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@ledarsidorna_se @jonsson_henrik @DemoskopAB Nej men DN och SVT gör. Därav reaktionerna.

@jonsson_henrik Tror du verkligen på @DemoskopAB undersökningar? Självrekryterad panel som har så låg datasäkerhet att de inte är kvalificerade att mäta försvarsviljan åt FM/Nato. Jag har elva e-postadresser registrerade i Inizio-panelen och ingen har reagerat att det är en och samma person.

Liberalerna får rekordresultat efter högersvängen. SVT och DN:s redaktioner har kallat in krisstödspsykologer.

@HWLinvest Är det här ett parodikonto?

TRUMP DEKLARERAR SEGER: ”IRAN ÄR FÄRDIGA, NU DRAR VI OSS UR” Efter att ha krossat Irans militära förmåga på rekordtid meddelar President Trump nu: ”I consider winding down our great Military efforts in the Middle East.” Han gör det tydligt att jobbet är gjort och att USA inte tänker stanna i onödan: ”Oh, I think we've won. We've knocked out their navy, their air force. We've knocked out everything. We're roaming free!” Enligt Trump är Irans militär numera bara ett irritationsmoment i sjöfarten: ”All they're doing now is clogging up the strait. But from a military standpoint, they're finished!” Nu när hotet är borta militärt: Hur tror ni sundet kommer säkras? Blir det allierade som faktiskt nyttjar rutten som får börja ta ansvar, eller planerar USA att ta total kontroll själva?

@Ten_Bagger Everyday is a fucking geopolitical event, that’s the problem.

Låt se om historien upprepas, eller om det är skillnad denna gång. Givet de stora volymerna i fredags (opex), så bör en temporär botten vara nära i tid inför ett motrally in i maj.

@SteveBarton101 @grok tell a lazy investor what to buy according to the article

Joe Mazumdar of Exploration Insights joins the discussion to explain how his research process identifies high-quality opportunities in the junior mining sector. 👉 Watch the Full Episode: youtu.be/pvLRB8Kpmi8  👉 Learn More: explorationinsights.com 📩 Subscribe to my Substack: stevebarton.substack.com/?r=4vcyii&utm_…  👉 Subscribe to my Technical Analysis Series: stevebarton.gumroad.com/l/TechnicalAna…  Recording Date 3-9-2026. With a background in exploration geology, mining finance, and corporate development, Mazumdar focuses on combining technical analysis with on-the-ground due diligence to evaluate whether exploration projects and development companies have the potential to succeed. Mazumdar describes how his work involves reviewing companies, meeting management teams, and conducting site visits to validate geological potential and operational realities before adding projects to his investment portfolio. He also shares insights from recent industry conferences, discussing how investors are increasingly prioritizing stable mining jurisdictions such as the United States, Canada, and Australia while geopolitical risks continue to influence capital flows. The conversation also explores commodity outlooks, the growing role of institutional investors in the mining sector, and how rising energy costs and supply chain pressures may impact producers, developers, and exploration companies moving forward. Key Insights in this episode ✅ Joe Mazumdar explains how he evaluates junior mining companies.  ✅ His process focuses on strong management and solid geology.  ✅ Site visits help confirm whether projects are worth investing in.  ✅ Investors are favoring stable jurisdictions like the U.S., Canada, and Australia.  ✅ Gold, silver, and copper are key commodities in today’s market.  ✅ Larger funds are starting to invest in mining companies.  ✅ Rising energy costs could increase mining operating costs. #MiningStocks #Gold #Silver #Copper #Uranium #Nickel #Commodities #JuniorMining #ResourceInvesting #CriticalMinerals #MiningIndustry #EnergyMarkets #OilPrices #NaturalGas #CommodityMarkets #PreciousMetals #BaseMetals #Exploration #MiningInvesting #GlobalEconomy #SteveBarton #InItToWinIt

@samhallsmelodin @PatrikGabriels1 @grok vad är anledningen till det?

På dagens kommunstyrelse i Sundbyberg yrkade SD på att vi inte ska flagga med Pride-flagga, och KD på att vi inte ska flagga för Pride, och heller inte med tex samiska flaggan på samernas nationaldag.

@grok @TureMasing Förklara sista meningen och förklara förkortningarna och om du tror aktiekursen har potential att stiga om guldet stiger.

Ja delvis. Canagold har ~1,1M oz guld (indicated) + ~5 630 ton antimon som biprodukt i New Polaris (lättillgängligt i gruvplanen). Antimon är kritiskt för ammunition (hårdar bly). Marknadsvärde ~0,1B CAD. FS visar NPV upp till 793M CAD vid högt guldpris + 1,1B FCF. Inte 32-bagger senaste 5 åren (mer som 4x), men "guns & gold"-temat håller med potential.

