ICEsh00ter personal page - To The Moon

ICEsh00ter

ICEsh00ter

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Deposit funds into banks with highest interest rates since t-bills interest rates have plunged as well.

09-18

🤣

Nvidia: Make Hay While The Sun Shines

09-11

Palantir for the win!

09-08

PLTR for the win! AI is the future.

09-07

my son plays lan games with his friends and my username is one of his handles. 😆

08-28

$Li Auto(LI)$ 🦬🐮🐂🐃🐄

08-12

$Singtel(Z74.SI)$ huat ah!

08-08

pls sue their pants off.

Intel Shareholders Sue Chipmaker After Job, Dividend Cuts Cause Stock Plunge

08-02

fire the CEO now

Intel: Turn Off The Lights

08-02

time to sack the CEO.

Intel to Cut 15% Jobs, Suspend Dividend in Turnaround Push; Shares Plummet 20%

07-27

#3 of 3. [Cool]

07-27

#2 of 3

07-27

#1 of 3

07-05

more reds than greens! [Facepalm]

07-04

wow! 1331 days! 👍🏼 number to buy 4D! [Miser]

06-21

hooray!

Biolidics Announces Resignation Of Song Tang Yih As Executive Director And CEO

06-21

hahaha

Biolidicsâ CEO Steps Down; Shares Surge 10%

06-20

Roses are red my love... my stocks (are) not blue ooh ooh...

06-18

why are your redemption items so lousy? can you gather feedback from customers what we want?

06-14

Seamless & hassle-free trading across all markets 24-7.

