Update on Portfolio 2036

Tenbagger-Capital · 2026-10-28T21:49:48.965564Z

One purchase after the numbers, and one purchase before the numbers. after $NOW before $AEIS

16H

Thanks for the transparency. Best of luck with your trading. I could say ZDEG..... We didn’t coordinate this—I bought right away today: 20 $NOW at 113.05 and 15 $AEIS at 216.84. And one more gamble on a bounce at $FTNT 🙈 May the stock market gods be with us.

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Brian@Aktienhauptmeister

16H

@Dividendenopi I'm also hoping for a bounce at $FTNT 26 shares at 116.14😂 👀

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Dividendenopi👴@Dividendenopi

16H

@Aktienhauptmeister I got in a little earlier and at a higher price, anyway. A bet is a bet.

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Tenbagger-Capital@Tenbagger-Capital

16H

@Dividendenopi It's always fun hanging out with you

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Brian@Aktienhauptmeister

16H

@Dividendenopi I hope I can keep growing my cash reserves 😂

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Dividendenopi👴@Dividendenopi

16H

@Aktienhauptmeister I'm currently in the process of increasing the portion of my daily trading capital allocated to high-risk trades

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Brian@Aktienhauptmeister

16H

@Dividendenopi I'd really like to know what that old guy is looking at 👀🫣

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Dividendenopi👴@Dividendenopi

16H

@Aktienhauptmeister That changes on a daily basis; I'd be happy to keep you updated.

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Brian@Aktienhauptmeister

16H

@Dividendenopi Sure, why not? My cash reserves are just sitting around anyway 😂 I'm holding off on buying anything for a little while longer, so all that's left is to gamble 👀

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Dirty30@Dirty30

16H

I'm just digging into the details. It's amazing how much AI growth $NOW is showing—it's one of the few software giants already monetizing AI.

AI order volume up 70% to 1.7 billion.

Number of customers over 5 million annually: +23% to 680

Transactions over 5 million in Q3: +135%

Free cash flow margin raised to 36%

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Tenbagger-Capital@Tenbagger-Capital

16H

@Dirty30 I was really hoping for that dip today. A really nice level for the second wave.

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Dirty30@Dirty30

16H

@Tenbagger-Capital Definitely a good buy. It can keep going up for me, too. I'm actually up 11% even after the sell-off 😁

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Tenbagger-Capital@Tenbagger-Capital

16H

@Dirty30 Things had actually been going pretty well over the past few weeks

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Aktienkoenig@Aktienkoenig

15H

Right now, I'm still up 35%. Orange has also bought the stock, so it will correct and start rising again starting next week.

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Brian@Aktienhauptmeister

16H

Oh, you went for it 👍

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Tenbagger-Capital@Tenbagger-Capital

16H

@Aktienhauptmeister Yeah, my friend, I actually wanted to message you about those three Japanese guys

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Brian@Aktienhauptmeister

16H

@Tenbagger-Capital I'm always here for you, my dear 👍

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Tenbagger-Capital@Tenbagger-Capital

16H

@Aktienhauptmeister $6525 vs. $5344 vs. $6981 ???

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Brian@Aktienhauptmeister

15H

@Tenbagger-Capital So, in terms of margins and market dominance, Maruwa is the clear leader among these three, and based on the latest figures, it has actually raised its annual forecast 🚀—that pretty much says it all. But right now, it’s just trading at a high valuation.
Murata is also the global market leader in MLCCs and is essentially indispensable for all electronics manufacturers. To me, it’s an all-around winner. And in my opinion, Kokusai’s margins fluctuate more than those of Maruwa or Murata, and it faces much tougher competition from Tokyo Electron and ASM.
So my pick would definitely be Maruwa! Unique business model.

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Tenbagger-Capital@Tenbagger-Capital

15H

@Aktienhauptmeister As far as my research has shown, Kokusai is the global market leader in its field, and there is no direct overlap with Tokyo and ASM.

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Brian@Aktienhauptmeister

5H

@Tenbagger-Capital That's right, my friend. Essentially, you're correct that Kokusai is the market leader in the batch segment. The overlap is actually a bit higher. Tokyo Electron is the direct rival looking to take market share away from Kokusai in the batch and thermal segments. And when Samsung or SK Hynix build new production lines, they choose between Kokusai’s batch systems and ASMI’s single-wafer systems. Ultimately, though, all three are vying for the same billions in the memory and chip markets.

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Tenbagger-Capital@Tenbagger-Capital

5H

@Aktienhauptmeister What do you think of $5344?

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Brian@Aktienhauptmeister

1H

@Tenbagger-Capital If I had to choose, Maruwa would be my absolute top pick 🚀

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Tenbagger-Capital@Tenbagger-Capital

1H

@Aktienhauptmeister Aixtron is becoming interesting again

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