Ferrari has just released a new video of the all-electric Ferrari Luce.

Last minute China trip.

the life of your retard friend who went all in on semiconductor stocks and refused to understand the concept of diversification

Them: "Be careful buying semis here." Me:

Did you listen anon? It’s still crazy we’re still only at the very beginning of a multi year CPO supercycle with $SIVE. This is what it feels like to be the very first to the names I’ve called out like $AXTI, up 6000% over the past year. Still think Sivers is the next $LITE.

In my last article on LayTec, I mentioned that I would take a closer look at the remaining subsidiaries of Nynomic $M7U, this piece is intended to follow through on that commitment. LayTec is undoubtedly the crown jewel within the Nynomic Group. However, the other companies are also compelling and well worth attention, each occupies a strong position within its respective niche. If I wanted to take a more promotional angle, I could easily lean on buzzwords like gas turbines, semiconductors, biotechnology, or even draw comparisons to companies like ONTO and highlight those connections. While such links do exist, emphasizing them too heavily would risk overstating the case. Instead, I have deliberately taken a conservative approach in my sum-of-the-parts analysis. Based on this framework, I am confident that a 2x revenue multiple for the entire Nynomic Group is justified. The company is currently valued at 1.2x 2026 revenue. Looking at the bigger picture, it also becomes evident that the individual subsidiaries have recently started to collaborate more closely, creating synergies and cost-saving potential that are not yet fully reflected in the current numbers. open.substack.com/pub/fwrite…

Like this summary by @Ren_aramb "Nynomic at €145M MC is trading at 1.3x EV/Sales. $ONTO trades at 10.7x. $CAMT at 13.8x‼️ The gap exists because nobody has done the work to disaggregate the subsidiaries." Deep Dive: manuelwalz.substack.com/p/ny…

A trader thinks that the prices of eggs are going to increase, and so he contacts his broker and asks him to buy 1,000,000 egg futures at $1.70 Sure enough, a week later, the price of egg futures is $2.50, and the trader, happy to ride his winners, places an order for 3,000,000 more egg futures Next month, at $4.30 a piece, he pats himself on the back and restructures his liquid investments to buy another 10,000,000 egg futures At the end of the quarter, egg futures are trading at $7, and the trader finally calls up his broker and tells him to sell them all The broker replies: “To who? You’re the egg man!”

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