u/Plus_Seesaw2023

Ferrari... Is it finally time to get in on the action?
Money is flowing freely among millionaires! And what about the billionaires? Thanks to the US CEO, the world has become a giant casino, and they’re manipulating the financial markets as they please / RACE stock / AML stock

Ferrari... Is it finally time to get in on the action? Money is flowing freely among millionaires! And what about the billionaires? Thanks to the US CEO, the world has become a giant casino, and they’re manipulating the financial markets as they please / RACE stock / AML stock

https://preview.redd.it/eoenbc9g8c2h1.png?width=1549&format=png&auto=webp&s=c503e801ddaaa41c384fdbfdf8f2f029698cebb7

The bottom line? They’re going to be buying loads of Lamborghinis, Astons and Ferraris!

reddit.com
u/Plus_Seesaw2023 — 2 days ago

AGM June 26 ; What's actually in the annual report (and what you should know before voting)

Of course, I used several AI systems to analyze the many pages and the issues at stake. Here is some feedback.

This is a summary of a summary of a summary! It was very technical at first. I hope all the information I've shared is correct!

--------

https://investors.polestar.com/corporate-governance/annual-general-meeting

https://investors.polestar.com/news-releases/news-release-details/polestar-sets-date-agm

Here's the short version.

The good:

  • 60,119 cars delivered, +34% YoY
  • Revenue $3.06Bn, +50% YoY
  • Adjusted gross margin: -0.7% (near breakeven, vs -12.5% in 2024)
  • Adjusted EBITDA loss improved $297M YoY

Lohscheller's operational turnaround is real. Credit where it's due.

The ugly:

The company has $6.4Bn in debt. $3.9Bn of that is due within the next 12 months. Cash on hand: $1.2Bn. The auditor flagged going concern doubt. The syndicated loan covenant (originally set at $7.1Bn minimum revenue) was quietly amended down to $3Bn ... Polestar scraped through with $3.06Bn, a $58M margin.

The company exists because Geely keeps writing checks. Volvo Cars has stopped funding entirely.

The board paying itself:

  • Chairman Vahland: $521K in 2025, up 46% from $357K the year before. Going concern, mass layoffs, but board fees up 46%.
  • CEO Lohscheller: $2.48M total comp. Annual bonus paid at 99.7% of base salary. The formula-based outcome from audited KPIs? 51%. The Compensation Committee just decided to pay double. EBITDA KPI came in at literally 0%. Cost management KPI: 0%. Didn't matter.

This is not performance pay. This is discretionary enrichment.

What you're voting on June 26:

  • Resolution 2 (advisory vote on remuneration report): vote AGAINST. Make the signal.
  • Resolution 3 (new remuneration policy ; raises CEO max bonus from 130% to 150% of salary): vote AGAINST. Why are we increasing comp caps at a going concern?
  • Resolution 11 (Joe Zhang, Geely CFO): he was just named Chairman of Lotus Group in March 2026. Lotus is a direct Polestar competitor. Nobody's talking about this.
  • Resolution 14+15 (authority to issue 3.18Bn new shares + waive pre-emption rights, valid until 2031): this is a 73% dilution ceiling with zero obligation to offer you shares first. For five years. In a company that needs constant cash injections. Think carefully.

ADS holders: voting deadline is June 22, 10am EDT. If you hold through a broker, their internal deadline is likely June 19-20. Don't miss it.

The company is making real progress. The board is helping itself to the upside while retail shareholders absorb the dilution risk. These things can both be true.

--------

In conclusion, I will vote AGAINST all the proposals! The company didn’t say from the start, “We won’t be profitable, we’ll have massive debts, this is an extremely risky and challenging endeavor in the race for EVs, but we’re going to give it a try.”

As a result, Geely, Volvo, and Polestar are out to get the small shareholders...

I repeat, I am AGAINST, AGAINST, AGAINST all the proposals.

reddit.com
u/Plus_Seesaw2023 — 3 days ago

Is ~40% battery drain in 10 hours while unplugged normal for Dreame robots?

Hey everyone,

I unplugged my Dreame robot vacuum from its base yesterday, roughly 10 hours ago. No cleaning session was run, no schedule was active, and I didn't open the app once during that time.

(It wasn't done on purpose. I just switched off my power strip out of habit before going to bed.)

Just checked: battery is now at **59%**.

reddit.com
u/Plus_Seesaw2023 — 3 days ago

The market is a perfectly efficient, meritocratic, and transparent system. Here's proof. $SPY $QQQ $IWM $DJIA Euro stoxx / President of the United States Donald Trump 2025-2026

https://www.cnbc.com/2026/05/15/trump-stock-trade-tech-oge.html

So apparently the President of the United States bought Nvidia stock one week before his own administration approved Nvidia chip sales to China, and another batch one week before Nvidia announced a major chip deal with Meta.

