Thomas 🇩🇰 🇨🇦 🍋

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@AtlasShrug1 @RJCcapital Which chart are you talking about …?

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@AtlasShrug1 @RJCcapital Bold. You may want to add some reasoning here.

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@mikealfred @warriors @IREN_Ltd That’s you? 🙈

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@jciccale All true and well taken. But I don’t get the vision and spin in this Golden State Warriors sponsoring …

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@danroberts0101 @IREN_Ltd @warriors If that’s needed in this supply constraint environment I’m highly confused and sorry.

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@Aktiehedonist 🙈

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@Aktiehedonist $TEL is 8035.T the Japanese company? Did you ever go deep on them?

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@HyperTechInvest TOWA?

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@DollarCostAvg The only thing noteworthy is Tesla. Yikes.

[M. V. Cunha @mvcinvesting]

This is just outstanding.

The U.S. Space Force called $RKLB asking for a launch.

Rocket Lab delivered in 16 hours and 42 minutes. 🤯

The fastest response time ever for a mission of this kind.

Flawless execution, as usual.

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@ParadisLabs 😂

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@Aktiehedonist 🎯

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@amitisinvesting Why comical? The market is forward looking … SaaS / Software won’t sustain their margin profile neither their multiples in the age of AI.

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@stonkmane69 @AtlasShrug1 Aren’t they in an antitrust feud with the DoJ … 🤔

[JP Insights @Aktiehedonist]

Starting to get a bit curious about Belimo $BEANz $BEAN

At first glance it looks like a very high-quality Swiss HVAC compounder, which is not usually where I start when looking for AI infrastructure exposure.

But then you notice that data centers were already 17% of sales in 2025 and represented slightly less than half of the company’s growth.

Belimo is not selling the obvious AI layer. It is selling valves, actuators, sensors and control devices that sit inside the cooling and building automation layer. The boring stuff that becomes more important when data centers move toward liquid cooling, higher density racks and more complex thermal management.

Not saying it is cheap. It does not look cheap. It looks quite the opposite really.

But I do think it may belong on the same broader research map as the other “boring AI infrastructure” names, even if the exposure is less obvious at first glance.

One to study more.

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@ZaStocks 🎯

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@InvestNorthwise That’s a 5x on the Bear case scenario … how bear can that be?

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@Mr_Derivatives 🤣

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@Aktiehedonist Then you may want to keep the wolf 🤭

[Thomas 🇩🇰 🇨🇦 🍋 @thgstar2]

@Aktiehedonist 😂