Avsnitt 582 - Vad är nästa Sivers?

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.

0:45HHS-marknad bland small, mid-cap. Allting föddes med Sivers. Ja, allting började med det underbara bolaget Sivers. Jag antar att du bara sitter och badar i pengar där på andra sidan, eller? Nej, jag är inte långsivers. Du sitter och badar i din rymdraket istället. Ja, det kan vi göra. Jag svävar iväg. Ja, du svävar iväg här. Nej, så det är ju extremt positivt sentiment på många ställen. Sitter man så nära som vi gör så läser man ju om många som handlar både lång och kort. It's very easy to do it, both on the long and on the court So we'll talk a little about the hype-like How we think and how we should trade Then we'll talk about the rest of the Rymdhås I saw that it was the 10th and 11th of June It was the 10th to 12th I don't know really how long you play here Then I have a new update after the Nordian success For the week Or for the week So we'll talk about Octave And then you've got a total psychosis And said you've found the biggest potential H-sum once It's not a small word No Have you taken a swamp?

1:57No, I don't have it But a swamp is in there And then some new things We can take up Tiger, Bonex or Corem We'll see what we're in with And then in the end of the episode We have with us Elin Trampe Who is the president of Decote Pharma Who has been here before. Now she has a Updating for their first When they will take their project To next stage. Now we are going

2:28We have with us RoboMarkets And it is still Very hot in Vissa sector in the USA Bland annat rymdaktier, kvantaktier har varit väldigt handlade Vi har Micron, Sandisk, Mimera Via Robomarkets kan man handla de här väldigt enkelt Man kan både göra det i TradingView Och framförallt kan man handla det med ett dollarkonto Och på sin ISK man vill gå lång Tycker man att det har blivit en bubbla eller liknande Då kan man även gå kort de flesta amerikanska aktierna Väldigt enkelt via Robomarkets Precis, och som vanligt är växlingsavgiften som du nämnde dollar-euro-konto. Det är ju väldigt förmånligt, mycket billigare.

3:09Du pratade ju lite euro-aktier förra veckan i rymden. De har ju rört sig väldigt mycket också. Precis. Avio är ju tälsat och rymdtåget går. Eller raketen går, höll jag på att säga. Så vill man ha mer tillgång till aktier utanför Norden så är ju Road Markets ett perfekt komplement. Ja men precis. Man ska ju verkligen ha en palett av mäklare. Helt plötsligt dyker det upp något superintressant. So if some of the companies don't have, then it's very good to have a Robomarkets-konto so that you can handle these interesting things that you can do when you want to handle them. Stort tack Robomarkets!

3:46But remember, investering in your risk and it's not sure that you'll get back your investment in capital.

3:56We start with Sivers. You sit and handle this a little on the day. I helgen got to hear from a person who... He had taken 10 million dollars, he had said it up to him, he had lived in the end, he had been able to make all of the people. So it feels like we have created a new economy now. It's like new times. And it says a lot about that when a granny starts to be very rich here, then you get very glad or frustrated. Stressed. Stressed. So it's very easy to hop in. And that's one of the skälen to see that it's going to spread to new civers. I will be a little finger print precise But you have not found any Lillbrusche To Sivers Obducat Gapwaves, Accornered Smalltech And some of the little Outländska konton Some pumpar frisk Some you often notice Klockan 2-3 Then you can't handle all the actual I read it in Sivers so have you for example Robinhood so can't handle Severs you must have an interactive broker and I think that Serenity who started all things but you can handle it in the USA when it's double-noted exactly, and then you have an OTC half-noted we can't handle it so it's very nice but I saw that he was up 3000 % for the year so it rolled on for the SEC-led in all people foreslog, or if it was him himself Som skrev att Sovereign Fonds Alltså nationella fonder har kontaktat honom för förvaltning Jag vet inte riktigt om det Stämmer Men han måste ha gjort sig en rejäl hacka här Och hittills har jag inte sett han komma med en enda Försäljning Du har ju följt han väldigt länge Vad händer då?

