Avsnitt 554 - Sesam öppna dig

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.

0:36All right.

0:45with the short-pusses that I strolled on Friday. On low. It's cool when you have so good timing. Perle Rose will ring you soon. And then... What do you think? That you just did a good job. Yeah, exactly. I strolled them. It was almost break-even. A little bit of a tors. Was it your first time? No, absolutely not. So you can see it as if it has been a billy hedge here under the end. When you've been able to pay for a lot of things so you have laid off and clodered yourself on the internet. Now you have done good aktieaffaires under the time. Yeah, cool. I sold my last IPF, for example, I did it on the Friday.

1:26It's the Argentinian Holiday company. But now we can talk more about it. Then you and I have bought the same tech company. Yeah, exactly. So, it's the thing I should talk about. Snapchat, you're probably one of the elderly men I know, who does Snapchat? How do you feel? Old men It's near 40 than 20 It's the end I can say But We both have been long snapshots I took a report We're going to talk about it We're going to talk about Novo We're going to talk about Camuros It's been government shutdown Now it's government on the stage It's open here It started talking about check It ran out of the water It's a little open AI as usual.

2:11You will talk a little about your long-inhab. We will talk a little about some reports, some after-slentary what's happening. A little Intelligo of course. Precis. And then we will talk a little about AI-based which was for the week. And we will talk about Softbank which has sold some of the markets. We will talk about everything. Snyggt, we're going!

2:39We are sponsored by Robomarkets. There are some new things. They have taken more ETFs. It's not so little. It's 1 200 ETFs and 250 ETFs on the German Cetra. Then you can handle in Eurokonto. You can slippage of tax. These ETFs can be a pretty good deal. They are talking about when the market is open. So it's almost like a market. So they can actually trade. For example, the GDX and the other ones. It's a gold price. So they are talking about the ETFs very much. Yes, exactly. You can see the sectors. For example, Uranium, Miners. If you want to use uranium. So many things. I'll find another ETF for you.

3:29QUTM. Vanix Quantum Computing. The end of the day is also a fresh. Verkligen. So that is super cool to be able to handle. It is, as I said, no way to handle. For you can have a euro-konto. And so you can do it on ISK. And otherwise it is the same as the other hand. That the cottage is 7 ,5 point. Or 0 ,075%. And so it is no minimum cottage. And so you can handle via TradingView. And then as usual can you also handle on the American Aktie. Yeah, there it has still been a lot of power. It's all from Palantir, Hims, Teravulf, Irene, with more. It's always a company per day, per week, per day, per day, per week.

4:12Yes, but really. And now on the other side, I-actier, that have been svag. Or at least for the week. And then they've bounced it in the week. Yes, so if you don't have a Robomarkets-konto, then it's really dags if you're actively in the country. Stort tack Robomarkets. But remember, investing in your risk and it's not that you will get back your capital

4:37If we start with the report after slent. We started with every episode with Intelligo or Intelligo, I can't think you can't bestow what it's called. Inte, it's a good word at all to start with. You don't have to be an aktie today, the one is down to 45%. When you read the rubriken so it was fantastic numbers when you come to the footnotes or the nautes what you want to say it felt not like that here plötzlich became the company super transparent I don't know what they thought if they had gotten a little more press from Nasdaq or if it was the new, old Seafone or what it was but it came to come here that they had sold many factures they set up a goal they would do an ebit on 1 billion ...nästa år och tre miljarder om några år.

5:27Ja, det var lika svajigt som vanligt. Och i och med att bolaget inte gör några intervjuer... ...jag har inte sett någon presentation... ...så blir det ju bara high-chaparall. Så det var lite som vanligt. De som var långa sa att det var en fantastisk rapport. Och de som inte var långa sa att nu är det nog över med HC med det här bolaget. and the open 10-15-20 % and has been and has been a whole day it has been a lot of the refills a huge amount of time if you had been blanking how have you reacted today? have you been stoned or been korting more? I have been korting more but it has been so automatically in a fund that when it goes down it has been less than a year so it has to be able to increase but no, a lot of people I don't know, we've talked about it in the pod It's been a little bit of what we think It's a little bit of a case to look at We've criticized the company's information and communication And so it's like this And it's always like this But the wisdom is that You don't need to be able to make a company more Than what a company does to themselves And today it's actually many foreign investors Investorare som har varit både tidiga och sena på den här bollen.

