Avsnitt 578 - Börsen är inte alltid rättvis

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.

0:34We'll be right back.

0:45Then you knucked on the door and said, we should play in. No, no, you came to me. I was surprised, I kept index, I thought that maybe Ollien had a lot of money on this. Index went down. It's not really my day today. It's really a report period. Now it's a little bit of mid-cap, large-cap company. It's very many reports. We're going to talk about it. All the reports. Nelly went down 40 % in his report. Rapportirad. Hacks och rakt upp, så det är liksom småspararfavoriter åt alla håll. Så vi ska se vad vi ska göra åt det. Jag har handlat lite EVO här förra veckan. Var du på stämman? Det var jag inte.

1:24Du försökte hetsa med att jag skulle gå. Jag var också lång. Mitt inne i stan hade de ju stämma. Fick lite sköna live-rapporter där på Twitter. Så det var riktigt intressant. Jag har ett nytt separationscase. Sen är det AGHS. Fram till idag och nu är det AI Bass Vad har du för intressanta ämnen att bjuda på idag? Du tog några Av mig här nu Nej men vi ska prata såklart AI-grejen Det har kommit mycket flera Nyheter från OpenAI Som De är inte på börsen va? Nej men de kom i rapport Och det kom en Breakup mellan dem och Microsoft Kan man nästan kalla det It's going to talk a little bit, of course And Se with conductors, then we'll talk about it When it starts to go out Yeah, perfect So, much to talk about And we'll see what this episode is Landar when it's clear, let's go on

2:32We have with us Robomarket, as usual And in the USA, there is a report focus. You have the big companies like Alphabet, Microsoft, Amazon, Meta, Spotify. You can do it today. And then you can handle these things both long and short via Robomarkets. If you handle it long, you can do it via your ISK with a dollar account for a dollar. For you to stop dyra cash flow. Exactly. And just this week, in the morning, is it a super report. It's just like the Mag7 that you can do it tomorrow. Yeah, exactly. And you can also handle a little bit of a smaller company. We had the Severs Parent Poet, for example.

3:11Just it, that's the one that crashed in the morning. The one that we have a lot of money. You have Micron. You have also a psychedelic theme. There can both go long and short in all of the action if you believe in it or not. Yeah, exactly. You can do a statement. You can do it or you can do it. And you can also handle via TradingView. So it's a very good platform to do your trades. and get up very good charts and kurses. If you don't have a loan with Robomarket it's really time now. When it's a lot of American companies are focused and it's important to have more so you can get a lot of different ways.

3:48Yes, you can have a lot of resources to make many different affairs. If you have any questions, contact Max and Simon at Stockholmskontoret so they help you super quickly. Stor thank you. But remember, investing in your risk and it's not sure that you'll get back your capital.

4:10We'll start with the report. There have been a lot of intradays-reporters. I don't think it's really a lot of a tydly tone. At some point, it was a little Atlas today. I thought it was worse, but their semiconductor - was better, so it was better. That's good.

4:58It's a very good deal in my business. It has come to different half-news and reports. You can't really get it on the list. Fiverr has still been focused on the report. What do you say about the report? I took a little Evo. The report was under a lot on the report. But then it was the stumman that would be on the Friday. I thought it would not be able to cast out the report before. Innan man vet vad de ska göra med sin jättekassa. Eller det finns ju en förhoppning om att man kommer få reda på vad de ska göra på stämman. Nu blev det ju inte så. Uppfriskande som vdn säger i intervjuerna. Exakt. Vad fan är det som är uppfriskande?

5:37Att man inte får veta någonting. Nej men så min inledande tradingtes där var väl att man skulle köpa när den var svag där inför fredag. Och sen så skalar jag ur mig in och en bit in i stämman. Snyggt. Jag körde lite optionslotteri istället. They bought a little on Friday and then they went out on Friday. And the actuality was up almost 3-4 % trots that it didn't come anything. So it was more than 100 % of the price. The price was right, the price was wrong, but the price was good. It's so it should be on the market. You just need to giss if you want to do it many times. It's easy when it's easy.

