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90. Trading Update: September

October 2, 2026 · 1 h 10 min

Show notes

Dags att summera september, Nasdaqs etik och moral och den oundvikliga flykten till storbolagen.

00:00 Intro

09:02 Tysta perioder och analytikermassage: AAK och Munters

14:18 Algohandel, volatilitetscall och Nasdaq

28:13 Septembers bästa trades: Sinch, Yubico, Hemnet och Ascelia Pharma

35:37 Torskar: Astor, Avtech, Nelly och Systemair

44:47 Räntan, banker och fastigheter: Eastnine

51:48 AI-agenter: Meta och Muse

1:03:08 Småbolag: Senzime, Genovis och Paxman

1:09:31 Outro

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