Turtleneck

Slow learner 🐢 Investor focusing on the Japanese market 🇯🇵💴💹

[Turtleneck @Slowlearnerr]

I really believe the new "gold mine" will be anti drone technology. Short thread on why and what I’m betting on (hint EOS)⚡️:

[Turtleneck @Slowlearnerr]

@GearoidReidy So even more sugar 🤮

[Turtleneck @Slowlearnerr]

YEN/USD keeps getting tested at the breakpoint level of 160. Are we witnessing a perfect storm?

[Turtleneck @Slowlearnerr]

@dadsweb67 Have had the Helite turtle 2 as my go too airbag. Now time for a new one, think I'll keep sticking to manual triggered ones. This can be useful https://t.co/rGdwQ1dSil

[Turtleneck @Slowlearnerr]

@dadsweb67 I never cheap out on gear. I dont care if its a "bad value". I got one life and thats it!

[Turtleneck @Slowlearnerr]

@_GlobeObserver No crying in the casino

[Turtleneck @Slowlearnerr]

@kjnkjp What is your take on suppliers like Iwatani 8088?

[Turtleneck @Slowlearnerr]

Is China being cornered so badly from US with Venezuela, tariffs, Iran etc that it's feeling "forced" to do something? Building up some cash.

[unusual_whales @unusual_whales]

Taiwan reports large-scale Chinese military aircraft presence near island, per POLITICO

[Turtleneck @Slowlearnerr]

@60Minutes Very shallow DD on this topic. Could have named Electro optic systems (EOS) who already has received an export order of a 100kW system to the Netherlands (NATO member) and is ITAR-free. $EOS.AX

[Turtleneck @Slowlearnerr]

@AltayCapital Well deserved. Not acting acordingly to the best intrest of shareholders and just sitting on a pile of cash years after years.

[Turtleneck @Slowlearnerr]

@LongTechCapital @CKCapitalxx Really depends on what market you want to be in US or non-US. EOS is active in the US but via RWS. LASR is ITAR restricted so it will never be exported. EOS is ITAR-free and can be exported wherever in the world.

[Turtleneck @Slowlearnerr]

Wow, semi:s stocks finally cooling down from the recent valuation. I'm out since last week and looking to buy in again if the valuation gets attractive.

[Turtleneck @Slowlearnerr]

And there we go another rally for the day +11%. Earnings comming out later today!

[Turtleneck @Slowlearnerr]

Have been adding 4186 - TOK to the portfolio. Great dominance in the semiconductor photoresists field.

[Turtleneck @Slowlearnerr]

Here we go, its Swedish snus time in Japan. Japan Tobacco ¥.2914

[日本経済新聞 電子版（日経電子版） @nikkei]

JTが「オーラルたばこ」国内発売、煙・においなし　潜在客600万人
https://t.co/OKtxiC4hWl

[Turtleneck @Slowlearnerr]

@CacheThatCheque Been there, it was decent not very impressed. Also warm af despite being in the winter.

[Turtleneck @Slowlearnerr]

@OAJonsson Finns laser som har kapacitet att skjuta ner drönarsvärmar. Kostnaden är försumbar (el) och "oändligt" med ammo. Nederländer har redan lagt en beställning på ett sådant system. Självklart är det ett komplement till övriga system, då verkningsgraden sjuker vid dåligt väder m.m

[Turtleneck @Slowlearnerr]

@MaestroInvest Yes, kört tidigare Honda och Aprilia. Sneglar på en Yamaha till våren alt Honda igen (sport/naken) 🏍️

Kom ihåg inga ankfötter och långt ut med blicken. Kör snyggt! 👍

[Turtleneck @Slowlearnerr]

@WarMonitor3 Time to deploy laser weapons to shoot down drones. Almost 0 cost and infinite amout of ammo.

[Turtleneck @Slowlearnerr]

Countries will be more or less FORCED to have anti-drone defence around critical infrastructure. The modern warfare is asymmetrical.

[WarMonitor🇺🇦🇬🇧 @WarMonitor3]

Video of damaged Kuwaiti airport after Iranian drone strikes.

[Turtleneck @Slowlearnerr]

Once again the money won't be in drone tech, but in ANTI-Drone defence.

[Turtleneck @Slowlearnerr]

Loaded up some more on EOS in the recent dip. Still believe that the company looks promising. However valuation on the higher side.

[Turtleneck @Slowlearnerr]

@NordnetAxel Få har koll på den Japanska halvledarmarknaden. Enda som snackas om är antingen hur efter de ligger eller bara om ASML, TSMC osv. Men man har missat att flertal av bolagen där har i vissa fall monopol/duopolställning inom halvledarnischer.

[Turtleneck @Slowlearnerr]

@CacheThatCheque Feels like the opportunites in the JP-market keeps popping up every day. Almost too much to choose from.