Inquiries, dismay, and hype regarding stock prices and their changes (Part 4)

[Hieroja]

International business machines released Q2 preliminary results. Might put some pressure on IGV/Software today.

[OsinkoGuru]

IBM’s premarket looks a bit soft, down 22%. In the mud-spattered and loss-stinking software sector, I have Tieto at 3% of my portfolio and Microsoft at 1.5%. It’s just as well I don’t have more. I might be able to get them much cheaper in the fall. I wouldn’t even mind a full-blown “SaaSpocalypse.”

There’s also a good reason for the perennial favorite Adobe to hit the canvas again today. If it was a screaming buy at $230, it’s an even louder one now. After all, this company with no net cash doesn’t pay a dividend.

[Perttu_Hamalainen]

Weekly DT review. The journey isn’t long anymore, we’ll be there soon

@\"vanha_Qfwfq

Same situation as last week. There is still 100% of the journey left.

The measurement is almost exactly to the cap formed 10 years ago on July 27, 2016, which closes at €7.58—not yet, but soon…

[vanha_Qfwfq]

@Perttu_Hamalainen

The journey isn’t long anymore, we’ll be there soon

Same situation as last week. There is still 100% of the journey left.

[Ituhippinen]

@MoneyWalker

GPT 5.6 speculated on the party considering the purchase of Tecnotree: Most likely: Lumine Group / Constellation Software

@Verneri_Pulkkinen and @Ituhippinen, how would you comment on this speculation?

It really is something if Tecnotree buyout rumors can make the owners of a multi-billion dollar firm tremble like this.

[Wallet_Buffet_Omahan]

“This calls for wisdom. Let the person who has insight calculate the number of the beast, for it is the number of a man. That number is 666.”

In the longer term, the oversupply of waste incineration capacity in Finland is estimated to create downward pressure on gate fees.

There can be a silver lining even in burning trash, if the oversupply eventually lowers gate fees.

[Perttu_Hamalainen]

@OsinkoGuru

IBM’s premarket is looking a bit soft, down 22%. In the battered and “cod-smelling” (loser-scented) software sector, I personally have Tieto at 3% of my portfolio and Microsoft at 1.5%. It’s actually good that I don’t have more. I might be able to get them much cheaper in the autumn. I wouldn’t even mind a full-blown SaaS-pocalypse.

It’s also a good reason for the perennial favorite Adobe to hit the canvas again today. If it was a screaming buy at $230, it’s an even louder “buy” paper now. That cash-strapped company doesn’t pay a dividend, after all.

NOW and PLTR are also looking sluggish.

So far, only roughly the market cap of Nokia has been “cheese-sliced” away, and the evening is still young.

[Sijoittaja-alokas]

The only real bright spot in my portfolio is leading it toward a red YTD figure

[Indeksitermiitti]

Nanoviricides is rising for the second day in a row, which is rare. It’s up 17% total this week, with the price now at 1.76 USD.

Sure, it has been given some ice-cold (extremely low) price targets, and there is momentum with their Ebola drug as well, but I still can’t find any major news yet. It is a small company, so it doesn’t take much to trigger a price move like this. We’ll see when it really takes off.

[Pohjolan_Eka]

Have you, Alokas, considered selling the noobius group and joining our merry band of brothers? There are at least two of us already!

[Sijoittaja-alokas]

@Pohjolan_Eka

Have you considered, Alokas, selling your noob group and joining our merry band of brothers? There’s at least two of us already!

I would otherwise, but I see two major risk factors here:

I might add more TradeDesk, though, as I can already see by eye how sexy this is technically as well:

[Dakke]

Why can’t I find an explanation for this anywhere

[Veke98]

$220 → $194. Without any kind of news?? Plenty of volatility.

[Sijoittaja-alokas]

Investors seemed to interpret the New York data center news as a risk for Nebius.

https://x.com/CryptoBankz_65/status/2077079089262055808

https://x.com/wallstengine/status/2077035515724058724

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Now onto Nasse matters

The top companies actually represent a wide range of different sectors

https://x.com/KoyfinCharts/status/2077002928557297959

[Sijoittaja-alokas]

Though it cost a grand to exchange, but still

[Pohjolan_Eka]

Risk-takers enjoying themselves while waiting for the IPO

[Sijoittaja-alokas]

@Pohjolan_Eka

Risk-takers are enjoying themselves while waiting for the rookie

Well, looks like nobody believed my comments again.

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@Montau

https://www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15/

Buyout offer of $60.50 per share.

In the premarket, at least, we’re pumped.

[Sijoittaja-alokas]

Sisäpiiritieto, tulosvaroitus: Terveystalo laskee tulosohjeistustaan vuodelle...

I was wondering about Terveystalo’s slide earlier, but I deleted my post when I realized I should check the releases.

Terveystalo estimates that the adjusted operating profit (EBIT) for 2026 will be EUR 120–140 million (2025: EUR 156.3 million).

Earnings guidance for 2026 provided in the financial statements release on February 13, 2026

Terveystalo estimates that the adjusted operating profit (EBIT) for 2026 will be EUR 135–165 million (2025: EUR 156.3 million).

And this had been mentioned in the thread as well.

[Perttu_Hamalainen]

For a moment, it seemed like we would get over our addiction to mangos cold turkey. Nobody was interested. Rumor has it that @Ituhippinen got hooked, and apparently the teachers still have some influence because things are looking better again. The role of the dealer @Pohjolan_Eka shouldn’t be underestimated.

Soon you won’t be able to get them for under thirty anymore.

[OsinkoGuru]

It doesn’t look like there’s going to be one stone left upon another once the dust settles. A complete collapse of a house of cards. I threw in a sympathy buy order. Quite the slaughterhouse again. These small-cap kiosks worth under a billion are damn dangerous.