Go to Tiger App to see more news

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funds into banks with highest interest rates since t-bills interest rates have plunged as well.","listText":"Deposit funds into banks with highest interest rates since t-bills interest rates have plunged as well.","text":"Deposit funds into banks with highest interest rates since t-bills interest rates have plunged as 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Corporation</strong>appears invincible. The company is everywhere, from its GPUs powering Generative AI applications associated with Open AI and that of the cloud hyperscalers, to combining with Dell Technologies (DELL) to build an AI factory for Elon Musk’s xAI.</p><p>And why not. NVDA currently provides the fastest and most powerful GPUs in the world, its AI platform is end-to-end fully sufficient to render any corporation AI ready, with little friction, providing the hardware, software, and networking, required for AI. The competition appears floundering in the face of NVDA’s scorched earth policy towards them.</p><p>However, it is not a zero-sum game. If one gazes more closely at NVDA, there are chinks in the company’s armor the competition can exploit to get its foot in the door. NVDA’s Achilles Heel is its premium pricing policy, its attitude that stacking compute power is the solution for everything AI, and that hogging CUDA, its proprietary GPU programming software will handicap sales of the competition’s AI accelerators enough to ensure NVDA’s industry dominance into perpetuity.</p><p>However, the winds of change are blowing in. Advanced Micro Device’s (AMD) AI processors are improving exponentially, and Intel Corporation’s (INTC) new chips, although comparable in computing power to NVDA’s H100 (not B100), are priced at 1/3rd that of NVDA’s GPUs. In addition, a consortium of developers from Intel to Qualcomm (QCOM) to Alphabet (GOOG) (GOOGL), Amazon (AMZN), and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), are quietly preparing open-source code that will optimize performance of GPUs of any company, run on any hardware. Further, AMZN, GOOG, and Microsoft (MSFT) are developing custom silicon to power their internal AI workloads, and to support AI inference activity performed by their cloud computing clients. Overall, once the challengers efforts gather momentum, NVDA’s bound to lose pricing power and market share within the AI semiconductor industry.</p><p>Nevertheless, given the presupposition of AI thought leaders that the demand for AI processing power will likely only be limited by price, with the market having the ability to absorb large quantities of compute power, all major chip companies are likely to prosper for an elongated period into the future. The rising tide will lift all boats, all companies will benefit greatly, including NVDA.</p><p>We’re initiating on NVDA with a Sell Rating and $70/share Price Target. This is based on our 10 year Discounted Cash Flow (“DCF”) model, adjusted for lower revenues and earnings growth over the out years, as NVDA’s first mover advantage fades in the face of the competition’s strategic onslaught.</p><p>We’re cognizant that we will possibly encounter pushback from investors on our Price Target and Sell Rating on NVDA. In that regard, it is notable that our valuation surmises significant growth over the coming years, which tapers substantially over the out years. In addition, it is important to note that our model inputs for NVDA are highly aggressive, compared to that we attributed to INTC (which we initiated on two weeks ago). Specifically, we deployed straight lined 10 year: revenue growth/year, operating cash flows as percent of revenues/year, and capital expenditures as percent of revenues/year, of 8%, 30%, and 22% for INTC, versus 30%, 35%, and 5% for NVDA. Cumulatively, although NVDA’s stock price might jump every time the company reports earnings over the coming quarters, with some downside risk, a substantial decline in the price of the company’s shares is imminent. Make hay while the sun shines.</p><h2 id=\"id_3876211867\">Investment Thesis</h2><p>NVDA was founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, in Sunnyvale, California. The firm’s headquarters are located in Santa Clara, California. NVDA has data centers, and research and development and sales and administrative facilities in the U.S., shine, Israel, and Taiwan, among others.</p><p>The company derives its revenues from two segments: data center and networking, comprised of sales associated with its data centers and networking paraphernalia, and graphics, which includes revenues from NVDA’s gaming GPUs. During FY24, the data center and networking, and graphics categories accounted for 78% and 22% of the firm’s total revenues.</p><p>There appear to be two primary concerns surrounding the NVDA story. The predominant issue is whether the runaway growth the company is witnessing is sustainable. The secondary element drawing investor attention is related to NVDA’s long-term financial performance. We analyze both concerns below.</p><p><strong>Runaway Growth Likely To Taper As Industry Matures</strong></p><p>NVDA’s competitive advantage is built on the back of several factors. These include the prowess of its GPUs to process trillions of parameters and tokens of data at high speeds, its networking abilities which lash together tens of thousands of its GPUs to provide supercomputing powers, and its CUDA programming platform. Developers have built software libraries using CUDA to simplify AI tasks of all genres.</p><p>CUDA is proprietary to NVDA and not open sourced. Therefore, GPUs of alternate companies cannot be easily optimized using CUDA. GPU programmers over the years (CUDA was launched in 2006) have developed programs on CUDA that perform numerous AI tasks. Consequently, when an enterprise purchases a NVDA GPU, their programmers don’t have to program the hardware for associated tasks, as the programs already exist. In that regard, NVDA’s GPUs are like Apple Inc’s (AAPL) iPhone and CUDA is similar to iOS, upon which developers have built millions of applications, greatly enhancing the customer appeal of the iPhone.</p><p>AMD’s GPUs can be optimized using the firm’s ROCm platform (however the number of programs available is relatively small) and INTC’s SYCL platform translates CUDA, so INTC’s AI accelerators can avail of CUDA’s assets. Nevertheless, regarding the training of large language models, or LLMs, AMD’s and INTC’s semiconductors have not gained much market traction. Therefore, the firms along with large corporations, including GOOG, QCOM, MSFT, and Open AI, are collaborating to deliver the industry from CUDA’s dominance. ROCm, PyTorch, and Trinton are platforms under development to achieve the objective.</p><p>Further, stacking compute power, appears to be NVDA’s strategy to overwhelm customers and the competition. However, AI mimics humans, and humans have a multitude of capabilities, which they utilize to accomplish different tasks. Over time, the realization will dawn across the AI industry that stacking processing power is not the solution for making the most of AI. To limit costs and optimize performance, a combination of CPUs, GPUs, and AI accelerators with varied computing powers, will be required. To illustrate, LLM training necessitates significantly more processing and speed, requiring supercomputers and Petaflops of compute power, to ensure the processing of trillions of parameters and tokens of data, at breakneck speed. However, an AI inference task, that is the output a LLM spits out when prompted following training, requires substantially reduced computing power than during training.</p><p>In the context of inference workloads, INTC’s Gaudi 2 and Gaudi 3 AI accelerators, with processing power comparable with NVDA’s H100 GPU, and lower power requirements, appear more suitable. Moreover, prices associated with Gaudi 2 and Gaudi 3 systems, are between 1/3rd and 2/3rd that of NVDA’s GPU systems. In that respect, it is noteworthy that AI inference is projected to ultimately account for 80% of AI revenues.</p><p>Further, with an eye on the future and sensing an opportunity to reduce reliance on expensive NVDA processors, AMZN, MSFT, and GOOG are designing and producing their own: inference chips to fulfil AI computing demands of their customers, and custom silicon to support their own internal workloads. Given that NVDA generated 45% of its 2Q25 total revenues from sales of its GPUs to these cloud hyperscalers, with large Internet companies and multinational corporations accounting for another 50% of total revenues, the development will ultimately shrink the addressable market for NVDA’s products. In addition, once this small group of companies NVDA derives 95% of its revenues from have accumulated sufficient computing power generating hardware, their demand for NVDA’s offerings will decline dramatically.</p><p>Overall, although processing power requirements for artificial general intelligence (AGI) will pick up some slack in NVDA’s revenues, long-term market dynamics suggest that the company is bound to lose market share and pricing power, over time.</p><h3 id=\"id_142109419\">Current Financial Performance Appears Unsustainable Over The Long Term</h3><p>NVDA reported solid financial results for FY24. On a year-over-year basis, revenues expanded 126% to $60.9 billion. The outperformance was driven by strong sales associated with the data center and networking category, which advanced 215% to $47 billion, and the graphics segment, which escalated 14% to $13.5 billion. Compared to FY23, operating income expanded by 681% to $33 billion. In addition, over the same period, net income increased by 584% to $30 billion, and earnings per share came in at $11.93 versus $1.74. Gross margins advanced 38% to 54%, and net margins expanded 327% to 49%. Data center and networking operating income escalated 530% to $32 billion. Graphics operating income, which accounted for 18% of total operating income, increased 681% to $5.8 billion.</p><p>NVDA’s blowout financial performance was fueled by the advent of Chat-GPT, which reflected in a hyper focus on the training of LLMs. NVDA’s GPUs, with the ability to process trillions of parameters and tokens of data at speed, are highly proficient at LLM training. What ensued was a scramble for the product among large corporations and government institutions across the world. The runaway volume and premium pricing associated with NVDA’s GPUs ensured that margins were extremely high, reflecting in significant growth in the company’s earnings and free cash flows for FY24.</p><p>We expect NVDA to repeat if not better the financial performance it experienced in FY24 over the upcoming few quarters, as enterprises focus on training LLMs on proprietary data, thereby requiring huge amounts of processing power. However, Moore’s Law states that the number of transistors on an integrated circuit will double every couple of years, while the cost of the chip will be halved over the same period. Therefore, the premium pricing that NVDA’s chips command due to the novelty of its technology, is likely to be damaged over time.</p><p>As described above, comparable semiconductors, a programming language to rival CUDA, GPU pricing wars, declining demand for AI hardware, and a shift in focus towards AI inference from AI training are likely to dampen sales growth of NVDA’s AI processors. This is despite AGI’s substantial compute requirements. Lower sales volume and reduced pricing will reflect on NVDA’s revenue growth rates, over the back end of the decade. Consequently, the firm’s margins, earnings, and free cash flows are likely to suffer over the out years.</p><p>Incorporating the above described qualitative narrative into our 10-year Discounted Cash Flow model, we arrive at a Price Target of $70/share for NVDA. Our valuation assumes a normalized 10-year revenue growth rate of 30%. In addition, we derive our net income for 10-years using a net profit margin of 42% (vs. the 49% net profit margin experienced in FY24). Based on our analysis of NVDA&#39;s historic financial reports, we model normalized 10-year operating cash flows as 35% of revenues/year, and straight lined 10-year capital expenditure as 5% of revenues/year. Furthermore, we deploy a perpetual growth rate of 3% and weighted average cost of capital of 10% to reach our terminal value and present value of free cash flow figures. We utilize the current diluted outstanding share count of 24,848 million to arrive at our Price Target for NVDA.</p><h2 id=\"id_2154463965\">Risk</h2><p><strong>AI Monetization Efforts Disappoint. </strong>Based on Sequoia Capital’s estimates, corporations purchased $50 billion worth of NVDA’s AI processors during 2023. In contrast, over the same period, AI processors derived revenues came in at less than $5 billion. Most large corporations are stacking upon processing power, hoping that the investment will pay off in the future.</p><p>Open AI generated $2 billion in Generative AI revenues in 2023, the cloud hyperscalers are monetizing AI by providing AI tools and services to enterprises seeking to automate tasks related to their businesses. However, use cases for AI are still evolving. The path for AI derived riches appears unclear, except for semiconductor companies. Undoubtedly, the world will be transformed by AI. However, similar to the internet era, visibility into where the bulk of AI related profits will ultimately land is weak.</p><p>In case AI fatigue unfolds among the client base of the cloud hyperscalers, a pullback in demand for NVDA’s chips might follow. In addition, an economic recession might reflect in a decline in spending on AI hardware. Nevertheless, the risk that these scenarios might occur is minimal, in our assessment. Overall, it appears that the world has bought into the AI story, hook-line-and-slinker. Wherever, the chips might settle regarding future AI profits, the semiconductor companies’ fortunes appear secure.</p><h2 id=\"id_2379479050\">Bottom Line</h2><p>NVDA and Open AI spearheaded the advent of Generative AI on Main Street. After all, Open AI’s Chat-GPT and GPT-4 LLMs are powered by NVDA’s GPUs.</p><p>Large technology companies, harboring the fear of losing out, are stacking layer upon layer of computing power, by purchasing as many NVDA GPUs they can lay their hands on. NVDA, aware of its enviable position, is flexing its muscles, to dominate the industry as long as it can, by aggressive marketing.</p><p>Undoubtedly, NVDA has strengths, and it can surprise with the staying power of an AMZN, AAPL, or MSFT. However, for now, investors should consider the reality we’ve outlined in our analysis, for they risk placing overly enthusiastic long-term bets on NVDA. Focusing on technology underdogs with solid game plans, as alternative investments, is worth considering.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Make Hay While The Sun Shines</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Make Hay While The Sun Shines\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-17 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4721393-nvidia-make-hay-while-the-sun-shines><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation sells the fastest and most powerful AI processors in the world.Consequently, there is a scramble among large corporations to purchase Nvidia's chips.However, based on several ...