6:18Yeah, if you're on a basket training and you're going to try to come out of a obscure options position. But I tried to write that. Is it someone who's on the stand? What's happening? And then it's like, there's a guy with a glass of eyes and he's a little bit nervous. From bar here and then and then. They're going to hold the court extremely tight. It's still a bit like that it's going to come something. I saw Dart, how the way has increased. I Flatter, the other company, spekuleras of a fair or a fair there. Which is very strange That an operator would take over EVO What happened with all the other kunders?

6:56So, no clear there But something big will happen If I was right, they were not Stora forbear So the omöjly dream of the dream that they would buy Camby You can write to your Then you can write to your svamp For the idea of the idea Camby is not so big anymore Nej, exakt. Men de var ändå ute och nekade att det inte är därför de håller inne flera miljarder. För att de ska göra något miljardförvärv. Så då är det väl bara ett bud på Evo. Eller att någonting konstigt är på gång här. Deras IR är katastrof. Men någonting kommer att hända i alla fall. Så vi håller er uppdaterade. Har du anlatt några andra rapporter?

7:39Eller har du ett intryck av någon mer? Jag vet inte om IR är en så katastrof. Don't think they can't say so they can't tell him. It depends on what the spread was, so when... But instead it gives free to give up to a affair or another, so it's hard to go use it too, don't use it again. Just now is it just ecstatic, so they can just say. Last year they have been standing in theicks out, it was a lot of До Holdings that's making a promise from Haynes. They played it here at all fidgeticoamps. in all the way. And consumer seems to be in all the way not the heatest. I saw that E-hand was going to be strong in March.

8:19With Iran-kriget all of them sat on hold. And it that's out today was Nelly. I didn't think that the report was... Yeah, the report was really bad. But I sat and bought it on 6 pence. All the report was super bad. So I went to 140. I was not with the rest of the race And now we have got minus 40 % Our report is in a row They had just As we talked about earlier They had sold out all the clothes And then it was a super cold winter And now they had missed it with the mod They expand, it's in Germany, it's in Denmark And a lot of other things So they build a 12-24 month Framåt-bolag And they focus totally totals on the quarterfinst here in the first quarter, which is the last quarter so it's...

9:0712-24, it looked like it was long I mean, they have been really fantastic here, they have been fantastic then they have all taken out super good and now they have taken out super good so when this has been to be guided or still it's still a great in Q2 or in the record-winst that you saw before where the margin was really good. So to buy in here, it's still fascinating that it was in 140 in the year and now it's in 37. Yes, but it's... In the first report we were talking about when it came too. And then it was Q4 weak. And then we mentioned that Q1 will be weak because it's the worst quarter. They were on a lot of retours from the July.

9:59handeln i januari etc. Att Q1 är svag det ska väl, nu är det klart att det var väntat också mot den här, det var väl ännu sämre. Men det är mer intressant här. Ja men absolut, de sitter ju på en jättestor så kassan var över 200 miljoner, börsvärdet där var 1 ,2 miljarder eller liksom det rör ju sig under dagen här hela tiden men och det var någon som skrev att det liksom var förväntat att de skulle tjäna nu 160 miljoner eller någonting. and EVT is a billion it's a six times EBIT so it's like all depends on how it goes but I don't think that the company is dying but it's like they do things for that it's gonna be good on long and now it's a little bit it's what I mean with the okay, if you buy it after the report or you have to go it's a net I did it and then I stopped Yeah, but then you do it.

10:58But I mean that you're going to kick out on this report. It's like, what did you do? What did you do from the previous report? It was not this report you were going to hop on. I think. And if it comes to two so bad, then you're going to have a total shit list. And no one will buy an aktie, for now you think that Q2 won't be super good either. So it's like, dead money and äga grejer som inte levererar på en rapport. Så man säljer Nelly och köper Cineco-dact. Köper Haxo som går upp 17 % och man ska följa Twitter-experterna. Jag undrar bara, jag försöker sätta mig in i situationen och man har köpt sen förra rapporten.

