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Pekka mentioned that the five largest stock positions in his portfolio were Google, Micron, Nvidia, Apple, and Strategy in that order. According to him, the positions in Google, Micron, Nvidia, and Strategy included both stocks and derivatives, while the Apple position consisted solely of stocks. He added that it was not an investment recommendation and asked about the other five largest positions. #pekka #osakkeet #sijoittaminen #talous (translated)

"As we indicated, in 2027 as in 2028, demand exceeds supply. In fact, we are seeing increased pressure in the market in 2027 and 2028 compared to 2026. The balance between supply and demand is therefore tightening," explained Sanjay Mehrotra, CEO of Micron, during the presentation of his group's latest financial results. #PénurieDeMémoire #IA #PrixDeLÉlectronique (translated)

The FTC has opened an investigation into Anthropic and OpenAI, while Google has launched Gemini 4, Elon Musk shared his vision of future warfare for the Pentagon, Micron saw its revenues skyrocket due to the RAM shortage, and the 66% tax deduction for YouTube has been removed in the 2027 budget. #TechFlash #OpenAI #EnquêteFTC (translated)

Micron Technology recorded record revenues in the fourth fiscal quarter of $54.23 billion, with its adjusted earnings per share reaching $33.42, reflecting strong demand for memory chips, particularly in the field of artificial intelligence, although the company's shares have only risen by 540 percent over the last year. #MicronTechnology #paměťovéčipy #uměláinteligence (translated)

They want you to believe that Israel is isolated on the world stage. Here we list what the leaders of 75 nations around the world have said about strengthening relations with Israel since 2023. It is difficult to think of any other country as small as Israel inspiring such warm friendship and admiration from around the world. Whether you are a friend of Israel or not, you owe it to yourself to sit down, have a cup of tea and scan down our list! Northern Ireland Friends of Israel Albania Name & Title: Edi Rama, Prime Minister Date: 26 January 2026 Quote: Albania is ""a serious and reliable friend of Israel and the Israeli people across the entire political spectrum." Angola Name & Title: Leo Vinovezky (representing the newly established, active diplomatic mandate on behalf of the State) Date: November 2025 Quote:"Angola and Israel have much to do together. The future is prosperous... We are together, and this will translate into action." Argentina Name & Title: Javier Milei, President Date: 10 March 2026 Quote: "I am sincerely proud to be the most Zionist president in the world." Armenia Ministry of Foreign Affairs (MFA) of Armenia Date: 21 April 21 2026 Quote: "Armenia stands ready to expand Armenia-Israel ties and explore new opportunities for cooperation." Azerbaijan Name & Title: Jeyhun Bayramov, Foreign Minister Date: 26 January 2026 Quote: "Relations between our two states are steadily improving and are strategically significant." Bhutan Name: Prime Minister's Office (PMO) / Royal Government of Bhutan Date: September 23, 2024 Quote: "...reiterate the shared desire of the two countries to further strengthen bilateral cooperation to the benefit of both peoples." Bolivia Name & Title: Rodrigo Paz, President Date: October 2025 Quote: I wish “to lead Bolivia toward a reopening to the world and re-establishing ties with Israel.” Bulgaria Name & Title: Rosen Zhelyazkov, Prime Minister Date: 23 September 2025 Quote: "Bulgaria regards the State of Israel as a key strategic partner, and the excellent relations between the two countries will provide a strong impetus in trade, innovation, education, agriculture and tourism." Burundi Burundian Ministry of Foreign Affairs Date: 21 March 2024 Quote "Burundi and the State of Israel maintain good diplomatic relations. Israel supports Burundi in the education sectors... in the field of agriculture, in