Daniel Nielsen

Two AI headlines. Same day. Completely opposite stories. 📈 Intel +20% after-hours • Revenue: $13.58B vs $12.42B expected • EPS: $0.29 vs $0.01 expected • Data center AI division +22% YoY • Deals with Google, Elon Musk's Terafab, Tesla CEO: "The CPU is reinserting itself as the indispensable foundation of the AI era." 📉 Meta laying off 8,000 people — 10% of workforce • Cuts begin May 20 • 6,000 open roles scrapped entirely • Reason: needs the money for AI investment instead The market will cheer both. Intel: earnings beat = buy signal. Meta: cost cuts = higher margins = buy signal. And I get it. As an investor, efficiency matters. But I keep asking the same question: What do the 8,000 people do next? AI is the biggest opportunity of our generation. I genuinely believe that. But if we're not careful, we end up with a tiny group capturing all the value at the top — and an entire workforce that never gets to contribute. That's not a distant risk. It's happening now. Bullish on AI. Worried about the side effects. #Intel #Meta #AI #Investing #TechEarnings #Jobs #Markets

BREAKING: Iran declares the Strait of Hormuz "completely open" for commercial vessels. Markets reacted instantly: 📈 S&P 500 → ALL-TIME HIGH 📈 Nasdaq → ALL-TIME HIGH 📉 WTI crude -12% to ~$83 📉 Brent -11% to ~$88 📉 Heating oil futures -13% This is the reverse of the entire trade that played out over the last 7 weeks: ❌ Oil spike → inflation fear → rate cut delays → stock pressure ✅ Oil crash → inflation cools → rate cuts back on table → stocks rip Crucial nuance: Trump says the US naval blockade remains "in full force" until a peace deal is signed. This is not over — but the direction has shifted dramatically. Ceasefire expires April 21. Negotiations resuming. Watch that date. I'm staying in my positions. This is the rally I was positioned for. #Iran #Hormuz #Oil #Markets #Investing #SP500 #eToro

Bank earnings week is here. Here's what I'm watching 🏦 Goldman crushed it yesterday: ✅ Revenue $17.2B (2nd highest ever) ✅ EPS $17.55 vs $16.49 expected ✅ Record equities trading revenue Today: JPMorgan, Citi, Wells Fargo The 3 numbers that matter: 1⁄ Net Interest Income — are higher rates still helping margins? 2⁄ Loan loss provisions — are they bracing for defaults? A spike here is a warning signal. 3⁄ CEO guidance language — Jamie Dimon will say something important about Iran + the economy. He always does. The big story beneath the numbers: Volatility is GOOD for bank trading desks. The Iran conflict + tariff chaos = record trading revenues at Goldman. Irony: the macro chaos that worries investors is literally making Wall Street richer. Watching closely today. Will update. #Banking #Earnings #JPMorgan #GoldmanSachs #Investing #Markets

Trump just announced a naval blockade of the Strait of Hormuz. Here's what this means for your portfolio 🧵 1/ The Strait of Hormuz carries ~20% of global oil supply. Closing it is not a minor event. 2/ Oil is already up 7%+ this morning. Brent crude back above $104. This is inflationary — full stop. 3/ Higher oil = higher inflation = Fed delays rate cuts (again). Bond markets are repricing right now. 4/ Last week markets rallied 3.6% on ceasefire hopes. This morning futures are down 1%+. That's the volatility cycle we're in. 5/ This week is also Q1 earnings season. Goldman, JPMorgan, Citi, Wells Fargo all report. Strong earnings could offset geopolitical fear — or get buried by it. 6/ My positioning: I'm staying in my momentum strategy. Not adding oil exposure now — that trade was two weeks ago. Watching energy names I already hold. 7/ The key question isn't "should I sell" — it's "does this change the 2-3 year thesis for my positions?" For most quality companies: no. Stay patient. 🇺🇸🇮🇷☠️ #Investing #Markets #Oil #Iran #Hormuz #Stocks #eToro

Trimming my portfolio in real time. Here's my thinking 🧵 The Iran conflict just triggered the biggest oil supply shock in history. Brent crude up 40%+ since the fighting started. The Strait of Hormuz — 20% of global oil — effectively closed. This changes things. Here's what I'm actually doing with my money right now 👇 Selling: Positions with negative momentum where I don't see a near-term reversal. No point holding something that's trending the wrong way in this environment. Raising cash: Not because cash is safe — inflation will eat it. But because dry powder = options. Buying: Companies with low conflict exposure, or those that quietly benefit from exactly this kind of macro environment. Not panicking. Not pretending nothing is happening either. Markets historically recover 3–6 months post-conflict. But which stocks recover fastest matters more than ever right now. What's your move? 🔴 Going cash 🟡 Holding steady 🟢 Rotating into energy/defense 🔵 Buying the dip Drop it below 👇 #investing #stockmarket #eToro #Oilprices #popularinvestor Not financial advice. Always do your own research.

Novo Nordisk drops 16% today, do you have them in your portefolio? 📊 #Stocks #buythedip #Novonordisk

@LeandinhoDK Står desværre på samtlige nyhedsmedier nu 😭😭

Får ondt i maven over meldinger fra Marca om Diogo Jota, der skulle være involveret i et biluheld med dødelig udgang 10 dage efter at være blevet gift. Især fordi ingen britiske medier eller LFC selv har meldt noget som helst ud. Håber inderligt, det er en utilgivelig and.

