Florin Marian πŸ‡·πŸ‡΄ 🀝πŸ‡ͺπŸ‡ΊπŸ€πŸ‡ΊπŸ‡Έ (@FMTrade4Life) header
Florin Marian πŸ‡·πŸ‡΄ 🀝πŸ‡ͺπŸ‡ΊπŸ€πŸ‡ΊπŸ‡Έ (@FMTrade4Life) profile picture

Florin Marian πŸ‡·πŸ‡΄ 🀝πŸ‡ͺπŸ‡ΊπŸ€πŸ‡ΊπŸ‡Έ

@FMTrade4Life

Former sport journalist, former stock market broker, but always an investor. Remember, a goal without a plan is just a wish! πŸ’ͺ

 Bucharest
Joined January 2013
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Photo by Florin Marian πŸ‡·πŸ‡΄ 🀝πŸ‡ͺπŸ‡ΊπŸ€πŸ‡ΊπŸ‡Έ (@FMTrade4Life)Photo by Florin Marian πŸ‡·πŸ‡΄ 🀝πŸ‡ͺπŸ‡ΊπŸ€πŸ‡ΊπŸ‡Έ (@FMTrade4Life)Photo by Florin Marian πŸ‡·πŸ‡΄ 🀝πŸ‡ͺπŸ‡ΊπŸ€πŸ‡ΊπŸ‡Έ (@FMTrade4Life)Photo by Florin Marian πŸ‡·πŸ‡΄ 🀝πŸ‡ͺπŸ‡ΊπŸ€πŸ‡ΊπŸ‡Έ (@FMTrade4Life)Photo by Florin Marian πŸ‡·πŸ‡΄ 🀝πŸ‡ͺπŸ‡ΊπŸ€πŸ‡ΊπŸ‡Έ (@FMTrade4Life)Photo by Florin Marian πŸ‡·πŸ‡΄ 🀝πŸ‡ͺπŸ‡ΊπŸ€πŸ‡ΊπŸ‡Έ (@FMTrade4Life)Photo by Florin Marian πŸ‡·πŸ‡΄ 🀝πŸ‡ͺπŸ‡ΊπŸ€πŸ‡ΊπŸ‡Έ (@FMTrade4Life)
$MU has a forward P/E of 3.78 $SNDK has a forward P/E of 3.52
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Deleting posts on X says everything about Elon’s refusal to take responsibility and reveals just how immature and unbalanced he is. Unfortunately, this man,whom I once regarded with respect has diminished significantly over the last four years. And politics will destroy him.
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what happened with $VRT almost -7%
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Florin Marian πŸ‡·πŸ‡΄ 🀝πŸ‡ͺπŸ‡ΊπŸ€πŸ‡ΊπŸ‡Έ retweeted
Kalshi (@Kalshi) profile picture
Kalshi
@Kalshi22h
JUST IN: House Democrats say they will probe Trump family deals after election win
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Elon will learn that politics is toxic, for him included. $tsla $spcx
Remarks (@remarks) profile pictureRemarks
@remarksOct 23
JUST IN: πŸ‡ΊπŸ‡Έ Elon Musk spends $446 million on US midterm elections, becoming the largest individual political donor in modern American history.
Image from Remarks (@remarks)
Image from Remarks (@remarks)
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Statisticile arată că pierderea Congresului de către partidul președintelui nu este un factor negativ pentru S&P 500. Din contră, perioadele cu guvern divizat au generat istoric unele dintre cele mai consistente și solide randamente pentru bursa americană. $mu $nvda $amd
Image from Florin Marian πŸ‡·πŸ‡΄ 🀝πŸ‡ͺπŸ‡ΊπŸ€πŸ‡ΊπŸ‡Έ (@FMTrade4Life)
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A legitimate question: if the Democrats win the election this week, won’t the businesses and companies managed by Elon Musk be affected? I suspect we’ll see some declines for Tesla and SpaceX? I don’t want that to happen, but I believe that will be the market’s reaction.
Image from Florin Marian πŸ‡·πŸ‡΄ 🀝πŸ‡ͺπŸ‡ΊπŸ€πŸ‡ΊπŸ‡Έ (@FMTrade4Life)
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Florin Marian πŸ‡·πŸ‡΄ 🀝πŸ‡ͺπŸ‡ΊπŸ€πŸ‡ΊπŸ‡Έ retweeted
Jon Erlichman (@JonErlichman) profile picture
Jon Erlichman
