2025 Q3 -tulosraportti
27 päivää sitten56 min
Tarjoustasot
Määrä
Osto
196
Myynti
Määrä
93
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
100,5VWAP
Alin
95,3VaihtoMäärä
504,1 7 485 047
VWAP
Ylin
100,5Alin
95,3VaihtoMäärä
504,1 7 485 047
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 17.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11. | |
| 2025 Q2 -tulosraportti | 7.8. | |
| 2025 Q1 -tulosraportti | 20.5. | |
| 2024 Q4 -tulosraportti | 20.2. | |
| 2024 Q3 -tulosraportti | 31.10.2024 |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·3 t sitten · MuokattuComparison between IREN and Nebius. For those it may concern. Briefly and in keywords They are not as similar as one might think. Both are so-called NeoClouds that give, for example, other companies the advantage that they do not have to own the data centers themselves, which in turn leads to "leaner accounting" in that they avoid writing down the value of expensive GPUs. First, I'll take IREN, then Nebius: IREN - BTC --> AI data center, 2.9 GW power secured, owns infrastructure, e.g., hubs, green power, was early and secured power before the ChatGPT moment in 2022, which gives them very high margins; their unused power portfolio is apparently the largest in the world among those who operate data centers, according to Agrippa Investment; I believe, for example, a large player will want all or parts of Sweetwater 1 and 2 in Texas, which will have a full 2GW available upon final completion in 2027. My subjective opinion. IREN leases the GPUs, so the write-down is less severe, as I see it. Positive. Write-downs are recorded as losses. Important: IREN has power available. Application time is apparently a full 5-7 years to get connected to the grid. This makes IREN stand out. The contract with Microsoft gives them high credibility. Furthermore, the dark horse is BTC: Should BTC go towards, say, $200,000 and continue upwards from there, IREN will make an insane amount of money. They have a break-even of approx. $37k. Nebius - out of capacity after the contract with Meta (could have been larger had it not been for capacity problems, Nebius claimed); they have the entire vertical, as they say, everything from hardware to software, they have dedicated engineering teams that optimize models and runs, they have now launched Nebius Token Factory which will make it easier for companies to use open-source AI models; they have data centers in Finland, UK (supercomputer platform AI Cloud), Israel, USA; they have assets in ClickHouse, Toloka, Avride (FSD), TripleTen, they build data centers on-demand and have much less debt than, for example, CoreWeave. But they did not secure power early. I think that is a real bottleneck, but this applies especially to the USA, so Nebius fortunately has more legs to stand on, including Europe. Nebius focuses on small start-ups such as Cursor (value: a full $30 billion..., $1 billion annualized revenue as of now), Black Forest Labs, i.e., companies that are very promising and can scale up within the Nebius system, they choose to have a diversified portfolio with many support functions for their customers, and not do like CoreWeave (they are very dependent on e.g. Msft Azure). Nebius is a much broader company than IREN, and has many revenue streams. But they would have loved to have more power... But Nebius originated from Yandex, and the boss Arkady Volozh and his team have had success before, so I believe they can execute and go all the way to the top, so to speak. Power is a temporary bottleneck. I own shares in both. I discovered IREN in autumn/Christmas 2024, and Nebius in January 2025. I believe both companies have enormous upside. Their paths to growth are different. I believe Nebius can become a giant, a kind of NeoCloud Amazon AWS-ish... I believe IREN will be able to become enormously valuable because of the power they have available. The contract with Microsoft valued at $9.7 billion uses 0.2 GW. IREN has 2.9 GW... Say No More. Furthermore, if BTC one day goes to $500,000 or more, then... Anyone's bullish guess. IREN is more of a pure data center provider compared to Nebius.
·7 t sittenNew jump in the number of shareholders who believe in Nebius Group at Nordnet, 5208 people hold akjer in the company as of today's date. 🖥️📈🟢🔥
·2 päivää sitten · MuokattuEvan Helda joins Nebius as Head of Physical AI. He comes from AWS and has experience with spatial computing, including AR, VR, and 3D/XR. https://www.dreammachines.ai/p/physical-ai-deep-dive-part-i-market
·3 päivää sittenWhy does this go up and down so much?
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.
