2026 Q4 -tulosraportti
23 päivää sitten
‧1 t 6 min
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 | ||
2026 Q1 -tulosraportti 28.5.2025 |
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Shareville
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21 t sitten · Muokattu21 t sitten · MuokattuThis is completely ridiculous ! Las Vegas would give more predictable and reliable results.
·6 t sittenNvidia has decelerating growth and it is now believed that capex is starting to approach the peak of what they can afford. Ergo, it is believed that this decelerating growth will continue. This is probably why Nvidia is moving sideways. The company is fantastic but that doesn't necessarily mean the stock price should go up and up.
23 t sitten · Muokattu23 t sitten · MuokattuThe Nasdaq composite index is now down almost 6% YTD, it is creeping down slowly and steadily. What is keeping you optimistic about the near future, as the war rages on and rising inflation is predicted?
·23 t sittenIncreased prices are not inflation, they are increased prices. Inflation is always a monetary phenomenon. The number of currency units has increased because people, states, companies borrow (FRB) and your money is worth less per unit. The more directly money ends up on the street, in shops, in society, the more direct the inflation becomes. That's what happened in 2020. A sharply increased oil price is deflationary. It takes purchasing power away from everyone except a few companies, and leads to recession. The economy shrinks, in both output and number of currency units as valuations of most things go down. Similar spikes in oil prices have always led to recession, we are however not at the level that it is nailed down yet. Since 2008 GFC we live in a new world. Central banks worldwide use extreme measures to reverse recessions and systemic risks. If strait of hormuz does not open soon and the destruction of oil facilities ceases (which is my base case) - we will probably head towards an enormous crisis. A crisis central banks will do their utmost to curb, which will ultimately increase risk appetite on the stock market and stocks like NVDA will double in a short time. If SoH opens, it is also bullish. The stock market should go up, and I'm not saying it won't go down in the short term 6-12 months, but we know what it does in the long term. Especially when central banks print money and drive inflation, not least in the USA. Which is positive for us investors who own American stocks, if our SEK retains value but valuations are pushed up due to more dollars - which can happen without the dollar losing much strength.- 1 päivä sitten1 päivä sittenMaybe it's time to sell. This has nothing to do with a perfect company having monopoly in ongoing revolution, it's just a woke kind of discrimination without any common sense.
·2 päivää sittenNVIDIA COLLAPSE IN 2027 ? March 17, 2026 will go down in history as a landmark day. And if you don't believe me, well, do your own due diligence, look up and read about the Microsoft BitNet model and the press release from tether.io I feel a certain responsibility to state it plainly: If you are heavily invested in Nvidia based on the idea that "the world needs infinite GPUs", then you are living in a bubble that has just burst. Microsoft (who else) and the open source community have quietly perfected BitNet (1-bit LLMs). This is an architecture that throws Nvidia's business model out the window. While today's models require enormous amounts of "multiplication", which Nvidia's super expensive chips are made for, BitNet only uses the values -1, 0, and 1. This means the machine only needs to add numbers. Or to put it another way: Microsoft BitNet is a revolutionary approach to large language models (LLM) developed by Microsoft Research, aiming to make AI extremely efficient. The main focus is 1.58-bit LLM models (often referred to as BitNet b1.58), which use a ternary representation of weights (-1, 0, 1) instead of the usual 16-bit floating-point numbers (FP16). And yesterday everything changed: Tether launched the world's first cross platform LoRA fine-tuning framework for BitNet models as part of its QVAC Fabric. This means that for the first time, we can now train and fine-tune models with billions of parameters on completely ordinary hardware: Your laptop, regular graphics cards for gamers, and modern smartphones like iPhone 17 and Samsung S26 etc. are plenty enough. This is the nail in the coffin for Nvidia's dominance. Why should companies continue to pay billions to rent power in Nvidia's data centers when employees can train and run their own models locally on hardware they already own? Since BitNet cuts memory requirements by over 90 %, the need for enormous halls with power-hungry GPU racks disappears. So the need for developers like nscale, nebius and iren etc. will dramatically decrease. The planned giant data centers risk becoming history's most expensive "stranded assets", monuments to a technology that became obsolete overnight. The scary timeline: 2027 is the year it hits I don't think the crash will happen tomorrow, but I see a very clear path towards 2027: Autumn 2026 – The first crack: Nvidia is still delivering on old orders, but new orders for "inference-GPUs" will begin to dry up when companies realize what has happened. People realize they don't need new chips when BitNet runs perfectly on the CPUs they already have. Winter 2026/27 – Margin collapse: When Microsoft and Google fully roll out BitNet, the need for new hardware plummets. Nvidia will have to drastically cut its prices, and margins will fall from 80 % towards 20 %. Mid-2027 – The big re-rating: The market will stop seeing Nvidia as a "magical AI company" and start pricing them as a regular hardware company (like Intel or Dell). A halving of the stock price is a very realistic scenario.