</p>\n\n<a href=\"https://seekingalpha.com/article/4721393-nvidia-make-hay-while-the-sun-shines\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4524":"宅经济概念","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4577":"网络游戏","BK4527":"明星科技股","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4579":"人工智能","SG9999001424.SGD":"United E-Commerce Fund SGD","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","NVDA":"英伟达","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4512":"苹果概念","LU0149725797.USD":"汇丰美国股市经济规模基金","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4514":"搜索引擎","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4516":"特朗普概念","BK4528":"SaaS概念","LU0238689110.USD":"贝莱德环球动力股票基金","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0055631609.USD":"贝莱德世界黄金基金A2","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC"},"source_url":"https://seekingalpha.com/article/4721393-nvidia-make-hay-while-the-sun-shines","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2468230138","content_text":"Nvidia Corporation sells the fastest and most powerful AI processors in the world.Consequently, there is a scramble among large corporations to purchase Nvidia's chips.However, based on several factors, the rush for NVDA's product is likely to abate.We believe the scenario will unfold over the back half of the decade.We're initiating on NVDA with a Sell Rating and a $70/share Price Target.Investment ConclusionNvidia Corporationappears invincible. The company is everywhere, from its GPUs powering Generative AI applications associated with Open AI and that of the cloud hyperscalers, to combining with Dell Technologies (DELL) to build an AI factory for Elon Musk’s xAI.And why not. NVDA currently provides the fastest and most powerful GPUs in the world, its AI platform is end-to-end fully sufficient to render any corporation AI ready, with little friction, providing the hardware, software, and networking, required for AI. The competition appears floundering in the face of NVDA’s scorched earth policy towards them.However, it is not a zero-sum game. If one gazes more closely at NVDA, there are chinks in the company’s armor the competition can exploit to get its foot in the door. NVDA’s Achilles Heel is its premium pricing policy, its attitude that stacking compute power is the solution for everything AI, and that hogging CUDA, its proprietary GPU programming software will handicap sales of the competition’s AI accelerators enough to ensure NVDA’s industry dominance into perpetuity.However, the winds of change are blowing in. Advanced Micro Device’s (AMD) AI processors are improving exponentially, and Intel Corporation’s (INTC) new chips, although comparable in computing power to NVDA’s H100 (not B100), are priced at 1/3rd that of NVDA’s GPUs. In addition, a consortium of developers from Intel to Qualcomm (QCOM) to Alphabet (GOOG) (GOOGL), Amazon (AMZN), and Meta Platforms (META), are quietly preparing open-source code that will optimize performance of GPUs of any company, run on any hardware. Further, AMZN, GOOG, and Microsoft (MSFT) are developing custom silicon to power their internal AI workloads, and to support AI inference activity performed by their cloud computing clients. Overall, once the challengers efforts gather momentum, NVDA’s bound to lose pricing power and market share within the AI semiconductor industry.Nevertheless, given the presupposition of AI thought leaders that the demand for AI processing power will likely only be limited by price, with the market having the ability to absorb large quantities of compute power, all major chip companies are likely to prosper for an elongated period into the future. The rising tide will lift all boats, all companies will benefit greatly, including NVDA.We’re initiating on NVDA with a Sell Rating and $70/share Price Target. This is based on our 10 year Discounted Cash Flow (“DCF”) model, adjusted for lower revenues and earnings growth over the out years, as NVDA’s first mover advantage fades in the face of the competition’s strategic onslaught.We’re cognizant that we will possibly encounter pushback from investors on our Price Target and Sell Rating on NVDA. In that regard, it is notable that our valuation surmises significant growth over the coming years, which tapers substantially over the out years. In addition, it is important to note that our model inputs for NVDA are highly aggressive, compared to that we attributed to INTC (which we initiated on two weeks ago). Specifically, we deployed straight lined 10 year: revenue growth/year, operating cash flows as percent of revenues/year, and capital expenditures as percent of revenues/year, of 8%, 30%, and 22% for INTC, versus 30%, 35%, and 5% for NVDA. Cumulatively, although NVDA’s stock price might jump every time the company reports earnings over the coming quarters, with some downside risk, a substantial decline in the price of the company’s shares is imminent. Make hay while the sun shines.Investment ThesisNVDA was founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, in Sunnyvale, California. The firm’s headquarters are located in Santa Clara, California. NVDA has data centers, and research and development and sales and administrative facilities in the U.S., shine, Israel, and Taiwan, among others.The company derives its revenues from two segments: data center and networking, comprised of sales associated with its data centers and networking paraphernalia, and graphics, which includes revenues from NVDA’s gaming GPUs. During FY24, the data center and networking, and graphics categories accounted for 78% and 22% of the firm’s total revenues.There appear to be two primary concerns surrounding the NVDA story. The predominant issue is whether the runaway growth the company is witnessing is sustainable. The secondary element drawing investor attention is related to NVDA’s long-term financial performance. We analyze both concerns below.Runaway Growth Likely To Taper As Industry MaturesNVDA’s competitive advantage is built on the back of several factors. These include the prowess of its GPUs to process trillions of parameters and tokens of data at high speeds, its networking abilities which lash together tens of thousands of its GPUs to provide supercomputing powers, and its CUDA programming platform. Developers have built software libraries using CUDA to simplify AI tasks of all genres.CUDA is proprietary to NVDA and not open sourced. Therefore, GPUs of alternate companies cannot be easily optimized using CUDA. GPU programmers over the years (CUDA was launched in 2006) have developed programs on CUDA that perform numerous AI tasks. Consequently, when an enterprise purchases a NVDA GPU, their programmers don’t have to program the hardware for associated tasks, as the programs already exist. In that regard, NVDA’s GPUs are like Apple Inc’s (AAPL) iPhone and CUDA is similar to iOS, upon which developers have built millions of applications, greatly enhancing the customer appeal of the iPhone.AMD’s GPUs can be optimized using the firm’s ROCm platform (however the number of programs available is relatively small) and INTC’s SYCL platform translates CUDA, so INTC’s AI accelerators can avail of CUDA’s assets. Nevertheless, regarding the training of large language models, or LLMs, AMD’s and INTC’s semiconductors have not gained much market traction. Therefore, the firms along with large corporations, including GOOG, QCOM, MSFT, and Open AI, are collaborating to deliver the industry from CUDA’s dominance. ROCm, PyTorch, and Trinton are platforms under development to achieve the objective.Further, stacking compute power, appears to be NVDA’s strategy to overwhelm customers and the competition. However, AI mimics humans, and humans have a multitude of capabilities, which they utilize to accomplish different tasks. Over time, the realization will dawn across the AI industry that stacking processing power is not the solution for making the most of AI. To limit costs and optimize performance, a combination of CPUs, GPUs, and AI accelerators with varied computing powers, will be required. To illustrate, LLM training necessitates significantly more processing and speed, requiring supercomputers and Petaflops of compute power, to ensure the processing of trillions of parameters and tokens of data, at breakneck speed. However, an AI inference task, that is the output a LLM spits out when prompted following training, requires substantially reduced computing power than during training.In the context of inference workloads, INTC’s Gaudi 2 and Gaudi 3 AI accelerators, with processing power comparable with NVDA’s H100 GPU, and lower power requirements, appear more suitable. Moreover, prices associated with Gaudi 2 and Gaudi 3 systems, are between 1/3rd and 2/3rd that of NVDA’s GPU systems. In that respect, it is noteworthy that AI inference is projected to ultimately account for 80% of AI revenues.Further, with an eye on the future and sensing an opportunity to reduce reliance on expensive NVDA processors, AMZN, MSFT, and GOOG are designing and producing their own: inference chips to fulfil AI computing demands of their customers, and custom silicon to support their own internal workloads. Given that NVDA generated 45% of its 2Q25 total revenues from sales of its GPUs to these cloud hyperscalers, with large Internet companies and multinational corporations accounting for another 50% of total revenues, the development will ultimately shrink the addressable market for NVDA’s products. In addition, once this small group of companies NVDA derives 95% of its revenues from have accumulated sufficient computing power generating hardware, their demand for NVDA’s offerings will decline dramatically.Overall, although processing power requirements for artificial general intelligence (AGI) will pick up some slack in NVDA’s revenues, long-term market dynamics suggest that the company is bound to lose market share and pricing power, over time.Current Financial Performance Appears Unsustainable Over The Long TermNVDA reported solid financial results for FY24. On a year-over-year basis, revenues expanded 126% to $60.9 billion. The outperformance was driven by strong sales associated with the data center and networking category, which advanced 215% to $47 billion, and the graphics segment, which escalated 14% to $13.5 billion. Compared to FY23, operating income expanded by 681% to $33 billion. In addition, over the same period, net income increased by 584% to $30 billion, and earnings per share came in at $11.93 versus $1.74. Gross margins advanced 38% to 54%, and net margins expanded 327% to 49%. Data center and networking operating income escalated 530% to $32 billion. Graphics operating income, which accounted for 18% of total operating income, increased 681% to $5.8 billion.NVDA’s blowout financial performance was fueled by the advent of Chat-GPT, which reflected in a hyper focus on the training of LLMs. NVDA’s GPUs, with the ability to process trillions of parameters and tokens of data at speed, are highly proficient at LLM training. What ensued was a scramble for the product among large corporations and government institutions across the world. The runaway volume and premium pricing associated with NVDA’s GPUs ensured that margins were extremely high, reflecting in significant growth in the company’s earnings and free cash flows for FY24.We expect NVDA to repeat if not better the financial performance it experienced in FY24 over the upcoming few quarters, as enterprises focus on training LLMs on proprietary data, thereby requiring huge amounts of processing power. However, Moore’s Law states that the number of transistors on an integrated circuit will double every couple of years, while the cost of the chip will be halved over the same period. Therefore, the premium pricing that NVDA’s chips command due to the novelty of its technology, is likely to be damaged over time.As described above, comparable semiconductors, a programming language to rival CUDA, GPU pricing wars, declining demand for AI hardware, and a shift in focus towards AI inference from AI training are likely to dampen sales growth of NVDA’s AI processors. This is despite AGI’s substantial compute requirements. Lower sales volume and reduced pricing will reflect on NVDA’s revenue growth rates, over the back end of the decade. Consequently, the firm’s margins, earnings, and free cash flows are likely to suffer over the out years.Incorporating the above described qualitative narrative into our 10-year Discounted Cash Flow model, we arrive at a Price Target of $70/share for NVDA. Our valuation assumes a normalized 10-year revenue growth rate of 30%. In addition, we derive our net income for 10-years using a net profit margin of 42% (vs. the 49% net profit margin experienced in FY24). Based on our analysis of NVDA's historic financial reports, we model normalized 10-year operating cash flows as 35% of revenues/year, and straight lined 10-year capital expenditure as 5% of revenues/year. Furthermore, we deploy a perpetual growth rate of 3% and weighted average cost of capital of 10% to reach our terminal value and present value of free cash flow figures. We utilize the current diluted outstanding share count of 24,848 million to arrive at our Price Target for NVDA.RiskAI Monetization Efforts Disappoint. Based on Sequoia Capital’s estimates, corporations purchased $50 billion worth of NVDA’s AI processors during 2023. In contrast, over the same period, AI processors derived revenues came in at less than $5 billion. Most large corporations are stacking upon processing power, hoping that the investment will pay off in the future.Open AI generated $2 billion in Generative AI revenues in 2023, the cloud hyperscalers are monetizing AI by providing AI tools and services to enterprises seeking to automate tasks related to their businesses. However, use cases for AI are still evolving. The path for AI derived riches appears unclear, except for semiconductor companies. Undoubtedly, the world will be transformed by AI. However, similar to the internet era, visibility into where the bulk of AI related profits will ultimately land is weak.In case AI fatigue unfolds among the client base of the cloud hyperscalers, a pullback in demand for NVDA’s chips might follow. In addition, an economic recession might reflect in a decline in spending on AI hardware. Nevertheless, the risk that these scenarios might occur is minimal, in our assessment. Overall, it appears that the world has bought into the AI story, hook-line-and-slinker. Wherever, the chips might settle regarding future AI profits, the semiconductor companies’ fortunes appear secure.Bottom LineNVDA and Open AI spearheaded the advent of Generative AI on Main Street. After all, Open AI’s Chat-GPT and GPT-4 LLMs are powered by NVDA’s GPUs.Large technology companies, harboring the fear of losing out, are stacking layer upon layer of computing power, by purchasing as many NVDA GPUs they can lay their hands on. NVDA, aware of its enviable position, is flexing its muscles, to dominate the industry as long as it can, by aggressive marketing.Undoubtedly, NVDA has strengths, and it can surprise with the staying power of an AMZN, AAPL, or MSFT. However, for now, investors should consider the reality we’ve outlined in our analysis, for they risk placing overly enthusiastic long-term bets on NVDA. Focusing on technology underdogs with solid game plans, as alternative investments, is worth considering.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348376151892176,"gmtCreate":1726058814324,"gmtModify":1726058818384,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"Palantir for the win!&nbsp;","listText":"Palantir for the win!&nbsp;","text":"Palantir for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348376151892176","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347061957030024,"gmtCreate":1725761251403,"gmtModify":1725761255187,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"PLTR for the win! 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off.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335996577649072","repostId":"2457715803","repostType":2,"repost":{"id":"2457715803","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1723073365,"share":"https://ttm.financial/m/news/2457715803?lang=&edition=fundamental","pubTime":"2024-08-08 07:29","market":"us","language":"en","title":"Intel Shareholders Sue Chipmaker After Job, Dividend Cuts Cause Stock Plunge","url":"https://stock-news.laohu8.com/highlight/detail?id=2457715803","media":"Reuters","summary":"(New throughout, adds Intel comment, accusations in lawsuit, financial details and plans, case citation, byline)   By Jonathan Stempel      Aug 7 (Reuters) -    Intel    was sued on Wednesday by share","content":"<html><head></head><body><p>(Reuters) - Intel was sued on Wednesday by shareholders who said the Silicon Valley chipmaker fraudulently concealed problems that led it to post weak results, slash jobs and suspend its dividend, and caused its market value to sink more than $32 billion in a single day.