@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.
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.
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.
