NNNN (@MLolfos) profile picture

NNNN

@MLolfos
Joined September 2022
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PFC navysila podiel v Lightspeed Commerce Inc. $LSPD na 5.1% na 6,654,851.00 akcii. 30.6.2026 drzali 5,773,932 akcii.
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Pale Fire Capital uz ma 10.9% podiel v $COUR - celkovo 28.81M akcii. Posledne nakupy za $4.6.
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Image from NNNN (@MLolfos)
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PALE FIRE CAPITAL zvrejnili 13F za Q2 2026. (Americke akcie k 30.6.2026) Odpredaj 10% $BTG a male nakupy $BABA, $COUR, $T
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Muse Code od $META ukazuje aku cenu pre firmy maju uzvatelske data. $0.2 vs $4.25 za 1m output tokenov ak uzivatel zdiela data. Pribuda dalsia konkurencia pre Codex a Claude.
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Zajtra po market close reportuje $GRPN vysledky - call CEO @dusenn bude az v piatok. Bude to asi divoke. Short je 13M akcii(15.7.2026) a v call opciach je vyse 9m akcii. Celkovy pocet akcii je ~38 millionov po odkupoch. Free float pod 60%.
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$XRX po vysledkoch v premarkete rastie o 20%. Vyzera ze investicia starteepo ide podla planu starteepo.com/xerox nitter.cf/wallstengine/status/20…
Xerox: Obnova ikony a odemčení hodnoty

Xerox: Obnova ikony a odemčení hodnoty

Xerox Holdings Corporation: Trhem nepochopená příležitost ve snižování zadlužení. Xerox je naše investice do speciální situace, za kterou si pevně stojíme.

starteepo.com
Wall St Engine (@wallstengine) profile pictureWall St Engine
@wallstengineJul 30
XEROX $XRX Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.92B (Est. $1.9B) 🟢; +22% YoY 🔹 Adj. EPS: $0.38 (Est. -$0.14) 🟢; incl. $105M IEEPA tariff benefit 🔹 Adj. Operating Margin: 10.6%; +690 bps YoY Raises FY26 Guide: 🔹 Revenue: ~$7.6B (Est. $7.61B) 🟡; from >$7.5B 🔹 Adj. Op Income: $555M-$605M; from $450M-$500M 🔹 Free Cash Flow: ~$250M Segment Net Revenue: 🔹 Print and Other: $1.73B; +26.9% YoY 🔹 IT Solutions: $194M; -8.9% YoY Other Q2 Metrics: 🔹 Gross Margin: 35.8%; +720 bps YoY 🔹 Free Cash Flow: $11M; +$41M YoY Comments: 🔸 “As a result, we are raising both revenue and adjusted operating income guidance, as well as our Lexmark gross synergy targets.”
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* @starteepo
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RHEINMETALL hlasi predbezne vysledky. Rast revenue o 69% (ocakavalo sa 60%) a operating profit 562 mEur vs 469.9 mEur. Akcie rastu o +5.29%.
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In 2025, 30.1% of young adults aged 25-34 in the EU lived with their parents.👩‍🏠 Highest shares in: 🇭🇷 Croatia (62.3% of young adults) 🇬🇷 Greece (56.3%) Lowest in: 🇩🇰 Denmark (3.9%) 🇫🇮 Finland (4.0%) Learn more ➡️ link.europa.eu/DX4xX4
Map showing young adults aged 25-34 living with their parents in 2025 in percentage. EU and EFTA countries where data are available.

ALT Map showing young adults aged 25-34 living with their parents in 2025 in percentage. EU and EFTA countries where data are available.

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NNNN retweeted
Hedgeye (@Hedgeye) profile picture
Hedgeye
@HedgeyeJul 22
Chinese AI models are now being used more than U.S.-made ones
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Rvx (@rvx_cz) profile picture
Rvx
@rvx_czJul 5
$GRPN From Prague to the global stage! 🇨🇿🌎 Dušan Šenkypl is proving that you can lead a global giant like right from the Czech Republic. While the world in Monaco was surprised by his roots, his mission is clear: transforming the company into an #AIFirst powerhouse to stay ahead of the competition. 🚀 #GlobalBusiness #Innovation #Grpn youtu.be/IHkTU42bIXY?is=Ntyu…
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$GRPN Podla dat z IB ostava 73k akcii na short(zlta ciara). s tym ze feecko stuplo za posledy mesiac o 100%. (cervena ciara). 2% nie je stale vela. Pomerne zaujimavy setup podobne tomu bolo aj v roku 2025. Extremna aktivita na opciach na 17.7.2026.
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5 rokov Kweb vs Nasdaq. Dneska pri otvoreni to bude este horsie.
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SITUATIONAL AWARENESS a Leopold Aschenbrenner (ex OpenAI) zverejnili portfolio k Q1 2026. Fond ma zhodnotenie v stovkach percent a viezol sa na AI vlne ($BE, $IREN atd). Je to poriadna divocina - PUTky na AI akcie. Co to znamena netusim ale asi sa da ocakavat pekna volatilita.
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PALE FIRE CAPITAL zvrejnili 13F za Q1 2026. (Americke akcie) Uzavrene short pozicie: $COIN, $HOOD, $TSLA Nakupy (uz reporovane SaaS firmy): $BTG, $ZD, $PHR, $LSPD
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Este pekny sumar pozicii z finviz. finviz.com/insidertrading/ma…
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$GRPN reportuje dneska vysledky bude to asi divoke. Short ineterst na urovni 10m akcii. Pokuta 15m v Taliansku. Bloomberg reportuje ze SumUp hlada bankerov pre IPO. Groupon ma podiel v SumUp bloomberg.com/news/articles/…
Payments Firm SumUp Said to Seek Bankers for a European IPO

Payments Firm SumUp Said to Seek Bankers for a European IPO

Financial technology company SumUp Payments Ltd. is inviting banks to pitch for roles on an initial public offering in Europe, according to people familiar with the matter, after the company consid...

bloomberg.com
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Dubai real estate index YOY dole o -2.92%. $DFMREI
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Letecke spolocnosti v azii reaguju na situaciu. Dnes vs YTD az taka tragedia to nie je.
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Image from NNNN (@MLolfos)
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Super interview s Stanley Druckenmiller. youtube.com/watch?v=z_pk4eBD…
Hard Lessons: Stan Druckenmiller: Invest, then investigate

Hard Lessons: Stan Druckenmiller: Invest, then investigate

Legendary macro investor Stan Druckenmiller joins Hard Lessons for ...

youtube.com
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Ako bonus @MichalSemotan a spol. youtube.com/watch?v=X37cuKu7…
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