Marios Valiandes
Marios Valiandes @zizujr

Performance
All

11.49%2026
2026
45.87%2025
2025
41.33%2024
2024
15.35%2023
2023
45.9%0%-45.9%
Marios Valiandes
πŸ“‰βž‘οΈπŸ“ˆ REMINDER: WE THRIVE ON DIPS At the start of the year we were -20% because of the SaaSpocalypse. Since April we're +32%. April and August both brought 10-15% drops in about 10 days. Both were overreactions, and we bought while others feared. 🎬 WE'VE SEEN THIS MOVIE BEFORE Jan 2025:... Show More
Marios Valiandes
🚨 $CRWV (CoreWeave Inc) | COREWEAVE BONDS HIT A RECORD 14.5% YIELD πŸ“° WHAT HAPPENED 🟑 CoreWeave's $1.25B notes due 2032 touched a 15% yield on Oct 13, then closed at a record 14.5% (Benzinga, Oct 14) 🟑 Chamath Palihapitiya shared the chart asking if AI is building a private credit bubble. Elon... Show More
Marios Valiandes
CPI drops today at 8:30 AM ET (15:30 Cyprus). Which trade wins the day? $ASML (ASML Holding NV) $BAC (Bank of America Corp) $MS (Morgan Stanley) $SMH (VanEck Vectors Semiconductor ETF)
Not investment advice. The author may have financial interests in the mentioned instruments.
$ASML buy the dip
100.00%
$BAC after the fine
100.00%
$MS trading beat
100.00%
$SMH chip rebound
100.00%
Marios Valiandes
🏭 $ASML (ASML Holding NV) | RECORD Q3, GUIDE RAISED, AMSTERDAM OPENS NEXT πŸ“° WHAT HAPPENED 🟒 Record Q3 net sales €11.7B, gross margin 57.5%, net income €5.0B, EPS €12.95 (ASML PR, Oct 14) 🟒 Raised full-year 2026 sales guide to €44-45B (third lift this year) and guided Q4 sales €14.2-15.2B (ASML PR,... Show More
Marios Valiandes
🚁 $ENVX (Enovix Corporation) | 100,000-BATTERY DRONE ORDER, +11.6% AFTER HOURS πŸ“° WHAT HAPPENED 🟒 Initial purchase order for 100,000 battery units from a multinational dual-use drone maker, deliveries in 1H 2027 (Enovix / GlobeNewswire, Oct 13) 🟒 Follow-on orders expected in 2H 2027 and beyond after... Show More
Marios Valiandes
🏦 $BAC (Bank of America Corp) | $1.2B AML FINE HOURS BEFORE EARNINGS πŸ“° WHAT HAPPENED 🟒 Treasury hit Bank of America with more than $1.2B in AML and sanctions penalties (CNBC / Treasury, Oct 13) 🟒 BAC admitted it failed to timely report more than $5B in suspicious transactions (Treasury, Oct 13) 🟒... Show More
Marios Valiandes
πŸ’Š $LQDA (Liquidia Corporation) | LIQUIDIA ENDS THE UNITED THERAPEUTICS WAR, STOCK +42% AFTER HOURS πŸ“° WHAT HAPPENED 🟒 Global settlement resolves all 6 lawsuits with $UTHR (United Therapeutics Corp). YUTREPIA stays on the market for PAH (Liquidia / GlobeNewswire, Oct 13, 2026) 🟑 Liquidia drops the... Show More
Marios Valiandes
🚨 $GME (GameStop Corp.) | RYAN COHEN BUYS ANOTHER $22.8M OF GAMESTOP πŸ“° WHAT HAPPENED 🟒 CEO Ryan Cohen bought 844,130 shares on Oct 13 at $26.75 to $27.00 (SEC Form 4, Oct 13, 2026) 🟒 His 5th open-market buy since Sept 10 🟑 $GME traded +2.8% after hours at ~$27.98 (Yahoo Finance, Oct 13) πŸ“Š KEY... Show More
Marios Valiandes
πŸ“‰ $CIFR (Cipher Digital Inc) | $850M ZERO-COUPON CONVERT SPOOKS THE TAPE πŸ“° WHAT HAPPENED 🟒 Cipher Digital proposed a private offering of $850M of 0.00% convertible senior notes due 2032, subject to market conditions (company PR / GlobeNewswire, Oct 13) 🟒 Initial purchasers get a 13-day option for... Show More
Marios Valiandes
⚑ $EFXT (Enerflex Ltd) | ENERFLEX LANDS 1 GW+ DATA CENTER POWER CONTRACT πŸ“° WHAT HAPPENED 🟒 Enerflex won a contract to design, engineer, fabricate and assemble more than 1 GW of behind-the-meter natural gas power units for a North American data center (company PR / StreetInsider, Oct 13) 🟒 Combined... Show More

About Marios Valiandes
Cyprus
Strategy: Multi-Strategy

Multi-strategy investor targeting growth stocks and undervalued opportunities.
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227 Followers