Avsnitt 549 - Mind the gap

0:00Just what is it that you want to do? We want to be free. We want to be free to do what we want to do. And we want to get loaded. And we want to have a good time. And that's what we're going to do. But wait baby, let's go! We're going to have a good time. We're going to have a party.

0:39All right.

0:45Now it's to be government shutdowns, so now we can't get any numbers. No. It's just for good to be honest. You're probably the end that has been saying that you don't get the status of the other. Because it's no other one who's bryr you. We're just going to go up, up, up. Exactly. I think that it's on the inside of the market. It's good to go to the market. It's good to go to the market. It's cool also. So long-open it's tough on. But now I'm going to size up my stock short. So that you'll get a little tight stop on. It's a new OpenAI If you want to stop there Then it feels like it's going to go Super good So we're going to do a little update On the week's IntelliGo You can do the same agenda every week What's happening in the world I've been there I've handled a bone support today We've got AMD and OpenAI The was up 30 % ago Yes En vanlig rörelse bland storbolagen.

1:43En Oracle-rörelse. Ja, det var någon som hade köpt billiga optioner där dagen innan läste jag. Ja, det läcker som ett sål. Ja, uppenbarligen. Och sen har vi Trump fortsätter köpa råvarubolag. Triology, jag tror det var något kopparbolag eller liknande. Upp 200 % idag. Och sen hade vi att nyse New York Stock Exchange. Så har köpt in sig i Polymarket. Så där tänkte vi ta en liten uppdatering. Precis, är det framtiden? or just to just skraja. Yes, and then it's just a good idea of crypto for we will see if it's any smart spawning there. It's called October here. It's both the price, gold debt, crypto...

2:21You name it, you got it. October is the last month on the price. But now we have to do it until October. Yes, all is in crypto-world. But we'll go on!

2:53Thank you.

3:10investerar ett fast belopp varje månad där köpen sker automatiskt. Precis. Det är ett smart sätt att snitta in sig och bygga en långsiktig kryptoportfölj. Man kan få exponering mot ledande kryptotillgångar som Vertunes-produkter som är mot Bitcoin, Ethereum, Solana och XRP, samt i breda och diversifierade index-ETP-erna. De har ju det här som motsvarar ett S &P 500 för krypto och sen även Altcoin-indexet. Ja, men precis. Och i alla de här produkterna, de är ju 100 % fysiskt backade av underliggande kryptotillgångar och de försvaras hos Coinbase i Cold Storage och de är ju utgivna av det svenskreglerade bolaget Virtune som vi har berättat om innan.

3:53Så vet man inte riktigt när man ska köpa man vill investera, snitta in sig under lång tid så är det här ett jättebra sätt att komma in i kryptovärlden. Ja men precis och det är kortagefritt och de produkter som är tillgängliga för månadsparade är Virtune, Bitcoin, Prime, ETP. Det är den här Bitcoin-ETP som har en lägre årsavgift Sen den vanliga Bitcoin-ETP såklart Sen är det Vertune Staked Ethereum Då får man ju även stakingen där Vertune XRP Vertune Staked Solana Vertune Coinbase 50-indexet som jag nämnde tidigare Och sen Vertune Crypto 10-indexet ETP Och den finns ju både i svenska kronor och i euro Och sen Vertune Crypto Altcoin-indexet Som jag också nämnde innan Ja men precis Och vill man gå in så är det bara att gå in på vertune.com and then they have a website that's called Monthly Savings.

4:42This is about if you're a kund at Nordnet. Crypto is very high now. It's all-time high. It's all-time high. Yes, exactly. There are also some of you mentioned earlier. If you want to have a little bit of a expo, you can get your altcoins, you can get their top 10 index or their Coinbase 50 index. Often when it's all-time high, it can be a little bit of altcoins. Just like Cardano, which we talked about in the podcast before, there are for example, via Virtunes products, 2 % of the year of the year of the year. Solana offers 3%. Polkadot gives 4%. Near, which we mentioned for a few weeks ago, also 4%.

