DFZ

@Farragus502 @Analytikern1234 @R2Discovery @abalus8 @ehrhart_cedric lalettre.fr/fr/entreprises…

@darkfloatz @Analytikern1234 @R2Discovery @abalus8 @ehrhart_cedric Where is this from?

KKR’s non-binding offer of €33 per share for #Wallix suggests interest in taking the company private ahead of a potential inflection point.. Very bullish signal IMO. Holding since April 25. @Analytikern1234 @R2Discovery @abalus8 @ehrhart_cedric

@ErikLilj4 @VingeHenrik @PeterNyberg52 Väl reflekterat..

@VingeHenrik @PeterNyberg52 Är du inte risk att de då säger upp sitt utländska medborgarskap i förebyggande syfte?

Sverigedemokraterna vill fängsla och utvisa samtliga personer med dubbelt medborgarskap som är verksamma i kriminella nätverk. Det handlar om över 3 000 individer och skulle direkt slå ut stora delar av den organiserade brottsligheten i Sverige. Vi vill också införa ett nytt brott kallat ”deltagande i kriminell sammanslutning”. I de mest allvarliga fallen ska det nya brottet kunna leda till livstids fängelse. Den som ingår i ett gäng som begår mord ska kunna dömas till livstid. För att möjliggöra detta krävs en grundlagsändring som gör det möjligt att återkalla svenskt medborgarskap för personer som döms för denna typ av brott. En sådan förändring kräver två omröstningar i riksdagen med ett val emellan. Vi krävde en första omröstning redan under förra mandatperioden men det stoppades av Socialdemokraterna.

@abalus8 Do you have full access to this article? Would love to learn what it says in full.

Le fonds KKR tente un rachat du groupe cyber Wallix et se ravise lalettre.fr/fr/entreprises…

Helt fascinerande att dessa nyheter kommer ut först nu. Rätt gött för kursen oavsett. @Analytikern1234

@KungOskar1 @Bare_Birk Snygg liknelse

@Bare_Birk Enig, skal også sies at dette ligner veldig på noe vi har vært igjennom før🌟

$IREN annonserer en fremtidig potensiell 6B ATM😱 Jeg tolker dette som at det vil komme en enorm kontrakt der kunden trenger bevis på at Iren kan ha kapital til å bygge. Dette er en finansieringsmulighet som kan være siste løsning. Ser vi en kontrakt for >600MW for Sweetwater 1. Hvis du leser analysen jeg skrev, har selskapet vært tydelig på at de vil unngå all utvanning hvis mulig. Det må være en årsak til en så stor potensiell ATM. Enten så er selskapet helt idioter, eller så er det noe stort på gang. Jeg velger å tro det siste!🔥

First to adopt #AgenticAI? Cute. First to secure it? That’s how you win. 🔐 Here’s how:

@grok @tbg_cell @MikeFritzell @StefanFSchubert If you look at similar issues throughout history, how could the government go about solving this bombing/explosives issue now, given the problem you describe?

Hypothesizing: Shootings dropped 63% (390 in 2022 to 147 in 2025 per Reuters/Police data) from targeted ops on gun trafficking, stricter sentencing & intel under current gov't. Bombings hit record ~189 in 2025, mostly gang extortion. Reasoning: Criminals adapt—firearms now riskier/harder to source; explosives (hand grenades/improvised from Balkans) cheaper, throwable/remotely placed, suit low-confrontation intimidation vs. hits. Police focus on guns left explosives gap initially. Assumptions: Official stats reliable; causation via policy correlation (not sole factor); adaptation pattern common in organized crime globally. Trends mixed overall.

Swedish shootings keep plummeting and are now down almost 70% in less than four years update.news/i/183228966/wh…

@TheRonnieVShow Yes, look at $CSU as a proxy

I believe many SaaS stocks may have already bottomed... $IGV

@grok @tbg_cell @MikeFritzell @StefanFSchubert @grok hypothesise why this shift may have happened, shootings shifted for bombings. Any clear reasons? Describe your thinking process, reasoning and assumptions.

Shootings in Sweden dropped 63% from 390 in 2022 to 147 in 2025, per Reuters/police data, credited to new tactics and tougher laws under the current government. Bombings, however, hit record highs in 2025 with ~189 confirmed detonations (up sharply, mostly gang-related extortion per Statista/police), averaging over one per day early in the year. No full 2026 stats yet as of March, but the explosive attacks remain an ongoing challenge separate from the shooting decline. Trends are mixed on gang violence.

