Patrick Schulze 🇪🇺

Trevni syawla; always respect the market; Europoor

[research2discovery @R2Discovery]

💥💥💥 Boom, Ceotronics $CEK receives now order €12.5 from *European customer in the defense industry* Means $CEK is ramping up now volumes for new NATO army and this is not only Germany anymore. Ridicolous 6x EBIT. I expect now rest of the fund overhang to be cleaned up very fast.

[OlivierColombo @OlivierColombo]

$LEAT crushes numbers again !!!
•    First quarter 2026 revenues were $19.51 million, up 27%, compared to the 2025 first quarter.
•    First quarter 2026 net income was $1.77 million, up 58%, compared to the 2025 first quarter.
•    Revenue growth in all major product categories.
•    Consumer direct sales increased 49%, compared to the first quarter of 2025.
•    Cash flow generated by operations was $4.55 million.
•    Cash, cash equivalents and restricted cash increased 30%, to $17.19 million.

[research2discovery @R2Discovery]

I genuinely don’t understand the German investors panicking over Ceotronics $CEK today because of a weaker Q1 (that should be offset by stronger Q2...) and elevated expectations around Rheinmetall $RHM. In Ceotronics’ case, there are hardly any excessive expectations priced in, and the company is trading at roughly 8x EBIT, not 37x. But I guess that’s the reality of today’s Mr. Market — driven more by algorithms and single headline trading than fundamentals.

[Patrick Schulze 🇪🇺 @PatrickMSchulze]

@topsecretstocks @Bitcoin_Burns @elonmusk hahahahaha

[Patrick Schulze 🇪🇺 @PatrickMSchulze]

@topsecretstocks @Bitcoin_Burns @elonmusk Immerhin steht er im Gegensatz zu dir dazu.

[Patrick Schulze 🇪🇺 @PatrickMSchulze]

@topsecretstocks @elonmusk Niemand hat so nen Kleinen wie Musk-Fanboys ("Kleinen" großgeschrieben)

[Patrick Schulze 🇪🇺 @PatrickMSchulze]

@topsecretstocks @elonmusk Das ist aber schade, da habe ich sicher viel verpasst :)

[Patrick Schulze 🇪🇺 @PatrickMSchulze]

@topsecretstocks @elonmusk Du verteidigst Musk gegen die „Hater“ denen du Neid unterstellst. Daher bist du entweder dumm, oder hast die gleiche Gesinnung wie dein großes Vorbild

[Patrick Schulze 🇪🇺 @PatrickMSchulze]

@topsecretstocks @elonmusk Was treibt dich dazu an einen rechtsradikalen Irren zu verteidigen? Bist selber einer?

[Patrick Schulze 🇪🇺 @PatrickMSchulze]

@FrehrInvest @R2Discovery Hi, I would be interested in the meeting notes as well! Would highly appreciate if you could send me a DM!

[Patrick Schulze 🇪🇺 @PatrickMSchulze]

@Ben_ValueInvest @ketchupshares Same

[Patrick Schulze 🇪🇺 @PatrickMSchulze]

@R2Discovery Yes. I expect AI companies will eventually offer more and more of those systems / orchestration tools themselves. But the real value will be in building and orchestrating specialized tools that also have proprietary data access. Switching costs for those workflows will be high.

[Patrick Schulze 🇪🇺 @PatrickMSchulze]

@FelixSchreibe13 @MohnishPabrai Also had a high opinion of him previously, but changed my mind. Liked Dhandho Investor as well.

[Patrick Schulze 🇪🇺 @PatrickMSchulze]

$NOW.V getting very cheap here. Very bullish on AI Consulting in the coming years.

[Patrick Schulze 🇪🇺 @PatrickMSchulze]

@Fin_Eng_Net @evfcfaddict Btc sucks! Hope it goes to 0! :)

[Patrick Schulze 🇪🇺 @PatrickMSchulze]

@sardine_trader_ @OtterMarket I just asked Gemini Deep Research to go through a list of 20 Swedish microcap stocks and filter all that reported positive net income in the most recent quarter (no other criteria). It found only 1 out of 5. How can such a tool be of any use for this task? What did I do wrong?

[Patrick Schulze 🇪🇺 @PatrickMSchulze]

@evfcfaddict $now.v