Avsnitt 550 - Profet över en helg

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. Away baby, let's go! We're going to have a good time. We're going to have a party. We'll be right back.

0:45Trump, who started to see his taco here and he was going to be able to see it? How did you have been able to see it when it came down? Man was most worried for a taco. Then came a version of a taco that didn't really come to it. We will come in on it in the episode, I think it didn't really come to it. Framförallt is it so that in the past week it was Kina that started to escalate. Then it was not as easy to do a taco for Donald. And that we came in on it, I have a little bit of a take on it. It was Kina that came with a lot of new things and then Trump answered. And then it's hard to do a taco.

1:19It's like Sandlodan, all are on the floor. It was he who started. Exactly, but it depends on who's going to be. But all this is just a meeting they will have in South Korea in the end of the month. Yeah, so that we will talk a little bit about. Then it came a new flat, a soccererbjudable. Then it came a negative new in X-spray, where I got a real mouth-smell. So it was going to talk a little bit about. We had some some of the games that have handled today We have crypto crash We have a report period Ericsson came with his report It seems like we always talk about Ericsson It's a little neutral Today it's up to 17 % So today it's been long at all Absolutely And they have a big cash It's a big deal What they should do with it The end you can constate is that they don't need to buy anything No, hold on the money For hell But we'll talk about the episode And tell us about the report period

2:40They are a little and driven team. They have a focus on the growth. They are a part of the whole company. They are a part of the content of the customer. They are a new market-saving opportunities. They are a part of the project to develop the opportunity. They are looking for the role in the beginning of the year. So wait not for long to go to the next. If you have any questions about the role, contact Max or Simon. Theirs requests are in the announcement. Yes, this is not a bad job. It's not a job, but here you can be with it. You can meet traders, talk with traders, live with the market and be on a small business.

3:16So I think it's super exciting if you're a financial and interest in finance. So, let's go to the announcement that's in the description of the video or in our tweet on Twitter. In and seek! Thank you.

3:58The company has been around 60 and 100 years ago. And now we're at 90 again. Grattis to Wildcatten, my Tigo bro. He has talked about Ericsson here in some months. That it will be an aktie-cannibal with a return. And he looks like it's very easy. I saw that Gardell was super glad. So they usually have a different report. That the next report is down to 16%. So now we're going to break up here. And it feels bad that Ericsson and the svensk Nokia... Nokia sends out aipm-tjänst one time with different orders. But they haven't all got the AI-hawse, as Oracle and other companies. They haven't managed to nestle in.

4:43They put 20-30 billion dollars on research per year. How can they not have managed to nestle in this? I don't know. They're always with on a turn. But then they have both their history of that it's hard for them to trend in a longer period. What do you think about the rest of the period? We talked a lot about how the value will come in. I had a little index. It feels like now it's full focus on the report. So it's completely slagy when a company goes up 16%. It's going to be a very spain period. It's going to be very strong. It's going to be a lot of pressure. It's kind of tough in the market.

5:19when it's been a bad report. But it won't be Eriksson in any case. I think it's also interesting. The Q3 report, how did it affect the summer? How did it affect the tull? It's now that you can see such things more than how it has been. And especially in the USA. J.P. Morgan and Goldman, Johnson & Johnson, it was not a call on the ice. there, for example JP Morgan he reserved a little more than for credit for loss and then Jimmy Diamond, he has been warned for a long time, I think he is but he said that he was not interested in buying back but he wanted to keep it in the way to keep it agile for that he is worried about the market and JP Morgan, I think it is interesting to let him know what he wrote For that it is...

6:16When they leave a report So it's a real-time picture of the US economy For they are so big So there can be a lot of information here and now Yeah, and there can be a little bit of a side JPMorgan came out and said that they would invest up to 10 billion dollars In different national security and economic security and it was in AI and kritical mineral and they said that it was up to 1 ,5 trillion would they pledge here and this was a connection to the kvant-companied we talked about so all of them went up 25 % so that man underscattar these trends our kärnkraft-call and our kvant-call are legendarists i USA, olegendariskt i hur vi positionerade oss och redde, men de här IonQ och Rigetti, de är väl upp 2000 % allihopa, igår gick alla upp 20%, vad säger du?