5:22And then they have Avalon, Chainlink, Arbitrum, and Polygon also. Precis, so if you want to find their products, and out of the month-sparing, then you can just write Virtune with your own brand. And then you can say, so you want to find their products up, and you want to learn more, so it's just to go in on overtune.com And then we can just take little new things to hold on here in crypto, it is that altcoin ETF would go for example Solano XRP it can also mean that more capital comes in in the market when it's easier to come to them and then even staking in Ethereum ETF is what's possible to do that ETF in the USA should have staking so that can we hold on Koll på som en sån där likviditetsnyheter som kan innebära att likviditeten sannolikt förbättras, tror man väl.

6:14Yes, stort tack för att du är tjunkt.

6:20Om vi ska börja med Intelligurat så har det varit en intensiv sju dagars period sedan vi pratade senast. De släppte ju preliminära siffror. Jag hade faktiskt tagit ett bett i Intelligurat att de skulle göra det första Oktober, it didn't happen, it didn't happen, I didn't happen, I got out my akties And then 2 oktober They left their numbers for Q3 They left everything on English They said that the intäkter in Q3 was more than 220 million EBIT oversteg 130 million They said that they had cash and Kredit facilities on around 750 million and then they said they would take a return to 100 million.

7:07Which other companies in the world had been on this. This came in the middle of the market. First it came down to 10-15 % in the first few seconds and then it came up to 10-15%. So it's one of the most volatile. I think I think it's about 500 million. It's seven blanks. It's almost like film material. But It's still back to IR and communication It's hard to get down And I'm going to get down 24 % When you come to positive new And then on the morning I had a new one They got a order Theirs dotter company Juvio Fick a order On 22 million euro And it was going to deliver Under 2025 so it's almost a quarter of the year's set here if they're going to go so it's fantastic numbers you didn't really know how the action was going but trots the order so it's almost a half of the year on minus for then to go to the end and to go to plus so it's just no logic when you're talking about the action it's just something else it's psychology, skådespel and IR you can see here It's a fact And now it was It was hard to handle from the court So then you could try to Dip-go instead And it's always a mistake when you can't use both You can't use both of them You can't use it at one point When you want to handle intraday But Yeah, they had a drag Hos Carnegie here for the week It didn't get so much clarity It was interesting That they were there I listened not to the drag I listened to the other But it seems like the biggest problem Is that people don't get together Where do you work?

9:01Where do you come from? What are the ones that are going to deliver? What are the ones that are going to be in 220 million? And in fact that the company Is an Italian silencio stampa With media, including the tysk Betal-analys So it's just more and more questions Than answers Yeah, exactly I saw that it was... I saw that it went around a picture from a company on Lidingö which was called Intelligo. It was a picture on a brick building. It has become a meme here. It feels like it's a tragic thing if everything they hold on with is not going to do this. That they don't get out of this. But they would have to ask a head of PR.

9:44It feels like C-Phone has been here too. and set up really his name on the game when he took this job. Why do you do it for a title to Head of PR? Why not IR? It was a quote from this call. I don't want to take it on the word. You want more to work with investors than PR? I thought, it's the serious thing. IR is not Head of PR. It looks like an influencer. I will continue to handle this market I will probably take a position long over the night when it has gone down for much but it feels like a hard market to hold in when it's not an end of a big deal or a big deal it's not much that's on the positive and it has come in americans, blankare, brummer and partners it's both liquiditeters and the big deal that has locked in this market but it's not yet really It's been the last puzzle that could be shown on that things didn't happen.

10:50It's still very much speculation. Extremely. It's a little fingerprint flashbacks. It's a bit of a critic and then it's a company. It's a bit more critics than a second. Yes, because it's not a company. They're not a strong front figure. And it's almost a bit faster than a fingerprint. Yes, almost a bit. And in the fingerprint, the order came from the order. Then came the marginally press. It was just that the Chinese had taken up them. It felt like it could be a fall here, even if they had patent and like that. They were good at sno-grej. So we continue to report on Intelligo. We'll see if it's just a wild deal next week.

