$HFG 1/ A lot of smart investors say the same thing right now: “I believe in HFG turnaround in 2026, but I dont see any near term triggers - so I'd rather rotate into something else.” Fair. But I think that logic, while elegant, is actually dangerous in deep-value turnarounds.

So short term growth Soitec trimmed down al little because of inventory decline in Mobile… Share responds with -30% as if it was a hyperscaler. EV /EBITDA24 is just 4x 😂 Massive exaggeration, bought more $SOI.PA 🚀

Deutsche buy thesis on $ADYEN: "Adyen has demonstrated a remarkable growth trajectory, scaling its payments volume from E32b in 2015 to over E1.3tr today, representing a 45% CAGR over the last decade. This 40x increase in volume has driven significant market share gains and sets

Many organizations launch successful pilots—then hit a wall. Why? Because operationalizing AI requires a shift in mindset, investment, and accountability. This new white paper by Harvard Business Review, in association with us, lays out how to. 👉 lbr.io/s/vQQwMf

Algo’s gone wild on $NVO Up DKK5-10 on Alzheimer’s upside. And down DKK30-40 when not feasible 😂

$HFG insane cheap 🤯 Topline growth expected in 2026. FCF already exploded with new strategy announced at CMD. EV/FCF ~4.7

BofA on $ASML (Buy): "We met with ASML CEO Christophe Fouquet & Investor Relations lead Marcel Kemp. Our key takeaways are: 1. In DRAM, demand is outstripping supply, with strong orders expected over the next few quarters for 2027 capacity additions. EUV layers are increasing

Skin in the game 💪

Leuke woke naam #Aegon 😂

Added $IMCD for 2026 performance 🚀

Deutsche Bank reiterates its Buy rating on $NVO, with analyst Emmanuel Papadakis maintaining a target price of DKK 475. #StockMarket #Investing

Jordy Beuving

Seems like investors (finally) realize semiconductor equipment companies actually do benefit from increased memory chip demand 😁 Sometimes all you need to do is watch what's happening in the sector, use common sense & be patient All upgrades by equity analysts long overdue 📈

🌐 ✅ 📈 🚀 Needham $BESI Top Pick €190 PT The firm upgraded BE Semiconductor to Buy from Hold, put a €190 price target, named BESI as its top pick for 2026 and added it to its Needham Conviction List. seekingalpha.com/news/4536964-c…

Bought Samsung, Micron and Sandisk today. Memory 🔥

Good to see $NVO moving up 📈 after successful oral Ozempic launch Would not be surprised to see it moving back to DKK750+ / $100+ (Still just half of value Lilly)

🌐 ✅ 📈 👇 For those still wondering why semi equip is outperforming $TEL CapEx raise +48% to record high [News] Tokyo Electron Reportedly Raises FY26 CapEx 48% to Record High, Bets on DRAM Etching Demand buff.ly/FSFlm8I

Note to myself Don’t sell $MU or $SNDK under $500 Memory 💪

The valuation gap between $LLY and $NVO has to be the dumbest thing I've seen this year. Novo Nordisk: $16 B net profit Eli Lilly: $18 B net profit The exact same business model and segment, nearly the same size. Eli Lilly is just slightly bigger and grows a little bit faster.

$NVO says interest in its new once-daily Wegovy pill is “tremendous” just days after launch. U.S. head Dave Moore says many patients had stayed on the sidelines simply because they didn’t want injections, and are now entering treatment for the first time. Takeaway: this isn’t