Marcel Münch @_mm85

Das Dolce 生活 Berlin 🇩🇪 🇨🇳 🇮🇹 Milano Joined December 2009

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Marcel Münch @_mm85

44 minutes ago

Seeing lots of critique of Elon’s comp plan. Criticism might be accurate and granted - but does it really matter? Elon keeps pushing the boundaries and defines goals that seem ridiculous to others. If he fails, they’ll slaughter him anyways. So, why not aim for Mars. $TSLA

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Marcel Münch @_mm85

6 hours ago

Meet Garry. Garry is your average $PLTR investor. Garry thinks the world is very simple and Americans can‘t be evil.

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near @nearcyan

8 hours ago

seeing chamath next to zuck and tim cook w/ the president really teaches me a lesson i wish i could unlearn

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Marcel Münch @_mm85

17 hours ago

China‘s win, that not many talk about. (while all eyes are on insignificant Putin and Kim).

James Halpin @JamesWHalpin

3 days ago

China‘s win, that not many talk about. (while all eyes are on insignificant Putin and Kim).

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Marcel Münch @_mm85

17 hours ago

If you want to check the fancy, „in“ part of an unfamiliar city, usually it would be a good bet to go to a $LULU store and walk from there. Well, what does it tell the earnings reaction about the state of this particular consumer segment (and with that the physicality area)?

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Elizabeth Holmes @ElizabethHolmes

20 hours ago

Just figured out how to open up the comments. Excited to see how nice the internet is today.

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*Walter Bloomberg @DeItaone

a day ago

$AAPL - APPLE TO RAISE IPHONE PRICES FOR FIRST TIME IN 7 YEARS: MS Morgan Stanley expects Apple to modestly increase iPhone 17 prices at its Sept. 9 event, the first hike since 2017. The iPhone 17 Air will debut with a thinner design, C1 modem, and $100 premium over the iPhone…

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Marcel Münch @_mm85

a day ago

Thanks for the heads UP!

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Marcel Münch @_mm85

2 days ago

Putin and Kim are no Medals to wear and present. BRICS on their own are no true Multipolar World either. Win Europe and appease / contain the US instead. Can you do it? Putin and Xi will end in tears like Trump and Elon. It is that predictable.

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Shanghai Macro Strategist @ShanghaiMacro

2 days ago

Another chart worth investors’ attention: if Chinese risk assets extend their rally, it could spark a “panic” among allocators who’ve long been underweight China.

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Marcel Münch @_mm85

2 days ago

Military Parades are archaic and a waste of time and resources. An activity to boost some egos of those who fall for it.

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Marcel Münch @_mm85

3 days ago

My positive highlights of the $NIO Report: 1. Sales & Marketing Cost per Vehicle is decreasing, meaning top line growth started to decouple from cost side. 2. Other sales are net positive: Swapping, Lifestyle, Subscriptions, Services make money! Rest rather meh (for now) ..

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Marcel Münch @_mm85

3 days ago

Okay, next up $NIO Earnings Call with Li Bin. I’ll be live streaming and commenting here 📺👉 youtube.com/live/GzmdzRTup…

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Marcel Münch @_mm85

3 days ago

I’ll be live streaming my take on $NIO Q2 Earnings 📺👉 youtube.com/live/-K-iEtC9q… Feel feel to join and share!

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Poe Zhao @poezhao0605

4 days ago

Cambricon’s 1H25 report is eye-opening. The top 5 customers made up 94.6% of sales — and one client alone was a staggering 79.1%. On the balance sheet it’s the same story: that single customer accounts for 42.5% of all receivables (¥1.22B). This basically means Cambricon is…

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Boring_Business @BoringBiz_

6 days ago

Visiting Europe will literally 2x your desire for money and 0.5x your desire to work

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Marcel Münch @_mm85

6 days ago

US trade deficit increased sharply in July 22.1% YoY Imports of goods $281.5 billion (YoY increase) Export of goods $178.0 billion (YoY decrease) No matter what the courts will rule. Tariffs ain’t helping this cause.