2026 Q4 -tulosraportti
21 päivää sitten
‧1 t 6 min
0,01 USD/osake
Viimeisin osinko
0,02%Tuotto/v
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 | ||
2026 Q1 -tulosraportti 28.5.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 t sittenNVIDIA COLLAPSE IN 2027 ? March 17, 2026 will go down in history as a landmark day. And if you don't believe me, well, do your own due diligence, look up and read about the Microsoft BitNet model and the press release from tether.io I feel a certain responsibility to state it plainly: If you are heavily invested in Nvidia based on the idea that "the world needs infinite GPUs", then you are living in a bubble that has just burst. Microsoft (who else) and the open source community have quietly perfected BitNet (1-bit LLMs). This is an architecture that throws Nvidia's business model out the window. While today's models require enormous amounts of "multiplication", which Nvidia's super expensive chips are made for, BitNet only uses the values -1, 0, and 1. This means the machine only needs to add numbers. Or to put it another way: Microsoft BitNet is a revolutionary approach to large language models (LLM) developed by Microsoft Research, aiming to make AI extremely efficient. The main focus is 1.58-bit LLM models (often referred to as BitNet b1.58), which use a ternary representation of weights (-1, 0, 1) instead of the usual 16-bit floating-point numbers (FP16). And yesterday everything changed: Tether launched the world's first cross platform LoRA fine-tuning framework for BitNet models as part of its QVAC Fabric. This means that for the first time, we can now train and fine-tune models with billions of parameters on completely ordinary hardware: Your laptop, regular graphics cards for gamers, and modern smartphones like iPhone 17 and Samsung S26 etc. are plenty enough. This is the nail in the coffin for Nvidia's dominance. Why should companies continue to pay billions to rent power in Nvidia's data centers when employees can train and run their own models locally on hardware they already own? Since BitNet cuts memory requirements by over 90 %, the need for enormous halls with power-hungry GPU racks disappears. So the need for developers like nscale, nebius and iren etc. will dramatically decrease. The planned giant data centers risk becoming history's most expensive "stranded assets", monuments to a technology that became obsolete overnight. The scary timeline: 2027 is the year it hits I don't think the crash will happen tomorrow, but I see a very clear path towards 2027: Autumn 2026 – The first crack: Nvidia is still delivering on old orders, but new orders for "inference-GPUs" will begin to dry up when companies realize what has happened. People realize they don't need new chips when BitNet runs perfectly on the CPUs they already have. Winter 2026/27 – Margin collapse: When Microsoft and Google fully roll out BitNet, the need for new hardware plummets. Nvidia will have to drastically cut its prices, and margins will fall from 80 % towards 20 %. Mid-2027 – The big re-rating: The market will stop seeing Nvidia as a "magical AI company" and start pricing them as a regular hardware company (like Intel or Dell). A halving of the stock price is a very realistic scenario.
·2 t sittenFascinating to see how many still try to time NVIDIA. The company is in the middle of a technological revolution where the demand for AI infrastructure is exploding globally. Computing power has become as critical for the economy as energy and transport. Of course, no one knows what the stock price will do in the coming months, but history shows that companies that build the very infrastructure for new technology waves often create enormous value over time. The market can be extremely short-term – technological shifts rarely are.
·2 t sittenLooking forward to May 20th when we see the financial statement for Q1.
·2 t sittenThey beat it, and it's priced in long before. You will probably see a typical “buy the rumor, sell the news” the stock will probably fall after a “passed/over-passed” earnings report regardless of revenue/guidence
·4 t sittenhttps://www.dn.no/utenriks/nvidia/usa/kina/nvidia-far-gront-lys-i-kina-dette-er-den-nye-datamaskinen/2-1-1961670 "Case summarized Nvidia has received export licenses and can resume production of H200 chips for Chinese customers. Sales to China occur under strict American conditions, including a 25% fee to the American state. Nvidia positions itself as a supplier for China's next AI phase with the emergence of agent-based AI. The company has launched NemoClaw, a platform with security layers and privacy tools for businesses. Technology giant Tencent has seen a large increase in market value after the launch of AI agent integrations."
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.
