# ![@lauri3ac Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1682860790062120962.png) @lauri3ac Lauri W

Lauri W posts on X about $hrow, $iren, $slmi, $norbt the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1682860790062120962/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1682860790062120962/c:line/m:interactions.svg)

- [--] Week [-----] +32%
- [--] Month [-----] -88%
- [--] Months [-------] +1,452%
- [--] Year [-------] +1,662%

### Mentions: [--] [#](/creator/twitter::1682860790062120962/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1682860790062120962/c:line/m:posts_active.svg)

- [--] Week [--] +300%
- [--] Month [--] -60%
- [--] Months [---] +500%
- [--] Year [---] +793%

### Followers: [---] [#](/creator/twitter::1682860790062120962/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1682860790062120962/c:line/m:followers.svg)

- [--] Week [---] +0.25%
- [--] Month [---] +3.10%
- [--] Months [---] +412%
- [--] Year [---] +885%

### CreatorRank: [---------] [#](/creator/twitter::1682860790062120962/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1682860790062120962/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  27% [stocks](/list/stocks)  23% [cryptocurrencies](/list/cryptocurrencies)  3% [currencies](/list/currencies)  3% [technology brands](/list/technology-brands)  3% [countries](/list/countries)  2% [luxury brands](/list/luxury-brands)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[$hrow](/topic/$hrow) 23%, [$iren](/topic/$iren) 19%, [$slmi](/topic/$slmi) 14%, [$norbt](/topic/$norbt) 13%, [$rusta](/topic/$rusta) 10%, [$ppsi](/topic/$ppsi) 6%, [$seye](/topic/$seye) 5%, [$lmnd](/topic/$lmnd) 5%, [market cap](/topic/market-cap) 5%, [ai](/topic/ai) 5%

**Top accounts mentioned or mentioned by**
[@valuebymarkus](/creator/undefined) [@penttijokinen](/creator/undefined) [@mitchmartan98](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@comptortoise](/creator/undefined) [@passiowns](/creator/undefined) [@hkeskiva](/creator/undefined) [@mvcinvesting](/creator/undefined) [@nataninvesting](/creator/undefined) [@almanakka](/creator/undefined) [@aamannolu](/creator/undefined) [@finnishcp](/creator/undefined) [@mrerenh](/creator/undefined) [@moninvestor](/creator/undefined) [@meeijer](/creator/undefined) [@babyfolio](/creator/undefined) [@matiashaavisto](/creator/undefined) [@matusstraznicky](/creator/undefined) [@irenltd](/creator/undefined) [@microsoft](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Legacy Education Inc. (LGCY)](/topic/$lgcy) [Dell Technologies, Inc. (DELL)](/topic/dell) [Microsoft Corp. (MSFT)](/topic/microsoft) [Tesla, Inc. (TSLA)](/topic/tesla) [CVS Health Corp (CVS)](/topic/cvs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Maybe $IREN could benefit of this 🧐 Time to datacenter the bottleneck [--] GW secured and proven capability of building fast. Hyperscaler capex $720bln in [----] $900bln in [----] https://t.co/XkivLpXQcl Hyperscaler capex $720bln in [----] $900bln in [----] https://t.co/XkivLpXQcl"  
[X Link](https://x.com/lauri3ac/status/2019754700787097959)  2026-02-06T12:47Z [---] followers, [----] engagements


"$NORBT had a great year Q4 margins were softer than I expected due to revenue decrease in the highly profitable Oceans segment. Trades at 20x EBIT of the low end of the guidance they tend to beat it. Will hold my shares✅"  
[X Link](https://x.com/lauri3ac/status/2021516228674953222)  2026-02-11T09:26Z [---] followers, [---] engagements


"$HROW still my biggest position today EV [--] B and I think they'll hit [---] M EBIT by [----]. JUST IN: $HROW reaffirmed its FY2025 revenue guidance of $270-280M and highlighted continued execution across its commercial and development programs. Key updates: VEVYE: Recruiting to double U.S. territory coverage from [--] to [---] by Memorial Day supporting market-share https://t.co/iQN9y4Lzul JUST IN: $HROW reaffirmed its FY2025 revenue guidance of $270-280M and highlighted continued execution across its commercial and development programs. Key updates: VEVYE: Recruiting to double U.S. territory"  
[X Link](https://x.com/lauri3ac/status/2018304550843679082)  2026-02-02T12:44Z [---] followers, [----] engagements


"$SL.MI luxury yacht co with stable revs and EBIT in [----]. CEO said that early [----] order momentum positive supporting confidence in continued strength this year. Order intake +16% YoY. EV/EBIT [--] no [----] guidance though which was interesting. Could add shares✅"  
[X Link](https://x.com/lauri3ac/status/2022640657245049308)  2026-02-14T11:54Z [---] followers, [---] engagements


"$NOTE EMS manufacturer with a solid Q4 and record profitibility. EV/EBIT12 backlog up 11% from a year ago. Will keep holding my small position and hope they'll start showing more signs of growth again. Stress in the defence related supply chain mentioned could affect Q1"  
[X Link](https://x.com/lauri3ac/status/2015701580717199683)  2026-01-26T08:21Z [---] followers, [----] engagements


"Top picks and expectations for 2025: 1) $HROW revenue 320M growth 70%. Gross margin [--] % EBIT [--] M. Eyepharma company Vevye Iheezo and Triescence should continue growing strongly. Risk: slower growth and valuation(P/S 7)"  
[X Link](https://x.com/lauri3ac/status/1872970595576758440)  2024-12-28T11:39Z [---] followers, [----] engagements


"2) $PPSI revenue 28M growth 25%. Gross margin 25% EBIT [--] M. Provides mobile EV charging solutions. Risk: probably cyclical so macroproblems could hit this"  
[X Link](https://x.com/lauri3ac/status/1872972409659375619)  2024-12-28T11:46Z [---] followers, [---] engagements


