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00:00:00 Market Overview
00:15:30 Deutsche Telekom
00:34:55 Vonovia
01:04:44 Agentic AI
01:20:30 Meta
01:23:50 AMD
01:37:50 indie Semiconductor
01:55:10 Bitcoin Holding Period
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https://open.spotify.com/episode/29CHKuCEn6PQS6WdGpuE3l?si=hR3dzN8fQQCv-W0ZAGCGCQ
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$VNA (-0,36%)
$DTE (+2,59%)
$META (-11,37%)
$AMD (-8,32%)
$BTC (-0,09%)
$INDI (-6,83%)
Subscribe to the podcast so that Die Linke always fails.
00:00:00 Market Overview
00:15:30 Deutsche Telekom
00:34:55 Vonovia
01:04:44 Agentic AI
01:20:30 Meta
01:23:50 AMD
01:37:50 indie Semiconductor
01:55:10 Bitcoin Holding Period
Spotify
https://open.spotify.com/episode/29CHKuCEn6PQS6WdGpuE3l?si=hR3dzN8fQQCv-W0ZAGCGCQ
YouTube
https://openyoutu.be/HoDUwFtCnMI
Apple Podcasts
$AMD (-8,32%)
$META (-11,37%)
$BTC (-0,09%)
$DTE (+2,59%)
$VNA (-0,36%)
$INDI (-6,83%)
Hello, everyone,
It turns out our dear @Dividendenopi really had a good nose for this. And after the presentation, we immediately added the stock to the portfolio.
Indie Semiconductor – Q2 Earnings Summary
Financial Figures
Operational Highlights
Outlook (Q3 Guidance)
Market reaction
Quick Summary
Indie delivers a strong quarter of growth, beats revenue estimates, significantly reduces losses, and shows massive operational traction in radar, vision, and physical AI. The Q3 guidance is robust, and the stock is reacting positively as a result.
Hello my dears,
Yesterday Juan was asked through the flower of @Multibagger to look for a few more exciting companies in the field of wireless connectivity.
That's why Juan went looking in the afternoon. And he found an exciting company from the semiconductor sector, but one that focuses on wireless connectivity in vehicles.
Of course, Juan made sure that the company also fits in with the strategy of @Multibagger strategy.
That's why this is a hot potato, but one that could explode thanks to the autonomous driving and robotics story.
That is why we are particularly reliant on your comments today. To get a good assessment of the potential.
Indieone of the fastest growing technology innovators, is dedicated to developing advanced silicon, photonics and sensor system solutions demanded by the automotive, industrial mobility and related applications.
indie Semiconductor, Inc. provides automotive semiconductors and software solutions for advanced driver assistance systems, autonomous vehicles, connected car, user experience and electrification applications. It designs, develops, manufactures and markets integrated circuits. The company also offers mixed-signal system-on-chips (SoCs) and system solutions for advanced driver assistance systems. In addition, it offers ultrasonic sensors for parking assistance and systems The company also offers LiDAR for distance, speed and obstacle detection, collision avoidance and emergency braking systems Furthermore, the company develops, manufactures and integrates photonic components and subsystems on various technology platforms, including fiber Bragg gratings (FBG), low-noise lasers, athermal and tunable packaging utilizing low-noise and high-speed electronics In addition, the company develops LiDAR, cybersecurity-enabled microcontrollers and sensor fusion processors. The company provides solutions in the United States, Greater China, Europe, South Korea, the rest of North America, the rest of Asia Pacific and South America. indie Semiconductor, Inc. was founded in 2007 and is headquartered in Aliso Viejo, California.
Indie Overview for Arm - subject to NDA
May 11, 2026
Indie zur Übernahme der CMOS-Bildsensor-Produktlinie von ams OSRAM
May 7, 2026
Indie berichtet Ergebnisse des ersten Quartals 2026
March 23, 2026
February 4, 2026
October 14, 2025
August 7, 2025
Indie-Halbleiter wird den führenden Anbieter der Automobilwahrnehmungssoftware emotion3D übernehmen
Juan's conclusion (Indie Semiconductor - Key financial figures 2025-2028)
Hoodie on, figures in view - here comes the crisp conclusion.
Indie looks like a classic "deep tech turnaround with turbo option". 2025 and 2026 are still clearly characterized by losses, but the direction is right: Sales are growing faster every year, margins are improving cleanly, and in 2027 the operating business tips into positive territory for the first time.
The real game changer is 2028: Net profit jumps massively into positive territory, ROE turns double-digit, and net debt is almost completely eliminated. This shows that the business model is finally scaling and the cash machine is starting up.
In short: INDI runs 2025-2026 in ramp-up, 2027 in transition - and 2028 in full throttle mode. For investors, this is the moment when a story becomes a real business model.
Market value 885.3
Number of shares (in thousands) 211,289
Date of publication 19.02.2026
Juan conclusion (INDI 2025-2028 valuation ratios)
Hoodie on, look at the multiples - here is the short, clear conclusion.
Indie Semiconductor shows a valuation picture that fits perfectly with a turnaround tech player. The years 2025-2027 still look chaotic: negative P/E ratios, shaky cash flows, PEG values that are more technical artifacts than real signals. But this is typical of companies that are still being built up.
