[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.]  Simeon Research [@SimeonResearch_](/creator/twitter/SimeonResearch_) on x 5509 followers Created: 2025-07-04 18:53:07 UTC Important thought on X key positions ⚠️ 🇵🇱 $ACP.WA - I remain very bullish in Polish equities and especially ACP, I am a fan of $SGN as well but the diversified acquisitions on Asseco plus the multiple countries they operate and the more favourable valuation made this a no-brainer for me a few months ago. EU funds, rapid GDP growth won't only ignite better economic activity in Eastern Europe but they will make investors from all over the world more eager to park money in Polish companies. The Constellation software playbook is being applied which will improve margins, synergies, and strategy! The thesis is simple. 🇮🇱 $NXSN.TA - I haven’t touched a single share and I do not plan to do so, there is massive demand to be filled especially now that NATO plans to allocate much larger sums of the GDP towards the military, not to mention massive orders for drones coming from Ukraine. It could really become a supplier for drone cameras in Europe and abroad, oh yeah and it like likely will join TASE-35 (checks the market cap needs) or even better a USA listing. 🇸🇪 $ITECH.ST - I am waiting carefully here on the EU decision as one of their substances found in their paint medetomidine was argued that it should be classified as an endocrine disruptor for humans. There are no recalls of sales so far, and I am still monitoring. If the EU grants renewal, it could open even broader adoption (including in European domestic fleets and ports). If the EU were to reject renewal, customers might need to adjust their formulations for EU-sold paints, but they could still use Selektope in the majority of international markets where it is allowed. I have a lot of thoughts here that will be in a future post 🤝 BTW because you read till the end $ILYDA.AT investment thesis coming!  XXXXX engagements  **Related Topics** [gdp growth](/topic/gdp-growth) [gdp](/topic/gdp) [countries](/topic/countries) [$sgn](/topic/$sgn) [stocks](/topic/stocks) [$acpwa](/topic/$acpwa) [positions](/topic/positions) [Post Link](https://x.com/SimeonResearch_/status/1941208668986356180)
[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.]
Simeon Research @SimeonResearch_ on x 5509 followers
Created: 2025-07-04 18:53:07 UTC
Important thought on X key positions ⚠️
🇵🇱 $ACP.WA - I remain very bullish in Polish equities and especially ACP, I am a fan of $SGN as well but the diversified acquisitions on Asseco plus the multiple countries they operate and the more favourable valuation made this a no-brainer for me a few months ago.
EU funds, rapid GDP growth won't only ignite better economic activity in Eastern Europe but they will make investors from all over the world more eager to park money in Polish companies.
The Constellation software playbook is being applied which will improve margins, synergies, and strategy! The thesis is simple.
🇮🇱 $NXSN.TA - I haven’t touched a single share and I do not plan to do so, there is massive demand to be filled especially now that NATO plans to allocate much larger sums of the GDP towards the military, not to mention massive orders for drones coming from Ukraine.
It could really become a supplier for drone cameras in Europe and abroad, oh yeah and it like likely will join TASE-35 (checks the market cap needs) or even better a USA listing.
🇸🇪 $ITECH.ST - I am waiting carefully here on the EU decision as one of their substances found in their paint medetomidine was argued that it should be classified as an endocrine disruptor for humans. There are no recalls of sales so far, and I am still monitoring.
If the EU grants renewal, it could open even broader adoption (including in European domestic fleets and ports). If the EU were to reject renewal, customers might need to adjust their formulations for EU-sold paints, but they could still use Selektope in the majority of international markets where it is allowed.
I have a lot of thoughts here that will be in a future post
🤝 BTW because you read till the end $ILYDA.AT investment thesis coming!
XXXXX engagements
Related Topics gdp growth gdp countries $sgn stocks $acpwa positions