2026 Q2 -tulosraportti
80 päivää sitten
‧57 min
0,91 USD/osake
Irtoamispäivä 21.5.
0,83%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 28.1. | ||
Vuosittainen yhtiökokous 2025 5.12.2025 | ||
2026 Q1 -tulosraportti 29.10.2025 | ||
2025 Q4 -tulosraportti 30.7.2025 | ||
2025 Q3 -tulosraportti 30.4.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·22 t sittenFor being a so-called sluggish giant, Microsoft has undeniably lost a lot in the SaaSpocalypse. Earlier this week it stood at minus 25% over 6m here above in the chart; at the time of writing -17.5%. Besides the uncertain market situation, during earnings season there is talk about CAPEX (which is of course relevant given how much they invest). But it is my opinion that the market fixates on who is currently an AI winner and who is an AI loser. Losers are, of course, OpenAI and winners are Anthropic. It wasn't long ago that Alphabet was a loser. But does the market consider that Microsoft is also a co-owner in Anthropic? Absolutely, probably only 1-3% but Claude is integrated into Microsoft's products, and Azure runs workloads for Anthropic. This uncertainty about who will be the winner is the best thing there is, we long-term investors think. It's not often that a company like Microsoft loses so much, and then one can add a bit. The market punishes uncertainty enormously, and as I said, I believe the market fixates on the wrong things and a too black-and-white perspective where one believes there will only be one winner. I do not in any way want to defend OpenAI with this, as they deserve much of the criticism they receive, but Microsoft as an investment case... I believe the market is wrong in its valuation of Microsoft even under the uncertain assumption that OpenAI plays out with a stress scenario.- ·2 päivää sittenI've really roasted Copilot before, but now it's damn good. Do the rest of you use Microsoft's AI apps and what are your reflections?
·1 päivä sitten · MuokattuI use the student version of Copilot that I get through the university. I have created an AI agent that is a professor and teaches the subject I am studying. As long as I prompt it correctly, it answers so well that I soon won't need real lecturers anymore 😄 
·2 päivää sittenIt's probably not difficult to believe that one of the world's largest and most profitable companies goes up again after a dip….2 päivää sitten2 päivää sittenThis was, or kinda still is the biggest dip this company has ever had. One should act accordingly.- ·2 päivää sittenToo late to buy another one?
·2 päivää sittenI still think it's cheap for the quality I personally believe it has. .... Even though I was lucky to add a bit at 355. But it was also unusually oversold. And there was great uncertainty. Conversely, I have also bought at 430 before, probably even at a slightly more expensive USD exchange rate than now, and I still thought that was "quality on offer"... Otherwise, I wouldn't have bought there. So yes, if you also believe in the case, then I think it has a good r/r, especially considering the USD exchange rate. And that it was on Black Friday offer doesn't change that it still seems to be somewhere between (very-) fair value "here and now" - if it's not even still cheap. After all, there have also been some very encouraging news since it briefly tested 355/365. But it can easily test 400-410 before it goes to 500. It's hard to predict.. I'm holding anyway, have approx. the AOP/position size I am comfortable with. Not too big to collapse the house of cards, not too small to be insignificant - and, not least: safe enough for me to sleep soundly...
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.
2026 Q2 -tulosraportti
80 päivää sitten
‧57 min
0,91 USD/osake
Irtoamispäivä 21.5.
0,83%Tuotto/v
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
- ·22 t sittenFor being a so-called sluggish giant, Microsoft has undeniably lost a lot in the SaaSpocalypse. Earlier this week it stood at minus 25% over 6m here above in the chart; at the time of writing -17.5%. Besides the uncertain market situation, during earnings season there is talk about CAPEX (which is of course relevant given how much they invest). But it is my opinion that the market fixates on who is currently an AI winner and who is an AI loser. Losers are, of course, OpenAI and winners are Anthropic. It wasn't long ago that Alphabet was a loser. But does the market consider that Microsoft is also a co-owner in Anthropic? Absolutely, probably only 1-3% but Claude is integrated into Microsoft's products, and Azure runs workloads for Anthropic. This uncertainty about who will be the winner is the best thing there is, we long-term investors think. It's not often that a company like Microsoft loses so much, and then one can add a bit. The market punishes uncertainty enormously, and as I said, I believe the market fixates on the wrong things and a too black-and-white perspective where one believes there will only be one winner. I do not in any way want to defend OpenAI with this, as they deserve much of the criticism they receive, but Microsoft as an investment case... I believe the market is wrong in its valuation of Microsoft even under the uncertain assumption that OpenAI plays out with a stress scenario.