5:51Jag kan inte komma på att jag har sett han Någon försäljning Han måste ha en bred portfölj här Men ja, Sivers Det är lite så här hur mycket begär Ska du ha Sälj också? Räcker det inte med att han callar 2000 %? Nej, det är ju... Alltså det jag menar är så här, han är en pumpare av rang Men man måste ge honom att han har fruktansvärt mycket rätt Och får ju rätt i rörelserna Och nu har han fått en följarskara som gör att det kanske blir lite självuppfyllande Men det hade han väl kanske inte från början nu? Nej, det är klart, ingen har väl det från början Jag vet inte om man inte var coolast i klassen någonstans Så det måste man ge honom His track record is brutal And he's saying he's also I don't know I'm not sure I'm not sure I think I said Sivers 3-20 You can't skydda If you bought Sivers On Serenity's You can buy Sivers And the one has got 20x And then And then you're talking about Because he didn't say That he's going to sell Sorry You You're going to You're not Serenity's No The one is up 24 times On 3 months Yeah So if you don't have to pay money on it In the end when all this is over Then Then you don't have to pay for a month I try to understand What can change the sentiment It's very positive for the small-plug sentiment It's that it's going to create a lot of winters They should just let Jack Vegas It's a little bit of a joke That you don't need a cell for a while But it's very positive for the small-plug segment And it's why we can get so many Galna rusningar Alla vill liksom Tro att man ska hitta nästa bolag I många fall så blir det mer än Kortsiktig hos Hur mycket går det ner om han skulle komma?

7:36Nej nu är det över Nej då går det väl till 50 spänn då Eller liksom Ja och då blir Det kommer nog rätt mycket badwill Mot honom Att han dödade hosan Så det är bättre att aldrig skriva När man säljer då Nej jag vet inte Jag antar att det är så han gör Jag vet inte Det kanske kommer en säljräck Men han har ju sagt 100 miljarder va Att det ska vara värt det Det är väl hans taget va 10 miljarder dollar. Ja, var det inte det? Ja, det känns som att han höjer siffran hela tiden. Ja. Nu är vi ju uppe i 2 ,5. Så det är bara fyra gånger kvar. Ofta är det ju stora jämna rundatal. Vi är uppe i 80 kronor. Vi är uppe i 90 som högst.

8:12100 är ju ett jämnt och fint tal. Men när man ser de här siffrorna så blir det ju sinnessjukt. Jag handlar den från båda sidorna. Jag har liksom inga stora positioner. Varken lång eller kort över natt. Utan man försöker spela bollen där den ligger. It will come a big deal of a lot of money It's a lot of money But it thought you were on 25, 50 Now it's 80 And it's a bad thing to play I'm going to try to call it Then it's better If it's like today, when it's down 7 % Then it could be able to come down And then you can play the ball from it Or it's like all the other days When the USA opens up 10 ,000 And then it's a big deal If you're interested in shorta eller sälja den.

8:57Jag vet inte. Men man ska ju titta när solen står i scenet, när allting står rätt till. Och jag tycker att man kan ju... Jag är inte mycket för konspirationsteorier, men det förefaller ju väldigt välplanerat, allt det här med att omsättningen kom upp så pass mycket, aktien har gått så mycket, fått så mycket traction, så att på fredag så ska den in i både SBX och MSCI-index? Två index. Och släpper rapport samma dag. And they have put up the report on the same day They have put up the report on the same day As the index And in the normal way With all the experience I have From the market And I have seen a lot of Hs and so I could not orchestrate it better With the first report that comes After this Hs On the Friday When the two are in The index It doesn't work to do it Snyggare than so So I say not that it's not that it's bad That it's not bad here It's actually very nice I would say so like In the most cases So it's not that it's very much Problem here is that Now we're in 1434 It's already been a billion I was going to go to the USA Then it was the 5th most-served And this is still a small cap So it's a very nice What it's been a lot It's a lot about Jane Street och HRT our very big prop trading firm that they are not just a Jenk who is running and running it's not just a professional than so it's not Jan Banan it's not just a it's a risk and what you say if you want to find new one of the new ones has been SHT I met a person for a month since he told him he was with in a company It's been up for 1000 % and then it's been so on minus.

