Lubomir Kramar
Verified account eToro Builders@Tkog65
Stocks and markets
158 Following 200 Followers 1.2K Posts
Latest posts 5
Wow, what a level of recognition for ICEYE
From an Erasmus encounter to one of the world’s leading space-tech companies 🇪🇺🛰️
Backed by #HorizonEU funding, @iceye_global shows that EU is the home of innovation and what science, talent and entrepreneurship can achieve together.
#SOTEUView quoted post on X
Gotta admit: having $HPE March 2026 entries at $22/share feels extremely satisfying.
Panels themselves are a measly business - at least when we talk about margins.
That makes it all the better for consumers. Up to 60% of power generation capacity installed by 2030 might be solar. Price, speed of deployment, regulatory hurdles are nothing in comparison to virtually any other type of power generation.
Now, if you want to talk about higher margin business there - look for trackers, inverters, software, robotics and battery storage potential. It’s all out there, and still not that expensive.
That makes it all the better for consumers. Up to 60% of power generation capacity installed by 2030 might be solar. Price, speed of deployment, regulatory hurdles are nothing in comparison to virtually any other type of power generation.
Now, if you want to talk about higher margin business there - look for trackers, inverters, software, robotics and battery storage potential. It’s all out there, and still not that expensive.
The dawn of 24/7 solar power.
Cost of battery storage is dropping at an astonishing speed.
Costs of storing solar or wind energy have fallen more than 50% since 2022, 27% only last year alone.
This is an absolute game changer. It turns around the economics of power. It makes solar and wind competitive not only to coal, but to gas. In April 2026 for the first time the world produced more electricity from solar and wind than from gas.
Solar and wind are economically competitive to gas 95% of the time in giants as China, India and Brazil
Financial Times have more: lnkd.in/eyvx2bw5View quoted post on X
Just wow
TrendForce on April memory contract prices:View quoted post on X
- April DRAM prices rose 57% compared to 1Q26.
- Compared to 1Q26, PC DRAM rose 40%, server DRAM rose 48%, mobile DRAM rose 80%, and consumer DRAM rose 60%.
- April NAND prices rose 65–70% compared to 1Q26.
- eMMC/UFS, mainly used in mobile devices and SSDs, rose around 75–80%.