the field of defense, in the field of energy production... social entrepreneurship, community development, health, and hydrometeorology." Cambodia Name & Title: Hun Manet, Prime Minister Date: June 2026 Quote:"...reaffirmed the Royal Government's continued support for existing partnerships while encouraging greater connectivity and cooperation in emerging areas." Cameroon Name & Title: Dr Taïga, Minister acting on behalf of the Cabinet Date: 13 February 2026 Quote: "The Republic of Cameroon and the State of Israel have maintained cooperative ties since Cameroon's independence... Israel's willingness to promote economic relations between Israel and Cameroon will further take root in agriculture and livestock." Chile Name & Title: José Antonio Kast, President Date: December 15, 2025 Quote: [Agreed] "to work together to put Israel-Chile relations back on track for the good of both nations." (Following his election, Kast moved to rapidly strengthen ties, stating his intent to increase cooperation in agriculture, healthcare, AI, technology, and security). Colombia Name & Title: Abelardo de la Espriella, President Date: 14 September 2026 Quote: "I will never stop defending Israel because it is the people of God, and I will always stand with Israel." Costa Rica Name & Title: Rodrigo Chaves Robles, President Date: 11 May 2025 Quote: "Our historical alliance with Israel remains an unbreakable pillar of Costa Rican democracy and values." Cote d'Ivoire Name & Title: Tiémoko Meyliet Koné, Vice-President Date: July 2023 Quote: "The historical ties linking Côte d'Ivoire and Israel are excellent and deep, and our government is resolutely committed to bringing this strategic partnership into a dynamic new phase of modern economic and technological development." Cyprus Name & Title: Nikos Christodoulides, President Date: 10 September 2026 Quote: "I am looking forward to our discussion on how to enhance our strategic partnership at all levels. Tourism, trade, security, energy, defence." Czech Republic Name & Title: Andrej Babiš, Prime Minister Date: 14 April 2026 Quote: "Our support follows a very long tradition... it is a moral partnership that has been proven by time." Democratic Republic of the Congo Name & Title: Félix Tshisekedi, President Date: 3 September 2026 Quote: "I reaffirm [our] shared commitment to strengthening diplomatic relations between our countries and relocating our embassy to Jerusalem." Ecuador Name & Title: Daniel Noboa, President Date: 4 May 2025 Quote: the President stressed that “Israel and Ecuador have the same enemies” while pledging his country's “unwavering support and friendship.” El Salvador Name & Title: Nayib Bukele, President Date: 18 April 2025 Quote: "As a Salvadoran with Palestinian ancestry, I'm sure the best thing that could happen to the Palestinian people is for Hamas to completely disappear…" Equatorial Guinea Name & Title: Eustaquio Nseng Esono, Ambassador to Israel (representing President Teodoro Obiang Nguema Mbasogo and the state executive) Date: 13 March 2024 Quote:"We want to enhance the friendship between our countries." Estonia Name & Title: Margus Tsahkna, Foreign Minister Date: 18 March 2026 Quote: "Estonia understands the battlefield... and offers full, unequivocal support for Israel." Ethiopia Name & Title: Abiy Ahmed, Prime Minister Date: 14 November 2025 Quote: "We look forward to expanding our historic bilateral ties and technology cooperation with Israel." Fiji: Name & Title: Sitiveni Rabuka, Prime Minister Date: July 16, 2026 Quote: The opening of Fiji's new embassy in Jerusalem marks"a new chapter in our relations and reaffirms our commitment to deeper diplomatic engagement." Gabon Name & Title: Alexandre Barro Chambrier, Deputy Prime Minister Date: May 3, 2025 Quote: "Israel's relations with African countries are a strategic asset and an integral part of our effort to strengthen Israel's standing internationally." Georgia Name & Title: Irakli Kobakhidze, Prime Minister