7:21Säg något smart. Det börjar med man vill ju korta jag är supersugen på det det enda är väl att det verkar inom retail har blivit retail traders nya GameStop här nej, riktigt så är det väl inte It was just a technical reason to that GameStop Gick as it was, but I'm just suging on the korta Kvantbolag in the USA It's just like a crowded short just now Martin Scroelli It goes around a Roly tweet where it's a build On the four of the four of the company And it looks like this Intel Go-villain And so market gap is 20 billion dollars I need to just draw the chiffon here Rigetti is up 174 % On a month, 330 % On a month, 330 % on a month and 6300 % on a year and they're probably 10 million dollars and 17 billion dollars so it's a pretty sjuka world that has created and insiders are out of the way but you're still sitting all of a way you think you've got a doubling here but it's crazy times in the USA and like Chinacraft-bolag, it was like Stökigt i fredag, sen var ju Ocklor upp 20 % igår.

8:39Så det är full fest i de här små sektorer. Det här och AI är väl de hetaste sektorerna i världen. Ja, men precis. Och jag tittar väl på IonQ. De är väl störst och kanske likvidast och sånt. Jag skulle ju vilja shorta den. Gärna över... Den var uppe i nästan 85 igår. Över 85 så kommer jag prova på att shorta den. Yeah, and you want to short, but it feels like it's going to be a good job. So it's probably better to wait until you notice it's going to be over than to try to short and then go up 25%. But if we say so like you mentioned a good job. If you looked at it from the other side to buy it, then I would say that the job has gone.

9:25Yeah, that can I say. But it's probably for 50 % more. Yeah, exactly. Exactly, it was where I hopped off. But it started to be a day. And the companies do not so much. Ionq, they use their own market and buy a lot of other companies that maybe not really are in the company. But they try to spread the way. Until the day in the company is asked, they have other skills in research and technology. And it's what the companies should focus on, to spread the way. Yeah, it looks very smart Both insider sälja And try to sell We hopped on to flat There were big discussions How do you do? It's the wrong Klanakursen were too high Now it was three days before The stämmer So Klanasebeby came to a new plan He sank Klanakursen To 39 dollar And from 46 ,7 That was the last minute That he would buy his akties on Klana handlar nu i 38 ,93 så det känns ju rimligt och det här gav ju då att man fick 16 ,29 flat-aktier man fick då mer skillnaden var typ 1 ,6 miljarder i hans pengainnehav här så det var snyggt gjort alla har ju redan ältat runt det här och det blir väldigt mycket stor del av Klana men det här säger väl att det här borde vara klubbat och klart nu, att han har sonderat bland stora ägarna.

11:02Nu blir det en resa med lite klanaxier och sen blir det väldigt intressant hur det här bolaget ser ut om ett år, två år eller tre år. Men ja, snyggt agerat i alla fall att han inte bråkar igenom något sunkigt när kursen på klana har fallit så mycket. Exakt, det var snyggast så här. Och sen han fick väl in ganska stora institutioner Family Offices and so on In the foray edition It's onödhigt To To make them sure Yeah So It's a That's going to go through On the stämmal Then we X-Spray That I had taken a bet That this risk-free bet That To buy edition To sell a day Before the besked I think you got 40-50 % On the Fantastic Trade When you have got Fantastic Trade In the ryth then you get a little bit of a hybris and you get with a bigger chunk over the word.

12:01And this was the third time X-Brain would get a good sign. And you wait for it, it will come 7-8-9 on the evening. We were on a mingle there, it felt okay. And then I have laid over a X-Brain-sourced, Kaliditas. The longer time goes, the less worse it is. And I think I was sleeping at 11.30. 12, it has not yet come any of the rules and then you feel like 10 % that it is positive and 90 % negative and it was again fabriksstrul, they they say that it was not their things in the factory, but it was other things, but they set the FDA in a warning that you can't give out any new good-kännable if you use the leveranteur.