</p><p>The proposed class action against Intel, Chief Executive Patrick Gelsinger and Chief Financial Officer David Zinsner was filed in San Francisco federal court.</p><p>Shareholders said they were blindsided when Intel revealed on Aug. 1 that its so-called foundry business for making chips on contract for outsiders was in their words &#34;floundering,&#34; costing billions of dollars extra even as revenue declined.</p><p>They said the Santa Clara, California-based company&#39;s materially false or misleading statements regarding the business and its manufacturing capabilities inflated its stock price from Jan. 25 to Aug. 1.</p><p>Intel had no immediate comment.</p><p>The lawsuit came after Intel said last Thursday it would lay off more than 15% of its workforce, or more than 15,000 jobs, and suspend its dividend starting in the fourth quarter as part of a restructuring meant to save $10 billion in 2025.</p><p>Intel also posted a $1.61 billion second-quarter net loss, as revenue fell 1% to $12.83 billion.</p><p>The company has struggled to fend off competition from rival chipmakers and benefit from growth in artificial intelligence.</p><p>Among its rivals are Advanced Micro Devices , Nvidia, Samsung Electronics and Taiwan&#39;s TSMC .</p><p>Intel&#39;s share price tumbled 26% to $21.48 on Aug. 2, the day after it announced quarterly results, the job cuts and the dividend suspension.</p><p>The shares closed Wednesday down 3.6% at $18.99 and have fallen 34.6% since the announcement.</p><p>The case is Construction Laborers Pension Trust of Greater St. Louis v Intel Corp, U.S. District Court, Northern District of California, No. 24-04807.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Shareholders Sue Chipmaker After Job, Dividend Cuts Cause Stock Plunge</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Shareholders Sue Chipmaker After Job, Dividend Cuts Cause Stock Plunge\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-08-08 07:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Intel was sued on Wednesday by shareholders who said the Silicon Valley chipmaker fraudulently concealed problems that led it to post weak results, slash jobs and suspend its dividend, and caused its market value to sink more than $32 billion in a single day.</p><p>The proposed class action against Intel, Chief Executive Patrick Gelsinger and Chief Financial Officer David Zinsner was filed in San Francisco federal court.</p><p>Shareholders said they were blindsided when Intel revealed on Aug. 1 that its so-called foundry business for making chips on contract for outsiders was in their words &#34;floundering,&#34; costing billions of dollars extra even as revenue declined.</p><p>They said the Santa Clara, California-based company&#39;s materially false or misleading statements regarding the business and its manufacturing capabilities inflated its stock price from Jan. 25 to Aug. 1.</p><p>Intel had no immediate comment.</p><p>The lawsuit came after Intel said last Thursday it would lay off more than 15% of its workforce, or more than 15,000 jobs, and suspend its dividend starting in the fourth quarter as part of a restructuring meant to save $10 billion in 2025.</p><p>Intel also posted a $1.61 billion second-quarter net loss, as revenue fell 1% to $12.83 billion.</p><p>The company has struggled to fend off competition from rival chipmakers and benefit from growth in artificial intelligence.</p><p>Among its rivals are Advanced Micro Devices , Nvidia, Samsung Electronics and Taiwan&#39;s TSMC .</p><p>Intel&#39;s share price tumbled 26% to $21.48 on Aug. 2, the day after it announced quarterly results, the job cuts and the dividend suspension.</p><p>The shares closed Wednesday down 3.6% at $18.99 and have fallen 34.6% since the announcement.</p><p>The case is Construction Laborers Pension Trust of Greater St. Louis v Intel Corp, U.S. District Court, Northern District of California, No. 24-04807.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","INTC":"英特尔","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A 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federal court.Shareholders said they were blindsided when Intel revealed on Aug. 1 that its so-called foundry business for making chips on contract for outsiders was in their words \"floundering,\" costing billions of dollars extra even as revenue declined.They said the Santa Clara, California-based company's materially false or misleading statements regarding the business and its manufacturing capabilities inflated its stock price from Jan. 25 to Aug. 1.Intel had no immediate comment.The lawsuit came after Intel said last Thursday it would lay off more than 15% of its workforce, or more than 15,000 jobs, and suspend its dividend starting in the fourth quarter as part of a restructuring meant to save $10 billion in 2025.Intel also posted a $1.61 billion second-quarter net loss, as revenue fell 1% to $12.83 billion.The company has struggled to fend off competition from rival chipmakers and benefit from growth in artificial intelligence.Among its rivals are Advanced Micro Devices , Nvidia, Samsung Electronics and Taiwan's TSMC .Intel's share price tumbled 26% to $21.48 on Aug. 2, the day after it announced quarterly results, the job cuts and the dividend suspension.The shares closed Wednesday down 3.6% at $18.99 and have fallen 34.6% since the announcement.The case is Construction Laborers Pension Trust of Greater St. Louis v Intel Corp, U.S. District Court, Northern District of California, No. 24-04807.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334118636490776,"gmtCreate":1722605229281,"gmtModify":1722605233182,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"fire the CEO now","listText":"fire the CEO now","text":"fire the CEO now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334118636490776","repostId":"2456492774","repostType":4,"repost":{"id":"2456492774","pubTimestamp":1722603600,"share":"https://ttm.financial/m/news/2456492774?lang=&edition=fundamental","pubTime":"2024-08-02 21:00","market":"us","language":"en","title":"Intel: Turn Off The Lights","url":"https://stock-news.laohu8.com/highlight/detail?id=2456492774","media":"Seeking Alpha","summary":"Intel Corporation continues to struggle, missing the AI GPU transition and focusing on the foundry business, leading to disappointing financial results.Their Q3 guidance was very weak, with Nvidia now","content":"<html><head></head><body><ul style=\"\"><li><p>Intel Corporation continues to struggle, missing the AI GPU transition and focusing on the foundry business, leading to disappointing financial results.</p></li><li><p>Their Q3 guidance was very weak, with Nvidia now doubling the sales of Intel.</p></li><li><p>The Intel dividend suspension should be the last straw for shareholders, especially with no turnaround in sight.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eed0b0dab8aaa552ca44853e9c0c0da0\" alt=\"DMP/E+ via Getty Images\" title=\"DMP/E+ via Getty Images\" tg-width=\"750\" tg-height=\"396\"/><span>DMP/E+ via Getty Images</span></p><p>The numbers just keep getting worse for <strong>Intel Corporation</strong> (NASDAQ:INTC). The giant chip company missed the AI GPU transition and is too focused on building a foundry business to catch up, despite aggressively spending on new foundries. My investment thesis remains ultra-bearish on Intel following another bad quarter and the elimination of the once-important dividend.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d07c2d0dbf2af3750089435a61256d8\" alt=\"Source: Finviz\" title=\"Source: Finviz\" tg-width=\"1280\" tg-height=\"440\"/><span>Source: Finviz</span></p><h2 id=\"id_4057127013\">Another Major Disappointment</h2><p>Intel not only reported a Q2 &#39;24 miss on both the bottom and top line, but the company substantially lowered the targets for Q3.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/756c10510b878066c74bdd9d034f99ec\" alt=\"Source: Seeking Alpha\" title=\"Source: Seeking Alpha\" tg-width=\"640\" tg-height=\"233\"/><span>Source: Seeking Alpha</span></p><p>The chip company guided to Q3 revenues of only $12.5 to $13.5 billion, below analyst targets of $14.4 billion. <strong>NVIDIA Corporation</strong> (NVDA) is now set to report quarterly revenues topping $28 billion as the AI chip leader leaves Intel in the dust with double the sales total.</p><p>Intel reported Q2 data center revenues of only $3.0 billion, with a limited operating income of $0.3 billion. AI data center spending is exploding, and Intel isn&#39;t capturing anything material in this area.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b7673ce42d9ccb2ffb968a7e22bb9f8\" alt=\"Source: Intel Q2&#39;24 presentation\" title=\"Source: Intel Q2&#39;24 presentation\" tg-width=\"640\" tg-height=\"358\"/><span>Source: Intel Q2&#39;24 presentation</span></p><p>At the same time, AI PCs could pressure the Client Group, where Intel is still strong. The company is forecasting AI PCs on a path to top 40 million units shipping in 2024, while <strong>QUALCOMM Incorporated</strong> (QCOM) is suddenly a top competitor in this sector, having already launched AI PCs in June.</p><p>Intel still has a $7.4 billion quarterly sales business, which is more at risk now. AI PCs appear to open up more competition where the former chip giant either maintains revenues, or losses out in the future.</p><h3 id=\"id_790448792\">No Turnaround In Sight</h3><p>A turnaround just doesn&#39;t appear in sight under the scenario where Intel is slashing spending. The chip company is now guiding to a small loss in Q3 due to weak gross margins of only 38%.</p><p>Despite booming compute power demand, Intel now has to cut expenses by more than $10 billion. The company is slashing the workforce topping 100K by 15%, which is almost unheard of in a sector with booming demand.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d46ed7f6eadb12d7051fd3b9a94394e3\" alt=\"Source: Q2&#39;24 presentation\" title=\"Source: Q2&#39;24 presentation\" tg-width=\"640\" tg-height=\"350\"/><span>Source: Q2&#39;24 presentation</span></p><p>While cutting employees isn&#39;t ideal, the company isn&#39;t investing enough in capital spending to ever catch up to <strong>Taiwan Semiconductor Manufacturing Company Limited</strong> (TSM). Intel is now guiding gross capital spending in 2024 of $25 to $27 billion, with the amount dipping to only $20 to $23 billion in 2025. Not to mention, Intel is only spending ~$12 billion each year due in part to investment partners which get a cut of future profits.</p><p>As a comparison, TSMC plans to spend at least $30 billion in capital this year. The chip foundry leader is highly unlikely to reduce spending in the future, while struggling to keep up with soaring demand. Intel will be hard-pressed to catch up with TSMC chip manufacturing via spending less than the leader and with most large customers in the U.S. already using TSMC and competing directly with Intel on chip design.</p><p>The last major blow to many long-time investors is that the company will suspend the dividend. One has to worry Intel is being forced to lower capital spending due to liquidity issues. The company was still spending $1 billion per quarter on dividends, even though Intel cut the dividend in early 2023.</p><p>The chip company definitely shouldn&#39;t be paying out $4 billion in annual dividends when heavily spending for the future. Intel has over $29 billion in cash and short-term investments, but the debt balance is now up to $53 billion. The company would have to take on additional debt to pay out the dividends, with guidance for limited to no cash flow generation.</p><p>The negative overhang of cutting the dividend will hurt the stock for a while. Intel had a market cap topping $120 billion heading into earnings, and investors shouldn&#39;t have much confidence in the business improving with the disruptions from so many employees leaving the company.</p><h2 id=\"id_3769692796\">Takeaway</h2><p>The key investor takeaway is that Intel Corporation is far away from a turnaround. The company faces a major disruption from 15% of the workforce being let go while competitors are full speed ahead.</p><p>Investors should&#39;ve dumped in the stock on prior warnings, though now still isn&#39;t too late with profits disappearing and competitors only getting stronger.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel: Turn Off The Lights</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel: Turn Off The Lights\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-02 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4709445-intel-turn-off-the-lights><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel Corporation continues to struggle, missing the AI GPU transition and focusing on the foundry business, leading to disappointing financial results.Their Q3 guidance was very weak, with Nvidia now...</p>\n\n<a href=\"https://seekingalpha.com/article/4709445-intel-turn-off-the-lights\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4527":"明星科技股","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","INTC":"英特尔","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","BK4141":"半导体产品","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4561":"索罗斯持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU1046421795.USD":"富达环球科技A-ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4529":"IDC概念","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4515":"5G概念","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4575":"芯片概念","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","BK4567":"ESG概念","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD"},"source_url":"https://seekingalpha.com/article/4709445-intel-turn-off-the-lights","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2456492774","content_text":"Intel Corporation continues to struggle, missing the AI GPU transition and focusing on the foundry business, leading to disappointing financial results.Their Q3 guidance was very weak, with Nvidia now doubling the sales of Intel.The Intel dividend suspension should be the last straw for shareholders, especially with no turnaround in sight.DMP/E+ via Getty ImagesThe numbers just keep getting worse for Intel Corporation (NASDAQ:INTC). The giant chip company missed the AI GPU transition and is too focused on building a foundry business to catch up, despite aggressively spending on new foundries. My investment thesis remains ultra-bearish on Intel following another bad quarter and the elimination of the once-important dividend.Source: FinvizAnother Major DisappointmentIntel not only reported a Q2 '24 miss on both the bottom and top line, but the company substantially lowered the targets for Q3.Source: Seeking AlphaThe chip company guided to Q3 revenues of only $12.5 to $13.5 billion, below analyst targets of $14.4 billion. NVIDIA Corporation (NVDA) is now set to report quarterly revenues topping $28 billion as the AI chip leader leaves Intel in the dust with double the sales total.Intel reported Q2 data center revenues of only $3.0 billion, with a limited operating income of $0.3 billion. AI data center spending is exploding, and Intel isn't capturing anything material in this area.Source: Intel Q2'24 presentationAt the same time, AI PCs could pressure the Client Group, where Intel is still strong. The company is forecasting AI PCs on a path to top 40 million units shipping in 2024, while QUALCOMM Incorporated (QCOM) is suddenly a top competitor in this sector, having already launched AI PCs in June.Intel still has a $7.4 billion quarterly sales business, which is more at risk now. AI PCs appear to open up more competition where the former chip giant either maintains revenues, or losses out in the future.No Turnaround In SightA turnaround just doesn't appear in sight under the scenario where Intel is slashing spending. The chip company is now guiding to a small loss in Q3 due to weak gross margins of only 38%.Despite booming compute power demand, Intel now has to cut expenses by more than $10 billion. The company is slashing the workforce topping 100K by 15%, which is almost unheard of in a sector with booming demand.Source: Q2'24 presentationWhile cutting employees isn't ideal, the company isn't investing enough in capital spending to ever catch up to Taiwan Semiconductor Manufacturing Company Limited (TSM). Intel is now guiding gross capital spending in 2024 of $25 to $27 billion, with the amount dipping to only $20 to $23 billion in 2025. Not to mention, Intel is only spending ~$12 billion each year due in part to investment partners which get a cut of future profits.As a comparison, TSMC plans to spend at least $30 billion in capital this year. The chip foundry leader is highly unlikely to reduce spending in the future, while struggling to keep up with soaring demand. Intel will be hard-pressed to catch up with TSMC chip manufacturing via spending less than the leader and with most large customers in the U.S. already using TSMC and competing directly with Intel on chip design.The last major blow to many long-time investors is that the company will suspend the dividend. One has to worry Intel is being forced to lower capital spending due to liquidity issues. The company was still spending $1 billion per quarter on dividends, even though Intel cut the dividend in early 2023.The chip company definitely shouldn't be paying out $4 billion in annual dividends when heavily spending for the future. Intel has over $29 billion in cash and short-term investments, but the debt balance is now up to $53 billion. The company would have to take on additional debt to pay out the dividends, with guidance for limited to no cash flow generation.The negative overhang of cutting the dividend will hurt the stock for a while. Intel had a market cap topping $120 billion heading into earnings, and investors shouldn't have much confidence in the business improving with the disruptions from so many employees leaving the company.TakeawayThe key investor takeaway is that Intel Corporation is far away from a turnaround. The company faces a major disruption from 15% of the workforce being let go while competitors are full speed ahead.Investors should've dumped in the stock on prior warnings, though now still isn't too late with profits disappearing and competitors only getting stronger.