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@Michael-official
The net result is to be increased from 14 billion to 21 billion.
It could be even higher, but production is currently not keeping up and the company is already sold out.
The net margin will be increased to 25%.
The return on sales is 33% and will be increased to 36%.
And the P/E ratio is favorable for the growth in my opinion.

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7Mo

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Tenbagger2024@Tenbagger2024

7Mo

@Burner
🔮🔮

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Tenbagger2024@Tenbagger2024

7Mo

Maybe I'll buy again if it weakens.
I'm not thinking about a price target at the moment, it's not a trade for me.
The company is currently investing on a large scale.
The AI era has only just begun and it's only just getting started.

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Roman@Roman_moed

7Mo

@Tenbagger2024 But the share prices have already staged one hell of a rally. Do you think it will keep going up and up?

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Tenbagger2024@Tenbagger2024

7Mo

Nvidia already said this a year ago.

The P/E ratio falls with profit growth.

The share price should continue to rise as the P/E ratio falls.

🔮

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Tenbagger2024@Tenbagger2024

7Mo

@Michael-official
Look at the valuation of ARM
Hynix is a bargain in comparison.
🙈

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Tenbagger2024@Tenbagger2024

7Mo

Alphawave is one of Frank Thelen's largest positions.
I also have mini-positions in my portfolio.
The share is very volatile and expectations are quite high, so even a small piece of news is enough to drive up the price.

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7Mo

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Tenbagger2024@Tenbagger2024

7Mo

@Burner
The question is good, but also difficult.
At the moment, many people are talking about commodities and the focus seems to be leaning towards them.
Volker Schulz and Lars Ericsson swear by copper.

Albemarle expects profit growth of 30% over the next two years.
The return on sales is 16%.
Always dependent on the lithium price and should consider the vola that is attached to it.
Lithium is not very rare now and there are alternatives.
With increasing demand in e-mobility, lithium demand should also increase again.

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