slayyyy

[slayyyy @TreboscPierre]

@smartmonkeyfx Nice merci, c’était bête désolé, merci pour ces réponses rapides. On hold et on va chercher de la perf ! 🚀

[slayyyy @TreboscPierre]

@smartmonkeyfx Elle est déjà à 30Mlrds de Mktcap non? désolé je suis novice sur cette entreprise, je veux bien connaître ta position sur le dossier. Merci

[slayyyy @TreboscPierre]

@tw_crypto_ Hold ? It’s amazing I bought at €4.73 ! What is your goal ?

[FP Blackbird @Frederi55284379]

$DELL en toute décontraction.
Blague à part c'est un acteur peu connu mais avec une véritable stratégie dans le Quantum computing.

[slayyyy @TreboscPierre]

@BourseWayne Moi aussi j’espère une correction intéressante afin de pouvoir recharger dessus ahaha, même chose pour Marvell, Micron, AMD, et toute la bande :) Seul Google et MSFT sont mes points fixe long terme. De vrai ETF à eux seul !

[slayyyy @TreboscPierre]

@BourseWayne Totalement d’accord avec le fait que le dossier NVIDIA n’est qu’au début. Très intéressant cette discussion. Je te souhaite de bien imprimer cette année aha! Et j’espère que nous sommes qu’au début de belles surprises ;)

[slayyyy @TreboscPierre]

@BourseWayne Ça tient la route. Je pense que les semi conducteur ce n’est que le début, la photonique également. Le spatial c’est très intéressant, et cela depuis plusieurs mois via $RKLB ou encore $ASTS Par contre, je reste convaincue que le secteur des semi, n’est pas fini. On verra bien :)

[slayyyy @TreboscPierre]

@smartmonkeyfx Content d’avoir $ASTS $RKLB $MU $AAOI $SIVE $MRVL $LPK en commun. Pour ma part j’ai en plus $FLY $VRT $AXTI et enfin $GOOG et $MSFT Déçu d’avoir rater le train $AMD…

[slayyyy @TreboscPierre]

@StockOptions888 Join

[slayyyy @TreboscPierre]

@StockOptions888 $MU

[SniperAlert @StockOptions888]

You know what

I’m restarting the $100 to $10,000 challenge.

I want everyone to have a fair shot at this.

Last time it took me about 5 days, will try to do it faster this time.

If you want to follow along, RT + comment “join” below

Going to lock comments in 24 hours

[Serenity @aleabitoreddit]

Win Semi (3105) is almost never mentioned in photonics analyst reports.

But they’ll probably show up as an important bottleneck for scaling lasers next year.

Glad to see Shunsin (6451) start picking up steam from my TW longs.

Foci (3363), MSSCorp (6830) should start getting some attention too imo after Computex / $NVDA conference next month.

Nextronics (8147), I personally kinda expect to 3x down the road.. once disposition is over.

5 of my favorite CPO exposure longs over in Taiwan, especially at current prices.

[Vfynn_🥷🏼 𐙚 @Vfynn_]

Arturo Vidal on the officiating controversies in Bayern Munich vs PSG across both legs, explaining why Bayern were “robbed” and breaks down the rules behind every controversial incident:

🗣️ “Everyone saw it. Don’t gaslight football fans and pretend this was ‘just bad luck’ for Bayern. Over two legs, the officiating was a complete disgrace. A club fights for 180 minutes at the highest level and then everything gets decided by inconsistency, politics, and fear of making decisions against PSG. People are tired of pretending this is normal.

First leg, Alphonso Davies handball. Explain to me how that is a penalty? The ball deflects off his thigh first and then hits the arm from close range. According to IFAB guidance, deflections at close distance with no reaction time are NOT supposed to be punished the same way as deliberate handballs. But suddenly VAR jumps in to help PSG? That decision changed the momentum of the tie immediately. If that’s a penalty, then defenders should just cut their arms off before entering the box.

Then in the Return leg, with Kane offside incident. This one is unbelievable. The assistant referee raises the flag early and the referee blows immediately before the attack even finishes. Modern officiating instructions are crystal clear:

if it’s tight, LET THE PLAY CONTINUE and check afterward with VAR. Everybody saw the replay, Kane was onside. Bayern were through on goal and the referee killed the attack because he guessed. Guessed! At this level! You cannot do that in a Champions League semifinal unless you are terrified of one team progressing.

