2026 Q1 -tulosraportti
70 päivää sitten
‧55 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·29 min sitten · MuokattuIf we pass 41kr, the next peak is 44kr to force.
- ·1 t sittenJane Street clicked wrong on short and buy button? Became an expensive lesson
They act disciplined and limit the loss. That lesson applies more to those who bought at the peak and are still holding. 
·1 t sittenInteresting tidbits from AAOI quarterly report/Q&A summarized by: "Wow, there's gem after gem in $AAOI earnings for $SIVE + other laser player readthrough. 1. AAOI not meaningfully participating in CPO first-gen deployments. "We just can’t make enough of them [CPO lasers] to be involved in their current first-generation [CPO] deployments because there’s just not enough capacity. We have to prioritize our ability to make lasers for our own transceivers first" So first-gen CPO laser deployments, might even be narrowed down further for Western players like $SIVE, $LITE , $AVGO , and $COHR . And independent CPO CW laser capacity became more valuable if $AAOI had to turn away more customers... Also remember Trendforce was talking about $AMD singing CW LTAs? $COHR / $LITE have capacity signed with $NVDA ... I thought it would be $AAOI , but they might be out of the equation. $MTSI also doesn't look meaningful with early CPO participation (eg. no mention in ER aside from NPO, and removal from Ayar website). So I wonder who players like $AMD is going to go with for Helios (eg. Sivers + Ayar more likely candidate now)? Btw, this is not bearish AAOI because they have too much demand for optical transceiver business. Just more bullish on the existing few qualified CPO laser names that have capacity. 2. Demand imbalance and bottleneck for InP lasers / optical transceivers. AOI's CEO stated kinda supported that when they said: "The customer demand is 20%-40% higher" than expanded built out capacity. "We are getting this kind of demand from several big customers almost every week. Lasers are the biggest bottleneck right now for the transceiver business" 3. China being years away from having CPO DWDM specification lasers. I covered this earlier when looking at CPO competition from channel checks. But AAOI confirming that China is "easily at least two, three years or even longer from having CPO lasers is incredible tread through on defensibility Western laser positioning in the CPO laser chokepoint. TLDR: - High demand imbalance for CW lasers and optical transceivers. - $AAOI not in first-gen CPO due to capacity constraints (not exactly bearish AAOI because they have too much demand for their optical transciver business, but even better news for the few independent players with capacity coming online like $SIVE) - China years behind in CPO lasers." https://x.com/aleabitoreddit/status/2085603590903902621?s=20
·1 t sittenShort reduced😆😅👍Then the next short will close today too…. Big rise today as well 👌. Dangerous to short in this stock.. many who got burned- ·17 t sittenWhat the hell kind of meme shit stock is this 😅🤣
Meme stock it is absolutely not. It is in the opticals sector and follows the American opticals. Lite, Cohr, Cien, Aaoi, Viav etc. Sandisk is in the memories sector. A sector that is raking in profits. The opticals sector absolutely does not. Lite and Cien are the few with a green bottom line. Sive just rides the wave. The question is whether the Sive train will run again. The hype until July is currently gone. I believe there's a shake-out happening now. Mu, STX and Lite look best. I believe Sandisk and WDC will also join. Sandisk is difficult to price due to absurd growth. I still believe it will reach 3000. The estimates are an EPS of 160 next year and the same in 2028. And then a price of 3000 is not too high at all.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
70 päivää sitten
‧55 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·29 min sitten · MuokattuIf we pass 41kr, the next peak is 44kr to force.
- ·1 t sittenJane Street clicked wrong on short and buy button? Became an expensive lessonThey act disciplined and limit the loss. That lesson applies more to those who bought at the peak and are still holding.
