B (@bpol69) profile picture

Ik ben gesteld op privacy en een professionele belegger met tientallen jaren ervaring aan zowel de buy-side als de sell-side

Joined May 2018
Photo by B (@bpol69)Photo by B (@bpol69)Photo by B (@bpol69)Photo by B (@bpol69)Photo by B (@bpol69)Photo by B (@bpol69)Photo by B (@bpol69)Photo by B (@bpol69)Photo by B (@bpol69)Photo by B (@bpol69)
$MU $GLOBALWAFERS
1
219
Goldman is restricting Anthropic's claude code ....
209
Kioxia, a major Japanese NAND flash memory maker and $SNDK's longtime manufacturing joint-venture partner, issued its Q3 (Oct–Dec) outlook: 🔹 Revenue: $15.9B (Est. $18.6B) 🔴; +1% QoQ 🔹 Oper Profit: $12.7B (Est. $14.9B) 🔴 🔹 Net Profit: $8.6B (Est. $10.2B) 🔴 🔹 EPS: $5.41 (Est. $6.65) 🔴 🔹 9M: Oper Profit $33.4B / Net Profit $22.6B 🔸 Sees Q3 at about the Q2 level: data-center demand stays strong, but a stronger yen weighs (assumes ¥157/$ vs ¥161 in Q2)
14
41
11
378
112,044
Item over de hoge gasprijzen bij @NOS #achtuurjournaal “De overheid kan een deel van de winst van Shell afpakken” Dit kan echt niet langer. Wederom NIETS over onze enorm hoge belastingen op gas. Ga je schamen NOS
67
312
16
1,020
25,941
6,3 miljard dollar Dit moet met voorsprong de grootste cryptoroof ooit zijn En te gek voor woorden dat 1 gecompromitteerde laptop van 1 medewerker volstond om dat bedrag buit te maken
Binance's initial investigation suggests that the security incident may involve a compromised DevOps engineer’s laptop, which allowed an attacker to gain access to a service container and submit unauthorized withdrawal transactions. We have found no evidence of any wallet private key leak. We will share a detailed technical post-mortem once the investigation is complete and the facts are fully verified. The estimated total impact sits at around $6.3B. We have worked with blockchain partners to freeze affected assets, with ~$3 billion frozen on-chain so far. Binance will cover all losses from the SAFU fund and the company’s funds. User funds are safe. We will also publish an updated Proof of Reserves once the remediation is complete. As an immediate precaution, Binance has: - temporarily suspended deposits and withdrawals while security checks are completed; - revoked the affected address authorisation; - engaged law enforcement and blockchain intelligence partners to trace and recover funds. Our teams are working around the clock to resolve this issue safely and thoroughly. We are working closely with our law enforcement partners to confirm the identity of these criminals and bring them to justice. Please rely only on official Binance channels for updates. Please feel free to contact Binance Customer Support if you have any further questions. binance.com/en/support/annou…
14
3
37
4,885
KLA QSep26 - Revenue up 13% q/q and 29% y/y to $4.14B (above midpoint) at 62.7% GM - QDec guided to $4.7B (+14% q/q) at 62.5% GM - Raises CY26 WFE (including AP) to the mid-$150B from low-$150B in July - Expects CY27 WFE > $200B - 2H26 revenue now up about 25% h/h (vs prior expectation of 20%)
3
6
2
31
18,780
SHELL $SHEL Q3’26 EARNINGS HIGHLIGHTS 🔹 Adj. Earnings: $10.81B (Est. $9.92B) 🟢 🔹 Adj. EBITDA: $22.74B (Est. $21.57B) 🟢 🔹 CFFO: $21.04B (Est. $17.29B) 🟢 🔹 Cash Capex: $7.9B 🔹 Free Cash Flow: $16.3B 🔹 Net Debt: $39.7B 🔹 Gearing: 16.6% 🔹 Income Attributable to Shareholders: $12.1B Q4 Outlook: 🔹 Integrated Gas Production: ~1,080-1,180 kboe/d 🔹 LNG Liquefaction: ~7.3-7.9M tonnes 🔹 Marketing Sales Volumes: ~2,400-2.6M b/d 🔹 Refinery Utilisation: ~92%-100% 🔹 Chemicals Utilisation: ~78%-86% Segment Revenue: 🔹 Integrated Gas: $13.8B 🔹 Upstream: $1.7B 🔹 Marketing: $39.4B 🔹 Chemicals & Products: $26.5B 🔹 Renewables & Energy Solutions: $11.5B Announcements: 🔹 ARC Acquisition: $13.9B purchase consideration; ~370 kboe/d added 🔹 LNG Canada Phase 2: capacity to 28M tonnes; nearly 6 mtpa additional LNG Key Updates: 🔹 Working Capital: $638M outflow Capital Return: 🔹 Buyback: $5.0B, to complete by Q4 results 🔹 Dividend: $0.3906/share 🔹 Distributions: $5.3B
5
17
2
128
25,757