Martine D'Hondt

Respect and dignity are my keywords. Truth and curiousity are my drive. Cosmopolitan humanist for ever.

[Martine D'Hondt @martine2_d]

@nexta_tv @DavidCriekemans This is war communication, “zelensky says”, verification ?

[Martine D'Hondt @martine2_d]

@torfsrik Sportidolatrie ?! Heerlijke passage ! Brood en spelen …😂

[Martine D'Hondt @martine2_d]

@torfsrik Mentale autonomie is cruciaal en dient gebaseerd te zijn in een maatschappelijke organisatie die gelijkheid van KANSEN aanbiedt. Hoe dit ingevuld wordt, is een kwestie van talenten, voorkeuren, interesses en ambitie.

[Martine D'Hondt @martine2_d]

@torfsrik Fijn dat er eindelijk eens tegengas komt op dat opgedrongen gelijkheidsgevoel ! Vraag is immers ook wel “gelijk” vandaag de toon zet ? Het “gelijk” van woke Vlaanderen dat zich elitair het recht op ethisch denken toeëigent ?

[Martine D'Hondt @martine2_d]

@leenders_geert @torfsrik “Een door financiële elites gedomineerde Vlaamse samenleving” ? Hm, als ik zie wie doorslaggevende beslissingen vandaag als minderheidspartij de politieke beslissingen stuurt, dan bedoeld u met financiële elites waarschijnlijk de links progressieven ?

[Martine D'Hondt @martine2_d]

@mazemoore @elonmusk Europe even has not the courage to name the problem: Na de Gentse vechtpartijen: wie zit achter het geweld?
https://t.co/ZzpsRLbHGS

[Martine D'Hondt @martine2_d]

@mazemoore @elonmusk People like the head of The Economist should descend from their ivory tower and “enjoy” daily expercienes and life of “ normal” people.

[Martine D'Hondt @martine2_d]

https://t.co/F94DR5IW17 The US and China are quietly advancing a $30 billion reciprocal tax reduction framework, a significant trade development that has garnered zero attention in Western media.

[SemiAnalysis @SemiAnalysis_]

We believe the following signals a stronger upcycle ahead: order visibility extending into 2028, management turning pre-emptive on capacity expansion, like-for-like price increases on the table, DUV immersion shipments reaccelerating, and sustained growth of the upgrade business. (2/3)🧵

[Martine D'Hondt @martine2_d]

@BeuvingJordy Outlook marge q3 dalend door productmix. Dan toch minder orders nieuwste hybrid bonding machines ?

[Martine D'Hondt @martine2_d]

@OverlyTrev @nonkelpier Protectionism is not at the advantage of customers, not even of companies at the long term. Stimulate r&d, creativity, healthy competition,… Government should only look after good infrastructure, stable investing climate and less legal limitations and procedures.

[Martine D'Hondt @martine2_d]

@SebAaltonen @RnaudBertrand I agree ! I actually think distillation IS NOT illegal. I remember same legal discussion with Deepseek. All models do this !!

[Martine D'Hondt @martine2_d]

@BHolmesDev @elonmusk I agree. I switch between Grok, Gemini, ChatGPT, Claude and often compare results. Grok is definitely at least competitive with the others ! Access to extensive data from x is an added value, especially regarding financial markets ! Very interesting results !!!

[Martine D'Hondt @martine2_d]

@elvermo Niet onbelangrijk (en nieuw voor mij):

[Martine D'Hondt @martine2_d]

@BeuvingJordy What to think about this: 87% of net income comes from unrealized gains in equity securities (Anthropic, SpaceX) ? Does this mean only 13% of net income comes from Google business ? Is this the right understanding ?

[Martine D'Hondt @martine2_d]

@BeuvingJordy Decent growth of about 30% if equity securities not taken into consideration.

[Martine D'Hondt @martine2_d]

@BeuvingJordy What to think about this: 87% of net income comes from unrealized gains in equity securities (Anthropic, SpaceX) ? Does this mean only 13% of net income comes from Google business ? Is this the right understanding ?

[Charlie Bilello @charliebilello]

Google Q2 Revenues increased 24% YoY a new record high of $120 billion. Net Income increased 298% YoY to a record $112 billion, of which $98 billion (87%) came from unrealized gains in equity securities (SpaceX, Anthropic). Cloud revenue grew 82% YoY to a record $25 billion.

[Martine D'Hondt @martine2_d]

@aakashgupta Real mozzarella on a real thin Italian dough is the real stuff !!!! 👌👌👌

[Martine D'Hondt @martine2_d]

@elvermo Interessant draadje van @BeuvingJordy

[Jordy Beuving @BeuvingJordy]

The whole $GOOGL story in a nutshell

Operating leverage on cloud... massive

[Martine D'Hondt @martine2_d]

@BeuvingJordy How long could “temporarily” be, taken into account a capex of possibly reaching +200 billion in 2026 ?

[Martine D'Hondt @martine2_d]

@charliebilello European gaspipelines blown up or sanctioned, replaced by lng at 2x price. And additionally Iran war …