Andreas L

@alojohhardcore I have been thinking about this exact point, wanting to take off risk as it feels like cheating to be up 4-8% per day….. but as we are riding some real alpha, it might not be wise to take risk off..

@alojohhardcore @sebbeoke @MikeDigitalCap Thanks for the very elaborate answer. I thought about adding "if you think it is not adding too much false precision" to my original ask.

@alojohhardcore @sebbeoke @MikeDigitalCap Another suggestion is to add one decimal point to the price-to-earnings ratio, thanks!

@alojohhardcore Thank you AJ. Can you expand a bit on your trim levels for MSFT and Meta, especially in the light of the recent price increase in MSFT?

@alojohhardcore Yes I took profit too soon on Oracle and PLTR - a pity, but also didn't wanted to be stuck with these slightly higher risk stocks.

@alojohhardcore Hi AJ, can you give an update on your portfolio composition? And my largest position is NVIDIA now, is it still your highest conviction stock mid/long term? Thanks a lot in advance!

@alojohhardcore @stekkerauto Thanks the heads up, I own a bit of SNDK and I am now getting out of that position with a slight loss.

@thorborg Kunne være fint hvis det også styrkede rigsfællesskabet... Virker ikke sådan med de seneste udmeldinger fra Grønland.

Er i Thailand og møder masser af turister fra Europa og så godt som alle nævner Grønland når de hører vi er danske og siger grimme ting om Trump og hvor godt det er vi har EU. Det er en rar følelse og som man siger: Intet er så slet, så det ikke er godt for noget" så lad os dog i det mindste give Trump den fjer i hatten, at han er med til at styrke vores Europæiske fællesskab.

@herbertong I like your content a lot Herbert. But everything cannot change every other day unfortunately,

TESLA: Everything Just CHANGED! x.com/i/broadcasts/1…

@Arpe_DK Interesting to understand if this is driven by the demand or if the Y standard production is not fully ramped yet. Would have thought the Y standard would be selling more.

@andreasvl Y Standard - 74 Y LR RWD - 813 Y LR AWD - 34

Tesla sold 1004 cars in Denmark just last week! 😎 For most of 2025 Tesla sales have been below 250 cars per week. 🇩🇰 End of year rush is here 🇩🇰

@Arpe_DK Do you know the breakdown in different model Y models?

All Model Ys are from Berlin. Zero from China like they had in Norway.