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timontti.bsky.social
timontti
@timontti.bsky.social
Investing in Growth & Quantum 🐾 6 year CAGR: 33.1% 🐾 ENG/FIN 🐾 Fundamental & Technical analysis
Pinned
Game of Stonks:
- Build yourself good knowledge of the business.

- Estimate the Fair Value range (scenarios) for a longer period, e.g. 2-4 years ahead.

- Use manic-depressive Mr. Market to your advantage (fig. below).

- Concentrate on best cases, follow them daily.

- Time.
#cccx Infleqtion SPAC:
- Pure play QC with sensing, clocks, etc.
- Contracts: US Navy/Army etc.
- 2nd largest revenue after #ionq
- P/S about 30x vs. #qbts #ionq etc. at 250-400x
- decent logical cubits roadmap
- to be listed in Dec./Jan. Under #infq
- stock could 2-3x easily
September 24, 2025 at 5:29 PM
#kvantti leaderboard Q3'2025
September 21, 2025 at 3:00 PM
Lyhyt yhteenveto #kvantti toimijoista (ketju). Voi sisältää virheitä. DYOR aina - ehkä tämä auttaa alkuun.
(1/15)
September 19, 2025 at 4:28 AM
Sijoitusteesi:
- Kvantti tulee AI:n rinnalle 2030-luvulle mentäessä.

- Kvantin TAM sama, kuin AI. 'Unknown' voi viedä reilusti ylikin.

- Teknis-taloudellinen merkitys: KVANTTI > AI

- Mag 7 rinnalle tulee ainakin 1-2 voittajaa Kvanttipuolelta. First Mover advantage keskeistä.
September 17, 2025 at 5:49 AM
Reposted by timontti
RedEye, DNB and Pareto on #sus
August 24, 2025 at 1:00 PM
Danske on #SUS
August 12, 2025 at 1:16 PM
Pareto on #SUS (TP 160SEK / BUY).
August 11, 2025 at 8:43 AM
July 2, 2025 at 9:55 AM
#SNES 9 month trial:
"As a result of the collaboration, rodenticides have been eliminated from all 267 bait stations across common areas in UHills"

senestech.investorroom.com/2025-06-25-S...
SenesTech and Irvine Campus Housing Authority Conclude Successful Field Trial of Evolve™ Rat Birth Control at UC Irvine
A multi-pallet restocking order for continued deployment and expansion is being placed SURPRISE, Ariz., June 25, 2025 /PRNewswire/ -- SenesTech, Inc. (NASDAQ: SNES, "SenesTech" or the "Company"),...
senestech.investorroom.com
June 25, 2025 at 12:46 PM
#SNES evolve ratings have gathered some speed with great avg. reviews at Amazon.

Walmart.com has lesser reviews but great avg. score :)

Product is clearly working for consumers also 🔥
June 19, 2025 at 4:25 PM
#snes
- NYC 1st intrm. results '100% consumption' ✅
- Baltimore expanding after test period
- Chicago: multiple service area budgets for 2026 incld. #snes
- New openings in S-America and UaE
- New California university study confirming Evolve efficiency

so much going on 🔥🔥
June 18, 2025 at 3:21 PM
- HONOR will release 400 series phones on Fri 6th June.

- First with new AI Connect that allows for seamless connectivity with iOS devices.

- Elabs will have prox.sensor included (unannounced).

- HONOR's 10bn$ ecosystem plan.

- Friday could be significant day for #ELABS 🇳🇴
June 4, 2025 at 4:37 PM
Goldman estimates 17-20% CAGR growth for GLP-1 for the next 7-8 years. It's much about ramp-up of production. Medicines are already sufficiently effective. Next step is mainly to provide pills.

#NOVO #NVO

www.goldmansachs.com/insights/art...
www.goldmansachs.com
May 27, 2025 at 10:50 AM
May 23, 2025 at 5:37 AM
Reposted by timontti
May 13, 2025 at 8:01 AM