All posts tagged: stock market

Up 2,800 percent — is the strategy sustainable?

May 30, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on May 30th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Donald Trump’s listed company, the games retailer GameStop, and Japanese love hotels. All three have adopted their new strategy from stock market favourite MicroStrategy: borrow money and buy bitcoin. Enthusiasts see a rocket ship — critics warn of a crash. They are called love hotels. […]

The EV giant held hostage by its own CEO

March 10, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on March 10th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Around 8,000 billion kronor in market value has been erased from Tesla in recent weeks. Meanwhile, the company’s CEO Elon Musk is busy with politics that is driving away customers. No other listed company would be allowed to be run like this. For seven consecutive […]

Fear of DeepSeek shakes the stock market

January 27, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 27th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Hundreds of billions have been invested in AI chips, making Nvidia the world’s most highly valued company. Now a small Chinese player is challenging the need for those investments — and the markets are beginning to shake. On 27 March 2000, Cisco became the world’s […]

Nvidia’s success is a risk factor for all of us

November 21, 2024
by Björn Jeffery
SvD Näringsliv

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 […]

Why Nvidia is crashing — and it’s happening now

September 4, 2024
by Björn Jeffery
SvD Näringsliv

2,800 billion kronor wiped out — why Nvidia is crashing Published in Svenska Dagbladet, 2024-09-04. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. 2,800 billion kronor were erased in a single day when the shares of hyped chipmaker Nvidia fell sharply on Tuesday evening. Why are they falling now? It was a broader collapse across the chip and semiconductor sector on American markets on Tuesday. The category […]

Must surpass what was once unthinkable

August 29, 2024
by Björn Jeffery
SvD Näringsliv

Nvidia’s quarterly report: the burden of market expectations Published in Svenska Dagbladet, 2024-08-29. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. 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 […]

Nvidia’s big problem: things are going too well

May 23, 2024
by Björn Jeffery
SvD Näringsliv

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 […]

Tesla is now being punished by its own strategy

April 5, 2024
by Björn Jeffery
SvD Näringsliv

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 […]

The strategy that gave the AI giant a head start

March 19, 2024
by Björn Jeffery
SvD Näringsliv

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 […]

The stock market’s dependence on tech giants is at a record high

January 30, 2024
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 30th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Ten trillion dollars in market cap is reporting its quarterly results this week — and just five tech companies account for all of it. The stock market’s dependence on the tech giants has never been greater. In 2011, venture capitalist Marc Andreessen wrote the now-famous […]