mainstreamno

Economy, philosophy.
Short quantum, Long #KLARNA

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

Today, our long-range sanctions worked across three areas on Russian territory, as well as on our temporarily occupied land and at sea. In particular, in response to Russian strikes on our civilian infrastructure and on our cities and communities, two major logistics facilities were hit – in the Moscow and Tambov regions, more than 500 and nearly 700 kilometers from the front line. The aggressor used them to supply sanctioned components for drone production and navigation equipment. An oil facility was also struck. In addition, Ukrainian mid-range strikes engaged targets in the waters of the Sea of Azov and the Black Sea, and in our temporarily occupied Crimea.

I thank the warriors of the Unmanned Systems Forces, the Special Operations Forces, the Armed Forces of Ukraine, the Security Service of Ukraine, and the Defense Intelligence of Ukraine – every unit of Ukraine's Defense Forces – for their precise and coordinated execution of these missions. Glory to Ukraine!

[Klarna @Klarna]

Klarna Q1 2026 results are here and a strong start to the year 👏
-119M Active Consumers (+21% YoY)
-1M Merchants (+49% YoY)
-$33.7B GMV (+33% YoY);
-$1B Revenue (+44% YoY)
-$389M TMD (+44% YoY)
-Operating income $17M vs. a loss of $90M a year ago.

[Svensk-judiska intressen 🇸🇪🇮🇱✡️ @judiska_int]

Det sprids mycket propaganda kring Israels nya lagförslag (som ännu inte har godkänts av högsta domstolen).

Alla människor, inklusive judar, kommer att kunna dömas till döden för terrordåd riktade mot Israels existens.

Hamas och palestinska myndigheten har redan dödsstraff.

[Johan Romin @JohanRomin]

SVT censurerar minister! Romina Pourmokhtari riktar mycket stark kritik mot Greta Thunberg i programmet Taxi Fouad. ”Jag blir upprörd över antisemitismen” säger hon bland annat.
Men det här får inte tittarna höra eftersom SVT speedat upp svaret.
Jag tog reda på vad ministern egentligen sa i intervjun.
Läs min artikel i Fokus.

https://t.co/mOf9oUvKPX

[Granskning @avPublicService]

Demonstration mot @SVT: ”De ger oss inget stöd”

@Bulletin_Nu: ”Regimkritiska iranier håller en stor demonstration utanför SVT på onsdagskvällen. Hoppet är att de ska visa vad folket i Iran vill ha. ”De rapporterar inte från våra demonstrationer”, säger arrangören Anshan Khosravi”

@SVTNyheter #journalistik Iranier demonstrerar utanför SVT: ”De ger oss inget stöd” https://t.co/e4Esmk9PH3

[InteSosse 🪓🇸🇪🇺🇦 @InteSosseSe]

En orakad, svettig, dryg och ilsken som ett bi* @SVT Kulturnyheternas Kristofer Lundström HÅNSKRATTAR högt mot @SMohamsson WTF!

Public Service har havererat på varenda nivå möjlig. Hatar verkligen verksamheten så hårt!

Ett stort plus till Mohamsson som mopsar Lundström! 🤩

[Visegrád 24 @visegrad24]

In the past 24 hours, Iran has attacked, directly or indirectly, 15 different countries or their military:

– 🇮🇱 Israel
– 🇺🇸 United States
– 🇦🇪 United Arab Emirates
– 🇸🇦 Saudi Arabia
– 🇶🇦 Qatar
– 🇰🇼 Kuwait
– 🇯🇴 Jordan
– 🇮🇶 Iraq
– 🇧🇭 Bahrain
– 🇴🇲 Oman
– 🇸🇾 Syria
– 🇨🇾 Cyprus
– 🇫🇷 France (Camp de la Paix, UAE)
– 🇮🇹 Italy (NATO camp at Ali Al-Salem Base)
– 🇬🇧 United Kingdom (Akrotiri, Cyprus)

[*Walter Bloomberg @DeItaone]

IRAN MISSILES FIRED TOWARD CYPRUS, UK WARNS

The UK says Iran launched two missiles toward Cyprus, potentially marking the first Iranian missile attack on Europe.

Defense Secretary John Healey said the missiles were likely not aimed at UK bases on the island but called the incident a sign of a “real and growing threat.”

He also revealed that 300 British troops in Bahrain were close to recent Iranian strikes, with some just hundreds of meters from impact sites.

[Dr. Maalouf ‏ @realMaalouf]

Iranian women are celebrating. Not a single hijab in sight.

This is the main difference between Iran and Syria, Iraq or Afghanistan.

Unlike those countries, where the population is extremist, it’s the complete opposite in Iran.

The Islamic regime never represented them.