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333899833708776,"gmtCreate":1722551948557,"gmtModify":1722551951492,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"time to sack the CEO.","listText":"time to sack the CEO.","text":"time to sack the CEO.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333899833708776","repostId":"2456284460","repostType":4,"repost":{"id":"2456284460","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1722551307,"share":"https://ttm.financial/m/news/2456284460?lang=&edition=fundamental","pubTime":"2024-08-02 06:28","market":"us","language":"en","title":"Intel to Cut 15% Jobs, Suspend Dividend in Turnaround Push; Shares Plummet 20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2456284460","media":"Reuters","summary":"\" said Michael Schulman, chief investment officer of Running Point Capital.As part of its cost reduction plan, Intel expects capital expenditures in 2024 to between $25 billion and $27 billion and is targeting gross capital expenditures between $20 billion and $23 billion for 2025.Intel had recorded capital expenditures of $25.8 billion in 2023, compared to $24.8 billion in 2022. It was $18.7 billion in 2021 when Gelsinger took charge.In February last year, the company had set out to provide ann","content":"<html><head></head><body><p>Intel said on Thursday it would cut more than 15 per cent of its workforce and suspend its dividend starting in the fourth quarter as the chipmaker pursues a turnaround centered around its loss-making manufacturing business.</p><p>Shares of the Santa Clara, California-based company slumped 20 per cent in extended trade, setting it up to lose more than $24 billion in stock market value.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b017537a41da85f5331a46cb9f017193\" tg-width=\"809\" tg-height=\"825\"/></p><p>The stock had closed down 7 per cent on Thursday, in tandem with U.S. chip stocks plummeting after a conservative forecast from Arm Holdings on Wednesday.</p><p>A majority of the job cuts will be completed by the end of 2024, Intel said. The company&#39;s headcount was 124,800 at the end of 2023.</p><p>&#34;I need less people at headquarters, more people in the field, supporting customers,&#34; CEO Pat Gelsinger said in an interview.</p><p>The company also set out plans to cut operating expenses and reduce capital expenditure of more than $10 billion in 2025.</p><p>Much of Wall Street&#39;s focus has centered around the heavy investments and huge costs incurred by Intel as it builds-out its manufacturing capacity in a bid to compete against Taiwan&#39;s TSMC.</p><p>Intel&#39;s lagging position in the market for AI chips has also sent its shares down more than 40 per cent so far this year, as investors temper their expectations for the company&#39;s growth in the booming market.</p><p>&#34;A $10 billion cost reduction plan shows that management is willing to take strong and drastic measures to right the ship and fix problems. But we are all asking, &#39;is it enough&#39; and is it a bit of a late reaction considering that CEO Gelsinger has been at the helm for over three years?&#34; said Michael Schulman, chief investment officer of Running Point Capital.</p><p>As part of its cost reduction plan, Intel expects capital expenditures in 2024 to between $25 billion and $27 billion and is targeting gross capital expenditures between $20 billion and $23 billion for 2025.</p><p>Intel had recorded capital expenditures of $25.8 billion in 2023, compared to $24.8 billion in 2022. It was $18.7 billion in 2021 when Gelsinger took charge.</p><p>In February last year, the company had set out to provide annual cost savings between $8 billion and $10 billion by 2025.</p><p>&#34;Our objective is to come back with the dividend, to pay a competitive dividend over time, but right now, focusing on the balance sheet, deleveraging,&#34; said Gelsinger.</p><p>&#34;Deleveraging and capital investments are, we believe, a greater shareholder return right now than paying a dividend.&#34;</p><p>In April, Intel declared a quarterly dividend of 12.5 cents per share.</p><p>Intel also forecast third-quarter revenue below estimates as it grapples with a pullback in spending on traditional data center chips and increased competition in the personal computer market.</p><p>The company expects revenue to be between $12.5 billion and $13.5 billion for the quarter, compared with analysts&#39; average estimate of $14.35 billion, according to LSEG data.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel to Cut 15% Jobs, Suspend Dividend in Turnaround Push; Shares Plummet 20%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel to Cut 15% Jobs, Suspend Dividend in Turnaround Push; Shares Plummet 20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-08-02 06:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Intel said on Thursday it would cut more than 15 per cent of its workforce and suspend its dividend starting in the fourth quarter as the chipmaker pursues a turnaround centered around its loss-making manufacturing business.</p><p>Shares of the Santa Clara, California-based company slumped 20 per cent in extended trade, setting it up to lose more than $24 billion in stock market value.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b017537a41da85f5331a46cb9f017193\" tg-width=\"809\" tg-height=\"825\"/></p><p>The stock had closed down 7 per cent on Thursday, in tandem with U.S. chip stocks plummeting after a conservative forecast from Arm Holdings on Wednesday.</p><p>A majority of the job cuts will be completed by the end of 2024, Intel said. The company&#39;s headcount was 124,800 at the end of 2023.</p><p>&#34;I need less people at headquarters, more people in the field, supporting customers,&#34; CEO Pat Gelsinger said in an interview.</p><p>The company also set out plans to cut operating expenses and reduce capital expenditure of more than $10 billion in 2025.</p><p>Much of Wall Street&#39;s focus has centered around the heavy investments and huge costs incurred by Intel as it builds-out its manufacturing capacity in a bid to compete against Taiwan&#39;s TSMC.</p><p>Intel&#39;s lagging position in the market for AI chips has also sent its shares down more than 40 per cent so far this year, as investors temper their expectations for the company&#39;s growth in the booming market.</p><p>&#34;A $10 billion cost reduction plan shows that management is willing to take strong and drastic measures to right the ship and fix problems. But we are all asking, &#39;is it enough&#39; and is it a bit of a late reaction considering that CEO Gelsinger has been at the helm for over three years?&#34; said Michael Schulman, chief investment officer of Running Point Capital.</p><p>As part of its cost reduction plan, Intel expects capital expenditures in 2024 to between $25 billion and $27 billion and is targeting gross capital expenditures between $20 billion and $23 billion for 2025.</p><p>Intel had recorded capital expenditures of $25.8 billion in 2023, compared to $24.8 billion in 2022. It was $18.7 billion in 2021 when Gelsinger took charge.</p><p>In February last year, the company had set out to provide annual cost savings between $8 billion and $10 billion by 2025.</p><p>&#34;Our objective is to come back with the dividend, to pay a competitive dividend over time, but right now, focusing on the balance sheet, deleveraging,&#34; said Gelsinger.</p><p>&#34;Deleveraging and capital investments are, we believe, a greater shareholder return right now than paying a dividend.&#34;</p><p>In April, Intel declared a quarterly dividend of 12.5 cents per share.</p><p>Intel also forecast third-quarter revenue below estimates as it grapples with a pullback in spending on traditional data center chips and increased competition in the personal computer market.</p><p>The company expects revenue to be between $12.5 billion and $13.5 billion for the quarter, compared with analysts&#39; average estimate of $14.35 billion, according to LSEG data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4529":"IDC概念","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4579":"人工智能","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4512":"苹果概念","BK4141":"半导体产品","BK4550":"红杉资本持仓","BK4588":"碎股","BK4554":"元宇宙及AR概念","INTC":"英特尔","BK4575":"芯片概念","BK4515":"5G概念","BK4535":"淡马锡持仓"},"source_url":"https://www.channelnewsasia.com/business/intel-cut-15-jobs-suspend-dividend-turnaround-push-shares-plummet-4521236","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2456284460","content_text":"Intel said on Thursday it would cut more than 15 per cent of its workforce and suspend its dividend starting in the fourth quarter as the chipmaker pursues a turnaround centered around its loss-making manufacturing business.Shares of the Santa Clara, California-based company slumped 20 per cent in extended trade, setting it up to lose more than $24 billion in stock market value.The stock had closed down 7 per cent on Thursday, in tandem with U.S. chip stocks plummeting after a conservative forecast from Arm Holdings on Wednesday.A majority of the job cuts will be completed by the end of 2024, Intel said. The company's headcount was 124,800 at the end of 2023.\"I need less people at headquarters, more people in the field, supporting customers,\" CEO Pat Gelsinger said in an interview.The company also set out plans to cut operating expenses and reduce capital expenditure of more than $10 billion in 2025.Much of Wall Street's focus has centered around the heavy investments and huge costs incurred by Intel as it builds-out its manufacturing capacity in a bid to compete against Taiwan's TSMC.Intel's lagging position in the market for AI chips has also sent its shares down more than 40 per cent so far this year, as investors temper their expectations for the company's growth in the booming market.\"A $10 billion cost reduction plan shows that management is willing to take strong and drastic measures to right the ship and fix problems. But we are all asking, 'is it enough' and is it a bit of a late reaction considering that CEO Gelsinger has been at the helm for over three years?\" said Michael Schulman, chief investment officer of Running Point Capital.As part of its cost reduction plan, Intel expects capital expenditures in 2024 to between $25 billion and $27 billion and is targeting gross capital expenditures between $20 billion and $23 billion for 2025.Intel had recorded capital expenditures of $25.8 billion in 2023, compared to $24.8 billion in 2022. It was $18.7 billion in 2021 when Gelsinger took charge.In February last year, the company had set out to provide annual cost savings between $8 billion and $10 billion by 2025.\"Our objective is to come back with the dividend, to pay a competitive dividend over time, but right now, focusing on the balance sheet, deleveraging,\" said Gelsinger.\"Deleveraging and capital investments are, we believe, a greater shareholder return right now than paying a dividend.\"In April, Intel declared a quarterly dividend of 12.5 cents per share.Intel also forecast third-quarter revenue below estimates as it grapples with a pullback in spending on traditional data center chips and increased competition in the personal computer market.The company expects revenue to be between $12.5 billion and $13.5 billion for the quarter, compared with analysts' average estimate of $14.35 billion, according to LSEG data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331906403242040,"gmtCreate":1722039908271,"gmtModify":1722039912265,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"#3 of 3. 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[Facepalm]","listText":"more reds than greens! [Facepalm]","text":"more reds than greens! [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324088139735224","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323707724378160,"gmtCreate":1720055546289,"gmtModify":1720055550473,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"wow! 1331 days! 👍🏼&nbsp; number to buy 4D! [Miser]","listText":"wow! 1331 days! 👍🏼&nbsp; number to buy 4D! [Miser]","text":"wow! 1331 days! 👍🏼 number to buy 4D! [Miser]","images":[{"img":"https://community-static.tradeup.com/news/a8e3aff8c91fdc6e4c61371d42fbfce7"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323707724378160","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":319243307442248,"gmtCreate":1718953659594,"gmtModify":1718953662949,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"hooray!","listText":"hooray!","text":"hooray!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319243307442248","repostId":"2443167979","repostType":2,"repost":{"id":"2443167979","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1718376463,"share":"https://ttm.financial/m/news/2443167979?lang=&edition=fundamental","pubTime":"2024-06-14 22:47","market":"fut","language":"en","title":"Biolidics Announces Resignation Of Song Tang Yih As Executive Director And CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=2443167979","media":"Reuters","summary":"Biolidics Ltd :Resignation Of Song Tang Yih As Executive Director And Ceo.Further Company Coverage: Biol.Si. 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((Reuters.Briefs@Thomsonreuters.Com;)).</biol.si></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biolidics Announces Resignation Of Song Tang Yih As Executive Director And CEO</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBiolidics Announces Resignation Of Song Tang Yih As Executive Director And CEO\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-06-14 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Biolidics Ltd <biol.si>:Resignation Of Song Tang Yih As Executive Director And Ceo.Further Company Coverage: Biol.Si. ((Reuters.Briefs@Thomsonreuters.Com;)).