{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/20cab95c-8102-4328-b9f1-c9c841eab5c4/6af4d331808d34e7addfb473?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"#457 En vecka till GTA","description":"<p>Risk off i AI samtidigt som Nvidias vd fastnar i en honungsfälla. Dessutom infrastruktur, bud i Qliro och mycket, mycket mer!</p><p>Tack till vår sponsor Circio $CRNA vars vd gästar oss i veckans podcast. Läs mer på <u><a href=\"https://analystgroup.se/bolag/circio-holding\" rel=\"noopener noreferrer\" target=\"_blank\">https://analystgroup.se/bolag/circio-holding</a></u> </p><p>(Ungefärliga) Tidsstämplar:</p><ul><li>02:48 Risk off inom AI</li><li>05:50 Nvidia $NVDA</li><li>12:00 Anthropic $ANT</li><li>19:00 Alphabet $GOOG</li><li>25:00 Proact IT $PACT</li><li>26:00 Qliro $QLIRO</li><li>27:30 TIN Fonder</li><li>29:00 Liberty Latin America $LILAK</li><li>32:00 Checkin.com Group $CHECK</li><li>34:30 Oneflow $ONEF</li><li>38:30 RugVista Group $RUG</li><li>41:00 Terranor $TERNOR</li><li>49:00 NYAB $NYAB</li><li>53:00 Circio Holding $CRNA</li></ul><p><br></p><p>—</p><p>Twitter: <u><a href=\"https://twitter.com/marketmakerspod\" rel=\"noopener noreferrer\" target=\"_blank\">https://twitter.com/marketmakerspod</a></u> </p><p>Kontakt: <u><a href=\"mailto:podcast@marketmakers.se\" rel=\"noopener noreferrer\" target=\"_blank\">podcast@marketmakers.se</a></u> </p><p>Hemsida: <u><a href=\"https://www.marketmakers.se/\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.marketmakers.se/</a></u> </p><p><br></p><p>Niklas, Fabian och Magnus finns förstås också på Twitter:</p><p><u><a href=\"https://twitter.com/alden_niklas\" rel=\"noopener noreferrer\" target=\"_blank\">https://twitter.com/alden_niklas</a></u> </p><p><u><a href=\"https://twitter.com/franzen_fabian\" rel=\"noopener noreferrer\" target=\"_blank\">https://twitter.com/franzen_fabian</a></u> </p><p><u><a href=\"https://twitter.com/analytikern1234\" rel=\"noopener noreferrer\" target=\"_blank\">https://twitter.com/analytikern1234</a></u> </p>","author_name":"Acast"}