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In this video, the speaker reacts to Avicii's recently released earnings report, sharing their personal investment perspective. The speaker emphasizes their significant investment in the company, viewing it as one of their favorites in the market after a year and a half of involvement. They highlight their initial thesis that Avicii was undervalued compared to competitors and note that the company has made substantial progress, including gaining inclusion in the S&P 500 and achieving investment-grade status. As a result, Avicii's stock price has appreciated and is now more aligned with its peers.