2026 Q1 -tulosraportti
38 päivää sitten58 min
0,91 USD/osake
Irtoamispäivä 19.2.2026
0,71 %Tuotto/v
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
483,4VWAP
Alin
478,88VaihtoMäärä
10 898,9 22 608 710
VWAP
Ylin
483,4Alin
478,88VaihtoMäärä
10 898,9 22 608 710
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2026 Q2 -tulosraportti | 4.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| Vuosittainen yhtiökokous 2025 | 5.12. | |
| 2026 Q1 -tulosraportti | 29.10. | |
| 2025 Q4 -tulosraportti | 30.7. | |
| 2025 Q3 -tulosraportti | 30.4. | |
| 2025 Q2 -tulosraportti | 29.1. |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenIs it a good time to buy in now?
·8 t sittenAlways a good time to buy in. 😄 I bought in just before Putin entered Ukraine and am still up over 30% and have been up to 50%.
3 päivää sitten3 päivää sittenOoops·2 päivää sittenIt 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
·27.11.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.2 päivää sitten2 päivää sittenCostco, Munich Re, SAP, cellnex, Novo
·21.11.This one is too cheap now, I'm buying up big.
·21.11.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.
·29.11.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.
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 ja analyysit
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
38 päivää sitten58 min
0,91 USD/osake
Irtoamispäivä 19.2.2026
0,71 %Tuotto/v
Uutiset ja analyysit
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
- ·1 päivä sittenIs it a good time to buy in now?·8 t sittenAlways a good time to buy in. 😄 I bought in just before Putin entered Ukraine and am still up over 30% and have been up to 50%.
- 3 päivää sitten3 päivää sittenOoops·2 päivää sittenIt 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
- ·27.11.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.2 päivää sitten2 päivää sittenCostco, Munich Re, SAP, cellnex, Novo
- ·21.11.This one is too cheap now, I'm buying up big.
- ·21.11.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.·29.11.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.
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
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
483,4VWAP
Alin
478,88VaihtoMäärä
10 898,9 22 608 710
VWAP
Ylin
483,4Alin
478,88VaihtoMäärä
10 898,9 22 608 710
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2026 Q2 -tulosraportti | 4.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| Vuosittainen yhtiökokous 2025 | 5.12. | |
| 2026 Q1 -tulosraportti | 29.10. | |
| 2025 Q4 -tulosraportti | 30.7. | |
| 2025 Q3 -tulosraportti | 30.4. | |
| 2025 Q2 -tulosraportti | 29.1. |
Datan lähde: FactSet, Quartr
2026 Q1 -tulosraportti
38 päivää sitten58 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2026 Q2 -tulosraportti | 4.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| Vuosittainen yhtiökokous 2025 | 5.12. | |
| 2026 Q1 -tulosraportti | 29.10. | |
| 2025 Q4 -tulosraportti | 30.7. | |
| 2025 Q3 -tulosraportti | 30.4. | |
| 2025 Q2 -tulosraportti | 29.1. |
Datan lähde: FactSet, Quartr
0,91 USD/osake
Irtoamispäivä 19.2.2026
0,71 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenIs it a good time to buy in now?·8 t sittenAlways a good time to buy in. 😄 I bought in just before Putin entered Ukraine and am still up over 30% and have been up to 50%.
- 3 päivää sitten3 päivää sittenOoops·2 päivää sittenIt 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
- ·27.11.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.2 päivää sitten2 päivää sittenCostco, Munich Re, SAP, cellnex, Novo
- ·21.11.This one is too cheap now, I'm buying up big.
- ·21.11.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.·29.11.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.
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
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
483,4VWAP
Alin
478,88VaihtoMäärä
10 898,9 22 608 710
VWAP
Ylin
483,4Alin
478,88VaihtoMäärä
10 898,9 22 608 710
Välittäjätilasto
Dataa ei löytynyt