2026 Q1 -tulosraportti
75 päivää sitten
‧51 min
Tarjoustasot
Ei dataa
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 | |
|---|---|
2026 Q2 -tulosraportti 4.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
6 t sitten · MuokattuFrom +6% premarket to red after open. Once again, the rug has been pulled by Wall street. They are masters at fleecing even the last pennies from retail. According to a post I saw on X, the average retail investor portfolio in the US is -12% YTD.
1 päivä sittenThis article explains how Nebius is quickly becoming a strong, open-source competitor to major AI companies like Anthropic. It highlights the company's incredible growth, showing that its AI cloud revenue has jumped by over 500% in just one year. Furthermore, having over $9 billion in cash and a 9.3% backing from Nvidia gives Nebius the financial power to win large AI projects. For investors, this article strongly confirms that the company is a serious and well-funded player in the AI race. I wonder when the rest of the market will start to notice the massive potential Nebius has been building behind the scenes. Link to the article: https://seekingalpha.com/article/4925555-nebius-is-turning-into-the-open-source-anthropic
Calling Nebius an “open‑source Anthropic” mixes up two completely different business models. Anthropic is a frontier‑lab with its own models and research‑moat, while Nebius in practice is an infrastructure‑provider that wraps open‑source‑models everyone else can also run. Anthropic owns the model. The weights, the IP, the brand — and thereby the pricing power. Nebius owns none of this. They host others' weights. What you highlight as the model's strength — that Nebius «gets to outsource the most expensive part, the training» — is precisely what removes the differentiation. Kimi K3 is open. This means that Together, Fireworks, Baseten, DeepInfra, Groq, Bedrock, and Vertex can host exactly the same model from the same day, with the same quality. Anthropic has a model no one else can sell. Nebius has a model everyone can sell. It's not «Anthropic with open source» — it's the opposite competitive position. Customer‑ and product mix is completely different. Anthropic sells directly to enterprise, integrates deeply into workflows (agents, tools, security‑ and compliance‑frameworks) and has a high focus on enterprise go‑to‑market. Nebius’ historical core has been capacity leasing to hyperscalers (Meta, Google) and then “bare metal” to AI‑labs, meaning more B2B infrastructure‑sales where margin and negotiating power are completely different. The article calls Layer 2 bare metal. That is the opposite of the term. Bare metal means that the customer rents the physical machine without a hypervisor and without an operating layer, and brings their own OS, drivers, network, storage, and scheduler — the least managed form of cloud rental, designed for customers with their own infrastructure engineers. The quote used says the exact opposite: customers who want to consume capacity «in a managed manner because they don't have all the full stack of their own software». The stack is ambiguously described: This is what the stack actually looks like: Layer 0 — land, power, buildings. Contracted GW and grid connection. Here lies the real moat; it cannot be copied in the short term. Layer 1 — Raw GPU capacity. Meta and Microsoft. Undifferentiated in content, but contractually bound, long-term, and prepaid. This pays the bills today. Layer 2 — Managed cloud. Side note: «bare metal» is by definition unmanaged — the quote you use describes the exact opposite of bare metal. Layer 3 — Token Factory: Pay-per-token on open weights. Own hosting: If you download the open weights to your own virtual machines in the cloud (e.g., Nebius AI Cloud compute), you pay for renting GPU time, regardless of how many tokens you process. Pay-per-token is the standard for serverless APIs. The payment model changes if you change your setup (dedicated endpoints). Guaranteed uptime, having your own fine-tuned models, or requiring strict privacy, you pay a fixed hourly rate per GPU instead of per token. I am, of course, "long" in Nebius.
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.
2026 Q1 -tulosraportti
75 päivää sitten
‧51 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 6 t sitten · MuokattuFrom +6% premarket to red after open. Once again, the rug has been pulled by Wall street. They are masters at fleecing even the last pennies from retail. According to a post I saw on X, the average retail investor portfolio in the US is -12% YTD.