10:52Now he's got this one. I didn't really get it to all. I should listen to him. They have some kind of in AI. They have been able to get a lot of invidia. If I have been able to get their release right. Now they got orders and like that. So the one is up 100 % on two days. And it's worth 1 ,7 billion. It's hard to do this. When you're still sitting so near and a company goes up 50%. It's maybe that you're going to buy. But for me in all the way That's so close to me Then I have to buy things But it was it you could do to Sivers I think that It's not just It's not just It's not just It's just a business It's a industry It's a business It's a data center It's a very avancerous It's going to be mass production It's going to be volume Alltså volume You need to have a factory The fabriker cost 20 billion dollars to buy and take 4-5 years to buy.

11:54Now, Sievert should be able to buy this contract. So they don't buy it themselves. But for all the mindre that goes, it's very much. And to produce a large volume, it's not a barn. But you have the highest value in the price. It's exactly like Gruvbolagen, before you get a lot of big intäkter and win. It was a little bit of what I wanted to come to. It's a little like Gruvbolagen.

12:24Man hittar finderheter and so it goes. And then you forget that it takes a whole lot for the production. And it can be said that it goes up to the course. Many of these have had different technical options. Now it was the direct emission of Obdicate. You give the company very good for the opportunity to take in money. Jämfört with how it was for six months ago. So it can just snabba on the development and give the company a better position. For often, the company needs money. Then you are used to be used to get a foretrades emission. Now, plötsligt, the company is going to get a direct emission.

12:59In this Obducate was a rebate to 37%. For it went up so many days before. Which is crazy to do an emission with 37 % rebate. And then, the day after, the day, is up 70%. So we are in a form of IT-eran 2021 hype I some small sectors And if you are a good player here Are you sure to play? Memiconductors are all right out So it's a very good place If you are not good at playing here So it's very easy to play with So it's very easy to know what you get in It's a bit easy to Räkna on ack and aer And see how many Backluckor How many sensorers Yeah, exactly Man har ju själv suttit och räknat på Neonode, hur många hissar Särskilt i vägen knappar under covid Så Det där blue sky scenariot som Sprids på forum och sånt Där folk sitter och räknar, ja men det blir ju aldrig så Jag menar fingerprints-produkt Alltså Folk pratar ju om fingerprints Som att den tekniken bara dog ut Alltså den är ju överallt idag Men det blev Commoditized som man kallar det marginals then it was gone through iPhone or eye scan exactly, but I mean the technique was out of the way absolutely, they were on a billion so it was not that it it was not it was not but it was not so as it was it was not it is not it is a big potential in many of these companies but it was for a month also So it's more about what the market wants to be.

14:38I don't own any of these, it's very fun to handle. Then you can't do it yourself what the next new receivers are. Yeah, I think you need to look at the same...

14:57We took it in the previous podcast, just semi-conductor. It will be a lot of bubbles in the fourth or fifth year. But this is not an industry bubble we talk about now. No, but semiconductor-haws comes from time to time. It's not the first time that semiconductor-haws has. This time is it more than ever since. All right.

15:26We spinnare vidare på the auction. In the room, have you taken out some vins? No, SpaceX is not on the market. No, exactly. The 10th to 12th. It's a little bit like I see my conductors, I feel like I feel like now everyone is in and I feel like now it's a little bit of a little bit of a little bit of a little bit of a So I feel like that but the bubble I don't have to have to just now. You have a clear trigger-datum here. It's easier to play when you have a clear note. Yes, exactly. I have a theory about that Börsen kör rullande bubblor hela tiden. Så snart rullar det över till nästa. Vi såg att kvantbolagen stack.

16:07Men den riktiga kvantbubblan började nästan två år sedan när vi kollade det här i podden och sa IonQ på 7 dollar. De har ju gjort comebacken. Ja, absolut. De fick statligt stöd här i en massa kvantbolag förra veckan. I USA då. Inga jättesummer, men ändå. Det var tillräckligt för att dra dem. Och nu är det rymdhås. Och den tuffar på. and all the money that's worth of money and the semiconductor should be able to make the next bubble next bubble and I think that the rims will be able to come to SpaceX IPO and if it continues to go after it, fine I'm not out after that, I'm not out after that I'm just going to have a risk reward so I'm long out and the money has gone 50 % on a week it's not on two days, no I'm not happy but I'm not happy but I'm not so happy I thought that I had more to give It's the end of the month They're not so fast for the end of the month It can't say that they're not But it's the end of the month It's probably some of the fonder And it's going to be a good proxy For the end of the year Nice I'm going to go on my And corporate actions We had Hexagon That's the Octave That's a SaaS with AI, a lot of different mjukvary-losses, so they have a lot of companies and now they're out of this.