"3) $IREN revenue 800M growth 300%. Gross margin 500M EBIT 300M Non-HODL BTC-miner negotiating hyperscaler datacenter deal. Risk: BTC meltdown"  
[X Link](https://x.com/lauri3ac/status/1872974013456367856)  2024-12-28T11:52Z [---] followers, [----] engagements


"4) $RUSTA revenue [--] B SEK growth 12%. Gross margin 45% EBIT [--] B EBIT-% [--]. Could be described as mini IKEA retailer cheap prices. Nordic consumer has been struggling could ease with ECB rate cuts. Risk: I expect improving profitability"  
[X Link](https://x.com/lauri3ac/status/1872976427999740005)  2024-12-28T12:02Z [---] followers, [---] engagements


"@PenttiJokinen Which broker do you use Couldn't find on NN. Norbit also a nice stock partially in the same theme not as cheap though"  
[X Link](https://x.com/lauri3ac/status/1892688345781633426)  2025-02-20T21:30Z [--] followers, [--] engagements


"$SEYE nice one"  
[X Link](https://x.com/lauri3ac/status/1907760373991715326)  2025-04-03T11:41Z [---] followers, [---] engagements


"$SEYE "Our outlook is that were on the cusp of positive EBITDA in Q2 and solidly positive in Q3 of this year riding the wave of increased automotive license revenue." Result weak bc of behavioral research 5% growth. Automotive growth 27%. Revenue growth should accelerate"  
[X Link](https://x.com/lauri3ac/status/1922179444245975548)  2025-05-13T06:37Z [---] followers, [---] engagements


"$NORBT Great Q1 numbers with 29% growth. "Based on current outlook the targets are considered conservative. As in previous years updated targets for the year will be provided at the second quarter reporting in August." Happy to own this one"  
[X Link](https://x.com/lauri3ac/status/1922536591982993599)  2025-05-14T06:16Z [---] followers, [---] engagements


"@KyleAdamsStocks Think you would like swedish $SEYE driver monitoring system tech co with cashflow positivity probably this year and EU regulation boosting revenues next year(estimates [----] rev doubling). P/s [--]. Gm% [--]. Also $SL.MI Italian luxury jachts P/E [--] and growing. Net debt near to 0"  
[X Link](https://x.com/lauri3ac/status/1947682955922722834)  2025-07-22T15:39Z [---] followers, [---] engagements


"$NORBT updated guidance. Trades at 20x forward EBIT"  
[X Link](https://x.com/lauri3ac/status/1955862826737610919)  2025-08-14T05:23Z [---] followers, [----] engagements


"$SEYE looking good imo. FCF positive in a few Qs Expecting rev growth acceleration"  
[X Link](https://x.com/lauri3ac/status/1960630388583211349)  2025-08-27T09:08Z [---] followers, [----] engagements


"$PPSI A lot happening under the hood. I feel like [----] is gonna be great🤞 https://www.pioneerpowersolutions.com/investors/newsroom/275-pioneer-power-expands-mobile-power-and-charging-footprint-announces-new-orders-and-partnerships/ https://www.pioneerpowersolutions.com/investors/newsroom/275-pioneer-power-expands-mobile-power-and-charging-footprint-announces-new-orders-and-partnerships/"  
[X Link](https://x.com/lauri3ac/status/1965449644189909239)  2025-09-09T16:18Z [---] followers, [---] engagements


"Sanlorenzo Rusta Norbit Harrow Iris Energy Pioneer Power Solutions and Smarteye would be in my buy zone now if I owned none 7/10. Holding 3/10 mainly for tax reasons and imo not overvalued"  
[X Link](https://x.com/lauri3ac/status/1968963403789017379)  2025-09-19T09:00Z [---] followers, [---] engagements


"Companies I'm interested in but have no shares: $LMND $LGCY $QTCOM $ADMCM $HUH1V $CRMD"  
[X Link](https://x.com/lauri3ac/status/1968965310251212935)  2025-09-19T09:08Z [---] followers, [---] engagements


"@CompTortoise Insider buys also in Puuilos nordic competitor $RUSTA I also like the valuation more"  
[X Link](https://x.com/lauri3ac/status/1969008611276816882)  2025-09-19T12:00Z [---] followers, [---] engagements


"Trimming 10% of $IREN here at [--]. 30% of portfolio. Will probably buy something next week maybe adding to $SL.MI or $RUSTA"  
[X Link](https://x.com/lauri3ac/status/1969079170446606383)  2025-09-19T16:40Z [---] followers, [----] engagements


"@PenttiJokinen Position in this Imo very interesting at EV/EBIT [--] + stable backlog buybacks"  
[X Link](https://x.com/lauri3ac/status/1969344235817128397)  2025-09-20T10:13Z [---] followers, [--] engagements


"@PenttiJokinen To me $SL.MI looks like the best of the bunch I know nothing about $ALCAT though https://x.com/Carlos_MoraM/status/1963584853804212442t=wl_chhOtiX4XXRsBljHGNA&s=19 ⛵ Fantastic results from Sanlorenzo in 1H25 in a very difficult context ✅Very strong order intake in 1H25 reaching 420m (+29.9% YoY Especially in orders 30m) 🎯Robust growth in and while MEA contracts by 40%. 🙃These results put some of its peers in a rather https://t.co/HhJ00ptjSg https://x.com/Carlos_MoraM/status/1963584853804212442t=wl_chhOtiX4XXRsBljHGNA&s=19 ⛵ Fantastic results from Sanlorenzo in 1H25 in a very"  
[X Link](https://x.com/lauri3ac/status/1970005955636084786)  2025-09-22T06:03Z [---] followers, [---] engagements


