AlpTrader

Stort intresse för aktiemarknaden och affärsutveckling. Fokus på Stockholmsbörsen, SP500, DAX. Verksamhetsutvecklare. Twittrar här om aktiesnack | #aktier

[Carl Bildt @carlbildt]

What a mess! After out of the blue saying that 🇺🇸 should charge 20% on trade through Hormuz, getting applause from 🇮🇷 for agreeing to the principle of tolls, Trump 🇺🇸 today reverse himself. There is evidently no coherent policy process in this their war. https://t.co/5mbNSxUxkC

[AlpTrader @AlpTraderOMX]

Trump leker med världsekonomin

[*Walter Bloomberg @DeItaone]

TRUMP: I DON'T THINK ANYBODY SHOULD BE ABLE TO CHARGE A FEE FOR THE STRAIT

[AlpTrader @AlpTraderOMX]

@ovatten11 This is börsen…. Brutalt

[Cassandra Unchained @michaeljburry]

A question I have for $ORCL, $GOOG, $META, $MSFT, $AMZN, $NVDA, $CAT, and all the rest, “When does the spending for AI data center buildout actually end?”
It is consuming all your cash flow, you are borrowing, you are financing in ways you never have, apparently because it is so urgent, because it scales?
But if it scales, when does it end?
Now you are engaging in accounting tricks to hide expense, to protect earnings, as the impact is so severe. You will be tortuously adjusting your earnings in a new and sinister ways.
When does it end?

[AlpTrader @AlpTraderOMX]

Intressant.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Cass Freight Index fell -7.1% YoY in January, to 0.89 points, now down to its lowest level since April 2009.

This index tracks freight volumes across North America and is viewed as a gauge of US economic momentum.

This also marks the 36th consecutive monthly decline, the longest streak on record.

Over this period, shipments have fallen -20.9%, a similar decline seen during the 2008 Financial Crisis.

According to Cass Information Systems, normal seasonal trends suggest February could see an -11.0% YoY decline.

The US freight recession is accelerating.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Cass Freight Index fell -7.1% YoY in January, to 0.89 points, now down to its lowest level since April 2009.

This index tracks freight volumes across North America and is viewed as a gauge of US economic momentum.

This also marks the 36th consecutive monthly decline, the longest streak on record.

Over this period, shipments have fallen -20.9%, a similar decline seen during the 2008 Financial Crisis.

According to Cass Information Systems, normal seasonal trends suggest February could see an -11.0% YoY decline.

The US freight recession is accelerating.

[Evan @StockMKTNewz]

DENMARK'S 🇩🇰 PENSION FUND SAID TODAY:

- DECISION TO DIVEST UNITED STATES 🇺🇸 TREASURIES IS ROOTED IN POOR U.S. GOVERNMENT FINANCES; NOT DIRECTLY RELATED TO ONGOING RIFT BETWEEN THE U.S. AND EUROPE

[Evan @StockMKTNewz]

THE SUPREME COURT DOESN'T RULE ON TRUMP'S TARIFFS WEDNESDAY

[Evan @StockMKTNewz]

New rumor from The Information

The Chinese 🇨🇳 government this week reportedly asked some tech companies to temporarily halt plans to buy Nvidia’s $NVDA H200 AI chips

[AlpTrader @AlpTraderOMX]

@alltifisk @Investeraren Word! Från City är det en no brainer, tyvärr. Man måste lära från flera andra länder där direkttåg till flygplatsen är nästan som en vanlig tåg/tunnelbanebiljett. Kommer garanterat öka omsättningen. Är ju egentligen väldigt smidigt men taxi vinner idag pga priset.

[AlpTrader @AlpTraderOMX]

Vilken är den mest intressanta podden/avsnittet ni lyssnat på senaste tiden kopplat till börsen/trading/ledarskap/AI eller något annat intressant ämne? Hit me up!

Personliga tips som alltid går hem är: Tech brief, Marknaden, Pushkin Industries, Under femton, P3 Dok

[LiveSquawk @LiveSquawk]

US CPI (Y/Y) Nov: 2.7% (est 3.1%)
- CPI Core (Y/Y): 2.6% (est 3.0%)

[AlpTrader @AlpTraderOMX]

Bonnier News In-house sales, skärpning!

Mitt Di- abonnemang går ut om en månad. Då blir man jagad av säljare nu innan. Ni ringer i knappt en signal, när man sedan ska ringa tillbaka är det en förinspelad röst som förklarar att dem vill ge ett nytt erbjudande. Skandal.

[Erik Hansén @Erik_Hansen_]

#Tesla gör ny all-time high trots fallande vinstförväntningar. En sådan utveckling innebär multipelexpansion och visar att pris och vinstförväntningar inte alltid rör sig åt samma håll.

[Boycott Tesla 💎 @YammerTime01]

TSLA is one of the most overvalued assets in human history.

[AlpTrader @AlpTraderOMX]

Facit

[AlpTrader @AlpTraderOMX]

Så, nu har USA reagerat inledningsvis positivt, nu inser man att siffrorna inte är så pass starka. Lär kunna få se säljande hela eftermiddagen.

[*Walter Bloomberg @DeItaone]

HASSETT: THINK PRODUCTIVITY GROWTH IS 2.5%-3% BECAUSE OF AI

[AlpTrader @AlpTraderOMX]

Så, nu har USA reagerat inledningsvis positivt, nu inser man att siffrorna inte är så pass starka. Lär kunna få se säljande hela eftermiddagen.

[*Walter Bloomberg @DeItaone]

*US NOV. NONFARM PAYROLLS RISE 64,000 M/M; EST. +50K

*US NOV. UNEMPLOYMENT RATE 4.6%; EST. 4.5%

*US OCT. RETAIL SALES UNCHANGED M/M; EST. +0.1%