</biol.si></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK6012":"医疗保健设备","8YY.SI":"明测生物科技有限公司","BK6511":"医疗保健服务概念"},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443167979","content_text":"Biolidics Ltd :Resignation Of Song Tang Yih As Executive Director And Ceo.Further Company Coverage: Biol.Si. ((Reuters.Briefs@Thomsonreuters.Com;)).","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319242979065976,"gmtCreate":1718953614246,"gmtModify":1718953618243,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"hahaha","listText":"hahaha","text":"hahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319242979065976","repostId":"2444846041","repostType":2,"repost":{"id":"2444846041","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires","id":"1060499803","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1718594662,"share":"https://ttm.financial/m/news/2444846041?lang=&edition=fundamental","pubTime":"2024-06-17 11:24","market":"sg","language":"en","title":"Biolidicsâ CEO Steps Down; Shares Surge 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2444846041","media":"MT Newswires","summary":"Biolidics (SGX:8YY) chief executive officer and director, Song Tang Yih will step down from his position, effective, June 30, to pursue other career opportunities, according to a filing with the Singapore Exchange on Friday. Shares of the company were up 10% in recent trading.","content":"<html><body><p> Biolidics (SGX:8YY) chief executive officer and director, Song Tang Yih will step down from his position, effective, June 30, to pursue other career opportunities, according to a filing with the Singapore Exchange on Friday. </p><p>Shares of the company were up 10% in recent trading. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biolidicsâ CEO Steps Down; Shares Surge 10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBiolidicsâ CEO Steps Down; Shares Surge 10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1060499803\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires </p>\n<p class=\"h-time\">2024-06-17 11:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Biolidics (SGX:8YY) chief executive officer and director, Song Tang Yih will step down from his position, effective, June 30, to pursue other career opportunities, according to a filing with the Singapore Exchange on Friday. </p><p>Shares of the company were up 10% in recent trading. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"8YY.SI":"明测生物科技有限公司"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444846041","content_text":"Biolidics (SGX:8YY) chief executive officer and director, Song Tang Yih will step down from his position, effective, June 30, to pursue other career opportunities, according to a filing with the Singapore Exchange on Friday. Shares of the company were up 10% in recent trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318961667645656,"gmtCreate":1718882564687,"gmtModify":1718888813317,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"Roses are red my love... my stocks (are) not blue ooh ooh...","listText":"Roses are red my love... my stocks (are) not blue ooh ooh...","text":"Roses are red my love... my stocks (are) not blue ooh ooh...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318961667645656","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318199207329928,"gmtCreate":1718712917572,"gmtModify":1718712925324,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"why are your redemption items so lousy? can you gather feedback from customers what we want?","listText":"why are your redemption items so lousy? can you gather feedback from customers what we want?","text":"why are your redemption items so lousy? can you gather feedback from customers what we want?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318199207329928","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316686128431440,"gmtCreate":1718343679728,"gmtModify":1718343683630,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"Seamless &amp; hassle-free trading across all markets 24-7.","listText":"Seamless &amp; hassle-free trading across all markets 24-7.","text":"Seamless & hassle-free trading across all markets 24-7.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316686128431440","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":287092978024448,"gmtCreate":1711113646869,"gmtModify":1711113650317,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"I like to buy &amp; collect watches [Facepalm]","listText":"I like to buy &amp; collect watches [Facepalm]","text":"I like to buy & collect watches [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/287092978024448","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109941540501062","authorId":"4109941540501062","authorIdStr":"4109941540501062","name":"买香蕉也用券","avatar":"https://community-static.tradeup.com/news/bd3a71caa40eb6e0d2468ff0ffa1a967","crmLevel":4,"crmLevelSwitch":1,"idStr":"4109941540501062"},"content":"Even though it still still have goodvalue, i feel it is like buying new cars, burn money :(","text":"Even though it still still have goodvalue, i feel it is like buying new cars, burn money :(","html":"Even though it still still have goodvalue, i feel it is like buying new cars, burn money :("}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273394069168408,"gmtCreate":1707784394423,"gmtModify":1707784397741,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FSR\">$Fisker Inc.(FSR)$ </a> 😢 no👁 💩!","listText":"<a href=\"https://ttm.financial/S/FSR\">$Fisker Inc.(FSR)$ </a> 😢 no👁 💩!","text":"$Fisker Inc.(FSR)$ 😢 no👁 💩!","images":[{"img":"https://community-static.tradeup.com/news/dc2b72a5f9478344b86f3f6434314563","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/273394069168408","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087437757420620","authorId":"4087437757420620","authorIdStr":"4087437757420620","name":"IMRainmaker","avatar":"https://static.tigerbbs.com/18fb455bb4d6638a7868eb281bc37d7c","crmLevel":2,"crmLevelSwitch":1,"idStr":"4087437757420620"},"content":"Back to $2 soon","text":"Back to $2 soon","html":"Back to $2 soon"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9037439994,"gmtCreate":1648164344801,"gmtModify":1676534310870,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌On Wednesday, the company announced that the first batch of NIO ET7 production vehicles was officially rolled off the production line at Hefei. “The car that everyone has been waiting for for a long time is coming soon” — NIO said. On March 18, our site revealed the photos of the first ET7 rolling off production being expected to have a 6 months delivery time, according to our local source. NIO started ET7 test drives on March 5th and will deliver the first units on March 28th.","listText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌On Wednesday, the company announced that the first batch of NIO ET7 production vehicles was officially rolled off the production line at Hefei. “The car that everyone has been waiting for for a long time is coming soon” — NIO said. On March 18, our site revealed the photos of the first ET7 rolling off production being expected to have a 6 months delivery time, according to our local source. NIO started ET7 test drives on March 5th and will deliver the first units on March 28th.","text":"‌$NIO Inc.(NIO)$‌On Wednesday, the company announced that the first batch of NIO ET7 production vehicles was officially rolled off the production line at Hefei. “The car that everyone has been waiting for for a long time is coming soon” — NIO said. On March 18, our site revealed the photos of the first ET7 rolling off production being expected to have a 6 months delivery time, according to our local source. NIO started ET7 test drives on March 5th and will deliver the first units on March 28th.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037439994","isVote":1,"tweetType":1,"viewCount":1534,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000462","authorId":"9000000000000462","authorIdStr":"9000000000000462","name":"MyrnaNorth","avatar":"https://static.tigerbbs.com/93d5c39d60e3b5c35cd699bf7d148556","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000462"},"content":"NIO has virtually no competition in the Premium Luxury EV space. That's in the largest EV market on planet earth","text":"NIO has virtually no competition in the Premium Luxury EV space. That's in the largest EV market on planet earth","html":"NIO has virtually no competition in the Premium Luxury EV space. That's in the largest EV market on planet earth"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911074373,"gmtCreate":1664101566093,"gmtModify":1676537390797,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>‌https://cnevpost.com/2022/09/25/he-xiaopeng-boosts-holdings-in-xpeng/ BREAKING: XPeng CEO boosts holdings as EV maker's stock falls over 70% this year The board of directors (the “Board”) of the Company was informed by Simplicity Holding Limited (“Simplicity Holding”), a controlling shareholder of the Company, that on 23 September 2022, Simplicity Holding had purchased in the open market a total of 2,200,000 ADSs of the Company (the “ADSs”) at an average price of US$13.58 per ADS (the “Acquisition”).","listText":"‌<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>‌https://cnevpost.com/2022/09/25/he-xiaopeng-boosts-holdings-in-xpeng/ BREAKING: XPeng CEO boosts holdings as EV maker's stock falls over 70% this year The board of directors (the “Board”) of the Company was informed by Simplicity Holding Limited (“Simplicity Holding”), a controlling shareholder of the Company, that on 23 September 2022, Simplicity Holding had purchased in the open market a total of 2,200,000 ADSs of the Company (the “ADSs”) at an average price of US$13.58 per ADS (the “Acquisition”).","text":"‌$XPeng Inc.(XPEV)$‌https://cnevpost.com/2022/09/25/he-xiaopeng-boosts-holdings-in-xpeng/ BREAKING: XPeng CEO boosts holdings as EV maker's stock falls over 70% this year The board of directors (the “Board”) of the Company was informed by Simplicity Holding Limited (“Simplicity Holding”), a controlling shareholder of the Company, that on 23 September 2022, Simplicity Holding had purchased in the open market a total of 2,200,000 ADSs of the Company (the “ADSs”) at an average price of US$13.58 per ADS (the “Acquisition”).","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":14,"repostSize":0,"link":"https://ttm.financial/post/9911074373","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934103195,"gmtCreate":1663201500618,"gmtModify":1676537225185,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌https://www.tipranks.com/news/article/tesla-tsla-general-motors-gm-or-nio-nio-which-ev-stock-earns-the-streets-strong-buy-consensus?fbclid=IwAR0tL9bkv9rWacMd1HOgDRVWWSYEJSp7dEnVzKV0KquEv28dT1O8jcPpmgsTesla (TSLA), General Motors (GM), or Nio (NIO): Which EV Stock Earns the Street’s “Strong Buy” Consensus?&nbsp;","listText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌https://www.tipranks.com/news/article/tesla-tsla-general-motors-gm-or-nio-nio-which-ev-stock-earns-the-streets-strong-buy-consensus?fbclid=IwAR0tL9bkv9rWacMd1HOgDRVWWSYEJSp7dEnVzKV0KquEv28dT1O8jcPpmgsTesla (TSLA), General Motors (GM), or Nio (NIO): Which EV Stock Earns the Street’s “Strong Buy” Consensus?&nbsp;","text":"‌$NIO Inc.(NIO)$‌https://www.tipranks.com/news/article/tesla-tsla-general-motors-gm-or-nio-nio-which-ev-stock-earns-the-streets-strong-buy-consensus?fbclid=IwAR0tL9bkv9rWacMd1HOgDRVWWSYEJSp7dEnVzKV0KquEv28dT1O8jcPpmgsTesla (TSLA), General Motors (GM), or Nio (NIO): Which EV Stock Earns the Street’s “Strong Buy” Consensus?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/9934103195","isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582336414789652","authorId":"3582336414789652","authorIdStr":"3582336414789652","name":"Svengers19","avatar":"https://static.tigerbbs.com/6fdf90ae5f065baeb154898ca8d848d2","crmLevel":4,"crmLevelSwitch":0,"idStr":"3582336414789652"},"content":"Thanks for sharing","text":"Thanks for sharing","html":"Thanks for sharing"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":337451845472272,"gmtCreate":1723421790984,"gmtModify":1723421794760,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> huat ah!","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> huat ah!","text":"$Singtel(Z74.SI)$ huat ah!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/337451845472272","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288984928747520,"gmtCreate":1711577419192,"gmtModify":1711577422811,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$ </a> to be the mother of all meme stocks since it originated most if not all of the meme stocks! 🤣","listText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$ </a> to be the mother of all meme stocks since it originated most if not all of the meme stocks! 🤣","text":"$Reddit(RDDT)$ to be the mother of all meme stocks since it originated most if not all of the meme stocks! 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/288984928747520","isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252985914269752,"gmtCreate":1702774836808,"gmtModify":1702774839673,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> has been in the same situation before and it has &amp; will always recover. in Elon we trust!","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> has been in the same situation before and it has &amp; will always recover. in Elon we trust!","text":"$Tesla Motors(TSLA)$ has been in the same situation before and it has & will always recover. in Elon we trust!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/252985914269752","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018739072,"gmtCreate":1649086136170,"gmtModify":1676534448265,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"smart move to exit India. India's loss!","listText":"smart move to exit India. India's loss!","text":"smart move to exit India. India's loss!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018739072","repostId":"2224816375","repostType":4,"repost":{"id":"2224816375","pubTimestamp":1649084638,"share":"https://ttm.financial/m/news/2224816375?lang=&edition=fundamental","pubTime":"2022-04-04 23:03","market":"us","language":"en","title":"Don't Let This 1 Decision Sour You on Sea Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=2224816375","media":"Motley Fool","summary":"Robust execution and a large market opportunity position Sea for long-term success.","content":"<html><head></head><body><p>The past six months have been a turbulent ride for investors in <b>Sea Limited</b>, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.</p><p>These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F672698%2Fwoman-shipping-products-ecommerce-sea.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Is international expansion hitting a roadblock?</h2><p>Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.</p><p>Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors&#39; eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.</p><p>Why would Sea exit potentially <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.</p><h2>Digging deeper may offer some clues</h2><p>The seeds of Sea&#39;s exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included <i>Free Fire</i>, Garena&#39;s wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was <i>Free Fire</i> banned, when Sea is a Singaporean company, not a Chinese one.</p><p>One likely reason is that <b>Tencent Holdings</b>, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted <i>Free Fire Max</i>, the premium version of <i>Free Fire</i>, to continue operations in India.</p><p>So how does the above event lead to Sea&#39;s India exit for Shopee? <i>Free Fire</i> is at the center of Sea&#39;s playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users&#39; online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed <i>Free Fire</i> to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.</p><p><i>Free Fire Max</i> doesn&#39;t have the same reach as it requires mobile phones with higher-end configurations. Not having <i>Free Fire</i> to lay the foundation in India threw a wrench in Sea&#39;s proven formula for expansion.</p><p>Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn&#39;t mean it won&#39;t do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea&#39;s move to shutter its e-commerce operation in India looks like a smart and proactive business decision.</p><h2>Robust execution and long runway bode well</h2><p>Sea&#39;s founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy <i>Free Fire</i> in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. <i>Free Fire</i> has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea&#39;s total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.