"Bought more $SL.MI EV/EBIT [--] expecting EBIT to grow 10% mid-term. Also $RUSTA EV/EBIT [--] expecting EBIT to grow 15%+ mid-term. Trimming 10% of $IREN here at [--]. 30% of portfolio. Will probably buy something next week maybe adding to $SL.MI or $RUSTA. https://t.co/MYV1BYJtdM Trimming 10% of $IREN here at [--]. 30% of portfolio. Will probably buy something next week maybe adding to $SL.MI or $RUSTA. https://t.co/MYV1BYJtdM"  
[X Link](https://x.com/lauri3ac/status/1970126633517662260)  2025-09-22T14:02Z [---] followers, [---] engagements


"@AAMannolu @PenttiJokinen Of the ones I follow my favorites are [--]. Norbit [--]. Theon [--]. Exosens [--]. Exail Technologies I think Pentti follows these too. Imo Norbit and Theon should be considered at current SP I only own Norbit but was close to buy Theon at 25"  
[X Link](https://x.com/lauri3ac/status/1970533974863757336)  2025-09-23T17:01Z [---] followers, [---] engagements


"My top positions EV today/EBIT [----] based on personal assumptions(EBIT [--] in parenthesis): $HROW [--] (270M) $IREN [--] (800M very hard to estimate) $NORBT [--] (1B NOK) $SL.MI [--] (180M) I believe all will have earnings growth ahead after [----]. Hope my assumptions are right 😄 NFA"  
[X Link](https://x.com/lauri3ac/status/1972258850859631086)  2025-09-28T11:15Z [---] followers, [---] engagements


"@KyleAdamsStocks @passiowns @hkeskiva @mvcinvesting @finnishcp Honestly don't really know how I haven't picked up any of the stocks you follow like lgcy tmdx or ppih haha"  
[X Link](https://x.com/lauri3ac/status/1973135264668172515)  2025-09-30T21:18Z [---] followers, [---] engagements


"Swedish EMS co $NOTE acquired yesterday Kasdon a UK EMS co operating mainly in the defence sector for EV/EBITDA [--]. Increases rev with 3%. I own some Note and initially glad with the acquisition since it strengthens Note's position in the defence sector. Note's EV/EBIT 14"  
[X Link](https://x.com/lauri3ac/status/1973263475448357362)  2025-10-01T05:47Z [---] followers, [---] engagements


"I don't really know that much about technical analysis but fundamentally this sort of $HROW price action would make sense to me. Guiding 250M+ with 30-40% EBIT-margin Q4 [----]. EV 2B. So 20x EBIT of one quarter(although seasonally the strongest q) in roughly 2y time. We'll see"  
[X Link](https://x.com/lauri3ac/status/1975630825854218467)  2025-10-07T18:34Z [---] followers, [----] engagements


"$HROW Partially agree but for me it does change the risk/reward especially in terms of reputation yet glad to buy back more if the dust settles and we get clarity If you're wondering why $HROW is down over 7% today here's the reason: The California Board of Pharmacy filed an amended accusation against $HROW and its subsidiaries alleging quality control and compliance issues at its compounding and outsourcing facilities (ImprimisRx NJ). https://t.co/iGhbnUAnQL If you're wondering why $HROW is down over 7% today here's the reason: The California Board of Pharmacy filed an amended accusation"  
[X Link](https://x.com/lauri3ac/status/1975997828666372455)  2025-10-08T18:52Z [---] followers, [---] engagements


"Okay great increased my position in $HROW again 🚨 Important update directly from Michael Biega VP of Investor Relations at $HROW: The issue with the California Board of Pharmacy is "immaterial." Management wasn't expecting such a strong market reaction and believes it will likely be resolved through a settlement. Mike 🚨 Important update directly from Michael Biega VP of Investor Relations at $HROW: The issue with the California Board of Pharmacy is "immaterial." Management wasn't expecting such a strong market reaction and believes it will likely be resolved through a settlement. Mike"  
[X Link](https://x.com/lauri3ac/status/1976338063329726501)  2025-10-09T17:24Z [---] followers, [---] engagements


"Been buying $RUSTA lately Nordic retailer now 10% of my portfolio. Solid growth for decades. I expect solid high single digit revenue growth and increasing profitability in line with estimates. New store opening payback [--] mo according to mgmt. Insiders buying"  
[X Link](https://x.com/lauri3ac/status/1976722868290658776)  2025-10-10T18:53Z [---] followers, [----] engagements


"Last week I initiated a 3% position in $QTCOM at EV/EBIT [--] reasons mainly covered in the write-up below there is uncertainty but R/R seems lucrative to me. #QTGROUP just released its tough Q2 report. Sales are down for the first time EBIT margin is decreasing and Mr. Market is punishing the stock with a -22% drop. Its a difficult period for the quality Finnish software company known for providing cross-platform development https://t.co/lfVDKijIlL #QTGROUP just released its tough Q2 report. Sales are down for the first time EBIT margin is decreasing and Mr. Market is punishing the stock with"  
[X Link](https://x.com/lauri3ac/status/1976983536994525264)  2025-10-11T12:09Z [---] followers, [----] engagements


"@mvcinvesting $HROW eyepharma👁 $SL.MI luxury yachts ⛵ $PPSI EV charging solutions ⚡"  
[X Link](https://x.com/lauri3ac/status/1976989295249703311)  2025-10-11T12:32Z [---] followers, [----] engagements


"@ValueByMarkus Interesting 👍 I went through some of your tweets feel like we have a similar approach i guess quality GARP isn't a bad description. I like LMND and Harvia a lot but would like to see them at a lower price before jumping in"  
[X Link](https://x.com/lauri3ac/status/1977074401356222820)  2025-10-11T18:10Z [---] followers, [--] engagements


