Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 30.6.2026
Jakauma
- Osakkeet95,4%
- Muut4,3%
- Lyhyt korko0,3%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 t sittenTrump says the ceasefire with Iran is over PUBLISHED AT 16:48 IDONALD TRUMP Donald Trump writes on his website Truth Social that the USA will continue talks with Iran, but that the ceasefire is over. Today, a delegation from Qatar arrived in Iran to mediate in the conflict.- 13 t sittenIran vs. USA: War Actions or Extreme Bargaining Tactics? When headlines scream that the Middle East is on the brink of total war after recent ceasefire collapses, smart investors look past the noise. What we are witnessing right now is not an irrational march toward World War III—it is diplomacy and leverage-building executed with missiles and drones. For commodity markets, this means treating military actions as calculated negotiation tactics rather than apocalyptic triggers. Escalation as Leverage Both Teheran and Washington are operating with calculated boundaries. They are pushing the envelope to dictate the terms of future diplomatic frameworks. Iran's actions targeting maritime shipping or stepping up regional pressure are not designed to seek total economic isolation. Instead, Iran is leveraging its geographical dominance over the Strait of Hormuz to force the United States and Gulf states to accept its terms on sanctions relief and regional security. Conversely, when the United States and its allies launch precision retaliatory strikes, the goal is to establish hard boundaries. The message sent is that while negotiation is on the table, the cost of generating military leverage will be made unacceptably high. This creates a high-stakes poker game where both sides use military friction to secure a stronger hand before inevitably returning to the technical talks mediated by regional brokers. The Commodity Playbook: Pricing Twin Realities Because this is a geopolitical chess match, the market is forced to price in two diametrically opposed scenarios simultaneously, driving massive volatility across multiple asset classes. Crude oil prices spike on immediate supply risk premiums whenever a tanker is targeted. However, because the underlying driver is a negotiation tactic, any breakthrough in backchannel talks via regional mediators will instantly deflate this premium. Precious metals like gold and silver act as the geopolitical thermostat. They rally hard on aggressive rhetoric but face rapid risk-on profit-taking the second a diplomatic opening appears. Freight and war-risk insurance rates remain highly volatile. Tanker and LNG equities are capturing massive premiums, but they remain highly sensitive to sudden de-escalation headlines. The Takeaway for Traders Do not trade the panic; trade the volatility. When leadership on both sides issues maximalist threats, they are aiming for concessions at the negotiation table, not total destruction. The investors who keep a cool head when algorithms overreact to breaking news alerts are the ones positioned to capture the best entries. Disclaimer: For analytical purposes only. Not financial advice. Verified Sources and Context For ongoing real-time tracking of geopolitical risk impacts on crude oil and energy markets, refer to S&P Global Commodity Insights at https://www.spglobal.com/commodityinsights/en To monitor live global shipping disruptions, war-risk insurance premiums, and transit data through critical chokepoints like the Strait of Hormuz, see Lloyd's List Maritime Intelligence at https://lloydslist.maritimeintelligence.informa.com For breaking diplomatic developments and regional backchannel analysis regarding Iran-U.S. technical talks, visit Al-Monitor at https://www.al-monitor.com
