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* DeItaone
*Walter Bloomberg
@DeItaone

🇳🇴NORWAY’S $2.3T FUND WARNS GAINS WON’T LAST Norway’s sovereign wealth fund posted a record $185 billion first-half profit, delivering a 12.95% return as semiconductor stocks surged. But CEO Nicolai Tangen warned investors not to expect similar returns ahead, citing geopolitical tensions, inflation and potential market weakness. His advice: stay invested, think long term and remain diversified. Tangen expects tougher markets ahead after years of exceptionally strong returns.

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Anslem @Anslemcrypt ·

@DeItaone Loving this already

1
Stealthct @Stealthct_Storm ·

@DeItaone Norway doesn't have good wealth

1
ELEV8TRADES @EliasArizaJr13 ·

@DeItaone Cap, they act like people are just going to stop inducting money into these funds

David Thompson @TobyKwon92 ·

@DeItaone Amazing insights as always! 🔥 Your daily stock screening is truly impressive. I only learn from you and @BrianReid11BR when it comes to finding quality opportunities in the market. 📈

CryptoCook @ThCryptoCook ·

@DeItaone Record returns don't automatically mean a crash is coming, especially with the fund still diversified globally

Chain Voyager @ChainVoyagerX ·

@DeItaone A record $185B profit is impressive, but the warning matters more. After years of exceptional returns, expecting the same performance going forward could be dangerous. Stay invested, but don’t confuse strong past returns with guaranteed future gains. 👀

@DeItaone 🔼 Growth is a choice.

TradingnGuidance @SMUGNITE ·

@DeItaone mistake being the people of Norway thought it was a fund for the people! no, just the leaders of your nation

3
Global Coin Research (GCR) @Globalcoinrsrch · 15K

@DeItaone Somebody mentioned "concentration"? x.com/Globalcoinrsrch/status/2…

1

@DeItaone Past performance never guarantees future performance. 🙏

Nura Sabo Haruna @Nursabo112 ·

@DeItaone A 12.95% return is impressive, but the warning is probably the bigger takeaway. 👀📊 Strong years can create unrealistic expectations. Staying diversified and thinking long-term matters even more when markets get tougher. 💯

Tlwich @tlwich ·

@DeItaone Reality check: 13% returns are exceptional, not normal. Stay invested, stay diversified, and don’t confuse a great run with a guaranteed future. 📈

K-Line @Maddere7 · 12K

@DeItaone 95%的收益确实吓人,但半导体这波涨完,下一脚踩空的风险可比踏空大多了,你说是不是

Ted Trading Club @tedtradingclub ·

@DeItaone Wise reminder

1
X Farmer @ojj_joj ·

@DeItaone A huge return, but Tangen’s warning is the important part. 📈➡️⚠️ After years of strong gains, investors shouldn’t assume the same performance will continue. Staying diversified and thinking long term matters even more in tougher markets.

OJ @_OHZ_ ·

@DeItaone this could have been the UK btw

1
JooHyunRyu🌱 @midnightmusicth ·

@DeItaone The US economy is shifting from consumption-led to investment-led growth heading into H2 2026. Structural shifts like this take quarters to show up in paychecks, so patience matters more than headlines.

나비 @changemindlike ·

@DeItaone The most useful question is who is affected and how. That keeps the discussion grounded in real consequences.

Ellis Mercer @EllisMercerHQ ·

The record profit is the headline. The concentration is the real story. When a $2.3T fund gets ~20% of its value from its top 10 holdings, “diversified” can still mean highly exposed to one regime: mega-cap tech leadership. The risk isn’t that those companies suddenly become bad businesses. It’s that future returns depend increasingly on the same winners continuing to carry the index.

MingZhiLiang @CatoLiang · 44K

@DeItaone AI时代,虽然资本过剩,但追求增殖的脚步仍停不下来,需求永远填不满。繁荣的技术,衰败的经济,华丽金融殿堂的地基已开始崩塌,市场随时崩溃。人类是否注定在边跑边饿的路上追问为何存在的答案?是否该觉醒了?记住是我说的👇x.com/catoliang/status/2087492…

Macro Bombastic @MacroBombastic · 10K

@DeItaone huge semis gains, but long term diversified stays king, tangen knows

PolyOrderbooks @polyorderbooks ·

@DeItaone Record gains can’t be extrapolated forever—diversification matters more as valuations stretch.

​AstraXLabs | astrax.sol @AstraXLabs ·

@DeItaone Norway’s sovereign fund dumping the alpha for caution. Smart money is bracing for the macro storm, but long-term holders stay winning. Based.

FutureTech @High__Performer ·

@DeItaone Es fängt jetzt erst an

J. LEE @JWPAX3051 ·

@DeItaone It's really commendable how CEO Nicolai Tangen is promoting a prudent and forward-thinking approach by advising investors to stay invested, think long term, and remain diversified, which is truly insightful and responsible guidance given the current market conditions!

SEPTINVESTING @septinvesting66 ·

@DeItaone Norway’s fund just dropped a monster $185B profit — and still told everyone to chill. When the world’s biggest investor says “don’t expect a repeat,” you know the easy money phase is fading fast.

K.Beauty.Arena🍉 @kbeautyarena ·

@DeItaone Thanks for sharing this. Looking forward to more.