12:46I have like it's hard to, yeah it was probably so, but it's a third time in the guilt, so it's just to say that the ones who have had strul they often continue to strul Camurus, which is a very frangstrykt company, has had a few problems and it was a fantastic saga so you don't have to completely out of strul when it goes well, but X-Ray has no intäkter yet so it can be a new emission so you can play on the game again At inför nästa FDA-besked Som troddevis kommer kanske nästa sommar De har till och med två besked Då får man väl Köpa aktien igen Men jag slog ut mina aktier Lärde mig en dyr läxa Risk-reward och ligge över sådana här FDA-besked Det är lärorikt Men inte lärorikt för plånboken Och hade det blivit godkänt Har jag sett det här med Tokybris Så tyckte jag att jag har varit ett geni Man ska leva de här mellanperioderna between emissions and between the I know that Decote came with his study soon it's been fantastic it's been very interesting how it's been but there has been the enkla play of a year it's been from 30-40 to over a krona it's been the enkla resa to example and it's probably so you should play biotech if you don't want to risk a house and home, X-Ray went down over 50 % the day.

14:21So it's very volatile and very binary in the industry. Exactly. And this was a little bit because they were waiting on the good-to-be of production in X-Ray. They were waiting on the preparatory but they have a new technology so they thought it would be a less risk. Yeah, because it was a tech. They just got a good-to-be-preparatory with a different technology so it becomes a better type of generic if you want to make it. But it has shown that it's completely wrong. Man can see that you can see that you can get the world's dyst FDI-consult and then you can just smuggle it. But it feels like FDI can come with any questions it can come with any questions it can come with any questions it's a low-end there and it's not a problem to be a European company there's no study on it but now with Trump and all so it's a swajit it can be a little say.

15:17I was going to say that Catalan, which Nova has been also a factory where it was exactly the same problem. Then it was a lot of other companies that went into a lot of them so that they didn't get to get to get out. And after I've been out and been out and been out getting and so on. So it's a really blue lamp and nothing you want to have a lot of strul with. Then it's been a little bit of a company. I was going to bet MGM with a vinst warning. I bought a little Betson and Evolution. I have I've been watching this video on the show when we're playing in here on the stage. Man can see that the fact that it has been super bad.

15:50Now it's just been around and it's gone really well the last 2-3 days. It's like it's going to come a moment in the iGaming-branching. We've talked about Polymarket and Calci. There it's really been a lot. But it's still a lot of the underliggande verksamheter. This is one of Evolutions biggest customer. It's like that the USA is well. But now is iGaming stent. I'm a little interested in these stocks. I listened to a good interview with Pontus Lindvall in another podcast. They know what they're doing with. They're low-rated. Now, the stock market comes down. All of a sudden, they're going to get into it again.

16:31Or in flavor. And then you'll have to buy them. So to get into it here, I don't think it's a problem. but you will be afraid to not come to go up tomorrow.

16:44And we will talk about crypto. There were enormous numbers in the end of the week in the end of Trump's play. It was the biggest liquidations-tiped market that was seen on the crypto market. It was over 19 billion dollars that was liquidated. and in Bitcoin and Ethereum so it went down relatively much but it was in the altcoins that it was really big many were up to 80-90 % which is enormous right and it was in the description of 20 million dollars so it was a little some it came up in a bidrag of the fall was political and regulatory The US is a huge deal of införanding of 100 % on the Chinese imports and exports.

17:39It's a panic and it's a whole deal of loss in the crypto market. Yes, exactly. There was something called automatic leveraging. Some are long, some are short. And then all market makers took off. All the oil-to-bucket were very tom. You wonder how the price can go down to 1 dollar or 1 cent. That's what you've seen in some graphs. And it's when all the actors take off their mark from the board And then it can be a very good result Which creates a lot of liquid But it came a relatively slow return Especially in Bitcoin and Ethereum Bitcoin went back over 114 000 dollars And it came even some signals from Trump That he had to have a slowdown And we use Virtune when we use and there is no reward.

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20:20And then we have what happened in the Friday when the market crashs. Yeah, tell us a little. You had taken up a lot of short positions. It started to move on. Yeah, I did not really much. I have been doing them for now. It was just... It was just a bit of Trump talking 100 % about China. But it had gone a bit under the radar was that China for the week had escalated. Dels with having a dropout on the americans Trump had a crackdown on Nvidia-ship and talked a little bit of a side from his own side. Trump answered on it. It was a answer on his tweet on the Kinas' escalating retorik. I see this a big open...