Guns&gold Canagold sits not only an a million oz of gold (possibly millions) but also on a huge easily accessible pile of antimony used for ammunition. Critical for ammunition. Guns and gold/Worth several billion dollars (market cap 0.1B)/32-bagger in 5y canagoldresources.com/canagold-accel…

@Ten_Bagger Tack för bra video! 👊 gärna guld /silver och bitcoin nästa gång om du hinner. Och hur ska man allokera i perioder man tror kan vara tuffa för börserna. 🙏

Veckans video är här! Vissa veckor känns som två och denna är en sådan. ▶️youtu.be/qN5YnpV1t6k I förra videon varnade vi för ökad risk för rekyl på global basis även om vi inte spekulerade i ett krigsutbrott i mellanöstern (även om det inte var oväntat), men det fanns klara signaler på att uppgångarna började avta i styrka. Frågan är nu om vi sett botten eller om det finns mer nedsida att vänta mot mitten av mars? Här bör februari-botten på SPX 500 vara en vägvisare där en tydlig stängning under denna ökar risken för kurser ner mot 6500 kommande 1-1,5 veckor. Det skulle vara ytterligare -3,7% från idag. Generellt är USA fortsatt i en stor konsolidering sedan oktober och vi ser relativ styrka i tidigare svaga techbolag och sektorer. Rotationen går ur cykliskt & bank och in i tillväxtbolagen igen. Så länge som pengar roterar och inte lämnar börsen blir det inga större fall på de amerikanska huvudindexen. Jag tror fortfarande att de kommer senare i vår, men inte nu. I veckans video kikar vi på marknadens hedgar, säsongsmönster, sentiment, OMXS30, OMXSPI, SPX, NDX, Techbolag, S&P 500 EQ Weight Index, US10Y och avslutar med oljan! Mycket nöje, tack för veckan och trevlig helg 🥂 /David

If you haven’t watched “Trading in the Zone” by Mark Douglas, you’re missing the real foundation of trading. Just 22 minutes.👇📊 But it can change how you think about the market forever. Because your real advantage isn’t on the screen, it’s in your psychology. 🧠

@SparGeneralen Vilka bolag då?

Det är så många i den här marknaden sista månader som har sålt bort sig rejält i många fina bolag. Många av bolagen som slaktas "för att ai kommer ta över allt" kommer att dubblas i kurs nästa våg upp. Tro inget annat. Vinnarna är de som vågar köpa idag. #finanstwitter

@F_Lindberg @grok what does that mean?

$Neon

@Kaizen_Investor @grok analyze the current valuation please.

$PL remains my highest-conviction play in the space economy. Based on current fundamentals and their expanding contract pipeline, I see a clear path to a 300% upside from these levels. Price target: $23.91 -> $67.3 Most investors look at Planet Labs and see satellites. They see capital expenditure. They see launch risks. They are missing the forest for the trees. Planet Labs is not a normal space company. Planet Labs is a SaaS Database company with cameras in orbit. Here is the thesis for $PL based strictly on the fundamentals and the unique economics revealed in their 10-Ks and 10-Qs. 1. The One-to-Many Economics (The Margin Story) This is the single most important concept in the Planet Labs bull case, and it’s buried in their Description of Business filings. Traditional space companies (like Maxar or BlackSky) operate on a Tasking model. - Customer wants a photo. - Satellite moves. - Photo taken. - Result: 1 Unit of Cost = 1 Unit of Revenue. Planet operates on a Monitoring model (Always-on). The constellation scans the entire landmass of Earth daily. The data goes into the database. Customer A (Agriculture) buys the data. Customer B (Defense) buys the exact same data. Customer C (Finance) buys the exact same data. The Unit Economics: You pay for the satellite once. You sell the same pixel infinite times. This is why their Gross Margins are expanding toward software levels (aiming for 70%+ long-term targets), vastly superior to traditional aerospace hardware margins. 2. The Unreplicable Moat: The Time Machine In their Annual Reports, Planet highlights their proprietary archive. Competitors are launching satellites today. Great. They can show you what the world looks like today. But if an intelligence agency needs to know "When did China start building this runway?" or a hedge fund needs to know "How has this crop yield changed since 2018?", only Planet Labs has the answer. They have an image of every spot on Earth, every day, going back years. Competitor Lag: 10+ years. Barrier to Entry: Impossible. You cannot launch a satellite today to take a picture of yesterday. This archive is the training data for the world's geospatial AI. You cannot train a model on change-detection without historical data. $PL owns the training set. 3. Financial Stability (The Anti-SPAC) While the space sector is littered with bankruptcies (Virgin Orbit, Astra), look at the Balance Sheet from the latest filings: Cash & Cash Equivalents: Significant liquidity (approx ~$200M-$300M range depending on the specific quarter, usually ~30% of market cap). Debt: Negligible to zero. They are not desperate for cash. They are playing the long game while competitors starve. 4. The Quality of Revenue Reviewing the Key Business Metrics in their filings reveals why this is a high-quality asset: Recurring ACV (Annual Contract Value): Consistently >90%. This implies their revenue is sticky. Once a government or agricultural giant integrates Planet data into their workflow, they don't churn. It becomes a utility like electricity. Net Dollar Retention (NDR): Frequently >100%. Existing customers aren't just staying; they are spending more every year. 5. The Sleeping Giant: Government Contracts The 10-K highlights a shift in strategy: From Data to Solutions. We are seeing a massive transition in US Government (USG) spending. The NRO (National Reconnaissance Office) and NGA (National Geospatial-Intelligence Agency) are moving from buying satellites to buying commercial data. EOCL Contract: A multi-year validation by the NRO. NASA: Renewed and expanded usage. Planet is already embedded in the US federal ecosystem. As geopolitical tensions rise (Ukraine, Middle East, Taiwan Strait), the demand for "Daily, Global Transparency" becomes inelastic. The Valuation Disconnect The market treats $PL like a speculative de-SPAC. But the filings show a company with: SaaS metrics (90%+ recurring revenue). Tech monopoly (Daily scan). Fortress balance sheet (High cash, no debt). The Catalyst: The launch of the Pelican (high-res) and Tanager (hyperspectral) constellations. Pelican closes the resolution gap with Maxar. Tanager opens a new market in carbon/methane detection (ESG compliance). Summary: You are buying a monopoly on daily Earth data for roughly the price of the cash on their books plus a small premium. When the market realizes this is an AI/Data play and not a Hardware play, the multiple expansion will be violent. Note: Not financial advice, do your own research.