@JonErlichmanOct 30
Expected profit growth in next 4 years: SpaceX: +7,923% Marvell: +508% AMD: +501% Arm: +335% Palantir: +334% Broadcom: +306% Celestica: +285% Oracle: +193% Nvidia: +168% Vertiv: +112% Arista: +112% TSMC: +110% Microsoft: +101% ASML: +91% Dell: +83% Meta: +75% Amazon: +36% Alphabet: +30% Based on expected 4-year net income growth, includes current fiscal year) Source: average analyst estimates (Bloomberg)
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$SKHY has very strong results. $MU is next
Wall St Engine (@wallstengine) profile pictureWall St Engine
@wallstengineOct 27
SK HYNIX $SKHY Q3’26 EARNINGS HIGHLIGHTS πŸ”Ή Revenue: $78.9B (Est. $74.8B) 🟒; +328% YoY πŸ”Ή Oper Profit: $62.8B (Est. $58.5B) 🟒; +632% YoY πŸ”Ή Oper Margin: 80%; +3,300 bps YoY; record high πŸ”Ή QoQ: Revenue +32% / Oper Profit +38% Q4 Guide: πŸ”Ή DRAM Bit Growth: Mid-20% QoQ πŸ”Ή NAND Bit Growth: Mid-single% QoQ incl. Solidigm Q3 Pricing & Volume: πŸ”Ή DRAM ASP: High-20% QoQ; bits ~+10% QoQ πŸ”Ή NAND ASP: Mid-20% QoQ; bits slightly lower QoQ Profitability: πŸ”Ή Gross Margin: 85.7% (Est. 85.2%) 🟒 πŸ”Ή EBITDA: $66.1B; 84% margin; +486% YoY πŸ”Ή EPS: $41.07; +205% YoY Financials: πŸ”Ή Cash: $86.3B; +311% YoY πŸ”Ή Interest-Bearing Debt: $11.9B; -34% YoY πŸ”Ή Net Debt-to-Equity: -32%; -2,800 bps YoY πŸ”Ή Operating Cash Flow: $41.3B; +281% YoY πŸ”Ή Total Assets: $295.5B 2027 Market Outlook: πŸ”Ή DRAM Demand Bit Growth: +mid-20% YoY πŸ”Ή NAND Demand Bit Growth: +high-teens% YoY πŸ”Ή 2027 CapEx: To rise significantly vs 2026 πŸ”Έ Memory demand expected to outpace supply through 2030 Product & Technology: πŸ”Ή HBM4: Expected to surpass HBM3E in HBM shipment and revenue share in Q4 πŸ”Ή 2027 HBM: Negotiations finalized; profitability gap with conventional DRAM expected to narrow meaningfully πŸ”Ή M15X: Ramp-up accelerating to full capacity by end-2026 πŸ”Ή 321L NAND: Over 50% of domestic capacity in Q4 Business Highlights: πŸ”Ή LTAs: Signed with 14 key customers incl. major global CSPs; standard 5-year term; over 50% of 2027-2028 capacity secured πŸ”Ή Q3 Dividend: ~β‚©20,000/share (~$15.08), incl. a β‚©10,000 special dividend from realized Kioxia gains πŸ”Ή Share Acquisition: β‚©20T (~$15.1B) for the quarter, incl. ~β‚©10T for executive & employee compensation πŸ”Έ Quarterly revenue topped β‚©100T for the first time Note: πŸ”Ή Net Profit: $30.0B; +216% YoY πŸ”Έ Includes a $24.6B non-operating loss: a $17.3B investment-asset loss and an $8.8B FX loss as the won strengthened FX used for USD conversion: $1 = β‚©1,326 (mid-market; Oct 27, 2026)
Image from Wall St Engine (@wallstengine)
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If this news is true, it’s an absolute disgrace for Musk. $tsla $spcx
The Wall Street Journal (@WSJ) profile pictureThe Wall Street Journal
@WSJOct 20
Breaking: Elon Musk ordered the Starlink slowdown that blindsided Ukraine on.wsj.com/4sgcpBv
Exclusive | Musk Ordered Starlink Slowdown That Blindsided Ukraine