·3 t sittenIf there is no need for large GPU clusters, then Microsoft has made a bad deal to procure conpute from Nebius worth almost 20 billion $ over the next 5 years.3 t sitten3 t sittenTo create a brand-new BitNet model (like Microsoft’s original BitNet b1.58), you currently need massive compute power. Even though the final model is "lightweight," the process of finding those optimal \{-1, 0, 1\} weights requires high-precision gradients and enormous datasets. For this, high-end GPUs like the H100 or H300 remain the gold standard. However, the "DeepSeek-style" disruption is happening in two other areas that bypass the need for a massive GPU farm: 1. The "Tether QVAC" Breakthrough (Fine-tuning) As of March 17, 2026, the game changed for customization. Tether launched the QVAC Fabric, which is the world’s first cross-platform LoRA fine-tuning framework for BitNet. The Reality: You no longer need an H300 to "teach" an existing BitNet model new tricks. The Hardware: You can now fine-tune a 1-billion parameter model on a Samsung S25 in about 80 minutes or an iPhone 16 in under two hours. The Impact: This allows small businesses to take a pre-trained BitNet "base" and customize it for their specific needs (medical, legal, etc.) using just a laptop or a smartphone. 2. Distillation (Converting existing models) Researchers are now using BitDistill to take "fat" models (like an 8-bit or 16-bit Llama 3) and compress them into the BitNet format. While the initial training of Llama 3 took thousands of GPUs, the distillation process to turn it into a 1.58-bit version is significantly cheaper and faster. Once distilled, the model can be deployed on a $500 CPU instead of a $40,000 GP
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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2026 Q4 -tulosraportti
23 päivää sitten
‧1 t 6 min
0,01 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.
Shareville
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Kirjaudu
- 21 t sitten · Muokattu21 t sitten · MuokattuThis is completely ridiculous ! Las Vegas would give more predictable and reliable results.·6 t sittenNvidia has decelerating growth and it is now believed that capex is starting to approach the peak of what they can afford. Ergo, it is believed that this decelerating growth will continue. This is probably why Nvidia is moving sideways. The company is fantastic but that doesn't necessarily mean the stock price should go up and up.
- 23 t sitten · Muokattu23 t sitten · MuokattuThe Nasdaq composite index is now down almost 6% YTD, it is creeping down slowly and steadily. What is keeping you optimistic about the near future, as the war rages on and rising inflation is predicted?·23 t sittenIncreased prices are not inflation, they are increased prices. Inflation is always a monetary phenomenon. The number of currency units has increased because people, states, companies borrow (FRB) and your money is worth less per unit. The more directly money ends up on the street, in shops, in society, the more direct the inflation becomes. That's what happened in 2020. A sharply increased oil price is deflationary. It takes purchasing power away from everyone except a few companies, and leads to recession. The economy shrinks, in both output and number of currency units as valuations of most things go down. Similar spikes in oil prices have always led to recession, we are however not at the level that it is nailed down yet. Since 2008 GFC we live in a new world. Central banks worldwide use extreme measures to reverse recessions and systemic risks. If strait of hormuz does not open soon and the destruction of oil facilities ceases (which is my base case) - we will probably head towards an enormous crisis. A crisis central banks will do their utmost to curb, which will ultimately increase risk appetite on the stock market and stocks like NVDA will double in a short time. If SoH opens, it is also bullish. The stock market should go up, and I'm not saying it won't go down in the short term 6-12 months, but we know what it does in the long term. Especially when central banks print money and drive inflation, not least in the USA. Which is positive for us investors who own American stocks, if our SEK retains value but valuations are pushed up due to more dollars - which can happen without the dollar losing much strength.
