contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


hav-invitation-to-presentation-of-q4-2025-financial-results

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

HAV Group operates in the energy and manufacturing industries. The company works with the development of energy solutions for the maritime industry. The product portfolio is broad and includes systems for hydrogen energy and ballast management. In addition to the main business, aftermarket service, support and maintenance are offered. Operations are held on a global level, with the largest presence in Scandinavia. The HAV Group was founded in 2021.

Yes. That article by the portfolio builder is good and made me think more. The macro situation always affects stock valuations. Nvidia’s stock valuation has been weighed down by other factors besides the Iran conflict. Almost all analysts give buy recommendations because their cash flow models indicate the stock is undervalued. But the stock market does not believe those calculations. The Microsoft stock chart below tells me that the market constantly wants to sell American mega-cap companies.  Microsoft is weighed down by OpenAI uncertainty. Uncertainties regarding OpenAI’s listing exist because the current macro situation is not favorable for an IPO. I think that an as-yet unlisted OpenAI has had it easy outside the stock market. Its pricing outside the stock market is more prone to unreality than that of listed companies, which have to perform every day. The market also anticipates that Microsoft will announce that international trade has suffered due to increasing sovereignty demands, and Microsoft is running a strong campaign in Europe that it defends European sovereignty values. Microsoft is investing heavily in Europe because its market position is weakening. Microsoft is now putting up a strong fight, and that eats into margins. I think the market has an AI overload. And because the bad news from Nvidia’s most important customers is yet to come, this is also anticipated in Nvidia’s stock price. Nvidia’s low valuation is part of the stock market. It is what it is. Fluctuation between euphoria and uncertainty. Now uncertainty beats euphoria.

Here’s an article from SalkunRakentaja about Nvidia that can be read in a few minutes. For those who have followed the company more closely, there shouldn’t be much new information, but it’s a good and timely overview of the company nonetheless.  Subheadings:  Technical Support Nears Critical Threshold Rubin Ultra Pods and Future Data Centers Groq License Expands Playing Field Geopolitics or Fundamentals?                    SalkunRakentaja – 28 Mar 26              Nvidian arvostuskerroin putosi S&P 500 -indeksin alle ensimmäistä kertaa yli...    Iranin konfliktin laukaisema myyntipaine on iskenyt poikkeuksellisen kovaa teknojätti Nvidiaan.

Or perhaps the analysts were better informed, in which case Jensen’s announcement only surprised us retail investors. This is how it should be if they do their job carefully. I took the listing from Benzinga’s website for the period of March 17-23. Out of ten analysts, 3 raised their target price, and even then only by $5, $25, and $32, while the remaining seven kept their recommendation price unchanged.

This 2.5-hour treat dropped a few minutes ago. I haven’t had time to listen to the interview, of course, but with Lex Friedman’s quality, this is guaranteed to be top-notch stuff:

Analysts apparently don’t trust the promised figures. Or they are slow to update the information.

I don’t know what those figures are, but they’re missing quite a lot of dollars. Based on the guidance from GTC, Blackwell and Rubin alone will bring in those 2025A, 2026E, and 2027E revenues. On top of that, you should also calculate from the data center: racks, storage, and parts of networking. According to Jensen, the data center segment alone would be $1250B starting from 2025-2027. In addition, all other segments and potentially China, which is still excluded from the guidance, will be added. The revenue figures are almost 50% too low compared to what was guided last week and look like pre-GTC estimates.

Nvidia’s valuation levels are starting to be quite reasonable

HAV Group

HAV Group ASA invites investors, analysts and journalists to a webcast presentation of its fourth quarter 2025 financial results. Time and date: Friday 13 March 2026 at 08:00 Link to webcast...

<pre>HAV Group ASA invites investors, analysts and journalists to a webcast presentation of its fourth quarter 2025 financial results. Time and date: Friday 13 March 2026 at 08:00 Link to webcast: https://www.youtube.com/live/As16_Ts77is?si=YWmYeJalm2NPjVTL Presenters: Gunnar Larsen, CEO, Pål Aurvåg (CFO) Questions can be submitted during the webcast. However, questions submitted in advance via the link below will have better chance of being answered. Questions can be submitted through this URL: https://www.menti.com/al46bxopr4tb The presentation material will be published at 07:00 on Friday 13 march 2026. (ENDS) For additional information, please contact: Gunnar Larsen, CEO gunnar.larsen@havgroup.no +47 901 05 694 About HAV Group | www.havgroup.no HAV Group and its subsidiaries (together: "HAV Group") is an international provider of technology and services for maritime and marine industries. HAV Group has several decades of industry experience, in addition to special expertise in guiding the marine and maritime industries through the green shift and towards the goal of zero emissions. HAV Group ASA is listed on Euronext Growth under the ticker code HAV. </pre>