21:09...and a big open meeting in Korea after the meeting in Korea. But then it happened another thing. It was a company called Nexperia in Holland. Alltså holländska staten tog över det och naturaliserade det bolaget. Och det var kinesiskt ägt. För USA kom ut med en lista på svartlistade kinesiskt ägande. Så holländska staten gick in och tog över det här bolaget. Och aktien var ju ner hur mycket som helst på kinesiska börsen sen efter det. but it's a risk that I don't think that the market has really discounted if it goes to the how can Kina answer on it because it's USA that has done some of the some of the I don't think so there you have a look at how this is going to it's at all not it's not it's not between Kina and USA than what it was for a week later.

22:11It's still a bit like that the market maybe waiting for something to sell a little bit. We've talked about a crazy market. It's been very strong. And then it feels like you can focus on the the normal sell-synter of the rare earth. I saw that the leading edge materials in Stockholm have gone a lot. It's probably going to be a little galna rusningar in companies that are exponents mot det när det är just det man håller på att bråka om här känns det? Det var ju det Kina tog upp, att de ökade restriktioner på Rare Earths. Och det är ju liksom deras det är den svaga punkten för USA eftersom att de inte har särskilt man försöker ju få igång en produktion där och klubbar att gruvor ska få öppna och sånt så att man kan få fram det här själv.

22:57Men än så länge så står ju Kina för 70 % av världsmarknaden på de här jordartsmetallen eller vad det heter. Eller som det kallas. Och det är ju problematiskt. Och det visar sig ju när sånt här... Och det är ju ingenting man löser på en vecka heller. Det här tar ju sjukt lång tid. Det kostar massa pengar och det ska öppnas gruvor och det ska... Det är ju en hel infrastruktur runt det där som tar väldigt lång tid. Men metallerna ska ju finnas i backen också. Det kan ju vara en av de viktiga grejerna. Ja, precis. Och det är väl inte Det är den stora pucken egentligen. Alltså USA har ju rätt mycket tillgångar.

23:40Och sen har du Sydamerika som är nära USA. Du kommer nog se att USA får ett större fotavtryck i Sydamerika än vad de haft hittills. För Sydamerika sitter på mycket av det här också. Och det är en naturlig geografiskt sett supplier av det som USA kanske inte kan få tag på själva tillräckligt snabbt. Yeah, but exactly. And then I think that the market still has a little tired on this. Or has not been able to drive this in absurdum. So, now he's already on the end. But it's still like we went down 30 % fast on this for the time. That a theme just works for a single time. For that it's going to be a black swan-like event.

24:26Yeah, but exactly. It was a taco but the taco was not he didn't say anything he said that she had a bad day and he said that cooler heads will prevail that this is a more tough snack inför their meeting but it's because he doesn't really stay the situation when it's a cheese that says they're going to increase the restrictions on rare earth he can't do a taco on that if you understand what I mean. So how did you do? Are you stängt or are you taking more? No, I'm not stängt. I'm sitting on it. As I said, for the week I've been talking about my korting quite a lot so I'm looking very well. But now I got to see it.

25:11It was a JP Morgan report today. So I wanted to wait and see. I think that the market might have a little more to give than that we should bounce up the whole way again. But we'll see. I'm going to be a bit I'm going to be a bit I'm going to stänga What I've been doing for the week Yeah, and Are we even plus? How much have you come down? I've been over 25 ,000 So it's about 600 points in on the post Then it was a bit short before So I have a little bit of a little bit A little bit more than what we're doing now And now we're doing 24 ,500 On the next day I have 22 depots with different positions.

25:54Rekna, hopefully.

25:58I wanted to see what it was. We have gone fantastic in the fall and it's in October. Then I thought I could play out a little bit. We'll see what we do with this bus. I noticed that I was on a mingle for a tisdash when we played in. Then came the Oracle-news that they had problems with it. out. So I probed it. It's a short mass of Nasdaq and then you can see that it's a ground-bind in the market. So it seems like it must come and then on Friday comes a new new thing that pushes the market to 300%. But you can see that when you are up on that the market has gone very strong, it doesn't go in a second, but it takes a few days and then people try to dip-go and then it goes up again and then when people don't really want to.

