ValueSpectre

My 10-Year Investing Playbook. From €300K to €4.5Million Read it here. 👇🏼 valuespectre.substack.com/p/…

Tomorrow is the day. 👀 $APP earnings after the bell. 1,300 shares in my portfolio. I’m ready for some fireworks. 🍿 Who’s holding with me?

One hour left. Don't you dare turn red now. 🟢

Nailed this one! 🔥 $FN up over 16% after earnings!

👻 Portfolio Update! I just sold a core position, locking in a 15% profit and freeing up €158K in cash. I thought the earnings were solid, but I don’t see any major near-term catalysts that could significantly push the stock higher. With the recent market volatility, I prefer to have some cash available to take advantage of other opportunities. You will never guess this one 👀

$APP chart apparently has early access to earnings. Where do I subscribe? 👀 I own 1,300 shares. Surely that gets me a preview?

I trust this green day about as much as “just one drink.” 😬

$GRAB just jumped into my top 5 largest portfolio holdings today! 📈

$GRAB just delivered a quarter worth getting excited about!📈 Nearly +16% from Friday's close. The growth story is becoming a profitability story: • Revenue: $1.112B, up 27% YoY • Monthly transacting users: 57M • Adjusted EBITDA: $237M, up 73% • Operating profit: $108M, up 297% • Trailing 12-month adjusted FCF: $533M, nearly doubling YoY Financial Services also turned positive on a segment adjusted EBITDA basis, delivering $12M versus a $28M loss a year earlier and advertising is adding another growth engine: self-serve advertisers increased 39%, while average spending rose 13%. More customers. Better monetization. Expanding margins. That’s operating leverage showing up in the numbers. Management raised FY2026 guidance to: → $4.15–4.20B revenue → $790–800M adjusted EBITDA And shareholders aren’t being forgotten: → $400M of shares repurchased across September and October → Another $500M remaining under the existing buyback authorization → $5B in net cash liquidity at September-end One distinction matters: reported net profit was only $18M, with fair-value losses and other items weighing on the bottom line. Adjusted EBITDA isn’t net income. Still, the bullish thesis is getting stronger: a growing ecosystem increasingly converting scale into earnings and cash generation. Delivery isn’t just for dinner anymore. I’m long $GRAB. 👻

☀️ Good morning, investors! 👻 📉 Tech momentum is now 62% below its 12-month high — an even deeper collapse than during the dot-com bust. 🚨 The Nasdaq-100 has officially entered correction territory! 📉 Nasdaq-100: −10.4% from its ATH. Another brutal day for AI stocks. 🔴 $ORCL: −8.7% 🔴 $MRVL: −13% 🔴 $LITE: −18.6% But look at the earnings growth: $PLTR Revenue growth: +96% Operating income growth: +176% $FN Revenue growth: +51% Adjusted EPS growth: +49% $GRAB Revenue growth: +27% Adjusted EBITDA growth: +73% Stock prices are falling. Momentum is collapsing. Yet many companies are still delivering exceptional earnings growth. Are you buying this correction or waiting for lower prices?

$FN is still trading 54% below its all-time high, even after crushing earnings! 250 shares, €80K invested, and sitting at +6%. Looks like I found myself a pretty good entry! 🚀👻 The photonics story is only getting started.

🚨 $FN FABRINET CRUSHES EARNINGS! 📈 Revenue: $1.475B (+51% YoY) 💰 Adjusted EPS: $4.34 (+49% YoY) 🎯 Q2 Revenue Guide: $1.60–1.65B 🚀 Q2 EPS Guide: $4.77–4.92 Stock +14% after hours! 👀

$FN it is! Fabrinet delivers strong earnings, and the market likes what it sees! 🚀 +10% after hours! One of my favorite ways to gain exposure to the AI infrastructure and photonics boom. I recently added $FN to my portfolio. Subs will be happy 😎