Avsnitt 577 - Nästa potentiella hype-sektor

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.

0:43Transcription by CastingWords What did you see? Just now I just looked at... Trump had just talked about it on CNBC. So I just saw what index was in the game. Was it up or not? It was below from the terminer. It was higher before. Yes, he tried to play tough here, it seems like. He didn't want to play his poker before. What did we talk about? Sieverts has more hand than UBS and SAP E. He is quite a bit of a sinness. I think it was going to be 3 billion. I'm sorry,

1:20I haven't stopped paying for a글k to pay.

1:43short squeeze over all the way. It's like we're back a little bit in MIME-era. Yeah, we must talk about for the week about a little macro perspective and that the price is on all time high. Vissa akties are totally going to be able to do it. It's not that you're not with there. Yeah, exactly. So we'll talk about for the week. Løsen fredag and a little so. Yeah, and then you'll let it in in the minsts, maybe we can see. If it's going to be a place at the end. That can we also do. Just it, I've got a short It's a little bit of a dollar.

2:41long, but you can even with high risk go short. After 600 % wonder you where the risk is. It would be a chance to be a ned-ad, but it has learned to Severs and other companies to see up there. But it creates very nice possibilities. I've talked about CoinShares and other things. You have very many shortings and hedge possibilities via Robomarket, so it's fantastic. Absolutely. And just in I Avis, or CAR som aktien heter, så är det ju en short squeeze där. Så det är lite speciellt. Absolut. Och vill man gå lång så gör man ju det via ISK, via sitt dollarkonto. Och det kan man göra på alla amerikanska aktier.

3:24Och det är ju väldigt förmånligt, enkelt att deklarera och inga onödiga valutavgifter. Nej, men precis. Och vill man kunna följa aktier utomlands eller råvaror eller sånt så har ju de även en koppling till TradingView. and you can even handle in TradingView via Rob Markets. So it's very good if you don't have a system today so it can be a good thing to use it. And if you can use a little code or if you use AI for writing to TradingView for testing strategies so you can do it. So it's a very good tool that you can use it. And if you want to set up a account or have any questions just contact Max and Simon on Stockholmskontoret so they help with super-snab service.

4:08And they have four minutes to Wall Street their little podcast which will take a recap of the new ones before the opening of the USA. And then it's a little news about what happened, how the market has gone before, etc. So listen to them and thank you for RoboMarkets. But remember, investering in your risk and it's not sure that you'll get back your investment.

4:36Yeah, we'll start with Sivers. It's a bit of a thing you're doing. Is it like fingerprint, galen handel 3.0? Is it your day and end? Sivers? Sivers, no. I did a snabbtrader in the beginning. You probably mentioned it here in the pod. I was pretty long. And then you almost got up 20%. I'm going to have a long time. And now I'm up 1000%. Yeah, but a little bit of diye filmmaker. And the reason why it's not going bundled in a owner-bank and my smartphone in this bill. In the USA had bought a stronger rheumat, a greater it's worth.

5:28Nobody has written with small companies. We've been doing mass I have a very bad house or a store owner here. Fällström and Achilles Capital. They came in in some form of reconstruction here under the week. And it's really the best thing that can happen. It's just that a store owner sells out many stocks in the beginning. So they have to buy money. Many buy a new stock market. No one is back. They have just been able to buy all the stock market. how good it was. It didn't come out any new and when it was up to eat it. Then it became a completely different and I talked about 20 kronor, I thought I was on without having to have been long.

6:14Now today it was 33 so boo, which I was just saying 20. The company passed on to do a placing here. Some I thought was all for little. They should do a Elon Musk ATM, that you sell in the market in and out of a sinnessy way of setting. It's very easy to do it in the country. It's very easy to do. It's very easy to do. It's very easy to do. If it's even going. But they could take it a little more. And then it was this with a potential double-notation that everyone got on. Samtidig as the placing. And some of the interviews with the the fonder that was one of the fonder that was that this was a speculation and sentiment and so DI was out and sell today, we got a little bit on fall we'll see what happens when the USA opens here I thought that text was quite a ton that you can see that you can see that fingerprint, tidigare, and and like a lot of analysis and it feels like that at the end of the EU and HS are completely out of this and then it's right, but it's like no one has been out and seen the potential before, before the blog that we talked about from the beginning with the semi-cap of Johan Rosenquist.

