Björn Jeffery

This analysis was first published in SvD Näringsliv, in Swedish, on April 24th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. After weeks of nothing but setbacks, Tesla reported weak quarterly figures. The hope is that shareholders will look past the problems for now — and keep looking towards the future. Of all the world’s CEOs, not just anyone gets to meet with India’s Prime Minister […]

This analysis was first published in SvD Näringsliv, in Swedish, on April 22nd, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. As the Embracer group is dismantled on the stock market, it marks the definitive end of an era of low interest rates and high expectations. That the share surged on the news shows it should have happened sooner. Lars Wingefors had hoped to get some […]

This analysis was first published in SvD Näringsliv, in Swedish, on April 19th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Netflix beat all expectations when it presented its quarterly results. The company is a profit machine — but it increasingly resembles a perfectly ordinary media company. How do you justify the valuation then? It has been described as one of the largest Swedish drama investments […]

This analysis was first published in SvD Näringsliv, in Swedish, on April 15th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Countries and regions are racing to stake their position in the explosive AI development. But when it comes to infrastructure, Sweden appears to have already given up. It looks like a circuit board in a desert — at least when you view the satellite images. […]

This analysis was first published in SvD Näringsliv, in Swedish, on April 5th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Tesla dominated the EV market for years and was valued like a fast-growing internet company. Now that growth has stalled, a less flattering picture emerges — a fairly ordinary car company. They were called the “Magnificent Seven.” Seven stocks accounting for 1.4 percent of companies […]

This analysis was first published in SvD Näringsliv, in Swedish, on March 26th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The valuation is astronomical as Donald Trump’s company goes public. The reasons to invest in Truth Social have nothing to do with business fundamentals. Giving your listed company the same ticker as your own initials is unusual. Doing it a second time should, by any […]

This analysis was first published in SvD Näringsliv, in Swedish, on March 19th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. A supremely confident Jensen Huang presented Nvidia’s plans to the world. The message was unmistakable: without Nvidia, there is no AI development. But on the horizon, competition is stirring from a troubling direction. Jensen Huang, CEO of Nvidia, walks onstage to bombastic orchestral music that […]

This analysis was first published in SvD Näringsliv, in Swedish, on March 13th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. This is about politics more than technology as the US House of Representatives voted to ban TikTok. Much suggests the bill will not become reality. When American TikTok users opened their app last week, they were not met with the usual lip-syncing to music. Instead, […]

This analysis was first published in SvD Näringsliv, in Swedish, on March 4th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. OpenAI is being sued by co-founder Elon Musk. He claims to want to preserve the company’s original non-profit ambitions. But Musk has other reasons to want to slow down what has now become his competitor. The complexity of the case is revealed immediately in the […]