11:31Or if it comes new. Några other people who had problems or stoking with China was Bone Support. which has been a fantastic frame-up saga. Here it goes around a lot of new things. China has created a form of limb that makes you want to lay or put together three minutes. This is not Bones Sports core business, but they have a antibiotic that has been a very frame-up saga in the bin. The action was down 15%. Here you have a example of this when you lose momentum. The price went from 50 to 400. It has a little bit of a break. Brummel Partners is in and blanking here. Axel is now at 260. I bought a little bit.

12:23It's very easy to get a big company. 14-15 % without any analytic massage. You don't understand what's happening. Now it's coming up a little bit here on the afternoon.

12:35but it's a really nice company. They are a good example and many other companies will be very interesting to see how they can handle the value. They have very much for sale in the USA. They have very many Swedish companies. It will be played in the coming six months. Valutarrows. Kronan has been super strong. I'm a little suging on Bonex. They bought it on 260, sold it on 270. it seems that to the end had a very high verdurgence and now will come to thenu apparatus or to the return of theprendles then kinove in was going to… The kinonhistheta was two weeksjak Janet and you separated from annat and yet, does it go becomes a bit more strong.

13:19It is, the risk of dropping in between a lot of cases there is not so many buzzes there is an alternative where you can start putting out a pre-silent call itcens as if you've been It's very tight in the USA. Here in Sweden is it still very very cold. We have a little valutamot wind, so it will be an interesting report period that comes here from over in the svensk company. Yes, but really. Valutan will have played a big game, I think. Yes, and it's the last few months that it has become even stronger. Now it has been a little bit here at the end. What's that has been very strong is the US-storbolag.

13:59We have AMD, OpenAI Can you tell us what happened here? OpenAI and AMD announced a deal Igo, OpenAI will buy a chip of AMD for 90 billion dollars total over a number of years Dollar Dollar, pengar which is a little difficult to understand It's not a question where OpenAI will buy a chip from They're buying cash, they're a startup So it can be a question but it will be a question And for that AMD Ska få Sälja de här chipen till OpenAI Så skriver de Ge dem i väg optioner Eller teckningsoptioner For OpenAI Som motsvarar 10 % av bolaget Av AMD Det låter galet När jag kollade på accen direkt när det kommer upp 10 % Tänker man ett stort bolag i USA Shit jag är sen på bollen Den gick upp typ 35 % Från de här 10 % So if you see the same thing, it's just to be a new purchase-knapper.

15:00It's a completely different market there. It's like Oracle also. It's not even who the money or their post comes from. Man understands not what the money should come from. If you look at OpenAI, the end sum they can have access to are the money. It's the money that Nvidia would invest in OpenAI. Nvidia would stop in 100 billion dollars. And it's a form of a concurrent. So it's a good thing to go to a chip with a concurrent. It's a good thing. Yeah, exactly. So it's a good thing. Nvidia is 20 % of OpenAI and OpenAI will probably be able to 10 % of AMD. So it's a good thing. It's a really crumbly.

15:43And all this is for money that you don't even need to find anywhere. It's going to be a troll. Nvidia has the money to stop in OpenAI, but I don't know or if they already have done it now but they are not yet to be able to maybe that OpenAI will be able to on AMD now you will be openAI will be technical options on 10 % of the company the end strike that was 600 it was different milestones I think it was less strike it was up to 600 so I understood it it was probably the highest strike But the other thing is, the tech-sumption is long. So the value of these, if you look at any form of options, should be around 30-40 billion dollars.

16:34So of these 90 billion dollars that they have to buy, they have got a value of 30-40 billion dollars. And AMD, for the actual market, it will be a huge amount of money. if they would have to be in demand in these areas. It can be a spread of an spread of an spread. If it's on how the action goes, it can be a spread of an spread of an spread. If they have got the chip in the end of the action, it can be very good. It can be for the action. I don't know if... We had Intel's last... It's a little bit like a lock that you just need to find a new... CoreWeave has got a set of contract. It's like the contract just sprouting around.

