$INTC (-2,01%) 85€ since some weeks. Will it reach it? 80% yes

$SAB (+2,39%) 3.3€ will not reach that low till end of the year

and also some CC ETF that I like. Nasdaq 100 and $WINC (+0,24%)

not because I understand the technicals just because is the price that I want to buy. Designing and selling electronics this days as side job

I noticed a blind spot in my own engine recently. The algorithm wasn't properly factoring in the massive extraordinary dividend triggered by the TSB subsidiary sale.

Why? Because the sale happened over 90 days ago. The engine's "memory" rolling window was too short and it dropped the context.

To fix this, I just built and deployed an "AI news condensation" layer into DividendQuad. It periodically reads the entire history of a stock and writes a permanent context file for structural events (like the TSB sale or the BBVA takeover attempts) so the math engine never forgets major corporate actions.

After the update, Sabadell's analysis is fully dialed in:

🟢 OPTIMAL

Quality: 65/100 (Solid business)

Opportunity: 75/100 (good entry point)

Yield: 24% TTM (extraordinary + regular)

Forward normalized yield: ~6.9%

Building the tools you actually use to invest is a wild process.

After having invested before in $1COV (+0,58%) with the aim to be acquired by Adnoc/XRG and another investment in $ILTY Illimity Bank in Italy giving access to $IF (+4,14%) Banca IFIS with a 10% discount.

I'm now thinking to invest in further banking consolidation. Since there seems to be a wave of banking consolidations coming up both cross boarder and within individual European countries.

Italy shows:

$UCG (+2,55%) Unicredit stakebuilding in both $ALPHA (+2,39%) Alphabank & $CBK (+1,75%) Commerzbank and a failled attempt to acquire $BAMI (+2,81%) Banco BPM. We saw $BMPS (+2,4%) Monte dei Pachi acquire $MB (+1,8%) Mediobanca. $BPE (+3,42%) Bper Banca merge with $BPSO and rumored to be on the wishlist of Unicredit.

Denmark is consolidating but could be still more ongoing:

A recent merger of $SYDB (+0,74%) Sydbank, Arbejdernes Landsbank & $VJBA Vestjysk Bank.

In Spain

We've seen a major but failed attempt to forget about the Spanish attempt of $BBVA (+2,05%) Banco Bilbao of $SAB (+2,39%) Banco Sabadell.

The Netherlands:

$ING (+1,68%) ING taking a substantial stake in $VLK (+1,58%) Van Lanschot Kempen.

$ABN (+1,53%) Doing several take overs in Germany and buying the trading app Bux and rumored to be bought themselves.

When thinking this through I see a potential for take over but, if it won't happen there is still good dividends to be earned. Therefore there is less of a need of a quick turn around.

I'm now looking for a "smaller" bank that traded and a likely take over candidate.

Where would you invest?

$BPE (+3,42%) - Bper Banca - Italy

$BAMI (+2,81%) - Banca BPM - Italy

$ABN (+1,53%) - ABN Amro Bank - Netherlands

$ALPHA (+2,39%) - Alpha Bank - Greece

$JYSK (+0,82%) - Jyske Bank - Denmark

$ALR (+1,07%) - Ailor Bank - Poland

Any other alternatives, or opinions about this idea, I'm happy to read!

I continue to keep my eyes on the future, solid company, yield at the European average, recurring profit.

Welcome #sab