Jukka Lepikkö

Jukka Lepikkö wrote that media literacy was needed in investment forums. According to him, the dramatic decline forecast presented was perhaps related to a decline expected in a couple of years, and the forecaster was simultaneously long on stocks, benefiting from their rise. https://t.co/2jO2H8GLxX #sijoittaminen #talous #mediataito (translated)

Jukka Lepikkö wrote that European bureaucracy would require construction work to be suspended for the duration of environmental impact assessments. According to him, work would resume a couple of years and several rounds of appeals later, once the flying squirrels or other similar species had been saved again. https://t.co/pXcszeA0A5 #byrokratia #ympäristö #rakentaminen (translated)

Jukka Lepikkö wrote that 30 billion euros was a large amount to be given abroad while Finland's economy was in difficulties. He referred to the views of British economist Peter Bauer, according to whom in development aid the poor of rich countries transfer money to the rich of poor countries, and criticized the fact that Finland took on debt to provide money for aid abroad. According to Lepikkö, Finland became indebted and violated EU treaties when the debt ratio was 90 percent. He believed that the debt had built a large public sector, which also included the task of providing support to foreign countries. According to him, development aid led to dependency on support and increased immigration from Africa. Lepikkö referred to Zambian economist Dambisa Moyo, who argued that development aid harmed Africa and that dependency on support hindered positive development by corrupting local markets. He wrote that development aid should be stopped. #kehitysapu #velka #talous (translated)

Jukka Lepikkö wrote that crude oil exports from the Middle East had returned to levels prior to the beginning of the Iran war and the closure of the Strait of Hormuz. According to him, the United States had gained control of the strait, and some oil was passing by it. Lepikkö assessed that Iran appeared almost defenseless. #Iran (translated)

Jukka Lepikkö reported that interest rates continued to rise strongly and stated that the yield on the U.S. 30-year government bond had exceeded 5.70 percent. According to him, the Nasdaq reached new all-time highs at the same time, which once again disappointed those expecting a decline in the stock market. https://t.co/UThTbPBKI4 #talous #osakemarkkinat #investointi (translated)

Jukka Lepikkö assessed that Wärtsilä's stock price has looked attractive. He noted that the stock had fallen by 30 percent over the past six months and that the valuation had become more moderate. According to him, several candles indicating buy pressure had formed in the weekly charts over the last two months. Lepikkö described the company's fundamentals as strong and the order books as full. He mentioned that Wärtsilä had received a new data center order from the United States on the same day. As a potential catalyst for the stock price, he considered the CMD scheduled in four weeks, where, according to him, profitability targets could be raised and more could be shared about the optimization and expansion of the Vaasa factory. #osakkeet #investointi #talous (translated)

Jukka Lepikkö wrote that there was less than a calendar month, specifically 22 trading days, until the United States midterm elections. According to him, the historically weak pre-election period for the stock market ended about three weeks before the elections, after which the strongest six-month period of the entire four-year presidential cycle began. https://t.co/uTch4VY7yT #välivaalit #pörssi #USA (translated)

Jukka Lepikkö wrote that in the top 10 percent of companies using artificial intelligence, the AI costs were $650 per employee, while in the median company, they were $11. According to him, the difference was 59 times greater and the companies' AI expenditures would grow by several multiples over the next 3–5 years. He estimated that the cycle was just beginning. https://t.co/jD3l2B1Ccc #tekoäly #yrittäjyys #teknologia (translated)

Update to the forecast made on July 15, 2026: The correction in the stock market is coming to an end, and next up is a strong 6-month uptrend? The forecast drawn just over 2.5 months ago regarding market movements is almost spot on if copied to the S&P 500 equal weight index (see picture). It has the same stocks as the S&P 500 but with different weights. The equal weight index has fallen by 7.2% from the August peaks to yesterday's lows. Looking at the equal weight index, we can state that we saw: 1) a rise to new highs in July-August with a strong earnings season 2) a strong decline in September due to increased uncertainty (interest rates, oil/Iran, midterms, artificial intelligence) If the third wave of the forecast materializes, it would mean that the market bottoms out before the U.S. midterms and rises significantly over the next 6 months. #Osakkeet #Sijoittaminen #Markkinat (translated)

