Jean-Paul Lucat

Empathie de vous accompagner dans vos projets du bien immobilier Enthousiasme de vous fournir des conseils pour vous entourer des meilleures garanties

[Crypto Rover @cryptorover]

🚨 ASIAN MARKETS ARE BLEEDING.

Around $1.5 TRILLION was wiped out from Asian stocks today.

🇯🇵 Japan: ¥61.6T erased
🇰🇷 South Korea: ₩556T wiped out
🇹🇼 Taiwan: NT$7.4T gone
🇨🇳 China: ¥2.1T+ erased
🇭🇰 Hong Kong: HK$848B wiped out
🇮🇳 India: ₹4T erased.

Almost every major Asian market is crashing.

[Alain Pitous @AlainPitous]

Un précédent qui pourrait entraîner pas mal de changements à moyen long terme : Les États-Unis envisagent d'utiliser jusqu'à 100 Mads $ d'actifs iraniens gelés pour reconstruire les pays du Golfe touchés par les attaques de Téhéran.
Les européens vont vouloir faire la même chose concernant les actifs russes gelés pour la reconstruction de l'Ukraine.
Il va y avoir du sport.

[Bloomberg @business]

Nvidia CEO Jensen Huang calls the global tech stocks selloff that began last week a buying opportunity, saying the buildout of AI has just begun https://t.co/ILsVRnhhne

[Jean-Paul Lucat @jpl368]

@AlainPitous Vendre pour acheter SpaceX 😁

[Elon Musk @elonmusk]

True

[Open Source Intel @Osint613]

Oh Wow.

Trump ended an interview with NBC's Kristen Welker mid-conversation in Wisconsin, calling her a liar to her face before walking off.

Trump: "The elections are like a 3rd world country. You're Crooked...let's call it Quits . I've had enough."

Welker asked him to stay, saying she had traveled to Wisconsin for the sit-down.

Trump: "I've sat in the rain with you for an Hour! I've given you enough time. You ought to straighten out your press. You know what? A country can never be great with a dishonest press. Let's GO."

[The Franck - Capital Bear Stacker @FEVRIERFranck]

Hodl… ;-)

[Eric Daugherty @EricLDaugh]

🚨 OMG. President Trump CUTS OFF and WALKS OUT of a Kristen Welker interview

He looks her in the eyes and tells her SHE'S A LIAR, then storms off!

"The elections are like a 3rd world country. YOU'RE CROOKED...let's call it QUITS. I've HAD ENOUGH."

WELKER: Please, I traveled all the way to Wisconsin!

TRUMP: "I've sat in the RAIN with you for an HOUR! I've given you enough time. You ought to straighten out your press. You know what? A country can never be great with a dishonest press. Let's GO."

WELKER: *Whines*

BEST PRESIDENT EVER 🔥🔥🔥

[CNN Breaking News @cnnbrk]

An earthquake of magnitude 7.8 struck Mindanao in the southern Philippines, according to the United States Geological Survey. https://t.co/u5j95IxQ4A

[Mario Nawfal @MarioNawfal]

🇵🇭🇯🇵 Footage of a collapsed building in Gensan, Philippines, following the recent earthquake of about 8.0+

In addition to that, tsunami warnings are being issued for the entire region

Source: GeoPolitics Watch (Telegram) / Writer: Oliver

[Bitcoin Teddy @Bitcoin_Teddy]

BULLISH: TRUMP DROPS BOMBSHELL ON BTC

“I got into Bitcoin before my second term inspired by my kids, it’s a big win for America.
If we didn’t have Bitcoin, China would have taken it. Not on my watch.”

Why this matters:
• Recent President publicly endorses BTC
• Positions Bitcoin as geopolitical asset vs China
• Sparks institutional & retail FOMO

Bottom line: Trump isn’t just talking.
He frames Bitcoin as a national priority and the market is listening.

[Jean-Paul Lucat @jpl368]

Be careful and take care

[Mario Nawfal @MarioNawfal]

🇵🇭 DEVELOPING: A major earthquake (reported between 8.0 and 9.0 magnitude, figures still fluctuating) has reportedly struck off the coast of the Philippines

A Tsunami warning followed for the region

Keeping you posted

Source: @AZ_Intel_, National Tsunami Warning Center / Writer: Oliver

[Fox News @FoxNews]

War Secretary Pete Hegseth says President Trump is committed to securing a deal that ensures Iran never obtains a nuclear weapon, adding the U.S. is prepared to act if negotiations fail.

[Shay Boloor @StockSavvyShay]

“The market is in such a bubble.”

Yet here are the 2027 earnings multiples for some of the largest companies in the world:

• $ORCL ~26x
• $AMZN ~25x
• $GOOGL ~25x
• $MSFT ~22x
• $NOW ~22x
• $AVGO ~20x
• $TSM ~19x
• $DELL ~19x
• $NVDA ~16x
• $META ~16x
• $CRM ~12x
• $SNDK ~9x
• $MU ~8x

[Jean-Paul Lucat @jpl368]

Bravo 🍾

[Tesla Aaron L @TeslaAaronL]

Jensen dancing with his wife in Taiwan.

家和萬事興 — as the saying goes, “When the family is in harmony, everything prospers.” Success isn’t only about business—it’s also about family, love, and support.

[Shay Boloor @StockSavvyShay]

SEMICONDUCTOR STOCKS BY PEG RATIO

PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone

Here’s how they stack up:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC ~2.2x
• $LRCX ~2.2x
• $KLAC ~2.0x
• $AMAT ~1.7x
• $ASML ~1.7x
• $ANET ~1.7x
• $TSM ~1.2x
• $LITE ~1.1x
• $COHR ~1.0x
• $CRDO ~0.9x
• $NVDA ~0.8x
• $AMD ~0.7x
• $AAOI ~0.7x
• $MRVL ~0.6x
• $ON ~0.6x
• $AVGO ~0.6x
• $SNDK ~0.4x
• $MU ~0.4x

[Massimo @Rainmaker1973]

The Formidable Two, Normandy Veterans at Colleville-sur-Mer for the 82nd anniversay of D-Day.

100 year old Ken Hay and Henry Rice.

[Shay Boloor @StockSavvyShay]

This is Peter Lynch’s favorite metric and I like it too because it ties valuation to growth. I prefer using a 2026 to 2028 window so the multiple adjusts for how fast the business is actually compounding.

For example $AMD may trade at ~54x forward earnings but earnings are expected to grow from $5.43 in 2026 to $16.24 in 2028 implying a ~73% earnings CAGR and a PEG of ~0.7x.

[Sophie Pedder @PedderSophie]

D-Day commemoration, Omaha Beach, June 6 2024

Zelensky arrived, the crowd applauded. And then this happened:

🇺🇸 veteran: You’re a saviour of the people

Zelensky: No, no, you saved Europe

🇺🇸 veteran: My hero

Zelensky: No, you are our hero

🇺🇸🇫🇷🇺🇦

[Fox News @FoxNews]

Newly released video by U.S. Indo-Pacific Command shows American forces intercepting the MT DAVINA in the Indian Ocean as part of a "global maritime enforcement to disrupt illicit networks and interdict vessels providing material support to Iran."