The price of the US Dollar Index today is 100.49 dollars, a change of −0.12 % in the last 24 hours - 15 t sittenSilver's Next Chapter Might Be Written by AI Silver has long been priced primarily as a precious metal — a hedge against inflation, a weaker dollar, and geopolitical uncertainty. But a less obvious driver is building underneath: the buildout of AI infrastructure. Data centers, semiconductors, and power infrastructure are being scaled at a pace few metals can keep up with. Silver has the highest electrical conductivity of any metal, which makes it hard to substitute in advanced connectors, bonding wires, circuit boards, and power-switching components — exactly the parts data centers and chipmakers need more of. The IEA projects global data center electricity consumption to roughly double, from around 415 TWh in 2024 to about 945 TWh by 2030, with AI as the primary driver. Electrification at that scale pulls more silver through the supply chain, even where the link isn't made explicit. It's worth being precise about where the demand is actually coming from. The Silver Institute's 2026 World Silver Survey shows overall industrial silver demand easing this year, largely because solar panel manufacturers are actively thrifting silver content per panel as prices stay elevated. Computing and AI-related electronics stand out as one of the few industrial segments still expected to hold up, precisely because silver isn't easily substituted there yet. That demand is arriving into a market that's already tight. The Silver Institute and Metals Focus expect a sixth consecutive annual deficit in 2026, widening to 46.3 million ounces from 40.3 million in 2025, as mine supply lags and above-ground inventories keep drawing down. Silver's dual identity — safe haven in uncertain macro conditions, industrial input in electrification and AI — is what makes this setup worth watching. When chip stocks like Micron and SK Hynix rally on expectations of a multi-year AI investment cycle, they're really pricing in demand for the infrastructure silver goes into. Is silver the overlooked metal that gets rediscovered as AI infrastructure gets built out? Disclosure: I hold a position in AuAg Silver Bullet. This is not investment advice, just my own analysis. Always do your own research. Sources: - Silver Institute – World Silver Survey 2026, sixth consecutive deficit: https://silverinstitute.org/global-silver-investment-to-remain-strong-in-2026-against-the-backdrop-of-a-sixth-consecutive-annual-market-deficit/ - IEA – Energy demand from AI: https://www.iea.org/reports/energy-and-ai/energy-demand-from-ai - E24 – Chip stocks rise on Wall Street (background on AI capex growth, does not cover silver directly): https://e24.no/boers-og-finans/i/aJK4MA/brikkeaksjer-stiger-paa-wall-street
16 t sitten · MuokattuOnko kukaan sijoittanut suoraan hopeaan tai kultaa? Ehkä nyt olisi aika ostaa hopeaa esim. VZLC? En tosin tiedä saisinko sillä paremman lopputuloksen kuin tällä? Ollaan varmaan aika pohjalla vai ollaanko? Näin olen kuvitellut tosin jo pari kuukautta. Tänään +4.22% kiitos siitä!
Have a little over 1000 oz from 2014, and 7 oz gold from the same. But these will never be sold. I believe the biggest factor is not war or inflation or whatever. I believe the biggest factor is pension and welfare. Even in Norway, the richest country on earth, we are not fulfilling the state's pension obligations. Promises not kept to all boomers + who have been promised good pensions when states have spent money in buckets and spades on unnecessary costs such as administration, immigration and Net Zero. All Western countries should introduce a halving of administrative hirings within the state/municipalities/departments, oblige immigrants to earn money for 5 years before being entitled to welfare, and show the finger to EU Net Zero. (Btw, I am pro immigration and green tech, but damn how they have messed up)
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.
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.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
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.
Omistukset
Päivitetty 30.6.2026
Jakauma
- Osakkeet95,4%
- Muut4,3%
- Lyhyt korko0,3%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenTrump says the ceasefire with Iran is over PUBLISHED AT 16:48 IDONALD TRUMP Donald Trump writes on his website Truth Social that the USA will continue talks with Iran, but that the ceasefire is over. Today, a delegation from Qatar arrived in Iran to mediate in the conflict.
