About this episode
Ett späckat avsnitt med uppföljning kring raketen Yubico, mer AI-infrastruktur och dessutom en e-handelstrio som blev en kvartett!
Bolag som diskuteras i AI-segmentet:
- Nvidia $NVDA
- Palo Alto Networks $PANW
- Super Micro Computer $SMCI
- Ciena $CIEN
- Coherent Optics $COHR
- Marvell Technology $MRVL
- Micron $MU
- Rambus $RMBS
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Sponsor: Skaffa marknadens bästa VPN på https://nordvpn.com/marketmakers
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Tidsstämplar:
- 03:57 Teqnion $TEQ
- 13:54 Yubico $YUBICO
- 15:13 Mer AI-spaningar
- 44:57 Rugvista $RUG
- 51:09 Björn Borg $BORG
- 54:47 Nelly Group $NELLY
- 59:05 New Wave Group $NEWA
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