6:49Och det känns ju på något sätt lättare att förvränga för en utlänning som kanske inte läser alla chattar och har koll på allting. Det var ju väldigt många där som gav upp idag också. Så det känns som att med all info som kom fram en stor del av omsättningen kom ju på en order som releasades efter kvartalet var slut. Och sen så bokade man in den som en stor del av den här omsättningen i kvartalet som var tidigare, vilket känns väldigt märkligt och sen skulle man få betalt mellan 12-24 månader för den här orden. Alltså grejen är så här det är inte så komplicerad business. Så det man ska tänka på är att när det blir för mycket akrobatik och för komplicerat så måste man ställa sig frågan varför.

7:35Vi pratade här senast om deras emission som mer liknar någon form av death spiraling where market maker what heter de? Jane Street. Ciscoana. Ciscoana. They got a lot of stuff. They look at megatorsk here. We'll see what's happening with the lot of these. Then it's a fine thing. It's never really so. Or they're short in. So it can also have been. But what I mean is that when it's for hard it's for a lot of stuff. And communication, when it's been being used for the media bevakning och genom den här jakten på bolaget som det har varit och då gör man en sån här komplicerad deal med Shashguana. Var det nödvändigt?

8:19Det finns mycket annat man skulle ha haft fokus på. Det nödvändiga var att få in pengar i kassan. De fick ju in 200 miljoner. Ja, men det är inte för ett bolag som tjänar en massa pengar eller går bra eller man ska satsa på någonting så måste man inte göra det med Shashguana som är The Sharks. Det är väl The Last Resort. Jag tror inte Warren Buffett stod på kö här. Nej, det är det jag So it's just like this, I don't know if we said it in a episode here or when we both visited another podcast. If it goes like an anchor, I'm talking like an anchor and fucks like a duck, so maybe it's an anchor. Yeah, the actuals are down to 57 % now.

8:58So it's one of the most brutal things I've ever seen on the market. It's not. When it comes a report that comes in the numbers that they send out, is fantastic. I thought you were going to do it. It's clear that you can be a biotech. Varenda biotech-bolag so it sounds like it's gone bad and it's gone down to 90%. It has not happened there. We'll leave it. It's very nice that you haven't been involved in this. It's the biggest learning. As you said, don't you know, don't you know the difficult case. It's a spectacle to see from the side. Many have a lot of thoughts. Sven Nordenstam It's a winnary today From that it has taken very much So like When it's Something that's An example that's not investable And it's when you can't see That much Or you don't understand Or when kundsvodling Are weird and so Then you can just say to yourself Is this investable for me?

10:01Yes or no? Many fonds do so We can't be with this And it can be thought It's nothing that has been done so well The last 10 years That's how to buy a Nasdaq bond It's very easy to buy Just buy a company where it's not so cringy And where you're trading To SBB's fall It's a fact that they're on You buy a Coke, you buy a Coke You buy a Coke, you buy a Coke You buy a Coke, you buy a Coke You buy a Coke, you buy a Coke You buy a Coke, you buy a Coke when it's like when it's like it's like a form of that you need to be a mate-sniller for understanding the business then it can really go to hell which it was in SBB's case it became like the Excel-snervous that became a an an an an an an an an an an an an an an an an an an an an an an an an an an an an

11:05And when it's too complicated, it's not to be complicated. The skillet of banking can be complicated. There are many different companies and many different things. There are many mattes and things here and there. For example, for example, for example, or in this case, dosimeter, it's not going to be straight forward. You get an order, you get things to pay, you get paid. It's absolutely a lead time to get paid. But then when it's a grossist that it's going to sell, then it's going to be a grossist. Yes, we leave it to the other. Alternative, if the company has reported that the grossists have been paid for the grossists with the intäkter without being paid, then it's going to be a grossist.