Date: August 2025 Quote: "We want to strengthen the bond between our countries and peoples." Germany Name & Title: Olaf Scholz, Chancellor Date: 12 October 2024 Quote: "...there is only one place for Germany: alongside Israel..." Ghana Name & Title: Kenneth Gilbert Adjei, Minister of Works, Housing and Water Resources (representing the Presidency and the Government of Ghana) Date: 5 May 2026 Quote:"...reiterate Ghana’s commitment to strengthening bilateral relations through sustained dialogue, meaningful partnership and a shared sense of purpose." Greece Name & Title: Kyriakos Mitsotakis, Prime Minister Date: 6 September 2026 Quote: "Greece will press ahead with its strategic defense cooperation with Israel..." Guatemala Name & Title: Bernardo Arévalo, President Date: 24 July 2026 Quote: "Today, standing on its oldest ground, we reaffirm the enduring friendship between Guatemala and Israel..." Honduras Name & Title: Xiomara Castro, President Date: 29 January 2025 Quote: "Honduras seeks to maintain respectful and progressive cooperation frameworks with Israel." Hungary Name & Title: Sándor Pintér, Acting Premier / Interior Minister Date: 12 May 2026 Quote: "Hungary remains Europe's safest partner for Israel, dedicated to deepening our strategic defence and cultural ties." India: Name & Title: Narendra Modi, Prime Minister Date: February 25, 2026 Quote: "India stands with Israel firmly, with full conviction, in this moment and beyond... Let us ensure that the friendship between India and Israel remains a source of strength in an uncertain world." Kazakhstan Name & Title: Kassym-Jomart Tokayev, President Date: 6 November 2025 Quote: "Kazakhstan's accession to the [Abraham] accords represents a new chapter... we are turning the page toward more peace, economic development, and deep cooperation in the region." Kenya Name & Title: William Ruto, President Date: 6 June 2024 Quote: "We believe in the existence of Israel as a nation and as a friend..." Kosovo Name & Title: Albin Kurti, Prime Minister Date: 18 June 2024 Quote: "Mutual visits and agreements signed in different fields and sectors between us are the result of the expansion of relations between Kosovo and Israel." Lesotho Name & Title: Mpotjoane Lejone, Minister of Foreign Affairs Date: August 2025 Quote:"...strengthen diplomatic, economic, and religious connections with Israel... driven by shared values like freedom, faith, and innovation." Liberia Name & Title: Joseph Boakai, President Date: 15 September 2025 Quote: "Liberia is certainly among the closest allies of Israel... and the sky is the limit in our cooperation in agriculture, education, defense, and strategic engagement." Malawi Name & Title: Lazarus Chakwera, President Date: 7 April 2025 Quote: "Malawi is a true friend of Israel, and our relationship is built on shared goals and values." Micronesia Name & Title: Wesley Simina, President Date: 5 March 2025 Quote: "At the bilateral level, the FSM is keen on re-engaging with Israel to explore a more progressive and productive partnership." Moldova Name & Title: Mihai Popșoi, Deputy Prime Minister & Foreign Minister Date: 28 May 2025 Quote: "The embassy opening is a clear sign that our relationship is moving in a positive direction... through thick and thin, we've supported Israel's right to defend itself..." Morocco Name & Title: Nasser Bourita, Foreign Minister in a Joint statement by Governments Date: 16 September 2026 Quote: "...establishment of full diplomatic, peaceful and friendly relations between Morocco and Israel is in the common interest of both countries and will advance the cause of peace." Nauru Name & Title: Lionel Aingimea, Foreign Minister & Vice President Date: 7 September 2026 Quote: "Our motto is 'God first,' and Israel has always held a special place in our hearts. We believe with all our hearts that supporting Israel brings us God's blessing." Nepal Name & Title: Sushila Kari, Prime Minister Date: 12 January 2026 Quote: the Prime