midgardfinance.com

midgardfinance.com

midgardfinance.com

- Focusing on long term CAGR and ignoring short term volatility and noise 📈 - European investor 🇪🇺 - Nordic stocks 🇩🇰🇳🇴🇸🇪🇫🇮🇮🇸🇫🇴🇬🇱

👤 Joined on 17 March 2025

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📜 Kullanıcı Geçmişi

  • 17 Mar 2025, 12:59
    🎉 Bluesky'e katıldı - İlk kullanıcı adı: @midgardfinance.bsky.social
  • 18 May 2025, 10:35
    ✏️ Kullanıcı adı değişti: @midgardfinance.bsky.social → @midgardfinance.com
  • 23 Eyl 2026, 13:39
    ✏️ Kullanıcı adı değişti: @midgardfinance.com → @midgardfinance.bsky.social
  • 23 Eyl 2026, 13:39
    ✏️ Kullanıcı adı değişti: @midgardfinance.bsky.social → @midgardfinance.com

❤️ Beğendiği Gönderiler

CNBC
19 October 2026 20:20

Here are Monday's biggest analyst calls: SpaceX, Nvidia, Apple, CoreWeave, Amazon, Meta, Eli Lilly & more

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📊 #AI #semiconductors 🇹🇼 $TSM TSMC: high-performance computing, which includes AI accelerators, made up 68% of revenue in Q3 2026, up from 29% in Q1 2019. Smartphones fell from 47% to 21%. In those years, the operating margin doubled, from 29% to 59%. midgardfinance.com/companies/2330.TW/

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$TSM TSMC Taiwan Semiconductor Revenue mix (by business area). I post things I’m looking at. (data: Midgard Finance)

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A second-derivative visual in cloud revenue. $GOOGL $AMZN $MSFT (info h/t Midgardfinance dot com)

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💉 #pharma #immunology 🇺🇸 $JNJ: #Tremfya sold $2.4bn in Q3, up 68%, while #Stelara fell 54% to $0.7bn under biosimilar competition. Tremfya overtook it in Q4 2025, and J&J's immunology sales overall still grew 1.3%. midgardfinance.com/companies/JNJ/

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