- 1 päivä sitten1 päivä sittenMaybe it's time to sell. This has nothing to do with a perfect company having monopoly in ongoing revolution, it's just a woke kind of discrimination without any common sense.
- ·2 päivää sittenNVIDIA COLLAPSE IN 2027 ? March 17, 2026 will go down in history as a landmark day. And if you don't believe me, well, do your own due diligence, look up and read about the Microsoft BitNet model and the press release from tether.io I feel a certain responsibility to state it plainly: If you are heavily invested in Nvidia based on the idea that "the world needs infinite GPUs", then you are living in a bubble that has just burst. Microsoft (who else) and the open source community have quietly perfected BitNet (1-bit LLMs). This is an architecture that throws Nvidia's business model out the window. While today's models require enormous amounts of "multiplication", which Nvidia's super expensive chips are made for, BitNet only uses the values -1, 0, and 1. This means the machine only needs to add numbers. Or to put it another way: Microsoft BitNet is a revolutionary approach to large language models (LLM) developed by Microsoft Research, aiming to make AI extremely efficient. The main focus is 1.58-bit LLM models (often referred to as BitNet b1.58), which use a ternary representation of weights (-1, 0, 1) instead of the usual 16-bit floating-point numbers (FP16). And yesterday everything changed: Tether launched the world's first cross platform LoRA fine-tuning framework for BitNet models as part of its QVAC Fabric. This means that for the first time, we can now train and fine-tune models with billions of parameters on completely ordinary hardware: Your laptop, regular graphics cards for gamers, and modern smartphones like iPhone 17 and Samsung S26 etc. are plenty enough. This is the nail in the coffin for Nvidia's dominance. Why should companies continue to pay billions to rent power in Nvidia's data centers when employees can train and run their own models locally on hardware they already own? Since BitNet cuts memory requirements by over 90 %, the need for enormous halls with power-hungry GPU racks disappears. So the need for developers like nscale, nebius and iren etc. will dramatically decrease. The planned giant data centers risk becoming history's most expensive "stranded assets", monuments to a technology that became obsolete overnight. The scary timeline: 2027 is the year it hits I don't think the crash will happen tomorrow, but I see a very clear path towards 2027: Autumn 2026 – The first crack: Nvidia is still delivering on old orders, but new orders for "inference-GPUs" will begin to dry up when companies realize what has happened. People realize they don't need new chips when BitNet runs perfectly on the CPUs they already have. Winter 2026/27 – Margin collapse: When Microsoft and Google fully roll out BitNet, the need for new hardware plummets. Nvidia will have to drastically cut its prices, and margins will fall from 80 % towards 20 %. Mid-2027 – The big re-rating: The market will stop seeing Nvidia as a "magical AI company" and start pricing them as a regular hardware company (like Intel or Dell). A halving of the stock price is a very realistic scenario.·3 t sittenIf there is no need for large GPU clusters, then Microsoft has made a bad deal to procure conpute from Nebius worth almost 20 billion $ over the next 5 years.3 t sitten3 t sittenTo create a brand-new BitNet model (like Microsoft’s original BitNet b1.58), you currently need massive compute power. Even though the final model is "lightweight," the process of finding those optimal \{-1, 0, 1\} weights requires high-precision gradients and enormous datasets. For this, high-end GPUs like the H100 or H300 remain the gold standard. However, the "DeepSeek-style" disruption is happening in two other areas that bypass the need for a massive GPU farm: 1. The "Tether QVAC" Breakthrough (Fine-tuning) As of March 17, 2026, the game changed for customization. Tether launched the QVAC Fabric, which is the world’s first cross-platform LoRA fine-tuning framework for BitNet. The Reality: You no longer need an H300 to "teach" an existing BitNet model new tricks. The Hardware: You can now fine-tune a 1-billion parameter model on a Samsung S25 in about 80 minutes or an iPhone 16 in under two hours. The Impact: This allows small businesses to take a pre-trained BitNet "base" and customize it for their specific needs (medical, legal, etc.) using just a laptop or a smartphone. 