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$FDJU: A French Monopoly with a 9.3% Yield and a Massive Valuation Gap 🎰🇫🇷
**The Company: A Legal Monopoly** $FDJU (formerly La Française des Jeux) is the leader in the French gambling market. They hold a long-term legal monopoly on lottery games and offline sports betting in France. It is a high-margin, predictable cash-flow business. Recently, they expanded their footprint significantly by acquiring Kindred …
SoftBank Vision Fund books $2.4 billion quarterly gain boosted by OpenAI bet
Private equity is having its own circlejerk moment, or should we say selfjerk moment? Softbank invested again at a higher valuation to book it's original investment at higher profits?
$FSLY AI Beneficiary Trading at a SaaS ShitCo Valuation
$FSLY reported earnings today AH and beat analyst estimates across the board while lifting 2026 revenue guidance to $710m (+6% vs. estimates). Q4'25 revenue growth accelerated to 23% YoY while RPO increased 55% YoY. That RPO backlog growth implies that management is sandbagging their 2026 revenue guide, which was further …
My best bet
EMAT is at a historic low. Look at the 5 year history. Under 7 dollars for literally the first time. Critical minerals company with no debt.
AST SpaceMobile Announces Proposed Private Offering of $1.0 Billion of Convertible Senior Notes Due 2036
I am too regarded to understand why the stock dumped 10% after hours, please explain [AST SpaceMobile Announces Proposed Private Offering of $1.0 Billion of Convertible Senior Notes Due 2036](https://finance.yahoo.com/news/ast-spacemobile-announces-proposed-private-215500825.html)
Umicore (UMICY)
# Investment Summary **Recommendation: Buy** (Long-term, 12-36+ months) **Position:** Long **UMICY** (common shares), starter position, looking to add on dips **Thesis:** Market's pricing Umicore like battery materials are dead forever, while ignoring steady cash flow from recycling + catalysis and capex cuts; battery segment is optional upside, not the core …
Finally recovered my loss
Down 50k from Dec'24 to Nov'25 (just kept making multiple deposits). Finally made back my losses. Still down 300k on another account, wish me luck.
What happened to OP?
Did he make the right decision, or did he listen to the regards in the comments that told him not to buy the calls!?
Alphabet Raises $32B in Bonds to Go All-In on AI, 100-Year Bond Incoming?
Google just went and raised $32 billion in bonds… and here’s the wild part: they don’t even need the cash right now. They’re talking 7 maturities, Europe included, and possibly a 100-year bond. All-in on AI. Data centers, chips, Gemini AI. And investors? They threw over $100 billion at it …
DD: The Upcoming "Token Factory" Supercycle. ~700K in GOOG, MSFT LEAPs
Last time I posted about my 30 bagger GOOGL LEAP play everyone flamed me for not posting until it had already partially materialized, so here I am right before I make my next massive play. I made that play because of similar macro-level considerations (the fact that Google's best model …