2025 Q3 -tulosraportti
110 päivää sitten
‧43 min
Tarjoustasot
Oslo Børs
Määrä
Osto
500
Myynti
Määrä
134
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 593 | - | - | ||
| 1 | - | - | ||
| 180 | - | - | ||
| 175 | - | - | ||
| 884 | - | - |
Ylin
36,2VWAP
Alin
34,8VaihtoMäärä
3,2 88 921
VWAP
Ylin
36,2Alin
34,8VaihtoMäärä
3,2 88 921
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 19.3. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 | ||
2024 Q3 -tulosraportti 5.11.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·3 t sittenOff-book trade today of 1 440 000 shares 35.15. Perhaps SEB continues selling? New player on the top 20 list next Monday? It will be exciting to see if there will be any fireworks before Thursday, at least there are some who really believe in it and have placed a 50 mill bet on napa ahead of the report.
·7 t sittenHere is an overview of who the largest shareholders in Napatech A/S are (the company is registered in Denmark, but listed on the Oslo Stock Exchange): Largest Shareholders (updated February 13, 2026) The largest controlling owners according to recent stock exchange announcements are: Shareholder Number of shares Share (%) Country/Type Sundt AS 18 257 427 16.58 % Norway (limited company) Verdane Capital VIII K/S 10 013 618 9.09 % Denmark (investor/venture) Arbejdsmarkedets Tillægspension (ATP) 7 800 000 7.08 % Denmark (pension fund) Ludvig Lorentzen AS 6 763 890 6.14 % Norway (limited company) Brownske Bevegelser AS 4 230 483 3.84 % Norway DNB Bank ASA 4 096 684 3.72 % Norway (brokerage account) Bank Pictet & Cie (Europe) AG 3 503 190 3.18 % Luxembourg (nominee) Manara AS 2 600 000 2.36 % Norway Danske Bank A/S 2 275 423 2.07 % Denmark (nominee) Several others (incl. private investors and nominee accounts) – – – In total, the 20 largest shareholders own approx. 70 % of the company. The rest is owned by a number of smaller institutional and private investors. Sundt AS is currently the largest shareholder and has in January 2026 increased its ownership stake to over 15 % (i.e., notifiable under EU regulations). Source:KI
·3 päivää sittenAnything special happening here today? Buying pressure? Any larger blocks? Thanks in advance!·3 päivää sittenI doubt pump and dump considering all off-market trading since early January. You can see that shares are moving from nominee accounts to regular accounts, meaning more visibility. We have also seen many days with high volume without news. There is a lot of positive on the horizon, but at the same time, one doesn't know when it will come. D-Matrix has started selling cards and racks, too bad they don't have to publish sales figures. It would also be nice with more information from the company; we'll see what the new CEO has to say on Thursday. But by all means, I'm just guessing. Too bad if you are right. Good luck next week.
·3 päivää sittenA quick search on how much of Mag7 capex goes to inference and AI acceleration based on Q4 guidance: -«Short answer: The guidance after Q4 shows that most of MAG7 capex now goes to inference capacity and AI infrastructure, not pure model training.» -«1. Total capex picture after Q4 guidance Hyperscalers (MSFT, AMZN, GOOGL, META) collectively signal: • ~$600–700 bn capex in 2026 • up ~60–70 % YoY • almost everything related to AI build-out -The market interprets this as the largest infra build-out in tech history. -2. Training vs inference — the important change 2023–2024 = training phase 2025–2026 = inference phase This is the key. «Why inference is now largest: •every ChatGPT-prompt costs compute every time •AI search → 5–10× more compute than regular search. •AI agents = continuous workload Inference is therefore the OPEX generator that requires CAPEX first. Q4 guidance specifically points to: ✅ AI speed (latency infra) • NVLink / high-speed interconnect • InfiniBand / Ethernet fabrics • memory bandwidth • edge inference nodes This is directly aimed at: 👉 faster response time 👉 cheaper tokens 👉 higher throughput per watt So: AI speed economics, not just more compute. 6. Why this is extremely bullish for “AI-second derivative” This explains why the market is now pricing up: • networking (Arista, Broadcom) • inference accelerators • smartNIC / offload (Napatech-type case you follow) • memory & interconnect Because: 👉 Training = GPU cycle 👉 Inference = permanent infra cycle Inference never stops. -Bottom line Based on Q4 guidance and analyst consensus: ✅ ~70–85% of MAG7 capex now goes to AI infra + inference capacity + speed optimization ❗ Only 10–20% goes to pure model training And the trend accelerates in 2026.