The first 100 "Robo taxis" in Finland are already eagerly waiting in the garage for the approval of Tesla's FSD in Finland. The taxi company Menevä has a large fleet of autonomous vehicles even by European standards. Traficom estimates that the permit issue will be resolved during this year. https://t.co/1NsZrf5Xqu #autonomiset #taksit #teknologia (translated)

SpaceX:n Starship saavutti tänään ensimmäistä kertaa Maan kiertoradan – ja vei samalla ensimmäisen kaupallisen hyötykuormansa perille. 🚀 Starship on suunniteltu kokonaan uudelleenkäytettäväksi: sekä kantoraketin että avaruusaluksen on tarkoitus palata takaisin ja lentää uudelleen. Tavoitteena on laskea avaruuskuljetusten kustannuksia merkittävästi, kuljettaa suuria lasteja avaruuteen ja lopulta viedä ihmisiä Kuuhun ja Marsiin. Aiemmilla 13 koelennolla ei vielä tavoiteltu pysyvää kiertorataa. Tänään 14. lento vei kiertoradalle 26 uuden sukupolven Starlink V3 -satelliittia. Starship otti siis tärkeän askeleen koelennoista kohti kaupallista käyttöä. Uusien satelliittien suorituskyky on hurja: yhden V3-satelliitin tiedonsiirtokapasiteetti käyttäjien suuntaan on noin terabitti sekunnissa eli noin kymmenkertainen V2-sukupolveen verrattuna. Tänään laukaistu erä tuo siten verkkoon noin 26 terabittiä sekunnissa lisää kapasiteettia. Täysin ongelmitta lento ei sujunut. Yksi Starshipin moottoreista sammui odotettua aiemmin, ja lento päätettiin suunniteltua lyhyempänä. Kiertorata saavutettiin, satelliitit vapautettiin ja alus palasi hallitusti ja suunnitellusti Tyyneenmereen. Päivämäärässä on hienoa symboliikkaa: SpaceX:n ensimmäinen raketti Falcon 1 saavutti kiertoradan 28.9.2008. Tasan 18 vuotta myöhemmin Starship teki saman. #SpaceX #Starship #avaruus

Anthropic kertoi juuri, että sen tekoäly on löytänyt mahdollisen uuden geeninmuokkausmekanismin analysoimalla genomidataa ja suunnittelemalla sitä todentavat laboratorikokeet. Tämä osoittaa, että tekoäly on siirtymässä passiivisesta avustajasta aktiiviseksi tieteellisten löytöjen tekijäksi myös kokeellisissa biotieteissä ihmisen ja mallin saumattoman yhteistyön kautta. Vastaavaa eksponentiaalista kehitystä on jo nähty matematiikassa, jossa tekoäly on edennyt lukiotasolta ratkomaan alan merkittävimpiä avoimia ongelmia. Vaikka biologian kokeellinen viive säilyy, tekoäly voi moninkertaistaa tutkimuksen läpimenon nopeuttamalla hypoteesien luontia ja uusien lääkehoitojen löytämistä. Tämä avaa konkreettisen polun tulevaisuuteen, jossa tekoälyllä vauhditettu tutkimusputki voi ratkaista ihmiskunnan vaikeimpia sairauksia huomattavasti aiemmin oletettua nopeammin. #tekoäly #biotieteet #geenimuokkaus

Salkku taas uusissa huipuissa tekoäly-yhtiöiden vetämänä. Korjausliikkeet on ostopaikkoja. YTD +99,00% ↗️ https://t.co/Ly87RZyraC #tekoäly #sijoittaminen #osakkeet