Privium Fund Management / CAIA / Vrije Universiteit - economics / (sustainable) alternatives / Cycling / Utrecht

Utrecht
Joined October 2010
Another Russian ballistic missile attack came in several waves overnight, and once again, there was no early warning from our partners. They again targeted energy facilities and infrastructure, but a medical clinic, a school, a metro station, and ordinary residential buildings were also damaged. In total, the Russians launched 16 ballistic missiles in a deliberate attack on Kyiv and the Kyiv region. The Russians also launched more than 200 drones of various types, including jet-powered “shaheds,” with attacks spanning from the Kharkiv and Dnipro regions to the Volyn, Rivne, and Odesa regions. Sadly, there are casualties. My condolences to their families and loved ones. Those who were injured are receiving assistance. Overnight and this morning, Russia attacked energy facilities in the Vinnytsia, Volyn, Kirovohrad, Kyiv, Mykolaiv, Zhytomyr, Khmelnytskyi, Kharkiv, Ternopil, Odesa, and Rivne regions. In this one night alone, more than 10 energy infrastructure facilities were damaged, and the lights went out for at least 550,000 families. Repair crews are working at the sites. Ukraine never wanted this war, and we have welcomed literally EVERY attempt by our partners to bring this war to a dignified end. We have responded positively to EVERY ceasefire proposal. Russia's response, time and again, has been ballistic missiles, “shaheds,” and killings. Putin not only doesn't want to end this war – he doesn't even want to take any steps toward de-escalation. EVERY ONE of our partners has experienced this firsthand when they heard Russia's refusals. And it is crucial to call things what they are. To call the aggressor an aggressor and help Ukraine defend lives. When deliveries of missiles for Ukraine's air defense are blocked while Russia is granted relief or delays in sanctions, this is, unfortunately, a denial of reality on the part of our partners. The reality is that the war continues, and it continues solely because of Russian strikes and Russia's desire to drag this war out. I thank everyone who recognizes this reality and helps Ukraine!
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Mark Baak CAIA retweeted
zelenskyy reports russia struck 10+ energy facilities in attacks overnight according to trump, it’s z who ‘doesn’t want to end the war’ deeply orwellian
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Insteaf of a thousand words. A woman trapped under the rubble after a Russian strike is showing rescuers how old her daughter is. The little girl was killed by Russia.
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Mark Baak CAIA retweeted
Trump is so angry that Ukrainians won’t surrender and die quietly so he and his friends can make money with Putin.
A post from Putin’s puppet.
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Mark Baak CAIA retweeted
PS I’ve met Putin many times and listened in on calls with him as well. I also speak Russian. Yes he is soft spoken, deliberate, and measured. So what? He’s still a killer. He still launched a barbaric invasion of Ukraine, that has produced tragic loss of life not seen on this scale in Europe since WWII.
Vance: "I've never met Putin in person. I've spoken to him on the phone. He was calmer than you might expect. The American media has a stereotype of him. He's very deliberate and measured in his words. I think, at his core, he's someone who cares about Russia's interests as he sees them. One reason he respects the President is that he recognizes the President cares about the interests of the American people."
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Mark Baak CAIA retweeted
putin is a dictator and a war criminal. he has done more damage to the fate of his own nation than any major world leader in generations. zelenskyy’s crime? the defense of his fellow citizens. america’s allies understand this, every one of them. president trump stands alone.
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Mark Baak CAIA retweeted
Wow… is this true @elonmusk ?
EXCLUSIVE: Elon Musk approached Donald Trump with the idea of slowing down Starlink in Ukraine, The Telegraph can reveal. The billionaire tech entrepreneur approached the US president with the proposal to introduce speed limits on the system, which hampered Ukraine’s drone defences, according to four sources familiar with the discussions. 🔗 telegraph.co.uk/world-news/2…
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Mark Baak CAIA retweeted
Ukraine doesn’t have electricity right now. Russia struck all of their power plants. This is terrorism.
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Mark Baak CAIA retweeted
Donald Trump and Elon Musk are helping Vladimir Putin kill Ukrainians. Remember that when you vote in November.
