2027 Q1 -tulosraportti
UUTTA
2 päivää sitten
‧59 min
0,25 USD/osake
Irtoamispäivä 4.6.
0,02%Tuotto/v
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
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
·4 t sittenThat's all from me, I unfortunately believe that Nvid has lost its grip on the AI race now.. there are far too many better companies that have overtaken now..
·9 t sittenHave been following NVIDIA for a while now, first bought in 2023 after the ChatGPT wave really took off. Thought I'd share some thoughts after the Q1 report that came out on May 20. The numbers are quite wild. Revenue of 81.6 billion dollars, up 85 percent from the previous year. Data center alone accounted for 75.2 billion. The gross margin is around 75 percent, which is insanely high for such a large company. They guide 91 billion for the next quarter, and that's without factoring in anything from China. If the China situation resolves in the long term, it's pure upside. On top of that comes 80 billion dollars in new buybacks and increased dividends. Says a bit about how confident they are in their cash flow. What I like best is how broadly they are expanding. The Vera Rubin platform, collaboration with Google Cloud, partnership with Marvell, and the entire automotive initiative with Hyundai, Uber and BYD. As I see it, this is no longer just about GPUs for data centers. They are trying to become the very infrastructure for AI. The stock has been a rocket, but it certainly hasn't been a straight line. The DeepSeek shock in January 2025 and China concerns have caused significant dips along the way. For my part, it has paid off to sit through such periods rather than trying to time bottoms and tops. Why is the stock where it is now? Hyperscaler investments continue to increase, competitors haven't managed to gain much market share, and CUDA is still a wide moat. Sentiment is optimistic, but not euphoric like in 2024. Short-term risk: hyperscaler capex could flatten out, China restrictions could become tighter, and there's always a chance that new models can do more with less computing power. Long term, meaning 3-5 years, I still believe in the case. Agentic AI and physical AI are still early, and if NVIDIA maintains technology leadership, then we're talking about completely different revenue than today. My conclusion: holding. Considered trimming a bit since the position has become large, but I find no clear sell signals in this report. I am long-term and don't sell winners just because they have gone up a lot. Am I buying more? Probably not right now, rather waiting for a correction.
·7 t sittenWaiting patiently for offers - inflation and rising interest rates are the biggest risk currently but there can be many reasons for temporary drops. I own a large share myself which I will not sell even though I should now as I know there will be a decent drop below 200 at some point.
·50 min sittenIf one waits for a correction, one loses. One should stay in the market and possibly set SL on one's positions. I have SL on all of mine, and adjust them continuously.
13 t sitten13 t sittenKorean Kospi index +8% due to Nvidia's good Q1 results... Nvidia own stock -1% 🤔??
13 t sitten13 t sittenNvidia hyvinkin laskee huomenna lisää. Uskon että otetaan vauhtia 214 USD. Markkinoilla pelataan nyt pokeria. Kuukauden päästä ollaan 240-250 USD·7 t sittenDon't you think we'll see 165 again, just like a couple of weeks ago, possibly due to interest rate panic?
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
UUTTA
2 päivää sitten
‧59 min
0,25 USD/osake
Irtoamispäivä 4.6.
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
- ·4 t sittenThat's all from me, I unfortunately believe that Nvid has lost its grip on the AI race now.. there are far too many better companies that have overtaken now..
- ·9 t sittenHave been following NVIDIA for a while now, first bought in 2023 after the ChatGPT wave really took off. Thought I'd share some thoughts after the Q1 report that came out on May 20. The numbers are quite wild. Revenue of 81.6 billion dollars, up 85 percent from the previous year. Data center alone accounted for 75.2 billion. The gross margin is around 75 percent, which is insanely high for such a large company. They guide 91 billion for the next quarter, and that's without factoring in anything from China. If the China situation resolves in the long term, it's pure upside. On top of that comes 80 billion dollars in new buybacks and increased dividends. Says a bit about how confident they are in their cash flow. What I like best is how broadly they are expanding. The Vera Rubin platform, collaboration with Google Cloud, partnership with Marvell, and the entire automotive initiative with Hyundai, Uber and BYD. As I see it, this is no longer just about GPUs for data centers. They are trying to become the very infrastructure for AI. The stock has been a rocket, but it certainly hasn't been a straight line. The DeepSeek shock in January 2025 and China concerns have caused significant dips along the way. For my part, it has paid off to sit through such periods rather than trying to time bottoms and tops. Why is the stock where it is now? Hyperscaler investments continue to increase, competitors haven't managed to gain much market share, and CUDA is still a wide moat. Sentiment is optimistic, but not euphoric like in 2024. Short-term risk: hyperscaler capex could flatten out, China restrictions could become tighter, and there's always a chance that new models can do more with less computing power. Long term, meaning 3-5 years, I still believe in the case. Agentic AI and physical AI are still early, and if NVIDIA maintains technology leadership, then we're talking about completely different revenue than today. My conclusion: holding. Considered trimming a bit since the position has become large, but I find no clear sell signals in this report. I am long-term and don't sell winners just because they have gone up a lot. Am I buying more? Probably not right now, rather waiting for a correction.·7 t sittenWaiting patiently for offers - inflation and rising interest rates are the biggest risk currently but there can be many reasons for temporary drops. I own a large share myself which I will not sell even though I should now as I know there will be a decent drop below 200 at some point.·50 min sittenIf one waits for a correction, one loses. One should stay in the market and possibly set SL on one's positions. I have SL on all of mine, and adjust them continuously.
