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Clarification (August 10, 2026): A disclosure was added to Anthropic’s Gross Margin Is the Most Important Number in Tech to inform readers about the use of generative AI in the creation of this content.
Clarification (August 3, 2026): A disclosure was added to OpenAI Missed Multiple Revenue Targets—Here’s Why It Likely Won’t IPO This Year to inform readers about the use of generative AI in the creation of this content.
Clarification (July 30, 2026): A disclosure was added to The SpaceX IPO and the Elon Musk Factor to inform readers about the use of generative AI in the creation of this content.
Clarification (June 4, 2026): An earlier version of Maj Invest Value Aktier’s Disciplined Approach Continues to Stand Out was updated to clarify the fund’s holding position of Meta Platforms.
Correction (June 12, 2026): A previous version of Why We Think the SpaceX IPO Is Overvalued used “billions” instead of “millions” when referring to the number of shares offered in our IPO scenarios.
