Avsnitt 553 - Polytrader

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. We're going to have a good time. We're going to have a party. I'll see you next time.

0:45It goes down today, index I came in in the morning, a little bit From-the-brother, 1 % I didn't know anything You came in to me and asked why the price is down So it's hard to see it with astrology just now Fed has got in with liquidity The last days It depends on the chat That they must back up But I can't say that it was billy I went very short on the Friday I doubled my Nasdaq shorts So it's been great It's really good. Are you nere today? Yes, 1%. So I've got 500 points. You're not wrong. It doesn't matter how many people have. You're not wrong. I'm not sure that I can lay a net. Jävligt bad.

1:30We're going to talk a little bit about Nokia. We're going to talk a little about Palantir. I'm going to talk a little about Polymarket. I'm going to leave the market and become a Polymarket trader. What do you think? I don't think it's so dumb. No. So I think that the market will explode. Yes, it feels really fun at all. It's a question whether it's fun or whether it's fun or whether it's fun or whether it's fun. Then there was Barry, your idol, Mr. Big Short, who was there. Yes, Michael Burry was there and had bought long-suitable sales options in Nvidia and Palanty. Yes, he had a broad portfolio.

2:05Yes, really. He's really good. He tweeted the first time also. We'll talk about it. And then we'll talk a little about... It's a lot of information that it's a lot of information that's going around about the report when someone has bought sell-option. The answer is not really good. How big his trade actually is. We can explain it. I'm noticing that it's a lot of... He has talked about you instead? You have your own answer. No, but we'll take it when we come to the segment. And then we'll find a little bit of other Spännable things to talk about And what's happening We'll talk about the China deal That Trump and Xi We'll talk about the deal Or that we kicked the can down the road And we'll talk about Microsoft's VD Nutella We have a podcast in helgen They've talked a little about After-frågan on GPU Alltså Nvidia's chip Contra energy And so many things I think it was a interesting spanking Yeah, but it's been a lot of big reports in the USA that you're following.

3:08Here at home it feels a little bit more. We hope we'll get into the report so we can go on.

3:19We're sponsored by Saver. There we were going to talk a little about the country. They have a huge amount of money. For example, you can handle Storbritannien. I looked a little on Playtech which was bad boy here in Evo-hervan They were there and were there Then I talked a little about Playtech and it's been a lot of in the States of America I'm a head of the I'm a head of Evolution Dart, as they call him He's a lot of Flutter It's also noted in the States of America So it's a little iGaming mecca there in the States of America so you can handle very easily via Saver you have a very low courtage you have a low cost of 0 ,19 % 1-99 kronor depending on how big it is and it can handle directly digitalt in app they have very many countries, what do you do for countries?

4:16I'm also in the States of Storbritannien I'm a little bit interested in it comes a period of 10 years but Storbritannien has a lot of companies you have a lot of Anglo-American, I would say, they have been called Valterra. We talked about Platinum, for example, in the summer when Platinum-priset balled over, helt enkelt. Then we did Valterra a spin-off, which is called Valterra Platinum, which is a 3.0 Platinum-producent. So you can find it in Storbritannien. But even on the theme, we are saving. We are in Canada, for example. And there are also the places, both on metall and energy. and it's all it's all Canada is a meck of both big and big and exploration and there often it can be very cheap and then you can via Saver get very cheap both via the cost of the cost of the cost of you can even handla Belgium, the Frankrike, the Netherlands, the Italian, the Irland it seems like it's kind of a död and not so positive on the the svenska just now there is always a little gold corn if you do job or Or maybe go around and search on Finans Twitter or X.

5:29So there are always some international profiles. It's a lot of less than in the south of Europe. Exactly. And Europe has been a bit tired. It can be found many gold coins. For example, the company we've talked about. I mentioned it at Elsa. Avio, which has not been long, but has gone like a scroll. They're new-emissioned by the way. If you want to go down a little bit. On the italian market. And then it's also on the tema. It's Poland. I mean, an event of a weapon that I have to do, I mean, I can't do it on a plane. Framförallt can you go to a study in South Europa? It's always a good thing. To test if it's a boutique or something.