@DennisJensen11 @OddsEkspertdk 😍

VM startede med et brag 🙌 2 spil, og 2 stensikre ✅ på @OddsEkspertdk Følg med derinde, 9 units er allerede blevet til 16,6 🙌

@LeandinhoDK Ja jeg sad og lavede byg selv på Kambi, lige da klokken slog 15:00 steg FCM sejr til 1,93 og -1 steg fra 2,75 til 3,25 indenfor få sekunder 😄

@Danielvnielsen Voldsomt! Jeg kunne se 1,88 inden oddsfaldet op mod kickoff som sendte gennemsnits-prisen ned, men 1,93?! 🫨

For 2. kamp i træk (Frankfurt og VB) er der mange, mange penge fra de kloge spillere mod #Midtjylland. I dag ender FCM i 1,80 (!) i Vejle v. kickoff og 2,15 live inden Gogorzas mål Mod Frankfurt var det berettiget - i dag forholdsvis stor cruise control mod et ufarligt VB-hold

@DBetdk Virkelig god værdi! Tjek linket ud og læs mere om kampagnen 👏

Min samarbejdspartner Expekt har lanceret den vildeste sportskampagne jeg har set i mere end 10 år 😁 De fordobler gevinsten på alle byg selv væddemål hele sæsonen på Superligaen 🔗 d-bet.dk/expekt-dobbelt… #betting #tilbud #18+ #Superliga #Odds

@LeandinhoDK @SpilXperten Hvad er dit take på den situation omkring 40. Minut? Bolden er på vej udover sidelinjen og den Tjekkiske spiller har ingen chance for at nå den men vælger at gå i ryggen på manden og skubbe ham ud i banden. Hensynsløst og farligt bør vel give gult? 🤔

Odds 🔟 i går 🔥✅ Odds 6️⃣ i dag 🧀✅ #LeandersLuringer @SpilXperten begynder at finde formen 🤝

@iGE_UK Spread betting launch 5 days ago, and 5 hit in a row! 🔥🔥 No way it will be 6 in a row 🤔

🏆 Another victory for iGE! Our latest 5 #bettipngtips in the spread bet category have been winners! Don’t miss our spread bet tip for tonight’s big clash: #England 🇬🇧 vs #Denmark 🇩🇰 at UEFA #EURO24 ⚽️ Check it out and join the winning streak: 🔗igamingexplorer.co.uk/betting-tips/t…

@kuerten77 @kuerten77 Har du en e-mail eller lign. Man kan skrive til dig på? Har interesse i at præsentere dig for et projekt hvor jeg ønsker dig som tennis ekspert. Har fulgt dig i 4-5 år efterhånden med god succes.

Vi har godt nok vores Taylor Fritz som Quarter vinder oppe på tipperen.dk til odds 6,50. Men man kan få 4,75 lige nu hos Danske Spil, hvilket er helt på månen. Fritz er maksimum omkring 4, da han er nede i 1.6 mod Rune nu. Rune står også i 4.75, hvilket er ulogisk.

@LeandinhoDK @rockstar_13_ Vildeste dart kamp jeg har set meget længe! Synd der skulle findes en taber af den kamp! 🎯🔥

Se afslutningen på Humphries - Cullen, hvis du ikke har set den her til aften. Jeg råbte af mit fjernsyn flere gange. Fuldkommen fantastisk kamp. Giv @rockstar_13_ det største kram i verden.

@LeandinhoDK Hold nu kæft cashpoint og danskespil er en joke! 😂

Stort tillykke med Spilkortet. Så fint med alle de noble initiativer - for bookmakerne er det også en måde effektivt at udelukke vindende kunder på. Her en intern, lækket besked fra en af de bookmakere jeg primært spiller i kiosk hos, men hvor jeg fra i dag af afvises blot jeg forsøger at spille 10 kr på hvad som helst. Til gengæld må jeg tabe ALT det jeg vil på 1-armede automater, lignende casinospil, virtuelle hunde og alt det afhængighedsskabende pis.

@LeandinhoDK 365 gav odds 1,8 på Kuss inden dagens etape 😵

Med dagens udtalelser fra #Vingegaard virker det decideret penge-allergisk ikke at spille #Kuss som vinder af #Vuelta2023 til 1,60. Hvad er det, jeg som cykel-ignorant misser i ligningen?

@tipperenDK @__CryptoViking_ @JesperK7 @9graver @Tahi_Adam Daniel1994 og tak for fed konkurrence 🔥

Sorry, 5 gutter! @Danielvnielsen @__CryptoViking_ @JesperK7 @9graver @Tahi_Adam

🚨KONKURRENCE🚨 Gæt resultatet af kampen imellem Manchester City og Newcastle og vind 14 dages PRO adgang til Tipperen. tipperen.dk/side/betalings… Svar i denne tråd inden 13:30 med dit bud på et resultat. Vi trækker 3 vindere imellem de rigtige besvarelser.

@tipperenDK 2-0