7:41It's a whole new segment, it's a lot of very much in the sector, so it would be interesting if someone had to go down on that the numbers are completely omöjliga. And there we're not yet. Then it's fascinating that the price of the till plötsligt 7 miljarder. Det har gått upp väldigt snabbt. Det är mycket till bevis. Det blir intressant att reagera på rapporter. Jag är just nu inte tillräckligt på hugget för att sitta och handla två miljoner affärer om dagen. Så då får man mer svinga över dagen. Är det en upptrend? Är det en nedtrend? Man får ta på sig hockeyskydden och börja handla här. För det ges ju enorma möjligheter.

8:23Har du någon vy härifrån? What do you think? Nej, I don't have it. But we both have been a little bit like that. It's not so clear. Just because of that they operate in a niche that is the the highest niche in the world. And it's quite avancered. So it's like many boxes that can be very hot. And then it's a little bit far. It's a little bit like that. It's a little bit of a red flag. But it's like it's a lot of people who play with here. They play double-notation. They send out releases. They're still a little bit with the game that goes on here. Yeah, but it's a lot of fun to see. It's the worst thing that's been to see a lot of people who don't have a look on the market.

9:12No, no, no. And they sit and sit and sit and don't do it. Exactly. And then suddenly, we need to pay for money. And then it's a panic. Emission. So I mean Man should take in money when you can And not when you need And it's clear for the fact That the company plays with On the house What should I say They deliver to these companies They use them And it's never an order So it's very difficult to get When it comes and how much it will be In the real kronor Exactly It's a fundamental story if you want to calculate the report on the numbers here today it's a sentiment play and then for the workers of the workers and the outlanders now it's the biggest from the svensk but market cap 7 billion is sec it's nothing from a international perspective even if they don't have so much It's not much money in the USA It's not much money Without a lot of money What's talking about Is this with high volume Fingerprint was also the day The most of the most of the stock in Europe So if it's Jane Street Is one of the world's largest trading firms Where comes all volume?

10:38It's not Jenkara who sits up at 4 on the morning And wevars It must be trading firms It's like it's someone some are squeezed at the end and the other but it's not option here, it's not commercial bank certificate but it's very quite a bit of a in play and in Europe that it's a lot of it's a lot of. And so we're very tired here in Europe, it would be more of a lot of these things, but it's not that it's not. It's not that it's a lot of but all hype-actied are very much. It's a lot of trading-technical When it's very much on high levels So it's a potential to find people who are snatched When it's getting people who are stuck And on the way up here has it been a pretty flat So it's not going to have been snatched If it's not going to go long But when much volume is going to happen On new levels Then there is a potential to be it and then it will be another story.

11:46Not that it crashs right down but that momentum is done. And a last tip is if you've been with this on the road don't forget to get a little bit. You can sell half of the money. In the Bitcoins fall in October when you were up to print almost 120 000. In the drop where it was so fructans that it was the biggest volume of any time on a day. or what it was, then it was a lot of very much hands. So people were around 100, 100, 100, 100, 100 ,000 in Bitcoin. And it was the biggest volume and the amount of the ever. The biggest volume. The biggest volume. But it also means that someone has bought the coins that went out.

12:31It creates a lot of volume that people have longed from the level. So when it goes under the level it becomes a lot of work. And it's hard. It's a example And this will be a new one So hold on On new things And what's happening There out We hopped on to Kinnevik That I talked about the week They came with their report Analytiker at the stand They thought that it was a piss report I'm reading the word They are the old Salando Who is still going on from scratch He's just a little bit but to lift up some little stone. I would like to spark 120 % of 300 % or something. 30%. Or, the cost of the cost of the cost of 320 % to 200%.

13:21And it feels very cool when you're not driven by a company. This is a company. And the investerings has not gone well. Then we might need to go down. Costs of the cost of the cost of the climate tech. It was many great things there. So, the company opened 5 % down on that they wrote down many in-house. and that they did in Peer, it has been a SaaS-okalypse so all their... The price has gone super bad in Q1 now they have just planned to go to the next quarter so I bought this, now has been coming up a bit I sold the post, but the have been 10 % since the report Christina has bought more, even if it's just a million-dutting when the new VD came for 10 million.

14:07It feels like it's something here. I have nothing long-sikted. It's very interesting what they take in for a new person and when they just set a new strategy. Today comes at Cilex, a semiconductor company, a very hot company that Criades and Bure and a group of others who bought from a Chinese - a Swedish company. They should not be able to get it. Here I feel like Cinevi could have been with it. I a such a company. Or maybe anker in IPO. But now the company said that you're afraid of the cash. It's good that we don't burn away the cash. But they must show somewhere where they're doing the right things.

