Filip Bo Salling

Status Q3 2025 Afkast ÅTD 15.5% Så er det ved at ligne noget, men uden at være vildt imponerende (markedet tager i betragtning).

Elon Musk runs 120 design reviews a day in 5-minute slots. He does this while running six different companies at once. Marc says Elon maps each company as a production process. Each process has one bottleneck... the single thing slowing it down. Elon finds the engineer working on that bottleneck and sits with them until it's fixed. He does this at Tesla 52 times a year. Personally. "There's no CEO like this." Most CEOs run their companies through a wall of middle managers. Andreessen watched IBM collapse under that model. Inside IBM, they had a name for the failure mode: the "Big Gray Cloud." It was the traveling court of suited men who kept the CEO away from engineers. After 12 layers of compounding lies, the CEO had no idea what was happening. Elon's method is the polar opposite. Design review math: - 5 minutes per engineer - 12 reviews per hour - 10 hours per day - 120 reviews per day An engineer described working for him as entering "a zone of shocking competence." On sustaining it, Elon's rule is: "I don't take vacations."

$GOOGL Waymo just tapped Toyota to build robotaxis for Japan starting in 2027 with the UK to follow by integrating its self-driving hardware directly into Toyota’s factories. That could significantly lower cost per mile as Waymo scales globally while opening door to bringing its tech into personally owned Toyotas.

The greatest stocks are often called "overvalued" the entire way up

🚨 WE ARE NOW ENTERING THE HOTTEST PHASE Every mid-term election year for 50 years has delivered a drawdown 1974 Ford: -35% 1978 Carter: -15% 1982 Reagan: -17% 1990 Bush: -20% 1994 Clinton: -8% 1998 Clinton: -22% 2002 Bush: -34% 2010 Obama: -17% 2018 Trump: -20% 2022 Biden: -27% 2026 Trump: ??? Ten mid-term years. Ten drawdowns. Not one skipped its turn. Average: roughly -21%. And 2026 has more than the calendar working against it. A new Fed chair, eight weeks into the job. Across nine decades, every new chair was greeted with an equity drawdown in his first three months. Twelve chairs, twelve drawdowns, average roughly -12%. The market doesn't price a person. It prices a probability distribution. And it probes until the new chair reveals himself. The last time both cycles overlapped: 2018. Powell takes the chair, Volmageddon hits within days, and after "a long way from neutral" the market pushes the S&P down 20% into Christmas Eve. Then Powell blinked. 2019 delivered over 30%. New chair, mid-term year, autumn washout, capitulation low, melt-up. That's the template. Even fear has a calendar. The VIX troughs in early summer and peaks in September and October, and in mid-term years the crest runs higher. It sat in the mid-teens in early July, right at the seasonal trough. On Friday it jumped above 18. The market has started paying attention. It has not yet paid the full toll. Meanwhile the shock absorbers are gone. Retail cash allocations at extreme lows seen only in 1998, 2000, 2018 and 2021. Put/call skew at a record low, nobody is hedging. Record IPO supply draining liquidity from the existing market. And here's the flip: every single one of those ten mid-term drawdowns was a buying opportunity. Not most. All. Since 1934, the average rally off the mid-term low: roughly 47%. The market took out its prior high four times out of five. Bull markets don't die of drawdowns. They die of exhaustion. The mid-term correction is the maintenance schedule of the four-year cycle. The playbook is not heroic. Hold your quality. Keep dry powder with a shopping list attached, decided at VIX 18, executed at VIX 28. Buy the fear in tranches. The full map is out tomorrow, free for everyone. Twelve Fed chairs, ten mid-terms, the VIX season, the liquidity cycle, the 1998 rhyme. And the four tripwires that would prove it all wrong. Greed is obvious. Fear is the edge. When the cannons fire, buy.

Jeg håber på at markedet fortsætter med at falde og gerne ender med et flush out ifm midtvejsvalget 🤞🏼🙏 Jeg er klar på at købe op i alle ETF positionerne! 😎 @aktieuniverset

A select few of us like @alc2022 and many others tried to explain that returns don’t need to be 10% annually. That with a stronger economy, accelerating technology, and an approaching singularity, returns are far more likely to increase. Meanwhile 95% of the sheeple whose noses are glued to the next guy’s asshole have said for DECADES that returns will inevitably DECREASE. Simply because they have been higher of late. What happens when the Nasdaq 100 becomes the standard? What happens as AI accelerates? What happens when margins double again? Like they did in the last 25 years? But keep pointing to a CAPE Shiller index as if $NVDA is going to mean revert and crash 95%.

Lagt til i verdens ETFen $MWRE 🌱🌧️ Det bliver godt når solen igen melder sin ankomst ☀️🌳

Tema ETFerne har trukket gevaldigt ned de seneste dage alt i mens verdens ETFen kun har taget et lille dyk. Intet overraskende men relevant at nævne hvis nogen lader sig inspirere. NFA! @aktieuniverset

Så er $NUKL lagt til i ETF porteføljen samt en ekstra portion i $MWRE så vi stadig er på 50/50 mellem indskud i verden/temaer. @aktieuniverset

Det nærmer sig tåkrummende pinligt med danske mediers manglende dækning af Tesla (medmindre der kan findes en negativ vinkel, forståes ..) Man forstår godt læserne forsvinder når man konsekvent dækker så biased og snævert. Jeg er dagligt taknemmelig for Elon, for købet af @x

Så er $DOCT.xmil lagt til ETF porteføljen. Er nu 50/50 i verdens ETF og tema ETFer. Så nu er der pause for temaerne, skal jo gerne kunne supplere signifikant hele vejen rundt på pessimisme og frygt. NFA @aktieuniverset