Minister urged "continued efforts to further strengthen bilateral ties” while celebrating 65 years of Nepal–Israel relations. Nigeria Name & Title: Bola Tinubu, President Date: 22 June 2025 Quote: "Nigeria is ready to advance partnership with Israel in agricultural technology and security innovation." North Macedonia Name & Title: Timčo Mucunski, Foreign Minister Date: 25 August 2026 Quote: "Since the formation of our government, we have made the bilateral relationship with Israel one of the priorities of our foreign policy...My nation and Israel – both on the basis of political ideology, but also on the basis of our global outlook – have more things that unite them rather than divide them." Palau Name & Title: Surangel Whipps Jr., President Date: 12 September 2025 Quote: "Palau's friendship with Israel is deep-rooted, and we will continue to stand firmly by its side on the international stage." Panama Name & Title: José Raúl Mulino, President Date: 6 May 2026 Quote: "This encounter represents much more than a ceremonial act, it is the reaffirmation and renewal of a solid relationship between our two nations, built on trust, mutual respect, and cooperation..." Papua New Guinea Name & Title: James Marape, Prime Minister Date: 10 June 2026 Quote: "We will advance bilateral relations! And offer moral support to the good citizens of Israel " Paraguay Name & Title: Santiago Peña, President Date: 12 December 2024 Quote: "The present brings us together. But the future will have us more closer that we've been ever before." Peru Name & Title: Dina Boluarte, President Date: 30 August 2025 Quote: "Peru wishes to strengthen our traditional bonds of friendship and cooperative development with Israel." Romania Name & Title: Nicușor Dan, President Date: 29 June 2026 Quote: "The Romania-Israel relationship is strong... Romania and Israel have a solid collaboration in several fields - economy, security, defence industry, agriculture and information technology." Rwanda Name & Title: Olivier Nduhungirehe, Minister of Foreign Affairs and International Cooperation Date: July 6, 2026 Quote: "Rwanda and Israel share strong ties that go beyond diplomacy. What defines us is the resilience of our peoples and our determination to turn adversity into progress, to transform the tragedy of genocide into socio-economic transformation, resilience and innovation." Samoa Name & Title: Laʻaulialemalietoa Leuatea Polataivao Fosi Schmidt, Prime Minister Date: 18 September 2025 Quote: "So diplomatically, religiously, culturally, we stand with Israel... in my time as Prime Minister, I will declare this, that Samoa will not withdraw from supporting Israel as the country of God's people." Serbia Name & Title: Aleksandar Vučić, President Date: 5 June 2025 Quote: "We will always stand with Israel and the Jewish people..." Sierra Leone Name & Title:: Kenyeh Barlay, Minister of Planning and Economic Development Date: 5 June 2025 Quote:"...expressed mutual interest in deepening technical and development cooperation between their countries [specifically targeting agriculture, fisheries, and human capital development]" Slovakia Name & Title: Robert Fico, Prime Minister Date: June 26, 2025 Quote: "The bilateral relations between Slovakia and Israel are constructive, have a historical background, and there is a large Slovak diaspora living in Israel." Slovenia Name & Title: Janez Janša, Prime Minister (represented by Foreign Minister Anže Kajzer) Date: 9 September 2026 Quote: "Today sends a clear message that we seek more concrete cooperation... in new partnerships, investments, joint projects and tangible results... we want today's opening [of the new Israeli embassy] to mark the beginning of a period of greater dialogue, stronger cooperation and, above all, more tangible results for the benefit of our people." Somaliland Name & Title: Abdirahman Mohamed Abdullahi (Irro), President Date: 14 September 2026 Quote: "Somaliland chose to pursue this relationship [with