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Jukka Lepikkö wrote that the setup of data centers has been reduced from many months to a few weeks. According to him, Nvidia showcased hardware placed in pre-assembled containers in Berlin, which included processors as well as electrical and cooling systems. Lepikkö described the container as an artificial intelligence factory. https://t.co/zeBkbsfz5d #tekoäly #teknologia #innovaatiot (translated)

Jukka Lepikkö wrote that the SpaceX earnings announcement showed that, in his opinion, the pessimists regarding artificial intelligence were wrong once again. He claimed that AI investments were exceptionally profitable and mentioned that SpaceX was entering into GPU rental agreements that would pay off the investments in less than a year. According to Lepikkö, money was made from AI investments. https://t.co/ADY3MXyrRc #tekoäly #investoinnit #SpaceX (translated)

Jukka Lepikkö wrote that SpaceX's earnings announcement was, in his opinion, excellent and that the company had turned profitable. According to him, the artificial intelligence segment was also profitable for the first time. Lepikkö mentioned that revenue had increased to 14.6 billion, which is a 87 percent growth compared to the previous quarter. https://t.co/ZYOS5fohnS #SpaceX #Tulosjulkistus #Liikevaihto (translated)

Jukka Lepikkö stated that he has raised his investment ratio to 185 percent. He wrote that in addition to fundamental views, the success of timing was now important and that an exceptionally large leverage reflected, in his opinion, an exceptionally strong viewpoint. https://t.co/t4IvmiQCsK #Sijoittaminen #Talous #Rahoitus (translated)

Jukka Lepikkö wrote that SpaceX's Q3 earnings announcement could make the day one of the most important of 2026 in terms of the AI theme. According to him, the company would become profitable driven by its cloud services segment, even though the business was only launched in the previous quarter, Q2. Lepikkö stated that SpaceX was renting out computing capacity at its peak with an annual yield of $50 billion per gigawatt, while the investment for the corresponding capacity cost about $30 billion. He estimated the payback period to be less than a year and believed that SpaceX would make a lot of money from its AI investments. According to him, the earnings announcement could lead the market to value this business, and the development would also be positive for Nebiux, Iren, and more broadly for the AI theme. #tekoäly #SpaceX #pilvipalvelut (translated)

Jukka Lepikkö wrote that there had been many warnings about the AI bubble over the past year. According to him, the worst valuation multiples had since melted away, even though the companies' earnings growth had continued predictably. Lepikkö assessed that a rational investor should update their perspective and asked if any investor who had been pessimistic about AI had admitted to being wrong. He noted that such acknowledgments had hardly been heard. #tekoäly #sijoittaminen #talous (translated)

Jukka Lepikkö wrote that AI stocks were, in his opinion, mispriced because the analysts following them did not understand reality. He mentioned that a Nomura analyst estimated that one gigawatt of data center capacity would generate $20 billion in sales for Anthropic. According to Lepikkö, the correct figure would be about $80 billion per gigawatt: he justified his estimate by noting that 25 percent of Anthropic's 5 gigawatt capacity, or 1.25 gigawatts, was used for inference and total sales were $100 billion. Lepikkö estimated that Anthropic would increase its computing capacity by 7 gigawatts next year. He said it was unclear how much of the new capacity would be used for training and how much for inference, but he assumed that the share for inference would be larger than it is now. If one third of the additional capacity were allocated to inference, it could, based on his $80 billion per gigawatt estimate, generate $185 billion in new revenue. In this case, Lepikkö suggested that Anthropic's ARR could be nearly $300 billion by the end of 2027. #AI #Osakkeet #Teknologia (translated)

Jukka Lepikkö wrote that SpaceX's quarterly report, to be published next Tuesday, could be a turning point in trading related to the theme of artificial intelligence. According to him, SpaceX's AI segment would turn profitable in the third quarter, and evidence of the high profitability of data center investments could give the entire AI theme a new boost. https://t.co/sx3sL2xV8X #SpaceX #AI #teknologia (translated)

Jukka Lepikkö wrote that the traffic safety authorities of nine European countries had approved Tesla's FSD. According to him, Traficom had said in June that it could return to the approval of FSD in Finland after the summer holidays. Lepikkö hinted that there apparently was no urgency in improving traffic safety. #liikenneturvallisuus #Tesla #FSD (translated)

Jukka Lepikkö wrote that his three-digit return since the beginning of the year had vanished. However, according to him, the portfolio had declined quite moderately, even though the investment ratio was now 160 percent and the weighting of AI stocks in the portfolio was substantial. Lepikkö assessed that the AI theme was close to its lows and said that in the last week of October, the results to be published by Amazon, Google, Microsoft, and SK Hynix should reinforce the belief in the profitability of AI investments. #sijoittaminen #tekoäly #osakkeet (translated)

Jukka Lepikkö wrote that Brad Gerstner and Jensen Huang have depicted, in his opinion, the technological development of artificial intelligence and the figures anticipated by investors accurately in recent years. He mentioned that their new podcast, lasting an hour and 40 minutes, was released a couple of hours earlier and encouraged listening to it as well as purchasing from the sale. https://t.co/Or5d8tL013 #tekoäly #teknologia #investointi (translated)

Jukka Lepikkö wrote that according to Bloomberg, Anthropic's annualized revenue for Q3 was $67 billion and free cash flow was positive. According to him, the gross margin for the inference business was 85 percent and the margin after research and development (R&D) and other expenses was 40 percent. Bloomberg had reported an adjusted operating profit margin of 11 percent, according to him. https://t.co/hX4wHm6iJq #talous #liikevaihto #innovaatiot (translated)

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)