6:06It's just a dream. Slå two flugor in a small. Schweiz has also a lot of companies that are notated there. ABB? I have notated that also. If you want to spend it? If you want to buy it in kronor. No, so if you're not a kund on Saver and you're interested in of that to spread its growth of markets and to be able to handle very low vaccines and very good courtage, so it's just to be able to spain in Saver. Stort tack! But come back, investering in your risk and it's not sure that you'll get back your investment capital.

6:38In Sweden it's a little bit more. The big report has been. I don't know how much you can summarize it here. It's been very big. We had Storytel. It went really well. Vissa bolag Går jättedåligt Munters gick jättebra Jag har hittat de här nersparkade som vänder runt Har ju varit lösningen Och sen känns det som att många andra bolag har Straffats lite Bland de större bolagen Tycker jag inte det har varit några katastrofer på nedsidan Där har man varit lite snällare Och sen så känns det som att Det är lite företrädseemissioner Där vissa bolag går ner 50 % Och jag tycker det är noll Köpintresse Allt man köper behåller över natten It's down 3-4 % the day after Risk will not really come back here As you have dreamt about the last three years What say you about the svenska-nordiske rapport period?

7:31We have not so many AI-forcing here It's where the problem is Nokia and Ericsson Nokia got a deal with Nvidia That was on Ericsson Ericsson had a good rapport But it's like Can you help us to to the black hole that is Nvidia and that's all the money. Then the thing can go. I'm so bitter that I didn't have to be a legend. It was so that it was a burst in the USA. So you had a quarter of a quarter of a year when it was stopped. You didn't know what the new was, if I'm right. And then you would have to be a bid, a warning. What's happening? You're holding on full of fresh in Sweden and Finland. And then came the new one.

8:16and then I saw that I saw that you had six seconds before the action was gone on the upside. Then you could have bought a buy option in Nokia. Yeah, and I was actually near, or you are always near, but Nokia has gone fantastic stark the last month without a report. So I thought it was a good luck. So I was near to, or I looked at buy option. It's weird that the market is so easy. Greyer sker before it sker. Then if it's a fuff or what it is, it's not. It's not that we are. Yes, but Smart Deal of Nvidia, they spread the big winters they do. They invest a little bit in Nokia and they are going to buy their chip.

9:01And they bind up potential customers and they don't buy any other chip. How do you think that? It's well vendor financing. but they drive the development of the they have much capital and the development of the it should be modernized and so today came Deutsche Telekom to build a big data center to buy 10 000 chips or a billion billion so it sprutes out billion dollars in different flashers every day all the time and Ericsson followed with this it was probably a lot of the way En sak som är, Nvidia's livslängd på de här chipset när de kommer med nästa generation har gått från två år till ett år och ser ut som att den kommer göra framgent.

9:48Så alla de här summorna som du köpt chipset har, de kommer väl spridas ut antar jag över några generationer av chip. Det blir någon SaaS-modell där, jag måste byta ut chipet en gång i veckan. Nej, men det blir ju så, man vill ju ha nästa generation och de blir bättre och bättre. Det är som Atlas Copco, servicedelen är den som är bäst. Nej, men det är en liten flaggning. it spends a lot of money. Yeah, it does it absolutely. I think Ericsson has talked about that Trump should buy them. It has talked about that Nvidia should go in after this. It feels like something will happen here. You're a little fascinated by both Nokia and Ericsson.

10:27I think Nokia, before they have sent out AI in the press, but they haven't got any AI-to-value. And it's surprising, they put tens of billion dollars every year on research. And yet, no of these companies have been like in AI-focus. No. So, man could hope that they had been able to research something that was a little small. But no, it was not maybe, because they got an investment here. But the course went up, then it went down after. So, it was a little like the Oracle-pop. That you get a big up-up on the flash on the newness, but it's not that the course has gone fantastic before. So, it's just...

