It is certainly not a bad decision for Denso and the industry as a whole. Together they are stronger than alone. For me, however, it is not an investment because I lack the vision for greater growth. Perhaps something for conservative investors.
@Tenbagger2024 no, instead I added more to Fujifilm $4901, PKSHA $3993 and Medley $4480. This is where I see the greatest potential with an excellent risk/reward ratio.
@Tenbagger2024 a Ciena with a significantly better rating, I would say.
2026 is definitely fun again. At some point in 2025, I was at a point where I said that everything was just overvalued and I couldn't find anything new anymore. But now I have some really exciting growth stories again, which remind me of the time when I discovered Rocket Lab and wondered how the market could possibly overlook them. :)
@Tenbagger2024 could be, but not sooooo likely. But 100 billion is certainly possible if the hydrogen story takes off. I think the probability is higher for Fujifilm. With Medley and PKSHA, we're looking at 20-30x and that with a very high probability. Astroscale and SEALSQ are much more speculative than the previous two, but they also have huge potential.