2025 Q3 -tulosraportti
27 päivää sitten56 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
- ·3 t sitten · MuokattuComparison between IREN and Nebius. For those it may concern. Briefly and in keywords They are not as similar as one might think. Both are so-called NeoClouds that give, for example, other companies the advantage that they do not have to own the data centers themselves, which in turn leads to "leaner accounting" in that they avoid writing down the value of expensive GPUs. First, I'll take IREN, then Nebius: IREN - BTC --> AI data center, 2.9 GW power secured, owns infrastructure, e.g., hubs, green power, was early and secured power before the ChatGPT moment in 2022, which gives them very high margins; their unused power portfolio is apparently the largest in the world among those who operate data centers, according to Agrippa Investment; I believe, for example, a large player will want all or parts of Sweetwater 1 and 2 in Texas, which will have a full 2GW available upon final completion in 2027. My subjective opinion. IREN leases the GPUs, so the write-down is less severe, as I see it. Positive. Write-downs are recorded as losses. Important: IREN has power available. Application time is apparently a full 5-7 years to get connected to the grid. This makes IREN stand out. The contract with Microsoft gives them high credibility. Furthermore, the dark horse is BTC: Should BTC go towards, say, $200,000 and continue upwards from there, IREN will make an insane amount of money. They have a break-even of approx. $37k. Nebius - out of capacity after the contract with Meta (could have been larger had it not been for capacity problems, Nebius claimed); they have the entire vertical, as they say, everything from hardware to software, they have dedicated engineering teams that optimize models and runs, they have now launched Nebius Token Factory which will make it easier for companies to use open-source AI models; they have data centers in Finland, UK (supercomputer platform AI Cloud), Israel, USA; they have assets in ClickHouse, Toloka, Avride (FSD), TripleTen, they build data centers on-demand and have much less debt than, for example, CoreWeave. But they did not secure power early. I think that is a real bottleneck, but this applies especially to the USA, so Nebius fortunately has more legs to stand on, including Europe. Nebius focuses on small start-ups such as Cursor (value: a full $30 billion..., $1 billion annualized revenue as of now), Black Forest Labs, i.e., companies that are very promising and can scale up within the Nebius system, they choose to have a diversified portfolio with many support functions for their customers, and not do like CoreWeave (they are very dependent on e.g. Msft Azure). Nebius is a much broader company than IREN, and has many revenue streams. But they would have loved to have more power... But Nebius originated from Yandex, and the boss Arkady Volozh and his team have had success before, so I believe they can execute and go all the way to the top, so to speak. Power is a temporary bottleneck. I own shares in both. I discovered IREN in autumn/Christmas 2024, and Nebius in January 2025. I believe both companies have enormous upside. Their paths to growth are different. I believe Nebius can become a giant, a kind of NeoCloud Amazon AWS-ish... I believe IREN will be able to become enormously valuable because of the power they have available. The contract with Microsoft valued at $9.7 billion uses 0.2 GW. IREN has 2.9 GW... Say No More. Furthermore, if BTC one day goes to $500,000 or more, then... Anyone's bullish guess. IREN is more of a pure data center provider compared to Nebius.
- ·7 t sittenNew jump in the number of shareholders who believe in Nebius Group at Nordnet, 5208 people hold akjer in the company as of today's date. 🖥️📈🟢🔥
- ·2 päivää sitten · MuokattuEvan Helda joins Nebius as Head of Physical AI. He comes from AWS and has experience with spatial computing, including AR, VR, and 3D/XR. https://www.dreammachines.ai/p/physical-ai-deep-dive-part-i-market
- ·3 päivää sittenWhy does this go up and down so much?