</p><p>The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea&#39;s investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.</p><p>The global opportunity for Sea remains large. Southeast Asia, Sea&#39;s core market, is one of the world&#39;s fastest-growing regions with a population rising over 50% faster than the United States&#39; and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.</p><p>The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.</p><p>Despite shutting down its e-commerce operation in India, Sea is projecting Shopee&#39;s revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea&#39;s global scale and its ability to overcome hurdles in its growth trajectory.</p><h2>Now may be a good time to board the ship</h2><p>Management is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and <i>Free Fire</i>&#39;s ban in India. But Li remains aspirational and focused on the long-term prospects of the company.</p><p>Responding to the over 65% drop in the company&#39;s share price, Li assured employees in an email: &#34;Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly <i>maximise our long-term potential</i>.&#34; Lee went on to say: &#34;The scale of our ambition remains unchanged: to make a long-lasting mark in history.&#34;</p><p>Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea&#39;s strategy of <i>failing fast</i> leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.</p><p><img src=\"https://static.tigerbbs.com/6a51ad9bb122e14425e4fa9b19c3f402\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><p>As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Let This 1 Decision Sour You on Sea Limited</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't Let This 1 Decision Sour You on Sea Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224816375","content_text":"The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.Image source: Getty Images.Is international expansion hitting a roadblock?Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors' eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.Why would Sea exit potentially one of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.Digging deeper may offer some cluesThe seeds of Sea's exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included Free Fire, Garena's wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was Free Fire banned, when Sea is a Singaporean company, not a Chinese one.One likely reason is that Tencent Holdings, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted Free Fire Max, the premium version of Free Fire, to continue operations in India.So how does the above event lead to Sea's India exit for Shopee? Free Fire is at the center of Sea's playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users' online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed Free Fire to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.Free Fire Max doesn't have the same reach as it requires mobile phones with higher-end configurations. Not having Free Fire to lay the foundation in India threw a wrench in Sea's proven formula for expansion.Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn't mean it won't do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea's move to shutter its e-commerce operation in India looks like a smart and proactive business decision.Robust execution and long runway bode wellSea's founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy Free Fire in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. Free Fire has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea's total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea's investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.The global opportunity for Sea remains large. Southeast Asia, Sea's core market, is one of the world's fastest-growing regions with a population rising over 50% faster than the United States' and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.Despite shutting down its e-commerce operation in India, Sea is projecting Shopee's revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea's global scale and its ability to overcome hurdles in its growth trajectory.Now may be a good time to board the shipManagement is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and Free Fire's ban in India. But Li remains aspirational and focused on the long-term prospects of the company.Responding to the over 65% drop in the company's share price, Li assured employees in an email: \"Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly maximise our long-term potential.\" Lee went on to say: \"The scale of our ambition remains unchanged: to make a long-lasting mark in history.\"Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea's strategy of failing fast leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.Data by YCharts.As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124064838,"gmtCreate":1624708930024,"gmtModify":1703843965191,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"✌","listText":"✌","text":"✌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/124064838","repostId":"1164137597","repostType":4,"repost":{"id":"1164137597","pubTimestamp":1624671774,"share":"https://ttm.financial/m/news/1164137597?lang=&edition=fundamental","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Can BABA Get Back To $300? Yes, It Can</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273398193492192,"gmtCreate":1707785399532,"gmtModify":1707786213566,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; https://www.indiatoday.in/business/story/disney-reliance-media-merger-final-negotiations-february-17-2500738-2024-02-12","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; https://www.indiatoday.in/business/story/disney-reliance-media-merger-final-negotiations-february-17-2500738-2024-02-12","text":"$Walt Disney(DIS)$ https://www.indiatoday.in/business/story/disney-reliance-media-merger-final-negotiations-february-17-2500738-2024-02-12","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/273398193492192","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002060565,"gmtCreate":1641863620668,"gmtModify":1676533656406,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>🚀🌚","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>🚀🌚","text":"$Tesla Motors(TSLA)$🚀🌚","images":[{"img":"https://static.itradeup.com/news/5ee94e6452d4504c4fd46b7c5512b174","width":"1080","height":"3218"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002060565","isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":274314141106456,"gmtCreate":1708009021361,"gmtModify":1708009025683,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"I still prefer Google over Bing.","listText":"I still prefer Google over Bing.","text":"I still prefer Google over Bing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274314141106456","repostId":"1194802932","repostType":4,"repost":{"id":"1194802932","pubTimestamp":1708008175,"share":"https://ttm.financial/m/news/1194802932?lang=&edition=fundamental","pubTime":"2024-02-15 22:42","market":"us","language":"en","title":"Alphabet Slips Over 3% As OpenAI Said to Be Working on Search Product: Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1194802932","media":"Seeking Alpha","summary":"Alphabet   shares slipped over 1.5% in premarket trading on Thursday as OpenAI is reportedly working on a web search product that could place it further in competition with the Sundar Pichai-led tech giant.The search service may be partly powered by Microsoft's  Bing, The Information reported, citing a person with knowledge of OpenAI's plans.Microsoft invested multiple billions of dollars into the Sam Altman-led company last year and has been integrating its technology into a number of its produ","content":"<html><head></head><body><p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) shares slipped over 3% in morning trading on Thursday as OpenAI is reportedly working on a web search product that could place it further in competition with the Sundar Pichai-led tech giant.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbcffd245520ed0b1fad9e6570662394\" tg-width=\"401\" tg-height=\"141\"/></p><p style=\"text-align: left;\">The search service may be partly powered by Microsoft&#39;s (NASDAQ:MSFT) Bing, The Information reported, citing a person with knowledge of OpenAI&#39;s plans.</p><p style=\"text-align: left;\">Microsoft invested multiple billions of dollars into the Sam Altman-led company last year and has been integrating its technology into a number of its products and services, including its Bing search engine.</p><p style=\"text-align: left;\">Microsoft, OpenAI and Google did not immediately respond to a request for comment from Seeking Alpha.</p><p style=\"text-align: left;\">At this point, it is not clear if the search product would be separate from OpenAI&#39;s ChatGPT, which took the world by storm in late 2022 and helped usher in the current generative artificial intelligence craze in the tech industry.</p><p style=\"text-align: left;\">Google generated roughly $150B in revenue from search ads and has maintained a roughly 90% share of the search market, though ChatGPT has started to eat into some of that, according to a November analysis by Bank of America.</p><p style=\"text-align: left;\">Microsoft Chief Financial Officer Amy Hood said last year that every percentage point of share Bing won was worth roughly $2B in advertising revenue.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Slips Over 3% As OpenAI Said to Be Working on Search Product: Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Slips Over 3% As OpenAI Said to Be Working on Search Product: Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-15 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4067581-google-slips-openai-working-on-search-product-report><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) shares slipped over 3% in morning trading on Thursday as OpenAI is reportedly working on a web search product that could place it further in competition with the ...</p>\n\n<a href=\"https://seekingalpha.com/news/4067581-google-slips-openai-working-on-search-product-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/news/4067581-google-slips-openai-working-on-search-product-report","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1194802932","content_text":"Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) shares slipped over 3% in morning trading on Thursday as OpenAI is reportedly working on a web search product that could place it further in competition with the Sundar Pichai-led tech giant.The search service may be partly powered by Microsoft's (NASDAQ:MSFT) Bing, The Information reported, citing a person with knowledge of OpenAI's plans.Microsoft invested multiple billions of dollars into the Sam Altman-led company last year and has been integrating its technology into a number of its products and services, including its Bing search engine.Microsoft, OpenAI and Google did not immediately respond to a request for comment from Seeking Alpha.At this point, it is not clear if the search product would be separate from OpenAI's ChatGPT, which took the world by storm in late 2022 and helped usher in the current generative artificial intelligence craze in the tech industry.Google generated roughly $150B in revenue from search ads and has maintained a roughly 90% share of the search market, though ChatGPT has started to eat into some of that, according to a November analysis by Bank of America.Microsoft Chief Financial Officer Amy Hood said last year that every percentage point of share Bing won was worth roughly $2B in advertising revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197614267,"gmtCreate":1621463457559,"gmtModify":1704357859028,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"wow&nbsp;","listText":"wow&nbsp;","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/197614267","repostId":"2136866946","repostType":2,"repost":{"id":"2136866946","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1621481700,"share":"https://ttm.financial/m/news/2136866946?lang=&edition=fundamental","pubTime":"2021-05-20 11:35","market":"us","language":"en","title":"Why is crypto crashing? Will bitcoin prices ever recover? Here's what traders and investors say","url":"https://stock-news.laohu8.com/highlight/detail?id=2136866946","media":"Dow Jones","summary":"Bitcoin sold off sharply Wednesday. The slump represented an acceleration of a downtrend in the worl","content":"<p>Bitcoin sold off sharply Wednesday. The slump represented an acceleration of a downtrend in the world's No. 1 crypto that had begun over the past 10 days or so, investors and industry specialists told MarketWatch.</p><p>At last check, bitcoin prices  were changing hands at $38,732,56 on CoinDesk, which is actually a remarkable feat since it touched a session low of $30,201.96 before bouncing back.</p><p>Prices of Ether  on the ethereum blockchain were off 22% at $2,608.84 after touching an intraday nadir at 1,902.08, and dogecoin  was off 25%, changing hands at 35.8 cents.</p><p>When bitcoin sneezes the rest of the crypto complex catches a cold because the dominant digital asset has increasingly become a gauge of sentiment not just in nonconventional markets but as a measure of risk appetite more broadly.</p><p>Crypto markets have shaved more than $850 billion from their combined market value, according to CoinMarketCap.com .</p><p>The stock market also saw substantial selling on the day, which abated somewhat by the closing bell. The Dow Jones Industrial Average , the S&amp;P 500 index  and the Nasdaq Composite Index  suffered a third straight day of losses.</p><p><b>Why is bitcoin crashing?</b></p><p>Don't call it a crash. Bitcoin is falling, but its an asset known for volatile periods.</p><p>Its current slump isn't pegged to <a href=\"https://laohu8.com/S/AONE\">one</a> single event or piece of news but was instead being blamed on fear, uncertainty and doubt, or FUD, in the parlance of crypto traders. Fear, at least partly, centered on China's digital-asset policy. The People's Republic was reportedly cracking down in the use of digital assets. For veteran crypto investors, such reports aren't new.</p><p>Meanwhile, bearish tweets from crypto enthusiast Elon Musk were also credited with tanking the crypto complex. Musk said earlier this month that he would no longer allow bitcoin to be used for payment at electric-vehicle maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> until the crypto becomes more environmentally friendly.</p><p>Musk had been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the key reasons that crypto broadly had been on an uptrend, with his tweets on meme coin dogecoin and bitcoin supporting an uptrend in those assets.</p><p>Separately, analysts at JPMorgan Chase &amp; Co. <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, including Nikolaos Panigirtzoglou, make the case that investors in bitcoin were shifting to gold futures , which coincidentally has been seeing steady climbs in recent trade.</p><p>\"Institutional investors appear to be shifting away from bitcoin and back into traditional gold,\" they wrote.</p><p>Market participants told MarketWatch that Wednesday's losses also were being amplified by the use of leverage which was forcing margin calls at some crypto trading platforms.</p><p>Complicating matters, some crypto trading platforms, including Coinbase Global <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a>, experienced outages that appeared to help put further pressure on prices.</p><p>A spokeswoman for Coinbase said that the company's trading problems have since been resolved.</p><p><b>Will bitcoin prices recover?</b></p><p>Bitcoin and crypto are inherently volatile.</p><p>That said, bullish investors are advocating that long-term investors stay the course  or review their original investment thesis before dumping crypto holdings.</p><p>Over the course of the past 11 years, bitcoin has seen more than 750 instances where prices saw a daily change of 5% or greater, more than 230 instances in which it swung by at least 10% and nearly 50 times that it has moved by at least 20%, according to Dow Jones Market Data.