17:14The contract goes just rakt up. Alla analytiker sitter där och runkar av varandra i kapp och tänker kolla, Fundamenta blir bättre för att omsättningen har gått upp, men så gör de sådana här det är väl inte svårt att fluffa upp omsättningen Det känns inte som att du hade varit en sån här kul kille under år 2000 heller Nej, men Jag jobbade på ett fondbolag efter 2000-kraschen och de hade investerat noll i IT och deras grafer var ju fantastiska jämfört med alla konkurrenter Det är någon sån form av strategi du kör Någon hybrid variant Men man blir lite uppgiven För att folk som tittar tillbaka på 2000-bubblan Och uppenbarligen inte har läst historia Verkar tro att Ericsson och Nokia Och Alcatel och Cisco Att de inte omsatte några pengar Eller vadå, framfab Och de omsatte ju till och med Deras omsättning var ju Alltså när du tittar på fundamenten så var det Det växer ju Det var inte luft then it was that you had to be able to so much network capacity so it was that a average family will be able to put 30-40 % of their income on internet fees no, so did it not, but they went to zero then they put it just and it's the same thing that you say about AI so it's, yeah I don't know, I don't know when I see it it's a spain of time, we have the the these companies that you talked about in the podcast so they are completely sparing and they have gone from 1 to 40 dollars and so I was going to go on IonQ, we talked about it for the last time I bought it on 7 dollars, I don't know what I got out of it in the snitt, it was 25, 30 what's the name of it?

18:59it's probably 70 or something like that but then you see I was going to play I saw that FN 2025 skulle vara kvantåret quantumåret 2025 istället 2025 skulle vara valt att bli det året så därför tänkte jag det var ju sen hösten förra året så jag tänkte in i det ska man vara lång sen gick de så bra så jag hoppade av det finns ju ingen fundamenta riktigt bakom och det man ser de här bolagen göra nu typ som Ionq är att de använder ju sin aktiekurs till att köpa andra bolag Vissa bolag kan du inte kalla för kvant Men de kanske har lite omsättning Så det blir ju något annat Det är inte det vi tänker kvantatorer längre Utan det börjar bli spretigt Och de börjar köpa kassaflöden Och nu börjar Så det är liksom Bolagets uttalade Vad de ska göra Skiftar under fötterna Det låter smart Och som världens håsigaste vd Som slänger ur sig helt Makalösa uttalanden so that it will be like, okay.

20:08So it's going to end up in two years. We talked about it in the last week. It's just so that fundamentalists don't exist anymore. So I understand that it's not a role. You don't have to look at fundamentalists anymore. And so can it be. So it's. But what you can remember is why it's still worth looking at when the market is still in order to look at it. that now we now we're going to do this then the goal is fundamental it's my reverting to fundamental and I think we're very very long there from now on many values what things actually should be based on fundamental then we have momentum and it's memes and it's happy days and all the time but just so that you can play with and play but you know what the side is and just that's why I think that it should be asked questions about fundamental Analytiker eller Nyhetshusen ska ifrågasätta Varför AMD är villiga Att gambla bort 10 % av bolaget För att sälja chip Till en startup Som inte har pengarna Det är märkligt Uppsidan är ju störst i kärnkraft Som jag pratade om gått fantastiskt Kvant gått fantastiskt De har inga intäkter så man kan ju rita upp En fantasi som är oändlig Eller uppsida som är oändlig but now when the company has gone more than 1000 % it's been a little bit of a side and now they buy some companies that have a little cash flow and so on because they also know that the day it's going to be able to maybe we have to go into the hole at least at least 20 % not the whole way down to 2 % it's probably for hope but it's all it's a time for scammers now and those who are doing trading and live and live in and live in a bubble absolutely