14:46Or that they're with. Or that they have a sense. For all of them have done now. And this has already talked about it. They all have to do something new. I think that it was a step right in the direction. You wrote down. It was a long time. and sparking so you can do a little of this job that needs to be in turn around. It's really good that he städt up and that he hasn't been with this in this phase. He comes in with fresh eyes and it feels like it's very low hanging fruit. So I've kept spawning in and made a good trade so we'll see how the deals with. Then we CoinChair's day. There has been a strong forvirring.

15:29Vissa har fått sina aktier Det var en notering i Sverige Sen blev det en SPAC i USA Och så ska de här aktierna konverteras Vissa olika mäklare har fått det i olika dagar Aktien var väl uppe i 4.21 var slutpriset i Stockholm I dollar då Om man räknar om Och den har väl handlat 8, 7, 6 Nu är vi nere på 5 här För varje dag som går så får fler banker tillgång till sina aktier Krypto har ju gått upp so have not been able to hedge this. I handlade this for example via Robomarkets which became a good hedge. I'm happy to buy a lot of money when people will be able to buy their own own. Crypto has come up a lot.

16:14It's an asset manager so their AOM, their for example, goes up when crypto goes up. So then the of the stock market from Stockholm so have crypto gone from 67 % to 75 % so it's 10-15%. while CoinShakes just goes down here in the US-handels because people have an arbitrage. They have bought 421, which was in call-out. And then when they have got their own cash, they have to get out. People will do what they want. It's still a winstaffer. We'll see what the market handles when all the market has managed to convert their own. It's like it's been a long time than people thought. But it's a little bit of a lie here.

16:56First, the price was a lot of price. And now when people are going to buy out this arbitrage I think it's a very interesting purchase. The question is just what level it is. The company has released a report on April 29, where you'll see some of how much they're going to pay. This is a company that's paying money. They're doing a lot of money. They're going to get a lot of money. All the normal stockers are just losing money. Pengar har ju bara ett vitt papper med någon Förhoppning här. Ja men exakt, de tjänar ju pengar Av utdelning och så är det kryptoexponering Så att Vill man ha den exponeringen så är det En bra V-kull.

17:35Ja Så jag har fortsatt Jag äger ju Coinchurch då Så jag har ett fortsatt intresse där

17:47Vi är ju sponsrade av Avanza och den här veckan tänkte vi Tips om deras eminenta podd Avanza-podden. Extra bara gäster den här veckan Yeah, but really We got the chance to be in the event It was super cool We got to get the advance of the company And got to be a question Yeah, but just talk a little Trading, a little What you think about, how it has gone Historically, what you think about What we think about what happened Just now So it was very nice And it will also come a little Journalists, they have bland guests Yeah, it was a good mix And then it will come one week on Tisdagar Precis, so let's go in And then we also want to tipsa Under the report period When it's just a report Now they have their AI-sammany So you go in on an action I'm going to click on the oversights And then under the report There are two stars When it comes to an AI-sammany You click on it You get up a little bit of a point In a way of a point And a way of a point And it will come very many reports You know what you're looking at What's important And then you help their AI-sammany Very much Slipper man göra allt grovt jobb själv Ja men verkligen, vill man få en snabb Överblick så är det ett perfekt Verktyg att använda Och sen kan vi ju bara pusha på lite extra här Det är ju deklarationstider Snart ska deklarationen in Där har de också flera hjälpmedel Hur man snabbt kan och enkelt kan få Tag på informationen man behöver för att göra sin deklaration Stort tack Avanza Men kom ihåg Investeringen bär risk och det är inte säkert Att du får tillbaka hela ditt investerade kapital Thank you.

19:51Yeah, the ground. He was on Coachella here, so I, with his Victoria's Secret model. And then on Monday he got out and sparkled very many of the team. It was 20 % of the team. And they came in better than I was expecting. Axel has collapsed in the year, almost 10-4 or something. And now he's up to 6. So he's just like, reped in this conversation. But He's like I think this is just the beginning Now it's like I think it's also And if you read Irenics Open brev that you have sent to him And Snapchat what they should do So it was the first point To spark and To get booked with this Stock based compensation And it was a little bit more No, but it was just in direct If you spark it was just less So So it's a good way to take a look at it But maybe you start with it And then Governance-based So people have a lot of credit You give out a lot of cash To your own company And it's a good thing And the company has not paid money And you still have a return To buy a return For a return To buy a return When they sell their own So it's very Pills you Silicon Valley Funke Man just pump out Stock-based compensation Yeah It's a way to hold kassan in schack and pay with an aktie instead.