But don't worry ... his assets are held in a trust managed by his children. There are no conflicts of interest. The White House said so, so that's settled.

3,700+ transactions. $220M–$750M in Q1 alone. Dozens of trades on a single day in February. Some helpfully described as "unsolicited," though nobody seems entirely sure what that means, including apparently the OGE.

This is exactly the kind of thing that proves markets are driven by fundamentals, rigorous analysis, and the collective wisdom of well-informed participants acting in good faith. The efficient market hypothesis is working as intended. Every retail investor with a Degiro account and a Reddit tab open is competing on a perfectly level playing field.

Anyway, I got stopped out of a position last week because I didn't anticipate a semiconductor export policy update. Skill issue, clearly.

Stay educated out there. Read the 10-Ks. Trust the process.

u/Plus_Seesaw2023 — 7 days ago

You couldn't make this up! The Algos have the market so firmly under their control... * Polestar Stock PSNY... please stop manipulating this stock

https://preview.redd.it/1y25i3bng41h1.png?width=1818&format=png&auto=webp&s=f9be014b4821badcd22d931315c09c069a3313d6

https://preview.redd.it/uz52dhqng41h1.png?width=1823&format=png&auto=webp&s=8f46c56e2f38f22bab53a134d35b98996317f083

See you in the next round, where something is bound to happen...

In the meantime, the indices are soaring to new heights, and the Orange Man’s cronies have even managed to squeeze F / Ford.

$$$hame on this market.

reddit.com
u/Plus_Seesaw2023 — 8 days ago

Closure of Several Stock Exchanges on Thursday, May 14, 2026

Closure of Several Stock Exchanges on Thursday, May 14, 2026

Dear Investor,

Please note that the following stock exchanges will be closed on Thursday, May 14, 2026. This closure is due to Ascension Day:

SIX Swiss Exchange (SWX)

Nasdaq Helsinki AB

Oslo Børs

Nasdaq Stockholm AB (Early closure on Wednesday, May 15, 2026, at 1:00 p.m. CET)

Nasdaq Copenhagen AB (also closed on Friday, May 15, 2026)

Orders placed on these exchanges during the closure will be held and transmitted to the exchange as soon as it reopens, on the next trading day, which is Friday, May 15, 2026.

Orders placed on Nasdaq Copenhagen AB during the closure will be held and transmitted to the exchange as soon as it reopens, on the next trading day, which is Monday, May 18, 2026...

reddit.com
u/Plus_Seesaw2023 — 9 days ago

We are the embodiment of irony and farce! That’s why we keep aiming for the moon… every single day… 🙃 / Polestar Stock PSNY

We sleep through 300 days a year… and sometimes we try to give investors a little false hope… this is our story at Polestar… and we’re going to tell it to you… LOL

u/Plus_Seesaw2023 — 9 days ago

I don't believe in Santa Claus anymore... but this thing is trying to move... * Polestar Stock PSNY

https://preview.redd.it/3gjtikycvw0h1.png?width=1816&format=png&auto=webp&s=9ee8ee271ea68b3a1f23bdd711d0574d20ecd503

Wall Street, we love you! Mr. Orange, we love you! His Majesty Xi Jinping, you are the only legitimate king on this Earth...

With those fine words... let the algorithms send this stock's price through the roof! LOL

reddit.com
u/Plus_Seesaw2023 — 9 days ago

Otherwise, at this stage, nothing else matters! I wish you all a lovely spring and a great start to the summer!

Enjoy life, be as happy and content with yourselves as you possibly can... and we’ll see each other again soon...

---

And what about Polestar? Ohhhh, they’ve ticked the legal boxes by publishing this thing...

https://investors.polestar.com/news-releases/news-release-details/polestar-reports-q1-2026-select-financial-and-operational

reddit.com
u/Plus_Seesaw2023 — 15 days ago

Nobody cares about fundamentals anymore. And I mean nobody. SPY QQQ AMD INTC TSLA EWQ EWL EWP EWA etc. / SAP, Flutter, Kering, LVMH, Adidas, Adyen, ...

Samsung x4 in under 18 months. Up another +15% today. INTC up +400% since Trump started buying. AMD up +20% in pre-market. Just another Tuesday.