- 13 t sittenIran vs. USA: War Actions or Extreme Bargaining Tactics? When headlines scream that the Middle East is on the brink of total war after recent ceasefire collapses, smart investors look past the noise. What we are witnessing right now is not an irrational march toward World War III—it is diplomacy and leverage-building executed with missiles and drones. For commodity markets, this means treating military actions as calculated negotiation tactics rather than apocalyptic triggers. Escalation as Leverage Both Teheran and Washington are operating with calculated boundaries. They are pushing the envelope to dictate the terms of future diplomatic frameworks. Iran's actions targeting maritime shipping or stepping up regional pressure are not designed to seek total economic isolation. Instead, Iran is leveraging its geographical dominance over the Strait of Hormuz to force the United States and Gulf states to accept its terms on sanctions relief and regional security. Conversely, when the United States and its allies launch precision retaliatory strikes, the goal is to establish hard boundaries. The message sent is that while negotiation is on the table, the cost of generating military leverage will be made unacceptably high. This creates a high-stakes poker game where both sides use military friction to secure a stronger hand before inevitably returning to the technical talks mediated by regional brokers. The Commodity Playbook: Pricing Twin Realities Because this is a geopolitical chess match, the market is forced to price in two diametrically opposed scenarios simultaneously, driving massive volatility across multiple asset classes. Crude oil prices spike on immediate supply risk premiums whenever a tanker is targeted. However, because the underlying driver is a negotiation tactic, any breakthrough in backchannel talks via regional mediators will instantly deflate this premium. Precious metals like gold and silver act as the geopolitical thermostat. They rally hard on aggressive rhetoric but face rapid risk-on profit-taking the second a diplomatic opening appears. Freight and war-risk insurance rates remain highly volatile. Tanker and LNG equities are capturing massive premiums, but they remain highly sensitive to sudden de-escalation headlines. The Takeaway for Traders Do not trade the panic; trade the volatility. When leadership on both sides issues maximalist threats, they are aiming for concessions at the negotiation table, not total destruction. The investors who keep a cool head when algorithms overreact to breaking news alerts are the ones positioned to capture the best entries. Disclaimer: For analytical purposes only. Not financial advice. Verified Sources and Context For ongoing real-time tracking of geopolitical risk impacts on crude oil and energy markets, refer to S&P Global Commodity Insights at https://www.spglobal.com/commodityinsights/en To monitor live global shipping disruptions, war-risk insurance premiums, and transit data through critical chokepoints like the Strait of Hormuz, see Lloyd's List Maritime Intelligence at https://lloydslist.maritimeintelligence.informa.com For breaking diplomatic developments and regional backchannel analysis regarding Iran-U.S. technical talks, visit Al-Monitor at https://www.al-monitor.comThe price of the US Dollar Index today is 100.49 dollars, a change of −0.12 % in the last 24 hours
- 15 t sittenSilver's Next Chapter Might Be Written by AI Silver has long been priced primarily as a precious metal — a hedge against inflation, a weaker dollar, and geopolitical uncertainty. But a less obvious driver is building underneath: the buildout of AI infrastructure. Data centers, semiconductors, and power infrastructure are being scaled at a pace few metals can keep up with. Silver has the highest electrical conductivity of any metal, which makes it hard to substitute in advanced connectors, bonding wires, circuit boards, and power-switching components — exactly the parts data centers and chipmakers need more of. The IEA projects global data center electricity consumption to roughly double, from around 415 TWh in 2024 to about 945 TWh by 2030, with AI as the primary driver. Electrification at that scale pulls more silver through the supply chain, even where the link isn't made explicit. It's worth being precise about where the demand is actually coming from. The Silver Institute's 2026 World Silver Survey shows overall industrial silver demand easing this year, largely because solar panel manufacturers are actively thrifting silver content per panel as prices stay elevated. Computing and AI-related electronics stand out as one of the few industrial segments still expected to hold up, precisely because silver isn't easily substituted there yet. That demand is arriving into a market that's already tight. The Silver Institute and Metals Focus expect a sixth consecutive annual deficit in 2026, widening to 46.3 million ounces from 40.3 million in 2025, as mine supply lags and above-ground