11:08Exactly. Oracle Google would come out and sell jättemycket obligation with an increase of belowning. It's so that Google took in 200 billion dollars ago or something. And Meta took in 250. Now it's not that Google and Meta do it than Oracle. Oracle has already done quite a debt. Oracle, if we look at there, their big kvartalsrapports the job of doing. They have to go back the job. Yes. Yes. So, it is a hint. That they can regulate. I wonder if it is a little bit of a business market. It should be back to the back of the skuld. Yes, it is. Or will Nvidia just write them on a magic way? I mean that if you buy a chip for the money that you have paid, and then goes the life of the chip.

12:02but it has gone down with a kants. What is the security? The old chips? I don't know what they're going to be. So, it's interesting. It's hard to see it go up. Yeah, there are two like-tech-sick - musik-killers here, which are not long and wide. It's a bubble. So we'll see how long it's going to hold on. What other reports have you seen? It's interesting that it's something that has been missing before is that it will come in a loss. And now we start to lose chip and data centers. And it's what's missing. There must be leverage. That's what we can do. Are there any other reports you've seen? Palantir came in.

12:53It was a good report. It was so they were going to go to the expectations. But it's worth a half trillion dollars and it's 4 billion dollars. So The one came down It's 8 % in the market now Is it kort? No, I'm not I'm not I'm not I'm not How did it go? I'm not I'm not I'm not But Also on the topic That's In the interview That was it we talked about In the beginning of the episode Now we can draw it Microsoft VD Was on a interview Or in a podcast I'm not I'm not I'm not He talked about That For their Del So It's not to the chip that is problem but the energy to drive the data center and chip it with it's where the flaskhals are not to get too much chip it was there I thought I I thought it was a a warning that it's like it's Kärnkraft that we have talked about it's his interest to say that it's not that he doesn't want to he doesn't want to kyla down the box but it was in all So he and Sam Altman were in the same podcast.

14:02Sam Altman was snarer a little more stressed, and talked about how much they should be in the 2027. They took in the money to open AI, and they came with a gratis month. They launched for a few weeks. They want to take in the money to the value of the money. But it's a little Netflix-like. I don't know how many Open AI actually works. I don't know how many of the users are. No Snart har väl alla användare på hela jorden Ja men det är det jag menar De måste börja erbjuda gratismånader och sådana saker Ja Men det känns väl som Jag kollade lite studsvik om idag Den gick ner lite men Allmänt så känns det som att hela den här Icke-vinstkorgen Goldman har ju en sån De har haft det lite tuffare Så i USA har det gett tillbaka lite De här kvantaktierna, kärnkraftaktierna Alla de här hype-aktierna har ju lugnat ner sig lite och det talar vi lite för att Palantir kanske kommer ner lite också.

15:01Det är bara frågan vad man ska fly in. Jag kollade på det här Cure, Clucore, de som hade bokat Huntington som vi pratade lite om innan, de gick ju fantastiskt. De hade väl fått indikationer från FDA att deras data skulle räcka för en ansökan. En tidig ansökan. Och nu så hade de helt fått andra vibbar och signaler. Så då skickade de ut det till marknaden såklart. and the kurs was in 10 or something it was 60-70 and now I was going to be on 17 again I was going to be on 30 but it was 35 it was going to be on a lot of so it was a new year you have FDA it looks very stak to be there you see all biotech-people that's written on Twitter I saw Alvotech which is the foreign company which has got to be in Stockholm got to CRL so it feels like Alla verkar få nej av FDA Jag tror att han som är Chiefdoktor Han fick det förra gången Han gjorde en liknande blunder Jag tror att det här kommer att ske igen Du hade väl lite innehav Jag äger ju lite cure Jag köpte ju på Announcementet på 36 dollar Så jag kom in Och så gick den upp till 65 70 var det nästan som högst Sålde hälften redan på 49 Så jag har ett GAV på 23 and I was there on the 23rd I was there on the 23rd I was there on the 17th I was there on the break even again and now it's on the 35th and now we see just in Cures so they can do antingen some compliment studies where they can all things are talking about the reference group and then they can take in patients who follow in the time and then also do behandling on for because it's an invasive behandling in the brain so it doesn't work to do a placebo group it's not so etic to open up a skull on someone and then not do anything so so maybe they will get out of the study with it we will see all the way but it will be very many intresseorganization now and so that will be laid on for it is a need of a need of any treatment for it is not I was a little bit on the show I was around the town I felt that I didn't want to Sabler me with a lot of mobile posts They always get the best If you don't buy it, you don't buy it So you don't go around and stir the whole day So, I was going to go to a place When it was total confusion And now it's a little more Klarheter in the oklarheter But it's all the way The company said that it was their vibe Of this Intryck of the discussion, so we'll see what it actually comes.

