Some of the popular AI-datacenter-plays have been seeing a (small) pullback. $NBIS is down 27% from it's ATH $IREN is down 30% from it's ATH $CRWV is down 33% from it's ATH $CIFR is down 22% from it's ATH Pullbacks are healthy, and they should not scare you. Especially when

So, apparently pullbacks aren't healthy anymore

Tough day for $EVO

Very disappointing Q3 from Evolution. Carlesund says they went too far with countermeasures in Asia — massive QoQ drop and no real solution in sight. Other regions up, but Asia drags hard. Only bright spots seems to be LatAm and RNG growth. Otherwise, looks really rough. $EVO

Best buy right now? $NBIS, $IREN, $CRWV or $KRKNF?

$EVO's Carlsund in the earnings call. ''We want to be realistic and keep expectations low''. Well, that was certainly achieved!

I hope to finish my $ASML deep dive by tomorrow! It took me a bit longer than I expected, but there is also just so much to cover with this company. I'm closing in on 10k words again and I still feel like I've only covered a small part. I will post it on my SS, and it will be

$ASML - My ASML Deep Dive is live! 🚨 I have just posted my deep dive on $ASML on my SS. It's completely FREE to read for everyone. Go check it out and let me know what you think! I look forward to your feedback, comments and if you liked it, your support! Any like, share,

What company should my next deep dive be on? I have now done: $ASML, $NVO and $DAVE My shortlist: $DLO, $TSM, $MELI, $EVO

I'm seeing a lot of victory lapping on companies like $IREN and $NBIS after the brief pullback. You are not a genius. You have experienced price volatility. And you will experience a lot worse than this.

Fantastic deep dive by Investing visuals on $RBRK. Super research and he also includes his own visuals. Go check it out!

You have to remind yourself: "Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in the corrections themselves". -The big Peter Lynch himself

$NVO - Jefferies has downgraded Novo Nordisk to Underperform from its previous rating, while reducing its price target to DKK290.00 from DKK415.00 Main concerns: 2031/32 patent expiry for Semaglutide WOW. Nobody knew this. These patents expire? Really? This is when price