Israel]... to support an organized economic, institutional and security relationship." South Sudan Name & Title: James Pitia Morgan, Minister for Foreign Affairs Date: 28 June 2026 Quote: "Israel is South Sudan’s best friend in the world.” Taiwan Name & Title: Lai Ching-te, President Date: 28 October 2025 Quote: "Israel's determination and capacity to defend its territory provides a valuable model for Taiwan..." Tajikistan Name & Title: Sirojiddin Muhriddin, Foreign Minister Date: September 2025 Quote: "tourism is a bridge between peoples" (stated during the signing of their first-ever bilateral treaty with Israel) Tanzania Name & Title: Hon. Mahmoud Thabit Kombo, Minister for Foreign Affairs Date: March 27, 2026 Quote: "Israel has been an important partner across various sectors, including agriculture, health, defense, and security, contributing to the strengthening of longstanding bilateral relations between the two countries." Togo Name & Title: Faure Gnassingbé, President Date: 4 November 2025 Quote: "Togo values its historical friendship with Israel and remains committed to strengthening our economic partnership." Tonga Name & Title: Dr. 'Aisake Eke, Prime Minister Date: 3 October 2025 Quote: "Tonga has always supported what we believe is right for us, in that regard we have always supported Israel." Trinidad and Tobago Name & Title: Kennedy Swaratsingh Minister of Planning, Economic Affairs and Development Date: 30 July 2026 Quote: "We acknowledge Israel's global leadership in innovation and sustainable development, and wish to deepen collaboration in economic diversification, food security, digital transformation, and climate resilience." Uganda Name & Title: Yoweri Museveni, President Date: 24 June 2025 Quote: "Iran and the Islamists should listen to our advice to recognise Israel..." Ukraine Name & Title: Volodymyr Zelenskyy, President Date: August 2026 Quote:"Ukraine shares deep bonds with Israel, rooted in shared security challenges and historic connections. Emphasizing those ties sends a clear message: Ukraine sees Israel as more than just another international partner." United Arab Emirates Ministry of Foreign Affairs Date: 8 September 2026 Statement:"[UAE and the Israeli government] have maintained open and direct lines of communication since the inception of our relationship more than five years ago. When necessary, all relevant intelligence has been and continues to be communicated between the relevant entities." United States Name & Title: Donald Trump, President Date: 20 January 2026 Quote: "We will continue to stand firmly with Israel and ensure its absolute security and peace." Uruguay Name & Title: Luis Lacalle Pou, President Date: 19 November 2025 Quote: "Uruguay is firmly committed to furthering our commercial and technology exchange with Israel." Uzbekistan Ministry of Investment, Industry, and Trade of Uzbekistan Date: December 30, 2025 Quote: "Following the talks, the parties confirmed their mutual interest in further strengthening practical cooperation and continuing constructive dialogue on key areas of the bilateral agenda." Venezuela Government of the Bolivarian Republic of Venezuela / Ministry of Foreign Affairs Joint Declaration (issued with Israel's Ministry of Foreign Affairs to formally resume consular ties after a 17-year break) Date: 11 August 2026 Quote: "Both governments recognize the importance of the relationship between the State of Israel and the Jewish community in Venezuela, which constitutes an important historic bridge of friendship between the two countries." Vietnam Name & Title: Bùi Thanh Sơn, Minister of Foreign Affairs Date: 2 July 2026 Quote: "Vietnam values its friendship and broad-based cooperation with Israel... call on both nations ... to scale up investment." Zambia Name & Title: Hakainde Hichilema, President Date: 13 November 2025 Quote:"To the people of Israel, I say — you are welcome in Zambia. Come discover our natural wonders and build with us a shared future."