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
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
110 päivää sitten
‧43 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 t sittenOff-book trade today of 1 440 000 shares 35.15. Perhaps SEB continues selling? New player on the top 20 list next Monday? It will be exciting to see if there will be any fireworks before Thursday, at least there are some who really believe in it and have placed a 50 mill bet on napa ahead of the report.
- ·7 t sittenHere is an overview of who the largest shareholders in Napatech A/S are (the company is registered in Denmark, but listed on the Oslo Stock Exchange): Largest Shareholders (updated February 13, 2026) The largest controlling owners according to recent stock exchange announcements are: Shareholder Number of shares Share (%) Country/Type Sundt AS 18 257 427 16.58 % Norway (limited company) Verdane Capital VIII K/S 10 013 618 9.09 % Denmark (investor/venture) Arbejdsmarkedets Tillægspension (ATP) 7 800 000 7.08 % Denmark (pension fund) Ludvig Lorentzen AS 6 763 890 6.14 % Norway (limited company) Brownske Bevegelser AS 4 230 483 3.84 % Norway DNB Bank ASA 4 096 684 3.72 % Norway (brokerage account) Bank Pictet & Cie (Europe) AG 3 503 190 3.18 % Luxembourg (nominee) Manara AS 2 600 000 2.36 % Norway Danske Bank A/S 2 275 423 2.07 % Denmark (nominee) Several others (incl. private investors and nominee accounts) – – – In total, the 20 largest shareholders own approx. 70 % of the company. The rest is owned by a number of smaller institutional and private investors. Sundt AS is currently the largest shareholder and has in January 2026 increased its ownership stake to over 15 % (i.e., notifiable under EU regulations). Source:KI
- ·3 päivää sittenAnything special happening here today? Buying pressure? Any larger blocks? Thanks in advance!·3 päivää sittenI doubt pump and dump considering all off-market trading since early January. You can see that shares are moving from nominee accounts to regular accounts, meaning more visibility. We have also seen many days with high volume without news. There is a lot of positive on the horizon, but at the same time, one doesn't know when it will come. D-Matrix has started selling cards and racks, too bad they don't have to publish sales figures. It would also be nice with more information from the company; we'll see what the new CEO has to say on Thursday. But by all means, I'm just guessing. Too bad if you are right. Good luck next week.
- ·3 päivää sittenA quick search on how much of Mag7 capex goes to inference and AI acceleration based on Q4 guidance: -«Short answer: The guidance after Q4 shows that most of MAG7 capex now goes to inference capacity and AI infrastructure, not pure model training.» -«1. Total capex picture after Q4 guidance Hyperscalers (MSFT, AMZN, GOOGL, META) collectively signal: • ~$600–700 bn capex in 2026 • up ~60–70 % YoY • almost everything related to AI build-out -The market interprets this as the largest infra build-out in tech history. -2. Training vs inference — the important change 2023–2024 = training phase 2025–2026 = inference phase This is the key. «Why inference is now largest: •every ChatGPT-prompt costs compute every time •AI search → 5–10× more compute than regular search. •AI agents = continuous workload Inference is therefore the OPEX generator that requires CAPEX first. Q4 guidance specifically points to: ✅ AI speed (latency infra) • NVLink / high-speed interconnect • InfiniBand / Ethernet fabrics • memory bandwidth • edge inference nodes This is directly aimed at: 👉 faster response time 👉 cheaper tokens 👉 higher throughput per watt So: AI speed economics, not just more compute. 6. Why this is extremely bullish for “AI-second derivative” This explains why the market is now pricing up: • networking (Arista, Broadcom) • inference accelerators • smartNIC / offload (Napatech-type case you follow) • memory & interconnect Because: 👉 Training = GPU cycle 👉 Inference = permanent infra cycle Inference never stops. -Bottom line Based on Q4 guidance and analyst consensus: ✅ ~70–85% of MAG7 capex now goes to AI infra + inference capacity + speed optimization ❗ Only 10–20% goes to pure model training And the trend accelerates in 2026.
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
Oslo Børs
Määrä
Osto
500
Myynti
Määrä
134
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 593 | - | - | ||
| 1 | - | - | ||
| 180 | - | - | ||
| 175 | - | - | ||
| 884 | - | - |
Ylin
36,2VWAP
Alin
34,8VaihtoMäärä
3,2 88 921
VWAP
Ylin
36,2Alin
34,8VaihtoMäärä
3,2 88 921
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 19.3. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 | ||
2024 Q3 -tulosraportti 5.11.2024 |
2025 Q3 -tulosraportti
110 päivää sitten
‧43 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 | |
|---|---|
2025 Q4 -tulosraportti 19.3. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 | ||
2024 Q3 -tulosraportti 5.11.2024 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 t sittenOff-book trade today of 1 440 000 shares 35.15. Perhaps SEB continues selling? New player on the top 20 list next Monday? It will be exciting to see if there will be any fireworks before Thursday, at least there are some who really believe in it and have placed a 50 mill bet on napa ahead of the report.