11:41Jag undrar, när tar man stoppen? Tar man stoppen verkligen på det sämsta kvartalet? Jag tycker det är lite märkligt. Att det går dåligt för kulturen går ner? Not that it's not bad for e-handlare It's no I'm not But I thought I didn't think it was 40 % Then I had it a little today It felt like the action was a little on And then it came a tweet From someone who has been That he stopped it And then it was just Go on, do it Then it was just to put it in And then you can see where the bottom The time The price of the price And it's gone very strong from very, in a citate, low levels. But it's open to an action that has a lot of action in the market.

12:28So, Info Q2-rapport is worth to hold the span of the coming months. On the contrary, when I wake up, I wake up to now. We'll see later on. We had Haxo. Grattis, all the owners. It's all that's going to be for billy. They work very much, but Evo has bought many companies. and there has their slots not all gone well. Hacksaw is apparently doing something different. They have both a platform where they send out every day it's like when they send in new partners and then they have their slots to deliver well. And all are all afraid of different lockups and insiders. Visst, people have taken away vinster.

13:10It's the big insiders that are there. But the company is so billy. They're going to buy a little buy and sell. So... People are not so silly. They don't have any panic. The big insider, it's coming to the summer. Yes, but when you look at the list, it's not so that the mind has been a little bit because it's so billy. Then it's probably... It's probably worth it. It's understandable that you take a little mark from the board. But... This might be a little gray. If you look at other people who are in the white world, including Betson. I think it's also a question. It's easier to grow fast and be agile when you're much less than what you're doing.

13:57For Evos' part, the grower market is a tank. If you're less than it, it's easier. Yeah, and Evos said that it was a catastrophe in Europe and 50 % of their kunder or what they're talking about, it's a lot of money. So you don't have to do it. What the rule says is that some markets and customers need to do it. But you miss 50 % of the total adhesiv market. Which means that it has become a total snet here. So it doesn't have to be. All else will go on the white market in a country. But then, it's not too much for a regular or like that. So at some point, it's possible for the black actors to take a lot of market and that doesn't give anyone.

14:49No. Out of hacksaw, maybe. But it's nice to plug up the ones that have done it. It's just a crazy thing now when you take up the market and say, how did this go? And then on 30 days, the last days have it been a little bit. But before, all the market has gone well. So I have to write both myself Who had a fantastic month Or people who have bought a tax Or, now it was a tax report But before this All the akties have gone fantastic Since Iran-dip It took off Not my portfolio But Man has a little bio That's what you have to wake up to life What has not prestered? It has prestered But some have come down that you can't be able to presterate directly.

15:38Have they gone from 100 to 130? Yeah, but it's a little when you have 180. 30 %? It's cool. Absolutely. It's really a one that lifts all the boats. It's even Beyond Meat and Oatly that should not be more than you have to do. All goes right up. It's like the last week I had to do it Bone Support They sold half my position Because it had gone so well And now it came from 270 It came a good report Now it's 218 So it got very fast up And then it was like Someone just Pysse some ballong Here a little over all And so it was like The whole of this It's just a sentiment Yeah exactly I mean for three weeks Then they didn't have anything And then Two and a half weeks Then Or two and a half weeks Then they all had everything And now it's like And it's just And nothing has happened Sundet inte är öppet.

16:35Det har inte hänt något. Så det visar ju, det är ett perfekt exempel på att sentiment följer bara med pris. Jag menar, går det upp och nu är alla håsade. Och helt plötsligt, för fyra veckor sedan så vågade ingen ta i något. Och nu vågar man köpa semikonductibolag på price sales 100-150 och säga att det ska till månen. Ja, det är ju väldigt speciellt. So it's a dlemmer-tough? Yeah, it's true, it's true And we can talk a little bit Sivers was just And AI has not become a worse Heller, all right In mjukvare-related Now it's probably a lot of companies For it for a lot In the good skil That came before the war Iran I think it's a interesting phenomenon Verily and Severs is still the most handleable in the past.