"@ValueByMarkus Admicom too. I have owned that and Harvia before but took profits and shifted to names like hrow iren seye at the time"  
[X Link](https://x.com/lauri3ac/status/1977075276111921222)  2025-10-11T18:14Z [---] followers, [---] engagements


"$QTCOM Ill-timed initiation of my position last week holding but not interested in adding at current valuation with current info the stock is down for a good reason yet I find it cheapish $QTCOM just issued a brutal profit warning. In Q2 the CEO said the deal pipeline was strong. Today those deals didnt materialize. The potential deeper story: execution risk slowing sales and a credibility crisis. Lets dive in: https://t.co/dpSXEq5Pzc $QTCOM just issued a brutal profit warning. In Q2 the CEO said the deal pipeline was strong. Today those deals didnt materialize. The potential deeper story:"  
[X Link](https://x.com/lauri3ac/status/1979236730755489795)  2025-10-17T17:23Z [---] followers, [---] engagements


"My track-record and current portfolio. Around 90% of my gains have been made with [--] stocks. If I'd have to guess $HROW will contribute a lot in the next [--] months. Seriously considering adding $LMND $THEON and $HARVIA just dunno yet what to sell. Pretty happy rn though"  
[X Link](https://x.com/lauri3ac/status/1979434899099566328)  2025-10-18T06:30Z [---] followers, [----] engagements


"@MrErenH Yeah seems like a great pick $NORBT has been my horse from the defence theme so far"  
[X Link](https://x.com/lauri3ac/status/1979492044541178030)  2025-10-18T10:17Z [---] followers, [---] engagements


"$NORBT Glad to see that NORBITs PIR segment has received a new contract manufacturing order valued at approximately NOK [---] million from an undisclosed European client in the defence and security sector. Deliveries under the order are scheduled for late [----] and early 2026"  
[X Link](https://x.com/lauri3ac/status/1980172739609841987)  2025-10-20T07:22Z [---] followers, [---] engagements


"Back to buying $IREN after multiple trims. Market cap [--] B I think they'll hit [--] B EBIT within a few years. Planning to add after every 10$ we gone down with current info"  
[X Link](https://x.com/lauri3ac/status/1981051437863096805)  2025-10-22T17:34Z [---] followers, [----] engagements


"@nataninvesting Imo long-term $IREN $HROW $SL.MI"  
[X Link](https://x.com/lauri3ac/status/1981053646755549483)  2025-10-22T17:42Z [---] followers, [---] engagements


"@moninvestor You might like $NORBT as well partially a competitor cheaper valuation"  
[X Link](https://x.com/lauri3ac/status/1981079208160891032)  2025-10-22T19:24Z [---] followers, [----] engagements


"Per Grok $NORBT Oceans (confirmed+possible) defence clients: 1) Exail: B51S sonar DriX H-8 (Orlen Oct '25). 2) Saildrone: WBMS USV mapping (Q2 '25). 3) Anduril: Likely WBMS FLS Copperhead. 4) Kongsberg: Potential HUGIN sonar. 5) Saab Seaeye: Possible FLS Falcon UUV"  
[X Link](https://x.com/lauri3ac/status/1981249851833622917)  2025-10-23T06:42Z [---] followers, [---] engagements


"$NORBT also this is an interesting connection. Still trading around EV/EBIT [--] based on [----] guidance. Hard to see that growth would be done after that. NORBIT's "FLS Opportunity" is evolving. $NORBT $RHM I recently discovered another UUV design win for NORBIT this time in Germany. EUROATLAS has partnered with EvoLogics Fassmer and Rheinmetall to develop produce and market the GreyShark AUV. More info on the slide and below👇 https://t.co/Zeci85RleW NORBIT's "FLS Opportunity" is evolving. $NORBT $RHM I recently discovered another UUV design win for NORBIT this time in Germany. EUROATLAS has"  
[X Link](https://x.com/lauri3ac/status/1981252895963042203)  2025-10-23T06:54Z [---] followers, [---] engagements


"Imo the luxury yacht sector is trading at interesting valuations Ferrettis order backlog up doubledigit. I own $SL.MI trading below EV/EBIT [--]. Ferretti SpA approves the consolidated financial results as of [--] September [----]. Sharp increase in Order Intake ca. +36% and ca.+185% in the Made to Measure segment in Q325 vs Q324. https://t.co/PpkRgL57ss https://t.co/mFjfA6kKku Ferretti SpA approves the consolidated financial results as of [--] September [----]. Sharp increase in Order Intake ca. +36% and ca.+185% in the Made to Measure segment in Q325 vs Q324. https://t.co/PpkRgL57ss"  
[X Link](https://x.com/lauri3ac/status/1981364167312626000)  2025-10-23T14:16Z [---] followers, [---] engagements


"Starter in $THEON night vision goggle(defence) co. EV/EBIT [--] for [----]. Recent CEO comments suggest that they're only getting started. Would be happy to buy more at a lower price have to do more DD. Thanks to @PenttiJokinen and @almanakka_ for bringing this into my awareness. $THEON Landing 300m order on NVG's and thermal clip ons. Backlog + options were at 1b at the end of H1. They've now added +500m of orders and options in the last month only. Markets spooked by the Exosens stake acquisition but business continues to grow full steam https://t.co/ugnYecSSo5 $THEON Landing 300m order on"  
[X Link](https://x.com/lauri3ac/status/1981626627873259975)  2025-10-24T07:39Z [---] followers, [----] engagements


"@ValueByMarkus Also I would encourage to take a look at $NORBT contract manufacturing part PIR newly shifting from automotive to the defence sector 20% EBIT-margin in the latest quarter. Also $NOTE latest acquisition Kasdon similar margins in the defence sector"  
[X Link](https://x.com/lauri3ac/status/1982346772799226358)  2025-10-26T07:21Z [---] followers, [---] engagements