22:00We're sponsored by Saver. There are really good times. They pay much money to their customers. They pay kickbacks to all the fund - They have paid over 82 million dollars. Since start, the money goes directly to the bank. They go to the bank instead of the kund. If you want to halve your fund, and they have to say to hold more to themselves instead of to give them to bank so it's just to be a kund with Saver where they have many lower on almost all the fonder. And then in the fall can Savers kunds spare on capital insurance. And now they do their first return of the cash for the foreign foreign foreign foreign foreign foreign foreign foreign foreign foreign and it's for a kvartal 1 and 2 so from and from now so return return to a kvartals and for a kvartal 3 so come the money in the end of the year.

22:57Yeah, exactly. And then I will also have a quarter-off. We've had a quarter-off here, so now in the coming week I think I really think that you can go in in Saver-appen, if you're a kund there, and look at the price of the growth. It's almost the most exciting thing that exists. See how the proffs are doing, see how it's been in their business, have they come in, have they come out. It's a fantastic service that you can get it gratis as a kund at Saver. Yeah, but really. It can really be an edge. And it's information that has cost a lot of money that you can get it completely gratis as a kund.

23:25and Saver. And we will talk about our all-weather portfolio, our model portfolio that we have done on Saver, which we tweet from PhilorKill-kontot on Twitter. Man can see that you have taken away from the risk in real time. Yes, exactly. It's 40 % cash. So as we started. And then we increased in the tunnel-caus. And then we did it here for a few weeks. And yeah, it's there we are. It's a lot of Vilka risker vi tycker att man ska ha I en bredare långsiktig portfölj just nu Sen liksom Vi är traders, vi kan göra andra affärer och sånt Vi säger dem Men det här är ju våran exempel På en långsiktig portfölj som ska ha mindre risk Ja, gillar man att dansa sist på discot Då ska man vara i marknaden du vill stå utanför Precis, och leta asymmetriska case Som vi försöker hitta Ja, så vi återkommer när vi har en ny uppdatering where perhaps the price has become a little bit more than your astrologer.

24:28Yes, it will come a time where we are 100 % allokered, I think. Yes! So, go on your Twitter account and then you'll come up. So, be a kund today and get both a bill of funds and take part of gratis data. But remember, investering in your risk and it's not that you'll get back your capital.

24:55Then we had a new New York Stock Exchange The market market There had even Eric Trump The market market It's a prediction market Man gissar if the Fed is going to do it And then it's a percentile of 0-100 If Jesus is going to be able to do it If Elvis is going to be able to do it So you'll get 3 % of the money If you don't do it All events that exist And they have even got to get in on sportbooks Marknaden, you can bet on sport now NFL. So it's Calci who's doing a job with Robinhood and Polymarket, who's one of the two big actors. And there it goes NYSE in with 2 billion dollars and this is worth 7 or 9 billion dollars depending on after or after investeringen.

25:38So it's really a sign of a promise. And this is not a policy. Polymarket is not in the US, while Calci is in a more green variant and then it's more that it's worth. So betting is in the US very few states. and you have Indian which has driven casinos they have had monopol and now it's like DraftKings and all these Evolution have been bad just for that Polymarket and Calci should take over the market I think it's horrible that it will come new actors that have found a kryphol and so all the others who have tried to go to business but it's really a sample both Trump is in, if I have found it right and now Nysö goes in so they can either just hedge or be with the game and they talked a lot about the skill of these markets is that they are open dygnet around that on a börs it should set last so they should try to do tokeniserate the whole crypto hype so it's a super interesting phenomenon Betfair is a new in Sweden this is a continuation of this Per, have you been in on the site?

26:52You've been in on Polymarket. It can be all from a Fed - to now that you can bet on the next-stinging. I think it was 70 % that it would be stung in two weeks. In real time you see so long it is too many bets so you can get a good volume. Then you can get what the market thinks. Here you had even the USA. It's very interesting data you can find there. and there is it just in the beginning so if it's something you really need to trade then it's just on these bars and here there are some enormous false prissipers yes, exactly and it looks like a form of live odds that you can stop on Polymarket and then it changes on it and it's just go for it it's super cool and I own Cambie here and it's just and it can be done where else it feels like for them if this goes super fast then it's really negative but it's very difficult to see that the two sites would take over the whole betting market.