inventories keep drawing down. Silver's dual identity — safe haven in uncertain macro conditions, industrial input in electrification and AI — is what makes this setup worth watching. When chip stocks like Micron and SK Hynix rally on expectations of a multi-year AI investment cycle, they're really pricing in demand for the infrastructure silver goes into. Is silver the overlooked metal that gets rediscovered as AI infrastructure gets built out? Disclosure: I hold a position in AuAg Silver Bullet. This is not investment advice, just my own analysis. Always do your own research. Sources: - Silver Institute – World Silver Survey 2026, sixth consecutive deficit: https://silverinstitute.org/global-silver-investment-to-remain-strong-in-2026-against-the-backdrop-of-a-sixth-consecutive-annual-market-deficit/ - IEA – Energy demand from AI: https://www.iea.org/reports/energy-and-ai/energy-demand-from-ai - E24 – Chip stocks rise on Wall Street (background on AI capex growth, does not cover silver directly): https://e24.no/boers-og-finans/i/aJK4MA/brikkeaksjer-stiger-paa-wall-street
- 16 t sitten · MuokattuOnko kukaan sijoittanut suoraan hopeaan tai kultaa? Ehkä nyt olisi aika ostaa hopeaa esim. VZLC? En tosin tiedä saisinko sillä paremman lopputuloksen kuin tällä? Ollaan varmaan aika pohjalla vai ollaanko? Näin olen kuvitellut tosin jo pari kuukautta. Tänään +4.22% kiitos siitä!Have a little over 1000 oz from 2014, and 7 oz gold from the same. But these will never be sold. I believe the biggest factor is not war or inflation or whatever. I believe the biggest factor is pension and welfare. Even in Norway, the richest country on earth, we are not fulfilling the state's pension obligations. Promises not kept to all boomers + who have been promised good pensions when states have spent money in buckets and spades on unnecessary costs such as administration, immigration and Net Zero. All Western countries should introduce a halving of administrative hirings within the state/municipalities/departments, oblige immigrants to earn money for 5 years before being entitled to welfare, and show the finger to EU Net Zero. (Btw, I am pro immigration and green tech, but damn how they have messed up)
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.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
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
Kirjaudu
- ·2 t sittenTrump says the ceasefire with Iran is over PUBLISHED AT 16:48 IDONALD TRUMP Donald Trump writes on his website Truth Social that the USA will continue talks with Iran, but that the ceasefire is over. Today, a delegation from Qatar arrived in Iran to mediate in the conflict.
- 13 t sittenIran vs. USA: War Actions or Extreme Bargaining Tactics? When headlines scream that the Middle East is on the brink of total war after recent ceasefire collapses, smart investors look past the noise. What we are witnessing right now is not an irrational march toward World War III—it is diplomacy and leverage-building executed with missiles and drones. For commodity markets, this means treating military actions as calculated negotiation tactics rather than apocalyptic triggers. Escalation as Leverage Both Teheran and Washington are operating with calculated boundaries. They are pushing the envelope to dictate the terms of future diplomatic frameworks. Iran's actions targeting maritime shipping or stepping up regional pressure are not designed to seek total economic isolation. Instead, Iran is leveraging its geographical dominance over the Strait of Hormuz to force the United States and Gulf states to accept its terms on sanctions relief and regional security. Conversely, when the United States and its allies launch precision retaliatory strikes, the goal is to establish hard boundaries. The message sent is that while negotiation is on the table, the cost of generating military leverage will be made unacceptably high. This creates a high-stakes poker game where both sides use military friction to secure a stronger hand before inevitably returning to the technical talks mediated by regional brokers. The Commodity Playbook: Pricing Twin Realities Because this is a geopolitical chess match, the market is forced to price in two diametrically opposed scenarios simultaneously, driving massive volatility across multiple asset classes. Crude oil prices spike on immediate supply risk premiums whenever a tanker is targeted. However, because the underlying driver is a negotiation tactic, any breakthrough in backchannel talks via regional mediators will instantly deflate this premium. Precious metals like gold and silver act as the geopolitical thermostat. They rally hard on aggressive rhetoric but face rapid risk-on profit-taking the second a diplomatic opening appears. Freight and war-risk insurance rates remain highly volatile. Tanker and LNG equities are capturing massive premiums, but they remain highly sensitive to sudden de-escalation headlines. The Takeaway for Traders Do not trade the panic; trade the