Q3-osavuosiraportti
11 päivää sitten‧56 min
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
88,74VWAP
Alin
78,21VaihtoMäärä
2 941,6 34 963 167
VWAP
Ylin
88,74Alin
78,21VaihtoMäärä
2 941,6 34 963 167
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 11.11. | |
| 2025 Yhtiökokous | 21.8. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q1-osavuosiraportti | 20.5. | |
| 2024 Vuosiraportti | 30.4. |
Datan lähde: Morningstar, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·13 t sittenThe AI bubble that doesn't exist. Michael Burry is shorting the AI market. The same investor who foresaw the subprime crisis is now warning that we are living in an AI bubble with a lack of fundamentals where valuation is driven by speculation, "hype", market momentum and belief in infinite growth. The comparison with 1999 and 2008 is tempting. But this time he is aiming at the wrong target. The rise of AI is not built on bad mortgages or inflated, misleading or exaggerated figures. It is built on something far more fundamental: energy. Václav Smil, a leading researcher on energy systems, has written that «energy is civilization's universal currency. Every model, every inference, every output we describe as intelligent is ultimately a transformation of electricity into structured probability». When Burry shorted the housing market, he bet against human resources. When he shorts AI, he bets against thermodynamics (used in various ways in artificial intelligence, especially in the development of energy-efficient chips and in the modeling of AI processes) and thermodynamics tends to win. When energy becomes the primary input to intelligence, the logic changes. The true cost of intelligence is measured in watts and in the physical capacity to direct energy towards computation. The irony is that the narrative of the «AI bubble» is itself a bubble, inflated by people using outdated analogies for a phenomenon that doesn't fit them. Critics point to OpenAI's operating deficit, the large data requirements and the fact that expenses overshadow revenues. Under classical software economics, this would indeed be a warning sign. But AI does not follow the cost structures of apps or social platforms. It follows the cost structures of infrastructure. The bubble narrative persists because many observers diagnose this moment with the wrong conceptual tools. They treat an energy-driven transformation as if it were a software upgrade. The Dotcom parallel clarifies the debate about the AI bubble. That period is remembered as a bubble because thousands of companies went bankrupt, but that interpretation misses the larger truth. Dot-com created dark fiber, which we didn't yet know how to use. AI is the opposite: The infrastructure is already saturated before it is even built. And just as the S&P today is dominated by a small group of winners that few could have foreseen in 1999, the same will likely apply to AI. We are not witnessing the rise of artificial intelligence. We are witnessing the rise of energy-shaped intelligence. Nothing about it resembles a bubble. It resembles a shift in the structure of civilization.
·20 t sittenThere we broke 80$
·20 t sittenIt's getting worse and worse. Unfathomable, completely impossible to be able to learn the stock market today with algorithm trading which makes us invest in a Roulette Wheel.
·19 t sittenYes I had 180 % return in NBIS, and bought more at 86 $. First purchase was at 49,99. Now I must admit that I regret not selling in both NBIS, PLTR, and AMD. I see that AMZN and Alphabet are doing much better. APPLE too for that matter. The consolation must be that I have good faith in all my stocks. So I'll just buy with both hands when it flattens out. But I have seen that such changes in investor sentiment can last for both one and two years. It happened in 2000, and most recently in 2021. But we can only hope that we avoid such a long-lasting bear market!
1 päivä sitten · Muokattu1 päivä sitten · MuokattuWhat happens if the deals with Microsoft or Meta would get cancelled / annulled? Is it possible the hyperscalers might pull back some of their investments if the bubble bursts and the capacity is not needed any more?
·1 päivä sitten · MuokattuHere is something bullish for Nebius and other neoclouds, which means that entering into a contract with them has a great advantage: There is currently a big discussion around the write-downs (depreciations) of the GPUs. When, for example, Microsoft makes an agreement with Nebius, Microsoft will not have to write down the value of the GPUs and other equipment, because it is owned by Nebius. These are enormous amounts. This therefore favors neoclouds in the further expansion of data centers, as I see it. Microsoft, Meta and others can operate with lighter balance sheets in that way.
·1 päivä sittenWhat do people think. Is it all crashing now. Or is it just an overreaction from the market? Are we going down towards 60 or up towards 100?
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.