11:51They could also have waited. And then the day they actually got paid, then jävlar, will the actien go. Do you know what else to call? Yeah, it's probably some of the other people I'm looking for. Snapchat was the one we both looked at. Yeah, I looked at Carina Bergfeldt. And then the main reason was even Spiegel. His wife was with there, Miranda Kerr. He talked about that he had built a computer. He had a computer. And then he came to that he could build his own computer. And so he did it. And then he felt like this is a smart guy. Han verkar ha haft lite lekstuga i Snapchat väldigt länge De har varit kända för att trycka oändligt maxet till alla anställda De har en fantastisk användarbas Kanske inte en kapitalstarkande för det är mycket ungdomar Men de har inte lyckats kapitalisera på det här och har kört en jättedyr AR-satsning med glasögon och så Jag får för mig att det är någon form av inflection point De har börjat med lite betalmodeller Man betalar för att spara sina bilder And if you want to add this, then the video was added, if I have gotten it right.

12:59So then they could get a SaaS-tjänst there. It's like all the mobile-tjänster. And then they would add it. Their cost goes down very much, because then they would have been using Google Cloud, if I have gotten it right. And for all those who didn't pay for the services, then they would have gone all of their memories. Just it. So that was one of these. Then they signed a contract with Perplexity, so that they would integrate into the app. and I thought before, I thought that Snapchat would be able to pay up an AI or perplexity or anything for them to use their services. Here they got Snapchat$400 million for that they could integrate into app.

13:35They must trim their LLM and get a database and how many searchers. So it feels like a win-win and they get paid. Aktien stod 90 2021, nu stod den i 8 7 dollar Så den är ner 90%, jag tror att det här är någon form av inflection point Kanske har man sålt här om en vecka om man är förvirrad Men jag tog innan rapporten Sen satt man och följde där på natten var den upp 30 % på rapporten, sen var den väl upp 10 % dagen efter, så det blev inte riktigt så bra. Sen hoppade du in Vad hände? Varför lockades du av det här caset? Jag synade väl rapporten first. Ja, you were a little smart. It went up to a fantastic report.

14:18No, but we both have snegled a little on chat quite a long time. And I think that with the use of the base of them have they are not paying for the same way. So the annonsers are not the group that is like interesting to announce. to. Had man been a smink - or something else in this goal, so it's fantastic. They have 900 million users in a month and 500 million users per day. It's just a number of numbers. You should be able to pay on this use-based. I know that critics say that that young people use Snapchat and then they go over to Instagram or Facebook. I don't see any of them Facebook längre.

15:08Jag själv var inte Facebook. Så jag tror inte att det är så. Det är ingen som kommer använda Facebook. Kanske. Det kommer vara mormor och farmor där. Kanske om din farmor tjatar på det om vi kunde prata med det på Facebook. Men jag tror att det måste det ska kunna gå och monetisera Snapchat. Och sen nu fick du en AI-stämpel. Ja, eller framförallt så kan de väl ta ett betalt för sin användarbas. Jag tycker det här verkar, i USA, man har ju helt missat Here you will get the whole gal of the rinx when a company, Carvana and everything, went around. And if it was, they would have been able to buy their cash flow.

15:43They would have been able to buy their cash flow. I think that even if they saw some signals that they had gone with their gal of spending, they had still been on the lotto with their Victoria's Secret. They were in a house for 115 million dollars. So like, the company is not worth so much money. Not in the US. 12 billion dollars. 12 billion dollars. What's that? They had 900 million people to use it in the month and now you get an AI-stampel with Perplexity. Can it be USA's true caller here? Jätteemånga. AI was... But AI was svagt for the week and then came the report sent on the week. I thought it was a good place.

16:21Okay, but if you want to try to do it now. So... I don't think it's so dumb. I think it's super... And then it's very much data on Snapchat Conversations data How people talk with each other It can probably be worth a whole deal In data for many of these AI Alltså LLM That to work on Just the conversation data For it's a lot of relations And so Man can hope that all the other That's what met them here They're going to take off the AI-race. They're going to take off the money on servers. Snapchat has not the cash for it. So they might miss the data center-tough. Yes, but it's just... But just to feed the data, it's not a Snapchat, it's AI-play.

