2026 Q2 - tulosraportti
61 päivää sitten
‧36 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 7 | - | - | ||
| 760 | - | - | ||
| 3 783 | - | - | ||
| 500 | - | - | ||
| 399 | - | - |
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
·21 t sitten · MuokattuOn Wednesday afternoon, Norwegian tech started to fall and the same thing happened in the US in the evening. Then, of course, Ulf Huse had to rush to do an analysis (published Thursday morning) that was supposed to make us think he was ahead of the curve and put his neck on the line, read Ulf Huse was afraid of looking like a "complete idiot". At the very least, he has gotten a good start. Strictly speaking, he had probably already gotten a good start when he began writing the article, and it naturally becomes a deficient rushed analysis when you are in a hurry and need to exploit a window of opportunity to try to look smart. It becomes almost a bit funny when a kid from Western Norway starts warning about a recession in the US. Now, it could happen, but that doesn't mean Ulf Huse's analysis is particularly good or spot-on. Previously, people have said that you don't need to be smart to make money in real estate. The same can probably be said about stock pickers who have gotten rich on stocks in recent years. Unfortunately, some people get a bit too high on themselves and their own excellence.
·1 päivä sitten · Muokattu@ulf huse..Now I've had time to look through the document, and I can only share his concerns about the massive investments, funding and the return challenges in parts of the industry. BUT there is nothing new in that imo. Regarding Napa - the word "NAPA" is mentioned 1 time in the 18-page long document. It happens under the section "Short all the nonsens cases" where he also mentions Bloom Energy, SpaceX and AST SpaceMobile. For each of these he has made a small note. To NAPA - NOTHING. So from his side there has in no way been made a case. Not serious. To me it looks like the thinnest cup of tea I've been served in a long time and I don't understand at all that the market can take it seriously, and I assess that Ulf's Top pick short case regarding NAPA, is pure nonsense. #heltvæk That being said - yes, then I would certainly like to see a good order from e.g. d-Matrix which can confirm that the train is rolling.
Thought the same myself. Just says NAPA in a headline. Gets lumped in with spacex asts etc., a bit weird. Interesting reading, but little (zero) substance regarding NAPA and otherwise quite generalizing.- ·2 päivää 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 :) - ·2 päivää 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!
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
61 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
- ·21 t sitten · MuokattuOn Wednesday afternoon, Norwegian tech started to fall and the same thing happened in the US in the evening. Then, of course, Ulf Huse had to rush to do an analysis (published Thursday morning) that was supposed to make us think he was ahead of the curve and put his neck on the line, read Ulf Huse was afraid of looking like a "complete idiot". At the very least, he has gotten a good start. Strictly speaking, he had probably already gotten a good start when he began writing the article, and it naturally becomes a deficient rushed analysis when you are in a hurry and need to exploit a window of opportunity to try to look smart. It becomes almost a bit funny when a kid from Western Norway starts warning about a recession in the US. Now, it could happen, but that doesn't mean Ulf Huse's analysis is particularly good or spot-on. Previously, people have said that you don't need to be smart to make money in real estate. The same can probably be said about stock pickers who have gotten rich on stocks in recent years. Unfortunately, some people get a bit too high on themselves and their own excellence.
- ·1 päivä sitten · Muokattu@ulf huse..Now I've had time to look through the document, and I can only share his concerns about the massive investments, funding and the return challenges in parts of the industry. BUT there is nothing new in that imo. Regarding Napa - the word "NAPA" is mentioned 1 time in the 18-page long document. It happens under the section "Short all the nonsens cases" where he also mentions Bloom Energy, SpaceX and AST SpaceMobile. For each of these he has made a small note. To NAPA - NOTHING. So from his side there has in no way been made a case. Not serious. To me it looks like the thinnest cup of tea I've been served in a long time and I don't understand at all that the market can take it seriously, and I assess that Ulf's Top pick short case regarding NAPA, is pure nonsense. #heltvæk That being said - yes, then I would certainly like to see a good order from e.g. d-Matrix which can confirm that the train is rolling.Thought the same myself. Just says NAPA in a headline. Gets lumped in with spacex asts etc., a bit weird. Interesting reading, but little (zero) substance regarding NAPA and otherwise quite generalizing.
- ·2 päivää 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 :)
- ·2 päivää 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!
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 |
|---|---|---|---|---|
| 7 | - | - | ||
| 760 | - | - | ||
| 3 783 | - | - | ||
| 500 | - | - | ||
| 399 | - | - |
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
61 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
- ·21 t sitten · MuokattuOn Wednesday afternoon, Norwegian tech started to fall and the same thing happened in the US in the evening. Then, of course, Ulf Huse had to rush to do an analysis (published Thursday morning) that was supposed to make us think he was ahead of the curve and put his neck on the line, read Ulf Huse was afraid of looking like a "complete idiot". At the very least, he has gotten a good start. Strictly speaking, he had probably already gotten a good start when he began writing the article, and it naturally becomes a deficient rushed analysis when you are in a hurry and need to exploit a window of opportunity to try to look smart. It becomes almost a bit funny when a kid from Western Norway starts warning about a recession in the US. Now, it could happen, but that doesn't mean Ulf Huse's analysis is particularly good or spot-on. Previously, people have said that you don't need to be smart to make money in real estate. The same can probably be said about stock pickers who have gotten rich on stocks in recent years. Unfortunately, some people get a bit too high on themselves and their own excellence.
- ·1 päivä sitten · Muokattu@ulf huse..Now I've had time to look through the document, and I can only share his concerns about the massive investments, funding and the return challenges in parts of the industry. BUT there is nothing new in that imo. Regarding Napa - the word "NAPA" is mentioned 1 time in the 18-page long document. It happens under the section "Short all the nonsens cases" where he also mentions Bloom Energy, SpaceX and AST SpaceMobile. For each of these he has made a small note. To NAPA - NOTHING. So from his side there has in no way been made a case. Not serious. To me it looks like the thinnest cup of tea I've been served in a long time and I don't understand at all that the market can take it seriously, and I assess that Ulf's Top pick short case regarding NAPA, is pure nonsense. #heltvæk That being said - yes, then I would certainly like to see a good order from e.g. d-Matrix which can confirm that the train is rolling.Thought the same myself. Just says NAPA in a headline. Gets lumped in with spacex asts etc., a bit weird. Interesting reading, but little (zero) substance regarding NAPA and otherwise quite generalizing.
- ·2 päivää 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 :)
- ·2 päivää 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!
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 |
|---|---|---|---|---|
| 7 | - | - | ||
| 760 | - | - | ||
| 3 783 | - | - | ||
| 500 | - | - | ||
| 399 | - | - |
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