[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.]

![ReneSellmann Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::872839233232408576.png) Rene Sellmann [@ReneSellmann](/creator/twitter/ReneSellmann) on x 8539 followers
Created: 2025-07-17 09:14:18 UTC

Today's a very busy day for my portfolio:

- $BKHT released rather bad news again yesterday evening, which I needed to process, and in fact, I just wrote an open letter to the management team which I published on my blog.

- $AT dropped XX% this morning after reporting half-year results (at first glance, I don't think the drop is justified) 

- $EVO reported results this morning (looked decent at first glance)

- $WISE reported this morning too – I'm glad Wise falls into the "no need to babysit" bucket right now (see screenshot below).

- $IBKR reports Q2 results later today too. 

But you know what ... I'm going to assemble my new road bike now and look forward to the first mountain stage of the Tour de France.

![](https://pbs.twimg.com/media/GwDGyiXW0AAZ1km.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945774049595982188/c:line.svg)

**Related Topics**
[evo](/topic/evo)
[decent](/topic/decent)
[$evo](/topic/$evo)
[$at](/topic/$at)
[blog](/topic/blog)
[$bkht](/topic/$bkht)

[Post Link](https://x.com/ReneSellmann/status/1945774049595982188)