Norwegian stock broker. Posting personal views and insights on the financial markets.
Joined April 2013
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Fjord Finance Insights retweeted
I want the world to look at us and learn a lesson to never ever end up being at the mercy of the weather because of the ideology of a bunch of people with annual salaries between 300-500K and zero skin in the game, while 450 million are facing the consequences of their mistakes.
Europe is facing its first prolonged period of cool, cloudy and windless weather this heating season, squeezing renewable generation at a time when power prices are already at the highest levels since 2022. bloomberg.com/news/articles/…
*FED $FOMC WARSH PRESSER HIGHLIGHTS*
🇺🇸 *Decision*
• Held FF at *3.75–4.00%*
• 2 dissents for +25bp: Cook + Hammack (Cleveland)
📈 *Growth / jobs*
• H1 GDP revised *1.8% → 2.4%*; Q3 looking even faster
• Cons. spending likely *>3%*; biz investment ~*double-digit*
• Capex at historically high share of GDP; high-tech leading, but *broadening*
• Jobs “quite positive”; UI claims 4w avg *lowest in generations*
🔥 *Inflation / stance*
• “Inflation is too high” — focus is price stability
• Energy/related prices up again recently — job is to stop relative moves broadening
• Since Sep hike: financial/credit conditions *tighter for some*, but Warsh “unwilling/unable to call them tight”
• Need “accumulation of more information” before next move
• Ready to act; no fixed date for 2%
🗣 *Guidance / process*
• *No forward guidance* in normal times (only crisis)
• Midterms: “didn’t hear an utterance about politics” — no role in decision
• Rates *have* affected AI buildout (more discriminating capital; some spreads wider)
📅 *Meeting calendar change*
• Still 8 meetings/yr
• *2027*: 1 strategy-only (no rate vote / no statement); 7 policy
• *2028*: 2 strategy + 6 policy
• Aim: more time for “big questions” / longer horizon
_Src: Fed Warsh presser transcript 28 Oct 2026; CNBC live_
Fjord Finance Insights retweeted
VERTIV $VRT Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $4.3B (Est. $3.76B) 🟢; +61% YoY
🔹 Adj. EPS: $2.21 (Est. $1.83) 🟢; +78% YoY
🔹 Adjusted Operating Margin: 25.2%; +290 bps YoY
🔹 Organic Orders Growth: 100%+
Raises FY26 Guide:
🔹 Revenue: $14.45B-$14.85B (Est. $14.02B) 🟢
🔹 Adj. EPS: $7.10-$7.20 (Est. $6.74) 🟢
🔹 Adjusted Operating Margin: 23.5%-24.5%
🔹 Adjusted Free Cash Flow: $2.6B-$2.8B
Q4 Guide:
🔹 Revenue: $4.3B-$4.5B (Est. $4.31B) 🟡
🔹 Adj. EPS: $2.22-$2.28 (Est. $2.22) 🟡
🔹 Adjusted Operating Margin: 25.3%-26.3%
Cash Flow:
🔹 Adjusted Free Cash Flow: $652M; +50% YoY
🔹 Operating Cash Flow: $794M; +64% YoY
Segment Net Revenue:
🔹 AMER: $3.0B; +75% YoY
🔹 APAC: $779.3M; +50% YoY
🔹 EMEA: $544.7M; +23% YoY
Other Q3 Metrics:
🔹 Organic Net Sales Growth: 55%
Comments:
🔸 “Our more than 100% organic orders growth year over year and our overall performance are clear testaments to that.”
🔸 “I believe there is a long runway ahead and the opportunity only gets bigger from here.”
4/ 🔹 Grok Bot: "the fastest growth of a product I've ever seen in my life". Usage per user keeps rising, and it "may end up being what uses most of our super intelligence compute".
3/ 🔹 Demand: "relentlessly" hounded by every hyperscaler to rent compute. Payback could fall from ~12 to ~6 months.
🔹 Starship: Flight 15 next month will try to catch both booster and ship. Success "more likely than not".
2/ 🔹 Revenue: Musk sees annual recurring revenue of $500bn–$1tn by end-2027. That's an ambition, not formal guidance.
🔹 Compute: he'd be "surprised" at less than 13 GW by end-2027, vs ~1.7 GW today.
Fjord Finance Insights retweeted
Kan noen regne på klimagassutslippene som følge av alle brannbombene og brannene i Frankrike? Da får kanskje Miljøpartiet De Grønne - MDG, SV - Sosialistisk Venstreparti, Rødt og Arbeiderpartiet med seg at det skjer noe der?
$VEND: AI-disintermediation debate in focus. -7.1% Tue, 52w low NOK 181.50, now ~199. Buyback: ~NOK 841m of 2bn done. PASe EV/EBITDA 27e/28e: 11.0x/8.6x; EV/EBIT: 13.6x/10.3x; P/E: 17.8x/14.0x. Q3 on 27 Oct.
Much to go still on margins, which we will see in the 27th Oct report.
Fjord Finance Insights retweeted
Elon + Jensen flanking Trump…
Anthropic allllll the way at the far ends.
Fjord Finance Insights retweeted
Husker du alle ekspertene som har fortalt deg de siste to årene at USA sin økonomi og aksjemarkedet var ferdig, kaputt. Ødelagt. Resesjon. Alle ville selge alt. Kollaps.
Hvis ikke: søk i arkivene til NRK, VG og Aftenposten. Ikke meningsmangfold. En stemme. Lik. Ukritisk.
Tenk sjæl
Fjord Finance Insights retweeted
Ikke glem hvem som gjør dette.
ND vil ha drivstoffpriser under 15 kroner.
Fjord Finance Insights retweeted
In her latest sciolistic letter to me, @SenWarren made it clear that she knows even less about foreign exchange markets than she does about banking.
What is equally shocking, but not surprising: not a single member of the media mob has a rudimentary-enough level of financial market literacy to spot her remedial error.
To reiterate: under @POTUS, the United States delivers for America’s trusted partners.
For a fuller explanation, I recommend Senator Warren take any entry level course in international finance for her and her staff, or I can personally give her a tutorial on Foreign Exchange for Dummies. Although I am not holding my breath, I hope her next letter will demonstrate that she has learned the difference between a currency purchase and a swap or a loan.
Fjord Finance Insights retweeted
Novak Djokovic in his documentary on why he refused the COVID vaccine:
"Because I didn't need it. Why should I get the vaccine? I'm healthy, I'm an athlete. I had corona. I had immunity. I wasn't a threat to anyone. There was no reason for me to get vaccinated. It's my freedom to choose which that fundamental right that you have as a human being on this planet — the freedom to choose — which was taken from a lot of people."
Fjord Finance Insights retweeted
We all know the pain of choosing the right model. You have an idea, testing it one model at a time in ten different tabs, using a spreadsheet to track usable outputs.
Stop guessing and start building with Creator Central by Atlas Cloud. Model Explorer runs the same prompt across models and puts the results side by side, up to 10 at once. Start from a curated set or assemble your own.
With Wan3.0 coming shortly, we're dropping the price of Seedance 2.5 so creators can compare and choose the right model for their projects.
Create something now with our Generator templated workflow: Pick what you like and access the exact prompt and settings behind that result, ready for you to edit.
#AIVideo #GenerativeAI #VideoProduction #Seedance #Wan3
Fjord Finance Insights retweeted
EU 🇪🇺 OPENS AI GIGAFACTORY TENDER
Brussels will select up to seven projects, backed by as much as €10B in EU and national funding and expected to attract at least €20B in private capital. Each facility will house at least 100,000 advanced AI chips, roughly four times the scale of current EU AI factories.
The sites will support training, fine-tuning and inference for frontier models while providing computing access to startups, industry, researchers and public agencies. Together, they are expected to more than double the capacity of Europe’s existing 19-factory AI network.
The formal tender follows 77 preliminary proposals covering 60 sites across 16 member states. The Commission also wants the projects to create predictable demand for European-designed AI processors and eventually support domestic chip manufacturing.
Bids close November 12, with awards expected in July 2027.
