Joost van der Mandele / Pendelhaven Asset Management B.V. / the ARAR Fund / Fund Manager / Deep Value / Quantitative Analyst / Trader | Father | Mtg
The Netherlands
Joined October 2009
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'Datacenter buildout stocks deep in the red after $META announces it is even willing to dilute to throw more money at the buildout of datacenters.'
Sure, that makes sense. 🤷🤷
$PEUG. NAV p share came in at 144.80, slightly above estimate. Pretty accurate still :) (Yes, I do like to write my own critiques!)
Happy to share we had an amazing August, with the fund going up +11% (after fees), while markets went up only ~2%. We left the markets in the dust due to our continued positioning in $JXN, $SKHY, #goldminers and #shipping. Blessed to see 2026 is shaping up to be another great year! #famouslastwords
$DAC $IMPP $NMM $SBI $GRVY $THX
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$SKHY CEO says the memory shortage will last “through the end of 2030” as AI demand continues to outrun new supply.
2028 could well be another monster year for memory. Normalization keeps getting postponed bc of demand.
$SKHY $SNDK $KIOXIA $MU
$NVDA CFO says they expect to grow FY28 revenue at 70% (vs consensus 44%)
And this is a "supply constrained outlook".
Jensen says the unconstrained would be a lot higher.
Very strong outlook indeed.
it's so much more over than i even thought it possible to be over wsj.com/politics/national-se…
For insight on what "we're talking" means, check out Ukraine-Russia 2022-today.
BREAKING: President Trump tells @LucasFoxNews that talks with Iran are still on after recent strikes and reports raised questions about whether diplomacy has collapsed.
"For some reason when they're talking, they don't like saying that they're talking."
"They say 'we want to talk about the Strait.' But more importantly, from my standpoint, we want to talk about the denuclearization of Iran, because this is what it's all about. This is why I'm doing this."
Exactly, the irony of this quarter's earnings release is that prudently locking in a lot of long-term agreements early meant they didn't get the maximum pricing for the short term. It should pay off over the next 11-19 quarters though. On the other hand, it could also mean they locked in too many lta's early and had less capacity left for optimal-timed lta's, meaning they are stuck at lower-than-perfect prices.
All in all it's still a stretch to rationalize this months stock move as foresight on this release imo. #SKhynix
dit was letterlijk de low voor tenminste de 30 dagen erna, maar nu @NicoInberg ?
(geen positie, wie betaalt er nou 21x de winst voor een aandeel!?!? 😜)
First WC finals where literally every other squad in the world would have left a better impression than the team that came in second.
Joost van der Mandele - ARAR Fund retweeted
SK Group Chairman Chey Tae-won told reporters at the Korea Chamber of Commerce and Industry’s Jeju Forum on the 15th, “Demand for AI semiconductors is expected to increase by at least 60–100% next year compared with this year.” He added, “Even for the overall memory semiconductor market, demand should be expected to grow by at least 50–60%.”
Elaborating, Chey said, “Virtually no company will see any meaningful increase in supply next year, so the supply-demand gap is bound to widen significantly.” He continued, “Companies around the world are clamoring for memory chips—to the point where the situation could be described as utter chaos.” In other words, currently planned capacity expansions will be insufficient to meet the surge in demand.
Pretty big. What I find fascinating is that they continue to leapfrog each other. 12 months ago Kimi, Claude and ChatGPT seemed dead and Gemini seemed to take the crown, today it's the complete reverse. This still means the race is on, no one can afford to drop a beat and all are incentivized to stay in the race.
All v good for compute $SKHY $MU
Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5.
This is a 17-place jump from Kimi-k2.6 (#18 -> #1).
In Frontend, Kimi-K3 ranked #1 in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, Consumer Product, Simulations, and Content Creation Tools, landing #2 only in Gaming behind Fable 5.
The full model weights will be released by July 27.
Congrats to the @Kimi_Moonshot team on this major milestone!
Joost van der Mandele - ARAR Fund retweeted
Messi’s reaction to seeing Pickford knew where to go priceless. Like a “how the hell did he know”. Enzo points to the skies grateful it didn’t go to pens. A lot needs to change if England are to win the World Cup in four years. Pickford is not one of them.
ChatGPT refused to do a DCF for #SKhynix because it couldn't believe the numbers. After asking to retrieve analyst estimates it started dragging it's feet arguing it was too much work.
He's taking the 'replace the intern' really to another level. Might have to talk to him about this