- ·7 t sittenHere is an overview of who the largest shareholders in Napatech A/S are (the company is registered in Denmark, but listed on the Oslo Stock Exchange): Largest Shareholders (updated February 13, 2026) The largest controlling owners according to recent stock exchange announcements are: Shareholder Number of shares Share (%) Country/Type Sundt AS 18 257 427 16.58 % Norway (limited company) Verdane Capital VIII K/S 10 013 618 9.09 % Denmark (investor/venture) Arbejdsmarkedets Tillægspension (ATP) 7 800 000 7.08 % Denmark (pension fund) Ludvig Lorentzen AS 6 763 890 6.14 % Norway (limited company) Brownske Bevegelser AS 4 230 483 3.84 % Norway DNB Bank ASA 4 096 684 3.72 % Norway (brokerage account) Bank Pictet & Cie (Europe) AG 3 503 190 3.18 % Luxembourg (nominee) Manara AS 2 600 000 2.36 % Norway Danske Bank A/S 2 275 423 2.07 % Denmark (nominee) Several others (incl. private investors and nominee accounts) – – – In total, the 20 largest shareholders own approx. 70 % of the company. The rest is owned by a number of smaller institutional and private investors. Sundt AS is currently the largest shareholder and has in January 2026 increased its ownership stake to over 15 % (i.e., notifiable under EU regulations). Source:KI
- ·3 päivää sittenAnything special happening here today? Buying pressure? Any larger blocks? Thanks in advance!·3 päivää sittenI doubt pump and dump considering all off-market trading since early January. You can see that shares are moving from nominee accounts to regular accounts, meaning more visibility. We have also seen many days with high volume without news. There is a lot of positive on the horizon, but at the same time, one doesn't know when it will come. D-Matrix has started selling cards and racks, too bad they don't have to publish sales figures. It would also be nice with more information from the company; we'll see what the new CEO has to say on Thursday. But by all means, I'm just guessing. Too bad if you are right. Good luck next week.
- ·3 päivää sittenA quick search on how much of Mag7 capex goes to inference and AI acceleration based on Q4 guidance: -«Short answer: The guidance after Q4 shows that most of MAG7 capex now goes to inference capacity and AI infrastructure, not pure model training.» -«1. Total capex picture after Q4 guidance Hyperscalers (MSFT, AMZN, GOOGL, META) collectively signal: • ~$600–700 bn capex in 2026 • up ~60–70 % YoY • almost everything related to AI build-out -The market interprets this as the largest infra build-out in tech history. -2. Training vs inference — the important change 2023–2024 = training phase 2025–2026 = inference phase This is the key. «Why inference is now largest: •every ChatGPT-prompt costs compute every time •AI search → 5–10× more compute than regular search. •AI agents = continuous workload Inference is therefore the OPEX generator that requires CAPEX first. Q4 guidance specifically points to: ✅ AI speed (latency infra) • NVLink / high-speed interconnect • InfiniBand / Ethernet fabrics • memory bandwidth • edge inference nodes This is directly aimed at: 👉 faster response time 👉 cheaper tokens 👉 higher throughput per watt So: AI speed economics, not just more compute. 6. Why this is extremely bullish for “AI-second derivative” This explains why the market is now pricing up: • networking (Arista, Broadcom) • inference accelerators • smartNIC / offload (Napatech-type case you follow) • memory & interconnect Because: 👉 Training = GPU cycle 👉 Inference = permanent infra cycle Inference never stops. -Bottom line Based on Q4 guidance and analyst consensus: ✅ ~70–85% of MAG7 capex now goes to AI infra + inference capacity + speed optimization ❗ Only 10–20% goes to pure model training And the trend accelerates in 2026.
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
Oslo Børs
Määrä
Osto
500
Myynti
Määrä
134
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 593 | - | - | ||
| 1 | - | - | ||
| 180 | - | - | ||
| 175 | - | - | ||
| 884 | - | - |
Ylin
36,2VWAP
Alin
34,8VaihtoMäärä
3,2 88 921
VWAP
Ylin
36,2Alin
34,8VaihtoMäärä
3,2 88 921
Välittäjätilasto
Dataa ei löytynyt