27:52Many are looking at new technology, new Robinhood and like that. And you need even market makers and odds when they start with sports. If you often bet on Caltech or Polymarket, you know, there is an oddity coming from. And then you can be odds feed or pinnacle, which is the big odds. odds-sättaren. Någonstans borde det finnas plats för dem. Vi får se var det här slutar. Men just nu har det varit väldigt stökigt i DraftKings och de här stora operatörerna. Det har varit superjobbigt på börsen. Vi får se hur de svarar. Man är svårt att se att de bara ska bli helt frånåkta här heller. Då måste väl de lansera det här också och ha någon form av betting-lösning också.

28:38Nej men absolut. Jag tror att Nysö gör det för tecken att ha en finger med i spelet för att de ser att det är en framtid. They have also been talking about tokenization in the future for the markets and the markets. So this is a lead to the long term. Yes, exactly. Very interesting to follow. I have to register a lot here on some of these sites. They have even a list of the ones who have been most and been in most. So it's a very gamification. Or just go all in on that Elvis doesn't have to be able to get 3%. Exactly. Exactly. Robinhood, they wanted to go in there. They had to tell you that they wanted.

29:19And they were doing a job with the other big cashier. Exactly. For many years ago, it was like it was like it was on the way. And if you've seen Robinhoods, its development is the Sinets 7. The price goes from 4 to 160 dollars. Exactly. But for many years ago, they were not really a little bit of a room for that. But now they are more tech leaders They're buying new markets It's like if you look at crypto And in the US they have a completely different capitalist thinking Be something big, pay people much money on it And then Jamie Dimon says I can't say this So now we're all in And it's a little bit like the same thing Polymarket, Robinhood People see it as if We've had a lot of small spars in the US It's not been like a big deal in the US Robinhood has folkifierat Wall Street and then suddenly has to be with him and to play here it's the endags option it's the end of the other exactly it's a different thing it's a different thing it's a different thing

30:26break things and move fast and then if we talk about crypto it's a good thing there is also a press on the whole market you have to do it around it's very big it's super liquid You can do transactions on a second jemals with a three-day settlement. So it feels like that the most popular akties, Nasdaq and the other, are stressed out of the whole of the that happens. Yeah, I think it's true. But I think that Europa should also be able to Yeah, now it was economy stable coins with SEB, but there were all the other and it was probably eight banks in Europa or something. And the rest of the world was very iskalla och det är fortfarande så när det görs undersökning att anställda inte får beblanda sig med krypto och liknande.

31:11Nej men precis, men jag tänkte nu att erbjudandet till retailinvesterare har ju varit dött rätt länge. Nu har vi Saver som springer fort och försöker både utseendemässigt på sajten att vara moderna men andra ligger ju rör sig inte lika snabbt. Nej, verkligen. Och om vi ska avsluta med lite råvaror så har vi ju Trump. He has bought in the lithium company which has gone over 100%. I think he has bought a company Triology Metals. It went up to 225 % here today. He tries to buy different strategic raw and products. Marknaden is going to be with that he will get a lot of easy and easy to get. He will get a lot of billig.

31:54This will probably be a play about how many products pass in in this portfolio. You have Intel, you have raw and you have to look at i optionsmarknaden för det går ju ofta stora optionsaffärer innan ja exakt AMD visade sig ju dagen innan var det ju någon som kände till det här och handlade en stor optionsbosse och det verkar vara så lite överallt så det ska man ju försöka titta på eller följa en av Twitterkonton som har bra koll på som trackar för sånt här händer ju jag äger ju Häckla till exempel jag trodde ju att det skulle komma där det kanske det gör men nu blev det de känns ju lite för stora kanske, lite seriösa eller?