17:17It's the same thing. I said it earlier in the pod, that in the end of the end, I think you're not going to book a resa on Booking.com. Booking.com will feed their data in a AI-modell. When you say to them that they want to go here and they want to know how they want to have it and what kind of hotel. You'll find a proposal from the bibliotequ. You'll see a influencer on Snapchat go around on a Bora Bora hotel and then book it Snapchat. So it can be, exactly. But what I mean is that they who sit on a lot of data will feed their AI-modell. and then they will pay for their data and it will be very interesting if their model works if you follow influencers they will pay per view and that they will not in any other app so that all influencers have been besotted of this and they will stop to do it and say, follow me on Snapchat and then they will bomb them out so they have got a and then we'll see how long Snapchat can hold it but then it was just kassaflödet better now and it is even another take which I've seen some people do, it's that he's on with his AR-glas-and-lake that he's going to be able to do next year.

18:31And that he's been in Saudi and like that, he's got Piff and them. That they're going to spin out this. And if they're doing that, then they'll have a great job of getting paid. So they're going to pay for a lot of money. It would come in an Elliot or another one here. Gardel or another... Snapchat Gardel. I think it's interesting. It doesn't feel like with the använda basen och 12 miljarder dollar. Jag vet inte riktigt hur mycket nedsidan är. Jo, det är väl klart att den är 100%. Men det känns som att värdet någonstans måste, finns ett golv liksom. Ja, man gillar att de kör en Spotify i alla fall och återköper aktier när man liksom inte går plus där på sista raden.

19:09Jajamän. Då kan man ju trycka nya i ett sin anställd och köper man tillbaka. Ja, så går det runt. Jajamän, sen hade vi Novo Nordisk. Där har det varit totalt kaos. Det har väl egentligen inte hänt så mycket. Aktien handlade skitdåligt, rapporten kom Sänkte guidance, det var ju superväntat Idag studsar den 5 % Och biotech är superstarkt Men Det låter verkligen två läger här Man väntar ju på lite Alzheimer-data Som skulle kunna rädda den här aktien Men annars är det ju Eli Lilly Som har legat i förarspåret De var ju med i den här budgivningen Med Metzera, med Pfizer Och där känns det ju som att det inte Pole position och inte var amerikaner Om det skulle bli lite bråk i konkurrensverket I think it was really good that they didn't have it.

19:55They had 100 billion dollars. That's what I think. But they should do new things. He's in full speed. They have a new CEO here. He's in a lot of people. It's hard to get a lot. They've got a lot of prises in India today. Yeah, it's hard to get a lot of money. They have a patent that goes out. It goes out to Canada after a miss. som jag pratat om nästa år och sen är det väl på 32-någonting semaglutid går ut i hela världen så då måste de ju hitta nya preparat framåt förbättra här så du har köpt lite, jag handlade fram och tillbaka igår var jättelång, hände ingenting idag går den upp 5 % vad tänker du?

20:36du har blivit teknisk analitiker jag har doppat tån, jag är lite lång jag tycker att lika älskad som den var över 1000 spänn, lika hatad är den nu of analytics. It always makes me a little bull. For that people loved the one when it was P25 and now it was P12 or something. So it's a bit more interesting here. I have said it before, I think that the company should spread its pipeline. You don't need to buy anything for 100 million. But in all of a sudden, it's a little. Here is the difference between L.I. Lilly and Novo That L.I. Lilly is much more than But they are on their cash cow And the one will not be for ever All the big companies have started with Cash cow and then bred the portfolio And now they have a lot of facet And two and three But it is still in diabetes And so things I think they could be able to do more So they can build a story Astra gjorde så efter Losec Investrar skulle ju behöva något att hålla i handen här Något att hänga upp framtiden Och hoppas så att du kan måla upp en story Sen märker man ju med Pfizer Det är väl jättedåligt att det kommer in andra jättar Och det kanske var det Novo ville stoppa Men den här marknaden Camurus kom ju med en semaglutid Alltså Novos preparaten fas 1 Med att man tar en gång i månaden Och man pratar om en marknad på 100 miljard Alltså den här marknaden är gigantisk.

