Chris Gruner

Hey, this is Chris from Germany/Saxony.
You're facing a retail investor with a concentrated portfolio of maximum 15 different stocks with a total return focus.

[Chris Gruner @grunerch]

@DepotTagebuch @traderepublic IMMER am 02. den Monats!

[Chris Gruner @grunerch]

@LegacySiu Higuain

[Chris Gruner @grunerch]

@CapexAndChill Sorry for the stupid question, but from which presentation do this slides come from?

[Chris Gruner @grunerch]

@davey_juice Margins will be under stress the whole year 2026 and maybe also the first half of 2027. A position in $MELI could be dead money for this time frame.
But for long term oriented investors, this is a great time to accumulate the position.
One can expect higher margins in 2-3 years.

[Chris Gruner @grunerch]

$KSPI
$SE
$NU

[Earnings Whispers @eWhispers]

#earnings for the week of May 11, 2026

https://t.co/My2Eq16qS8

$HIMS $NBIS $CRCL $ASTS $ONDS $QBTS $NU $FIG $PLUG $CEG $RGTI $AMAT $B $OKLO $BN $MNDY $ENVX $MARA $CSCO $BW $BABA $KOPN $MOS $KLAR $UMAC $KRMN $ACHR $USAR $AG $MVST $CLSK $VG $GPRO $CGBD $XGN $AQST $CRON $ITRG $FSK $DDD $ASM $ELMD $DT $SE $EOSE $VFF $ONON $ALCO $CPRX $QUBT

[Chris Gruner @grunerch]

@projekt100x Hat sich nicht gelohnt gestern.

[Chris Gruner @grunerch]

@wolfofharcourt

[Chris Gruner @grunerch]

@MDuprau75775 @FluentInQuality If this happens I'm gonna add to my position.
My expectations before earnings is already to see the stock tanking.

[Chris Gruner @grunerch]

@realroseceline Your net margin estimate for 2030-2032 ist at 18-22 %? Do I understand you correct?

[Chris Gruner @grunerch]

$UBER
$MELI

[Earnings Whispers @eWhispers]

#earnings for the week of May 4, 2026

https://t.co/My2Eq16qS8

$PLTR $AMD $SHOP $LITE $COHR $ANET $APP $AFRM $OXY $DVN $GILD $FN $MCK $DOCN $ALSN $CGNX $OUST $ADCT $VNOM $AEP $MPC $GCT $CVE $DVA $AEIS $ABNB $DD $WMB $BUD $EXPE $CF $PSTL $ICHR $DAVE $ADEA $PLOW $WBI $WPM $HSBC $HRTG $RPAY $LFUS $ECG $IPGP $SHC $MATX $NJR $ALGM $MAR $SARO

[Chris Gruner @grunerch]

@Tiefseher https://t.co/DSNtOf6aOi Shelly Group 🥳☺️

[Chris Gruner @grunerch]

@Tiefseher Wie sourcen in Asien bei mir in der Firma (auch Südostasien) und die Reedereien fahren seit mehr als 12 Monaten bereits über Südafrika (Kap der guten Hoffnung). Die Krieg ändert rein gar nichts an den Transitzeiten v. Containerschiffen.

[Chris Gruner @grunerch]

@Barchart like in simple every month
stop telling people that rubbish currencies devaluate compared to USD
turkish lira, indian rupee and argentinian peso lose devaluate every month - this is no HEADLINE!!!!

[Chris Gruner @grunerch]

@theepicmap looks like Trogir!

[Chris Gruner @grunerch]

@finance_schmidt @SLuckymotion outstanding!

[Chris Gruner @grunerch]

Top holdings:

3673.T 🇯🇵 (+ 22,7 %) cc
$NU 🇧🇷 (- 14,2 %)
$MELI 🇺🇾 (- 14,2 %)
https://t.co/2zkrIre689 🇬🇷 (- 12,8 %)
$SE 🇸🇬 (- 35,5 %)
https://t.co/DSNtOf6aOi 🇧🇬 (- 17,6 %)
TXT.MI 🇮🇹 (- 2,8 %)

2/2

[Chris Gruner @grunerch]

Q1 2026 feels pretty dismotivating so far. Good results of portfolio companies are not getting rewarded in my eyes due to geopolitical circumstances.

1/2

[Chris Gruner @grunerch]

Q1 2026 feels pretty dismotivating so far. Good results of portfolio companies are not getting rewarded in my eyes due to geopolitical circumstances.

1/2

[Chris Gruner @grunerch]

I ended up in 2025 with + 23,7 % which is way better than my benchmark. The MSCI World made only 7,9 % on euro basis. Unfortunately my portfolio was pretty flat in the second half of the year.
The year was exposed to strong currency fluctuations.
Weak yen and strong euro.

1/2

[Coin Bureau @coinbureau]

⚠️GOOGLE SAYS A QUANTUM ATTACK ON BITCOIN TAKES JUST 9 MINS WITH A 41% SUCCESS RATE

Google's quantum team now says cracking Bitcoin may require less than 500K qubits, far below the “millions” once assumed.

Research suggests an attack could take 9mins, faster than a typical 10-min block confirmation, giving a 41% success rate.

Google now flags 2029 as a key deadline to upgrade Bitcoin’s cryptography before quantum becomes a real threat.

[Barchart @Barchart]

U.S. Dollar share of global foreign currency reserves have fallen to its lowest level this century 🤯📉👀💸

[FluentInQuality @FluentInQuality]

$MELI is dominating the industry.

Every so slightly, they're stealing market share from competitors.

Very bullish on $MELI