Swedish market dilettante | Politician @moderaterna | 🇸🇪/ 🇪🇺 | Works at Nordics leading and largest bank | Investor focused on quality businesses
Joined March 2013
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14 Jun 2025
The market is hitting the panic button on luxury. But within this fear lies a rare valuation opportunity in an undisputed quality giant: $LVMH.
Here’s the blueprint. 🧵
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In 1916, John D. Rockefeller became the world’s first billionaire.
Today, Elon Musk is approaching trillionaire status.
But the bigger story: the U.S. money supply has grown from roughly $20 billion to $20 trillion over the same period.
A trillion is just a billion multiplied by 1,000. Inflation changes everything.
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Jun 10
SoftBank försökte låna 6 miljarder dollar med sina 13 % av OpenAI som pant för att fortsätta investera i OpenAI.
Men bankerna vägrade. De verkar inte tro att OpenAI verkligen är värt 852 miljarder dollar.
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ALDIN retweeted
Jun 8
Google is about to have one of their biggest windfalls ever this year
The company invested $900M into SpaceX in 2015 at a $12 billion valuation, which is now expected to be worth close to $100 billion depending on IPO price
Similarly, their Anthropic stake could also be worth north of $100 billion if they go public anywhere close to the last valuation
What an incredible track record. Investor in two of the 3 largest IPOs in history
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Jun 8
Did Swedish AI startup Lovable just kill Wix's business?
Wix $WIX plunged 7.98% after cutting its 2026 revenue and bookings outlook. The company also announced 1,000 layoffs on May 28. WIX Trims 2026 Guidance.
If AI native website builders are already disrupting incumbents, the bigger question is:
Who's next Adobe $ADBE.NE ?
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Jun 7
ASML should be treasured and supported. It is arguably the greatest company in Europe.
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ALDIN retweeted
May 5
Business models favored by Morgan Stanley based on their research:
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Jun 3
A bubble isn’t just “prices going up”
it’s when prices disconnect from earnings.This chart shows Cisco in the late 90s vs NVIDIA today:
Same pattern ≠same outcome.
One was driven by hype without sustained earnings.
The other is being driven by rapidly rising fundamentals.
But the real lesson isn’t “this time is different.”It’s: when price runs ahead of earnings, gravity eventually matters.
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ALDIN retweeted
May 20
*NVIDIA 1Q REV. $81.62B, EST. $79.19B
*NVIDIA 1Q ADJ EPS $1.87
*NVIDIA SEES 2Q REV. $89.18B TO $92.82B, EST. $87.36B
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ALDIN retweeted
May 19
GOOGLE JUST SHOWED HOW INSANE AI DEMAND HAS GOTTEN
Monthly tokens processed across Google surfaces:
May 2024: 9.7T
May 2025: ~480T
May 2026: 3.2Q
That is 7x Y/Y growth.
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May 11
69% of the S&P 500’s rally coming from just 10 stocks tells you everything about this market.
This isn’t broad participation —it’s mega-cap gravity.
AI, cloud, and tech giants are pulling the entire index higher while the other 490 stocks contribute just 31%..
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May 8
$GOOG is not sleeping and aggressively expanding its footprint in the multi-trillion dollar health market.
May 7
Google launches Fitbit Air at $99.99, with preorders open now and U.S. store availability May 26.
The $129.99 special edition is also up for preorder, while $GOOGL Health Premium starts at $9.99/month or $99/year and includes Health Coach.
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ALDIN retweeted
BREAKING: Japan's stock market surges 6% to its highest level on record as global technology stocks see massive gains.
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May 1
All-time highs aren’t a warning sign they’re a feature of strong markets.
Since 1950, buying the S&P 500 at highs delivered similar or better forward returns than any other day.
Stop waiting. Start investing.
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Apr 30
Just doubled my position in $META .
Out of the big four, it’s leading in revenue growth and trading at the lowest valuation multiple a combo that doesn’t stay overlooked forever.
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Apr 27
US equities have just pulled ahead of Europe for the first time this year.
The S&P 500 has rebounded strongly, overtaking the Stoxx Europe 600, with tech stocks being the biggest driver of the move.
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