Emil Regin Brodersen

@pelledragsted har i styr på det i @Andel_dk ?

Long $AMZN. Incredible empire

@dagensaktiedk helt vildt. sidst jeg kan huske så eksplosiv stigning i Norden var fingerprint cards 😬😊(ikke at de ellers er sammenlignelige overhovedet

Det er svært ikke at undre sig lidt over så stærkt det er gået med $SIVE.ST Man kan at ærgre sig over at man har solgt flere gange, men man kan også være bare at glæde sig over at man nu har en gratis lottokupon 😍

@thorborg Og hvad værre er vil de nok kigge tilbage med vantro på nutidens skolesystem, hvor vi bænker børn i 10 år og forsøger at lære dem ting de ikke interesserer sig for i samme tempo

- Jeg tror, at vi om 20 år vil kigge tilbage på i dag og tænke, at det var en slags slave-samfund, hvor man arbejdede 37 timer om ugen. - Ligesom at vi har kigget tilbage på fabriksarbejderen, der arbejdede 50 timer om ugen. Her vil vi have den samme tanke om det arbejde, som vi laver i dag, siger Martin Thorborg. nyheder.tv2.dk/business/2026-…

@TarpCPH I tror vi er idioter

Den her mand ville være landets samlende statsminister…

Based that $ROKU earnings call just goes straight to Q&A

"Robinhood doesn't have room to grow their revenue is peaking" Yeah no way they can grow with that already massive 1% market share in equities, crypto and margin not to speak of their 0.0001% market share in credit cards and 0.0000001% market share in banking and advisory $HOOD

When I was 9 years old, my grandmother gave me a copy of the Odyssey for Christmas. A version re-written into plain Danish and with beautiful illustrations. An incredible adventure with explicit content about tragedies, love, violence, death, and sex. I loved that book and read it multiple times.

Tak, nu fik jeg også lige læst lidt mere. BE's løsning er mere simpel fokus på el-generation mens FCEL også integrerer køling. Men de har slet ikke samme produktionskapacitet og ingen store deals endnu. Hvis man skulle gøre noget er det en lille spekulativ position alene fordi den har hype-potentiale. Og hvis de annoncerer bare én aftale med en af de store, så eksploderer den nok opad 😊

@EmilRegin Hver deres teknologi. BE - Solid Oxide Fuel Cells (SOFC) FuelCell - Molten Carbonate Fuel Cells (MCFC) Bloom er langt forbi idéstadiet, så kunderne kan vælge dem og få brændstofsfleksibilitet, grid-uafhængighedpå en moden teknologi. Den store forskel er co2 fangst delen

Dagens aktie er FuelCell Energy $FCEL ⚡ FuelCell Energy udvikler og driver højtemperatur-brændselsceller til ren elproduktion og er positioneret i skæringspunktet mellem carbon capture, brintproduktion og distribueret energi. Selskabet betjener alt fra forsyningsselskaber og datacentre til hospitaler og kommuner med teknologi der kan operere på naturgas, biogas eller brint. ⭐ Quant Score: 1.4/10 💪 Styrker ⚗️ Unik carbon capture-kapabilitet der åbner for 45Q-skattekredit på op til $85/ton CO2 🤝 Strategisk partnerskab med ExxonMobil om storskaleret industriel carbon capture 🏭 Operationelt Toyota Tri-gen-anlæg ved Port of Long Beach validerer kommerciel levedygtighed 🔋 Voksende efterspørgsel fra AI-datacentre efter 24/7 ren baseload-strøm passer præcist til FCELs teknologi ⚠️ Risici 📉 Har svært ved at se virksomhed genere frit cashflow langt ud i fremtiden. 🏛️ IRA-rollback under Trump-administrationen truer direkte 45V og 45Q-kreditterne som er afgørende for projektøkonomien 💸 Vedvarende cash burn på kombineret med gentagne aktieemissioner udvander løbende aktionærerne 📊 Portefølje Jeg ejer ikke selskabet og der jeg følger det udelukkende for at følge udviklingen i sektoren. Teknologien er interessant, men som investering bliver den en tand for spekulativt og kreativt for mit vedkommende.

@CaesarCapitalz Vlad is a big believer in prediction markets as a concept so it's there to stay. Sports might be stopped by regulation that wouldn't surprise me.

@EmilRegin My doubt is whether this is a long term product or not for $HOOD.

