Andreas L

Economist interest in technology (AI, EVs, robotics), and politics.

[Andreas L @andreasvl]

@alojohhardcore I have been thinking about this exact point, wanting to take off risk as it feels like cheating to be up 4-8% per day….. but as we are riding some real alpha, it might not be wise to take risk off..

[Andreas L @andreasvl]

@alojohhardcore @sebbeoke @MikeDigitalCap Thanks for the very elaborate answer. I thought about adding "if you think it is not adding too much false precision" to my original ask.

[Andreas L @andreasvl]

@alojohhardcore @sebbeoke @MikeDigitalCap Another suggestion is to add one decimal point to the price-to-earnings ratio, thanks!

[Andreas L @andreasvl]

@alojohhardcore Thank you AJ. Can you expand a bit on your trim levels for MSFT and Meta, especially in the light of the recent price increase in MSFT?

[Andreas L @andreasvl]

@alojohhardcore Yes I took profit too soon on Oracle and PLTR - a pity, but also didn't wanted to be stuck with these slightly higher risk stocks.

[Andreas L @andreasvl]

@alojohhardcore Hi AJ, can you give an update on your portfolio composition? And my largest position is NVIDIA now, is it still your highest conviction stock mid/long term? Thanks a lot in advance!

[Andreas L @andreasvl]

@alojohhardcore @stekkerauto Thanks the heads up, I own a bit of SNDK and I am now getting out of that position with a slight loss.

[Andreas L @andreasvl]

@thorborg Kunne være fint hvis det også styrkede rigsfællesskabet... Virker ikke sådan med de seneste udmeldinger fra Grønland.

[Andreas L @andreasvl]

@herbertong I like your content a lot Herbert. But everything cannot change every other day unfortunately,

[Andreas L @andreasvl]

@Arpe_DK Interesting to understand if this is driven by the demand or if the Y standard production is not fully ramped yet. Would have thought the Y standard would be selling more.

[Andreas L @andreasvl]

@Arpe_DK Do you know the breakdown in different model Y models?