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SemiGrowth@SemiGrowth
1Mo
will continue to be held
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Tenbagger2024@Tenbagger2024
1Sem.
@SemiGrowth
Still with us?
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SemiGrowth@SemiGrowth
1Sem.
@Tenbagger2024 sure, the numbers will be great
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Tenbagger2024@Tenbagger2024
1Sem.
@SemiGrowth
Yes, I'm really looking forward to it.
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SemiGrowth@SemiGrowth
1Sem.
@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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Tenbagger2024@Tenbagger2024
1Sem.
@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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SemiGrowth@SemiGrowth
1Sem.
@Tenbagger2024 Yes, and you have a monopoly, if I remember correctly. Also high switching costs
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Tenbagger2024@Tenbagger2024
1Sem.
@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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SemiGrowth@SemiGrowth
1Sem.
@Tenbagger2024 fr, I've never invested so little in a position. But it's now my 4th largest
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