22:15Det kommer finnas tio olika lösningar. Det gäller att breddas, hitta liksom sin nisch. Novo och Lillo kommer ju inte vara själva här. Men tittar man på Lillys kurs så prisas ju dem som att de kommer vara ensamma här. Och Novo prisas som att alla ska slå ut dem. Ja, sen kommer de ju vara själva. Alltså det kommer ta mycket längre tid för de andra. Novo och Lillys kommer ju bredda sig till nya indikationer hela tiden. Och det tar ju längre tid för de andra att komma i kapp. De som ska börja från scratch. Tror du folk bryr sig vilken spruta man tar? Alltså kommer folk bara byta runt? Jag vet inte, men nu är det det här, vad heter det?

22:53Det är på M eller Lilly? Monjaro Det kör dina poolar nu Ja, det verkar funka bäst Det köper man någon svart kille på stan Exakt Det verkar funka bäst, vad jag förstår Men oavsett så är det, nu tycker jag väl att Novos värdering börjar komma in där det börjar bli intressant here from on this price when they take things maybe to spread or to new things so should react to this price on this price on this price no then it's still too much to do so here and you will probably need to snitt but I have dropped 6 % today so it's a good start I don't know I can't take a It's not a bit of a difference in the week.

23:42I don't know if it's going to be a bit of a bit of a difference. But I think it's going to be interesting. I haven't been interested in it before. I think it's going to be a lot of opportunities. It's a very interesting niche. I talked a little Camurus ago. I got in a little for a bit when it opened. But it says a lot about the whole market. Alla companies have gone very well. I've got a little bone support here. I don't know if it's government shutdown. but all the sectors with platforms, medtech and like that have gone extremely bad in Sweden and now the biotech index the biotech index in the USA has gone fantastic well here in the last time so it feels like we in Sweden are a little after-shelking I saw research come with my report it has gone too bad it went up to 10-15 % in a day it goes down 10 % in a day so So, here I think that I think that we should be able to Bonesupport was down 40 % on a month I listened to a good interview on EFN It looks like business as usual there It has come in blankare, it has been Kinesiska Lim, it feels like Perfect Storm there So there I have tried to dopper Tona If you want to see how long you need Be a protest It was not good, it's not good But here I think I really think that you should look at of them.

25:03Some say that SUS, surgical science, is super - so it's a little corg of these companies that are very pressed. Now when you open up government shutdown, what are you doing there? Are it Biotech and them? Or are it SPAC-Bolg? Both of them. All the state. Many reglerate sectors or some that need Godkännanden och sånt Där kommer det väl bli en liten propplösning Men tillbaka till Novo Så tycker jag, den var ju så överägd I Europa bland europeiska förvaltare Nu är den inte så överägd tror jag här på 300 Nej, och det är ju det man ska utnyttja Och analytikerna står på De tävlar i vem som är basiast Det är liksom Ja, puckorna har lämnat skeppet Och då kommer du Råttan, är det inte råttorna som lämnar Eller vad är det man säger Råttorna har lämnat skeppet But you have acted on another way I government shutdown, or?

26:03I'm sitting on my specs and waiting on them You have opened up Polymarket I've opened up, I've not really got any stålar You've tried a bit, there can you bet on government shutdown Yeah, I've done a bit I've done a bit about it That they could change Philly Bust Fram till yearnsskift I've done a bit I've done all of them, I'll try to do this now I call it arbitragehandel Or high-diskhandel I've done a bit about Maduro i Venezuela faller också. Så jag har spettat på lite olika tidsramar. Det kanske du kan fixa själv. Det kanske du kan fixa själv. Åka ner på plats. Det är ju en 50 miljoner bounty på att han blir removed.

26:43Det kan vara värt det. Men som sagt, USA bullar ju upp med krigsskepp och sånt utanför Venezuela. Som i lite tur så får man väl till en militär cup så att han ryker. Och hon som who got fredspris together with opposition can take over and do it. It's also a good thing. It's also a positive thing. If the Venezuelans would be a democratic and modernize their oil, oil prices will go right down in the back and Putin will get a real smell. So I think Trump is a little He's been working on it. Yeah, he's been working on all the front. For those who don't know, so Venezuela has a lot of oil to go. Yeah.

