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will continue to be held
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@SemiGrowth
Still with us?
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@Tenbagger2024 sure, the numbers will be great
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@SemiGrowth
Yes, I'm really looking forward to it.
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@Tenbagger2024 I actually thought that they might still fall after a beat because of the valuation. But after the Palantir figures and their pump, I'm optimistic. I also think the expectations are far too low. But we'll see
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@SemiGrowth
I have the impression that this is a small money-printing machine. The margins are inspiring. You take cash out of the pockets of young people in the gaming sector. Then again via advertising and via marketing and monetization of apps.
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@Tenbagger2024 Yes, and you have a monopoly, if I remember correctly. Also high switching costs
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@SemiGrowth
That's how I saw it at the time and that's why I got in. As always, unfortunately with too small a position
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@Tenbagger2024 fr, I've never invested so little in a position. But it's now my 4th largest
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