961008454157353213)  2025-08-28T10:10Z [----] followers, [----] engagements


"Nachdem Synopsys nun Ansys gekauft hat folgt Cadence. $CDNS kauft Hexagons Design & Engineering Business. Der Markt konsolidiert sich weiter. https://www.cadence.com/en_US/home/company/newsroom/press-releases/pr/2025/cadence-to-acquire-hexagons-design--engineering-business.html https://www.cadence.com/en_US/home/company/newsroom/press-releases/pr/2025/cadence-to-acquire-hexagons-design--engineering-business.html"  
[X Link](https://x.com/man26uel/status/1964975658523926738)  2025-09-08T08:54Z [----] followers, [--] engagements


"@SayNoToTrading Like $HON right now"  
[X Link](https://x.com/man26uel/status/1976385832484524512)  2025-10-09T20:34Z [----] followers, [---] engagements


"1/ Alphawave SEMI $AWE $AWE.L nach migen Q1 mit gutem Ergebnis in Q2. Weit wichtiger ist allerdings folgendes aus den Earnings 🗣 Tony Pialis: industry quickly adopting chiplet-based architectures 🗣 John Lofton Holt: half a billion dollars in backlog by the end of [----] 👇"  
[X Link](https://x.com/man26uel/status/1816044639230538061)  2024-07-24T09:35Z [----] followers, [----] engagements


"@long_equity ➡ Merck KGaA ➡ Hensoldt ➡ Hypoport ➡ Scout24 ➡ Brockhaus Technologies ➡ Knorr"  
[X Link](https://x.com/man26uel/status/1890745767242977727)  2025-02-15T12:51Z [----] followers, [---] engagements


"@StockSavvyShay Not a good sign for $TSM if they got forced to take over Intel fabs"  
[X Link](https://x.com/man26uel/status/1890768999140450322)  2025-02-15T14:23Z [----] followers, [---] engagements


"@StockSavvyShay As a salesforce customer: i would be really concerned about my data"  
[X Link](https://x.com/man26uel/status/1894022828829163741)  2025-02-24T13:53Z [----] followers, [----] engagements


"Siemens EDA $SIE $SIEGY mit exklusiver OEM Vereinbarung zur Vermarktung des Alphawave Semi IP $AWE $AWEL Portfolios"  
[X Link](https://x.com/man26uel/status/1894279804016320829)  2025-02-25T06:54Z [----] followers, [----] engagements


"Guess who $ONTO Onto Innovation bought 😀 Vertical integration with Semilab https://www.yolegroup.com/strategy-insights/underappreciated-eu-suppliers-lead-the-semiconductor-equipment-market/ https://www.yolegroup.com/strategy-insights/underappreciated-eu-suppliers-lead-the-semiconductor-equipment-market/"  
[X Link](https://x.com/man26uel/status/1941465125497733635)  2025-07-05T11:52Z [----] followers, [----] engagements


"According to Douglas R. Bettinger CFO at LAM Research $LRCX will not just outperform the market but even WFE market. Lam sees capital intensity per wafer unit output (think of it like $ per 10k wafers) keeps going up in foundry logic NAND and DRAM. Lam indicates it will outperform the WFE market in '26. NAND upgrades and share gains in leading-edge logic and DRAM. https://t.co/vqCKcVZMXq Lam sees capital intensity per wafer unit output (think of it like $ per 10k wafers) keeps going up in foundry logic NAND and DRAM. Lam indicates it will outperform the WFE market in '26. NAND upgrades and"  
[X Link](https://x.com/man26uel/status/1966182932726559223)  2025-09-11T16:51Z [----] followers, [---] engagements


"$BN + $BE As AI drives increased demand for power we have announced a $5 billion strategic partnership with Bloom Energy to deploy their advanced fuel cell technology across our global AI factories. Blooms behind-the-meter solutions deliver reliable clean and scalable energy helping to https://t.co/rfyKZ656Mj As AI drives increased demand for power we have announced a $5 billion strategic partnership with Bloom Energy to deploy their advanced fuel cell technology across our global AI factories. Blooms behind-the-meter solutions deliver reliable clean and scalable energy helping to"  
[X Link](https://x.com/man26uel/status/1978154338087301546)  2025-10-14T17:42Z [----] followers, [----] engagements


"NVIDIA $NVDA verffentlich die Liste der Next-Gen 800VDC AI Factories Partner ab [----] ➡Silicon: Analog Devices Inc. (ADI) AOS EPC Infineon Innoscience MPS Navitas onsemi Power Integrations Renesas Richtek ROHM STMicroelectronics and Texas Instruments ➡Power system component: BizLink Delta Flex GE Vernova Lead Wealth LITEON and Megmeet ➡Data center power: ABB Eaton GE Vernova Heron Power Hitachi Energy Mitsubishi Electric Schneider Electric Siemens and Vertiv Source: NVIDIA https://twitter.com/i/web/status/1980157868583079988 https://twitter.com/i/web/status/1980157868583079988"  
[X Link](https://x.com/man26uel/status/1980157868583079988)  2025-10-20T06:23Z [----] followers, [---] engagements


"Wish i bought way more $G We've delivered strong third quarter [----] results above the high end of our guidance range.Read our release for more information: https://t.co/goDkc2PqnY https://t.co/sgB36oAbOJ We've delivered strong third quarter [----] results above the high end of our guidance range.Read our release for more information: https://t.co/goDkc2PqnY https://t.co/sgB36oAbOJ"  
[X Link](https://x.com/man26uel/status/1987140548130418755)  2025-11-08T12:50Z [----] followers, [---] engagements