"During the weekend I researched $LMND. After watching a CEO interview I decided to FOMO into the stock but only 1% of my portfolio. The company just might disrupt the insurance sector with efficiency. Bought at 6x sales 10-15% ebit-margin potential imo. https://youtu.be/h_3Qn_K9CXssi=eIuYEEpbHi7Eo2Z7 $LMND thanks to AI is ready to disrupt the old and outdated insurance industry. Were talking about a $7.5T market desperately in need of innovation. Heres why a 10x for $LMND from here is a conservative view: 🧵 https://t.co/9obyM2z2V6 https://youtu.be/h_3Qn_K9CXssi=eIuYEEpbHi7Eo2Z7 $LMND thanks"  
[X Link](https://x.com/lauri3ac/status/1982808969706868864)  2025-10-27T13:57Z [---] followers, [----] engagements


"@meeijer @babyfolio I recommend taking a look at $NORBT its oceans segment provides underwater sonars to the defence/security sector Anduril could be a client does not have SAS solutions but SSS. Way cheaper than Kraken at P/S [--] and has somid 30+% ebit margins"  
[X Link](https://x.com/lauri3ac/status/1982837515561406614)  2025-10-27T15:51Z [---] followers, [---] engagements


"$PPSI new order this sounds good to me datacenters mentioned👀 P/S [--] gm should imo land at around 25% for the co. Nearly 20M net cash position to fuel growth market cap 50M. Revenue for this year hopefully around 30M. Probably break even on net income after divestment"  
[X Link](https://x.com/lauri3ac/status/1983526246022836518)  2025-10-29T13:28Z [---] followers, [---] engagements


"$HROW "In my view Harrows current sub$1.4B market cap is a bargain (5x [----] EBIT)." I agree the best risk/reward I see in the market. Yesterday I published a new Deep Dive: $HROW: Investment Thesis Explained The company already has the products the infrastructure the customers and the playbook. Now it's just a matter of scaling. I'm long. 🔗 https://t.co/sDih4z2WzG https://t.co/pMPvv2m33P Yesterday I published a new Deep Dive: $HROW: Investment Thesis Explained The company already has the products the infrastructure the customers and the playbook. Now it's just a matter of scaling. I'm long."  
[X Link](https://x.com/lauri3ac/status/1985695733098373537)  2025-11-04T13:08Z [---] followers, [----] engagements


"$RDVT Q3 Solid performance with operating leverage. EV/GP FY [--] [--]. Revenue Increases 21% to a Record $23.1 Million Producing a Record $10.2 Million in Cash Flow from Operations Announces $15.0 Million Increase to Share Repurchase Program. Holding my long term position"  
[X Link](https://x.com/lauri3ac/status/1986182149574119864)  2025-11-05T21:21Z [---] followers, [---] engagements


"$RDVT Well said $RDVT reported pretty stellar results. Stock is up and I would say that call was probably the most bullish Ive heard yet. Will make a longer post to summarize later but first I just wanted to point out that they repurchased 15K shares during Q3 at an average price of $42.26 https://t.co/oknBz1ZRdd $RDVT reported pretty stellar results. Stock is up and I would say that call was probably the most bullish Ive heard yet. Will make a longer post to summarize later but first I just wanted to point out that they repurchased 15K shares during Q3 at an average price of $42.26"  
[X Link](https://x.com/lauri3ac/status/1986324690462200169)  2025-11-06T06:48Z [---] followers, [---] engagements


"Top positions metrics SP and personal PT. $IREN EV/S [--] NTM rev g 200% not cheap on trad metrics land and power portfolio valuable. 62-100$ $HROW EV/GP [--] NTM rev g 50%. 34-90$ $NORBT EV/EBIT [--] NTM rev g 30%. 190-250NOK $SL.MI EV/EBIT [--] NTM rev g 10%. 33-50$"  
[X Link](https://x.com/lauri3ac/status/1987115584602185844)  2025-11-08T11:10Z [---] followers, [----] engagements


"@Matias_Haavisto Honestly I don't know my horizon is always [--] years. Haven't seen any negative news latest Bloomberg data looked nice for fwiw"  
[X Link](https://x.com/lauri3ac/status/1987151386182615191)  2025-11-08T13:33Z [---] followers, [--] engagements


"$SL.MI Sanlorenzo 9M 2025: Revenue 690M (+3.2% YoY) EBITDA 128M (+3.6%) Net profit 75.9M (+4.1%). Order intake +18.4% to 690M backlog 1.7B (-0.6% YoY from 1.72B; 90% retail). Guidance confirmed driven by new models and Americas growth. Still attractive EV/EBIT 9"  
[X Link](https://x.com/lauri3ac/status/1987872856642814402)  2025-11-10T13:19Z [---] followers, [---] engagements


"$HROW Vevye will probably be a monster drug. Not worried about the slight guidance revision likely buying more tomorrow if we are below 35$. Imo stock stupid cheap we'll see"  
[X Link](https://x.com/lauri3ac/status/1988002515099808069)  2025-11-10T21:55Z [---] followers, [----] engagements


"$HROW First target above my personal PT 90$. Stock trading at 39$. If you haven't yet I'd recommend to take a look. HROW. https://t.co/Zf3eMBzh1P HROW. https://t.co/Zf3eMBzh1P"  
[X Link](https://x.com/lauri3ac/status/1988351873368420472)  2025-11-11T21:03Z [---] followers, [----] engagements


"$IREN CoreWeave CEO Q3: "Demand for our AI cloud far exceeds capacity." Nebius CEO Q3: "Revenue growth limited by capacity; all we built sold." Iris Energy: 2.9GW renewable power by end of [----] never missed a guided construction deadline. Capex will be massive though"  
[X Link](https://x.com/lauri3ac/status/1988361339497009508)  2025-11-11T21:40Z [---] followers, [---] engagements