Q3-osavuosiraportti
11 päivää sitten‧56 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·13 t sittenThe AI bubble that doesn't exist. Michael Burry is shorting the AI market. The same investor who foresaw the subprime crisis is now warning that we are living in an AI bubble with a lack of fundamentals where valuation is driven by speculation, "hype", market momentum and belief in infinite growth. The comparison with 1999 and 2008 is tempting. But this time he is aiming at the wrong target. The rise of AI is not built on bad mortgages or inflated, misleading or exaggerated figures. It is built on something far more fundamental: energy. Václav Smil, a leading researcher on energy systems, has written that «energy is civilization's universal currency. Every model, every inference, every output we describe as intelligent is ultimately a transformation of electricity into structured probability». When Burry shorted the housing market, he bet against human resources. When he shorts AI, he bets against thermodynamics (used in various ways in artificial intelligence, especially in the development of energy-efficient chips and in the modeling of AI processes) and thermodynamics tends to win. When energy becomes the primary input to intelligence, the logic changes. The true cost of intelligence is measured in watts and in the physical capacity to direct energy towards computation. The irony is that the narrative of the «AI bubble» is itself a bubble, inflated by people using outdated analogies for a phenomenon that doesn't fit them. Critics point to OpenAI's operating deficit, the large data requirements and the fact that expenses overshadow revenues. Under classical software economics, this would indeed be a warning sign. But AI does not follow the cost structures of apps or social platforms. It follows the cost structures of infrastructure. The bubble narrative persists because many observers diagnose this moment with the wrong conceptual tools. They treat an energy-driven transformation as if it were a software upgrade. The Dotcom parallel clarifies the debate about the AI bubble. That period is remembered as a bubble because thousands of companies went bankrupt, but that interpretation misses the larger truth. Dot-com created dark fiber, which we didn't yet know how to use. AI is the opposite: The infrastructure is already saturated before it is even built. And just as the S&P today is dominated by a small group of winners that few could have foreseen in 1999, the same will likely apply to AI. We are not witnessing the rise of artificial intelligence. We are witnessing the rise of energy-shaped intelligence. Nothing about it resembles a bubble. It resembles a shift in the structure of civilization.
- ·20 t sittenThere we broke 80$
- ·20 t sittenIt's getting worse and worse. Unfathomable, completely impossible to be able to learn the stock market today with algorithm trading which makes us invest in a Roulette Wheel.·19 t sittenYes I had 180 % return in NBIS, and bought more at 86 $. First purchase was at 49,99. Now I must admit that I regret not selling in both NBIS, PLTR, and AMD. I see that AMZN and Alphabet are doing much better. APPLE too for that matter. The consolation must be that I have good faith in all my stocks. So I'll just buy with both hands when it flattens out. But I have seen that such changes in investor sentiment can last for both one and two years. It happened in 2000, and most recently in 2021. But we can only hope that we avoid such a long-lasting bear market!
- 1 päivä sitten · Muokattu1 päivä sitten · MuokattuWhat happens if the deals with Microsoft or Meta would get cancelled / annulled? Is it possible the hyperscalers might pull back some of their investments if the bubble bursts and the capacity is not needed any more?·1 päivä sitten · MuokattuHere is something bullish for Nebius and other neoclouds, which means that entering into a contract with them has a great advantage: There is currently a big discussion around the write-downs (depreciations) of the GPUs. When, for example, Microsoft makes an agreement with Nebius, Microsoft will not have to write down the value of the GPUs and other equipment, because it is owned by Nebius. These are enormous amounts. This therefore favors neoclouds in the further expansion of data centers, as I see it. Microsoft, Meta and others can operate with lighter balance sheets in that way.
- ·1 päivä sittenWhat do people think. Is it all crashing now. Or is it just an overreaction from the market? Are we going down towards 60 or up towards 100?
