Björn Jeffery

This analysis was first published in SvD Näringsliv, in Swedish, on August 28th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Chip company Nvidia has stopped being seen as a company and has instead become a global phenomenon. It continues to press strongly ahead — but are investors beginning to sense the top is near? As the ninth company in world history, Nvidia crossed the trillion-dollar […]

This analysis was first published in SvD Näringsliv, in Swedish, on November 21st, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Nvidia doubled its profit and the market responded with an “okay.” The expectations placed on the world’s most valuable company have become a problem — for the entire stock market. There are two types of companies on the stock market. The first requires a trained […]

Nvidia’s quarterly report: the burden of market expectations Published in Svenska Dagbladet, 2024-08-29. Translated from Swedish. Nvidia delivered strong quarterly figures but was met with mild scepticism from the market. The company now faces its biggest challenge yet: market expectations. A small group of enthusiasts gathered at a sports bar in New York on Wednesday afternoon. But it was not a game on the screens — they were there to watch chipmaker Nvidia’s quarterly earnings […]

This analysis was first published in SvD Näringsliv, in Swedish, on May 23rd, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. As the world invests in AI, the money flows heavily into Nvidia’s pockets. The world’s hottest company is now approaching a point where expectations become very hard to live up to — and the drop if they fall short is enormous. Jensen Huang has the […]