The algos have figured it out: buy the top. Always buy the top. Never sell. Rinse. Repeat. It's a perpetual short squeeze on mega-caps priced at valuations so absurd they'd make a 1999 analyst blush. TSLA sitting at a P/E of 355 and the bids just keep coming. Nobody blinks.

Meanwhile, anything trading near its lows? Probably going to zero. No rotation, no bargain hunting, no "value discovery." Just a slow, quiet death while the momentum machines pile into whatever already went parabolic.

https://preview.redd.it/vtpp97ct8izg1.png?width=700&format=png&auto=webp&s=e0f71a8356bb7d102a8cd66ad16f5d56920a89ca

https://preview.redd.it/3lth25xu8izg1.png?width=700&format=png&auto=webp&s=cdcc111a56ecabf6eab6bb25f514ccfa3960d5c7

https://preview.redd.it/on8wnjnx8izg1.png?width=700&format=png&auto=webp&s=e4b6273b6ebc415357a30a21d8cb15c49b694ffe

https://preview.redd.it/i7lsbaiz8izg1.png?width=700&format=png&auto=webp&s=39382bf6fc397af25dff996a19a245c25e07ea21

https://preview.redd.it/uh2e60219izg1.png?width=700&format=png&auto=webp&s=50ce70e85304bbaeeee91f9c5dd1ee2612c0f613

https://preview.redd.it/8ctrmkr49izg1.png?width=700&format=png&auto=webp&s=b397e07159e04ab8a0e8d9399741fed63e342e53

Fundamentals? Earnings? Cash flow? Quaint concepts. Museum pieces. The market has evolved past your little spreadsheets.

I'm not even angry anymore ... I'm impressed, honestly. It takes a special kind of collective madness to make this look orderly.

As for me, I'm drawing the curtain on this beautifully manipulated circus. I'm out ... like a gentleman.

Have a lovely summer ahead, everyone. You're going to need the rest. 🎩

"The market can remain irrational longer than you can remain solvent." ... Keynes, probably laughing somewhere.

https://preview.redd.it/vm3hviba9izg1.png?width=1553&format=png&auto=webp&s=67e0cfb9efca93d2d88a957eb807eac4098ffab7

https://preview.redd.it/q76kekoc9izg1.png?width=1550&format=png&auto=webp&s=f79983f3fb4bb6ef018c40e4b2004037a345bf44

https://preview.redd.it/45rmt9pg9izg1.png?width=1558&format=png&auto=webp&s=ab56eeda7869e3a9b5005ce2d60d2d85c802e79e

https://preview.redd.it/1y7933hj9izg1.png?width=1557&format=png&auto=webp&s=1dd7a96c570f52e2aceab6247d4d0bcd8fb3f13a

reddit.com
u/Plus_Seesaw2023 — 16 days ago

European autos ripping today ; BMW +5.9%, Stellantis +4%, VW +3.2%, Mercedes +2.4%. Because apparently "less tariff chaos" is now a catalyst.

The DAX just crossed 24,700 ... a 2-week high ... with autos leading the charge alongside banks. BMW beat earnings estimates today despite a 25% collapse in pre-tax profit. Read that again. Beat. Estimates. On a 25% profit decline. That's how low the bar has been set by months of Orange Man tariff theatre.

The trigger? Trump apparently hit pause on "Project Freedom" to resume Iran talks. One tweet, one suspension, one vague diplomatic signal ... and suddenly billions in market cap reappear. European automakers have been held hostage to a news cycle that has absolutely nothing to do with their fundamentals, their workforce, or their product roadmap.

These are companies employing hundreds of thousands of workers across Germany, France, Italy, and beyond. Supply chains built over decades. Precision engineering that doesn't get rebuilt in a quarter. And they've been yo-yoing 5% in either direction based on whatever mood the guy wakes up in.

Today is green. Great. Ask BMW's workforce in Munich how they felt about the last six weeks.

Trump ... for the record, everyone here sends you their warmest regards from the very bottom of their hearts.

And while we're at it: nice trade on $INTC. Up ~400% since your "investment." Must be great having access to… what was it… superior analytical skills.

BMW

Stellantis

Porsche P911

reddit.com
u/Plus_Seesaw2023 — 16 days ago

And why is STANDARD CHARTERED BANK (London) in second place? Damn it, I've lost track! I don't even know who owns what anymore! Those ba$tards split the pie up behind the scenes!