17:31I was going to say that one of their partners had bruted something NDA with one of their customers. Poet had bruted some NDA to his customers. Yes, so the one was down 40%. And then I was going to... So Marvel ställer in all orders? I was going to say not to be a skär, but then I was going to Severs very much. I was going to be a fortsatt one of the most handleable in the past. So if you want to have action So you're there to look They've still not yet come out with So much info The end of the new coming from Sivers is that they've done up Their, if it was, year-to-reviewing For that they should prepare them for USA standard The USA-notation that people dream of Is in all of a way to be It's not yet to be able to do that If they're not able to do that With that intress has died for Sivers Or if it's still a steket company When notation happens We can say so It's brotton, I think Yeah, it's true I think it's because It started to be All the photonics Pearson And the action And AI And the So Yeah, hold on And handle If you want to I handle A little Then we With Blandad Framgång Then we When you Have access to Lown I mean Yeah With With With With With With With With With With With With With With With With

18:56Kongsberg, which is the same for the SAAB, the big part of the company. They have separated their part of Kongsberg Maritim, which has no need to do with the money. So the article is KKM, which is Martin A.R., Kongsberg Maritim, the last week opened on over 70. and today it was down in 1958 and then it's a lot of fenders that have been 100 times before ETFs and indexes were just bigger and bigger and here it was also a lot of fenders that have been Kongsberg, they didn't have to do this maritime part for it's not that it's a lot of so here it would be a interesting place today, Tuesday, is a huge volume I don't know if it's any index today, but banks set the price between 68 and 85 and now it's in 59 if you buy from and today, you can buy it on a week and then you can buy it on a month so it would be a very good Lex, Orrön and all the other so that's spinning case that I've drawn here in the pod so I think it's worth to spend in, you don't need to focus so much on what the company does and like.

20:19The ETFs have just for dumbed market. It's just like the technical stuff you need to focus on. And then there are possibilities that can be interesting to take in. Then we had more about some reports or some reports you follow? Mag7-reported will be very interesting. It will be interesting to see what happens with CapEx, for example. just mot AI investeringar och utbyggnaden av datacenters etc. För det spiller ju över på semiconducter businessen också. Om man tittar på semiconducter index där SOX har gått fullständigt bananas sista månaden. Så det blir ju ett stort event såklart. Sen har vi ju halvdag i Sverige och stängt på fredag.

21:11Så ja. Jag tänker mest på Sivers där då vad semiconducters gör efter After Magnificent Seven så har man halv dag på sig Om man ska ta ett beslut Sen är det halva torsdag och hela fredag Kan man inte handla den Då får man handla den där Pink Sheets-aktien som omsätts Och fanligt mycket USA Exakt, men så det kanske man ska ha med sig Det kanske kommer något större event här Vem vet

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25:38I still in AI-världen So it's a lot of open AI They're not yet But they were out with a brief And their info was out They didn't get their interna index goals They didn't get a billion Vecco-vis chat-GPT-invendare And more than Månatliga goals Under 2006 Have missed This is interna goals Not public guidance But it's easy to slå down I think it's more about OpenAI, I feel like you've been by it, all you've been talking about is that you've been talking about Anthropik and Cloud and the other. It feels like OpenAI is a form of a mini-man's AI that everyone pays for 10 dollars, while all the other things are doing more advanced things, they're doing Cloud or other actors.

