Avsnitt 579 - Sluta vara en partydödare

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. 三重

0:45Yeah, but a little. Yeah. And I'm following it at all. Yeah, I've been looking at a little crypto, I've been following a coin share, which was a lot of fun. It was a Camby report. It was a fantastic week for me here, with both the one and the other. You're tired. You've not seen anything on the report, or? Yeah, but a lot. But Camby was really fun. It was a lot that happened for the week. Yeah, it was big Mag7. Ingen stora rapportrörelser Jag får fortfarande inget riktigt grepp om det Nu hade vi första budet här Efter Iran-krisen Eller Nylön var det bud på Vi hade ju sint innan Nu börjar det liksom lossna lite Ska vi väl kunna spekulera loss i Vad det kan komma bud på härnäst Något ska man väl kunna dra i hatten Och sen är det ju fortsatt Hås i Sivers I går gick den väl upp 5 miljarder Och hade ett börsvärde Under en miljard för en och en halv månad sen So it goes fast I hockey Then we had a little GameStop Bland the sjuka intervjuer We've got some questions About SPACC It's a C-lex Introduction in the week HC Grön Energi It's a lot of stuff to talk about HC C With Conductor As usual We'll talk about everything And a little bit

2:07We're with us Robomarkets It's a fortsatt Rapportperiod I USA, you talked about big tech - Exactly, in the past week was it Mag7-reported. In principle, all of them did. Yes, and then you can easily get to the expo. If you want to handle long-sides you can do it via your ISK with dollar-konto, no high-rexings-and-gifter there. If you want to handle at the other side you can easily get to the expo. On the kortsidan via Robomarket. So it's very nice to have different alternatives so you don't just have of just being able to go long which is very common to other markets. Exactly. We also want to lift that you can connect your Robomarketskonto to TradingView and then you can get a platform that you can handle on it.

2:56The graph is very good, you can get a lot of attention, you can look at many different things, you can look at how oil goes while you're getting gold, while you're getting indexed, while you're getting the entire market, etc. etc. Och det är väldigt bra om man inte har någon plattform idag så kan det vara bra att börja med TradingView och lära sig den. Om man kan lite kod och det kan man enkelt göra idag med någon AI-modell som kan hjälpa dig. Man kan prova olika strategier och koda sånt i TradingView. Så man behöver inte kunna koda själv längre. Utan det kan man ju ta hjälp av någon AI-modell som hjälper en hur man ska göra i TradingView.

3:33Ja, och vill man ha tips på heta sektorer så senaste veckan They have been doing a lot of vätgas companies, for example, Blue Energy Plug Power. These have been very much. And then it's perfect to be able to handle both long and short via Robomarkets. And if you have any questions, maybe you can set up a account for Max and Simon, or you can help them to you. It's super fast, very easy. Stort tack, Robomarkets! But come back, investeringen bär risk, and it's not sure that you'll get back your investerings kapital.

4:08We'll start with the report. Have you had any report trading? Or have you had any comments? I was long in one of the first week in the US. It was Qualcomm, the old, bad company. I've missed the trend. I bought it in the last year.

4:29Now it was Photonics. The big one became the big one. And I... I think that I also... But I also think that just this thing that you can drive AI-model locally could be a trend that will come. And I think it will come, I guess. But the report went very much on it. So I chose to sell it. How much did it go up? What did it go? It was about 17 % or something. It's like Intel is just a big deal It's just a big deal of buying it and then All right, exactly Qualcomm has not been in it yet It's been a month or two But just on that They have the Snapdragon chip And that you can drive AI on device Qualcomm Is with many devices Snapdragon-kort And then you can drive You can drive a local open source AI model.

5:34You can drive locally. It's going to be more energy. It's going to be more tokens. And on the topic, I bought Callcom. I think they are a bit of forgotten. They came to P12. And they are a big tech company. So I thought that it might be a kind of value. For that sector, they are billig. out. Sen har ju de missat varenda stor trend de senaste 15 åren. Jag tänker bara på något gammalt fingerprint-avtal där med någon Snapdragon. Exakt. Så de har ju missat alla stora trender så de har inte fått den där premium-värderingen och hängt med. Jag har fortfarande inte släppt den tesen om att det kan bli så.