volatility. When leadership on both sides issues maximalist threats, they are aiming for concessions at the negotiation table, not total destruction. The investors who keep a cool head when algorithms overreact to breaking news alerts are the ones positioned to capture the best entries. Disclaimer: For analytical purposes only. Not financial advice. Verified Sources and Context For ongoing real-time tracking of geopolitical risk impacts on crude oil and energy markets, refer to S&P Global Commodity Insights at https://www.spglobal.com/commodityinsights/en To monitor live global shipping disruptions, war-risk insurance premiums, and transit data through critical chokepoints like the Strait of Hormuz, see Lloyd's List Maritime Intelligence at https://lloydslist.maritimeintelligence.informa.com For breaking diplomatic developments and regional backchannel analysis regarding Iran-U.S. technical talks, visit Al-Monitor at https://www.al-monitor.comThe price of the US Dollar Index today is 100.49 dollars, a change of −0.12 % in the last 24 hours
- 15 t sittenSilver's Next Chapter Might Be Written by AI Silver has long been priced primarily as a precious metal — a hedge against inflation, a weaker dollar, and geopolitical uncertainty. But a less obvious driver is building underneath: the buildout of AI infrastructure. Data centers, semiconductors, and power infrastructure are being scaled at a pace few metals can keep up with. Silver has the highest electrical conductivity of any metal, which makes it hard to substitute in advanced connectors, bonding wires, circuit boards, and power-switching components — exactly the parts data centers and chipmakers need more of. The IEA projects global data center electricity consumption to roughly double, from around 415 TWh in 2024 to about 945 TWh by 2030, with AI as the primary driver. Electrification at that scale pulls more silver through the supply chain, even where the link isn't made explicit. It's worth being precise about where the demand is actually coming from. The Silver Institute's 2026 World Silver Survey shows overall industrial silver demand easing this year, largely because solar panel manufacturers are actively thrifting silver content per panel as prices stay elevated. Computing and AI-related electronics stand out as one of the few industrial segments still expected to hold up, precisely because silver isn't easily substituted there yet. That demand is arriving into a market that's already tight. The Silver Institute and Metals Focus expect a sixth consecutive annual deficit in 2026, widening to 46.3 million ounces from 40.3 million in 2025, as mine supply lags and above-ground inventories keep drawing down. Silver's dual identity — safe haven in uncertain macro conditions, industrial input in electrification and AI — is what makes this setup worth watching. When chip stocks like Micron and SK Hynix rally on expectations of a multi-year AI investment cycle, they're really pricing in demand for the infrastructure silver goes into. Is silver the overlooked metal that gets rediscovered as AI infrastructure gets built out? Disclosure: I hold a position in AuAg Silver Bullet. This is not investment advice, just my own analysis. Always do your own research. Sources: - Silver Institute – World Silver Survey 2026, sixth consecutive deficit: https://silverinstitute.org/global-silver-investment-to-remain-strong-in-2026-against-the-backdrop-of-a-sixth-consecutive-annual-market-deficit/ - IEA – Energy demand from AI: https://www.iea.org/reports/energy-and-ai/energy-demand-from-ai - E24 – Chip stocks rise on Wall Street (background on AI capex growth, does not cover silver directly): https://e24.no/boers-og-finans/i/aJK4MA/brikkeaksjer-stiger-paa-wall-street
- 16 t sitten · MuokattuOnko kukaan sijoittanut suoraan hopeaan tai kultaa? Ehkä nyt olisi aika ostaa hopeaa esim. VZLC? En tosin tiedä saisinko sillä paremman lopputuloksen kuin tällä? Ollaan varmaan aika pohjalla vai ollaanko? Näin olen kuvitellut tosin jo pari kuukautta. Tänään +4.22% kiitos siitä!Have a little over 1000 oz from 2014, and 7 oz gold from the same. But these will never be sold. I believe the biggest factor is not war or inflation or whatever. I believe the biggest factor is pension and welfare. Even in Norway, the richest country on earth, we are not fulfilling the state's pension obligations. Promises not kept to all boomers + who have been promised good pensions when states have spent money in buckets and spades on unnecessary costs such as administration, immigration and Net Zero. All Western countries should introduce a halving of administrative hirings within the state/municipalities/departments, oblige immigrants to earn money for 5 years before being entitled to welfare, and show the finger to EU Net Zero. (Btw, I am pro immigration and green tech, but damn how they have messed up)
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.
Omistukset
Päivitetty 30.6.2026
Jakauma
- Osakkeet95,4%
- Muut4,3%
- Lyhyt korko0,3%