Q2-osavuosiraportti
42 päivää sitten‧45 min
Tarjoustasot
Määrä
Osto
1
Myynti
Määrä
2
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
97,68VWAP
Alin
92,03VaihtoMäärä
1 145,2 17 950 832
VWAP
Ylin
97,68Alin
92,03VaihtoMäärä
1 145,2 17 950 832
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Yhtiökokous | 21.8. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q1-osavuosiraportti | 20.5. | |
| 2024 Vuosiraportti | 30.4. | |
| 2024 Q4-osavuosiraportti | 20.2. |
Datan lähde: Morningstar, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
14 t sitten·Has it become too expensive? Not necessarily. https://www.tradingview.com/news/zacks:70c5bcd1c094b:0-nosebleed-valuation-why-nebius-s-microsoft-deal-changes-everything/
2 t sitten·started buying at 66, but bought more at 89. will go high if you think long term
1 päivä sitten · Muokattu·I work in psychiatry, and based on my observations of the AI market, we still have a long way to go before it will be relevant to make the diagnosis called manic. I think, completely subjectively and limited by my own inadequacy and bias influenced by psychiatry, that 2026 will be a year when manic behavior _can_ occur. I think, still completely subjectively, that the manic phase may be followed by a depressive phase. When? At the earliest, summer/autumn 2026, but understand that I could be wrong, because the future is always in a thick, impenetrable fog... It is still not stupid to be aware that the cycle we are in, the megatrend called AI, will have its strong and weak periods. My amateur assumption is that the strong growth in sales and EPS we are seeing now will be difficult to beat in a year's time, meaning that the quarterly comparison basis from the previous year (i.e. this year) will be so good that growth next fall will appear relatively weak (but not bad, objectively speaking) and thus that the market will consider this a deacceleration and at least a temporary peak, which, hopefully, can give the long-term among us good opportunities to replenish because the price will go down. The Fed will probably cut interest rates today, announced at 8:00 PM Norwegian time, but because inflation is still somewhat high, it could lead to another pause in the cuts after a few rounds of cuts, just like in January 2025, and it could be an extra trigger if this coincides with a manic phase. But: If the cuts are paused before a possible manic phase, the manic phase can be postponed in time, I think, still completely subjective. What I am waiting for is for the market to become uncritical of AI as a megatrend and therefore enter completely uncritically into various AI stocks, and of course the market in general, but especially small-caps, to which Nebius currently belongs. In this context, we can also experience a number of opportunistic IPOs from AI companies, more or less solid, who want to make big money on the euphoria. That will create even greater positive momentum. We know that the large funds, institutional investors, have held back money after the bottom in April this year and have large funds ready to invest in the market. When/if they eventually enter, e.g. triggered by the Fed's interest rate cuts, the market will necessarily rise quite a bit, which can result in extensive positivism - hence the mania. The weekly aaii investor survey, which is published every Wednesday, shows the following distribution on September 10: Bullish 28% Neutral 22.5% Bearish 49.5% Which is surprising all the time the market is ATH. Any interest rate cuts by the Fed will possibly flip this distribution so that there is an overweight that is bullish. Then we have the basis for new ATHs and thus eventually a manic phase. Link to aaii's survey: https://www.aaii.com/sentimentsurvey/sent_results This was a long post. I know.🤷 All right!
1 päivä sitten·Nice and strange post when translated into Danish 🤣
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.
Q2-osavuosiraportti
42 päivää sitten‧45 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
- 14 t sitten·Has it become too expensive? Not necessarily. https://www.tradingview.com/news/zacks:70c5bcd1c094b:0-nosebleed-valuation-why-nebius-s-microsoft-deal-changes-everything/2 t sitten·started buying at 66, but bought more at 89. will go high if you think long term
- 1 päivä sitten · Muokattu·I work in psychiatry, and based on my observations of the AI market, we still have a long way to go before it will be relevant to make the diagnosis called manic. I think, completely subjectively and limited by my own inadequacy and bias influenced by psychiatry, that 2026 will be a year when manic behavior _can_ occur. I think, still completely subjectively, that the manic phase may be followed by a depressive phase. When? At the earliest, summer/autumn 2026, but understand that I could be wrong, because the future is always in a thick, impenetrable fog... It is still not stupid to be aware that the cycle we are in, the megatrend called AI, will have its strong and weak periods. My amateur assumption is that the strong growth in sales and EPS we are seeing now will be difficult to beat in a year's time, meaning that the quarterly comparison basis from the previous year (i.e. this year) will be so good that growth next fall will appear relatively weak (but not bad, objectively speaking) and thus that the market will consider this a deacceleration and at least a temporary peak, which, hopefully, can give the long-term among us good opportunities to replenish because the price will go down. The Fed will probably cut interest rates today, announced at 8:00 PM Norwegian time, but because inflation is still somewhat high, it could lead to another pause in the cuts after a few rounds of cuts, just like in January 2025, and it could be an extra trigger if this coincides with a manic phase. But: If the cuts are paused before a possible manic phase, the