Niklas B

[Niklas B @BarniNiklas]

@alojohhardcore Many CEOs and business people pretend to do everything for humanity, he just lifts this narative to the next level

[Niklas B @BarniNiklas]

@alojohhardcore At least he has got real ambition in his life, although many people will get left behind or even get damaged by his goals.

Most people haven‘t got any kind of real goals.

All in all I think it is net beneficial that he exists

[Niklas B @BarniNiklas]

@alojohhardcore Seems logical.
For people like me and you, who are heavy leveraged and allocated in MU, would you deleverage a bit to offset risk of weak next 1-3 months and to have „dry margin“ to releverage on weakness again, or just hold?

In your article you say hold, but also if highly lev?

[Niklas B @BarniNiklas]

@alojohhardcore How do you see the relation to most of our tech/semi heavy portfolios?

As the market multiple has rerated to the downside and could fall further, depending on oil, how much could rate expectations continue to bring MU, Oracle, etc down?

MU, orcl, nvda, xpev… are already cheap

[Niklas B @BarniNiklas]

@alojoh @Keep_lt_Simple Could you explain this „margin“ thing a little more detailed? Is that also possible in germany?

[Niklas B @BarniNiklas]

@alojoh @alojoh Do you have that kind of business-case for a longer time period? Would be interested in your targets for 2026-2030 ! Greetings from Germany

[Niklas B @BarniNiklas]

@elonmusk @elonmusk The main question is: When?