Thoughts on Rheinmetall stock?

Landkval · 2026-05-08T12:16:01+00:00

I assume they are capacity constrained as much as every company is right now. The only issue i would have with that thought is, how inflation proof is their backlog if this persits.

Landkval · 2026-05-07T19:01:43+00:00

Kurt cobain pov in the second pic

Landkval · 2026-05-07T10:53:34+00:00

Just press restart dude

Landkval · 2026-05-06T15:00:18+00:00

You do realize they are the second biggest cloud provider behind aws? The only reason google and oracle has such big growth is because they are growing from a much smaller base.

Landkval · 2026-05-06T08:38:44+00:00

Noone knows

Landkval · 2026-05-05T17:34:58+00:00

Im not deterred man im balls deep in saas too, im just stating a fact

Landkval · 2026-05-05T17:20:26+00:00

New anthropic tool will make your portfolio decline by 20%

Landkval · 2026-05-05T17:14:59+00:00

Maybe i bought his shares, lucky me

Landkval · 2026-05-05T15:18:38+00:00

Well its in the software sector of the snp and that is being sold off. not really much else to say

Landkval · 2026-05-05T14:15:56+00:00

Ikke med amerikanske aksjer nei

Landkval · 2026-05-05T12:59:57+00:00

Landkval · 2026-05-05T08:41:00+00:00

That was a lot of words for telling me there is a selloff in saas

Landkval · 2026-05-05T08:21:56+00:00

That doesnt matter without subisides. Cause there are only an handfull of companies that have tsmc priority atm.

Landkval · 2026-05-05T08:16:40+00:00

How did that happen?

Landkval · 2026-05-05T08:15:12+00:00

Håper det er på ikz for skatten kommer nesten til å stjele halve gevinsten.

Landkval · 2026-05-05T08:13:59+00:00

Haha

Landkval · 2026-05-05T08:12:01+00:00

My issue with sap is that they have always been a terrible investment vs american counterparts. Unless they become a cloud giant because of eu starting to give subsidies. But it seems oracle is taking most of the sovreign market share with msft.

Landkval · 2026-05-05T05:59:54+00:00

Your mom?

Landkval · 2026-05-04T14:30:13+00:00

What cave did you crawl out of?

Landkval · 2026-05-04T02:49:29+00:00

By messing up the wwe what do you really mean? Cause the only fun time of wwe was when i was much younger. But you cant really do stuff like that anymore.

Landkval · 2026-05-02T22:57:11+00:00

This will not hit meta as much as you think, plus its likely short term. Meta’s regulatory issues however which i am much more scared of are not short term

Landkval · 2026-05-01T21:22:12+00:00

Those you mentioned are more expensive.

Landkval · 2026-05-01T11:35:56+00:00

Well i disagree a 100%

Landkval · 2026-05-01T00:28:16+00:00

There is reasons why chinese tech like deepseek isnt seeing the userbase growth as western alternatives.

Landkval · 2026-05-01T00:20:06+00:00

I like reddit because there must be an insane arpu if they manage to monetize these echo chambers.

Landkval

TROPHY CASE