Moqast

Investor in Nordic small cap

[Moqast @Moqast]

1/3 Having lost all my adult life to this illness, my heart hurts when I hear stories like this. They are more common than you think, since this illness force you to be invisible and disappear from life. 25% of patients with ME/CFS can’t leave their home, I’m one of them. #MECFS

[Putrino Lab @PutrinoLab]

[TW: story about severe ME/CFS]

Some time ago, a person with severe #MECFS requested that I visit with them. It has been a while since I was there and I’m still working through everything I heard and saw that day. This person had been unwell for many years and their (1/)

[Moqast @Moqast]

@finnishgunners @seanstidston The clip on his leg happens outside of the penalty area

[Moqast @Moqast]

@Coolbreez016 Noen update på zaptec og nytt intervju med CEO? Aksjen gått sterkt siden rapport

[Moqast @Moqast]

@Coolbreez016 Satser på neste! God fornøyelse🏝️

[Christoph Ströck @cstroeckw]

Today is ME/CFS Awareness Day.

I am a very severe ME/CFS patient. I have not left my mattress in around 9 years, and I have been sick much longer.

I cannot have visitors. I cannot watch TV. I can speak only very little with my caregivers. I can only read a few pages per day, sometimes less. I live mostly in darkness, in constant pain and physical discomfort.

There has not been a single day in the last 10 years that was not “ME/CFS Awareness Day” for me.

For millions of patients, this disease is not a campaign, a hashtag, or a yearly reminder. It is total life destruction, every single day.

What we need is not symbolic awareness alone. We need serious research, clinical infrastructure, political recognition, urgency, and your help.

[Moqast @Moqast]

@Coolbreez016 -Hvor kommer den sterke veksten i Nederland fra? Og hvorfor lykkes de så mye bedre her enn i Belgia som er et like stort marked?

[Moqast @Moqast]

@Coolbreez016 Spør gjerne om følgende hvis dere får det til:
-De sier hvorfor UK gikk dårlig i q1, men det har gått trått der i flere år. Hvorfor? Og hva gjør de for bedring?
-Lagerbeholdning nå under target range. Har de nok lager og produksjonskapasitet til å møte høy etterspørsel fremover?

[Moqast @Moqast]

@Therren13 @Nordic_Growth Jeg tipper ev/ebit 2027 ~ 14. Får se hva Pareto/Abg kommer med av oppdateringer

[Moqast @Moqast]

Rekordkvartal for Zaptec! Største posisjonen kommer til å bli enda større i dag🚗📈

[Quanor @QuanorFinance]

Quanor - $ZAPo Zaptec inledde 2026 starkt med intäkter på 456,9 MNOK i Q1 2026, en ökning med 31,74 % jämfört med Q1 2025 och 5,6 % jämfört med Q4 2025. Bruttomarginalen var 43 % jämfört med 39 % i Q1 2025, medan EBITDA st...

Läs hela analysen på Quanor.

https://t.co/T97Frhmxd7

[Moqast @Moqast]

@devin_gavgani @AMG_FEST CEO har uttalt at mesteparten av inntektene for vinter OL og fotball VM ble bokført i 2025 hvis jeg husker rett. Ellers en fin podcast lenket til i denne tråden

https://t.co/YjRhCqIcNq

[Moqast @Moqast]

Kjøpt inn et nytt selskap: Appear ASA. IPO forrige uke. Leverer tjenester for prosessering av live video/TV. CAGR>30% siste årene. Etter mine estimater ev/ebit~13-14 for 2026. Gross margin på 70%. Management virker bra $APR

[TSG Hoffenheim @tsghoffenheim]

𝗖𝘂𝗿𝗲 𝗠𝗘/𝗖𝗙𝗦 💙🤍

[Moqast @Moqast]

@JacobStjernberg Hvilke selskap/bolag synes du er brutalt fina setups nå?

[Moqast @Moqast]

@ValueGARP @Lou_Mannheim Enig i at det burde settes på financing, reagerte på det selv! CEO tok selv opp dårlig CF i Investornytt i dag, og at de må binde mindre kapital i lager fremover samt factoring. Eier aksjer!

[Shanaka Anslem Perera �� @shanaka86]

JUST IN: Meta sold 7 million Ray-Ban smart glasses in 2025 alone.

Workers in Kenya are watching the footage.

Not metadata. Not anonymized clips. The actual videos. People undressing. People in bathrooms. People having sex. Bank cards. Medical documents.

The blurring is supposed to protect privacy. It fails constantly. The contractors see everything.

Here is the part that should stop you cold: You did not buy the glasses. You did not agree to the terms of service. You did not consent to anything. But if someone wearing Meta glasses walks into your bedroom, your bathroom, your doctor's office, your home, a contractor on the other side of the world may be watching you right now.

The person wearing the glasses consented. Everyone else in the room did not.

Meta's defense is that this is all disclosed in the privacy policy. They are technically correct. Buried in language so dense that 99% of users never read it. And even if they did, it would not matter, because the terms govern the wearer's data. Not yours. You are not a party to the contract. You are the product being annotated.

Millions of AI-enabled cameras walking around in public. Recording constantly. Uploading to servers. Reviewed by humans earning a few dollars an hour to label your most intimate moments so the algorithm gets smarter.

This is not a bug. This is the business model.

The EU is already asking questions. MEPs submitted formal inquiries to the Commission this week demanding answers on GDPR compliance. The problem is obvious: European data protection law requires consent from data subjects. Bystanders are data subjects. Bystanders never consented. The entire architecture violates the regulation by design.

Meta's response has been silence and a reference to terms of service that do not apply to the people actually being filmed.

Google Glass died because people called the wearers "Glassholes" and banned them from bars. Meta solved the social problem by making the glasses look normal. They did not solve the privacy problem. They hid it.

Seven million units sold in 2025. The installed base is accelerating. Every unit is a potential surveillance node operated by someone who may not understand what they are feeding into the system and reviewed by contractors who see everything the algorithm cannot process.

The question is not whether this becomes a scandal. The question is whether the scandal arrives before or after the glasses are on 50 million faces.

Watch the EU. If Brussels moves on GDPR enforcement, Meta faces a choice: disable human review in Europe and cripple the AI training pipeline, or accept fines that could reach billions. Neither outcome is priced into the stock.

The glasses are selling faster than ever.

The contractors keep watching.

And somewhere right now, someone you have never met is looking at footage of you that you never knew existed.

[Moqast @Moqast]

@lejooon CEO sier de økte markedsandeler i Norden i alle kategorier i q4, så stemmer vel ikke helt? Salg til consumer ikke samme som salg til retailer. Salg til consumer økte 69% i Norden i q4. Legg til en brutalt bra start på 2026

[Moqast @Moqast]

@venturaFPC Welcome to the club! I wrote about it on Bluesky last year, but my main thesis is the same: EV sales in Europe only just started, with structural growth for many years ahead. Leading market position in the Nordics should provide a solid base for European expansion

[Moqast @Moqast]

Etterlengtet! Største posisjon som ble enda større i dag🚗

[Kapitalreisen @Kapitalreisen]

Zaptec med knallsterk Q4 🚀
+32 % omsetningsvekst
+137 % EBITDA
Solid ordrebook og første utbytte 💰
Elektrifisering i Europa er bare i startfasen.

[Moqast @Moqast]

@HegeKrHult Tror kodeord ja! Mat blir jo brukt som kodeord av de amerikanske vennene hans - pizza, Club soda, Chinese cookie osv