"PayPal App $PYPL Number [--] on Play Store in"  
[X Link](https://x.com/man26uel/status/1990366183682678953)  2025-11-17T10:27Z [----] followers, [----] engagements


"Big things will happen. Love to see MCP protocol (Standard for LLM communication with basically everything) in action😍 $MA $PYPL $PYPL Also announced two more partnerships today: [--] Agentic commerce with $MA. This used Master Card's Agent Pay protocol. PayPal Agents are protocol agnostic. They're all over MCP AP2 (see the $GOOGL presser below) and A2A protocols as well. [--] Bilt + Venmo. Starting in https://t.co/ZB1p5GVWUb $PYPL Also announced two more partnerships today: [--] Agentic commerce with $MA. This used Master Card's Agent Pay protocol. PayPal Agents are protocol agnostic. They're all"  
[X Link](https://x.com/man26uel/status/1991803212089942367)  2025-11-21T09:37Z [----] followers, [---] engagements


"Start Sparplan Gartner $IT"  
[X Link](https://x.com/man26uel/status/1993393828657860799)  2025-11-25T18:58Z [----] followers, [---] engagements


"So funktioniert der $PYPL x Perplexity KI Agent Weve known about PayPal $PYPL x Perplexitys Instant Buy for a while but now its officially live and the first demo looks seriously impressive. Seamless: - AI search product recommendations one-click checkout directly inside Perplexity. No redirects no friction. This Weve known about PayPal $PYPL x Perplexitys Instant Buy for a while but now its officially live and the first demo looks seriously impressive. Seamless: - AI search product recommendations one-click checkout directly inside Perplexity. No redirects no friction. This"  
[X Link](https://x.com/man26uel/status/1993588409323950236)  2025-11-26T07:51Z [----] followers, [---] engagements


"This is what Larry Fink constantly says. Tokenization is happening. $LINK is not an Altcoin. $LINK is Infrastructure. Many don't get it yet. 1K $LINK is not a joke. Step [--] has begun. The global data running through the chainlink system. That's the entry point. Step [--] is Liquidity and assets. https://t.co/ASOrbvM2YZ Many don't get it yet. 1K $LINK is not a joke. Step [--] has begun. The global data running through the chainlink system. That's the entry point. Step [--] is Liquidity and assets. https://t.co/ASOrbvM2YZ"  
[X Link](https://x.com/man26uel/status/1993617794441920971)  2025-11-26T09:48Z [----] followers, [---] engagements


"@weary_centurion UiPatch $PATH is the LEADER on the Gartner Magic Quadrant for Robotic Process Automation. However this field is extremly competitive and may be overtaken by the Gartner Magic Quadrant for BOAT (where Path is a challenger)"  
[X Link](https://x.com/man26uel/status/1994309232150172058)  2025-11-28T07:35Z [----] followers, [---] engagements


"NVIDIA $NVDA investiert [--] Mrd. $ in Synopsys $SNPS https://nvidianews.nvidia.com/news/nvidia-and-synopsys-announce-strategic-partnership-to-revolutionize-engineering-and-design https://nvidianews.nvidia.com/news/nvidia-and-synopsys-announce-strategic-partnership-to-revolutionize-engineering-and-design"  
[X Link](https://x.com/man26uel/status/1995856980209275241)  2025-12-02T14:05Z [----] followers, [--] engagements


"@qualtrim $MSCI"  
[X Link](https://x.com/man26uel/status/2000210462521110974)  2025-12-14T14:25Z [----] followers, 10.9K engagements


"@European_DGI Like $MSCI at those levels"  
[X Link](https://x.com/man26uel/status/2000666111390466461)  2025-12-15T20:35Z [----] followers, [---] engagements


"$PYPL $MSCI Das "uber cannibal" Konzept Time for $PYPL to be come a uber cannibal @acce while you are hard at work to turn around the business and have achieved significant progress to bring back the profitable growth the business is selling at stupid prices due to stupid downgrades Given the business is profitable https://t.co/GxqwgPjBTs Time for $PYPL to be come a uber cannibal @acce while you are hard at work to turn around the business and have achieved significant progress to bring back the profitable growth the business is selling at stupid prices due to stupid downgrades Given the"  
[X Link](https://x.com/man26uel/status/2001723681853378744)  2025-12-18T18:38Z [----] followers, [---] engagements


"@CreeCoder Whoop"  
[X Link](https://x.com/man26uel/status/2002085977284915636)  2025-12-19T18:37Z [----] followers, [---] engagements


"Mit einem Investment in S&P Global $SPGI ist man automatisch an CRISIL (Credit Rating Information Services of India Limited) Mehrheit beteiligt der fhrende Ratingagentur in Indien"  
[X Link](https://x.com/man26uel/status/2003054761688563847)  2025-12-22T10:47Z [----] followers, [--] engagements


"@Wiseman_Cap Like $SNOW and $NU 👏"  
[X Link](https://x.com/man26uel/status/2004482386026004578)  2025-12-26T09:20Z [----] followers, [---] engagements


"@joecarlsonshow $PYPL Paypal for sure"  
[X Link](https://x.com/man26uel/status/2004904687347392530)  2025-12-27T13:18Z [----] followers, [---] engagements


"@coinbureau Chainlink becomes Infrastructure 😍 https://manuelwalz.substack.com/p/chainlink-the-backbone-of-the-tokenizedr=73hd6l https://manuelwalz.substack.com/p/chainlink-the-backbone-of-the-tokenizedr=73hd6l"  
[X Link](https://x.com/man26uel/status/2006986670806380653)  2026-01-02T07:11Z [----] 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

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