2027 Q1 -tulosraportti
18 päivää sitten
‧59 min
0,25 USD/osake
Viimeisin osinko
0,02%Tuotto/v
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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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 -tulosraportti 20.5. | ||
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·6 t sittenI've seen some argue that chip buyers like Microsoft, meta, oracle and Amazon will lose on their AI investments until at least 2030, the same period that is intended precisely for AI investments, and believe this will lead to the companies almost having negative cash flow during this period. My thoughts are then that during this period there will be several rounds of «discount price» in these companies, and then we will see larger and more stable cash flow as a result of many years of massive AI investment, and the stock price will follow. Thoughts?
·3 t sittenCertainly, there have been many corrections followed by upturns and new corrections in recent years. Last year, it was not uncommon for everyone to talk about CAPEX before, and after, reports. One wondered how much of the free cash went into investments with uncertain future results. Capex affected stock prices a lot during reporting seasons. Had Alphabet issued a new share issue a year ago, the market would have punished them very severely. Today, they get away with a few percent minus. What has changed is that by 2026, it has become completely obvious (the saaspocalypse) even to the slow ones that AI can do more than just chat and answer questions about how long a piece of string is. I wrote several times in 2024-2025 that AI is at the same level as when the internet came in the 90s and you had to explain to grandma that you can "chat with someone sitting in Australia"... and now in 2026, grandma has probably visited her first "museum on the computer". Some here might be too young to understand my incredibly humorous analogies. I agree with your thoughts that there might be several rounds. The fear that these enormous investments will not yield returns makes the sheep run. Then the sheep become terrified of missing the party, FOMO, and run back. Back and forth. Nvidia, however, is a brilliant example of a stock that has matured relatively much in the past year. In other words, YES, the day one realizes that the investments will pay off, the risk premium on stock prices will change, and it will follow future cash flow. No one knows what will happen - that's what makes it so exciting. On the Ezra Klein Show on March 27, 2026, Ezra talks with Jack Clark, and I can really recommend that episode. Jack Clark doesn't try to 'sell' a one-sided view of AI, but when they talk about changes in society, he describes an opportunity for the Western world, with very well-chosen words and wise reservations, for a period of double-digit GDP growth. IF we were to come close to that within 15 years, I want to own stocks. Best to start as soon as possible 😊. Buy and hold. Disclaimer: Don't dismiss Jack Clark without listening to the episode. He is very well-balanced in his answers.
·10 t sittenWill SpaceX's new deal with Google have an impact on Nvidia? I'm thinking about the fact that it's Nvidia's GPUs, processors, etc., that are behind the deal.
·1 päivä sittenElon Musk's space fantasies seem to drain the market of capital. People are selling profitable fast-growing companies like NVIDIA for a company that is light-years from profits. Unfortunately, pension savers and others are forced to participate in the spectacle. China saved Tesla, but they will not save SpaceX.
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.
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.
2027 Q1 -tulosraportti
18 päivää sitten
‧59 min
0,25 USD/osake
Viimeisin osinko
0,02%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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sittenI've seen some argue that chip buyers like Microsoft, meta, oracle and Amazon will lose on their AI investments until at least 2030, the same period that is intended precisely for AI investments, and believe this will lead to the companies almost having negative cash flow during this period. My thoughts are then that during this period there will be several rounds of «discount price» in these companies, and then we will see larger and more stable cash flow as a result of many years of massive AI investment, and the stock price will follow. Thoughts?·3 t sittenCertainly, there have been many corrections followed by upturns and new corrections in recent years. Last year, it was not uncommon for everyone to talk about CAPEX before, and after, reports. One wondered how much of the free cash went into investments with uncertain future results. Capex affected stock prices a lot during reporting seasons. Had Alphabet issued a new share issue a year ago, the market would have punished them very severely. Today, they get away with a few percent minus. What has changed is that by 2026, it has become completely obvious (the saaspocalypse) even to the slow ones that AI can do more than just chat and answer questions about how long a piece of string is. I wrote several times in 2024-2025 that AI is at the same level as when the internet came in the 90s and you had to explain to grandma that you can "chat with someone sitting in Australia"... and now in 2026, grandma has probably visited her first "museum on the computer". Some here might be too young to understand my incredibly humorous analogies. I agree with your thoughts that there might be several rounds. The fear that these enormous investments will not yield returns makes the sheep run. Then the sheep become terrified of missing the party, FOMO, and run back. Back and forth. Nvidia, however, is a brilliant example of a stock that has matured relatively much in the past year. In other words, YES, the day one realizes that the investments will pay off, the risk premium on stock prices will change, and it will follow future cash flow. No one knows what will happen - that's what makes it so exciting. On the Ezra Klein Show on March 27, 2026, Ezra talks with Jack Clark, and I can really recommend that episode. Jack Clark doesn't try to 'sell' a one-sided view of AI, but when they talk about changes in society, he describes an opportunity for the Western world, with very well-chosen words and wise reservations, for a period of double-digit GDP growth. IF we were to come close to that within 15 years, I want to own stocks. Best to start as soon as possible 😊. Buy and hold. Disclaimer: Don't dismiss Jack Clark without listening to the episode. He is very well-balanced in his answers.
