Fjölnir Þrastarson
@fjolnir
hello beautiful
Open
7
Closed
3
Average return
-0.7%
Against the S&P
Beat it in 1 of 3 finished calls
+3.8 pts
Returns are on closed positions.
-14.7%
Since entry
S&P -3.2%
as of 1 hour ago
6+ months · Medium conviction · Opened 1 month ago · Ends Oct 5, 2027
Search is still growing 17% despite years of “AI will kill Google” fears, and Cloud is now a second engine, up 82% with a $514B backlog driven by TPU demand from Anthropic and Meta. Direct TPU chip sales add a new revenue stream, with most of the impact landing in 2027. YouTube is steady, not spectacular. At ~22x forward earnings, I think the market is still underpricing Cloud.
Entry
$345.37
Last price
$294.52
-18.5%
Since entry
S&P -1.8%
as of 1 hour ago
1–6 months · Medium conviction · Opened 1 month ago · Ends Mar 30, 2027
Sold on frikki’s theory @fridrik
Entry
$83,734.01
Last price
$68,206.47
+13.3%
Result
S&P -0.9%
Under 1 month · Low conviction · Opened 1 month ago · Ended Oct 30, 2026 · 2 updates
Elon bull
Entry
$352.84
End price
$399.82
-27.8%
Since entry
S&P -1.8%
as of 1 hour ago
6+ months · Low conviction · Opened 1 month ago · Ends Sep 29, 2027 · 1 update
CAT er besta AI bettið af conventional framleiðendum. Og með almennt bestu tæknina
Entry
$822.40
Last price
$593.55
-13.2%
Since entry
S&P -1.8%
as of 1 hour ago
6+ months · High conviction · Opened 1 month ago · Ends Sep 29, 2027
Meta á samfélagsmiðlaleikinn, gervigreindin þeirra er mjög vel miðuð að consumer AI. Með meiri frítíma fólks með AI, mun það eyða meiri og meiri tíma á samfélagsmiðlum.
Entry
$722.08
Last price
$626.70
+7.7%
Since entry
S&P -2.0%
as of 1 hour ago
6+ months · High conviction · Opened 1 month ago · Ends Sep 28, 2027 · 1 update
Klarna is building integrations everywhere. And their tech is really good. I know people talk about them as just loaning for tacos. But I really feel the product is a mainstay and a big player.
Entry
$12.41
Last price
$13.36
+5.2%
Since entry
S&P -2.8%
as of 1 hour ago
6+ months · Low conviction · Opened 1 month ago · Ends Sep 26, 2027 · 3 updates
Apple mun vinna consumer AI leikinn, iPhone heldur velli, og airpods verða að consumer AI fyrirtæki
Entry
$341.07
Last price
$358.70
0.0%
Result
S&P 0.0%
1–6 months · Medium conviction · Opened 1 month ago · Closed 1 month ago
hlutir hafa súrnað þarna. frekar mikið.
Entry
$105.41
Exit
$105.41
-1.3%
Result
S&P +1.4%
1–6 months · Medium conviction · Opened 1 month ago · Closed 1 month ago
Þessir nútímaútrásarvíkingar eru ekki að gera nóg fyrir mig. Geta ekki einu sinni moppað gólfin
Entry
$6.15
Exit
$6.23
—
No result
6+ months · High conviction · Opened 1 month ago · Closed 1 month ago
Meta á samfélagsmiðlaleikinn, gervigreindin þeirra er mjög vel miðuð að consumer AI. Með meiri frítíma fólks með AI, mun það eyða meiri og meiri tíma á samfélagsmiðlum.
Entry
$45.61
Exit
—
Opinions shared on SoFo are not investment advice.