manic phase can be postponed in time, I think, still completely subjective. What I am waiting for is for the market to become uncritical of AI as a megatrend and therefore enter completely uncritically into various AI stocks, and of course the market in general, but especially small-caps, to which Nebius currently belongs. In this context, we can also experience a number of opportunistic IPOs from AI companies, more or less solid, who want to make big money on the euphoria. That will create even greater positive momentum. We know that the large funds, institutional investors, have held back money after the bottom in April this year and have large funds ready to invest in the market. When/if they eventually enter, e.g. triggered by the Fed's interest rate cuts, the market will necessarily rise quite a bit, which can result in extensive positivism - hence the mania. The weekly aaii investor survey, which is published every Wednesday, shows the following distribution on September 10: Bullish 28% Neutral 22.5% Bearish 49.5% Which is surprising all the time the market is ATH. Any interest rate cuts by the Fed will possibly flip this distribution so that there is an overweight that is bullish. Then we have the basis for new ATHs and thus eventually a manic phase. Link to aaii's survey: https://www.aaii.com/sentimentsurvey/sent_results This was a long post. I know.🤷 All right!1 päivä sitten·Nice and strange post when translated into Danish 🤣
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
1
Myynti
Määrä
2
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
97,68VWAP
Alin
92,03VaihtoMäärä
1 145,2 17 950 832
VWAP
Ylin
97,68Alin
92,03VaihtoMäärä
1 145,2 17 950 832
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Yhtiökokous | 21.8. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q1-osavuosiraportti | 20.5. | |
| 2024 Vuosiraportti | 30.4. | |
| 2024 Q4-osavuosiraportti | 20.2. |
Datan lähde: Morningstar, Quartr
Q2-osavuosiraportti
42 päivää sitten‧45 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 Yhtiökokous | 21.8. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q1-osavuosiraportti | 20.5. | |
| 2024 Vuosiraportti | 30.4. | |
| 2024 Q4-osavuosiraportti | 20.2. |
Datan lähde: Morningstar, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 14 t sitten·Has it become too expensive? Not necessarily. https://www.tradingview.com/news/zacks:70c5bcd1c094b:0-nosebleed-valuation-why-nebius-s-microsoft-deal-changes-everything/2 t sitten·started buying at 66, but bought more at 89. will go high if you think long term
- 1 päivä sitten · Muokattu·I work in psychiatry, and based on my observations of the AI market, we still have a long way to go before it will be relevant to make the diagnosis called manic. I think, completely subjectively and limited by my own inadequacy and bias influenced by psychiatry, that 2026 will be a year when manic behavior _can_ occur. I think, still completely subjectively, that the manic phase may be followed by a depressive phase. When? At the earliest, summer/autumn 2026, but understand that I could be wrong, because the future is always in a thick, impenetrable fog... It is still not stupid to be aware that the cycle we are in, the megatrend called AI, will have its strong and weak periods. My amateur assumption is that the strong growth in sales and EPS we are seeing now will be difficult to beat in a year's time, meaning that the quarterly comparison basis from the previous year (i.e. this year) will be so good that growth next fall will appear relatively weak (but not bad, objectively speaking) and thus that the market will consider this a deacceleration and at least a temporary peak, which, hopefully, can give the long-term among us good opportunities to replenish because the price will go down. The Fed will probably cut interest rates today, announced at 8:00 PM Norwegian time, but because inflation is still somewhat high, it could lead to another pause in the cuts after a few rounds of cuts, just like in January 2025, and it could be an extra trigger if this coincides with a manic phase. But: If the cuts are paused before a possible manic phase, the manic phase can be postponed in time, I think, still completely subjective. What I am waiting for is for the market to become uncritical of AI as a megatrend and therefore enter completely uncritically into various AI stocks, and of course the market in general, but especially small-caps, to which Nebius currently belongs. In this context, we can also experience a number of opportunistic IPOs from AI companies, more or less solid, who want to make big money on the euphoria. That will create even greater positive momentum. We know that the large funds, institutional investors, have held back money after the bottom in April this year and have large funds ready to invest in the market. When/if they eventually enter, e.g. triggered by the Fed's interest rate cuts, the market will necessarily rise quite a bit, which can result in extensive positivism - hence the mania. The weekly aaii investor survey, which is published every Wednesday, shows the following distribution on September 10: Bullish 28% Neutral 22.5% Bearish 49.5% Which is surprising all the time the market is ATH. Any interest rate cuts by the Fed will possibly flip this distribution so that there is an overweight that is bullish. Then we have the basis for new ATHs and thus eventually a manic phase. Link to aaii's survey: https://www.aaii.com/sentimentsurvey/sent_results This was a long post. I know.🤷 All right!1 päivä sitten·Nice and strange post when translated into Danish 🤣
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
1
Myynti
Määrä
2
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
97,68VWAP
Alin
92,03VaihtoMäärä
1 145,2 17 950 832
VWAP
Ylin
97,68Alin
92,03VaihtoMäärä
1 145,2 17 950 832
Välittäjätilasto
Dataa ei löytynyt