2026 Q4 -tulosraportti
21 päivää sitten
‧1 t 6 min
0,01 USD/osake
Viimeisin osinko
0,02%Tuotto/v
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
- ·1 t sittenNVIDIA COLLAPSE IN 2027 ? March 17, 2026 will go down in history as a landmark day. And if you don't believe me, well, do your own due diligence, look up and read about the Microsoft BitNet model and the press release from tether.io I feel a certain responsibility to state it plainly: If you are heavily invested in Nvidia based on the idea that "the world needs infinite GPUs", then you are living in a bubble that has just burst. Microsoft (who else) and the open source community have quietly perfected BitNet (1-bit LLMs). This is an architecture that throws Nvidia's business model out the window. While today's models require enormous amounts of "multiplication", which Nvidia's super expensive chips are made for, BitNet only uses the values -1, 0, and 1. This means the machine only needs to add numbers. Or to put it another way: Microsoft BitNet is a revolutionary approach to large language models (LLM) developed by Microsoft Research, aiming to make AI extremely efficient. The main focus is 1.58-bit LLM models (often referred to as BitNet b1.58), which use a ternary representation of weights (-1, 0, 1) instead of the usual 16-bit floating-point numbers (FP16). And yesterday everything changed: Tether launched the world's first cross platform LoRA fine-tuning framework for BitNet models as part of its QVAC Fabric. This means that for the first time, we can now train and fine-tune models with billions of parameters on completely ordinary hardware: Your laptop, regular graphics cards for gamers, and modern smartphones like iPhone 17 and Samsung S26 etc. are plenty enough. This is the nail in the coffin for Nvidia's dominance. Why should companies continue to pay billions to rent power in Nvidia's data centers when employees can train and run their own models locally on hardware they already own? Since BitNet cuts memory requirements by over 90 %, the need for enormous halls with power-hungry GPU racks disappears. So the need for developers like nscale, nebius and iren etc. will dramatically decrease. The planned giant data centers risk becoming history's most expensive "stranded assets", monuments to a technology that became obsolete overnight. The scary timeline: 2027 is the year it hits I don't think the crash will happen tomorrow, but I see a very clear path towards 2027: Autumn 2026 – The first crack: Nvidia is still delivering on old orders, but new orders for "inference-GPUs" will begin to dry up when companies realize what has happened. People realize they don't need new chips when BitNet runs perfectly on the CPUs they already have. Winter 2026/27 – Margin collapse: When Microsoft and Google fully roll out BitNet, the need for new hardware plummets. Nvidia will have to drastically cut its prices, and margins will fall from 80 % towards 20 %. Mid-2027 – The big re-rating: The market will stop seeing Nvidia as a "magical AI company" and start pricing them as a regular hardware company (like Intel or Dell). A halving of the stock price is a very realistic scenario.
- ·2 t sittenFascinating to see how many still try to time NVIDIA. The company is in the middle of a technological revolution where the demand for AI infrastructure is exploding globally. Computing power has become as critical for the economy as energy and transport. Of course, no one knows what the stock price will do in the coming months, but history shows that companies that build the very infrastructure for new technology waves often create enormous value over time. The market can be extremely short-term – technological shifts rarely are.
- ·2 t sittenLooking forward to May 20th when we see the financial statement for Q1.·2 t sittenThey beat it, and it's priced in long before. You will probably see a typical “buy the rumor, sell the news” the stock will probably fall after a “passed/over-passed” earnings report regardless of revenue/guidence
- ·4 t sittenhttps://www.dn.no/utenriks/nvidia/usa/kina/nvidia-far-gront-lys-i-kina-dette-er-den-nye-datamaskinen/2-1-1961670 "Case summarized Nvidia has received export licenses and can resume production of H200 chips for Chinese customers. Sales to China occur under strict American conditions, including a 25% fee to the American state. Nvidia positions itself as a supplier for China's next AI phase with the emergence of agent-based AI. The company has launched NemoClaw, a platform with security layers and privacy tools for businesses. Technology giant Tencent has seen a large increase in market value after the launch of AI agent integrations."
