2Mo·

Quarterly Results: August 10–14, 26

I'd also like to send warm greetings from my vacation in Sardinia ☀️🏝️

$KSPI (-2,01 %)
$MNDY (-4,45 %)
$PLUG (-6,77 %)
$HIMS (-4,04 %)
$RKLB (-8,26 %)
$LITE (-5,53 %)
$ONON (-1,01 %)
$SMCI (-10,16 %)
$CRWV (-10,62 %)
$QNT (-0,91 %)
$TKA (+1,74 %)
$NBIS (-10,55 %)
$700 (-0,88 %)
$JMIA (-3,49 %)
$COHR (-7,25 %)
$CSCO (-2,13 %)
$CBRS
$HFG (-1,46 %)
$992 (+2,22 %)
$JD (-1,74 %)
$ONDS (-4,77 %)
$ADYEN (+0,08 %)
$AMAT (-4,64 %)
$NU (-1,67 %)

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4 Commentaires

HoldTheMike@HoldTheMike

2Mo

Enjoy your vacation! And thank you.

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Afficher la réponse

Raphi97x

@WinStreak77

4Mo·

Question for the group 🔥💯

What were your absolute top purchases? 🚀🐎

Community, drop your pants: What have been your best "horses in the stable" or absolute top buys so far?

Some of my titles have been really stable:

$AMD (-5,46 %) bought at €60 💻🪤

$JMIA (-3,49 %) caught at €1.50 🌍💲

$PLTR (-7,51 %) bagged at € 17 🔮🦍

Especially with Jumia and Palantir, holding out has really paid off so far.

3

18 Commentaires

Donkey Diktator@DonkeyInvestor

4Mo

$BTC First purchase at 25 USD or so

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Raphi97x

@WinStreak77

5Mo·

Jumia +23%

Off to the new ATH

$JMIA (-3,49 %)

Raphi97x

@WinStreak77

5Mo·

Jumia: 40% discount? - Who's going for it? 🚀💎🦍🦍

Jumia $JMIA (-3,49 %) has corrected from € 10 to € 6. What scares many people is what I call a healthy correction. The overheated rise is over and the basis for the next run is in place.

Why I am buying now:

Healthy dip: A setback to €6 is completely normal from a technical perspective after the rally.

Growth market: Africa remains the e-commerce giant of tomorrow. Jumia has the leverage.

Price target: As soon as the €10 mark falls, the way is clear for €20 to €30.

If you take a long-term view, take advantage of this volatility. If you only wait for green candles, you will later buy at a high price again.

My plan: expand the position at € 6 and keep your feet still.

Jumia $JMIA (-3,49 %) is the Amazon $AMZN (-1,93 %) of Africa - with the difference that you still have the chance to get in today, as you did with Amazon in the early 2000s, before the market reaches its full dominance. 💎💎💎💎

7

1 Commentaire

Pascal@Pacco93

5Mo

Off we go to further losses 📉

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Raphi97x

@WinStreak77

5Mo·

Jumia: 40% discount? - Who's going for it? 🚀💎🦍🦍

Jumia $JMIA (-3,49 %) has corrected from € 10 to € 6. What scares many people is what I call a healthy correction. The overheated rise is over and the basis for the next run is in place.

Why I am buying now:

Healthy dip: A setback to €6 is completely normal from a technical perspective after the rally.

Growth market: Africa remains the e-commerce giant of tomorrow. Jumia has the leverage.

Price target: As soon as the €10 mark falls, the way is clear for €20 to €30.

If you take a long-term view, take advantage of this volatility. If you only wait for green candles, you will later buy at a high price again.

My plan: expand the position at € 6 and keep your feet still.

Jumia $JMIA (-3,49 %) is the Amazon $AMZN (-1,93 %) of Africa - with the difference that you still have the chance to get in today, as you did with Amazon in the early 2000s, before the market reaches its full dominance. 💎💎💎💎

6

5 Commentaires

misinvest@misinvest

5Mo

I wouldn’t bet on Africa for at least 50 years 🥹 they have the potential to grow in the far future, but today it is impossible

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Code & Capital

@Codeandcapital

8Mo·

Quarterly figures 09.02-13.02.26

$UCG (-0,09 %)
$MNDY (-4,45 %)
$KER (-1,77 %)
$BARC (-0,02 %)
$OSCR (-4,61 %)
$CVS (-0,19 %)
$SPOT (+0 %)
$DDOG (-7,38 %)
$BP. (+3,12 %)
$SPGI (+0,53 %)
$HAS (-0,44 %)
$KO (+2,07 %)
$JMIA (-3,49 %)
$MAR (+0,63 %)
$RACE (-0,39 %)
$UPST (-3,75 %)
$NET (-6,71 %)
$LYFT (-2,29 %)
$981
$NCH2 (+0,87 %)
$DSY (-0,91 %)
$1SXP (-0,2 %)
$HEIA (+0,89 %)
$ENR (-0,89 %)
$DOU (+0,13 %)
$OTLY (+0,9 %)
$TMUS (+0,44 %)
$SHOP (-4,93 %)
$KHC (+1,4 %)
$FSLY (-10,62 %)
$HUBS (-2,82 %)
$CSCO (-2,13 %)
$APP (-4,57 %)
$SIE (-1,31 %)
$RMS (-0,8 %)
$BATS (+2,89 %)
$MBG (+1,91 %)
$TKA (+1,74 %)
$VBK (+14,23 %)
$DB1 (+1,05 %)
$NBIS (-10,55 %)
$ALB (-3,02 %)
$BIRK (-5,79 %)
$ADYEN (+0,08 %)
$ANET (-4,87 %)
$PINS (-2,24 %)
$AMAT (-4,64 %)
$ABNB (-0,38 %)
$TWLO (-10,9 %)
$RIVN (-4,57 %)
$COIN (-4,73 %)
$TOM (+0,26 %)
$OR (-0,46 %)
$MRNA (-8,11 %)
$CCO (-2,21 %)
$DKNG (-2,47 %)

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1 Commentaire

S.A.U.@SAUgut777

8Mo

Tuesday: $VAR is missing 😉

Apart from that, I'm still looking forward to $TMUS because of $DTE and $BATS on Thursday.