- 1 päivä sittenThis article explains how Nebius is quickly becoming a strong, open-source competitor to major AI companies like Anthropic. It highlights the company's incredible growth, showing that its AI cloud revenue has jumped by over 500% in just one year. Furthermore, having over $9 billion in cash and a 9.3% backing from Nvidia gives Nebius the financial power to win large AI projects. For investors, this article strongly confirms that the company is a serious and well-funded player in the AI race. I wonder when the rest of the market will start to notice the massive potential Nebius has been building behind the scenes. Link to the article: https://seekingalpha.com/article/4925555-nebius-is-turning-into-the-open-source-anthropicCalling Nebius an “open‑source Anthropic” mixes up two completely different business models. Anthropic is a frontier‑lab with its own models and research‑moat, while Nebius in practice is an infrastructure‑provider that wraps open‑source‑models everyone else can also run. Anthropic owns the model. The weights, the IP, the brand — and thereby the pricing power. Nebius owns none of this. They host others' weights. What you highlight as the model's strength — that Nebius «gets to outsource the most expensive part, the training» — is precisely what removes the differentiation. Kimi K3 is open. This means that Together, Fireworks, Baseten, DeepInfra, Groq, Bedrock, and Vertex can host exactly the same model from the same day, with the same quality. Anthropic has a model no one else can sell. Nebius has a model everyone can sell. It's not «Anthropic with open source» — it's the opposite competitive position. Customer‑ and product mix is completely different. Anthropic sells directly to enterprise, integrates deeply into workflows (agents, tools, security‑ and compliance‑frameworks) and has a high focus on enterprise go‑to‑market. Nebius’ historical core has been capacity leasing to hyperscalers (Meta, Google) and then “bare metal” to AI‑labs, meaning more B2B infrastructure‑sales where margin and negotiating power are completely different. The article calls Layer 2 bare metal. That is the opposite of the term. Bare metal means that the customer rents the physical machine without a hypervisor and without an operating layer, and brings their own OS, drivers, network, storage, and scheduler — the least managed form of cloud rental, designed for customers with their own infrastructure engineers. The quote used says the exact opposite: customers who want to consume capacity «in a managed manner because they don't have all the full stack of their own software». The stack is ambiguously described: This is what the stack actually looks like: Layer 0 — land, power, buildings. Contracted GW and grid connection. Here lies the real moat; it cannot be copied in the short term. Layer 1 — Raw GPU capacity. Meta and Microsoft. Undifferentiated in content, but contractually bound, long-term, and prepaid. This pays the bills today. Layer 2 — Managed cloud. Side note: «bare metal» is by definition unmanaged — the quote you use describes the exact opposite of bare metal. Layer 3 — Token Factory: Pay-per-token on open weights. Own hosting: If you download the open weights to your own virtual machines in the cloud (e.g., Nebius AI Cloud compute), you pay for renting GPU time, regardless of how many tokens you process. Pay-per-token is the standard for serverless APIs. The payment model changes if you change your setup (dedicated endpoints). Guaranteed uptime, having your own fine-tuned models, or requiring strict privacy, you pay a fixed hourly rate per GPU instead of per token. I am, of course, "long" in Nebius.
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
Ei dataa
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 | |
|---|---|
2026 Q2 -tulosraportti 4.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 |
2026 Q1 -tulosraportti
75 päivää sitten
‧51 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 | |
|---|---|
2026 Q2 -tulosraportti 4.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 6 t sitten · MuokattuFrom +6% premarket to red after open. Once again, the rug has been pulled by Wall street. They are masters at fleecing even the last pennies from retail. According to a post I saw on X, the average retail investor portfolio in the US is -12% YTD.
- 1 päivä sittenThis article explains how Nebius is quickly becoming a strong, open-source competitor to major AI companies like Anthropic. It highlights the company's incredible growth, showing that its AI cloud revenue has jumped by over 500% in just one year. Furthermore, having over $9 billion in cash and a 9.3% backing from Nvidia gives Nebius the financial power to win large AI projects. For investors, this article strongly confirms that the company is a serious and well-funded player in the AI race. I wonder when the rest of the market will start to notice the massive potential Nebius has been building behind the scenes. Link to the article: https://seekingalpha.com/article/4925555-nebius-is-turning-into-the-open-source-anthropicCalling Nebius an “open‑source Anthropic” mixes up two completely different business models. Anthropic is a frontier‑lab with its own models and research‑moat, while Nebius in practice is an infrastructure‑provider that wraps open‑source‑models everyone else can also run. Anthropic owns the model. The weights, the IP, the brand — and thereby the pricing power. Nebius owns none of this. They host others' weights. What you highlight as the model's strength — that Nebius «gets to outsource the most expensive part, the training» — is precisely what removes the differentiation. Kimi K3 is open. This means that Together, Fireworks, Baseten, DeepInfra, Groq, Bedrock, and Vertex can host exactly the same model from the same day, with the same quality. Anthropic has a model no one else can sell. Nebius has a model everyone can sell. It's not «Anthropic with open source» — it's the opposite competitive position. Customer‑ and product mix is completely different. Anthropic sells directly to enterprise, integrates deeply into workflows (agents, tools, security‑ and compliance‑frameworks) and has a high focus on enterprise go‑to‑market. Nebius’ historical core has been capacity leasing to hyperscalers (Meta, Google) and then “bare metal” to AI‑labs, meaning more B2B infrastructure‑sales where margin and negotiating power are completely different. The article calls Layer 2 bare metal. That is the opposite of the term. Bare metal means that the customer rents the physical machine without a hypervisor and without an operating layer, and brings their own OS, drivers, network, storage, and scheduler — the least managed form of cloud rental, designed for customers with their own infrastructure engineers. The quote used says the exact opposite: customers who want to consume capacity «in a managed manner because they don't have all the full stack of their own software». The stack is ambiguously described: This is what the stack actually looks like: Layer 0 — land, power, buildings. Contracted GW and grid connection. Here lies the real moat; it cannot be copied in the short term. Layer 1 — Raw GPU capacity. Meta and Microsoft. Undifferentiated in content, but contractually bound, long-term, and prepaid. This pays the bills today. Layer 2 — Managed cloud. Side note: «bare metal» is by definition unmanaged — the quote you use describes the exact opposite of bare metal. Layer 3 — Token Factory: Pay-per-token on open weights. Own hosting: If you download the open weights to your own virtual machines in the cloud (e.g., Nebius AI Cloud compute), you pay for renting GPU time, regardless of how many tokens you process. Pay-per-token is the standard for serverless APIs. The payment model changes if you change your setup (dedicated endpoints). Guaranteed uptime, having your own fine-tuned models, or requiring strict privacy, you pay a fixed hourly rate per GPU instead of per token. I am, of course, "long" in Nebius.
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
Ei dataa
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