17:33I thought first they had the robot - but the one is still in the van. I have a more positive one. But this has double - it's. It's now, or it was the first day in Stockholm. It's in the USA, but on the Thursday is the first day for Octave. It's in Stockholm OCTVSDB Octave Intelligence and it costs around 162 when we play this and here we have as usual ETF, index it's all in the way so on Friday it goes to this company URMX30 and then you have a lot of money that track it ETF that doesn't have to be able to Octave that's not happening it's not happening it's not happening it's not happening so on And on the other day, if you think it's going to be a good idea of this, it's going to be a good idea of this.

18:29Then it's probably a lot of shopping there, because they don't go through any index. So on a certain way, I'm going to be quite long this. If it's in the morning, today or in the call on Friday, I don't know if I'm going to play. I'm going to get to play, but after the return of the Nordian, it's like the dumb ETF market just gets better and better. Folk måste tvångsälja Och folk har haft ett värde Idag kom Danske ut med en rek De hade väl 225 Affärsvärlden satte köp på det här också Så det finns i alla fall Någon form av bra värde Här i grunden Och de ska vara noterade i Stockholm i två år Och sen ska det här bli en USA-notering Och man vet ju USA, det handlas till rabatt Mot alla USA-peers här Så ja, det är ett intressant Case i alla fall Och det omsätts väldigt mycket aktier both today and today with both the company and people who want to do this so this I have a lot of attention on the weekend and now we have come to Mr.

19:34Bubbelhawks what is it you have found I was thinking I have a company that has been I have worked at a company that is Honeywell for a long time they have decided to for the year to re-nordle their business, just as General Electric did. You can take up the company GE and look at how it went. It went full-time to the month when it started to spin. So they did a spin in in the past, which is a full day. And now they come with... This is a big company. A big industry. Conglomerate. They do everything. And now they own half of a company called Continuum. som ska sättas på börsen här nu. Så jag har tänkt att man kanske får en liten kvantexponering via Honeywell.

20:28Jag har ägt Honeywell länge för jag vill vara med på den här renordlingen. Men jag tycker det är intressant för de sätter kvantbolag på börsen. Så det kommer ett nytt kvantbolag. De ska väl ta in en miljard dollar och ska sälja 21 miljoner aktier tror jag. Runt 50 dollar eller något sånt där. Så de har roadshow nu IPO, they file it here in May so it would probably come here in June in a while, it would be it. Come to the price, ticker will be QNT it is interesting, but I think that Hanwell is interesting because they have even a space and aerospace-to-airspace so just as GE has General Electric Aerospace Is it something investment bank is good on?

21:09I saw it was another IPO today that was called Defense and Aerospace som skulle noteras när det gick ut MyBO-pris. Men de är ju väldigt bra på att tajma det här när det är hett. Precis. Här är det till exempel... Hannoverl är ju ett fint bolag, handlas inte särskilt dyrt. Paul Singer har gått in i de som har drivit igenom den här... Vad heter det? Splitten av bolaget. Att de ska dela upp sig och spela av. Och Paul Singer är en legendarisk aktivist. Så det kan man titta på om man vill ta en lite lugnare... way to that. For they're doing a lot of interesting things. Continent is super exciting, for example, in Qwant.

21:49And then they have their aerospace and defense-BN. So they can look at if you want to be a little boomer-like. It's a unique boomer stock. But I think that it was General Electric also there a while, until they were able to get the maximum. Yes!

22:11And if we talk about crypto, it's still very very I heard that Strategy bought no Bitcoins for the week so it says a lot about the interest it's wait and see there Yes, but they have bought the week before Yes, but they have bought They have bought much all the time so therefore you have to look at about a little bit of a segment in the crypto world. This week we've looked at Hyperliquid. You've talked a little bit about it earlier. Yes, but it has become my go-to on the helveter when you see if it has come a new example in the helveter with Iran. They have some terminer on S &P 500, Nasdaq, Allian.