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
196
Myynti
Määrä
93
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
100,5VWAP
Alin
95,3VaihtoMäärä
504,1 7 485 047
VWAP
Ylin
100,5Alin
95,3VaihtoMäärä
504,1 7 485 047
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 17.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11. | |
| 2025 Q2 -tulosraportti | 7.8. | |
| 2025 Q1 -tulosraportti | 20.5. | |
| 2024 Q4 -tulosraportti | 20.2. | |
| 2024 Q3 -tulosraportti | 31.10.2024 |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
27 päivää sitten56 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 | |
|---|---|
| 2025 Q4 -tulosraportti | 17.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11. | |
| 2025 Q2 -tulosraportti | 7.8. | |
| 2025 Q1 -tulosraportti | 20.5. | |
| 2024 Q4 -tulosraportti | 20.2. | |
| 2024 Q3 -tulosraportti | 31.10.2024 |
Datan lähde: FactSet, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 t sitten · MuokattuComparison between IREN and Nebius. For those it may concern. Briefly and in keywords They are not as similar as one might think. Both are so-called NeoClouds that give, for example, other companies the advantage that they do not have to own the data centers themselves, which in turn leads to "leaner accounting" in that they avoid writing down the value of expensive GPUs. First, I'll take IREN, then Nebius: IREN - BTC --> AI data center, 2.9 GW power secured, owns infrastructure, e.g., hubs, green power, was early and secured power before the ChatGPT moment in 2022, which gives them very high margins; their unused power portfolio is apparently the largest in the world among those who operate data centers, according to Agrippa Investment; I believe, for example, a large player will want all or parts of Sweetwater 1 and 2 in Texas, which will have a full 2GW available upon final completion in 2027. My subjective opinion. IREN leases the GPUs, so the write-down is less severe, as I see it. Positive. Write-downs are recorded as losses. Important: IREN has power available. Application time is apparently a full 5-7 years to get connected to the grid. This makes IREN stand out. The contract with Microsoft gives them high credibility. Furthermore, the dark horse is BTC: Should BTC go towards, say, $200,000 and continue upwards from there, IREN will make an insane amount of money. They have a break-even of approx. $37k. Nebius - out of capacity after the contract with Meta (could have been larger had it not been for capacity problems, Nebius claimed); they have the entire vertical, as they say, everything from hardware to software, they have dedicated engineering teams that optimize models and runs, they have now launched Nebius Token Factory which will make it easier for companies to use open-source AI models; they have data centers in Finland, UK (supercomputer platform AI Cloud), Israel, USA; they have assets in ClickHouse, Toloka, Avride (FSD), TripleTen, they build data centers on-demand and have much less debt than, for example, CoreWeave. But they did not secure power early. I think that is a real bottleneck, but this applies especially to the USA, so Nebius fortunately has more legs to stand on, including Europe. Nebius focuses on small start-ups such as Cursor (value: a full $30 billion..., $1 billion annualized revenue as of now), Black Forest Labs, i.e., companies that are very promising and can scale up within the Nebius system, they choose to have a diversified portfolio with many support functions for their customers, and not do like CoreWeave (they are very dependent on e.g. Msft Azure). Nebius is a much broader company than IREN, and has many revenue streams. But they would have loved to have more power... But Nebius originated from Yandex, and the boss Arkady Volozh and his team have had success before, so I believe they can execute and go all the way to the top, so to speak. Power is a temporary bottleneck. I own shares in both. I discovered IREN in autumn/Christmas 2024, and Nebius in January 2025. I believe both companies have enormous upside. Their paths to growth are different. I believe Nebius can become a giant, a kind of NeoCloud Amazon AWS-ish... I believe IREN will be able to become enormously valuable because of the power they have available. The contract with Microsoft valued at $9.7 billion uses 0.2 GW. IREN has 2.9 GW... Say No More. Furthermore, if BTC one day goes to $500,000 or more, then... Anyone's bullish guess. IREN is more of a pure data center provider compared to Nebius.
- ·7 t sittenNew jump in the number of shareholders who believe in Nebius Group at Nordnet, 5208 people hold akjer in the company as of today's date. 🖥️📈🟢🔥
- ·2 päivää sitten · MuokattuEvan Helda joins Nebius as Head of Physical AI. He comes from AWS and has experience with spatial computing, including AR, VR, and 3D/XR. https://www.dreammachines.ai/p/physical-ai-deep-dive-part-i-market
- ·3 päivää sittenWhy does this go up and down so much?
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
196
Myynti
Määrä
93
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
100,5VWAP
Alin
95,3VaihtoMäärä
504,1 7 485 047
VWAP
Ylin
100,5Alin
95,3VaihtoMäärä
504,1 7 485 047
Välittäjätilasto
Dataa ei löytynyt