- 13 t sitten13 t sittenKorean Kospi index +8% due to Nvidia's good Q1 results... Nvidia own stock -1% 🤔??
- 13 t sitten13 t sittenNvidia hyvinkin laskee huomenna lisää. Uskon että otetaan vauhtia 214 USD. Markkinoilla pelataan nyt pokeria. Kuukauden päästä ollaan 240-250 USD·7 t sittenDon't you think we'll see 165 again, just like a couple of weeks ago, possibly due to interest rate panic?
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
UUTTA
2 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
Irtoamispäivä 4.6.
0,02%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sittenThat's all from me, I unfortunately believe that Nvid has lost its grip on the AI race now.. there are far too many better companies that have overtaken now..
- ·9 t sittenHave been following NVIDIA for a while now, first bought in 2023 after the ChatGPT wave really took off. Thought I'd share some thoughts after the Q1 report that came out on May 20. The numbers are quite wild. Revenue of 81.6 billion dollars, up 85 percent from the previous year. Data center alone accounted for 75.2 billion. The gross margin is around 75 percent, which is insanely high for such a large company. They guide 91 billion for the next quarter, and that's without factoring in anything from China. If the China situation resolves in the long term, it's pure upside. On top of that comes 80 billion dollars in new buybacks and increased dividends. Says a bit about how confident they are in their cash flow. What I like best is how broadly they are expanding. The Vera Rubin platform, collaboration with Google Cloud, partnership with Marvell, and the entire automotive initiative with Hyundai, Uber and BYD. As I see it, this is no longer just about GPUs for data centers. They are trying to become the very infrastructure for AI. The stock has been a rocket, but it certainly hasn't been a straight line. The DeepSeek shock in January 2025 and China concerns have caused significant dips along the way. For my part, it has paid off to sit through such periods rather than trying to time bottoms and tops. Why is the stock where it is now? Hyperscaler investments continue to increase, competitors haven't managed to gain much market share, and CUDA is still a wide moat. Sentiment is optimistic, but not euphoric like in 2024. Short-term risk: hyperscaler capex could flatten out, China restrictions could become tighter, and there's always a chance that new models can do more with less computing power. Long term, meaning 3-5 years, I still believe in the case. Agentic AI and physical AI are still early, and if NVIDIA maintains technology leadership, then we're talking about completely different revenue than today. My conclusion: holding. Considered trimming a bit since the position has become large, but I find no clear sell signals in this report. I am long-term and don't sell winners just because they have gone up a lot. Am I buying more? Probably not right now, rather waiting for a correction.·7 t sittenWaiting patiently for offers - inflation and rising interest rates are the biggest risk currently but there can be many reasons for temporary drops. I own a large share myself which I will not sell even though I should now as I know there will be a decent drop below 200 at some point.·50 min sittenIf one waits for a correction, one loses. One should stay in the market and possibly set SL on one's positions. I have SL on all of mine, and adjust them continuously.
- 13 t sitten13 t sittenKorean Kospi index +8% due to Nvidia's good Q1 results... Nvidia own stock -1% 🤔??
- 13 t sitten13 t sittenNvidia hyvinkin laskee huomenna lisää. Uskon että otetaan vauhtia 214 USD. Markkinoilla pelataan nyt pokeria. Kuukauden päästä ollaan 240-250 USD·7 t sittenDon't you think we'll see 165 again, just like a couple of weeks ago, possibly due to interest rate panic?
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