- ·2 päivää sittenI've really roasted Copilot before, but now it's damn good. Do the rest of you use Microsoft's AI apps and what are your reflections?·1 päivä sitten · MuokattuI use the student version of Copilot that I get through the university. I have created an AI agent that is a professor and teaches the subject I am studying. As long as I prompt it correctly, it answers so well that I soon won't need real lecturers anymore 😄
- ·2 päivää sittenIt's probably not difficult to believe that one of the world's largest and most profitable companies goes up again after a dip….2 päivää sitten2 päivää sittenThis was, or kinda still is the biggest dip this company has ever had. One should act accordingly.
- ·2 päivää sittenToo late to buy another one?·2 päivää sittenI still think it's cheap for the quality I personally believe it has. .... Even though I was lucky to add a bit at 355. But it was also unusually oversold. And there was great uncertainty. Conversely, I have also bought at 430 before, probably even at a slightly more expensive USD exchange rate than now, and I still thought that was "quality on offer"... Otherwise, I wouldn't have bought there. So yes, if you also believe in the case, then I think it has a good r/r, especially considering the USD exchange rate. And that it was on Black Friday offer doesn't change that it still seems to be somewhere between (very-) fair value "here and now" - if it's not even still cheap. After all, there have also been some very encouraging news since it briefly tested 355/365. But it can easily test 400-410 before it goes to 500. It's hard to predict.. I'm holding anyway, have approx. the AOP/position size I am comfortable with. Not too big to collapse the house of cards, not too small to be insignificant - and, not least: safe enough for me to sleep soundly...
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 28.1. | ||
Vuosittainen yhtiökokous 2025 5.12.2025 | ||
2026 Q1 -tulosraportti 29.10.2025 | ||
2025 Q4 -tulosraportti 30.7.2025 | ||
2025 Q3 -tulosraportti 30.4.2025 |
2026 Q2 -tulosraportti
80 päivää sitten
‧57 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 Q3 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 28.1. | ||
Vuosittainen yhtiökokous 2025 5.12.2025 | ||
2026 Q1 -tulosraportti 29.10.2025 | ||
2025 Q4 -tulosraportti 30.7.2025 | ||
2025 Q3 -tulosraportti 30.4.2025 |
0,91 USD/osake
Irtoamispäivä 21.5.
0,83%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·22 t sittenFor being a so-called sluggish giant, Microsoft has undeniably lost a lot in the SaaSpocalypse. Earlier this week it stood at minus 25% over 6m here above in the chart; at the time of writing -17.5%. Besides the uncertain market situation, during earnings season there is talk about CAPEX (which is of course relevant given how much they invest). But it is my opinion that the market fixates on who is currently an AI winner and who is an AI loser. Losers are, of course, OpenAI and winners are Anthropic. It wasn't long ago that Alphabet was a loser. But does the market consider that Microsoft is also a co-owner in Anthropic? Absolutely, probably only 1-3% but Claude is integrated into Microsoft's products, and Azure runs workloads for Anthropic. This uncertainty about who will be the winner is the best thing there is, we long-term investors think. It's not often that a company like Microsoft loses so much, and then one can add a bit. The market punishes uncertainty enormously, and as I said, I believe the market fixates on the wrong things and a too black-and-white perspective where one believes there will only be one winner. I do not in any way want to defend OpenAI with this, as they deserve much of the criticism they receive, but Microsoft as an investment case... I believe the market is wrong in its valuation of Microsoft even under the uncertain assumption that OpenAI plays out with a stress scenario.
- ·2 päivää sittenI've really roasted Copilot before, but now it's damn good. Do the rest of you use Microsoft's AI apps and what are your reflections?·1 päivä sitten · MuokattuI use the student version of Copilot that I get through the university. I have created an AI agent that is a professor and teaches the subject I am studying. As long as I prompt it correctly, it answers so well that I soon won't need real lecturers anymore 😄
- ·2 päivää sittenIt's probably not difficult to believe that one of the world's largest and most profitable companies goes up again after a dip….2 päivää sitten2 päivää sittenThis was, or kinda still is the biggest dip this company has ever had. One should act accordingly.
- ·2 päivää sittenToo late to buy another one?·2 päivää sittenI still think it's cheap for the quality I personally believe it has. .... Even though I was lucky to add a bit at 355. But it was also unusually oversold. And there was great uncertainty. Conversely, I have also bought at 430 before, probably even at a slightly more expensive USD exchange rate than now, and I still thought that was "quality on offer"... Otherwise, I wouldn't have bought there. So yes, if you also believe in the case, then I think it has a good r/r, especially considering the USD exchange rate. And that it was on Black Friday offer doesn't change that it still seems to be somewhere between (very-) fair value "here and now" - if it's not even still cheap. After all, there have also been some very encouraging news since it briefly tested 355/365. But it can easily test 400-410 before it goes to 500. It's hard to predict.. I'm holding anyway, have approx. the AOP/position size I am comfortable with. Not too big to collapse the house of cards, not too small to be insignificant - and, not least: safe enough for me to sleep soundly...
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt