2026 Q2 - tulosraportti
59 päivää sitten
‧36 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 475 | - | - | ||
| 1 275 | - | - | ||
| 525 | - | - | ||
| 200 | - | - | ||
| 1 782 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
NimiOsuus
DNB Fund Disrpt Opps A EUR Acc
2,67%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 25.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 5.11.2025 | ||
2025 Q2 - tulosraportti 26.8.2025 |
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
·7 t sitten · MuokattuThe challenge now is probably first and foremost high interest rates and access to capital due to war and American misery. Tomorrow could be tough. Still, Huse thinks there is too much problematization around the balance between planned investment and return requirements. It almost appears as if the planned investments are taking place in a vacuum independent of the enormous demand - which he does not mention to any significant extent. It sounds huge that a staggering 1,750 billion dollars is to be invested in AI data centers. For these huge investments to be profitable at all, the AI industry must manage to generate at least 700 billion dollars in new annual revenue. On the other hand, for example, the police are to invest in digitalization for over 10 billion over the next 10 years. Towards 2030, the Armed Forces are to invest up to 10 billion kroner in "combat-close ICT", and the Government has initiated three gigantic pre-projects for a total digital transformation of the Armed Forces. The total governance framework for these projects is over 20 billion kroner over a 9-year period. Much of this is about AI, implicitly more data capacity and faster data processing - which today is a massive bottleneck for the implementation and application of new technology. When just two public agencies in a country with only about 5 million inhabitants are going to invest safely over 40 billion over the next 10 years, it does not sound like the technology industry is going to struggle to earn back their investments in the coming years.
Good thoughts. Has probably been said that in a gold rush you should invest in shovels, not gold. Napa is as far as I understand a shovel producer in this context :)- ·10 t sittenWould perhaps have taken Ulf Huse a bit more seriously if he had dared to come out with such a settlement before the summer or a couple of weeks ago and not after Napatech has fallen almost 20% and tech shows some weakness in the US. This can of course be the start of a larger AI correction, but it could just as well be a flash in the pan. Nobody knows if the correction is coming tomorrow or in a year or two. One thing is certain in that case. If the AI bubble bursts, the bulk of listed companies fall down the drain. Mr Huse is anyway a bit "late to the warning party" and actually appears more like a tagalong. Then there is probably also a payback in connection with AI analysis that contributed to crashing Huse's stock market darling Vendt a couple of weeks ago. Then Huse had to resort to bottom fishing to lower the average. It wouldn't surprise me if Huse now sells off a bit in Vend and instead starts bottom fishing in Napatech😉 My point is probably that Ulf Huse doesn't know any more about the big picture and macro trends than god and everyone on this forum. He has his agenda like everyone else!
- ·13 t sittenDays like today sting, of course. But put on a slightly longer view and look at the development from the bottom around March 2025. And remember that nothing has changed since yesterday, or since Q2 for that matter. If anything, there have been several positive hints in my eyes.
·13 t sittentrying again: I don't understand why there is selling at the price level around 38. Sundt buys up again and again. They do this because they know that orders are coming that will send the share price up significantly
Had they known that, it would have been illegal to buy now, given such info. So it's probably not any such info known in the board, that would be pretty stupid
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
59 päivää sitten
‧36 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
- ·7 t sitten · MuokattuThe challenge now is probably first and foremost high interest rates and access to capital due to war and American misery. Tomorrow could be tough. Still, Huse thinks there is too much problematization around the balance between planned investment and return requirements. It almost appears as if the planned investments are taking place in a vacuum independent of the enormous demand - which he does not mention to any significant extent. It sounds huge that a staggering 1,750 billion dollars is to be invested in AI data centers. For these huge investments to be profitable at all, the AI industry must manage to generate at least 700 billion dollars in new annual revenue. On the other hand, for example, the police are to invest in digitalization for over 10 billion over the next 10 years. Towards 2030, the Armed Forces are to invest up to 10 billion kroner in "combat-close ICT", and the Government has initiated three gigantic pre-projects for a total digital transformation of the Armed Forces. The total governance framework for these projects is over 20 billion kroner over a 9-year period. Much of this is about AI, implicitly more data capacity and faster data processing - which today is a massive bottleneck for the implementation and application of new technology. When just two public agencies in a country with only about 5 million inhabitants are going to invest safely over 40 billion over the next 10 years, it does not sound like the technology industry is going to struggle to earn back their investments in the coming years.Good thoughts. Has probably been said that in a gold rush you should invest in shovels, not gold. Napa is as far as I understand a shovel producer in this context :)
- ·10 t sittenWould perhaps have taken Ulf Huse a bit more seriously if he had dared to come out with such a settlement before the summer or a couple of weeks ago and not after Napatech has fallen almost 20% and tech shows some weakness in the US. This can of course be the start of a larger AI correction, but it could just as well be a flash in the pan. Nobody knows if the correction is coming tomorrow or in a year or two. One thing is certain in that case. If the AI bubble bursts, the bulk of listed companies fall down the drain. Mr Huse is anyway a bit "late to the warning party" and actually appears more like a tagalong. Then there is probably also a payback in connection with AI analysis that contributed to crashing Huse's stock market darling Vendt a couple of weeks ago. Then Huse had to resort to bottom fishing to lower the average. It wouldn't surprise me if Huse now sells off a bit in Vend and instead starts bottom fishing in Napatech😉 My point is probably that Ulf Huse doesn't know any more about the big picture and macro trends than god and everyone on this forum. He has his agenda like everyone else!
- ·13 t sittenDays like today sting, of course. But put on a slightly longer view and look at the development from the bottom around March 2025. And remember that nothing has changed since yesterday, or since Q2 for that matter. If anything, there have been several positive hints in my eyes.
- ·13 t sittentrying again: I don't understand why there is selling at the price level around 38. Sundt buys up again and again. They do this because they know that orders are coming that will send the share price up significantlyHad they known that, it would have been illegal to buy now, given such info. So it's probably not any such info known in the board, that would be pretty stupid
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 475 | - | - | ||
| 1 275 | - | - | ||
| 525 | - | - | ||
| 200 | - | - | ||
| 1 782 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
NimiOsuus
DNB Fund Disrpt Opps A EUR Acc
2,67%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 25.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 5.11.2025 | ||
2025 Q2 - tulosraportti 26.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
59 päivää sitten
‧36 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 25.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 5.11.2025 | ||
2025 Q2 - tulosraportti 26.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·7 t sitten · MuokattuThe challenge now is probably first and foremost high interest rates and access to capital due to war and American misery. Tomorrow could be tough. Still, Huse thinks there is too much problematization around the balance between planned investment and return requirements. It almost appears as if the planned investments are taking place in a vacuum independent of the enormous demand - which he does not mention to any significant extent. It sounds huge that a staggering 1,750 billion dollars is to be invested in AI data centers. For these huge investments to be profitable at all, the AI industry must manage to generate at least 700 billion dollars in new annual revenue. On the other hand, for example, the police are to invest in digitalization for over 10 billion over the next 10 years. Towards 2030, the Armed Forces are to invest up to 10 billion kroner in "combat-close ICT", and the Government has initiated three gigantic pre-projects for a total digital transformation of the Armed Forces. The total governance framework for these projects is over 20 billion kroner over a 9-year period. Much of this is about AI, implicitly more data capacity and faster data processing - which today is a massive bottleneck for the implementation and application of new technology. When just two public agencies in a country with only about 5 million inhabitants are going to invest safely over 40 billion over the next 10 years, it does not sound like the technology industry is going to struggle to earn back their investments in the coming years.Good thoughts. Has probably been said that in a gold rush you should invest in shovels, not gold. Napa is as far as I understand a shovel producer in this context :)
- ·10 t sittenWould perhaps have taken Ulf Huse a bit more seriously if he had dared to come out with such a settlement before the summer or a couple of weeks ago and not after Napatech has fallen almost 20% and tech shows some weakness in the US. This can of course be the start of a larger AI correction, but it could just as well be a flash in the pan. Nobody knows if the correction is coming tomorrow or in a year or two. One thing is certain in that case. If the AI bubble bursts, the bulk of listed companies fall down the drain. Mr Huse is anyway a bit "late to the warning party" and actually appears more like a tagalong. Then there is probably also a payback in connection with AI analysis that contributed to crashing Huse's stock market darling Vendt a couple of weeks ago. Then Huse had to resort to bottom fishing to lower the average. It wouldn't surprise me if Huse now sells off a bit in Vend and instead starts bottom fishing in Napatech😉 My point is probably that Ulf Huse doesn't know any more about the big picture and macro trends than god and everyone on this forum. He has his agenda like everyone else!
- ·13 t sittenDays like today sting, of course. But put on a slightly longer view and look at the development from the bottom around March 2025. And remember that nothing has changed since yesterday, or since Q2 for that matter. If anything, there have been several positive hints in my eyes.
- ·13 t sittentrying again: I don't understand why there is selling at the price level around 38. Sundt buys up again and again. They do this because they know that orders are coming that will send the share price up significantlyHad they known that, it would have been illegal to buy now, given such info. So it's probably not any such info known in the board, that would be pretty stupid
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 475 | - | - | ||
| 1 275 | - | - | ||
| 525 | - | - | ||
| 200 | - | - | ||
| 1 782 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
NimiOsuus
DNB Fund Disrpt Opps A EUR Acc
2,67%Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt