Nicolas Oddo @Cheetah26: "💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 Dear..."

United Kingdom

💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 Dear followers and copiers, Only one company in our portfolio reported Q2 earnings today morning. 𝗠𝘂𝗻𝘁𝗲𝗿𝘀 𝗚𝗿𝗼𝘂𝗽 $MTRS.ST (Munters Group AB) provides 𝗰𝗹𝗶𝗺𝗮𝘁𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 𝗮𝗻𝗱 𝗮𝗶𝗿 𝘁𝗿𝗲𝗮𝘁𝗺𝗲𝗻𝘁 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝗮𝗰𝗿𝗼𝘀𝘀 𝟯 𝗺𝗮𝗶𝗻 𝘀𝗲𝗴𝗺𝗲𝗻𝘁𝘀: 📌 Data Centres (this division is driving the most growth) 📌 AirTech 📌 FoodTech The strong order intake growth (+137%) highlights the continuous scale up of data centres (which also confirms my investment thesis for Hexatronic). Munters is the only stock significantly up in my portfolio today thanks to the strong Q2 report, while the rest of the market continues to show weakness. 🎯 𝗜 𝗮𝗺 𝗿𝗲𝗮𝘀𝘀𝘂𝗿𝗲𝗱 𝗯𝘆 𝘁𝗵𝗲 𝗰𝘂𝗿𝗿𝗲𝗻𝘁 𝗺𝗮𝗿𝗸𝗲𝘁 𝗰𝗼𝗿𝗿𝗲𝗰𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝘄𝗶𝗹𝗹 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝗰𝗼𝗻𝘃𝗲𝗿𝘁𝗶𝗻𝗴 𝘀𝗼𝗺𝗲 𝗯𝗼𝗻𝗱𝘀 𝘁𝗼 𝘀𝘁𝗼𝗰𝗸𝘀 𝗲𝗮𝗿𝗹𝘆 𝗻𝗲𝘅𝘁 𝘄𝗲𝗲𝗸. $NFLX (Netflix, Inc.) is on my watchlist, the earnings yesterday showed a slight miss, but I'm more interested in how they use AI to produce content while reducing costs. This may take a while to play out, but there is potentially a very good story here. Happy Friday everyone! Nico $SPX500 $NSDQ100

Not investment advice. The author may have financial interests in the mentioned instruments.

4 Mentioned

MTRS.ST

Munters Group AB

NFLX

Netflix, Inc.

SPX500

SPX500 Index (Non Expiry)

NSDQ100

NASDAQ100 Index (Non Expiry)

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