Don't stre$$! We're used to seeing the Chinese here, as well as the Swedes, hatching schemes behind our backs! They're the undisputed champions!

https://whalewisdom.com/stock/ggpi

https://fintel.io/so/us/psny

https://preview.redd.it/6h0lj2m576zg1.png?width=1412&format=png&auto=webp&s=88cd4a6d9bc9bea91494a313b13cc1399d513348

https://preview.redd.it/ndazl9g876zg1.png?width=1856&format=png&auto=webp&s=d0b8e0f59f8f920d7fb81191196ef30a084310f4

AMF is out ! https://fintel.io/so/us/psny/amf-pensionsforsakring-ab

158,000 shares "after a 1-for-30 stock split" = 4,740,000 shares.

https://preview.redd.it/0elquf2v76zg1.png?width=1864&format=png&auto=webp&s=0fe5f1368c26019447bfd55d272c6ce497f95664

reddit.com
u/Plus_Seesaw2023 — 18 days ago

So far, no new information has been posted on the official website. => https://investors.polestar.com/

The price action seems to suggest that some insiders know something... otherwise, why this unexpected rebound?

https://preview.redd.it/kshtje6m85zg1.png?width=1830&format=png&auto=webp&s=b0bcf077345322e1d434a0accb2fa5cef5c8aff8

What an ENDLESS range !!!

Between now and Friday... the stock will most likely experience the kind of volatility we’re used to seeing... hmmmm...

https://preview.redd.it/qwweoufv85zg1.png?width=1824&format=png&auto=webp&s=09820df559449b8b828609ece958a45fac27a318

reddit.com
u/Plus_Seesaw2023 — 18 days ago

While the share price has been a disaster, Polestar quietly published data today that matters long-term: 31% reduction in GHG emissions per car sold since 2020, while scaling to 60k+ annual sales across 28 markets.

"Europe's only pure-play EV company isn't hedging with hybrids." The Mission 0 House research consortium (ultra-low-emission steel with SSAB, bio-based materials, CO₂ conversion tech) is building toward a genuinely net-zero car by 2035 ... no offsets.

As carbon regulations tighten globally, Polestar's positioning becomes a structural asset ... IF THEY survive long enough to CASH in on it.

That's the bet.

media.polestar.com
u/Plus_Seesaw2023 — 24 days ago

German consumer confidence has just dropped to its weakest level in three years, and this collapse in sentiment is now very visible in the stock market.

You can feel it immediately when looking at German consumer‑exposed stocks:

  • Porsche, absolutely and brutally decimated
  • BMW, under persistent pressure
  • Adidas, struggling as discretionary spending evaporates

This is what a confidence shock looks like when it finally translates into prices.

Rising energy costs, inflation fears, geopolitical tensions and fragile income expectations are squeezing German households. When consumers stop spending and increase precautionary savings, cyclical and discretionary stocks are the first to suffer ... exactly what we are seeing today.

=> So the big question is: are we close to a bottom?

  • On one hand, sentiment indicators are deeply pessimistic
  • Valuations on some high‑quality German companies are becoming interesting again
  • Historically, extreme pessimism often precedes medium‑term rebounds

But on the other hand:

  • Can consumer morale deteriorate even further if energy prices stay elevated?
  • Will earnings revisions continue to move lower?
  • Is this a classic value opportunity… or a value trap?

=> Buying the dip now may be rewarding for long‑term investors ... but timing remains tricky.
Capitulation phases often feel cheap before they get cheaper.

That said, Germany still has world‑class exporters, strong balance sheets, and global brands. When confidence eventually stabilizes and policy/geopolitical pressure eases, these stocks could rebound sharply.

=> And who knows ... maybe a few famous German pharma blockbusters will be needed to lift national morale in the meantime 😉 LOL

Bayer and Merck, please save us with your miracle products.

reddit.com
u/Plus_Seesaw2023 — 25 days ago

... a quick breakdown of who's been buying and selling based on the most recent 13F/13D filings.

BUYERS

• Eric Li 🙃 (insider/major shareholder) added +116 million shares ; now holds ~80M shares on record. He's not leaving.

• Pictet Asset Management increased its position by +75%, averaging in at ~$23.69.

• SmartHarvest Portfolios and Farther Finance Advisors both opened brand new positions at ~$17.55 ; essentially the current market price.

• GAMMA Investing added ~55% to its position.

SELLERS

• HSBC fully exited (small position).

• IFP Advisors reduced by ~97% ; effectively out.

• Goldman Sachs trimmed a tiny -1.8% of its holdings. Nothing meaningful.

The net flow is clearly on the buy side. The sellers are small and mostly gone. The buyers ... especially Eric Li ... are adding at current prices or above. New institutional money is coming in at today's levels.

Not financial advice, bla bla bla 🙃 No need to dwell on position sizes ; they're negligible.

reddit.com
u/Plus_Seesaw2023 — 1 month ago