Low frequency trader, robot chaser, consultant, advisor, bond trader, and sometimes venture investor.
Sola, Norway
Joined March 2009
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PAS: We expect salmon prices for next week at ~NOK 66/kg, flat W/W. @ParetoSecNO #salmon
PAS Sweden: We make six changes to our November portfolio, replacing Atlas Copco, Alfa Laval, Bilia, Hanza, Hexagon, and Stille with ABB, Devyser Diagnostics, VNV, Note, Instalco and Sandvik. @ParetoSecSE
PAS: We remove ENVIP and NOD, while we add KOG and VEND to our monthly portfolio for November. The portfolio otherwise remains unchanged and consists of AKRBP, BAKKA, CMBTO, DNB, ENDUR, KMAR, LINK, ODL and SCATC. @ParetoSecNO
PAS: We expect salmon prices for next week at ~NOK 69/kg, representing a minor W/W uptick as we revise our estimate for this week down to NOK 68/kg (from NOK 71/kg). @ParetoSecNO #salmon
Vi prøver en gang til! #heatcore finansavisen.no/teknologi/20…
Ulfhuset ass!
I collected some thougts around the AI story. Timing is incredibly hard but the risk for a larger drawdown is increasing by the day
The wheels will really start to spin from now, due to supply
Pitch me ideas!
Full pdf:
drive.google.com/file/d/1fWS…
PAS: We expect salmon prices for next week (w44) at ~NOK 74/kg @ParetoSecNO #salmon
PAS: We expect salmon prices for next week at ~NOK 70/kg, up +NOK 1/kg W/W @ParetoSecNO #salmon
PAS: We expect salmon prices for next week at ~NOK 69/kg, up +NOK 2/kg W/W. @ParetoSecNO #salmon
PAS: We expect salmon prices for next week at ~NOK 66/kg, down NOK 1/kg W/W. @ParetoSecNO #salmon
PAS Sweden: We make six changes to our October portfolio, replacing Assa Abloy, Coffee Stain, Kinnevik, NOTE, SKF and SCA with Camurus, Hanza, RVRC, Asmodee, Bilia and Stille. @ParetoSecSE
PAS: We remove KOG, while we add KMAR and LINK to our monthly portfolio for October. The portfolio otherwise remains unchanged and consists of AKRBP, BAKKA, CMBTO, DNB, ENDUR, ENVIP, NOD, ODL and SCATC. @ParetoSecNO
PAS: We expect salmon prices for next week at ~NOK 67/kg, flat W/W. @ParetoSecNO #salmon
Svend Egil Larsen retweeted
My second interview with @BerntBornich, Founder and CEO of @1x_tech.
0:03 Shipping 50k humanoids in 2027
1:45 Cars vs humanoid robots
3:51 Living with a Neo
5:48 Automating tasks
9:14 Manufacturing ramp
11:54 Incorporating feedback
13:27 Sufficiently advanced engineering is art
14:58 Simplification
17:07 Keeping teams small
18:18 Understanding the machine
20:15 Designing for warmth
23:04 Creating delightful products
25:51 Creativity
28:50 Collecting real world data
31:14 World models
35:00 Teleoperation
36:23 Data is diversity bound
41:31 Chewing glass
PAS: We expect salmon prices for next week at ~NOK 65/kg, +NOK 1/kg W/W. @ParetoSecNO #salmon
PAS: We expect salmon prices for next week at ~NOK 64/kg, up NOK 1/kg W/W. @ParetoSecNO #salmon
PAS: We expect salmon prices for next week at ~NOK 63/kg, flat W/W. @ParetoSecNO #salmon
Skal si Euronext har blitt bedre på disse circuit breaker-åpningene, NOT. #setilNASDAQ