Kariyou77
11.8K posts

Kariyou77
@Kariyou77
Investerare. Företagare. 35-års åldern. CAGR +45% sen 2013. CAGR kommer sjunka betydligt över tid. Svamlar mest.


Protean Protégé - Fall applications now accepted. Wanted: Person with an unhealty interest in global equities. Offered: Six-month internship at global equity fund being launched from scratch. Starting mid august. Details: proteanfunds.com/about






”Halvledarbolag som stiger 70% på några veckor är ingen bubbla för NVIDIA steg ju 100% flera år i rad”. Personligen tror jag historien upprepar sig/rimmar med år 2000 och tror det finns bättre R/R i bolag som kommer applicera AI. di.se/nyheter/forval…


Quanor - $SEYE Smart Eye går in i Q1 2026 efter att Q4 2025 levererat 22 % omsättningstillväxt och positiv EBITDA. Nettoomsättningen uppgick till 122,3 miljoner kronor och EBITDA till 10,2 miljoner kronor, medan rörelseres... Läs hela analysen på Quanor. app.quanor.com/og/meta/pre-re…


🚨The world's 5 largest energy consumers 1 number changes how you read everything else on this chart 🇨🇳 China: 48,400 TWh 🇺🇸 US: 25,800 TWh 🇮🇳 India: 11,200 TWh 🇷🇺 Russia: 9,000 TWh 🇯🇵 Japan: 4,800 TWh China consumes nearly twice as much energy as the United States. But the mix is what tells the real story. China's coal consumption alone is visually larger than the entire US energy stack combined. The US is running on gas and oil, with nuclear and renewables as meaningful contributors. China is running on coal, with everything else added on top. India, the 3rd largest consumer and the fastest growing major economy, is also coal-dominant with gas playing a minimal role compared to its peers. Russia's profile is the inverse: gas-heavy, oil-significant, almost no coal at scale. That's a direct reflection of geography Yamal and Western Siberia make gas the default fuel for everything from heating to industry. Any global energy transition runs through coal in China and India first. Until those bars change shape, the conversation about net zero is largely theoretical.