22:53And then you can look at where sentiment is. It's a pretty good volume on Hyperliquid. This is a decentralized Börs That you can see With crypto Their own token That's hype And You can look at it When the market isn't open And see what it indicates Up or down Yeah, they call it Nasdaq On blockchain And that's why Nasdaq Känner to be so stressed Over a day of time And also Have made their own investments Just with this tokenization And also are even a deal of money market. Exactly. What makes Hyperliquid unique is that the majority of the available that they take when they buy or sell something, they use to buy their own token, the hype token.

23:44It creates a copy of the and takes off the sellers. Like a return? Yes, like a return. So investors have been up. Hype is up much on the last one. It's not just... It's a crypto-actie with a real-actical kassaflöden than a token. Yes, and many people look at SpaceX. They can handle pre-IPO. It's a instrument via Hyperliquid. It's interesting that you can get a virtual experience against Hyperliquid. They have a ETP called Virtual Hyperliquid ETP. which is as usual, is 100 % physically back. It is on a regular market. You can use your own market for your ISK. Over this product has Virtune a very brett product.

24:35It is based on total 23 products. It is from Bitcoin to Altcoins to index products. Why do you invest via Virtune-CTP? On ISK instead of buying Crypto Direct? It's just because you can handle on a capital-sync, you don't have a wallet, no private keys. It's regulated, they're on Nasdaq. And it's like easy to buy a stock. And it's a bit of a regal. And then you can buy crypto in Cold Stories with Coinbase. Yeah, exactly. So you can find out about Avanza, Nordnet, Saver, Montrose, Levler. And you can always read it. Then you can go to Vertune.com so you can get their entire outbub. Titta på de intipel Om man är intresserad av Och sen välja ut Vilken man vill handla Stort tack

25:27Och sen har du ett annat tema Ja men jag har ju tjatat om det här nu Men Nej men om vi ska ta det här Alltså Rullande Bubblor Som Vi sa innan Så den här Branschen har tjatat om Länge nu i podden Men biotech Alltså Ja Nu snarkar du But I think so Now we are in In the phase of AI And it's just like In 2000 Alltså IT-bubblan First was it Nokia, Ericsson All of them All of them that built internet But then come the applications Deles What do we use AI to? And it will be a later I skede i bubblan Och där har vi väl varit I en del I alla fall, alltså säger man att man ska göra någonting Med AI så går aktiekursen upp Men vi har inte sett dem där värst Jo, det har vi Alltså kolla på en klåd Och kättgptsvärderingar Men Jag tror ändå att det sista benet Om man vill spela det Att applicationslagret Om man vill fortsätta Håsen, alltså var ska du ta vägen And it's just 1 million biotech-bolag So how do I think about it?

26:46What do I think about it? We can just start with the biotech-sfair Biotech 2021 was it Haydays Biotech was so hot so it didn't go to COVID All the money they had pumped in It was liquidated And not science-driven And all the biotech-bolag Who went to the budget For they could take in very much money many have gone down 90 % from their IPO 2021 and have had an increasing since then now starts in a pretty much clinic phase so that you can start to expect data one or two years while looking at LA and Lilly and their big companies they just grow and grow so they have so much money so you have a en obegränsad köpare.

27:40De köps ju tre bolag idag, de är i alla fall på hugget eller i lille. Och det finns fler bolag där ute som har hur stora kassar som helst, Novo har en stor kassa. Jag menar, du kommer ju komma till när de här när det modernare forskningen, alltså de bolag som kom till börsen 2021, mycket plattformsbolag med AI, touch etc. När de börjar komma i en mognare klinisk fas så börjar de bli intressant att köpa och så sitter du där och har de stora drakarna och har mer pengar än någonsin. Du har en köpare som liksom inte behöver bry sig om pengar. Så när jag tittar på det här så blir det liksom okej. Och du själv sitter på en fin tillgång där.

