Newmoon Capital

Credit | Ex-L/S, PE

[Newmoon Capital @NewmoonCap]

1/
I believe $ENR.de could generate 20B EBITDA in in 2030, which puts the stock at 6x 2030 EBITA and 4x after FCF.

Siemens Energy: The Art of the Possible https://t.co/IwV7etehlM

[Newmoon Capital @NewmoonCap]

@gkamstra is this the first ever pre-ipo beat and raise

[Newmoon Capital @NewmoonCap]

@NegativeAlp Bro you said your parents cried when you broke the news man. Why you twisting words here lol

[Newmoon Capital @NewmoonCap]

Thanks all the dm for asking whats with @NegativeAlp. Dont worry about it. I have already spoke to him in private, and truth is he is going through a hard time. He came out gay and his parents couldn't take it. I forgive him for the acts he did so far.
All good guys.

[Negative Alpha @NegativeAlp]

Tomorrow is @NewmoonCap ‘s Super Bowl. ENR 2030 here we come!

[Newmoon Capital @NewmoonCap]

@s_nav123 JFC MAN.

[Newmoon Capital @NewmoonCap]

Max asked some solid Q this quarter. kudos.
But man, Vlad from barclays is just pure retarded. Is this guy a UG? wtf

[Newmoon Capital @NewmoonCap]

@realKunalAShah anyway doesnt matter haha. $gev didnt note this at all during its q3 and they are booking through 2031. so the slots are already reallocated

[Wall St Engine @wallstengine]

Siemens Energy +7% as power demand from AI data centers and broader electrification boosts orders for gas turbines and grid equipment.

It targets 12%-14% annual revenue growth through 2030 and 20%-22% profit margins, up from 12.4% in FY26.

It announced €9B more in buybacks.

Profit before special items more than doubled to €5.5B in FY26, while its order backlog reached a record €164B, up 18.2% YoY.

The new buyback comes on top of an existing €6B program.

CEO Christian Bruch pushed back on AI bubble concerns, noting that less than 10% of Siemens Energy's backlog is tied to data centers, with demand extending well beyond the AI buildout.

[Newmoon Capital @NewmoonCap]

@thsottiaux bro. I need OAI ARR to accelerate + margin not falling off the cliff. Please no more resets

[Newmoon Capital @NewmoonCap]

@WaterworldCapi1 @EllliotttB Amusing

[Newmoon Capital @NewmoonCap]

@dalibali2 Better make sure you dont need the other party anymore though.

[Newmoon Capital @NewmoonCap]

@gkamstra 😭

[Newmoon Capital @NewmoonCap]

Redbox

[Matt Harney @SaaSletter]

🆕 Anthropic $ANT IPO Roadshow (57 slides) available on RetailRoadshow:

https://t.co/WpqmHNGSlK

[Newmoon Capital @NewmoonCap]

@ikenknot

[Newmoon Capital @NewmoonCap]

Whats with cafes in Australia closing at 3pm

[Newmoon Capital @NewmoonCap]

@AmphetaminesLOL @rbowr17 open at 9 close at 10. thereabouts

[Newmoon Capital @NewmoonCap]

@rbowr17 u guys ever been to korea lol. U close at 3 you are done man

[Newmoon Capital @NewmoonCap]

if nvda is down 30, neoclouds are down 60 or more. easy

[Dan Ives @DivesTech]

We believe if Jensen was removed as CEO, Nvidia is worth a lot less (25%-30%) as a company/stock and would change the future direction of the company and create a dramatically different competitive environment around AI GPUs globally especially for China. ~15% chance he removed (as of now) in our view

[Newmoon Capital @NewmoonCap]

@dalibali2 @ItsRealAlec OH SMART ALEC KNEW IT ALL DIDNT HE?.
GAYYY