6:21Men jag valde att ta vinst i den. Grattis! Du har gjort en affär, en vinst. Nej, men det känns som att nu är vi fortfarande inne i den här roliga midperioden. Det är många blankade aktier. Jag såg Cinge. Då var det någon PR som släppte rapport Twilio. Cinge går upp 17%. Det känns fortfarande vi är inne i lite stökiga tider. Om vi ska driva av Camby-rapporten så fick alla långa som har haft någon form av ökenvandring här äntligen en rapport med positiv top-line-tillväxt. De ökade intäkterna och då har alla drömt om att det ska skala på sista raden och det gjorde den ju här vinsten var väl upp 80 % eller någonting från väldigt dåliga nivåer innan de har ju tappat kunder tidigare och nu börjar det äntligen liksom bytas mot nya kunder de har ju ersatt sina stora kundtapp med många små sen fick de ju det här i Kanada i samband med ännu fler provinser där det känns som att de har blivit stora go-to när det gäller stora state-led aktie.

7:31And then we had their peer can say, sportradar we got Muddy Waters and another aktie after that they've got very much on this EVO-spóret, that they have been on the grå market. So they had to be on the mécs and played in under mic-filmer when they said that they have an obscure asiatist kund there that will be. It's a little bit for you. And here has Kambi so vitt it goes and we'll see if the strategy, before the strategy has been sogated, now maybe the will be done and the company said for a year ago that they could see over it, to and with now it's like they probably premiered on it yeah but exactly, and they've talked about Nevada before, now with the Polymarket and the here so it feels like for to be in some states and get the big license so you must hold so vitt it goes so it was really cool to see I think it's not even I'm so excited that the action goes up so that the rapport was good I can't even be glad because I don't want to jinx anything I can't even be glad because I don't want to jinx anything but it's nice with a report it's in a football game and a good sport calendar exactly, it looks like Q2 has started well, you have a lot of football games it's much more matches they sign up more kunders So for a while It's going to go their way Tidschallis is it better than the first football For us Yeah, exactly 0-4 is the first match I don't know if you're going to bett No, but they'll play It'll be a match It'll be a match day It'll be a fantastic football But especially the country They're bigger than the country That can follow it and then we've got to lift football in the game it's maybe now football slår but it's like it's up 20 % on this report then it shows us that they've been doing a lot of money they've been doing 7000 bucks it's like it's been a lot of money and they're making sure that they're making so that cool that they've been able to get I've not done it like you I've never done it I don't know if you're going to get it.

9:55It's about 100 and 130. I've been buying and selling from the price range. It's a good thing to have it. It's like a lucky charm. Yeah, exactly. It was fantastic. They say still that they have a very strong pipeline. Nulén said it in the first one. They didn't have it on it. Werner has levered it. Desto better. Then it's their cost-cutting and so. It's so that they have had their cost of the base and in the sport calendar on a certain way so the margin is worse and every time even though so the action is on it it's like you can't see through it that the margin will be worse for the sport calendar has not seen out or the result of the best but it feels like they have two structure things at AI had 60 % of the game and now under VM så skulle det vara upp mot 100 % AI-drivna odds.

10:52Innan har de haft hur många traders som helst. Jag tror inte de sitter i Europa, så det är inte jättephög lönejobb. Men det känns ändå som att här borde de kunna skala ner ganska mycket. Sen har de fått upp sin sportboksmarginal. Jämför man med Betsson och liknande så har de gått från 9 till över 11 nu. Det har skapat en enorm skillnad. I think that if you look at the cash flow, it will be a billig. Yeah, really. So it's probably next year that it will take part on the fact. And this is probably a form of a mjuk start. Then we had a bud on Sint. I don't know if we talked about it. But there was the lead of the company that came out.

11:35And now we had New Learn. And there was a risk capitalist. And it was KKR or another. But it seems like it started to be a little after Iran. and small companies have handled very poorly it's clear that it's in the end of the year that you buy it right now when you're on to move on and Triton you buy it together we'll see if it goes through or if they need to move on in Nylone so it was a 53 % premium it's a very good deal that's a very good deal that's been loved from and back if you've played it well it's been really good otherwise it's been a little but it's been a little bit but it's like it's going to come more what's your feeling?

12:14I think it's true. I think it's true. In the small and small companies. With software. I think it's been a bit of a bad water. I think it's not going to happen in five years. It's like a PE-speciality. You buy a Fortnox, you buy all the prices. Then you sell it on a more than two years later. This with Claude, I don't think it will not be going to affect software companies so early. It's going to be a huge change. In five years. I think it's a little low-tank. You take over something. You fix your balance, cut cost. And so it's all interesting. It's more interesting. Karnov tackade ju nej to a bud.