28:20Man har ju börjat ta in massa biotechbolag nu. Men det jag menar är att receptet för en bubbla är ju där. Då har vi köpare som är obegränsat. När de börjar köpa och vi börjar få de här sju... Någon gång snart så får vi a budget premium that is on flera X, then it will be retail. Then it will be... Can you have a silver so like that? Alltså, to bota cancer. You can have a result. 1 ,5-2 years out and the company has a financing. And today is XPI index under its 10-year-old. And then you put it on A-I-hosen. och det AI i alla fall lovar är ju att hit ratio inom biotech och life science ska gå upp jag säger inte att det är så men det är det AI lovar och det är det som är pitchen och idag är väl den historiskt 10 % eller något sånt där ett preparat på 10 når marknaden if the market goes up while the AI helps to get down the cost of getting down it's pretty easy if you want to see a biotech company or biotech sector as an option which it is, it's an option that this research will happen so that you can sell the market and pay a lot of money if the cost of getting down a so-preparation goes down and the hit ratio per preparator that goes up then the option will be more more, quite logical.

30:03And so has the FDA become more snatched? In all of a sudden, in some cases, it has been a bit tough last year, but now it has been to have been a lot of people who have had an ideological bridging with the FDA. But absolutely, the big FDA and the UK has become much more agile and snabbfotade and much more creative in how they look at things so it's also positive so it's a lot of things you have an AI spin on it that will help the sector if it will be so or not who cares it's not there yet so I see just like this is it a lot of business biotech it's almost we always come in in a bubble and it's quite continuous and we've had a lot of biotech bubbles.

30:57But this bubble, with these companies, when they all are on the kass, the sector is under their 10-year-old, you have tech that helps you. And many of these research results are very fast, all of them, so it's a bit science fiction. I saw that at L.A. Lilly came with a new gene therapy. Yes, they came with a new even with Fetman, with fantastic results. so what will do this I don't know if it must be a high premium or a good research but my bet is that now we go in in June it will be I don't say always but it will be a city biotech but then we see if the classic June and July then that SpaceX is on the market and then next IPO is chat GBT and it will be AI what's it?

32:04Applikationer which will be hett then it will be perfect that biotech-hosen will continue and not to regulate ner as it can do after June or July so it is I think it is very exciting Are you something on something you have bought here? The company I mentioned before is Cure. I think that Recursion was a company that has to talk about before. In 2021, in all of a sudden. It's down to 90 % since IPO. But they're on to pull up anti-propper with AI. Accelerator does the same thing. All of these who have... You want to have platforms, it's platforms that can have a single molecule. It's not like that.

32:51You want to have a platforms, for it's where you can have and it's where the big money can be so it's like a modern and it must be a platform for it to be the development you can have on it and I think if I'm right in this and it will be a bubble in Biotech when it becomes a bubble in Biotech it will be like the viewers of them that look like dvair a lot of calls but it will be a lot of calls on the left one, I've analyzed Quants has before you can see just at the front so eu양 so I think the headset

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33:41theści Schon now you doesn't need a neces for to get once beginning you have a catch by Tekniken lovar att det ska bli billigare och bättre Att ta fram läkemedel Indexet XP handlar under 10 -årssnittet Retail måttligt intresserad av biotech just nu Men det finns ingenting Som går att sälja in till retail Så mycket som att bota cancer Landet ligger liksom Krattat och klart för att det ska tändas en hås Ja Om vi hoppar vidare till lite småpunkter då Kinnevik fick ett ny vd, aktien är upp 20 % Sen det här läckte ut i media It was almost a heavy deal, as aforementioned� income Made has been to his need to model How should all this be understood, yeah but it was a good Rusia And then she became a representative in front of an announcement But it felt like a stable election It Obrigated to live.

34:32The start-up física Now the focus is more on the future And... ... volver to an una rupture It seems like the outcome is pretty much there So let's see how this is playing out But this is the easy route In Kinnevik Джord Now you can see how the new VD will play this with the Kassan. I didn't get the easy 20 % yet. But it's a good thing to follow what it takes. Then we had Bone Support. They had a capital market today. Then it came not so many new things from flash. The Aktie was down to 13 % on a kind of a forseeing. It was a spine, it was a very good. But I've handled a little here Over the day, I've been looking at a little more I've been looking at 13 % I've been looking at some not so big new They've been looking at this It's a lot of extra cost for new studies We'll see what it's going on But a lot of money is in a lot of short and long You can see that it's a lot of blank So it's been a few days, it's been a fantastic Since I've been looking at it And now I've been looking at it a little Let's see how it's going to play out I think it's going to be a long-siktion I just thought that blanks are going to be in the way.