Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
It was fake News. Market manipulation. Hedge funds don't hold back when they trade. I can guarantee you something went heavy short msft before it was published. And the media plays along. They checked nothing before they published things. Fortunately, Microsoft was quick to say bullshit
What do you think about the report from HSBC…..
The most important points from HSBC – explained briefly
✔️ 1. OpenAI will need up to 207 billion dollars before 2030
HSBC reviews OpenAI’s cost structure and concludes that the company:
• must buy enormous quantities of GPUs
• must build and operate gigantic data centers
• must handle exploding power consumption
• must process billions of queries daily
• still has increasing R&D expenses
All this costs so much that:
OpenAI’s cost curve is rising faster than their revenue curve.
⸻
✔️ 2. AI inference costs (using the model) are worse than training costs
HSBC highlights that the real problem is not just the training of the models — it is serving:
• each ChatGPT query costs money
• the more users = the greater the loss
• even small improvements in quality increase compute
HSBC states directly:
Delivering generative AI globally is currently not economically sustainable.
⸻
✔️ 3. OpenAI will not become profitable without either AGI or a completely new business model
The report estimates that OpenAI cannot reach break-even without:
• AGI, which creates extreme productivity gains
or
• a radical shift in business model (e.g., higher prices, new products, enterprise-only, licensing of model weights etc.)
As long as users pay 20–30 USD/month and inference costs much more — the model operates at a loss.
⸻
✔️ 4. Microsoft is effectively subsidizing OpenAI’s losses
HSBC concludes that Microsoft:
• covers a part of the infrastructure costs
• provides Azure capacity
• absorbs losses through their investment
• is dependent on OpenAI to compete against Google and Meta
Therefore, Microsoft can tolerate large losses for several years.
⸻
✔️ 5. The capital requirement can create an AI bubble
HSBC warns:
The AI sector risks an investment bubble due to unrealistic profit expectations.
They mention that many investors misunderstand how expensive generative AI is to operate.
AI will lead to great growth and huge inequality in the world.
Millions will lose their jobs while companies will save billions by having fewer employees.
An unemployment rate of 10% or more will become normal.
I would never argue for keeping jobs that robots or AI can perform. Imagine if we went down that path, where we held back technology just to have something to get up for in the morning. That in itself is demotivating. New jobs will emerge, and if not, then things will have to operate in a completely new way that we might not yet be able to imagine.
I think it's starting to look interesting at this level. All business areas are performing well. Interesting solutions were presented at Ignite this week that haven't received much media attention. One should buy and hold MSFT as it is the obvious choice in commercial solutions. An incredible profit machine that will deliver fantastic value to us shareholders both today and in the coming years. I would wait the coming days until the ignorant and scared investors have sold off to then buy more.
I can only agree. Built my entire career on their services and products and have been heavily invested in the stock for several years. The wave of functionality currently being rolled out within their online platforms will significantly increase their revenue per customer. This is a company that makes money from practically everyone, whether you are a business or a private customer.
1
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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.
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eilen klo 21.06
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eilen klo 18.50
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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.
It was fake News. Market manipulation. Hedge funds don't hold back when they trade. I can guarantee you something went heavy short msft before it was published. And the media plays along. They checked nothing before they published things. Fortunately, Microsoft was quick to say bullshit
What do you think about the report from HSBC…..
The most important points from HSBC – explained briefly
✔️ 1. OpenAI will need up to 207 billion dollars before 2030
HSBC reviews OpenAI’s cost structure and concludes that the company:
• must buy enormous quantities of GPUs
• must build and operate gigantic data centers
• must handle exploding power consumption
• must process billions of queries daily
• still has increasing R&D expenses
All this costs so much that:
OpenAI’s cost curve is rising faster than their revenue curve.
⸻
✔️ 2. AI inference costs (using the model) are worse than training costs
HSBC highlights that the real problem is not just the training of the models — it is serving:
• each ChatGPT query costs money
• the more users = the greater the loss
• even small improvements in quality increase compute
HSBC states directly:
Delivering generative AI globally is currently not economically sustainable.
⸻
✔️ 3. OpenAI will not become profitable without either AGI or a completely new business model
The report estimates that OpenAI cannot reach break-even without:
• AGI, which creates extreme productivity gains
or
• a radical shift in business model (e.g., higher prices, new products, enterprise-only, licensing of model weights etc.)
As long as users pay 20–30 USD/month and inference costs much more — the model operates at a loss.
⸻
✔️ 4. Microsoft is effectively subsidizing OpenAI’s losses
HSBC concludes that Microsoft:
• covers a part of the infrastructure costs
• provides Azure capacity
• absorbs losses through their investment
• is dependent on OpenAI to compete against Google and Meta
Therefore, Microsoft can tolerate large losses for several years.
⸻
✔️ 5. The capital requirement can create an AI bubble
HSBC warns:
The AI sector risks an investment bubble due to unrealistic profit expectations.