17:53It's all the way to the European companies that are looking for a good-to-beer, it's a catastrophe. And all the way to the companies that are looking for a very stökig interne on FDA. They went out with other things, that they could underlätta for biosimilarer and it could go faster. It's going to happen very much in the whole area. It's really, and it can be If you want to get in the sector, if you want to get in the market, it's going to be good.

18:25Man has to manage risk. I'm very glad that I've sold the half. Yeah, it's going to come something when the kurses go down 70%. So that you can get into it. So that if something happens, it's not the whole world. And then tomorrow comes Novo Nordisk. It's not a big deal to talk about it, but it's a super-intressant report. Aktien har kommit från 390 till 300 här. De har varit ute och försökt kapa något förvärv av Pfizer på ett annat viktminskningspreparat. Då är frågan om de vill skjuta bort så att Pfizer inte blir en konkurrent eller vill de åt själva preparatet. Det var 50 till 80 miljarder här så det var väldigt stora belopp.

19:08Vdn har kört en rejäl rensning av anställda. I was on LinkedIn It was hundreds of people Who just wrote I've got to stop I've got to stop I've got to stop I've got to stop I've got to stop It's a whole new time From what it's been It's been a big tech company So it's been a very interesting To get to see tomorrow It's been a very interesting Actions are very hate Jämfört with Ella Lilly So we'll talk about it Next week What said you about Burry? Just it, Michael Burry Som är en legendarisk Trumis Exakt En legendarisk investerare Redstone-forvaltare, han porträtterades ju i The Big Short. Hans fonds Guy on Capital Det är som att du är tillfrågad till tvåan.

19:51I wish. Nej, men i alla fall, han ju, hans konto heter väl Michael Burry not Cassandra. Han startar ett i nytt i veckan. Börsen går upp 50 % mellan varje gång han är ute och bänsar. Han tweetade väl häromdagen i alla fall att ibland är det bästa att inte göra någonting. Men det han faktiskt har gjort kommer i en sån här 13F filing I USA där man kan se Större investerare eller professionella investerare Innehavfonder bland annat Han har lagt på Köpt säljoptioner i Nvidia Och Palantir Han lång Gam den som ger sig Ja och då rapporterades det att han I kort typ en miljon aktier i Nvidia Det är ju så många tolkar Den här filingen och Jag menar ju på att så är det inte Utan det är bara att räkna how much money it would be.

20:41It would be like 2 billion dollars. And it is he not. He has a sell option. And then it says that he has a sell option and it is a million dollars. But if he has a sell option with strike 50 which is very long near and the aktie is 200. It can be very many. He can be very many options. and it's possible to do that, if you have overused option how many of the market is going to be in an option, then it's maybe so many, but it's from 50 dollars that strike is where it starts to be as an action. So you have any strike in Palantir? No, but on Nvidia I saw some other accounts that had looked up in interest and what it could be you can count back to if it was going to be a million of the market so you can see omsättningen i optionerna.

21:39Han hade inte varit ensam om att handla i optionerna. Då var det 50-70 strike typ ett och ett halvt år ut. Det var där man kunde hitta att de volymerna hade gjorts. 200-0? Ja, exakt. Så han tror 70 % ner? Ja, och det är väl ett bet på att det är en bubbla och att det ska pisa ihop. Han har spräckt bubbla och förut den där killen. Ja, han har i alla fall varit med och varit kort om. So So it's going to And it would be a lot of If you look at what the option cost That he might have taken 10 million dollars It's a little difference From 2 billion dollars It's a good idea It's understandable For the filing says That he is in short Selling a option Which is a million dollars But it's from the level of these options So he has not taken so much money But it's also a indication Han har köpt crashputt där i de två HC-ste bolagen.