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Raphi97x

@WinStreak77

11Mo·

JUMIA (JMIA): Share price explosion in 2026? The figures speak volumes! 💰

Hello, we need to talk about JUMIA $JMIA (-3,49 %) to talk about.

The latest quarterly figures are bombastically good and show a clear focus: profitability!

Why Jumia $JMIA (-3,49 %) will explode in 2026:

📈 Margin improvement: gross margins are steadily increasing. Unit economics are finally getting healthy.

📉 Cash burn decreases: Jumia is heading towards operational break-even much faster than expected.

🌍 Africa growth: Jumia $JMIA (-3,49 %) is the number 1 company to benefit from Africa's unstoppable consumption boom.

My thesis: If Jumia reaches break-even by 2026 at the latest, the market will completely revalue the share. The "loss machine" narrative will be overturned and institutional capital will flood in.

Conclusion: The current figures are the fuse. 2026 is the target date for the share price rocket!

Are you already invested? 👇

$JMIA (-3,49 %)
$AMZN (-1,93 %)
$BABA (-2,12 %)
#jumia ECommerce #Africa #Explosion #Investment

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2 Commentaires

D.S.@Crash-Propheteus

11Mo

In my view, far too much fantasy and wishful thinking.......🔮🔮

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Code & Capital

@Codeandcapital

11Mo·

Quarterly figures 10.11-14.11.25

$MNDY (-4,45 %)
$TSN (+1,23 %)
$OXY (+2,55 %)
$WULF (-7,71 %)
$PLUG (-6,77 %)
$RKLB (-8,26 %)
$CRWV (-10,62 %)
$9984 (-10,59 %)
$IOS (-2,05 %)
$MUV2 (+0,18 %)
$SE (-4,36 %)
$NBIS (-10,55 %)
$RGTI (-5,71 %)
$$BYND (-3,95 %)
$OKLO
$IFX (-2,97 %)
$EOAN (+1,04 %)
$TME (-0,39 %)
$VBK (+14,23 %)
$HDD (-0,44 %)
$ONON (-1,01 %)
$JMIA (-3,49 %)
$MRX (-0,47 %)
$HTG (+0,42 %)
$DTE (+0,98 %)
$R3NK (+5,08 %)
$HLAG (+0,3 %)
$JD (-1,74 %)
$700 (-0,88 %)
$DIS (-0,31 %)
$ENEL (+1,08 %)
$AMAT (-4,64 %)
$NU (-1,67 %)
$ALV (-0,21 %)
$SREN (-0,42 %)
$BAVA (+0,12 %)

11

3 Commentaires

TradingHase@TradingHase

11Mo

I'm looking forward to Plug Power on Monday and Allianz on Friday.

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Raphi97x

@WinStreak77

1Année·

Best decision since I became an investor

I have been with Jumia $JMIA (-3,49 %) since € 1.50 and AMD $AMD (-5,46 %) I bought a lot more at € 80.

Airbus also $AIR (+0,9 %) always delivers.

Paypal $PYPL (-0,42 %) must now follow suit, but here too I see prices above €100 soon.

Raphi97x

@WinStreak77

1Année·

How I invest €20,000 now - My strategy in May 2025

I have decided to reinvest €20,000 and am focusing on a mix of growth and quality stocks with a long-term perspective. Here is my allocation:

5,000 € - Jumia $JMIA (-3,49 %)

Africa's leading e-commerce player is currently heavily undervalued. The company has lowered its cost base, operates more efficiently and will benefit from the growing internet and mobile payment market in Africa in the long term. For me, a speculative but promising small cap with a 5-10 year horizon.

7,500 € - AMD $AMD (-5,46 %)

AMD continues to impress with its strong product portfolio, particularly in the areas of AI, server CPUs and gaming. The valuation is much more favorable compared to Nvidia, with a high level of innovation at the same time. I see great potential here for the coming years, especially in the data center and AI segment.

2.500 € - PayPal $PYPL (-0,42 %)

Despite a weak share price performance in recent years, PayPal remains a strong player in the payment sector. The company is highly profitable, generates strong cash flow and could switch back into growth mode with the right strategic decisions. For me, it is a turnaround candidate with potential.

5,000 € - Airbus $AIR (+0,9 %)

Airbus is benefiting from global aviation growth in the long term. The order books are full and the Group is well positioned both technologically and geopolitically. In times of uncertainty and the re-industrialization of Europe, I see this as a solid industrial stock with a stable tailwind.

Conclusion:

I deliberately combine growth stocks (Jumia, AMD) with established quality companies (Airbus, PayPal). The focus is on long-term potential - I accept fluctuations. Time in the market beats timing the market.

What do you think - would you weight differently or do you have a position in one of these stocks yourself?

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Raphi97x

@WinStreak77

1Année·

Jumia now it's loooos ☺️🔥🦍💎

Jumia $JMIA (-3,49 %) has clearly left the €10 mark behind 🚀

The reason: analysts have raised the price target to $15 - and this has given the share a strong boost.

I'm now reporting back after my vacation in Greece, where I've already made a few nice days with partial profits from Jumia 🇬🇷☀️.

Nevertheless, I remain extremely bullish: I am now going to buy up again, because I am convinced that we will soon reach the €50 mark with this share.

Good luck to all investors and continued success!

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1 Commentaire