27:35So if it comes out on the market ordentance again, then it goes oil-pris down and then it's in Ryssland. It's job for Ryssland. Yeah, it has really been able to do it with all the oil. All the sanktion there, Rossnöft and Locoil. They've got to go for a force of a little here and there. and sell other things. You've tried to sell it to Gunnborg, but it was 10 times bigger than Gunnborg. It's very surprising. Another company I've seen was Camby. They came with a bad report, but there was a release of their pen-up. Is it next year it's happened? I've heard you sit here in the podcast and say it.

28:14But now it's actually so. They've signed quite a lot of contracts. I think it was 10 of them in the last time. One with Superbet, som är en av de här top 10 operatörerna. Nu börjar alla de här motgångarna. De ska ju vara borta nästa år. Vdn köpte idag. Jag tror att det blir ett väldigt spännande case inför nästa år. Man har liksom fått äga den och tittar på dåliga rapporter varje gång. Sälj inför rapporten och köpa på rapporten. Som man aldrig lyckats göra men man tänker att man ska göra så. Självna har suttit på sinna. Jag ökade i alla fall där på 104. När jag kom in på kontoret så var folk att den skulle 20 % ner and then he steged 5 % up.

28:51So it worked hard to get out. So we're here at the bottom. It worked hard to get out of my colleagues. So it was Softbank. What can you say about AI-sektorn? It both has been H and B.S. there. It started with OpenAI - in the background. Sam Altman was in a podcast with Microsoft-vd Nadella. And he became a little... Sam Altman blev väldigt defensiv på en fråga. Och frågan var hur ska ni finansiera era trillion dollar beställningarna som ni pratar om, att ni lägger överallt. Och då så svarade han, Brad Gerstner heter han som frågade och driver en fond. Och Sam Altman svarade, om du inte vill ha dina aktier så kan jag köpa dem av dig.

29:42För det är säkert någon annan som vill ha det. Så han hade väldigt defensivt svar på hur han skulle finansiera ådra på en triljon. He was an agent of open AI. And it was the answer when he asked how they were going to finance their order. It was the thing that it was a little bit that AI was a weak. It was a red flag. It was the answer. And then I went to AI and then Michael Burry Palantir talked about it for the week and Nvidia Shorts. And then comes Softbanks report and they tell you or they have sold all their Nvidia-actions and then it's talking about that the money they should invest it will be new funding rounds in OpenAI that they should stop in the money there and it's not like they have done a bad affair Nvidia, except that they have all Nvidia for a long time he has already sold Portia Nvidia he has already sold 5 billion dollars exactly exactly, it's just a bit of a quick but what you know with Softbank is that almost all the money he takes to pay for the loan until next crash when it's going to hell he might not be out so much but these money he goes in and open AI and then we hold him on it's one of the best the best of the year on the budget the one has been prepped very well which one?

31:04so it's a teckel the one has gone 300 % here in the summer so it's not a lot of it's been a lot of it it's been a lot of it So I wait for him to stop in on record-refering And then we can be able to be a real top What do you say? With your case or long or short Or how do you play now? Will you ever be glad, bulled, hang on the road here? Or will you start a push-up Or have you licked on a new court? No, but Nasdaq went down much for the week We went down to 50-day-medel-värld For those who are watching so I felt that it's government shutdown It will be a lot of things and it looks like it's going to be a good time.

31:45It's not a classic, it goes not to be a government shutdown. But it goes up for the liquidation. Exactly. But there are the ones who see it in the way. Government shutdowns are going to be sure that consumption goes down. But when when the state opens up again, then comes consumption back. And then there is a need for consumption. And the analysis I did on Friday when it came down quite well. I was not so long from break even on my shorts so I was like it had been pretty nice to stay and then we have Black Monday Cyber Monday Black Tuesday Black Friday Cyber Monday Black Friday Cyber Monday Black Friday Cyber Monday and then it's Julhandel it doesn't matter which politiker or if you're a Democrat or a Republican it's nothing to win on to hold to hold a government shutdown in the in the season of the season I think then you can't forget your next election as senator or what else he should not pay out any matkupons people don't pay for no loan and they don't pay for jobs and then they sit there over Thanksgiving and people don't have to buy their kalkine or, no, it doesn't work.