22:34Så han tänker väl att de två HC-ste bolagen kan gå väldigt mycket om bubblans brickor. Jajamän. Det var väl det jag ville bara förklara. Har du tagit rygg eller? Innan folk tror att han har satsat hela sin fond på att en video-palenter ska krascha. Har du tagit rygg? Jag har ju kort en video men jag vet inte om det var han som tog rygg på mig. Ni kanske har någon hemlig chat där. When did you write down Bloom Energy In terms of AI You said that you don't know what you want to take If AI is Svagt What should you say in it It's a company called Bloom Energy I don't say I don't want to buy it Because it has gone fullständig Bananas the last two months But I think it's not interesting to look at Because there can you see Where the allokering Actually goes go.

23:26Now I just want to take up the one for saying how the one has gone. If you just go in on depone, then you see how much the one has gone. I'm not long. How do you go backtrade? No, I go backtrade not yet. I just want to explain where the pengar has gone. And where the one has gone. What they do is, it's energy. How they help to drive data centers and so on. El, gas, oil, energy. But it has gone from 20 dollars in July to 140 now. It's seven times with the price. And now you recommend it to buy. No, I don't think I'm not. But I think that another one maybe I know. Någon little brother or something.

24:10Någon little brother, exactly. Some maybe do something like that. And what Bloomberg does is that they have fuel cells that convert into gas, biogas and vätgas to electricity through a chemical process and then you can drive on-site various things, for example you do electricity so it can be needed to data center to connect in in an end and it is as said, Microsoft VD as I mentioned in this podcast interview that it was where flaskhalsen was so it is a hug sex on how to solve so much energy as possible so that you can drive all this And it looks like there Haas is We had always a pool We drew on the gymnasium That he had a cycle And he had a cycle And he had a cycle And he had a cycle It looks like so It looks like it's It looks like it's It looks like it's You know what's going on But this company It looks like it's I've looked at the numbers I've looked at the last report There were probably Anwends of Tesla's Alla humida robot They've set up Spinning pass And it's a great scene Exactly Exactly.

25:21But the company's growth is very much. So it was an interesting sparing. It shows that the flashbacks are there. Yeah.

25:36And now we're talking about crypto. So it's a lot of talk about stable coins. It's the rumble and the fine banks. Numera är ju även SEB och Danske Bank i en bankgrupp som ska lansera en europeisk stablecoin. Och då är det vissa kryptovalutor som gynnas av det här. Precis. Som är en del av det här stablecoin-spektrat. Och nu har vi ju vår sponsor Vertune som vi handlar vår krypto via. De har lanserat Vertune stablecoin index ETP. Som man nu kan handla via Avanza, Nordnet, Saver och Mondrose. And it's just about the stablecoin - and the stablecoin - and will be able to get the crypto - that's going to be able to get more.

26:25Exactly. The biggest stablecoins are USDC and USDT. It's also the digital dollar that uses over the world for the market to buy. You can go out and buy them for the crypto - and you can hold them. and so on. They are often back to 1 to 1 of dollar. They buy American stats paper. So they are all over 1 dollar. But because they are always worth 1 dollar so it's not a good investment to invest in them directly. Because they are 1 to 1 for 1 dollar. So instead can you invest in infrastructure in the stable coins. And it's as you mentioned, crypto-valuces like Ethereum, XRP and Solana. And those are the so-called motorway.

27:09where all the digital traffic in stablecoins is going to be. So every transaction pays a little amount of credit to crypto. So when you do a transaction in stablecoins, it goes to a little amount of credit to Ethereum, XRP or Solana. And the more stablecoins are used, the more value goes to blockblogs. So Vertune, stablecoin, index ETP, is a broad expansion for this development. Indexes are re-balancing every quarter. And it's just now that we're going to get to Ethereum, XRP, Solana, Chainlink, Stellar and AAVE. Yes, and you've heard a lot about stablecoins. It's already been done today by the way PayPal, Visa, JPMorgan, Shopify.