"@MatusStraznicky Good pick imo 12% of portfolio for me⛵"  
[X Link](https://x.com/lauri3ac/status/1988636874311610837)  2025-11-12T15:55Z [---] followers, [--] engagements


"@CompTortoise @almanakka_ Sticking with $RUSTA 😎"  
[X Link](https://x.com/lauri3ac/status/1989242354654466378)  2025-11-14T08:01Z [---] followers, [--] engagements


"$SEYE Q3 with 33% organic growth accelerating looking good imo. I think Q4 could be FCF inflection point. $SEYE looking good imo. FCF positive in a few Qs Expecting rev growth acceleration https://t.co/RS90Zscpue $SEYE looking good imo. FCF positive in a few Qs Expecting rev growth acceleration https://t.co/RS90Zscpue"  
[X Link](https://x.com/lauri3ac/status/1989243243985531322)  2025-11-14T08:05Z [---] followers, [---] engagements


"$PPSI Q3 rev growing 7% but gm lousy 9%. Mgmt sounded optimistic though. I'll hold my small position likely through [----] and see if they can scale. $PPSI new order this sounds good to me datacenters mentioned👀 P/S [--] gm should imo land at around 25% for the co. Nearly 20M net cash position to fuel growth market cap 50M. Revenue for this year hopefully around 30M. Probably break even on net income after divestment. https://t.co/zDZh2y0xcn $PPSI new order this sounds good to me datacenters mentioned👀 P/S [--] gm should imo land at around 25% for the co. Nearly 20M net cash position to fuel growth"  
[X Link](https://x.com/lauri3ac/status/1989244658342297883)  2025-11-14T08:10Z [---] followers, [---] engagements


"$IREN back to buying same reasoning as last time. I kinda like the volatility here creating opportunities. Trimmed $RUSTA after multiple adds. Back to buying $IREN after multiple trims. Market cap [--] B I think they'll hit [--] B EBIT within a few years. Planning to add after every 10$ we gone down with current info. https://t.co/852d7vYEKB Back to buying $IREN after multiple trims. Market cap [--] B I think they'll hit [--] B EBIT within a few years. Planning to add after every 10$ we gone down with current info. https://t.co/852d7vYEKB"  
[X Link](https://x.com/lauri3ac/status/1989343599855817046)  2025-11-14T14:44Z [---] followers, [---] engagements


"Insider buys and now this could this ship be turning EV/EBIT [--] for this year. Small position. Qt Group just dropped a potentially big move: They added automatic safety checks for NVIDIA CUDA code to Axivion. In plain English: Developers building AI robotics automotive or medical systems can now verify their GPU code meets strict safety rules with one tool. Why it https://t.co/uWzLwzCVKb Qt Group just dropped a potentially big move: They added automatic safety checks for NVIDIA CUDA code to Axivion. In plain English: Developers building AI robotics automotive or medical systems can now verify"  
[X Link](https://x.com/lauri3ac/status/1990514693937771008)  2025-11-17T20:17Z [---] followers, [----] engagements


"@ValueByMarkus Yeah it's a tough one to evaluate. Basically if you replicate the msft deal for their current whole land/power portfolio they would need 60-70B capex and generate 20B ARR with 85% ebitda margins. If the gpus are worhless after 5y deal they have 20B worth DC infra left"  
[X Link](https://x.com/lauri3ac/status/1990801822127464684)  2025-11-18T15:18Z [---] followers, [--] engagements


"@ValueByMarkus Obviously funding is the issue so they'll probably do a more typical colocation deal for Sweetwater with lower capex(no gpus). So far they've gotten convertible 0% interest msft prepayment dell letting them pay afterwards so that part looking good. I think we'll see atm though"  
[X Link](https://x.com/lauri3ac/status/1990802590033195410)  2025-11-18T15:21Z [---] followers, [--] engagements


"$IREN you should read this to understand Iris Energy's moat as a vertically integrated datacenter builder. While the sector is turbulent and there are AI bubble worries I personally feel confident that IREN will succeed in this rapidly growing industry. https://www.agrippa.investments/p/copy-iren-a-hyperscaler-in-the-making https://www.agrippa.investments/p/copy-iren-a-hyperscaler-in-the-making"  
[X Link](https://x.com/lauri3ac/status/1990903518681547009)  2025-11-18T22:02Z [---] followers, [---] engagements


"$IREN great interview with the CCO. Amazing how IREN mgmt had the vision to get grid connections ahead of the curve. Now they're building datacenters not only for the next gen GPUs but so that they can be retrofitted to many generations after that DC lifetime 20+ years. Great to welcome Kent Draper the Chief Commercial Officer of @IREN_Ltd on to the podcast to discuss record revenues from their Q1 Earnings and provide an update on the Strategy after signing the $9.7 Bn deal with @Microsoft. ➡ https://t.co/i9iE71zzoC https://t.co/NNUkP37Z46 Great to welcome Kent Draper the Chief Commercial"  
[X Link](https://x.com/lauri3ac/status/1991114013170942283)  2025-11-19T11:59Z [---] followers, [----] engagements


"$HROW Vevye ketchup effect [----] EV/GP9 still way too cheap imo. HROW. Lumipalloefekti 🚀 https://t.co/mBqEHBHdjm HROW. Lumipalloefekti 🚀 https://t.co/mBqEHBHdjm"  
[X Link](https://x.com/lauri3ac/status/1991131685975371885)  2025-11-19T13:09Z [---] followers, [----] engagements


"$NORBT insider buy today and announced new order [---] M NOK order yesterday for Connectivity segment. Imo nice time for entry but I'm fully invested. EV/EBIT [--] but q4 guidance amazing"  
[X Link](https://x.com/lauri3ac/status/1991859353385828479)  2025-11-21T13:20Z [---] followers, [---] engagements