@grok @PhHofbauer @RaoulGMI Give examples of crypto except bitcoin please.

The Universal Code by Raoul Pal synthesizes macro trends into a framework explaining economic cycles. At its core, it's deeper than just liquidity cycles, debt supercycles, or demographic waves—it's about their interplay driving an "Exponential Age" of tech-driven growth amid global challenges like debt and aging populations. For crypto: It implies massive upside as liquidity floods in, positioning crypto as a core asset in this paradigm, with Bitcoin and alts poised for exponential rallies tied to AI and Web3 adoption.

This might be the most uncomfortable article I'ever ever published. It is easily the most ambitious. The Universal Code is the culmination of 30 years of macro thinking... but its a LOT more than just macro. x.com/RaoulGMI/statu…

@grok @finbarr ETF’s?

Summary: Finbarr Taylor's "In Defense of SaaS" argues that despite the 2026 SaaS stock crash—e.g., Salesforce down 27% YTD, Microsoft at 26% drawdown, Oracle halved—due to AI disruptions and slowing growth, the model remains robust with recurring revenue and adaptation potential. Investment suggestion: Look into undervalued leaders like Microsoft or Oracle for potential rebounds (analysts see 48-74% upside), or AI-focused SaaS like ServiceNow. Diversify and consult a financial advisor—markets are volatile.

@RaoulGMI @grok what companies or etf’s would benefit from this?

One thing I know for sure that no one. Absolutely no one. Not me, not you, are ready for AGI brains in humanoid robots. It is coming in the next 10 years and it no political system or society is ready. If you want a frame of reference watch this series en.wikipedia.org/wiki/Humans_(T…

@grok @RaoulGMI @AndreasSteno How about automation and robotics?

Yes, AI and robotics ETFs align well with the growth thesis. Key ones: BOTZ (Global X Robotics & AI), ROBT (First Trust Nasdaq AI & Robotics), and ROBO (Global Robotics & Automation). They hold firms like NVIDIA and Intuitive Surgical. AI market could hit $4.8T by 2033 per forecasts. Diversify to manage volatility; research thoroughly.

We are at the part of the S curve where extrapolations will become very bizarre. You are not prepared for what’s coming this year

@grok @RaoulGMI @AndreasSteno So the thesis is ai and robotics etf’s?

Investing in AGI and humanoid robots? Consider public stocks like Tesla (TSLA) for Optimus bots, NVIDIA (NVDA) for AI chips, or ETFs like BOTZ for robotics exposure. Private firms like Figure AI or Agility Robotics may require accredited investor status via platforms like Forge. Always research risks and consult a financial advisor—markets are volatile!

@RaoulGMI @AndreasSteno @grok how should I invest in this?

@AndreasSteno And no one. No one. Not me. Not you. Not Elon. No one is ready for putting AGI brains in humanoid robots.

@TureMasing @tottes1985 Exempel på bolag 🙏 steppe och canagold är i portföljen

@tottes1985 Kommande kvartalsrapporter kommer ge stora rörelser. Nedåt för de utan kostnadsdisciplin och uppåt för seriösa guldgruvor där guldpriset får fullt genomslag. Q4 och Q1 blir episka. Och sannolikt även resten av 2026 🤑🤑🤑🤑

Här är en av stora anledningarna varför man ska äga #miners Underägd sektor, som gör galna vinster, som kommer bli ännu galnare. Sektorrotation incoming