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Mark Baak CAIA retweeted
🌐 ✅ 📈 🚀 👇 Q3 RESULTS $ASML #ASML 🔥 RECORD QUARTER FOR ASML! AI DEMAND IS EXPLODING! 🚀 👉 Recordomzet van €11,7 miljard! 👉 Nettowinst stijgt naar bijna €5 miljard 👉 Brutomarge van maar liefst 57,5%, boven de eigen outlook 👉 Klanten tonen nu al interesse in orders voor 2029 én 2030! 👉 ASML verwacht dat productiecapaciteit in 2027 en 2028 onvoldoende zal zijn om aan de vraag te voldoen 👉 Jaarverwachting opnieuw aangescherpt! 📈 📊 Q3 2026 RESULTS 💰 Revenue: €11,66B (Q2: €9,33B) 💵 Net profit: €4,96B (Q2: €2,92B) 📈 Gross margin: 57,5% (Q2: 54,0%) 🎯 EPS: €12,95 (Q2: €7,59) 🔥 Revenue growth QoQ: +25,0% 🔥 Net profit growth QoQ: +70,0% 📊 Q4 2026 OUTLOOK 🚀 👉 Revenue: €14,2–15,2B 👉 Gross margin: ~57% 📊 FULL YEAR 2026 OUTLOOK 💰 Previous revenue guide: €43–45B 🚀 NEW revenue guide: €44–45B 📈 Gross margin: ~56% 📈 Previous guide: 54–56% 📊 LITHOGRAPHY SYSTEMS 👉 New systems sold: 113 (Q2: 86) 👉 Used systems sold: 8 (Q2: 5) 👉 Installed Base Management: €3,29B (Q2: €2,76B) 🤖 AI DEMAND IS ACCELERATING! 🔥 Klanten verhogen hun vraagverwachtingen door AI-investeringen. 🔥 Sommige klanten willen nu al machines bestellen voor 2029 en zelfs 2030! 🔥 ASML verwacht dat de geplande capaciteit voor 2027 en 2028 niet voldoende zal zijn. 🔥 Het bedrijf onderzoekt daarom extra productiecapaciteit voor 2028, bovenop de eerder aangekondigde uitbreidingsplannen. 💰 SHAREHOLDER RETURNS ✅ €4,1 miljard aan aandelen ingekocht in Q3 ✅ Interimdividend: €1,88 per aandeel ✅ Cash & short-term investments: €12,74 miljard 🚀 THE BIG PICTURE ASML profiteert van de wereldwijde AI-investeringsgolf. De omzet bereikt recordhoogte, de marges verbeteren en de vraag naar geavanceerde chipmachines blijft toenemen. Source: @ASML Q3 2026 earnings release #ASML #Stocks #AI #Semiconductors #Beleggen
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Mark Baak CAIA retweeted
I believe America should stand with democracies, not dictatorships. Is that really such a controversial position?
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Mark Baak CAIA retweeted
“Another US president would be pressuring Russia to stop slaughtering innocents. Trump is instead giving them the means to kill more.” Me on Trump’s darkest turn yet against Ukraine. ft.com/content/1724a30e-cf50…
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Mark Baak CAIA retweeted
DISTURBING CONTENT: Brand new surveillance footage captures the moment a Russian strike hits a neighborhood outside Kharkiv, Ukraine, killing three people and injuring dozens. Among those killed is a teenage boy seen riding his scooter moments before the blast, along with a store employee who had stepped outside for some air.
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Mark Baak CAIA retweeted
It's all been bullshit. All of it. Diesel, energy deals, peace negotiations, everything between Trump Co. and Putin's mafia is a charade. All they're doing is laundering money and trying to lift sanctions. It's all they care about and all they know how to do.
The Trump/Putin deal gets worse. According to reports, the US was also offering $100 billion of frozen assets (that are in the custody of the EU) in exchange for a limited ceasefire. kyivpost.com/post/86720
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Mark Baak CAIA retweeted
Trump always pressures Zelenskyy. Trump never pressures Putin.
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Mark Baak CAIA retweeted
The agreement, which the US president said would lower fuel prices, has angered members of his own party, who joined with Democrats in claiming that it was a ‘financial lifeline’ to a murderous regime and a violation of US law. ft.trib.al/YB8rvWH
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Mark Baak CAIA retweeted
He has betrayed us
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Ukraine. The photo the world turns a blind eye to. A mother and her child. Buried alive by a russian missile in their own home. 💔📸 Zaporizhzhia, Ukraine. October 10, 2026.
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