SlarkTrader

Finding Swedish hidden AI & tech gems 🇸🇪
Heavy in $SHT ~ 18 SEK

[SlarkTrader @SlarkTrader]

After a parabolic ride in $SHT I’m putting parts of my profit into a new case for the summer

Within 90-days will have final FDA decision. This decision is in my own opinion a high chance of success

I have shared this case to my subscribers in https://t.co/vObXdxGOva

[SlarkTrader @SlarkTrader]

@GusPaschal91721 Long-term yes I believe in the company. They have a great product and is linked to $NVDA which says a lot

[SlarkTrader @SlarkTrader]

I don’t like to speak about profits too much but what a crazy journey it’s been in $SHT for me last 1.5 months

+3 million SEK in profits the last 2 weeks

Went balls deep full size at ~18 SEK and closed my eyes. I felt very confident in the case after putting 100’s of hours analysing the company during the last 2-3 years

When it started to boil a lot about $SHT and the whole sector I sized a large position in mid April. I held this position all the way until 65-70 SEK and took big profits here

—> stock then tanked to 40 SEK and I re-added a relatively large size. Stock bounced as expected and I took a large profit again at 57 SEK today

For someone that doesn’t have a fixed salary every month and lives full time from trading and investing this case has been a bit of a stress relief financially

But I guess this was the payback I got from the time I have put into analysing and reading about the company and believing 100% in my thesis

Just felt like ventilating and writing out some thoughts in my head after a crazy ride. I’m gonna stop spamming about $SHT now here on X but will let my Substack subscribers know if I update my position anything

I’m happy for all of you that follow me and hopefully we can find more interesting cases in the future. Now I’m gonna grab a cold beer 🍻

With love, Slark

[SlarkTrader @SlarkTrader]

@Ren_aramb Yes at 3,20 today 🫶

[SlarkTrader @SlarkTrader]

I have bought a very small size of $SMOL at 3,20 SEK

This is very high risk in my opinion and I don’t recommend to buy. Just using some very small $SHT profits to see if it can bounce around here after a -50% dip from recent highs

[SlarkTrader @SlarkTrader]

@borspicker exakt! jag vill tro att man kommer vända på steken och lösa det

[SlarkTrader @SlarkTrader]

Just 1 day after my post and thoughts about $OSSD OssDsign they publish amazing results from their pre-clinical study

Stock +18% up today ✅

OssDsign is still alive!

https://t.co/j6C0mkFhEU

[SlarkTrader @SlarkTrader]

Don’t worry I haven’t forgot $OSSD, here is my thoughts right now

Share price has dropped from 16,75 SEK down to 3,92 SEK in 8 months time, but the pruduct is still the same quality

I’m gonna be honest, I think the $OSSD team have managed the company in a completely shit way the last year and I’m very dissapointed as a shareholder

They were going strong and accelerating every ER and then they came up with a joke of a strategy called ”scale to profit” and tanked the share price completely. Rotated a lot positions in the company including CEO’s and sales team

I am still holding a relatively large size of $OSSD and have even added a bit down here around 4,00 SEK. Their product is still brilliant and after $BONEX recent backlash I see $OSSD as a potential acquisition for them. Who knows…? However I believe $OSSD has the capability to turn this tide around but they have a lot of numbers to prove and I need to see a solid effect and positive divergence of their sales team in the next ER in August.

Time will tell, the return will be high if they get this train rolling again!

//SlarkTrader

[SlarkTrader @SlarkTrader]

@TailRisk31415 haha true, får lyfta på luren imorgon och köra Stratton Oakmont

[SlarkTrader @SlarkTrader]

1 week in Substack and what an amazing start it’s been! Already #7 trending in Sweden and #7 in New bestseller

I’m very happy that some of you really seem to appreciate the time and effort I put into the cases I share. Let’s find more interesting cases together! ❤️

Love, Slark

[SlarkTrader @SlarkTrader]

@TailRisk31415 Tror det krävs fler antal visningar för att någon ska vilja göra reklam där

[SlarkTrader @SlarkTrader]

@TailRisk31415 🤣

[SlarkTrader @SlarkTrader]

Let’s breakdown my AI-bottleneck thesis about Swedish 🇸🇪 innovations that made me +3 million SEK last month👇

While everyone focuses on chips and electricity supply - thermal management is emerging as a main critical bottleneck in the AI-infrastructure

The physics is relentless, nearly 100% of the power consumed by GPUs and AI accelerators turns into heat. Modern AI racks have jumped from 10-20 kW to 100-140 kW per rack. $NVDA latest systems are pushing these frontiers even further. Traditional air cooling simply cannot keep up.

When power density rises this fast, you hit hard limits. Thermal throttling, hardware reliability risks, and deployment delays become real. This is why the industry is rapidly shifting to liquid cooling direct-to-chip, immersion, and advanced cold plates.

Cooling is no longer just an operational detail. It affects everything

-> Where hyperscalers can build new facilities
-> Water consumption and sustainability targets
-> Total cost and speed of deployment
-> Chip design choices (efficiency vs. raw performance)

The winners in the coming years won’t just be those who secure the most GPUs or megawatts — they’ll be the ones who master thermal engineering at scale. And here $SHT has an amazing product that even $NVDA acknowledge is top of the world quality. Innovations in heat reuse, more efficient liquid cooling, and next-gen chip architectures that generate less waste heat will be decisive. Another very interesting Swedish heat management company that I followe closely is $APRTECH. They use liquid cooling as a thermal management solution.

AI progress has always been constrained by physics. I believe that heat is the next major bottleneck. The cooling wars are just beginning and Sweden is in the front with innovative solutions! 🇸🇪

//SlarkTrader

[SlarkTrader @SlarkTrader]

@TailRisk31415 inte mycket tbh, men det blir lite inkomst för att täcka utgifter

[SlarkTrader @SlarkTrader]

@pitexrmaen vad menar du?🙃🙂 jag stängde halva min position efter 11% studs. Halva positionen fortfarande live!

[SlarkTrader @SlarkTrader]

Took profits half of my $SMOL size after 11% bounce to 3,55 SEK ✅💰

half position size still in

[SlarkTrader @SlarkTrader]

I have bought a very small size of $SMOL at 3,20 SEK

This is very high risk in my opinion and I don’t recommend to buy. Just using some very small $SHT profits to see if it can bounce around here after a -50% dip from recent highs

[SlarkTrader @SlarkTrader]

@borspicker inte än, kommer dela i substack om jag tar position

[SlarkTrader @SlarkTrader]

@deidararara thanks same to you, sick bear 🔥🐻

[SlarkTrader @SlarkTrader]

@borspicker agree

[SlarkTrader @SlarkTrader]

@Knugen_01 @GBGDESKEN

[SlarkTrader @SlarkTrader]

@Knugen_01 @GBGDESKEN Oh no it just dropped -35% instead of -60% what a great day for Smoltek!!!Sorry I’m buzzy counting my $SHT profits