They mention that many investors misunderstand how expensive generative AI is to operate.
AI will lead to great growth and huge inequality in the world.
Millions will lose their jobs while companies will save billions by having fewer employees.
An unemployment rate of 10% or more will become normal.
I would never argue for keeping jobs that robots or AI can perform. Imagine if we went down that path, where we held back technology just to have something to get up for in the morning. That in itself is demotivating. New jobs will emerge, and if not, then things will have to operate in a completely new way that we might not yet be able to imagine.
I think it's starting to look interesting at this level. All business areas are performing well. Interesting solutions were presented at Ignite this week that haven't received much media attention. One should buy and hold MSFT as it is the obvious choice in commercial solutions. An incredible profit machine that will deliver fantastic value to us shareholders both today and in the coming years. I would wait the coming days until the ignorant and scared investors have sold off to then buy more.
I can only agree. Built my entire career on their services and products and have been heavily invested in the stock for several years. The wave of functionality currently being rolled out within their online platforms will significantly increase their revenue per customer. This is a company that makes money from practically everyone, whether you are a business or a private customer.
1
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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.
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Tietoa osakekaupankäyntiin liittyvistä riskeistä
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
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.
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2026 Q2 -tulosraportti
4.2.2026
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2025 Q3 -tulosraportti
30.4.
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10.12.2024
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Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
It was fake News. Market manipulation. Hedge funds don't hold back when they trade. I can guarantee you something went heavy short msft before it was published. And the media plays along. They checked nothing before they published things. Fortunately, Microsoft was quick to say bullshit
What do you think about the report from HSBC…..
The most important points from HSBC – explained briefly
✔️ 1. OpenAI will need up to 207 billion dollars before 2030
HSBC reviews OpenAI’s cost structure and concludes that the company:
• must buy enormous quantities of GPUs
• must build and operate gigantic data centers
• must handle exploding power consumption
• must process billions of queries daily
• still has increasing R&D expenses
All this costs so much that:
OpenAI’s cost curve is rising faster than their revenue curve.
⸻
✔️ 2. AI inference costs (using the model) are worse than training costs
HSBC highlights that the real problem is not just the training of the models — it is serving:
• each ChatGPT query costs money
• the more users = the greater the loss
• even small improvements in quality increase compute
HSBC states directly:
Delivering generative AI globally is currently not economically sustainable.
⸻
✔️ 3. OpenAI will not become profitable without either AGI or a completely new business model
The report estimates that OpenAI cannot reach break-even without:
• AGI, which creates extreme productivity gains
or
• a radical shift in business model (e.g., higher prices, new products, enterprise-only, licensing of model weights etc.)
As long as users pay 20–30 USD/month and inference costs much more — the model operates at a loss.
⸻
✔️ 4. Microsoft is effectively subsidizing OpenAI’s losses
HSBC concludes that Microsoft:
• covers a part of the infrastructure costs
• provides Azure capacity
• absorbs losses through their investment
• is dependent on OpenAI to compete against Google and Meta
Therefore, Microsoft can tolerate large losses for several years.
⸻
✔️ 5. The capital requirement can create an AI bubble
HSBC warns:
The AI sector risks an investment bubble due to unrealistic profit expectations.
They mention that many investors misunderstand how expensive generative AI is to operate.
AI will lead to great growth and huge inequality in the world.
Millions will lose their jobs while companies will save billions by having fewer employees.
An unemployment rate of 10% or more will become normal.
I would never argue for keeping jobs that robots or AI can perform. Imagine if we went down that path, where we held back technology just to have something to get up for in the morning. That in itself is demotivating. New jobs will emerge, and if not, then things will have to operate in a completely new way that we might not yet be able to imagine.
I think it's starting to look interesting at this level. All business areas are performing well. Interesting solutions were presented at Ignite this week that haven't received much media attention. One should buy and hold MSFT as it is the obvious choice in commercial solutions. An incredible profit machine that will deliver fantastic value to us shareholders both today and in the coming years. I would wait the coming days until the ignorant and scared investors have sold off to then buy more.
I can only agree. Built my entire career on their services and products and have been heavily invested in the stock for several years. The wave of functionality currently being rolled out within their online platforms will significantly increase their revenue per customer. This is a company that makes money from practically everyone, whether you are a business or a private customer.
1
Näytä vielä 2 kommenttia
Näytä 1 vastaus
Näytä enemmän
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
Määrä
Osto
4
479,55
Myynti
Määrä
479,77
7
Viimeisimmät kaupat
Aika
Hinta
Määrä
Ostaja
Myyjä
-
-
-
-
-
Ylin
-
VWAP
-
Alin
-
Vaihto ()
-
VWAP
-
Ylin
-
Alin
-
Vaihto ()
-
Tietoa osakekaupankäyntiin liittyvistä riskeistä
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.