2. Distillation (Converting existing models) Researchers are now using BitDistill to take "fat" models (like an 8-bit or 16-bit Llama 3) and compress them into the BitNet format. While the initial training of Llama 3 took thousands of GPUs, the distillation process to turn it into a 1.58-bit version is significantly cheaper and faster. Once distilled, the model can be deployed on a $500 CPU instead of a $40,000 GP
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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Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 | ||
2026 Q1 -tulosraportti 28.5.2025 |
2026 Q4 -tulosraportti
23 päivää sitten
‧1 t 6 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 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 | ||
2026 Q1 -tulosraportti 28.5.2025 |
0,01 USD/osake
Viimeisin osinko
0,02%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 21 t sitten · Muokattu21 t sitten · MuokattuThis is completely ridiculous ! Las Vegas would give more predictable and reliable results.·6 t sittenNvidia has decelerating growth and it is now believed that capex is starting to approach the peak of what they can afford. Ergo, it is believed that this decelerating growth will continue. This is probably why Nvidia is moving sideways. The company is fantastic but that doesn't necessarily mean the stock price should go up and up.
- 23 t sitten · Muokattu23 t sitten · MuokattuThe Nasdaq composite index is now down almost 6% YTD, it is creeping down slowly and steadily. What is keeping you optimistic about the near future, as the war rages on and rising inflation is predicted?·23 t sittenIncreased prices are not inflation, they are increased prices. Inflation is always a monetary phenomenon. The number of currency units has increased because people, states, companies borrow (FRB) and your money is worth less per unit. The more directly money ends up on the street, in shops, in society, the more direct the inflation becomes. That's what happened in 2020. A sharply increased oil price is deflationary. It takes purchasing power away from everyone except a few companies, and leads to recession. The economy shrinks, in both output and number of currency units as valuations of most things go down. Similar spikes in oil prices have always led to recession, we are however not at the level that it is nailed down yet. Since 2008 GFC we live in a new world. Central banks worldwide use extreme measures to reverse recessions and systemic risks. If strait of hormuz does not open soon and the destruction of oil facilities ceases (which is my base case) - we will probably head towards an enormous crisis. A crisis central banks will do their utmost to curb, which will ultimately increase risk appetite on the stock market and stocks like NVDA will double in a short time. If SoH opens, it is also bullish. The stock market should go up, and I'm not saying it won't go down in the short term 6-12 months, but we know what it does in the long term. Especially when central banks print money and drive inflation, not least in the USA. Which is positive for us investors who own American stocks, if our SEK retains value but valuations are pushed up due to more dollars - which can happen without the dollar losing much strength.
- 1 päivä sitten1 päivä sittenMaybe it's time to sell. This has nothing to do with a perfect company having monopoly in ongoing revolution, it's just a woke kind of discrimination without any common sense.
