Hubens Capital retweeted
POV: Pretending to listen to my wife’s story but really just thinking about stock market
Maybe we should start a competitor to Amazon 🤔
amazon is blocking grok @bots from ordering, and elon's answer is just have your bot buy it somewhere else.
one of my grok bots only handles my amazon returns, so i'm watching this one closely.
would you switch stores for your bot? 🛒
Elon, i think its time for an X Shop? 👀
Hubens Capital retweeted
Ik weet niet of je veel buitenlandse investeerders trekt als je ze een lager rendement en meer risico biedt dan elders.. vastgoedinsider.nl/boekholt-…
Hubens Capital retweeted
Opties hoeven helemaal niet risicovol te zijn. In deze themapodcast laten we zien hoe u opties kunt inzetten om de risico-rendementsverhouding van uw portefeuille te verbeteren.
Samen met professioneel optiehandelaar @CapitalHubens geven we u praktische tips, zodat u een betere optiebelegger wordt. Veel luisterplezier!
podcasts.apple.com/us/podcas…
Hubens Capital retweeted
Koersen, winsten, marges, aantal outlook-verhogingen en de rest: het is een recordfeest dit cijferseizoen.
Allemaal leuk en aardig, zijn er dan geen risico’s meer? Zeker, u hoort ze in het BeursCafé. Maar er is meer, want we hadden mooie cijfers van Adyen, ABN Amro en Triodos.
Optiespecialist @CapitalHubens schuift aan en vertelt hoe u met opties de risk/reward bij ServiceNow verbetert.
Wij danken onze vrienden van de show Freedom24 en Wijs & van Oostveen. Veel luisterplezier!
open.spotify.com/episode/3ln…
Oops Orober
In a supermarket in Amsterdam muslims don’t even hide their support for the Oct 7th massacre. These people should be arrested immediately and expelled out of The Netherlands with their whole family!
Picture from: @CIDI_nieuws
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Hubens Capital retweeted
There is some reporting that Treasury removed Iran-related sanctions from its website. A Treasury official tells me, “This is not indicative of any shift in U.S. policy toward the Government of Iran, the Islamic Revolutionary Guard Corps—Qods Force, any designated terrorist organization, or any person who supports or acts on behalf of any of these. Today’s removal was done as part of the normal administrative process upon review of the specifics related to FBA.”
Here’s what happened:
—OFAC removed sanctions on Fly Baghdad Airlines (FBA) and its two aircraft. FBA is being removed from the SDN List after having submitted petitions and going through the administrative reconsideration process. FBA has demonstrated major changes to their operations such that their listing is no longer warranted.
—Counterterrorism and Iran-related removals are not indicative of any shift in U.S. policy toward the Government of Iran, the Islamic Revolutionary Guard Corps—Qods Force (IRGC-QF), any designated terrorist organization, or any person who supports or acts on behalf of any of these.
—Today’s removal was done as part of the normal administrative process upon review of the specifics related to FBA.
Hubens Capital retweeted
Nvidia $NVDA CEO, Jensen Huang, on supply of HBM bits:
"We don't have enough bits. We are constrained in HBM memory, LPDDR memory. We are constrained in every part of the supply chain."
Hubens Capital retweeted
$RPI: $283 -> $983, up 247% from my thesis post.
Quote: Strong AI-related demand was expected to result in core profit "significantly ahead" of market expectations.
Turns out European Media’s favorite “memestock” with “no fundamentals” back in Feb.
Was actually was backed by revenue growth from AI?
Hubens Capital retweeted
De Eerste Kamer moet de nieuwe box 3 linea recta doorverwijzen naar de prullenbak!
@RubendeMink heeft alle sommen gemaakt en we komen tot de conclusie dat de schade van de Wet Werkelijk Rendement voor uw portemonnee nog groter is dan gedacht.
stockwatch.nl/wat-betekenen-…
Hubens Capital retweeted
BREAKING: Iran's President Pezeshkian has officially released an "open letter" to the American people.
The letter states:
1. Iran harbors "no enmity" toward other nations, including the people of America, Europe, or neighboring countries
2. Recent US actions are "aggression" targeting civilians and infrastructure, setting up for long-term global instability
3. "What Iran has done, and continues to do, is a measured response grounded in legitimate self-defense"
4. The decision to withdraw from the Iran Nuclear Deal was "made by the US government"
5. "Continuing along the path of confrontation is more costly and futile than ever before"
Pezeshkian concludes by saying, "the choice between confrontation and engagement is both real and consequential. Throughout its millennia of proud history, Iran has outlasted many aggressors."
We now await Trump's address to the US at 9 PM ET.
Hubens Capital retweeted
US technology stocks have rarely ever been this cheap:
The S&P 500 Information Technology index is now trading at just a 4% forward P/E premium to the S&P 500, the lowest since January 2019.
This percentage has fallen -32 points since October 2025, one of the largest discounts on record.
In other words, tech stocks are the cheapest relative to the broader market in 7 years.
By comparison, the technology sector was ~47% more expensive than the S&P 500 at the June 2024 peak.
Tech stocks are now on track to become cheaper than the S&P 500 for the 1st time since 2017.
Is it time to buy tech?
Hubens Capital retweeted
PRESIDENT TRUMP PLANS TO INSTALL SOME OF THE BIGGEST NAMES IN BUSINESS -- INCLUDING META PLATFORMS CHIEF EXECUTIVE MARK ZUCKERBERG, ORACLE EXECUTIVE CHAIRMAN LARRY ELLISON AND NVIDIA CEO JENSEN HUANG -- TO A TECHNOLOGY COUNCIL TO WEIGH IN ON AI POLICY AND OTHER ISSUES. - WSJ
Hubens Capital retweeted
Niet verkeerd zo'n geschreven calletje op Shell. Mooie aanvulling op mijn longpositie in Shell die vandaag onderuit gaat.
@CapitalHubens ere wie ere toekomt!
Tomorrow, free webinar about options! Don’t miss out! Low entry level, no downside to join!
cboe.zoom.us/webinar/registe…
#trading #options #investing #beleggen
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