21:16Kassan in schack and hold the anställda glad, but the cost per aktie is often much worse. It's more and more aktie. They've tried to balance it through and buy back. Now he's sparking 20 % of all the and it's probably the first step. In this book was other some other things they wanted to see and it was to spin off the wearables part of the part of the part of the glass, the AR which still hasn't slated but it's still very close to the part of the part of the whole thing that you can play with Meta and these who have the endless kass and I don't know if they are the ones who are not doing it or not they do it in the same way with Snap, which are they now?

22:06It's also a little Ray-Ban Yeah, exactly You think of Meta? Meta has their glass eyes People have been saying, let's go down this You don't have a chance for them They're on 100 billion dollars in the cash And this is a hard value But they have a super picture of Social media, AR, you name it They've been in the South And in the Mellanöstern That they should spin off That they should invest in there It can be tough to get in Saudi India.

23:04Alltså det är ju nästan en miljard i månaden. Ja, och det är väl här jag tycker att det intressanta blir och varför jag är lång. Och det är ju dels att det finns lågt hängande frukter som spinna av wearables-delen och sådana saker. Sen samtidigt när AR, jag vet att alla är allergiska mot AR och sånt. Du har ändå varit med i Bo och VR och Starbreeze. Vad får du för vimbar här? Nej, exakt. Man har ju inga bra erfarenheter av VR och sånt. But if someone can do it quite well So that kids can enjoy it So it's Snapchat With all their filters They're a little different than what Meta And Instagram are So they might have a good idea I don't know But spin off it at all But then the number of users It's young And young people today Use Snapchat Much more than they think It's like an identity It's so that you can't get a number.

24:03It's so that you can't get a number. It's like, give me your snap. So 20-year-olds are there they talk with each other. And what you're doing when you're driving bus or tunneling, what's that mean, is to write and write and write and write and write and write and write and write and write and write. So they're putting an enormous daily usage on this platform. And the test that has been before is that you have Snapchat until you're 21, 22, 23. and then you go over to Instagram. I don't know if the tese will hold. Or will hold. It's like the tese will be. I'm not sure that it will happen. Instagram now is 99 % just a bit of a reclame.

24:47So it's just like no private one. No, exactly. And especially we are a little older that uses Instagram. Farmor and farfar on Facebook. It's not us who will be to Facebook. It won't happen. I don't use Facebook. No. It's over. If I can see myself go over to Facebook, why would they go from Snap to Insta? Is it when they get paid to consume things and buy stuff on Insta? I don't know. I don't know. So if they can capitalize for To have a month Ofgift, and the one is very low When you pay for To make your videos And your content And to be able to save it Even if it's young people who have a low budget So it's a very low price We talked about 20 spend It's so Apple started, 9 spend So it's 39 spend And then you can't take it Just the number of users and they are going to lead in the age of the group.

26:01It should be more than this market cap. Yes, but really. And then we'll see how it will be with the social media and the other. But it's a younger group in different countries. But we continue to follow the company. I have not handled any of this new ones before. It's bitter that you haven't bought it on 4. Now you want to buy it, but I don't really want to take it in here. but it feels like you should probably buy it when they really show you that it happens to happen to hop on a turnaround in two years it's just a bit of a loss exactly now it's going to happen I'm long, I'm going back but then came the activists Irenic in and I think it was positive that I thought was cool that it went very fast now that he's going to be 20 % of the anställda, it's not sure that he has taken to his Irenics blueprint for how a turnaround in Snap should be done.

27:01But it went very fast from that they went out and said it to that he sparked 20%. He maybe listened. And you know how Elliot acts like that? I don't know if they act like that, but they are very like, we're going to do something, we're going to change everything. We're going to change everything. They're very hard and very hot. We need to have a place in the system. We've got so much. Now it's not Irenics so much. I think it's not that it's a lot of snap. No, maybe not. In the US, it's just so much outspent. Exactly. I think that it's in a positive signal. That Irenic came with the list. And it took, what took it?

27:42In a half months, so sparked 20 % of the other people. Yeah, and I think it's interesting. We talked earlier about the staining. It's very interesting what's happening in five years. Absolutely For it has not come any new players No It's probably very difficult to slå in In the market As a new player What do you think Man can just vibe call it up On a second Exactly It's not so hard But you concurred With more today Than when these three Snaps come Soon TikTok Has the last one Has been And been huge Really So we Fällir up This I have it As a new case So I hope Realt that they're going to do it.