The crucial point is 2028: The P/E ratio jumps into positive territory, the P/B ratio normalizes, and the FCF yield turns green. The valuation profile suddenly no longer looks like a "story stock", but like a company entering the earnings phase.
In short: 2025-2027 are valuation noise - 2028 is the moment when the numbers start to confirm the story. A classic re-rating case with a clear improvement in quality.
Juan summary
Hoodie on, view of the matrix.
INDI looks like a tech turnaround tipping into the maturity phase in 2028. Growth is brutally strong, profitability is turning clean, cash flow is becoming more stable and valuation is normalizing. Not a "sure tenbagger" yet, but the momentum is right - and 2028 is the first real vintage that looks like a scaling business model.
18,05,2026
today, 18:15:17 -
Nasdaq (USD)
3.920 USD
+ 4
Hello my dears,
Yesterday Juan was asked through the flower of @Multibagger to look for a few more exciting companies in the field of wireless connectivity.
That's why Juan went looking in the afternoon. And he found an exciting company from the semiconductor sector, but one that focuses on wireless connectivity in vehicles.
Of course, Juan made sure that the company also fits in with the strategy of @Multibagger strategy.
That's why this is a hot potato, but one that could explode thanks to the autonomous driving and robotics story.
That is why we are particularly reliant on your comments today. To get a good assessment of the potential.
Indieone of the fastest growing technology innovators, is dedicated to developing advanced silicon, photonics and sensor system solutions demanded by the automotive, industrial mobility and related applications.
indie Semiconductor, Inc. provides automotive semiconductors and software solutions for advanced driver assistance systems, autonomous vehicles, connected car, user experience and electrification applications. It designs, develops, manufactures and markets integrated circuits. The company also offers mixed-signal system-on-chips (SoCs) and system solutions for advanced driver assistance systems. In addition, it offers ultrasonic sensors for parking assistance and systems The company also offers LiDAR for distance, speed and obstacle detection, collision avoidance and emergency braking systems Furthermore, the company develops, manufactures and integrates photonic components and subsystems on various technology platforms, including fiber Bragg gratings (FBG), low-noise lasers, athermal and tunable packaging utilizing low-noise and high-speed electronics In addition, the company develops LiDAR, cybersecurity-enabled microcontrollers and sensor fusion processors. The company provides solutions in the United States, Greater China, Europe, South Korea, the rest of North America, the rest of Asia Pacific and South America. indie Semiconductor, Inc. was founded in 2007 and is headquartered in Aliso Viejo, California.
Indie Overview for Arm - subject to NDA
May 11, 2026
Indie zur Übernahme der CMOS-Bildsensor-Produktlinie von ams OSRAM
May 7, 2026
Indie berichtet Ergebnisse des ersten Quartals 2026
March 23, 2026
February 4, 2026
October 14, 2025
August 7, 2025
Indie-Halbleiter wird den führenden Anbieter der Automobilwahrnehmungssoftware emotion3D übernehmen
Juan's conclusion (Indie Semiconductor - Key financial figures 2025-2028)
Hoodie on, figures in view - here comes the crisp conclusion.
Indie looks like a classic "deep tech turnaround with turbo option". 2025 and 2026 are still clearly characterized by losses, but the direction is right: Sales are growing faster every year, margins are improving cleanly, and in 2027 the operating business tips into positive territory for the first time.
The real game changer is 2028: Net profit jumps massively into positive territory, ROE turns double-digit, and net debt is almost completely eliminated. This shows that the business model is finally scaling and the cash machine is starting up.
In short: INDI runs 2025-2026 in ramp-up, 2027 in transition - and 2028 in full throttle mode. For investors, this is the moment when a story becomes a real business model.
Market value 885.3
Number of shares (in thousands) 211,289
Date of publication 19.02.2026
Juan conclusion (INDI 2025-2028 valuation ratios)
Hoodie on, look at the multiples - here is the short, clear conclusion.
Indie Semiconductor shows a valuation picture that fits perfectly with a turnaround tech player. The years 2025-2027 still look chaotic: negative P/E ratios, shaky cash flows, PEG values that are more technical artifacts than real signals. But this is typical of companies that are still being built up.
The crucial point is 2028: The P/E ratio jumps into positive territory, the P/B ratio normalizes, and the FCF yield turns green. The valuation profile suddenly no longer looks like a "story stock", but like a company entering the earnings phase.
In short: 2025-2027 are valuation noise - 2028 is the moment when the numbers start to confirm the story. A classic re-rating case with a clear improvement in quality.
Juan summary
Hoodie on, view of the matrix.
INDI looks like a tech turnaround tipping into the maturity phase in 2028. Growth is brutally strong, profitability is turning clean, cash flow is becoming more stable and valuation is normalizing. Not a "sure tenbagger" yet, but the momentum is right - and 2028 is the first real vintage that looks like a scaling business model.
18,05,2026
today, 18:15:17 -
Nasdaq (USD)
3.920 USD
+ 4
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Spotify
https://open.spotify.com/episode/5SnK6faEUXC2r2uRhwzXIz?si=CIx2BFOpT6CyuRVhfE3DLQ
YouTube
Apple Podcast
