2025 Q4 -tulosraportti
57 päivää sitten
‧55 min
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 | - | - | ||
| 150 | - | - | ||
| 12 789 | - | - | ||
| 2 500 | - | - | ||
| 21 836 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
9 t sitten9 t sittenWojtek Smolinski - Vigo Ventures: USd 13 billion into photonics in six months. If you work in or around AI or semiconductors and haven't tracked this, you've missed the infrastructure story of the year. For most of the last decade, the AI boom has been told as a chip story. Faster GPUs, more memory, bigger data centers. Almost nobody was talking about the connections between those chips - the wiring that lets thousands of GPUs operate as a single coherent system. That just changed. Between November 2025 and April 2026, major datacom and chip companies placed multibillion-dollar bets on the same bottleneck - copper won't scale with AI anymore. The cables moving data inside today's data centers lose too much power, generate too much heat, and don't carry enough bandwidth. The next generation of AI factories cannot be built on them. The answer is silicon photonics - optical interconnects that move data as pulses of light, integrated directly at the chip package. The technology has existed for two decades. What changed is that AI made the timeline urgent, and capital followed immediately. The scoreboard: Marvell Technology acquired Celestial AI for up to $5.5B with earnouts. NVIDIA invested $2B each into Lumentum, Coherent Corp., and Marvell paired with multibillion-dollar purchase commitments. Credo acquired DustPhotonics for up to $1.3 with earnouts. Molex acquired Teramount for $430M. GlobalFoundries acquired AMF. Ayar Labs closed a $500M round. Thirteen billion dollars committed in 180 days. This is not exploratory capital. Three things stand out from the investor perspective: -> First, the upstream is already stretched. Lumentum CEO Michael Hurlston said in April that within two quarters the company's entire 2028 order book will be filled. NVIDIA's $4B into Lumentum and Coherent Corp. is, in practical terms, a queue jump - and it structurally raises costs and increases time for anyone trying to build AI data centers without that priority access. -> Second, buyers aren't waiting for revenue. Marvell Technology bought Celestial AI before meaningful revenue contribution, with earnouts extending through fiscal 2029. The logic isn't "buy profitable businesses." It's "own the technology before the acquirer list closes and the remaining targets get priced out of reach." -> Third, the value is migrating toward manufacturing, not design. Generalist investors still evaluate photonics looking for differentiation in the technology. In photonics, the winners are decided by who can provide solution that can be shipped at volume. Six months ago, photonics was a specialist theme. Today it is the most heavily funded bottleneck in AI infrastructure. Investors who wait another year to engage with the sector will be paying multiples that make today's deals look cheap. What runs out first - laser supply, foundry capacity, or independent targets worth acquiring?
·13 t sittenI sold at 12.2kr last week :( …..
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
Uutiset
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.
2025 Q4 -tulosraportti
57 päivää sitten
‧55 min
Uutiset
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 9 t sitten9 t sittenWojtek Smolinski - Vigo Ventures: USd 13 billion into photonics in six months. If you work in or around AI or semiconductors and haven't tracked this, you've missed the infrastructure story of the year. For most of the last decade, the AI boom has been told as a chip story. Faster GPUs, more memory, bigger data centers. Almost nobody was talking about the connections between those chips - the wiring that lets thousands of GPUs operate as a single coherent system. That just changed. Between November 2025 and April 2026, major datacom and chip companies placed multibillion-dollar bets on the same bottleneck - copper won't scale with AI anymore. The cables moving data inside today's data centers lose too much power, generate too much heat, and don't carry enough bandwidth. The next generation of AI factories cannot be built on them. The answer is silicon photonics - optical interconnects that move data as pulses of light, integrated directly at the chip package. The technology has existed for two decades. What changed is that AI made the timeline urgent, and capital followed immediately. The scoreboard: Marvell Technology acquired Celestial AI for up to $5.5B with earnouts. NVIDIA invested $2B each into Lumentum, Coherent Corp., and Marvell paired with multibillion-dollar purchase commitments. Credo acquired DustPhotonics for up to $1.3 with earnouts. Molex acquired Teramount for $430M. GlobalFoundries acquired AMF. Ayar Labs closed a $500M round. Thirteen billion dollars committed in 180 days. This is not exploratory capital. Three things stand out from the investor perspective: -> First, the upstream is already stretched. Lumentum CEO Michael Hurlston said in April that within two quarters the company's entire 2028 order book will be filled. NVIDIA's $4B into Lumentum and Coherent Corp. is, in practical terms, a queue jump - and it structurally raises costs and increases time for anyone trying to build AI data centers without that priority access. -> Second, buyers aren't waiting for revenue. Marvell Technology bought Celestial AI before meaningful revenue contribution, with earnouts extending through fiscal 2029. The logic isn't "buy profitable businesses." It's "own the technology before the acquirer list closes and the remaining targets get priced out of reach." -> Third, the value is migrating toward manufacturing, not design. Generalist investors still evaluate photonics looking for differentiation in the technology. In photonics, the winners are decided by who can provide solution that can be shipped at volume. Six months ago, photonics was a specialist theme. Today it is the most heavily funded bottleneck in AI infrastructure. Investors who wait another year to engage with the sector will be paying multiples that make today's deals look cheap. What runs out first - laser supply, foundry capacity, or independent targets worth acquiring?