[mainstreamno @mainstreamno]

$KLAR Q4:
✅ Rev $1.08B (+38%)
✅ GMV beat guidance
✅ Card 4.2M users
✅ Fair Financing +193% (Dec)
✅ Credit quality improving
✅ 2026 guide: $250-350M profit
TMD "miss" = grew too fast (provisions hit upfront, revenue compounds later)

[mainstreamno @mainstreamno]

Klarna stock: $18 2026 guided operating profit: $300M+ Implied market cap: ~$6.8B

You're telling me a company doing $4.3B revenue growing 40% with 16M banking customers generating $107/user is worth 1.6x sales?

PayPal trades at 2.5x. Block at 2.0x.
Make it make sense.
#klarna

[mainstreamno @mainstreamno]

@IG_PatrickT Som land, vad förutom 50 % statlig Olja skulle något vettig människa vilja ha från Norge?( Förutom en bit Sushi) Men tveksamt att de ska medföra kapitalflöden av norska kronan.
Med det sagt är kanske frågan mer är hur kommer Svenska kronan röra sig?

[mainstreamno @mainstreamno]

@DeItaone "PEACEFUL NUCLEAR PROGRAMME" 😅

[mainstreamno @mainstreamno]

@FischerJiriML @Klarna Well it's marketing at-least, but i would say very expensive marketing for very little revenue.
More like waste of money imo.

[Harry Stebbings @HarryStebbings]

I think most public company CEOs are not telling the truth on the impact AI will have on business and jobs.

Seb is 0 BS, 100% truthtelling. This man is not afraid to ruffle some feathers.

Full show below with @klarnaseb 👇

Spotify 👉 https://t.co/oQrWTnWWAJ
Youtube 👉 https://t.co/rpcqbV4FwT
Apple Podcasts 👉 https://t.co/SJ0OVqIzzV

Timestamps:
00:00 Intro
01:16 The real Threat to SaaS
05:58 What revenue multiple will software companies trade at in the future?
10:31 Why you need to build your own customer service AI to win
22:12 Klarna has two times the customer base of Revolut. They will beat Revolut
24:17 How I lost a billion dollars not investing in Nubank
25:54 Why Nubank are more likely to win the US than Revolut?
33:59 We used to be 6,000 people. Now we are just 3,000
40:14 When is a high valuation too high and can be dangerous?
41:27 How we got Sequoia to invest & Michael Moritz to join the board
53:19 Investors who don’t build will lose
01:07:56 What CEOs really think about AI
01:13:34 I have changed my mind on the adoption cycle

[MIFF Sverige @MIFFse]

Judar och iranier stöttar varandra. De har över 2500 års vänskap och de har samma fiende.

Video: @AronFlam @Nima_Ros @judiskstolthet

#iran #Israel #jude #judar #iranier #mänskligarättigheter #frihet #demokrati #historia

[Visegrád 24 @visegrad24]

BREAKING:

Russian opposition politician Alexei Navalny was “poisoned with a lethal toxin” in 2024.

Experts from the United Kingdom, Germany, the Netherlands, Sweden and France reported finding epibatidine, an extremely toxic substance derived from the skin of a South American poison dart frog, in Navalny’s biological samples.

The samples were taken out of Russia by his family after his death and independently examined by several laboratories.

European authorities said the finding, along with the use of the nerve agent “Novichok” in 2018, underscores “the need to hold Russia accountable for repeated violations of the Chemical Weapons Convention and, in this case, the Biological and Toxin Weapons Convention.”

[Cute Baby @nachunja]

Long $KLAR. Stupid cheap.

$7.7B market cap but has $8.3B in cash😂. Enterprise value is $2.0B.

Trading at 0.4x FY26 EV/S. GMV (largest of BNPL players) grew 23% last Q to $32.7B.

Launched Klarna Card in July and already has 4M sign-ups. 1M is paying subscription fees.

850K merchants, up 38% yoy.

Fair Financing (their $AFRM knock-off) grew 108% in Q2, 139% in Q3. Better economics than Pay-in-4.

Headcount reduced 39% over 2 years.

Customer deposit was $9.5B in Dec 2024. It's $14.0B as of Jun 2025. Users are trusting Klarna with their money.

Active in 26 markets.

Earnings next Thursday.

[mainstreamno @mainstreamno]

This is how @Klarna is a clear winner in this “AI-race”

[Sebastian Siemiatkowski @klarnaseb]

At @Klarna we have removed ~1,500 SaaS tools to give AI the cleanest possible context. Org size is ~47% smaller than 2022 (natural attrition), while output per employee is up ~3x. But as everything scales, relationships are still built through human interactions

Excited to join Kevin Delaney (@delaney) at the @charterworks AI NYC Summit today to discuss real AI adoption and the lesson's we've learned along the way!

[mainstreamno @mainstreamno]

@PolymarketIntel @Klarna