"@ValueByMarkus Well said nice to see you covering IREN👏 Imo the current land and power portfolio could generate up to 5B EBIT if they manage to monetize it well the key part is their cost of capital BTC rally would also decrease financing needs🤞"  
[X Link](https://x.com/lauri3ac/status/1991980427356295218)  2025-11-21T21:21Z [---] followers, [---] engagements


"@ValueByMarkus Great questions there are nice sheets on X that seem realistic I can't do better😅 But napkin math based on MSFT deal: 165B ebitda - 1B GPU depreciation(6 years can be debated) - DC depreciation 150M(20y) = 500M they have 10x this capacity and eg BC CSP with better margins"  
[X Link](https://x.com/lauri3ac/status/1991988191688265876)  2025-11-21T21:52Z [---] followers, [---] engagements


"@KyleAdamsStocks Which one would you pick for [--] years if you could only choose one 🤔"  
[X Link](https://x.com/lauri3ac/status/1993227543734849896)  2025-11-25T07:57Z [---] followers, [---] engagements


"$BRM.V looks very cheap even after the latest run possibly around 6-7x EBIT(2026). @hkeskiva is a gift that keeps on giving🙏 No cash right now so I probably won't participate in this one but will keep following. New article out on Biorem $BRM.V https://t.co/P6QoDkoX9r https://t.co/VxQdO2Oua1 New article out on Biorem $BRM.V https://t.co/P6QoDkoX9r https://t.co/VxQdO2Oua1"  
[X Link](https://x.com/lauri3ac/status/1994163042557317503)  2025-11-27T21:54Z [---] followers, [---] engagements


"@ValueByMarkus How fast do you think Lindex division will grow next 5y Any operating leverage potential 18-20 x EBIT sounds a bit of a stretch to me although if most of the debt is lease liabilities I get why they should get a higher multiple. Would definitely be interested at 10x Lindex EBIT"  
[X Link](https://x.com/lauri3ac/status/1994820406474412309)  2025-11-29T17:27Z [---] followers, [---] engagements


"$IREN napkin math assuming the convertible notes go through and cash used for capex. EV=MC(post latest dilution)+Debt=135+25 B=16B 35-4B total ARR at the end of [----] maybe20 EBIT-%. EV/EBIT(26runrate)=16/08 [--] Imo compelling monetisation of 2GW Sweetwater coming too"  
[X Link](https://x.com/lauri3ac/status/1996209286905545204)  2025-12-03T13:25Z [---] followers, [---] engagements


"That's cool $LMND 🍋 In less than [--] hours Tesla owners in CA OR and AZ will be able to connect their cars directly to the @Lemonade_Inc app. In less than [--] hours Tesla owners in CA OR and AZ will be able to connect their cars directly to the @Lemonade_Inc app"  
[X Link](https://x.com/lauri3ac/status/1996274236856410576)  2025-12-03T17:44Z [---] followers, [---] engagements


"$RUSTA very strong Q2 even though Finland still lagging. Buying alongside insiders worked well. P/S [--] basically no debt excluding lease liabilities. Growth target of 8%. 10% EBIT potential in the future(look at Sweden vs Finland in the screenshot below). 10+% of my portfolio. Been buying $RUSTA lately Nordic retailer now 10% of my portfolio. Solid growth for decades. I expect solid high single digit revenue growth and increasing profitability in line with estimates. New store opening payback [--] mo according to mgmt. Insiders buying. https://t.co/e7EXNdyg8m Been buying $RUSTA lately Nordic"  
[X Link](https://x.com/lauri3ac/status/1998332751875891568)  2025-12-09T10:03Z [---] followers, [----] engagements


"$HROW great company great vision 👀 $HROW is expected to generate $271.9M in [----] Up 2703% since [----] https://t.co/aDfPcNMnjZ $HROW is expected to generate $271.9M in [----] Up 2703% since [----] https://t.co/aDfPcNMnjZ"  
[X Link](https://x.com/lauri3ac/status/1999553619062821269)  2025-12-12T18:55Z [---] followers, [----] engagements


"@WealthyReadings $HROW"  
[X Link](https://x.com/lauri3ac/status/1999965591881609612)  2025-12-13T22:12Z [---] followers, [---] engagements


"Some rebalancing from $HROW to $IREN as HROW got above 30% and IREN below 20% of my portfolio I find both very attractive at current levels"  
[X Link](https://x.com/lauri3ac/status/2000585917052924002)  2025-12-15T15:17Z [---] followers, [---] engagements


"@RemindMe_OfThis in [--] months"  
[X Link](https://x.com/lauri3ac/status/2000622050507952507)  2025-12-15T17:40Z [---] followers, [---] engagements


"📈📉Recap YTD many of these companies didn't quite reach my expectations but good enough performance🤝 $HROW +27% $IREN +282% $PPSI +25% including huge dividend so a bit less after taxes $RUSTA +13% with small dividend +87% Overall happy with all positions in the green ✅ Top picks and expectations for 2025: 1) $HROW revenue 320M growth 70%. Gross margin [--] % EBIT [--] M. Eyepharma company Vevye Iheezo and Triescence should continue growing strongly. Risk: slower growth and valuation(P/S 7) Top picks and expectations for 2025: 1) $HROW revenue 320M growth 70%. Gross margin [--] % EBIT [--] M."  
[X Link](https://x.com/lauri3ac/status/2002367921473917416)  2025-12-20T13:18Z [---] followers, [----] engagements


"@MitchMartan98 I think $HROW will have a great year. I own $LMND but don't think the valuation is that compelling anymore P/S [--] with maybe 10-15% net income margin in the future so basically P/E closer to [---] now if they reach that profitability growing 30%. PEG3. Yet an amazing co"  
[X Link](https://x.com/lauri3ac/status/2002466605377466679)  2025-12-20T19:50Z [---] followers, [---] engagements