26:27And then they have very big commitments They have to buy a lot of chips, servers, all things It's like they have a deal with each other I've read some numbers on 1 ,5 trillion dollar And the company doesn't pay money So it's a swagger business But they still have a round here And were really hot 900 billion dollars And now they are just the end Elon Musk also They have broken in 5 years Yeah, but the right thing is It's a lot of mail there Yeah, the right thing started I guess Elon said that it would have been an open source project and now they're open AI but it's very closed Closed AI, it's your company Yeah I don't know, on Polymarket I guess it was 50 % chance that Elon could win it there and it had been for a bit for OpenAI and of them who have invested now it's up to 25 % but a new thing that came about OpenAI was that Microsoft and them don't go from each other but the deal they signed in January 2023, the deal in all of a way so that it was outform so it means that Microsoft can use other and their Pengar flödet till OpenAI upphör Medan OpenAI fortfarande preserar Microsoft För Cloud Sen har man väl det här Copilot Som är Microsofts Ja precis, och där kommer Microsoft kunna välja Andra leverantörer Vad jag förstår Och det är väl lite folks dröm Att man slår in I en prompt Och det finns väl lite sådana tjänster Och sen ska den hitta Var man svarar bäst På den prompten du skriver so that you can't stop and drive I tried something in Gemini I don't know if I told you but I was trading on a doms and then it was to say that he found something so I asked if I got back how to do it so you don't have to listen to what they wrote and you said you just said you just need to buy a budget-betal-tjänst you need to pay for the dyrest for that you need to talk to a sanning yes exactly I saw which version you had to it was not the smartest No, it's like a dumb pooler Exactly So What I react to is Kört GBT was When was it?

28:59In 2022 was it Yeah, it was a little for a long time Yeah, a little for a long time But it was the same It was a little buzz And I think that the Microsoft deal With OpenAI was It was the race is on And when Microsoft did it, then all of them would come along. And now the deal now, now they're on Microsoft and chat-GBT. It says maybe that the competition has become too big. For it's not important for Microsoft to be deeply involved in OpenAI and have the power over them. Even if they're still investing, they're still a part of OpenAI. But I think that it's still a good concurrence. Yeah,

29:55but I was looking at it a little bit about Microsoft. Then you sat down and got it as usual. It was down in 360, and now it's on 424, inför its report. It's up 19 % on a month. And it was a little difficult to say about it. If they were open AI and were super-willed here and they would do an IPO then they were Microsoft's biggest wineries because they were a huge owner of open AI and now it feels like they've been on the other side they've been AI-negative but they're one of the winners of course or the pioneers but there are other models now but the skillful of them are not so big and that I think now when they're talking about it it was my first talk it was good for Microsoft for that they have more available, less cost but their 25 % of 900 billion will be less yes, probably and Apple is smart and smart at the end of the day yes, in so long and it led me in on the theme of these models it's like commoditized it's like a little bit like internet it's still very dyrt with compute and so but I saw a citate here that if you don't If you put an answer to tokens, you will constantly be...

31:15...you will always be the permanent underclass. For me, it's like when crypto-människor said... ... 'not gonna make it'. It's a bubble. Kommentar. That you don't buy enough tokens? Yeah, and otherwise it will never be anything. As it looks like now, it's the rormocker that will be. to go on. It's electric and rormockare and pubels. I think that you can see bubblegum and semiconductors go out of the way. Sivers is a good thing. Even though Sivers has a cool product and it's very high tech. But it does not tell that Lumentum, which is worth 630 billion dollars, does exactly the same thing. It's clear that the market is too big for them both.

32:04but it's clear that it's a bubble warning there it's a big bubble warning and now it's like we've come to I think that maybe those who are younger don't really understand when you compare 2000 and 2000 bubble so some of the people I've talked about they have a deal of like these companies are paying and they just said Framfab tjänate money they've been able to yang had a good dividends throughuaend still growing wire then they had a high power in for us an Amal so 90azioneuts then they had a full supply chain Ericsson Nokia have it in the into this internet so telecom and Apple Source these podcasts have been now here also.

33:03The skillet is just to Intel now, which was in the last week. The one took its high in 2000 for the week. It took 26 years. Trump has done a super affair there. That can be a long way to say. He has a grove out of the way to say. Insidermannen has slagit till again. Or another, not the same. As an bubble there, Intel, plötsligt. They have a research part that's the way to the photonics that we should shift to optics and send information instead of using a couple of things and so it shows that Intel is leding on it and it's that that's the case Intel plus that they should be a founder an American founder that can do the most and you also get a premium on it for that they don't have Taiwan but but but it's just alright yeah, absolutely now I constituency in the industry for the money ROBERT