- ·10 t sittenWill SpaceX's new deal with Google have an impact on Nvidia? I'm thinking about the fact that it's Nvidia's GPUs, processors, etc., that are behind the deal.
- ·1 päivä sittenElon Musk's space fantasies seem to drain the market of capital. People are selling profitable fast-growing companies like NVIDIA for a company that is light-years from profits. Unfortunately, pension savers and others are forced to participate in the spectacle. China saved Tesla, but they will not save SpaceX.
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
Määrä
Osto
-
Myynti
Määrä
-
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 -tulosraportti 20.5. | ||
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 |
2027 Q1 -tulosraportti
18 päivää sitten
‧59 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 | |
|---|---|
2027 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 -tulosraportti 20.5. | ||
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 |
0,25 USD/osake
Viimeisin osinko
0,02%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sittenI've seen some argue that chip buyers like Microsoft, meta, oracle and Amazon will lose on their AI investments until at least 2030, the same period that is intended precisely for AI investments, and believe this will lead to the companies almost having negative cash flow during this period. My thoughts are then that during this period there will be several rounds of «discount price» in these companies, and then we will see larger and more stable cash flow as a result of many years of massive AI investment, and the stock price will follow. Thoughts?·3 t sittenCertainly, there have been many corrections followed by upturns and new corrections in recent years. Last year, it was not uncommon for everyone to talk about CAPEX before, and after, reports. One wondered how much of the free cash went into investments with uncertain future results. Capex affected stock prices a lot during reporting seasons. Had Alphabet issued a new share issue a year ago, the market would have punished them very severely. Today, they get away with a few percent minus. What has changed is that by 2026, it has become completely obvious (the saaspocalypse) even to the slow ones that AI can do more than just chat and answer questions about how long a piece of string is. I wrote several times in 2024-2025 that AI is at the same level as when the internet came in the 90s and you had to explain to grandma that you can "chat with someone sitting in Australia"... and now in 2026, grandma has probably visited her first "museum on the computer". Some here might be too young to understand my incredibly humorous analogies. I agree with your thoughts that there might be several rounds. The fear that these enormous investments will not yield returns makes the sheep run. Then the sheep become terrified of missing the party, FOMO, and run back. Back and forth. Nvidia, however, is a brilliant example of a stock that has matured relatively much in the past year. In other words, YES, the day one realizes that the investments will pay off, the risk premium on stock prices will change, and it will follow future cash flow. No one knows what will happen - that's what makes it so exciting. On the Ezra Klein Show on March 27, 2026, Ezra talks with Jack Clark, and I can really recommend that episode. Jack Clark doesn't try to 'sell' a one-sided view of AI, but when they talk about changes in society, he describes an opportunity for the Western world, with very well-chosen words and wise reservations, for a period of double-digit GDP growth. IF we were to come close to that within 15 years, I want to own stocks. Best to start as soon as possible 😊. Buy and hold. Disclaimer: Don't dismiss Jack Clark without listening to the episode. He is very well-balanced in his answers.
- ·10 t sittenWill SpaceX's new deal with Google have an impact on Nvidia? I'm thinking about the fact that it's Nvidia's GPUs, processors, etc., that are behind the deal.
- ·1 päivä sittenElon Musk's space fantasies seem to drain the market of capital. People are selling profitable fast-growing companies like NVIDIA for a company that is light-years from profits. Unfortunately, pension savers and others are forced to participate in the spectacle. China saved Tesla, but they will not save SpaceX.
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
Määrä
Osto
-
Myynti
Määrä
-
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