Kävin Kauppalehden Talousaamussa puhumassa Nvidian mielettömästä tuloksesta. Osake on superhalpa? Let me explain. Vuotta 2026 on jäljellä enää neljä kuukautta, joten tarkastellaan Nvidian arvostusta vuoden 2027 tulosennusteen kautta. Vuoteen 2026 tultaessa analyytikoiden konsensus odotti Nvidian tekevän vuonna 2027 vain 9,68 dollarin osakekohtaisen tuloksen. Eiliseen mennessä tuo ennuste oli noussut jo 13,03 dollariin. Tämän vuoden aikana tulosennuste oli siis noussut jo 35 %. Nvidia räjäytti eilen potin ennustamalla ensi vuoden liikevaihdon kasvuksi 70 %, kun analyytikoiden konsensus oli vain 44 %. Välikysymys: kuka edes ennustaa Q2-tuloksen yhteydessä seuraavaan vuoden kasvulukuja? Vastaus: Nvidia, koska tilauskirjat ovat jo täynnä. Tulospuhelussa Jensen ja CFO molemmat sanoivat, että kasvu olisi vieläkin kovempaa ilman pullonkauloja (mm. piikiekot ja pakkausprosessi TSMC:llä, HBM- ja DRAM-muistisirut Micronilta, SK Hynixiltä ja Samsungilta). Tekoälyajan pullonkaula siis tarkoittaa, että kasvaisimme muuten 100 %, mutta pullonkaulojen takia kasvu rajoittuu 70 prosenttiin. 70 % liikevaihto-ohjeistus 72-73 % bruttomarginaaleilla tarkoittaa sitä, että analyytikoiden konsensusennusteen pitäisi jo nyt nousta noin 15 dollariin. 15 dollarin osakekohtainen tulos eilisellä päätöskurssilla taas tarkoittaa P/E-kerrointa 14. Mutta koska Nvidia ohjeistaa aina hyvin konservatiivisesti, ensi vuoden kasvu on hyvin todennäköisesti yli 70 %. Todennäköisempää on siis se, että ensi vuonna raportoitu EPS on ennemminkin 16-17 dollaria. Jos taas lasketaan P/E-kerroin eilisellä päätöskurssilla ja 17 dollarilla, saadaan arvostuskertoimeksi 12. Oli ensi vuoden tuloksella laskettu arvostuskerroin sitten 12 tai 14, Nvidia on superhalpa. Uskon kaksinumeroisen tuloskasvun nimittäin jatkuvan 2030-luvulle asti. Toistan siksi viime kuussa tekemäni ennusteen, että Nvidian osake voi hyvin nousta 50 % seuraavan 12 kuukauden aikana. #Nvidia #osakkeet #talous

Viimeisen 1-2 viikon aikana nähty korjausliike tarjosi jälleen hyvän paikan lisätä salkun sijoitusastetta. Dipistä ostettu aiemmin korkeammalla myydyt osakkeet takaisin: SpaceX, Micron ja Nvidia. Nvidian keskiviikkoinen tulos voi olla katalyytti seuraavalle nousuaallolle. https://t.co/hwnaNhTz04 #osakemarkkinat #sijoittaminen #teknologia

Het gebrek aan snelle geheugenchips, veroorzaakt door de hoge vraag en de beperkte productiecapaciteit van leveranciers zoals SK Hynix, Samsung en Micron, vormt een aanzienlijke hindernis voor de groei van de AI-sector, waardoor investeerders en bedrijven innovatie tegenkomen in hun pogingen om meer datacenters op te zetten en AI-toepassingen te optimaliseren. #AI #Chips #Geheugenmuur

Eilinen dippi ostettu Micronissa ja MercadoLibressä! Lisäksi ostin ensimmäistä kertaa SpaceX:n osaketta. Jos lock upin päättyminen ei laske osaketta - niin se todennäköisesti nousee?🤔 Osavuosikatsaus ja tulospuheluhan olivat aika vakuuttavia... https://t.co/1WlHC5GUq2 #osakkeet #investointi #SpaceX

Der Artikel beschreibt, wie ein China-Schock die Aktienkurse von Technologieunternehmen in den USA und Südkorea, insbesondere im Bereich der Speicherchiphersteller wie SK Hynix, Sandisk, Samsung und Micron Technology, trotz steigender Gewinne erheblich sinken lässt, was zu wachsender Besorgnis unter den Anlegern führt. #Technologieaktien #ChinaSchock #Chipindustrie

Acțiunile companiilor din industria semiconductorilor au suferit pierderi masive pe fondul temerilor legate de sustenabilitatea boomului inteligenței artificiale, afectând giganții precum Nvidia și Micron, și declanșând prăbușiri pe piețele globale, în special în Coreea de Sud și Japonia. #tehnologie #inteligențaartificială #semiconductori