12:57It was not so long since. It was before AI. Innan AI. Why not? I still have a case. I still have a medicine. in-teknikbolagen. Research kom ju med en dålig rapport när man tittade på siffrorna. Där tycker jag det såg intressant ut att köpa. Det skulle ha varit ett intressant uppköpsobjekt. Jag har ökat lite i Bone Support. Sålde lite när den gick superstarkt. Nu har jag köpt igen här. Börsen var ner nio dagar. Jag tror den var ner elva dagar i rad eller någonting efter en rapport som var bra. Och de ska ha kapitalmarknadsdag här snart i maj. Där de ska säga lite vad de ska göra med kassan och så.

13:36I den sektorn så skulle det säkert kunna hända någonting. Det tror jag med. Boom Support, jag har också köpt lite idag. Ja, kul. Och där finns det väl liksom, Sektra har väl alltid varit dyr, men vi har ju ett kluster med medtechbolag som har handlat superdyrt som jag har pratat om innan som har kommit ner nu. Och där känns det som att man kan göra väldigt mycket strukturellt om det kommer in någon stor aktör som har säljstyrkor och andra saker som de här svenska bolagen. Scandi Standard har gått som tåget. Ja. Men du har ju portugiserna där som köper och tar They just buy it and buy it and buy it and buy it and buy it.

14:12They have a large number of people. Now they have Kriberg who maybe not want to. But they never know. Now they have gone so much. It can be a bud that they dream and think that it's worth 100 % more. But no one will put 100 % premium. Then they go 50 % and then they put 50 % premium or 30 % or whatever. But it's a little bit. beer...

15:02It sounds like logical They buy something on the market. We've talked about the Kebni. It's not that there. It's a lot of people think it's in a sector, but it's not happening. I don't know if I don't know if it's so easy to take over these companies. They are super-heta and have no problem with getting paid. So they don't want to be up-köped? Yes, maybe. They don't have bought a company. They did a super-investment in Helsing. but they would like to buy or buy the capacity they would like to buy under the laborator so it's a little more to look at for them

15:49we are sponsored by Avanza and I wanted to tipsa about their their analysis where they have a little so now for the time can we take a deal of analysis, analysis, köpråd and from Placera and Affärsvärlden both on site and directly in app every week. Even if you are private banking then you can also get access to exclusive analysis from Kepler-chevrae. It's always good to get feedback about what analytics think about their own experience. It's a great job. It's a great job. You can get some more to have some more to get some more and get some more analysis about other companies. It's a great job.

16:29Yeah, and you should do some own analysis instead. Yeah, but if you like it, I think I have spent their their auction screen. It's a really good instrument, I think I can build lists, you can filter on things like for example, for example, for multiple, for all the value, for all the value, for all the value, for all the value, for all the value. You can even sort it on report, for all the value, for all the value, if you want to sort it on a company Some people who are going to do it every quarter instead of the year. So it's super much, it's really a lot to do with this project. I think I just like, if you have a portfolio, you want to make lists for different parts of your portfolio.

17:10You have a value-to-value, you have a value-to-value, and then you can filter lists and filter the company which can be in the middle of my own. So it's a great instrument to work with. and also screen so that you can find new companies that you can potentially buy. Or if you fall without the screen, then it's something you don't have. So it's a great tool to work with. Yes, exactly. The one you can find in the app links to the top menu and then it's called the screener when you come in in the list. You can also screen on the number of users. It's also interesting. Intressant. Hur hosigt är det nu?

17:55First or sist. So if you're not a Kundas Avanza it's time to be the tips that we've come with today. Thank you. But remember, investering in your risk and it's not that you're going to back your investment capital.

18:15And Sivers, we can't do every episode of Sivers, but in the last one was the most the most important thing ever. It was the most important thing. that they would go in in the SBX index. It's a little bit more than the size we're going to. It's just a bit more than the next. It's a negative. All new companies that come in there are little small. They always go out. Fingerprint, SBB and so. Yeah, cinch. They've done the criteria so it's going to be difficult to come in. But the amount of the 10th largest in Europe has been in. They've been in 2 ,8 billion. I think it's not many companies on Stockholmsbörsen Någonsin Som har omsatt 2 ,8 miljarder på en dag Så man ska förstå hur sinnessjukt det här är Ja det är det verkligen Och Man måste väl också förstå vad det är Alltså jag tror man måste Alla måste läsa på lite Du är fortfarande i Håskampet här eller?