- ·2 päivää sittenNVIDIA COLLAPSE IN 2027 ? March 17, 2026 will go down in history as a landmark day. And if you don't believe me, well, do your own due diligence, look up and read about the Microsoft BitNet model and the press release from tether.io I feel a certain responsibility to state it plainly: If you are heavily invested in Nvidia based on the idea that "the world needs infinite GPUs", then you are living in a bubble that has just burst. Microsoft (who else) and the open source community have quietly perfected BitNet (1-bit LLMs). This is an architecture that throws Nvidia's business model out the window. While today's models require enormous amounts of "multiplication", which Nvidia's super expensive chips are made for, BitNet only uses the values -1, 0, and 1. This means the machine only needs to add numbers. Or to put it another way: Microsoft BitNet is a revolutionary approach to large language models (LLM) developed by Microsoft Research, aiming to make AI extremely efficient. The main focus is 1.58-bit LLM models (often referred to as BitNet b1.58), which use a ternary representation of weights (-1, 0, 1) instead of the usual 16-bit floating-point numbers (FP16). And yesterday everything changed: Tether launched the world's first cross platform LoRA fine-tuning framework for BitNet models as part of its QVAC Fabric. This means that for the first time, we can now train and fine-tune models with billions of parameters on completely ordinary hardware: Your laptop, regular graphics cards for gamers, and modern smartphones like iPhone 17 and Samsung S26 etc. are plenty enough. This is the nail in the coffin for Nvidia's dominance. Why should companies continue to pay billions to rent power in Nvidia's data centers when employees can train and run their own models locally on hardware they already own? Since BitNet cuts memory requirements by over 90 %, the need for enormous halls with power-hungry GPU racks disappears. So the need for developers like nscale, nebius and iren etc. will dramatically decrease. The planned giant data centers risk becoming history's most expensive "stranded assets", monuments to a technology that became obsolete overnight. The scary timeline: 2027 is the year it hits I don't think the crash will happen tomorrow, but I see a very clear path towards 2027: Autumn 2026 – The first crack: Nvidia is still delivering on old orders, but new orders for "inference-GPUs" will begin to dry up when companies realize what has happened. People realize they don't need new chips when BitNet runs perfectly on the CPUs they already have. Winter 2026/27 – Margin collapse: When Microsoft and Google fully roll out BitNet, the need for new hardware plummets. Nvidia will have to drastically cut its prices, and margins will fall from 80 % towards 20 %. Mid-2027 – The big re-rating: The market will stop seeing Nvidia as a "magical AI company" and start pricing them as a regular hardware company (like Intel or Dell). A halving of the stock price is a very realistic scenario.·3 t sittenIf there is no need for large GPU clusters, then Microsoft has made a bad deal to procure conpute from Nebius worth almost 20 billion $ over the next 5 years.3 t sitten3 t sittenTo create a brand-new BitNet model (like Microsoft’s original BitNet b1.58), you currently need massive compute power. Even though the final model is "lightweight," the process of finding those optimal \{-1, 0, 1\} weights requires high-precision gradients and enormous datasets. For this, high-end GPUs like the H100 or H300 remain the gold standard. However, the "DeepSeek-style" disruption is happening in two other areas that bypass the need for a massive GPU farm: 1. The "Tether QVAC" Breakthrough (Fine-tuning) As of March 17, 2026, the game changed for customization. Tether launched the QVAC Fabric, which is the world’s first cross-platform LoRA fine-tuning framework for BitNet. The Reality: You no longer need an H300 to "teach" an existing BitNet model new tricks. The Hardware: You can now fine-tune a 1-billion parameter model on a Samsung S25 in about 80 minutes or an iPhone 16 in under two hours. The Impact: This allows small businesses to take a pre-trained BitNet "base" and customize it for their specific needs (medical, legal, etc.) using just a laptop or a smartphone. 2. Distillation (Converting existing models) Researchers are now using BitDistill to take "fat" models (like an 8-bit or 16-bit Llama 3) and compress them into the BitNet format. While the initial training of Llama 3 took thousands of GPUs, the distillation process to turn it into a 1.58-bit version is significantly cheaper and faster. Once distilled, the model can be deployed on a $500 CPU instead of a $40,000 GP
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