Wolf of Korso

$SNAP

[Wolf of Korso @WolfofKorso]

@vontuchman Löytyykö salkusta vielä $SNAP?

[Wolf of Korso @WolfofKorso]

$TOYO Aurinkoenergiaa salkkuun☀️

Osake treidaa forward p/e 2

[Wolf of Korso @WolfofKorso]

$ZAL market cap is roughly the same as in 2014 while revenue grew from $2.8B to $14B

Also think that Zalando will benefit from AI

[Wolf of Korso @WolfofKorso]

$BAK bottom is in?

[Wolf of Korso @WolfofKorso]

New position $ZAL

[Wolf of Korso @WolfofKorso]

$WW is oversold. Bounce coming soon

[Wolf of Korso @WolfofKorso]

@IrenicCap 💯💯💯

[Wolf of Korso @WolfofKorso]

💯💯💯

[Irenic Capital @IrenicCap]

Some thoughts on Snap: https://t.co/DquXxePbRw

[Wolf of Korso @WolfofKorso]

$SNAP trading at lowest price to sales ratio ever.

[Wolf of Korso @WolfofKorso]

When $SNAP?

[Long River Holding @longriverCM]

Meta, $META, is planning sweeping layoffs that could affect 20% or more of the company, per Reuters

Meta isn’t literally firing everyone because AI can do their job.

Many roles being cut are in non-core, operational, or legacy areas—think marketing support, program management, and older product teams.

The AI angle comes in two ways:

1. Automation of processes: internal tools, content moderation, ad optimization, and analytics can increasingly be handled by AI.

2. Shift in headcount mix: more engineers and AI specialists, fewer roles that AI can partially automate.

Think of it as trading human labor for compute and AI talent. Not replacing people with AI one-to-one, but shifting the workforce to what drives future growth.

[Wolf of Korso @WolfofKorso]

$ODD doubled my small position and will keep adding around these levels.

Beat Q4, but Q1 guidance (-30% revenue) was hit by a third-party ad bug.

Stock looks very cheap if growth resumes in 2027.

I think this sell-off is a gift for long-term investors.

[Wolf of Korso @WolfofKorso]

Thinking about buying some $HFG LEAPs

[Wolf of Korso @WolfofKorso]

There are levels to this game

[Serenity @aleabitoreddit]

I happened to own every single top individual stock performer this year:

From $AXTI and $AAOI in photonics.

To $SNDK and SK Hynix in memory.

To Nittobo, Macronix, and Unimicron for Asia Bottlenecks.

All triple digit returns in 2 months.

Year to Date: 501.38%

Just lucky I guess?

[Dylan Marrello @ragingbullcap]

$XYZ the first domino to fall. You probably want to own some tech companies with a bloated comp expense that don’t face existential AI risk…

$snap 👀

[Wolf of Korso @WolfofKorso]

$PERI Ad tech company.

Share price: $8.64
Market cap: $350M
Revenue: $440M
EPS: $1.10
Cash: $315M
FCF: $20–30M
$200M buyback in progress

Why it's trading so cheap??

[Wolf of Korso @WolfofKorso]

$OSCR: Buy in the low teens, sell at $20+

[Wolf of Korso @WolfofKorso]

@MontanaMatos $PINS chart looks interesting at these levels

[Wolf of Korso @WolfofKorso]

@avsprashant19 $7.4

[Wolf of Korso @WolfofKorso]

$Snap went public in 2017 at a $24B valuation

Valuation today: $8.8B

Revenue since 2017: $400M → $6B

[Wolf of Korso @WolfofKorso]

$ZAL looks very interesting at these levels