They-made-the-world

Pro-life and moderately liberal.

[They-made-the-world @splashstarx]

🔥 Trump hosts Xi at the White House this week for their first face-to-face in Washington in a decade.

Read more: https://t.co/GIfj4AA0S8

#GlobalEconomy

[They-made-the-world @splashstarx]

BULL 30%: HK$780 (ad/gaming momentum, capex monetizes)
BASE 50%: HK$650 (steady core growth, buybacks continue)
BEAR 20%: HK$420 (regulatory or capex overhang)

Prob-weighted value: ~HK$651 | Stop: HK$400

Watch Q3 print Nov 18 for capex trend.

#Tencent #HangSeng #China

[They-made-the-world @splashstarx]

🇨🇳 Tencent Holdings (700 HK) — profit miss masks real strength.

Revenue: RMB204.8bn | PAT: RMB68.4bn | P/E: ~19x | Target: HK$650 | Verdict: BUY

INSIGHT: Ads +22%, games +17%, both accelerating — AI capex dragged profit below est. Buybacks call the stock dislocated.

[They-made-the-world @splashstarx]

BULL 30%: €235 (backlog converts faster, AI pays off)
BASE 50%: €209 (steady conversion, deals integrate on plan)
BEAR 20%: €155 (integration costs run hot)

Prob-weighted value: ~€207 | Stop: €160

Watch Sept investor days for FY26 detail.

#SAP #DAX #Europe

[They-made-the-world @splashstarx]

🇩🇪 SAP SE — trading near-term margin for a bigger AI/data bet.

Revenue: €6.3bn cloud | EPS: €1.89 | P/E: ~28x | Target: €209 | Verdict: BUY

INSIGHT: Cloud backlog +26% to ~€23bn beat, but FY26 profit guidance trimmed on Dremio/Prior Labs dilution.

[They-made-the-world @splashstarx]

BULL 30%: ₦190 (index flows + Q3 beat re-rate)
BASE 50%: ₦162 (steady NIM expansion)
BEAR 20%: ₦105 (naira/CBN policy shock)

Prob-weighted value: ~₦158 | Stop: ₦110

Watch Q3 results late Oct for NIM trend.

#NGX #GTCO #Nigeria

[They-made-the-world @splashstarx]

🇳🇬 Guaranty Trust Holding (GTCO) — Nigeria's top bank earns a global index badge.

Revenue: ₦2.15tn | PAT: ₦865.7bn | P/E: ~5.5x | Target: ₦162 | Verdict: BUY

INSIGHT: Joins FTSE Frontier 50 Sep 18, up to $1bn passive inflow eyed. ROE 24.8% at just 5.5x earnings.

[They-made-the-world @splashstarx]

BULL 35%: $420 (demand outpaces buildout)
BASE 45%: $330 (Palantir deal scales on plan)
BEAR 20%: $180 (GPU supply or funding shock)

Prob-weighted value: ~$333 | Stop: $175

Watch Q3 print mid-Nov for ARR trend.

#AI #NBIS #CloudInfra

[They-made-the-world @splashstarx]

🇺🇸 Nebius Group (NBIS) — the AI cloud play Palantir just endorsed.

Revenue: $582M | PAT: $236M EBITDA | P/E: ~15x | Target: $330 | Verdict: BUY

INSIGHT: Palantir named Nebius its preferred sovereign AI infra partner. ARR +598% YoY to $3.0B, EBITDA margin 41%.

[They-made-the-world @splashstarx]

🔥 Trump says he's in "deciding mode" on Iran, open to meeting Iran's president at the UN General Assembly this week.

Read more: https://t.co/27jRwsCsWo

#Iran #BreakingNews

[They-made-the-world @splashstarx]

🔥 Ed Sheeran apologizes to fans in first show since Macklemore was dropped from his tour over 'Free Palestine' remarks.

Read more: https://t.co/0eUZiZqGB6

#Entertainment #BreakingNews

[They-made-the-world @splashstarx]

🔥 Nvidia CEO Jensen Huang says the chipmaker will sell twice as many AI chips next year amid surging demand.

Read more: https://t.co/ykMFQtcpkt

#AI #BreakingNews

[They-made-the-world @splashstarx]

🔥 "Barely Breathing" singer Duncan Sheik has died at 56

Read more: https://t.co/BPcZXftEXO

#Entertainment #BreakingNews

[They-made-the-world @splashstarx]

@cchukudebelu At this price, most bolt drivers should be using new cars.

[They-made-the-world @splashstarx]

📌 BOTTOM LINE

Top US BUY: NVDA — +21% to $255. The AI compute standard, and it pays for itself.
Top NGX BUY: ACCESSCORP — +23.5% to ₦36. Cheapest tier-1 with the widest continental optionality.

10X watchlist: NBIS (sovereign AI cloud), JOBY (eVTOL), PLTR (AI operating system) | GEREGU, AIRTELAFRI, ACCESSCORP

Biggest risk: a US duration shock. A 10-yr sustained above 5.25% drags frontier risk appetite down with it — FTSE reclassification or not. And the NGX has already delivered 53.6% YTD, so a sell-the-news reversal in the Frontier 50 names is the live scenario.

Not investment advice. Do your own work.

#NGX #NigeriaStocks #USStocks #Investing #EquityResearch #WeeklyMarketIntel

[They-made-the-world @splashstarx]

🧵 WEEKLY MARKET INTELLIGENCE — 19 Sept 2026

Two markets. Two entirely different worlds.

🇺🇸 US 10-yr Treasury punched through 5.006%. Dow -1.7% on the week, third straight loss.
🇳🇬 NGX ASI 249,804.56, +53.6% YTD, running hard into Monday's FTSE Frontier re-entry.

Cost of capital is the whole story. Full breakdown 👇

[They-made-the-world @splashstarx]

🔴 NGX SELL / AVOID

1. TRANSPOWER — ₦178.00 → ₦150.00 (-15.7%) | -9.96% Friday, rich vs peers
2. NESTLE — ₦2,900.00 → ₦2,450.00 (-15.5%) | Input costs, thin float
3. NB — ₦75.20 → ₦64.00 (-14.9%) | Volume weakness, dilution drag
4. CADBURY — ₦53.00 → ₦45.00 (-15.1%) | -9.32% Friday, margin compression
5. INTBREW — ₦10.00 → ₦8.50 (-15.0%) | 168bn shares out, no dividend

The FTSE bid is concentrated in banks, telcos and a handful of large-cap consumer names. It does not rescue the consumer-goods laggards, where 15.9% CPI and CBN OMO issuance compete for the same naira liquidity.