28:24Next point is psychedelic. I don't know how many of you say it. We've got many sectors. You talked about this for two years ago. I've looked at it a little from side of the line. For the year I looked at it and had a list of different companies. It's Compass Pathways, Cybin and other other companies that just hold on with psychedelics, shrooms. Alltså det är ju magiska svampar. Ämnet, jag kan knappt uttala det, psilocybin. Så heter det i alla fall. Den substansen har ju visat sig i många studier i alla fall kunna ge resultat på depressioner som har varit långvariga. Anorexia. Anorexia, olika beroenden Troman, alkoholism etc So that is Börsbolag ur ett medicinsk Synpunkt Posttraumatisk stress, even om man tror att MDMA Som är en substans Som även finns i XTC Men MDMA tror man Det är väl det man tror ska vara Bäst mot posttraumatisk stress Men det forskas även om Det här psilocybin Och vad hände i helgen nu?

29:45Helgiska driver ju en stor studie om det. John Hopkins gör. De här Compass Pathways, det var väl de jag har definierat som det finaste bolaget. De har kommit längst i sina studier. De har nått sina mål i fas 3. Så fas 3 är klar. Nu samlar de in långtidsdata och ska söka en NDA via FDA i slutet på 2026. Eller höst Q4. and it's happening now in the hel where you need to speed up legalization or anything? legalization it's going to be easier it's been very anti to even research on it and to drive studies on it enda since 70-tall and war on drugs and so on and in the war on drugs so you had to be with vissa preparat som kanske, som det bedrevs mycket forskning på då, men så det var ju bara tvärstopp med allt sånt här.

30:48Psykadeliska och hallucinogena saker och sånt. Som Ecstasy, LSD, ja, MDMA och sådana där saker. Allting åkte med. Ecstasy är ingen som forskar på idag, det är fortfarande dåligt, men just det är MDMA som är ett ämne i det. Han Brian Johnson, den här som ska leva längst i världen, långt givet till killen, I've been on with it. Joe Rogan has been out there a lot. He's been talking about it. And now comes this thing. So we looked a little on the market. I saw a little on Compass Pathway. It was up 80 % on a month. It was up 40-50 % on a month ago. Market cap is 1 ,2 billion. For a few years ago, it was Mariana Aktier.

31:31It was one of the most. So it was like a sector-wide. that could be a hype if it's now legalized or it's easier to do it or it's easier to do it or it's easier to do it Yes, the skillet between Mariana is that it was a bit of a law over all exactly why I always was skeptical about Mariana that it was a law that it was a law it was a lot of it was a value it was a weed of a reason it's a grass it can grow what's the best So it's a little bit like I did a comparison with the tomato industry What do they have for margin And it was like They were under 5 % On a tomato In marginal For that it goes to Odla Lätt And where else And in the house So that's why I thought I think Cannabis Could Värdering Are Little Tuff This is another This is a Medicins Grej Just The Svamp Or Psilocybin in the area.

32:36It has shown good results for soldiers who have post-traumatic stress and people who have depression. It's clear that it's a bit of a different effect. The skill of this is that the alternative that is on the market today all the anti-depressiva serotonin preparatory is a symptom but it doesn't much more. and especially when it's a lot of a lot of effects and you eat pills every day the tank with this is that you take relatively few doses and the effect is quite a long time so it's really it that it makes very interesting that people can come out of it to eat pills every day and just with mental health that just goes on it's super-wexsande so it's of course So it's time to look at other things.

33:35And Sweden feels extremely long from. So this is more a case that will happen in the USA. What happens with these acts. Not when it's legalized in Sweden. It's not what you play with. No, it's a study of the Karolinska and so many things. So I don't know. It doesn't take so long time to do it in a medicine form. And here it's that you take it and do it in combination with therapy. It's not that people should start to eat swamps and become hippies So I think it's a interesting space The niche in sjukvård and health has been and stamped with the same preparatory for a long time The antidepressive is not It looks like Viagra space Vissa space står still Viagra has been 30 years SSRI or what it heter the preparator have also been very long so man must say that resultaten, it's clear that it helps people but we don't want to be here I've heard sjuka numbers but I'm not sure if it's true 30 % of a school class now on gymnasium sits and eats antidepressiva it's a lot of ADHD medicine ADHD medicine is some form of amfetamin and just this that you just behandle symptoms Symptom bara.

35:01Och inte försöker vi faktiskt komma åt riktiga problemen. Har du köpt någon här? Eller vad är din trigger? Jag var så sugen på att köpa. Eller jag var inte sugen. Det tog emot. Jag satt och kollade på Compass Pathways igår. Ska jag bara bita i surräpplet och köpa här? Lägger den i byrålådan och inte titta. Men jag tänkte. Den har stått och stampat och varit volatil. Det finns nog folk som ligger snett. So I thought it might be a winst-want-tagna On the initial move With the Trump sign in the hel You have no research risk on the same way They have a cash I think risk-rewarding Is the best Yeah.