- ·1 t sittenInteresting tidbits from AAOI quarterly report/Q&A summarized by: "Wow, there's gem after gem in $AAOI earnings for $SIVE + other laser player readthrough. 1. AAOI not meaningfully participating in CPO first-gen deployments. "We just can’t make enough of them [CPO lasers] to be involved in their current first-generation [CPO] deployments because there’s just not enough capacity. We have to prioritize our ability to make lasers for our own transceivers first" So first-gen CPO laser deployments, might even be narrowed down further for Western players like $SIVE, $LITE , $AVGO , and $COHR . And independent CPO CW laser capacity became more valuable if $AAOI had to turn away more customers... Also remember Trendforce was talking about $AMD singing CW LTAs? $COHR / $LITE have capacity signed with $NVDA ... I thought it would be $AAOI , but they might be out of the equation. $MTSI also doesn't look meaningful with early CPO participation (eg. no mention in ER aside from NPO, and removal from Ayar website). So I wonder who players like $AMD is going to go with for Helios (eg. Sivers + Ayar more likely candidate now)? Btw, this is not bearish AAOI because they have too much demand for optical transceiver business. Just more bullish on the existing few qualified CPO laser names that have capacity. 2. Demand imbalance and bottleneck for InP lasers / optical transceivers. AOI's CEO stated kinda supported that when they said: "The customer demand is 20%-40% higher" than expanded built out capacity. "We are getting this kind of demand from several big customers almost every week. Lasers are the biggest bottleneck right now for the transceiver business" 3. China being years away from having CPO DWDM specification lasers. I covered this earlier when looking at CPO competition from channel checks. But AAOI confirming that China is "easily at least two, three years or even longer from having CPO lasers is incredible tread through on defensibility Western laser positioning in the CPO laser chokepoint. TLDR: - High demand imbalance for CW lasers and optical transceivers. - $AAOI not in first-gen CPO due to capacity constraints (not exactly bearish AAOI because they have too much demand for their optical transciver business, but even better news for the few independent players with capacity coming online like $SIVE) - China years behind in CPO lasers." https://x.com/aleabitoreddit/status/2085603590903902621?s=20
- ·1 t sittenShort reduced😆😅👍Then the next short will close today too…. Big rise today as well 👌. Dangerous to short in this stock.. many who got burned
- ·17 t sittenWhat the hell kind of meme shit stock is this 😅🤣Meme stock it is absolutely not. It is in the opticals sector and follows the American opticals. Lite, Cohr, Cien, Aaoi, Viav etc. Sandisk is in the memories sector. A sector that is raking in profits. The opticals sector absolutely does not. Lite and Cien are the few with a green bottom line. Sive just rides the wave. The question is whether the Sive train will run again. The hype until July is currently gone. I believe there's a shake-out happening now. Mu, STX and Lite look best. I believe Sandisk and WDC will also join. Sandisk is difficult to price due to absurd growth. I still believe it will reach 3000. The estimates are an EPS of 160 next year and the same in 2028. And then a price of 3000 is not too high at all.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
70 päivää sitten
‧55 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·29 min sitten · MuokattuIf we pass 41kr, the next peak is 44kr to force.
- ·1 t sittenJane Street clicked wrong on short and buy button? Became an expensive lessonThey act disciplined and limit the loss. That lesson applies more to those who bought at the peak and are still holding.
- ·1 t sittenInteresting tidbits from AAOI quarterly report/Q&A summarized by: "Wow, there's gem after gem in $AAOI earnings for $SIVE + other laser player readthrough. 1. AAOI not meaningfully participating in CPO first-gen deployments. "We just can’t make enough of them [CPO lasers] to be involved in their current first-generation [CPO] deployments because there’s just not enough capacity. We have to prioritize our ability to make lasers for our own transceivers first" So first-gen CPO laser deployments, might even be narrowed down further for Western players like $SIVE, $LITE , $AVGO , and $COHR . And independent CPO CW laser capacity became more valuable if $AAOI had to turn away more customers... Also remember Trendforce was talking about $AMD singing CW LTAs? $COHR / $LITE have capacity signed with $NVDA ... I thought it would be $AAOI , but they might be out of the equation. $MTSI also doesn't look meaningful with early CPO participation (eg. no mention in ER aside from NPO, and removal from Ayar website). So I wonder who players like $AMD is going to go with for Helios (eg. Sivers + Ayar more likely candidate now)? Btw, this is not bearish AAOI because they have too much demand for optical transceiver business. Just more bullish on the existing few qualified CPO laser names that have capacity. 2. Demand imbalance and bottleneck for InP lasers / optical transceivers. AOI's CEO stated kinda supported that when they said: "The customer demand is 20%-40% higher" than expanded built out capacity. "We are getting this kind of demand from several big customers almost every week. Lasers are the biggest bottleneck right now for the transceiver business" 3. China being years away from having CPO DWDM specification lasers. I covered this earlier when looking at CPO competition from channel checks. But AAOI confirming that China is "easily at least two, three years or even longer from having CPO lasers is incredible tread through on defensibility Western laser positioning in the CPO laser chokepoint. TLDR: - High demand imbalance for CW lasers and optical transceivers. - $AAOI not in first-gen CPO due to capacity constraints (not exactly bearish AAOI because they have too much demand for their optical transciver business, but even better news for the few independent players with capacity coming online like $SIVE) - China years behind in CPO lasers." https://x.com/aleabitoreddit/status/2085603590903902621?s=20
- ·1 t sittenShort reduced😆😅👍Then the next short will close today too…. Big rise today as well 👌. Dangerous to short in this stock.. many who got burned
- ·17 t sittenWhat the hell kind of meme shit stock is this 😅🤣Meme stock it is absolutely not. It is in the opticals sector and follows the American opticals. Lite, Cohr, Cien, Aaoi, Viav etc. Sandisk is in the memories sector. A sector that is raking in profits. The opticals sector absolutely does not. Lite and Cien are the few with a green bottom line. Sive just rides the wave. The question is whether the Sive train will run again. The hype until July is currently gone. I believe there's a shake-out happening now. Mu, STX and Lite look best. I believe Sandisk and WDC will also join. Sandisk is difficult to price due to absurd growth. I still believe it will reach 3000. The estimates are an EPS of 160 next year and the same in 2028. And then a price of 3000 is not too high at all.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt