{"id":76349,"date":"2023-06-01T13:17:33","date_gmt":"2023-06-01T11:17:33","guid":{"rendered":"https:\/\/www.nordnet.se\/blogg\/?p=76349"},"modified":"2023-06-01T16:29:17","modified_gmt":"2023-06-01T14:29:17","slug":"svenska-teknikbolaget-han-hyllar-johan-roslund-sparpodden-496-2","status":"publish","type":"post","link":"https:\/\/www.nordnet.se\/blogg\/svenska-teknikbolaget-han-hyllar-johan-roslund-sparpodden-496-2\/","title":{"rendered":"Svenska teknikbolaget han hyllar – Johan Roslund – Sparpodden 496"},"content":{"rendered":"\n

Dagen g\u00e4st \u00e4r Johan Roslund, en privatinvesterare med stenkoll p\u00e5 tech-branchen. Tillsammans med Ara s\u00e5 pratas det bland annat om vilka som blir vinnare p\u00e5 AI, gamingbolagens framtid, och dom bortgl\u00f6mda svenska tech-bolag som man kan finna v\u00e4rde i.<\/p>\n\n\n\n

Tidskoder:
0:00<\/a> Intro
1:41<\/a> Nvidia
3:55<\/a> AMD
5:27<\/a> Leverant\u00f6rskedjan (ASML + TSMC)
7:59<\/a> ASML
9:34<\/a> Adobe
12:12<\/a> Salesforce
15:18<\/a> Microsoft
18:18<\/a> Google (Alphabet)
21:17<\/a> Ge bort ett sparande
22:32<\/a> Yubico (ACQ Bure SPAC)
25:56<\/a> P\/S-tal
26:45<\/a> Kinesisk invasion i Taiwan?
28:58<\/a> Alibaba + Tencent
30:31<\/a> Paradox vs Embracer
32:23<\/a> Embracer
35:56<\/a> F\u00f6r mycket fokus p\u00e5 IP?
37:15<\/a> Paradox
38:40<\/a> Activision Blizzard
39:24<\/a> Infineon + Smart Eye<\/p>\n\n\n\n

\n