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 | ||
2026 Q1 -tulosraportti 28.5.2025 |
2026 Q4 -tulosraportti
21 päivää sitten
‧1 t 6 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 | |
|---|---|
2027 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 | ||
2026 Q1 -tulosraportti 28.5.2025 |
0,01 USD/osake
Viimeisin osinko
0,02%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sittenNVIDIA COLLAPSE IN 2027 ? March 17, 2026 will go down in history as a landmark day. And if you don't believe me, well, do your own due diligence, look up and read about the Microsoft BitNet model and the press release from tether.io I feel a certain responsibility to state it plainly: If you are heavily invested in Nvidia based on the idea that "the world needs infinite GPUs", then you are living in a bubble that has just burst. Microsoft (who else) and the open source community have quietly perfected BitNet (1-bit LLMs). This is an architecture that throws Nvidia's business model out the window. While today's models require enormous amounts of "multiplication", which Nvidia's super expensive chips are made for, BitNet only uses the values -1, 0, and 1. This means the machine only needs to add numbers. Or to put it another way: Microsoft BitNet is a revolutionary approach to large language models (LLM) developed by Microsoft Research, aiming to make AI extremely efficient. The main focus is 1.58-bit LLM models (often referred to as BitNet b1.58), which use a ternary representation of weights (-1, 0, 1) instead of the usual 16-bit floating-point numbers (FP16). And yesterday everything changed: Tether launched the world's first cross platform LoRA fine-tuning framework for BitNet models as part of its QVAC Fabric. This means that for the first time, we can now train and fine-tune models with billions of parameters on completely ordinary hardware: Your laptop, regular graphics cards for gamers, and modern smartphones like iPhone 17 and Samsung S26 etc. are plenty enough. This is the nail in the coffin for Nvidia's dominance. Why should companies continue to pay billions to rent power in Nvidia's data centers when employees can train and run their own models locally on hardware they already own? Since BitNet cuts memory requirements by over 90 %, the need for enormous halls with power-hungry GPU racks disappears. So the need for developers like nscale, nebius and iren etc. will dramatically decrease. The planned giant data centers risk becoming history's most expensive "stranded assets", monuments to a technology that became obsolete overnight. The scary timeline: 2027 is the year it hits I don't think the crash will happen tomorrow, but I see a very clear path towards 2027: Autumn 2026 – The first crack: Nvidia is still delivering on old orders, but new orders for "inference-GPUs" will begin to dry up when companies realize what has happened. People realize they don't need new chips when BitNet runs perfectly on the CPUs they already have. Winter 2026/27 – Margin collapse: When Microsoft and Google fully roll out BitNet, the need for new hardware plummets. Nvidia will have to drastically cut its prices, and margins will fall from 80 % towards 20 %. Mid-2027 – The big re-rating: The market will stop seeing Nvidia as a "magical AI company" and start pricing them as a regular hardware company (like Intel or Dell). A halving of the stock price is a very realistic scenario.
- ·2 t sittenFascinating to see how many still try to time NVIDIA. The company is in the middle of a technological revolution where the demand for AI infrastructure is exploding globally. Computing power has become as critical for the economy as energy and transport. Of course, no one knows what the stock price will do in the coming months, but history shows that companies that build the very infrastructure for new technology waves often create enormous value over time. The market can be extremely short-term – technological shifts rarely are.
- ·2 t sittenLooking forward to May 20th when we see the financial statement for Q1.·2 t sittenThey beat it, and it's priced in long before. You will probably see a typical “buy the rumor, sell the news” the stock will probably fall after a “passed/over-passed” earnings report regardless of revenue/guidence
- ·4 t sittenhttps://www.dn.no/utenriks/nvidia/usa/kina/nvidia-far-gront-lys-i-kina-dette-er-den-nye-datamaskinen/2-1-1961670 "Case summarized Nvidia has received export licenses and can resume production of H200 chips for Chinese customers. Sales to China occur under strict American conditions, including a 25% fee to the American state. Nvidia positions itself as a supplier for China's next AI phase with the emergence of agent-based AI. The company has launched NemoClaw, a platform with security layers and privacy tools for businesses. Technology giant Tencent has seen a large increase in market value after the launch of AI agent integrations."
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.
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Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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Dataa ei löytynyt