- ·13 t sittenI sold at 12.2kr last week :( …..
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 | - | - | ||
| 150 | - | - | ||
| 12 789 | - | - | ||
| 2 500 | - | - | ||
| 21 836 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
2025 Q4 -tulosraportti
57 päivää sitten
‧55 min
Uutiset
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 9 t sitten9 t sittenWojtek Smolinski - Vigo Ventures: USd 13 billion into photonics in six months. If you work in or around AI or semiconductors and haven't tracked this, you've missed the infrastructure story of the year. For most of the last decade, the AI boom has been told as a chip story. Faster GPUs, more memory, bigger data centers. Almost nobody was talking about the connections between those chips - the wiring that lets thousands of GPUs operate as a single coherent system. That just changed. Between November 2025 and April 2026, major datacom and chip companies placed multibillion-dollar bets on the same bottleneck - copper won't scale with AI anymore. The cables moving data inside today's data centers lose too much power, generate too much heat, and don't carry enough bandwidth. The next generation of AI factories cannot be built on them. The answer is silicon photonics - optical interconnects that move data as pulses of light, integrated directly at the chip package. The technology has existed for two decades. What changed is that AI made the timeline urgent, and capital followed immediately. The scoreboard: Marvell Technology acquired Celestial AI for up to $5.5B with earnouts. NVIDIA invested $2B each into Lumentum, Coherent Corp., and Marvell paired with multibillion-dollar purchase commitments. Credo acquired DustPhotonics for up to $1.3 with earnouts. Molex acquired Teramount for $430M. GlobalFoundries acquired AMF. Ayar Labs closed a $500M round. Thirteen billion dollars committed in 180 days. This is not exploratory capital. Three things stand out from the investor perspective: -> First, the upstream is already stretched. Lumentum CEO Michael Hurlston said in April that within two quarters the company's entire 2028 order book will be filled. NVIDIA's $4B into Lumentum and Coherent Corp. is, in practical terms, a queue jump - and it structurally raises costs and increases time for anyone trying to build AI data centers without that priority access. -> Second, buyers aren't waiting for revenue. Marvell Technology bought Celestial AI before meaningful revenue contribution, with earnouts extending through fiscal 2029. The logic isn't "buy profitable businesses." It's "own the technology before the acquirer list closes and the remaining targets get priced out of reach." -> Third, the value is migrating toward manufacturing, not design. Generalist investors still evaluate photonics looking for differentiation in the technology. In photonics, the winners are decided by who can provide solution that can be shipped at volume. Six months ago, photonics was a specialist theme. Today it is the most heavily funded bottleneck in AI infrastructure. Investors who wait another year to engage with the sector will be paying multiples that make today's deals look cheap. What runs out first - laser supply, foundry capacity, or independent targets worth acquiring?
- ·13 t sittenI sold at 12.2kr last week :( …..
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 | - | - | ||
| 150 | - | - | ||
| 12 789 | - | - | ||
| 2 500 | - | - | ||
| 21 836 | - | - |
Välittäjätilasto
Dataa ei löytynyt