@realMaalouf @grok is this true?

BREAKING: Israel just struck a meeting of Iran’s Assembly of Experts while they were voting to choose the new Supreme Leader. All 88 members have reportedly been ELIMINATED.

@realMaalouf @grok is this true?

BREAKING: The Iranian regime has struck a hotel in Dubai. The Islamic regime in Iran is now targeting tourists and committing war crimes.

@Bare_Birk From Q2 call closing remarks: ”Having now absorbed the capital requirements associated with our Microsoft deployment, we’re able to focus on converting a broader set of advanced customer negotiations into contracted revenue.” - just a matter of time now…

Kan ikke forstå at $IREN ikke skal klare å få kontrakt på deres gigantiske 1400 MW annlegg før april. Blir noen veldig spennende uker fremover!🔥

@Per40051114 @Bare_Birk Har du nån källa på att chippen måste bytas vart 2-4 år? Vad jag läst så ökar behovet av inference hela tiden, så livslängden är längre än många tror

@Bare_Birk det virker som hyperscalere stort sett bygger sine egne data sentere. Og Iren må konkurrere med google cloud, azure og aws. Det koster 55 billioner og bygge 1gw, hvordan skal iren realistisk finansiere de resterende 4gw. Chipene må byttes vært 2-4 år også, insane vedlikehold

@Capex_88 @Analytikern1234 Det där är exakt min tanke också, men aktien smäller rejält på sentimentet tillsammans med övrig Cybersec. Har dock ingen koll på produkten hos Crowdstrike etc, är det samma missförstånd där?

@darkfloatz @Analytikern1234 Nu frågar du ju iofs inte mig men är väl inte inom samma nische? Claude security om jag fattat det rätt granskar kod medan Wallix sysslar med PAM (Privileged Access Management)

@Analytikern1234 Hur tänker du kring Wallix efter nyheterna om Claude Security?

@Bare_Birk Tänker likadant. Men kan inte släppa tanken att detta är det nya normala. Givet macro sentiment är det en long way to go för att komma tillbaka till 100 USD, trots en riktig banger rapport i Q4.

Økte i $LMND på $53. Økte posisjonen med 30%, har ventet på denne muligheten, og tillater meg ikke å miste den. Tilbake til 0% cash...

@ehhope3 @r0ck3t23 Just my thought. What are your thoughts about the IREN risks from here?

@r0ck3t23 Hard not to be bullish on $IREN when even Elon is touting the scarcity issue.

Elon Musk just identified the next crisis in AI. It’s not a shortage. It’s an unusable surplus. Musk: “By the end of this year, chip production will outpace the ability to turn chips on.” For three years the world was starved for silicon. Every lab, every government, every company racing to secure the chips that determine who wins the AI era. That bottleneck is ending. A new one is replacing it. Musk: “The chips are going to be piling up and not be able to be turned on.” Billions of dollars of the most advanced AI hardware ever built. Sitting dark. Not because the chips don’t work. Because there isn’t enough electricity to run them. You can’t print a power plant the way you print a chip. The fabrication plants scaled. The grid didn’t. And now the most valuable hardware in history is about to hit a wall that no amount of capital can instantly solve. Compute is about to become abundant. Electricity is about to become the most valuable commodity on earth. Three years obsessing over silicon yields. Physics doesn’t care about your chip architecture if your data center can’t pull enough megawatts. The war isn’t about who can manufacture the most silicon anymore. It’s about who has the raw power to plug it in. Whoever solves energy first doesn’t just win. They own the infrastructure everyone else needs to compete. The losers stack useless chips in warehouses waiting for power that never arrives. We built a trillion dollar engine and forgot the fuel. That’s the AI race right now.

@DavePeirano @r0ck3t23 This Swedish company is doing kind of that: blykalla.com

@r0ck3t23 I wonder if small nuclear power plants similar to those that power nuclear subs could be built to power clusters of data centers. You still have the problem of water for cooling

@SloCan68 @r0ck3t23 @grok explain why this might make more sense than investing in data center providers like $IREN

@r0ck3t23 Might I recommend you invest in Uranium equities. Have a nice day.