Exclusive | Musk Ordered Starlink Slowdown That Blindsided Ukraine

The SpaceX founder authorized the move and has been discussing Ukraine with Trump, but the president has denied ordering the restrictions.

wsj.com
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🧐$NVDA $AMD $MU
Barchart (@Barchart) profile pictureBarchart
@BarchartOct 19
Hedge Funds dumped tech stocks last week at the fastest pace in AT LEAST a decade 🚨
Image from Barchart (@Barchart)
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The Economist strikes again, after a very good interverview with Musk, now the chief editor talked with Alice Weidel (AfD). As i like history at wich Elon suckes, I felt terible disturbed to think that this party will soon go over Germany.
The Economist (@TheEconomist) profile pictureThe Economist
@TheEconomistOct 15
Ukraine has β€œalready lost” the war against Russia, says @Alice_Weidel, co-leader of the Alternative for Germany party, which is leading German opinion polls. She told @zannymb, that Germany should pull the plug on support for Ukraine against Vladimir Putin’s invasion. Watch the full interview at 6pm London time (1pm in New York): bit.ly/4yrcX9s
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I think $MU should do a split stock. Retail investors are more confortable to buy entire piece of stock than fractional. Imagine, $MU at 90$.
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Now this is f… magnificent! I think is the most tech advanced car from our time. Good job, Tesla!
Sawyer Merritt (@SawyerMerritt) profile pictureSawyer Merritt
@SawyerMerrittOct 16
I just saw this in person, and I am still asking how this wasn’t AI πŸ˜‚
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This month is red. Next month, after midterms we are green.
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Huge deal!
Elon Musk (@elonmusk) profile pictureElon Musk
@elonmuskOct 8
Very big deal
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Florin Marian πŸ‡·πŸ‡΄ 🀝πŸ‡ͺπŸ‡ΊπŸ€πŸ‡ΊπŸ‡Έ retweeted
Elon Musk (@elonmusk) profile picture
Elon Musk
@elonmuskOct 8
This will sound super crazy, but I see a path to SpaceX being worth orders of magnitude more than the current Earth economy
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$MU should do a split stock. I see the same path as $nvda
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This is great!
Arnau Font (@senyorfont) profile pictureArnau Font
@senyorfontOct 6
🚨 Alemanya dona suport a l’aprovaciΓ³ del sistema de conducciΓ³ autΓ²noma supervisada de Tesla (FSD) a tota la UniΓ³ Europea πŸ‡©πŸ‡ͺπŸ‡ͺπŸ‡Ί DesprΓ©s de negociar directament amb Tesla, el govern alemany ha arribat a un acord sobre els punts que generaven mΓ©s dubtes i el ministre de Transport assegura que treballarΓ  perquΓ¨ el sistema s’aprovi a Europa Β«tan aviat com sigui possibleΒ». Entre els acords: βœ… El sistema podrΓ  superar el lΓ­mit de velocitat fins a un mΓ xim del 10%β€¨βœ… El conductor continuarΓ  sent responsable de la conducciΓ³β€¨βœ… Tesla ha ofert canviar el nom de β€œFSD” a β€œTesla Assisted Driving” Fa nomΓ©s uns dies Alemanya encara expressava dubtes sobre la seva aprovaciΓ³. Un pas ENORME per l’FSD a Europa. πŸ‡ͺπŸ‡Ί
Image from Arnau Font (@senyorfont)
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$MU is a beast! The cycle will hold a few years more!
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