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[@AdrianKowollik](/creator/twitter/AdrianKowollik)
"#Aixtron $AIXI +4.4% to EUR XXXXX today. On July XX the Q2 report will be released. The technical recovery continues"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1945884990631260457) 2025-07-17 16:35:09 UTC 4635 followers, XXX engagements


"#Pepco $PCO Solid results especially when it comes to LFL growth and gross margin. Start of the share buyback announced #retail #stocks"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1943186397067649063) 2025-07-10 05:51:54 UTC 4636 followers, XXX engagements


"#Aixtron $AIXI For the company's important clients #Infineon and #Wolfspeed analysts expect a strong growth in the medium term"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1944634910213329402) 2025-07-14 05:47:46 UTC 4635 followers, XXX engagements


"#Kogeneracja $KGN #Poland #stocks X. #CO2 price: At lowest level since Oct 2021 X. #Gas price: At lowest level since May 2021 X. #Poland #coal price/GJ: At lowest level since July 2022"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1764613079310983464) 2024-03-04 11:25:17 UTC 4635 followers, 4142 engagements


"#XTPL $XTP If X industrial projects - one has recently been signed X are at an advanced stage of negotiations according to management - were to generated PLN 400m of revenues annually (company guidance) 20- which are in the pipeline-would generate PLN 889m (189.5% of curr. MC)"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1877693609056551176) 2025-01-10 12:26:56 UTC 4635 followers, XXX engagements


"Quick calculation: Impl. EV/EBITDA 2025E-27E of #PepcoGroup $PCO accounting for the EUR 200m buyback until 2027E (assumption: 50m in 2024/25 75m in each of 2025/26E & 2026/27E"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1946518390857670710) 2025-07-19 10:32:03 UTC 4638 followers, 1444 engagements


"Main growth driver at #Aixtron in the long run: Gallium nitride (GaN) which can be used in power supply chips for #AI GPUs. #Infineon has announced that it would send GaN samples to clients by Q4/25 and ramp up production (- orders for $AIXA)"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1946443437915378124) 2025-07-19 05:34:13 UTC 4638 followers, XXX engagements


"#Aixtron $AIXI up again. A positive comment by #GoldmanSachs on #ASML and positive #TSMC results & outlook (- strong profit growth fuelled by the #AI boom) help"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1946093427466113136) 2025-07-18 06:23:24 UTC 4635 followers, XXX engagements


"#Aixtron $AIXI Global spending on semiconductor equipment is expected to rise by XXX% y-o-y to USD 185bn in 2025. Sales of the global semiconductor industry are expected to maintain a CAGR of XX% beyond 2025 potentially reaching a USD 1tr valuation by 2030"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1944634436114383147) 2025-07-14 05:45:53 UTC 4637 followers, XXX engagements


"#Zalando $ZAL +8% in Frankfurt now. The remaining shorts will be squeezed out:-) Baader (PT EUR 30) Warburg (EUR 47) and Deutsche Bank (EUR 32) reiterated their BUY ratings for the stock today"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1787836672769503367) 2024-05-07 13:27:33 UTC 4635 followers, 2182 engagements


"#Ubisoft @Alphavalue REDUCE with a PT of EUR XXXX. While the company's IP has intrinsic value and the close co-operation with the 2nd largest gaming company worldwide and the largest in Asia #Tencent is promising there are significant execution and corporate governance risks"  
![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1642424330.png) [@AdrianKowollik](/creator/x/AdrianKowollik) on [X](/post/tweet/1945773147254317510) 2025-07-17 09:10:43 UTC 4636 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@AdrianKowollik "#Aixtron $AIXI +4.4% to EUR XXXXX today. On July XX the Q2 report will be released. The technical recovery continues"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-17 16:35:09 UTC 4635 followers, XXX engagements

"#Pepco $PCO Solid results especially when it comes to LFL growth and gross margin. Start of the share buyback announced #retail #stocks"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-10 05:51:54 UTC 4636 followers, XXX engagements

"#Aixtron $AIXI For the company's important clients #Infineon and #Wolfspeed analysts expect a strong growth in the medium term"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-14 05:47:46 UTC 4635 followers, XXX engagements

"#Kogeneracja $KGN #Poland #stocks X. #CO2 price: At lowest level since Oct 2021 X. #Gas price: At lowest level since May 2021 X. #Poland #coal price/GJ: At lowest level since July 2022"
@AdrianKowollik Avatar @AdrianKowollik on X 2024-03-04 11:25:17 UTC 4635 followers, 4142 engagements

"#XTPL $XTP If X industrial projects - one has recently been signed X are at an advanced stage of negotiations according to management - were to generated PLN 400m of revenues annually (company guidance) 20- which are in the pipeline-would generate PLN 889m (189.5% of curr. MC)"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-01-10 12:26:56 UTC 4635 followers, XXX engagements

"Quick calculation: Impl. EV/EBITDA 2025E-27E of #PepcoGroup $PCO accounting for the EUR 200m buyback until 2027E (assumption: 50m in 2024/25 75m in each of 2025/26E & 2026/27E"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-19 10:32:03 UTC 4638 followers, 1444 engagements

"Main growth driver at #Aixtron in the long run: Gallium nitride (GaN) which can be used in power supply chips for #AI GPUs. #Infineon has announced that it would send GaN samples to clients by Q4/25 and ramp up production (- orders for $AIXA)"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-19 05:34:13 UTC 4638 followers, XXX engagements

"#Aixtron $AIXI up again. A positive comment by #GoldmanSachs on #ASML and positive #TSMC results & outlook (- strong profit growth fuelled by the #AI boom) help"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-18 06:23:24 UTC 4635 followers, XXX engagements

"#Aixtron $AIXI Global spending on semiconductor equipment is expected to rise by XXX% y-o-y to USD 185bn in 2025. Sales of the global semiconductor industry are expected to maintain a CAGR of XX% beyond 2025 potentially reaching a USD 1tr valuation by 2030"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-14 05:45:53 UTC 4637 followers, XXX engagements

"#Zalando $ZAL +8% in Frankfurt now. The remaining shorts will be squeezed out:-) Baader (PT EUR 30) Warburg (EUR 47) and Deutsche Bank (EUR 32) reiterated their BUY ratings for the stock today"
@AdrianKowollik Avatar @AdrianKowollik on X 2024-05-07 13:27:33 UTC 4635 followers, 2182 engagements

"#Ubisoft @Alphavalue REDUCE with a PT of EUR XXXX. While the company's IP has intrinsic value and the close co-operation with the 2nd largest gaming company worldwide and the largest in Asia #Tencent is promising there are significant execution and corporate governance risks"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-17 09:10:43 UTC 4636 followers, XXX engagements

creator/twitter::1642424330/posts
/creator/twitter::1642424330/posts