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
88,74VWAP
Alin
78,21VaihtoMäärä
2 941,6 34 963 167
VWAP
Ylin
88,74Alin
78,21VaihtoMäärä
2 941,6 34 963 167
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 11.11. | |
| 2025 Yhtiökokous | 21.8. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q1-osavuosiraportti | 20.5. | |
| 2024 Vuosiraportti | 30.4. |
Datan lähde: Morningstar, Quartr
Q3-osavuosiraportti
11 päivää sitten‧56 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 | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 11.11. | |
| 2025 Yhtiökokous | 21.8. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q1-osavuosiraportti | 20.5. | |
| 2024 Vuosiraportti | 30.4. |
Datan lähde: Morningstar, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·13 t sittenThe AI bubble that doesn't exist. Michael Burry is shorting the AI market. The same investor who foresaw the subprime crisis is now warning that we are living in an AI bubble with a lack of fundamentals where valuation is driven by speculation, "hype", market momentum and belief in infinite growth. The comparison with 1999 and 2008 is tempting. But this time he is aiming at the wrong target. The rise of AI is not built on bad mortgages or inflated, misleading or exaggerated figures. It is built on something far more fundamental: energy. Václav Smil, a leading researcher on energy systems, has written that «energy is civilization's universal currency. Every model, every inference, every output we describe as intelligent is ultimately a transformation of electricity into structured probability». When Burry shorted the housing market, he bet against human resources. When he shorts AI, he bets against thermodynamics (used in various ways in artificial intelligence, especially in the development of energy-efficient chips and in the modeling of AI processes) and thermodynamics tends to win. When energy becomes the primary input to intelligence, the logic changes. The true cost of intelligence is measured in watts and in the physical capacity to direct energy towards computation. The irony is that the narrative of the «AI bubble» is itself a bubble, inflated by people using outdated analogies for a phenomenon that doesn't fit them. Critics point to OpenAI's operating deficit, the large data requirements and the fact that expenses overshadow revenues. Under classical software economics, this would indeed be a warning sign. But AI does not follow the cost structures of apps or social platforms. It follows the cost structures of infrastructure. The bubble narrative persists because many observers diagnose this moment with the wrong conceptual tools. They treat an energy-driven transformation as if it were a software upgrade. The Dotcom parallel clarifies the debate about the AI bubble. That period is remembered as a bubble because thousands of companies went bankrupt, but that interpretation misses the larger truth. Dot-com created dark fiber, which we didn't yet know how to use. AI is the opposite: The infrastructure is already saturated before it is even built. And just as the S&P today is dominated by a small group of winners that few could have foreseen in 1999, the same will likely apply to AI. We are not witnessing the rise of artificial intelligence. We are witnessing the rise of energy-shaped intelligence. Nothing about it resembles a bubble. It resembles a shift in the structure of civilization.
- ·20 t sittenThere we broke 80$
- ·20 t sittenIt's getting worse and worse. Unfathomable, completely impossible to be able to learn the stock market today with algorithm trading which makes us invest in a Roulette Wheel.·19 t sittenYes I had 180 % return in NBIS, and bought more at 86 $. First purchase was at 49,99. Now I must admit that I regret not selling in both NBIS, PLTR, and AMD. I see that AMZN and Alphabet are doing much better. APPLE too for that matter. The consolation must be that I have good faith in all my stocks. So I'll just buy with both hands when it flattens out. But I have seen that such changes in investor sentiment can last for both one and two years. It happened in 2000, and most recently in 2021. But we can only hope that we avoid such a long-lasting bear market!
- 1 päivä sitten · Muokattu1 päivä sitten · MuokattuWhat happens if the deals with Microsoft or Meta would get cancelled / annulled? Is it possible the hyperscalers might pull back some of their investments if the bubble bursts and the capacity is not needed any more?·1 päivä sitten · MuokattuHere is something bullish for Nebius and other neoclouds, which means that entering into a contract with them has a great advantage: There is currently a big discussion around the write-downs (depreciations) of the GPUs. When, for example, Microsoft makes an agreement with Nebius, Microsoft will not have to write down the value of the GPUs and other equipment, because it is owned by Nebius. These are enormous amounts. This therefore favors neoclouds in the further expansion of data centers, as I see it. Microsoft, Meta and others can operate with lighter balance sheets in that way.
- ·1 päivä sittenWhat do people think. Is it all crashing now. Or is it just an overreaction from the market? Are we going down towards 60 or up towards 100?
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
88,74VWAP
Alin
78,21VaihtoMäärä
2 941,6 34 963 167
VWAP
Ylin
88,74Alin
78,21VaihtoMäärä
2 941,6 34 963 167
Välittäjätilasto
Dataa ei löytynyt