19:06Nej inte här Nej Men alltså jag förstår Jag har ju lutat åt Att jag har fattat att den kan gå bananas Ja varför köpte du inte då? Jag gjorde ju det och hoppade för tidigt But I thought not that Sweden had it easy to take a company on this way And we got to thank the other people It's just a gratifying for them that they're still there That a day after they're going 40 % with the volume And the actuality was down a little bit in the morning But now it's up 2 ,5 % So it's one of the oddest djur you've seen in the Swedish market Absolutely Absolutely. Then we'll see if it's Sivers who will be the big laser-referent.

19:48Yes, there is still jury still out. I saw it was a company that got a photonic order. Problemet with Sivers, they're a little, niche-add contractualsverk. They can screddacy a laser after their end goal. Why do they have to Iron Labs, which is backed by Nvidia and Intel, have chosen them because Momentum, which is the biggest laser-to-be - - does not do it when it is so small volume. But when it starts to be a large volume, then Lomentum will come in and do the same thing. So the reason why they have gotten these partnerships is because they are small. I understand in all the way that sector is called live.

20:37I also understand that the laser market is so big that it is a place for more than just Lomentum. Their peer or partner, Lumentum, Light, have a market cap of 69 billion dollars and they are up 111 % on three months. They have gone up 300 billion dollars in the market. They have their own fabriker and billion dollars on the bank and they have to pay. So this is a little hard to compare with Lumentum. Now it's got to save it. The most fascinerant and fascinerant it's that the end that has happened is that the company has done a riktable emission. It has not come to an order with any numbers or something that has been done.

21:18It will be a report soon. And if you think it will be a report, it will be a report on that people think it's a bad number and then it will be a good number. For to squeeze all of them. I mean that you're still out if it's them who are the big ones. They have done a deal with the contract manufacturers that will help the Asian companies. that will be used to the last. But it will take time. I'm not sure how the value can hold it so long before the intäkter comes. But the best thing is these companies that are still under the big investment because then you can't hold it. Yeah, a little so. Fingerprint tjänate a lot of money but then to the end of the end of the commodity and the price of the price went down.

22:00And so it's for all all semiconductors at least if you take out Yeah, but there is really You talked about Sandisk How did it go for your korting there? Alla minnesbolag rusar Today and it was something Apple looked at Intel's chip And like Apple would take home and start to sell A chip home in the USA And then it all came to produce there Yeah, so it's a bit of a A test of the trend That the thing is looking at Much longer than what you think It's not just to find a top and then it goes to go No. Som du försöker hålla på med. Jag har en lång portfölj. Man måste vara kort lite grejer i den här håsen.

22:45Det är ju en brutal hås. Jag menar semiconductors är nya NFT. Nu heter det att börsen inte kan gå ner. Man måste köpa tokens på AI-modeller för annars blir man left behind. Det är precis som när cryptos har not gonna make it.

23:09So it's just a bubble Tendens are over all I mean Startups that take in money It's like a spain in the back It's 10 new companies That's worth 1 billion dollars That's taken in 100 million dollars It's just a half hour It's even a new company It's a new company So it's a full-time Guldrush Synd that we're not with it Exactly Exakt And there in the gold rush So I need to mention the Selex introduction The next week is on the end I think it's on the end It's been super exciting I've never been a so-called IPO On more years In Stockholm Just like Severs I've already seen a guy who wrote about this And they're going to put on this meme And they're going to pitch up So I think it's a very interesting business It's just to gratify them who get the part of the deal and then we'll see how well-handled the actuals will be.

24:07If you look at Esports and many other companies they've become completely handled. But it's like this has potential to become a high-saving market. Because it's the right branch. And there have Criades and Bure, now the trade is for a bit, but if you want to have a lot of exposure to this, they were investing in the previous. They were also taking off the IPO, in all of a Bure. and they have been stuck now from what the most hate of the acties Bure to example and the AP-fondes have been super-heta but there can be if you want to have exponents it's easier to get rid of the acties if you buy Bure now I think it's been a bit too late but the market is often a bit too dumb so if you buy Bure over IPO on the day and the acties stänger 50 % up so it will guarantee that Bureaucrades go up under Silex noteringsdag.

25:03Have you seen anything on Silex? No, not anything than that you just had to write. Yeah, or... You're going to get a minimum title. So you're going to get a little interest. But here I think people can do a miss. It can be a very interesting job for the first day. Yeah, depending on what the open is. I think it's open right up. If I saw right, so free float and the anchor investerings If the investor doesn't flip it out, it's a very little free float. And it creates a potential even more, because it's going to be a brist on the akties. But it's been on the Aotea. The deal was really good, and then it came a dip.

