The most powerful 🧠 chart on semiconductors - this your roadmap for investing in the sector💾 Let’s dive into what it means 👇

@European_DGI Does this sound sustainable for big oil? Article from Bloomberg on free access here:

@European_DGI SanLorenzo $SL $SL.MI

@European_DGI @DvdndDiplomats Make sense. Congrats For the us holdings I assume you pay tax even as a non-résident is that also the case for UK with Shell ?

@European_DGI @DvdndDiplomats Why not total ? I take that Shell is a cannibal machine but on the green orientation, total is having the lead no?

Clinica Baviera $CBAV is transforming its recently acquired UK business 🇬🇧! Rebranding effort, all-around facelift, new technologies and cutting edge medical devices 👌

@LionCubsFund Curious to hear the reasons behind such a move and to what have you allocated the funds ? Thanks 👍

@Rechauffiste @IguanoDeLaBolsa Hahaha même dilemme pour moi 😊

Good news for Vinci $DG $DG.PA! 📉 The proportion FCF from VINCI Autoroutes dropped from 41% in 2023 to 37% in 2024, reflecting the group's strategy to reduce reliance on the French highway business. 🚗➡️📊

Bonne nouvelle pour Vinci $DG ! 📉 La part du FCF provenant de VINCI Autoroutes est passée de 41 % en 2023 à 37 % en 2024, reflétant la stratégie du groupe de réduire sa dépendance au secteur autoroutier. 🚗➡️📊 $DG.PA

🚨 L’Oréal 🇫🇷 $OR.PA $OR takes a minority stake in Amouage, expanding its footprint in high-end & ultra-luxuy perfumery. 💎✨ 🔥

L'Oréal $OR $OR.PA : trying to read between the lines what could be the situation for Aesop after the surprising departure of its CEO and founder 👇👇 ➡️ PR highlights : "record operating margin at 20.0% (+20bps and +40bps excluding Aesop)."

@LeaPrunier2 @Loris_Dalleau @Patriot84175597 Donc tu suggères de regarder quoi si je peux me permettre ?

Just listened to @NicolaiTang1 last podcast with ASML CEO Christophe Fouquet 🎙️💡. Incredible insights into EUV tech, semiconductors, and the long-term mindset driving innovation in one of the world's most strategic industries. $ASML $AMAT $KLAC ! 👇👇

And two more acquisitions for $ATCO with one small distributor of compressors in Colombia 🇨🇴 and a german 🇩🇪 provider of compressed air technology 6️⃣ Completed acquisitions in 2025 for Atlas Copco

🚨 January Portfolio Update: Up +6.73% 🚀 Top performer 🏆: KLA Corp $KLAC & European 🇪🇺 stocks --🆕 New: $Otis --🟧Sold: Italian Sea Group $TISG sold & proceeds added to San Lorenzo $SL $SL.MI --🟩 Increased: ASML $ASML, Clínica Baviera $CBV, L'Oréal $OR 🙌

@European_DGI what is on the top end of your watchlist ? Looking forward to opportunities tomorrow

Top 5 losers of the tariffs war: 🔸Deere $DE 🚜- 🇨🇦 market at risk + 📈steel costs 🔸GM $GM 🚗-Auto supply chains hit 🔸Canadian Pacific $CP 🚂 – Cross-border trade slows 🔸Suncor $SU ⛽ – 🇺🇸 10% tariff on 🇨🇦 oil hurts export 🔸Brown-Forman $BF.A, $BF.B 🥃Retaliation on bourbon

"🇺🇸💸🇪🇺 Many think the U.S. has a massive trade deficit with the EU. ➡️When you factor in services, the deficit shrinks a lot to ~EUR 45 billion (23 data). 📦 Goods: Yes, there’s a deficit. 💻 Services: U.S. giants like Netflix & Microsoft bring in billions from Europe! 👇👇

@ecommerceshares No no no, consider trade in services as well. Have a look at the European Union website you will see stats on that & how much Netflix, Amazon and the likes take from the EU When you consider both you get close to a balance

"This is a railroad built forever, not a railroad built for 48 months." 🛤️🚂💨 CPKC - Canadian Pacific CEO’s words will be tested as Trump’s 🇨🇦 tariffs hit. I wouldn’t want to be an executive at $CP or $CNI tomorrow… but if there’s a dip, I’ll likely start a position! 📉👀