26:44But it's a little hug and it's a little bit that that it is that people have a little snett for that it will start to be a little bit more on the side that it takes stop and so many things but even so long, it's just to look at like, oh, but I'm in a kvant-hawson igår, it's still a risk-will that's so it requires that it comes down a little and maybe, especially that it doesn't just go back to the back and then after. Igår it was very much about bulls. Oh, look at that, now we're back. We retrace had half the nedgång from the fredag Alla was just galna So it's still It's still a very bullish sentiment And then it's quite interesting In crypto That we have talked about In that it became a It was very interesting It was a person who took Very big posts Alla has spręgts and liquidated For that Trump has done a tweet he won't get so much when it's not so popular when it's like when it's like a price, it's like a price and that he's like, so that's it was among the most sweet tweets, man doesn't really know who it is but it's like a lot of people are like crypto-files, they have grinded ihop 5 million dollars 10 million dollars and then you're like with a half big half-shows and crypto is normal, and then it goes down 80 % and then they had 100 million svensk kronor and then they had 1000 kronor it's a whole how you can risk it but for that to come up here must you have taken high beloning and risked it also otherwise you don't have to go up but it's a completely different there is a new term here and it's just beloning it's what it's about if you don't have any beloning so you can't go down it's very often your akties It goes down 100 % all the way you're going to.

28:41Yeah, exactly. And especially if you stay there under a longer period. Yeah. It happens just not. You know what I understand is that if all market makers are going to disappear and it's very illiquid and it's going to stop loss, it can be taken down, especially in the lower coins. Then there's no order book. So in theory, if it's going to stop loss there and no-likvidering, then there's no one who takes it. And then it goes down. It can go down how much as you can. But if it's fair value, it's more technical. And if you have a loss, you'll be one of them that will be the liquidated when the order book is.

29:24Yes, and then you can be like a paper on the phone on the phone again. But it doesn't play a role. It's the tragic thing. And it's like, I saw a lot of pictures of Binance and the big big big big big. They've got a 10x10x20x50 in the loss for a big loss. So it's a big difference. The ones who trade these mindre altcoins verks to be very high risk. I saw a picture that went around on a company that's a big deal with Bitcoin futures with 100x have and no KYC. And then there is a tryggere alternative to to move on if you are interested in crypto. But what I'm going to say here is that I don't think it will be the volatility now when it has been so much trade on the real market.

30:18CMI and all of these. It happened on Friday, you know, all is going on, all is going on, it's just about the day around, helgen, and then the market and then the market will be a very large part of the volume but now it's coming from the real Wall Street and all the other markets where you can handle crypto. Exactly. But I think that's also a sign of time. It's a time. Look at the company, you can look at the AI-based investments in each other, the vendor financing, all the people who put orders to each other, but no one knows who's going to pay for the order. I mean, OpenAI is still only 12-13 billion dollars.

31:00We have to put hundreds of billions of dollars. It's a lot there out there that's very new.

31:10And very special. So it's a little talk for the time we live here. I think it will be a very interesting week. Now it's the report period that's going to be a little bit. But if this was just a... Now we continue to continue to continue to go on after the festival. Or the festival on the disc o 'clock 3. or if this was the beginning of the beginning. They talked a lot about private credit and that it was a lot of money on the market in the US. Now many of them are big and big short. It's like a little bit of the big short. All it is about the glass of money you want to set on.

31:49There are new rules for banks that they don't need. They put it in other companies, their own loan. so it doesn't seem to be... You can't take it off on the balance of the market that it's a consumer, and so on. It's been a lot easier in the last years to do so. I'm holding on. I don't want to listen to it. Look at First Brands, I think Iconken, there are more with tentacles against the industry. Kreditfluster ökar. And we also have a chat down, so we see it just now. You have no statistics to look at. How do you take your decision again? No, but then it's going to be more important. So I think that the report can be it can be very it can be a lot of luck because it will have a double effect.