25:45So to be able to go super long-sinked first, I don't know, but to be able to go on a week's side. That's how I think it's really interesting. Then we had GameStop, and if you want to go ahead with Sievers meme-actie. De gjorde det ganska smart I att de tog in en massa pengar Under, de gjorde nya emissioner Och tryckte aktier i marknaden GameStop Ja, de gjorde en sån här shelf De trycker aktier som de kan sälja i marknaden Och det gjorde de hela 2021 Och ja, de har gjort det sen dess Höll jag på att säga Exakt Och De sa nu att de skulle köpa eBay Jag tycker mer bara att man ska gå in på Youtube Eller på X och titta på intervjun Med vdn, kollar du på den?

26:25Yeah, the interview was on Symbacy. Yeah, exactly. There Andrew Ross Sorkin ställer frågan, okay, ni ska betala en helvete med cash. Där hade de lite finansiering också, va? Något lån och så. Ja, exakt. Men hur ska andra halvan av affären göras? Och det hade vdn inget svar på. Men alltså... Han kändes ju hög på svamp och det enda han svarade på frågan var half cash, half stock. Ja, exakt. and he's sitting there and he's up in the middle of the wall but what he didn't say right out is that we should try a massive acties that we should sell in the market and pay with so it's just that and I saw Michael Burry soar his GameStop directly it's hard to see it's hard to see if he's like he's like or if this was his allvarious tone he knew he knew he knew he knew what he would say I don't want to say that they will try how much money they want.

27:27But yeah, that interview you can go in and check in at all.

27:34And we'll talk a little crypto. There are Bitcoin that has been 80 ,000 for the first time on a long time. And driven by, it's a risk of clarity. Clarity Act goes against a club. and the expectations of a new Fed-ordinated. It seems like a lot of people have been talking about crypto. Yes, exactly. In fact, there was a compromise on this Clarity Act that made it look better for the regulatory vandering that it was going through before it was clubbed. So, you saw crypto-comer go up much today on the market and on the market before. And a little bit like what we've talked about earlier, There nere on 65-67 thousand will no one buy.

28:22Now people talk about crypto again when it passes 80 thousand. Exactly. Inget driven sentiment as a price. Exactly. When we talk crypto, we do it through our sponsor Vertune. They have their Vertune Bitcoin Prime. It's low value, 0 ,25%. It's a svensk reglerat company, noterat on Nasdaq. It's an easy way to do it if you want to do it on Bitcoin via your ISK. Exakt, and if you're interested in Bitcoin So you can listen to Paul Tudor Jones A legend of trading and investing He was with in a podcast For the week He did not so many interviews He's been a long time, super interested in his career And his view on Bitcoin He was positive to Bitcoin as an inflation hedge More positive than gold As an inflation So I think that you should listen to For he is a legend In investing in the same way Yeah, but exactly And the problem with Vertune's GDPR is ISK, it's declarationstider.

29:22Man slipper helt enkelt deklarera, man behöver ingen wallet or private keys and it's like easy to buy as a company. And this was just one of their products, their Vertune Bitcoin Prime. They have very many. So the crypto value or area you want to explore them have very many products to choose. Precis, de har till exempel sina indexprodukter, då får man exponering mot flera kryptotillgångar. Till exempel Virtune Coinbase 50-indexet, ETP. Sen har de även sina stakingprodukter och då får man vissa kryptokedjor lite staking, att man får lite avkastning per år på sitt innehav, till exempel Ethereum och Solana.

30:04Den här avkastningen bakas in i prisutvecklingen på produkten så att man får den. And then they have even single asset As we mentioned Bitcoin, with a billy Avgift, Ethereum And then they have XRP, etc And then you can find all the products Where they sell, the company and the company For example Avanza, Nordnet Saver Montrose, Levler, etc And it's important to all, you should go to Vertune.com, botanize What are the products you're interested in And then you can just put your own When you've done your own decision Stort tack Vertune Thank you.

31:10like cash. So you have a begränsat the next side. But here are you... We have a lot of new spekulation here. Yeah, but... And this is like... It comes just like no new news in this other than on Twitter and many of them probably hit the on Twitter. But the end I can constate is that it is a TAC or TVA that I also have some of the Trump-women. Yeah, I have just been on my own on SPACs som har väldigt nära kopplingar till Trump och Trump-administrationen.