Is $HOOD losing the plot? 🤔 Robinhood says its core mission is to "democratize finance for all." Product innovation has always been one of $HOOD’s biggest strengths. So, what’s happening? The first thing you have to ask yourself is: what do investors want? I mean investors, not gamblers. Investors have recently shown interest in purchasing international stocks, but all I see from $HOOD is more focus on prediction markets than on other products. $IBKR is seeing a huge increase in new users simply for this reason: they offer access to international stocks. I don’t think the numbers are THAT bad… I just think Robinhood should go back to focusing on long term investors instead of short term gamblers.

@HertzyTrades Someone sees through the noise. Great summary. Robinhood steadily building a mega biz.

@realroseceline $HOOD Gold subscription is great value for money and directly inspired by the CostCo model. They've forced industry to reduce commissions on equity trading. It's also a good thing that they are getting a younger group of people started with investing. That's all win-win-win.

One thing that doesn’t get talked about enough in investing is the foundation of the business model itself. As I’ve gotten older, I care less about the story and more about how the model actually works. Because in the end, the model is what drives everything. The most elite businesses are what I call “win win win”. The customer wins, the partner wins, the supplier wins, and over time your company wins because it facilitates the value creation for everyone. That kind of alignment is special, and when you find it, it tends to compound in a very durable way. What makes this even more interesting is that great business models don’t just serve customers, they shape behavior. For example, $HOOD is designed to encourage you to trade more, stay active, and engage constantly. $COST is designed for you to buy in bulk, save money, get a great deal and think long term. Over time, the business doesn’t just make money from the customer, it actually changes the customer. Time is the hidden variable most people miss. You have to ask a simple question. Does this business win with me over time, or off me over time? Some models make more money the more you act, and as Warren Buffett has said for decades, as activity increases, returns decrease. A simple way to think about it is this. If the best customer is the one who does nothing, the model is aligned. If the best customer is the one who does the most, be careful. It is not always bad, but it tells you a lot about the incentives and the foundation of the business model. These incentives don’t just stay on the surface, they show up later in second order effects. Misaligned models tend to create churn and weaker trust over time. Aligned models tend to build loyalty, pricing power, and organic growth that compounds without friction. You see this across many industries. Casinos make money when customers lose. Businesses like $NFLX or $PLTR work best when customers feel like they are getting more value than they pay for. In a way, the structure of the model determines the outcome. As you mature as an investor, this starts to matter more and more. You begin to look for those rare situations where incentives are aligned across the entire system, because those are the businesses that tend to do best and compound the longest. So look for “win win win” models. 🌹

@commonsenseplay I literally closed my short positions just days before they ran up 60%. Of course shorted them again. Can’t believe my luck. Redistribution from retard-maxxing Koreans to me I guess. 😅

Beginnings of Quantum collapse round 3? $IONQ $RGTI $QBTS $QUBT

@HoodandHumor @RobinhoodApp @vladtenev is this what they call retard-maxxing?

How's your week going? @RobinhoodApp $HOOD @vladtenev

@Kaizen_Investor Calling $HOOD slow is laughable. Numerous examples. Saying prediction markets aren't demanded when it's their fastest product line to reach $100m ARR also laughable. The furniture stuff is just fun. A company with a fun vibe is a healthy sign and Vlad is funny as hell.

Maybe I’m not allowed to speak as I’m sold at $70 and $HOOD is still at $72 at the moment. But it’s not that you couldn’t see this coming. Robinhood has a wonderful platform and had a disruptive business model. But the financial industry is changing rapidly and Hood is just too slow or ignorant. As Jobs beautifully described once, the tech needs to fulfill the needs of the customer. You start from the customer needs and build your platform/tech based on that. Lately, hood is doing it the other way around. Investors did not ask for prediction markets or fancy chairs you can buy on the platform. Yet, they are forced upon it. Investors want fast and cheap access to all markets and financial products. $IBKR for example gave investors access to European markets and recently even to Korean markets. They feel the customer needs and act upon it. $HOOD will keep on innovating and probably find a way back but they need to do it the right way.

@AndersReiche Haven't they produced an L every single quarter of their existence?

While you guys have been buying fake hype “AI” stocks, I have quietly (not quietly) been accumulating an actual AI company, that’s showing it in the P&L, and not just the L. $LMND 🍋

@ondrejslunecko Always found those types of statements logically inconsistent. If you have dry powder it’s because you reserve the opportunity to deploy it under certain conditions. If those conditions arise you fully deploy all the powder. Otherwise there’s no point. 😊

Dry powder wins wars. The best investors are never fully out of options.

Gotta love $HOOD doing outdoors earnings call ☀️⛱️