Ricky Macchiato

🚀 Quandela_SAS's Belenos photonic quantum computer jumps from 6 to 12 qubits, a 4,000x boost in 2 years, smashing Moore’s Law. Next stop: 24 qubits and 16M× more power! French quantum tech is here and cloud-accessible. 🇫🇷

🇩🇪🇳🇴 L’Allemagne va équiper ses F-35 de missiles JSM du Norvégien Kongsberg, pour environ 560 M€. En attendant un éventuel contrat pour les missiles JASSM-ER, le Bundestag a validé ce choix stratégique le 4 juin.

🚨🚀2CRSi surges 20% to €4.8 as the server specialist forecasts >€200M revenue for 2024/25, aiming for €300M with >12% EBITDA margin in 2025/26. Oddo BHF raises estimates to €219M (2024/25) and €351M (2025/26), with a price target of €7.2.

🇫🇷 🇺🇸 Exail Technologies becomes the first European defense company to join the U.S. OTCQX market and is now part of the MSCI Small Cap indices.

📈List of ETFs to invest in European defense and benefit from massive investments across Europe:

🇺🇸 WisdomTree Europe Defence UCITS ETF
🇫🇷 Amundi Stoxx Europe Defense UCITS ETF
🇫🇷 BNP Paribas Easy Bloomberg Europe Defense
🇳🇴 DNB European Defence Fund

🇺🇸 Even with deals signed with the UK and China and inflation slowing down, 10-year US bond yields are still stuck near 4.50%…🤔

🇺🇸 US inflation dips to 2.3% in April 2025, lowest since Feb 2021. Energy costs fall 3.7%, led by gasoline (-11.8%). Food & transport inflation slows, shelter steady at 4%. Core inflation holds at 2.8%. CPI up 0.2% monthly, below 0.3% forecast.
tradingeconomics.com/united-state...

US beef prices extend surge as ranchers face thinnest herds in 70 years A years-long drought in the American west has dried up grazing lands and created a shortage of calves

🇺🇸 US beef prices soar to records: $5.79/lb for ground, $10.98/lb for steaks. Drought cuts cattle to 70-yr low, spiking costs. Beef inflation hits hard as summer grilling nears. 😅

ft.com/content/ffd2...

🇫🇷🚀 One of my best stocks : HIPAY
a micropayment specialist, delivered strong results in 2024:
€74M in revenue and a 12% EBITDA
📈Q1 2025 is off to a great start with revenue up 10.4%, payment volumes +5.7%, and 45+ new retail contracts. 2025.
🎯2025: €80M. Dynamic sector, potential M&A ahead.

🇩🇰🚢 $CDLR Cadeler A/S, Danish leader in offshore wind installation
📈 Revenue: €19.5M (2021)→ €249M (2024)
💰 EBITDA: €27.6M (2021) → €125M (2024)
📦 Backlog: €2.5B
📊 2025 Guidance: Revenue €485–525M, EBITDA €278–318M
🚀Cadeler is well-positioned to benefit from the European Union's plan

🇺🇸🤝🇬🇧 Trump is set to announce the first trade deal with the UK, a historic ally. However, the US already enjoys a trade surplus with the UK. This deal could see the UK yielding further, potentially widening its trade deficit.🤔

🇫🇷📈One of my favorite stocks💥: WALLIX ($ALLIX.PA), a European cybersecurity leader (IAM & PAM), with a record Q1 2025:
+27% MRR, +22% revenue, >70% recurring income.
Hyper growth on track, profitability in sight.🔐🚀

📈 Strong Q1 2025 for Kontron AG:
↗️Revenue up 8.2% to €385M
EBITDA +35.6% to €48M
Gross margin at 44%
Order backlog hits €2.2B
Driving growth via high-margin Software + Solutions.

🇬🇷🇳🇱📈One of my favorite stocks : Theon International
They make night vision & thermal cameras for defense.
📊Since 2020, revenue x6.5.
In Q1 2025: orders +200%, cash +47%.
2025 revenues expected to grow 16–22%.
🚀Big winner from rising defense spending.

Rip.

🇩🇪 📈 After a strategic restructuring focused on Industry 4.0, Kontron AG is now deeply involved in defense, rail, and telecom. As Germany increases investment in these sectors, Kontron is well positioned to benefit. Its stock could enter a new growth phase following the Q1 2025 earnings release.

Déjà que les grosses fortunes et entreprises paient ce qu'elles doivent au lieu d'être exonérées partiellement ou totalement grace aux niches fiscales. Saade est milliardaire et paie 0% d'impôt...

🇫🇷🚀 GL Events kicks off 2025 with €430M in Q1 revenue (+11.3%). Exhibitions & Venues booming, big 2026 Asian Games deal signed, and Stade de France concession within reach. Strong LatAm momentum. All signals are green. 2025 might just top an already historic 2024.

I guess TSMC will get a 100% american semi conductor fab company ...

📈🚀Exail Technologies stands out with its share price doubling in 2025, driven by a surge in orders and strong results: +18% in revenue in Q1, an order backlog of €1.1 billion, and a major contract in drones. Strong momentum, with annual targets confirmed. Double-digit revenue growth is expected.

📈🇫🇷 GL Events, a French smallcap in event management, posts strong results. Potential Stade de France concession, raised 2025 guidance in last Jan, and well-managed. Stock rising steadily. The stock has already gained over 25% YTD.

🇫🇷🚀 STIF posted record 2024 results: revenue +72%, EBITDA +235%, net income +384%. Driven by booming BESS (48% of sales), strong profitability & solid cash. Ambitious 2025 outlook. Note that Tesla, Sungrow, and BYD are among their clients. The stock has already gained over 88% YTD.