M.Thörn

Everything financial forever

[Jerry Capital @JerryCap]

Memory investors vs the index

[M.Thörn @Contrarian2002]

@halmadeit @zerohedge Sponsored by Coinbase

[Upslope Capital @UpslopeCapital]

Execs buying $35mm of stock in close coordination with each other - when they already own ~$2bn each - is not a signal

[M.Thörn @Contrarian2002]

@AbcpokerBI Boliden har ju ingen stark huvudägare och du får exponering mot allt du nämner. Men då får du ju bolagsspecifik risk :)

[M.Thörn @Contrarian2002]

@KarlLans Har inte EU/USA för djupa ekonomiska band för att dom jämförelserna ska vara relevanta i just det här fallet?

[M.Thörn @Contrarian2002]

@EkonomiGabriel Utöver att dom producerar produkterna wegovy/ozempic i USA så har dom ju ett undantag från tariffer i och med läkemedelsuppgörelsen med administrationen.

[M.Thörn @Contrarian2002]

@WealthyReadings That would be unwise to by this administration to escalate the situation more publically. They seem to forget that EU owns 20% of outstanding US debt..

[M.Thörn @Contrarian2002]

@bl_capitalmgmt @Kacper_PK_CH They have tariff exemptions. + The product is made in the US.

[M.Thörn @Contrarian2002]

@Pablo01618 $NVO has tariff exemptions so they should be good.

[M.Thörn @Contrarian2002]

@investseekers I mean is TACO still a thing in this? Cryptos does not seem to react, should mean something until a response from the EU.

[M.Thörn @Contrarian2002]

Closing out my $LLY long position here to buy $NVO instead. Massive upside for $NVO as consumers switch to a cost effective GLP-1 pill set to conquer market share in a high inflationary environment. Where consumers chase dollar saving opportunities.

[M.Thörn @Contrarian2002]

This years no brainer gainers $MU Incredible upside here 100-150% just from supply side preassure.
Secondly $NVO Which is set to dominate the GLP-1 Pill market which will explode from high inflationary environment where consumers try to save money. Price target =120 dollar/Share

[M.Thörn @Contrarian2002]

@itsjefflon @realjohnskogman @jack_paulsson Han var ju med i DI vid något tillfälle och då menade ju journalisten att de hade fått ta del av ett av hans konton som bevisade avkastningen. Men det går väl att fabricera?

[Hamid @hamids]

Some super-simple math on $MU:

- It's expecting $18.7 Billion revenue THIS quarter
- $8.10 per share of profits (EPS)

assuming -0- growth until 2027, that gives them:

- $74.8 Billion Revenue run-rate
- $32.40 of EPS

They say their entire 2026 capacity is sold-out. So unless:

- They are lying
or
- They simply can't deliver for some unforeseen reason

This is CONSERVATIVELY a 30 (PE) x $32.40 (EPS) = $972 per share stock in just 1 year. That's a 180% upside potential based on EXPECTED revenue and profits! Seems kind of crazy.

This is my OPINION. Not investment advice. BUT, I'd love to know why I'm wrong. I feel like I haven't seen such an obvious opportunity on the market for a while, so even *I* am a little skeptical of this insane opportunity.

WHAT. AM. I. MISSING!?

[M.Thörn @Contrarian2002]

@StockMKTNewz This is why forward projections based on historic data is usually wrong. This would entail that nothing has changed regarding the Tesla brand and the market conditions regarding EV credits and so forth.

[M.Thörn @Contrarian2002]

@BoringBiz_ This is an easy call to make considering what has happened to Gold and Silver. If he did predict the gold and silver rally before this, i think it´s more impressive but he did not.

[M.Thörn @Contrarian2002]

@plantmath1 Why RKT and not Zillow?

[Trevor Scott @TidefallCapital]

The infamous Buffett Barron's article on Dec 27, 1999 after Berkshire had underperformed just before the tech bubble burst. $BRK