And then Nuno Mendes. Already on a yellow card, clearly handles the ball to stop Bayern’s attack. By the laws of the game, stopping a promising attack with deliberate handball is a yellow card offense. So where is the second yellow? Where? Instead Bayern somehow concede a free-kick? Football fans are not blind. If that’s Bayern doing it against PSG, the red card comes out in two seconds.

Now let’s talk about João Neves’ handball in the box. This is where the corruption screams at you. The ball hits the arm inside the penalty area after the clearance situation and suddenly VAR disappears. No review, no consistency, nothing.

And then Luis Díaz gets booked for protesting after obvious contact that gets ignored. Imagine the arrogance. Players are getting punished for asking referees to do their jobs correctly. Instead of reviewing the challenge, they silence the complaint with a yellow card. That’s modern football now, don’t question the officials, even when they are deciding the tie.

Bayern didn’t lose this tie on football alone. They lost it to cowardly officiating, selective VAR intervention, and political favoritism. Europe should be furious because today it’s Bayern, tomorrow it’s another club outside the protected circle. The Champions League is supposed to be about merit, not about who has the strongest connections behind closed doors.”

[Vfynn_🥷🏼 𐙚 @Vfynn_]

🚨🗣️ Oliver Kahn on how Bayern Munich got “robbed,” pointing to a penalty incident on Joao Neves and a second yellow for Nuno Mendes not given:

“I’ve been in this game for decades, as player, captain, and now in the club and I have NEVER seen three clearer decisions ignored in one Champions League night. This wasn’t a football match, this was a robbery in broad daylight and every single Bayern fan knows it.

Let’s start with the Nuno Mendes incident. He’s already on a yellow card, everyone knows that. The ball comes in, and his arm is clearly out, there’s a clear handball. Now, we can debate intention all day, but the modern interpretation is about position and impact, and his arm is in an unnatural position blocking play.

That alone puts him in serious trouble. When you’re already booked, you simply cannot take that kind of risk. It’s basic football intelligence. That should be a second yellow card, no discussion. Instead, the referee looks at it and decides… nothing. No accountability, no consistency. So what are players supposed to think? That the rules change depending on the moment?

And then we come to the penalty situation, which for me is even more shocking. Vitinha clears the ball, yes but what happens next is the key point. The ball makes contact with Neves’ hand inside the penalty area. I keep hearing people say, ‘oh, it came off a teammate’, so what? Since when did that cancel out a handball?

The laws of the game don’t say ‘only if it comes from the opposition.’ A handball is a handball if it creates an unfair situation, and here it absolutely does. His arm is involved, the ball changes its path, and Bayern are denied a clear opportunity. At this level, with VAR available, how do you not give that?

And then, to top it all off, you book Luis Díaz for protesting? For reacting to a clear foul that isn’t given? So now we punish players not just with wrong decisions, but for showing emotion about those wrong decisions? This is unbelievable. You are asking players to be robots in moments where everything is on the line.

You cannot tell me Bayern Munich weren’t affected by this. These are game-defining moments. A red card changes everything. A penalty changes everything. Instead, both situations are ignored, and we’re left talking about the referee instead of the football. That’s a problem.

At this level, the Champions League, the biggest club competition in the world, you expect clarity, you expect courage, and above all, you expect fairness.

Tonight, we got none of that. And if this is the standard, then we have a serious issue in European football, because clubs invest everything to compete here, and they deserve better than decisions like these deciding their fate.”

[ludo @TopLu28__]

Et ça va commencer à venir nous parler de Bernard Tapie MDRRRRRRRR ce que Nasser a fait au football mondial dépasse tout entendement

[Sofiane @Soso9zb]

On a voulu nous faire croire qu’il y avait main de Laimer mdr

[ICE @ICE_PRONOS]

Comme je disait à l’instant sur le canal le scénario du match c’est tellement une dinguerie.. Liverpool aura manqué de réussite pour même pas tenir ce nul !

Ils ont dominé mais le PSG pardonne pas une action un but, frustrant le scénario j’ai suivi ma logique dommage.

NBA🇺🇸⬇️

[slayyyy @TreboscPierre]

@BourseWayne Très intéressant, merci pour cette échange.