Moody

@MoodyWriter13 · joined 12 Mar 2019

I have no technical ability, and I know nothing about trading. I know what I like and what I don’t like. I am decisive about what I like and what I don’t like.

19 768Followers

606Following

5 233Posts total

160.6KViews on collected posts

Ultimi post

Moody@MoodyWriter1324 Sep

If someone had asked me a few weeks ago whether I thought it was realistic that, while yields were pushing to new highs, the stocks of the neoclouds would significantly outperform those of the derivatives exchanges that actually benefit operationally from uncertainty, I certainly 2.9K views · 19 likes · 0 reposts · 2 replies Open on X →

Moody@MoodyWriter1324 Sep

Amazon, Microsoft, Alphabet, Meta and Oracle have $2.8 trillion in commitments that appear on no balance sheet. Three years ago, it was $350 billion. That is almost as much as Germany's entire national debt. Too big to fail and too big to show. Or too big to fund ? 5.6K views · 35 likes · 1 reposts · 1 replies Open on X →

Moody@MoodyWriter1323 Sep

2G Energy $2GB.DE Receives 275 MW Order from Energy Vault Holding Inc. $NRGV for Energy Infrastructure Solutions for AI Data Centers in the U.S. It will supply containerised power generation units for Energy Vault's Powered Land and Powered Shell solutions in the US, designed 8.5K views · 41 likes · 0 reposts · 3 replies Open on X →

Moody@MoodyWriter1323 Sep

JEFFERIES raises its price target for ams-OSRAM $AMS.SW from CHF 21 to CHF 25.50. (currently at CHF 22.70) Buy. I have followed this company for a long time. A few thoughts. ams is Austrian and took control of Germany's Osram in 2020. Osram is the real photonics gem inside the 9.4K views · 54 likes · 2 reposts · 5 replies Open on X →

Moody@MoodyWriter1323 Sep

Biotech, FOMO, Opportunity Costs and some lessons to learn $VKTX reported strong data for VK2735 yesterday, and the stock rightly jumped almost 40%. In simple terms: after the weight loss phase, patients kept up to 97% of their lost weight with an injection every two weeks and 6.6K views · 43 likes · 0 reposts · 0 replies Open on X →

Moody@MoodyWriter1322 Sep

@MoodyWriter13 Moi j avais pas oublie ton post. Et j en ai acheté ! Merci ! 259 views · 1 likes · 0 reposts · 0 replies Open on X →

Moody@MoodyWriter1321 Sep

@MoodyWriter13 Was looking at ams-OSRAM back in April, that company is definitely worth a look 2.3K views · 14 likes · 0 reposts · 1 replies Open on X →

Moody@MoodyWriter1321 Sep

@MoodyWriter13 Loves blowing his own trumpet, harking back to a time years ago when he hid an obtuse reference to a stock deep in a Twitter post longer than the Bible. More recently, he seems happy enough to slate other people’s picks without actually putting forward any clear pi 559 views · 3 likes · 0 reposts · 0 replies Open on X →

Moody@MoodyWriter1321 Sep

With photonics, I was years ahead of most people. I had been following almost every photonics company in Europe long before the sector became fashionable. By the time the hype really started, most of the names people were suddenly discovering had already been on my watchlist for

50.6K views · 84 likes · 3 reposts · 7 replies Open on X →

Moody@MoodyWriter1323 Aug

@MoodyWriter13 Moody danke für deine erfrischenden Takes und den Fokus auf deutsche Namen! Ich lese immer gerne als stiller Beobachter deine posts und habe die eine oder andere Inspiration mitgenommen... 183 views · 0 likes · 0 reposts · 0 replies Open on X →

Moody@MoodyWriter1322 Aug

@MoodyWriter13 My assumption would be around 1bn revenue in 2030 with a Ebit margin between 13 and 15% and then everybody can calculate what’s the right multiple. 261 views · 2 likes · 0 reposts · 0 replies Open on X →

Moody@MoodyWriter1321 Aug

I’ve mentioned 2G Energy $2GB.DE here several times, first highlighting its behind-the-meter power solutions using gas engines even before the company’s initial data center orders became public. What sets this case apart from most small caps in the AI space is something rare in 40.2K views · 45 likes · 2 reposts · 3 replies Open on X →

Moody@MoodyWriter1319 Aug

Wird 2G Energy die hohe Nachfrage auch auf der Lieferantenseite abdecken können? Das sagt der CEO dazu. Die neue Folge ist jetzt online! 📺 𝗭𝘂𝗺 𝗔𝗻𝘀𝗰𝗵𝗮𝘂𝗲𝗻 𝗮𝘂𝗳 𝗬𝗼𝘂𝘁𝘂𝗯𝗲: https://t.co/2DYAxGdfj2 📷 𝗭𝘂𝗺 𝗔𝗻𝗵ö𝗿𝗲𝗻: https://t.co/eKosjpDi9x https://t.co/HiBlLt708y

1:04

12.9K views · 7 likes · 1 reposts · 2 replies Open on X →

Moody@MoodyWriter1324 Feb

For photonics exposure with strong market positioning, AMS OSRAM is worth a look. They’re restructuring into a focused digital photonics pure play. 2025 EV/FCF: ~15.5x. Their 2030 targets highlight growth in robotics and AI data centers. 20.5K views · 15 likes · 0 reposts · 0 replies Open on X →

Rispetto ad account della stessa dimensione

13 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.

Visualizzazioni mediane5 561questo account924mediana per 10K–100K

Copertura, %28.13%questo account3.62%mediana per 10K–100K

Interazione, %0.54%questo account1.52%mediana per 10K–100K

Metrica	Questo account	Mediana per 10K–100K	Rapporto
Visualizzazioni mediane per post	5 561	924	6.02×
Copertura (visualizzazioni ÷ follower)	28.13%	3.62%	7.77×
Tasso di interazione	0.54%	1.52%	0.35×

Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

20.5K24 Feb

12.9K19 Aug

40.2K21 Aug

26122 Aug

18323 Aug

50.6K21 Sep

559

2.3K

25922 Sep

6.6K23 Sep

9.4K

8.5K

5.6K24 Sep

2.9K

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.08%24 Feb

0.09%19 Aug

0.13%21 Aug

0.77%22 Aug

0.00%23 Aug

0.19%21 Sep

0.54%

0.67%

0.39%22 Sep

0.65%23 Sep

0.65%

0.52%

0.67%24 Sep

0.73%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes59.9%363 in total

Reposts1.5%9 in total

Replies4.0%24 in total

Quotes1.2%7 in total

Bookmarks33.5%203 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Ultimi post

Rispetto ad account della stessa dimensione

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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