27:50And you think that the market will go from 316 billion dollars to 2 billion dollars until 2028. And the whole Trump administration has been very pro-crypto and the stablecoin-paraply. So, if you want to explore the value that is most of the value that is most, then you can get it and the instrument that is called Virtune Stablecoin Index ETP. And it is 100 % physically back as all their other ETPs. And it's a lot of money. Many people always buy crypto when it's a hit. Now it's coming down a little bit of crypto. Here you get a little bit of a coin if you're interested in just these stablecoin-value.

28:31Or you can look at the other crypto-value. For that often comes a big dip and then stabilizes it and then it's just to find out from which level it's up again. And as we've mentioned before, just stablecoins, PayPal, Visa, JPMorgan, Shopify, they already use of stablecoins. But then you can also look at what you mentioned now, when crypto is slightly less than Bitcoin, it's probably 100-100-1003 thousand today. Then you can look at what you see on the calendar, what it's coming from. and there are many clubbings of ETFs that will happen SEC has got changed the first altcoin ETFs, Solana, Litecoin and Hedera ETFs they are now got changed and then they invent XRP, Cardano ETFs it will be a government shutdown so all things will be a little longer it will be less news from the regulator side, even if we got some good news now, but if you want to invest in these altcoins, then you can see them Also via Vertune, so you mentioned that you can look at some of the enskilds, if you want to shop in a dip for example.

29:40Yeah, so it can be a good tip to stay up in orderbook very long down. It can come, as we saw for a few weeks ago, a big break, so it can come back very quickly. So it can be good to be a little bit of a net-up if you're interested in a certain crypto. Exactly. And if it's a staking product, you can know about it. That you can see staking, for example, Solana gives 3 % extra oil-avkastning through staking, Virtune, Stake Cardano 2%. And then Virtune has also their bred altcoin index where you get a broad exponent of all altcoins. And then it's not just stablecoin-valut. Yes, so if you think that if everything has gone down, then it can be a alternative.

30:23So I think that you really need to have a look at the crypto market now when it's so much. It's easy to see that everyone is very positive when it goes up and then when it goes down, then people are very negative. and it's what you're talking about with REA in the market. You should be able to pay when it's billy. It's often so on the market that people are going to get in when the price is going to get out when it's REA. Stort thanks, Virtune!

30:50A new interesting spanking. I've come down to some kind of a hole with Polymarket. I Polymarket and Calci are the prediction markets. Man ska gissa olika saker som har varit jättestort i USA för man har lyckats kunna runda reglerna. Det blir mer som en börs. Till exempel är det ju val i New York till borgmästare. Då är det ju sådant Mamdami och Andrew Cuomo. Då är det 91 % chans att Mamdami vinner just nu och Cuomo har 8%. Då går ju det här till 100%. Så i Cuomo här så får man väl 12 gånger pengarna. På den andra så får man en avkastning på 10 % eller 9 % ungefär. And this has been super big and it's a hilly here.

31:31It's a little bit on crypto. It's like they've runed the rules a little bit. For the time you could just put money in crypto. Now you don't need it anymore. And then you can follow all that. So people can follow all that. People can see all their active bets. And you can see what they've been before. So people think that they've found some Trump insider or something. You can bet on what else. Jesus can come back. We talked a little bit about it before. Now it's new to be that you should be able to bet on Sport because of the many players that have gone bad. And now they have even been able to bet on earnings if Palantir will be able to get to the expectations.

32:08And on Coinbase can you be able to what they say on Callen? Conf Callen. And then it's a lot of words. It can be Web3, Ripple, Solana, it can be different things. And then someone on Callet has a list of all that stood on Coinbase. Polymarket. Så han avslutade bara callet med att droppa 30 ord som alla hade bettat på och så blev det liksom total sprängning där för de som hade bettat nej och jättevins för alla som hade bettat ja. Så jag tänkte försöka lära mig det känns som att det här är liksom man är väl säkert supersen men det här har inte blivit så stort i Sverige och det finns mycket edge om man är duktig här.