ALDIN

Swedish market dilettante | Politician @moderaterna | 🇸🇪/ 🇪🇺 | Works at Nordics leading and largest bank | Investor focused on quality businesses

[ALDIN @chartaldin]

The market is hitting the panic button on luxury. But within this fear lies a rare valuation opportunity in an undisputed quality giant: $LVMH.

Here’s the blueprint. 🧵

[ALDIN @chartaldin]

@itsmoam1 @Omar_Madaniah

[ALDIN @chartaldin]

SoftBank försökte låna 6 miljarder dollar med sina 13 % av OpenAI som pant för att fortsätta investera i OpenAI.

Men bankerna vägrade. De verkar inte tro att OpenAI verkligen är värt 852 miljarder dollar.

[ALDIN @chartaldin]

@FirstSquawk Many banks has already rejected there request due the Open AI valuation.

[ALDIN @chartaldin]

@PolymarketMoney

[Boring_Business @BoringBiz_]

Google is about to have one of their biggest windfalls ever this year

The company invested $900M into SpaceX in 2015 at a $12 billion valuation, which is now expected to be worth close to $100 billion depending on IPO price

Similarly, their Anthropic stake could also be worth north of $100 billion if they go public anywhere close to the last valuation

What an incredible track record. Investor in two of the 3 largest IPOs in history

[ALDIN @chartaldin]

Did Swedish AI startup Lovable just kill Wix's business?

Wix $WIX plunged 7.98% after cutting its 2026 revenue and bookings outlook. The company also announced 1,000 layoffs on May 28. WIX Trims 2026 Guidance.

If AI native website builders are already disrupting incumbents, the bigger question is:

Who's next Adobe $ADBE.NE ?

[ALDIN @chartaldin]

$ASML

[Elon Musk @elonmusk]

@NUnl ASML should be treasured and supported. It is arguably the greatest company in Europe.

[ALDIN @chartaldin]

@hishyar09205113 @khalaf1393 @IslamZebari what book is this? i would love to order it.

[ALDIN @chartaldin]

Problemet är att många av dessa länder inte har kunnat erbjuda sina medborgare den demokrati, fred och trygghet som de behöver. Därför har många sökt sig till Sverige, där de fått skydd, säkerhet och tillgång till kostnadsfri utbildning möjligheter som kan bidra till deras försörjning och framtid långt fram i livet. Det är svenska flaggan som ska gälla för dem alla.

[ALDIN @chartaldin]

@RussFaigen @KobeissiLetter I think they are building a Time Machine lol

[ALDIN @chartaldin]

I own $META , but I definitely view this as a high risk bet by management. The market clearly wasn’t fully convinced by the scale of their capex spending. If they end up burning through all this cash without delivering earnings growth or beating upcoming estimates, I think the stock could face a reaction similar to what we saw in 2021–2022.

[ALDIN @chartaldin]

@kelvinMMGoliath

[ALDIN @chartaldin]

@StockMKTNewz $META

[ALDIN @chartaldin]

Business models favored by Morgan Stanley based on their research:

[ALDIN @chartaldin]

A bubble isn’t just “prices going up”

it’s when prices disconnect from earnings.This chart shows Cisco in the late 90s vs NVIDIA today:

Same pattern ≠ same outcome.

One was driven by hype without sustained earnings.
The other is being driven by rapidly rising fundamentals.
But the real lesson isn’t “this time is different.”It’s: when price runs ahead of earnings, gravity eventually matters.

[ALDIN @chartaldin]

@AbdullahMashat يا أخي كأنو ماوس الكومبيوتر مو بسيارة 😂

[ALDIN @chartaldin]

@Polymarket @BrianSozzi @Ferrari you definitely not making any records by selling this crap

[ALDIN @chartaldin]

@qcapital2020 We need to do this in Europe buddy!

[ALDIN @chartaldin]

@ColdBrief ❤️❤️❤️🇸🇾

[ALDIN @chartaldin]

@jarvis_best @Geiger_Capital Sell everything even the underwear 😨