"@MitchMartan98 Best case P/E [--] now I guess would be tempting if they were mature but you'll have to wait for it but I agree it will likely trade at a premium for the foreseeable. I still prefer eg $RDVT P/S [--] with op lever kicking in with similar growth net margin pot 40% obv TAM smaller"  
[X Link](https://x.com/lauri3ac/status/2002471541179838605)  2025-12-20T20:09Z [---] followers, [---] engagements


"@MitchMartan98 $RDVT EBIT estimates imo could do better. Just to add I really think LMND will be strong just not a buy but an eternity hold for me😊"  
[X Link](https://x.com/lauri3ac/status/2002472724388839470)  2025-12-20T20:14Z [---] followers, [---] engagements


"@Eyal__Weiss @MitchMartan98 🤞When do you reckon they'll make it In that case PEG-ratio [--] assuming future profitablity"  
[X Link](https://x.com/lauri3ac/status/2002750314055942380)  2025-12-21T14:37Z [---] followers, [--] engagements


"@nataninvesting Gotta go with $HROW $IREN $SL.MI"  
[X Link](https://x.com/lauri3ac/status/2004494116386988425)  2025-12-26T10:06Z [---] followers, [---] engagements


"@ValueByMarkus Definitely $IREN it taught about Mr Market bipolarity and feelings in investing. It was not fun holding it from [--] to [--] but it was fun to hold it to [--] now my second -50% with the stock within one year which is just crazy. I learned that it's good to have a plan in place"  
[X Link](https://x.com/lauri3ac/status/2004560306832629985)  2025-12-26T14:29Z [---] followers, [---] engagements


"In combination with smart financing this is my $IREN thesis in a nutshell. One pattern from past industrial revolutions is repeating in AI. The infrastructure lasts longer than the machines on top of it. A useful way to think about AI data centers is like rail tracks. Trains come and go. They get upgraded. The tracks the corridor land access and One pattern from past industrial revolutions is repeating in AI. The infrastructure lasts longer than the machines on top of it. A useful way to think about AI data centers is like rail tracks. Trains come and go. They get upgraded. The tracks the"  
[X Link](https://x.com/lauri3ac/status/2004673676013437243)  2025-12-26T22:00Z [---] followers, [---] engagements


"$HROW Let's go Vevye $HROW Vevye Bloomberg data. 4-week trailing 15k mid December up from 10k first week of August. HUGE inflection coming in [----] from insurance win at CVS (largest PBM in the US) starting Jan [--] & they 2x sales reps in 1H '26. Vevye is already killing it before any impact from https://t.co/ius5nJOI5n $HROW Vevye Bloomberg data. 4-week trailing 15k mid December up from 10k first week of August. HUGE inflection coming in [----] from insurance win at CVS (largest PBM in the US) starting Jan [--] & they 2x sales reps in 1H '26. Vevye is already killing it before any impact from"  
[X Link](https://x.com/lauri3ac/status/2004677275170865458)  2025-12-26T22:14Z [---] followers, [----] engagements


"My top picks for [----] are nicely represented in my portfolio I frequently post about these cos so I won't go into detail here posting so that I'm accountable for the future me: 1) $HROW 👁pharma 2) $IREN 📟DC 3) $SL.MI ⛵yachts 4) $RUSTA retail 5) $NORBIT technology"  
[X Link](https://x.com/lauri3ac/status/2004968035111809390)  2025-12-27T17:30Z [---] followers, 32.9K engagements


"@andreas_skarvo @LFeelixx Cheap if they can turn things around but a lot to prove with dollarstore. More of a turn around case while I mainly like buying quality companies I would rather own Rusta and Puuilo with simple and replicable concepts with organic growth optionality"  
[X Link](https://x.com/lauri3ac/status/2005287102247023017)  2025-12-28T14:37Z [---] followers, [---] engagements


"@Bare_Birk $HROW 🫡"  
[X Link](https://x.com/lauri3ac/status/2007525922564407312)  2026-01-03T18:54Z [---] followers, [----] engagements


"@ValueByMarkus I guess if demand isn't totally killed by the possible shock already operating datacenters/GPUs should be more valuable higher GPU hour pricing I wonder what happens with already signed colocations deals if the tenant isn't capable of filling the DCs with GPUs🤔"  
[X Link](https://x.com/lauri3ac/status/2007552524367409191)  2026-01-03T20:39Z [---] followers, [---] engagements


""To maximise its financial freedom to act in the sectors ongoing structural transformation the Board of Directors is proposing that no dividend is paid for 2025." Music to my ears 🎶👂 $NOTE EMS manufacturer with a solid Q4 and record profitibility. EV/EBIT12 backlog up 11% from a year ago. Will keep holding my small position and hope they'll start showing more signs of growth again. Stress in the defence related supply chain mentioned could affect Q1 https://t.co/HtjdT1Zlzu $NOTE EMS manufacturer with a solid Q4 and record profitibility. EV/EBIT12 backlog up 11% from a year ago. Will keep"  
[X Link](https://x.com/lauri3ac/status/2015755361790169384)  2026-01-26T11:55Z [---] followers, [---] engagements


"@ValueByMarkus I agree In the earnings call Note CEO said they're expecting at least [--] acquisition this year. Incap looks darn cheap now haven't had time to look deep enough to buy shares client concentration risk has gone down if I recall correctly"  
[X Link](https://x.com/lauri3ac/status/2015778306398749066)  2026-01-26T13:26Z [---] followers, [--] engagements


"@passiowns Nice one Had to play around with it to understand. Tried $QTCOM if they could hit 25% EBIT-margin again(+grow) it would fit this criterion👏 From my portfolio $SL.MI [---] and I believe they could grow 10% "  
[X Link](https://x.com/lauri3ac/status/2002787583344914829)  2025-12-21T17:05Z [---] followers, [---] engagements

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