In case you didn't know: Rising yields and strong earnings, often go hand in hand.
As investor, this is the implication you should care about:
In the greyed out periods below, stocks were the outperformer.
And while rising yields do seem to bring unrest among investors, what's happening is... Show More
Jeg siger det igen: AI smadrer derud af 💸.
$ASML (ASML Holding NV).NV (ASML Holding NV) er netop kommet med regnskab, med et klart signal, til alle der bekymrer sig om AI aktier:
Efterspørgslen vil ingen ende tage.
Her er noterne fra min læsning af regnskabet…
$ASML leverede sit stærkeste kvartalsregnskab... Show More Translate
Novo? kedeligt. Micron? sindsygt. Stemningen? I top.
Anders og jeg er igen på mikrofonerne, og kommer omkring AI, danske aktier og hvorvidt tech-bølgen kan fortsætte, i hvad der virker som det uendelige.
Søg på "Markedsbidder" få noget lyd på ørerne, og tryk PLAY.
Det bliver godt til dig,... Show More Translate
All the fear.
All the worries.
The bubble talks.
The "too high" yields.
And people selling out.
But $NVDA (NVIDIA Corporation) ?
All time high.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Vi har en person i Danmark der er gået dybere i tech og AI-aktier end nogen andre, og i dag er han med på podcasten 🔥
Mads Christiansen fra New Deal Invest og jeg, tager fat på amerikansk tech og AI, og kigger samtidig på om Europa stadig er værd at investere i.
Vi kommer også forbi geopolitik, og... Show More Translate
### The bigger shift: sell friction, buy speed
Muse is probably best understood as an early signal of what is coming rather than the finished product. As consumer agents from Meta, OpenAI, Google, Anthropic and others become more capable, more purchasing decisions will gradually be delegated to software.... Show More
AI changes the front end. Stablecoins change the back end.
AI agents are beginning to change how we shop online, but the bigger shift may happen behind the screen. Visa has framed the development neatly: AI changes the front end of commerce, while stablecoins change the back end of how money moves.... Show More
Novo er nede 25% siden Juli (og er IGEN på nedtur).
DSV er nede 37% siden Februar (er det en mulighed?).
Og Mærsk er oppe +67% i år (skal du ud nu?).
Alt det kloger vi os rigtig på i dagens "Markedsbidder" podcast.
Vi kommer også kort omkring C25, krypto-markedet, og snakker om det generelle... Show More Translate
Tag sikkerhedsselen på, for den kommende periode bliver volatil !
Hvorfor? Fordi vi har 5 kæmpe bekymringer i øjeblikket:
1) Stigende renter, der tager til.
2) En alt for høj amerikansk gæld.
3) AI går for hurtigt, og kan være farligt.
4) Høj inflation og usikkerhed i Mellemøsten.
5) AI tjener ikke... Show More Translate
USA, Danmark og Grønland skriver under, men hvad handler det egentlig om? Efter min mening; definitiv militær tilstedeværelse og indflydelse i det arktiske: 👇
På facaden kan vi pakke det ind i "rare earths", godt diplomati, bedre NATO samarbejde etc., og aftalen er selvfølgelig positiv for... Show More Translate
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