</p><p><img src=\"https://static.tigerbbs.com/3a9b524aebc2782da130debec2184082\" tg-width=\"936\" tg-height=\"204\"></p><p>\"Correction in the cryptocurrency market is a common phenomenon. It doesn't mean, however, that a bear market is under way,\" wrote Konstantin Boyko-Romanovsky, CEO and founder of Allnodes, in emailed comments.</p><p>To be sure, past performance is no guarantee of future results but that is what bullish investors tend to hang their hats on when they advocate for long-term ownership of bitcoin and its ilk.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why is crypto crashing? Will bitcoin prices ever recover? Here's what traders and investors say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy is crypto crashing? Will bitcoin prices ever recover? Here's what traders and investors say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-05-20 11:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Bitcoin sold off sharply Wednesday. The slump represented an acceleration of a downtrend in the world's No. 1 crypto that had begun over the past 10 days or so, investors and industry specialists told MarketWatch.</p><p>At last check, bitcoin prices  were changing hands at $38,732,56 on CoinDesk, which is actually a remarkable feat since it touched a session low of $30,201.96 before bouncing back.</p><p>Prices of Ether  on the ethereum blockchain were off 22% at $2,608.84 after touching an intraday nadir at 1,902.08, and dogecoin  was off 25%, changing hands at 35.8 cents.</p><p>When bitcoin sneezes the rest of the crypto complex catches a cold because the dominant digital asset has increasingly become a gauge of sentiment not just in nonconventional markets but as a measure of risk appetite more broadly.</p><p>Crypto markets have shaved more than $850 billion from their combined market value, according to CoinMarketCap.com .</p><p>The stock market also saw substantial selling on the day, which abated somewhat by the closing bell. The Dow Jones Industrial Average , the S&amp;P 500 index  and the Nasdaq Composite Index  suffered a third straight day of losses.</p><p><b>Why is bitcoin crashing?</b></p><p>Don't call it a crash. Bitcoin is falling, but its an asset known for volatile periods.</p><p>Its current slump isn't pegged to <a href=\"https://laohu8.com/S/AONE\">one</a> single event or piece of news but was instead being blamed on fear, uncertainty and doubt, or FUD, in the parlance of crypto traders. Fear, at least partly, centered on China's digital-asset policy. The People's Republic was reportedly cracking down in the use of digital assets. For veteran crypto investors, such reports aren't new.</p><p>Meanwhile, bearish tweets from crypto enthusiast Elon Musk were also credited with tanking the crypto complex. Musk said earlier this month that he would no longer allow bitcoin to be used for payment at electric-vehicle maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> until the crypto becomes more environmentally friendly.</p><p>Musk had been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the key reasons that crypto broadly had been on an uptrend, with his tweets on meme coin dogecoin and bitcoin supporting an uptrend in those assets.</p><p>Separately, analysts at JPMorgan Chase &amp; Co. <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, including Nikolaos Panigirtzoglou, make the case that investors in bitcoin were shifting to gold futures , which coincidentally has been seeing steady climbs in recent trade.</p><p>\"Institutional investors appear to be shifting away from bitcoin and back into traditional gold,\" they wrote.</p><p>Market participants told MarketWatch that Wednesday's losses also were being amplified by the use of leverage which was forcing margin calls at some crypto trading platforms.</p><p>Complicating matters, some crypto trading platforms, including Coinbase Global <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a>, experienced outages that appeared to help put further pressure on prices.</p><p>A spokeswoman for Coinbase said that the company's trading problems have since been resolved.</p><p><b>Will bitcoin prices recover?</b></p><p>Bitcoin and crypto are inherently volatile.</p><p>That said, bullish investors are advocating that long-term investors stay the course  or review their original investment thesis before dumping crypto holdings.</p><p>Over the course of the past 11 years, bitcoin has seen more than 750 instances where prices saw a daily change of 5% or greater, more than 230 instances in which it swung by at least 10% and nearly 50 times that it has moved by at least 20%, according to Dow Jones Market Data.</p><p><img src=\"https://static.tigerbbs.com/3a9b524aebc2782da130debec2184082\" tg-width=\"936\" tg-height=\"204\"></p><p>\"Correction in the cryptocurrency market is a common phenomenon. It doesn't mean, however, that a bear market is under way,\" wrote Konstantin Boyko-Romanovsky, CEO and founder of Allnodes, in emailed comments.</p><p>To be sure, past performance is no guarantee of future results but that is what bullish investors tend to hang their hats on when they advocate for long-term ownership of bitcoin and its ilk.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","JPM":"摩根大通","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136866946","content_text":"Bitcoin sold off sharply Wednesday. The slump represented an acceleration of a downtrend in the world's No. 1 crypto that had begun over the past 10 days or so, investors and industry specialists told MarketWatch.At last check, bitcoin prices  were changing hands at $38,732,56 on CoinDesk, which is actually a remarkable feat since it touched a session low of $30,201.96 before bouncing back.Prices of Ether  on the ethereum blockchain were off 22% at $2,608.84 after touching an intraday nadir at 1,902.08, and dogecoin  was off 25%, changing hands at 35.8 cents.When bitcoin sneezes the rest of the crypto complex catches a cold because the dominant digital asset has increasingly become a gauge of sentiment not just in nonconventional markets but as a measure of risk appetite more broadly.Crypto markets have shaved more than $850 billion from their combined market value, according to CoinMarketCap.com .The stock market also saw substantial selling on the day, which abated somewhat by the closing bell. The Dow Jones Industrial Average , the S&P 500 index  and the Nasdaq Composite Index  suffered a third straight day of losses.Why is bitcoin crashing?Don't call it a crash. Bitcoin is falling, but its an asset known for volatile periods.Its current slump isn't pegged to one single event or piece of news but was instead being blamed on fear, uncertainty and doubt, or FUD, in the parlance of crypto traders. Fear, at least partly, centered on China's digital-asset policy. The People's Republic was reportedly cracking down in the use of digital assets. For veteran crypto investors, such reports aren't new.Meanwhile, bearish tweets from crypto enthusiast Elon Musk were also credited with tanking the crypto complex. Musk said earlier this month that he would no longer allow bitcoin to be used for payment at electric-vehicle maker Tesla $(TSLA)$ until the crypto becomes more environmentally friendly.Musk had been one of the key reasons that crypto broadly had been on an uptrend, with his tweets on meme coin dogecoin and bitcoin supporting an uptrend in those assets.Separately, analysts at JPMorgan Chase & Co. $(JPM)$, including Nikolaos Panigirtzoglou, make the case that investors in bitcoin were shifting to gold futures , which coincidentally has been seeing steady climbs in recent trade.\"Institutional investors appear to be shifting away from bitcoin and back into traditional gold,\" they wrote.Market participants told MarketWatch that Wednesday's losses also were being amplified by the use of leverage which was forcing margin calls at some crypto trading platforms.Complicating matters, some crypto trading platforms, including Coinbase Global $(COIN)$, experienced outages that appeared to help put further pressure on prices.A spokeswoman for Coinbase said that the company's trading problems have since been resolved.Will bitcoin prices recover?Bitcoin and crypto are inherently volatile.That said, bullish investors are advocating that long-term investors stay the course  or review their original investment thesis before dumping crypto holdings.Over the course of the past 11 years, bitcoin has seen more than 750 instances where prices saw a daily change of 5% or greater, more than 230 instances in which it swung by at least 10% and nearly 50 times that it has moved by at least 20%, according to Dow Jones Market Data.\"Correction in the cryptocurrency market is a common phenomenon. It doesn't mean, however, that a bear market is under way,\" wrote Konstantin Boyko-Romanovsky, CEO and founder of Allnodes, in emailed comments.To be sure, past performance is no guarantee of future results but that is what bullish investors tend to hang their hats on when they advocate for long-term ownership of bitcoin and its ilk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321423098,"gmtCreate":1615463576314,"gmtModify":1704783088298,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"yeah ...","listText":"yeah ...","text":"yeah ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/321423098","repostId":"1199156489","repostType":4,"repost":{"id":"1199156489","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615452861,"share":"https://ttm.financial/m/news/1199156489?lang=&edition=fundamental","pubTime":"2021-03-11 16:54","market":"us","language":"en","title":"US Daylight Saving Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1199156489","media":"Tiger Newspress","summary":"From 02:00 U.S. East time March 14(this Sunday),the North America region entered daylight saving tim","content":"<p>From&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;March&nbsp;14(this&nbsp;Sunday),the&nbsp;North America&nbsp;region&nbsp;entered&nbsp;daylight saving&nbsp;time,until&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;ends&nbsp;on&nbsp;November&nbsp;7,2021.</p><p>So,starting&nbsp;on&nbsp;Monday,March&nbsp;14,the&nbsp;U.S.&nbsp;market&nbsp;will&nbsp;open&nbsp;and&nbsp;close&nbsp;one&nbsp;hour&nbsp;ahead&nbsp;of&nbsp;schedule&nbsp;during&nbsp;north&nbsp;american&nbsp;daylight saving time,i.e.,U.S.&nbsp;trading&nbsp;time&nbsp;will&nbsp;be&nbsp;changed&nbsp;to&nbsp;21:30&nbsp;beijing&nbsp;time&nbsp;to&nbsp;04:00&nbsp;a.m.the&nbsp;next&nbsp;day,pre-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;16:00&nbsp;to&nbsp;21:30,after-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;04:00&nbsp;to&nbsp;8:00.</p><p><b>What is daylight saving time?</b></p><p>The DST is the practice of moving clocks forward by one hour during summer months so that daylight lasts longer into evening. Most of North America and Europe follows the custom, while the majority of countries elsewhere do not.</p><p>Hawaii, American Samoa, Guam, Puerto Rico, the US Virgin Islands and most of Arizona don’t observe daylight saving time. It’s incumbent to stick with the status quo.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Daylight Saving Time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Daylight Saving Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-11 16:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>From&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;March&nbsp;14(this&nbsp;Sunday),the&nbsp;North America&nbsp;region&nbsp;entered&nbsp;daylight saving&nbsp;time,until&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;ends&nbsp;on&nbsp;November&nbsp;7,2021.</p><p>So,starting&nbsp;on&nbsp;Monday,March&nbsp;14,the&nbsp;U.S.&nbsp;market&nbsp;will&nbsp;open&nbsp;and&nbsp;close&nbsp;one&nbsp;hour&nbsp;ahead&nbsp;of&nbsp;schedule&nbsp;during&nbsp;north&nbsp;american&nbsp;daylight saving time,i.e.,U.S.&nbsp;trading&nbsp;time&nbsp;will&nbsp;be&nbsp;changed&nbsp;to&nbsp;21:30&nbsp;beijing&nbsp;time&nbsp;to&nbsp;04:00&nbsp;a.m.the&nbsp;next&nbsp;day,pre-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;16:00&nbsp;to&nbsp;21:30,after-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;04:00&nbsp;to&nbsp;8:00.</p><p><b>What is daylight saving time?</b></p><p>The DST is the practice of moving clocks forward by one hour during summer months so that daylight lasts longer into evening. Most of North America and Europe follows the custom, while the majority of countries elsewhere do not.</p><p>Hawaii, American Samoa, Guam, Puerto Rico, the US Virgin Islands and most of Arizona don’t observe daylight saving time. It’s incumbent to stick with the status quo.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199156489","content_text":"From 02:00 U.S. East time March 14(this Sunday),the North America region entered daylight saving time,until 02:00 U.S. East time ends on November 7,2021.So,starting on Monday,March 14,the U.S. market will open and close one hour ahead of schedule during north american daylight saving time,i.e.,U.S. trading time will be changed to 21:30 beijing time to 04:00 a.m.the next day,pre-trade time will be 16:00 to 21:30,after-trade time will be 04:00 to 8:00.What is daylight saving time?The DST is the practice of moving clocks forward by one hour during summer months so that daylight lasts longer into evening. Most of North America and Europe follows the custom, while the majority of countries elsewhere do not.Hawaii, American Samoa, Guam, Puerto Rico, the US Virgin Islands and most of Arizona don’t observe daylight saving time. It’s incumbent to stick with the status quo.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576462187032185","authorId":"3576462187032185","authorIdStr":"3576462187032185","name":"SQ88","avatar":"https://static.tigerbbs.com/cf99ec93e734dec47742eafaf27c55d6","crmLevel":3,"crmLevelSwitch":1,"idStr":"3576462187032185"},"content":"meaning Sg time 9.30pm US market start?","text":"meaning Sg time 9.30pm US market start?","html":"meaning Sg time 9.30pm US market start?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234406291746848,"gmtCreate":1698270564625,"gmtModify":1698270569346,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"huat ah! how high can it go?","listText":"huat ah! how high can it go?","text":"huat ah! how high can it go?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/234406291746848","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104210445036030","authorId":"4104210445036030","authorIdStr":"4104210445036030","name":"Ccchia","avatar":"https://community-static.tradeup.com/news/d69e11a239f8e8cde6cbd37227dd17f6","crmLevel":2,"crmLevelSwitch":0,"idStr":"4104210445036030"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944528236,"gmtCreate":1681940686625,"gmtModify":1681940690042,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ &nbsp;</a>🦬🐂🐃🐄🐮🐯","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ &nbsp;</a>🦬🐂🐃🐄🐮🐯","text":"$Tiger Brokers(TIGR)$ 🦬🐂🐃🐄🐮🐯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9944528236","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579044609497336","authorId":"3579044609497336","authorIdStr":"3579044609497336","name":"LEESIMON","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"idStr":"3579044609497336"},"content":"[Love] Nice","text":"[Love] Nice","html":"[Love] Nice"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941222832,"gmtCreate":1680305670026,"gmtModify":1680305673628,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>🦬🐂🐃🐄🐮","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>🦬🐂🐃🐄🐮","text":"$Palantir Technologies Inc.(PLTR)$ 🦬🐂🐃🐄🐮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9941222832","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907505834,"gmtCreate":1660209891832,"gmtModify":1703479120136,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/EH\">$EHang Holdings Ltd(EH)$</a>this post is to make some of u feel better. 😅","listText":"<a href=\"https://ttm.financial/S/EH\">$EHang Holdings Ltd(EH)$</a>this post is to make some of u feel better. 😅","text":"$EHang Holdings Ltd(EH)$this post is to make some of u feel better. 😅","images":[{"img":"https://community-static.tradeup.com/news/60af5bd5f2de4eec8f3904b624a69bc4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907505834","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576458270994499","authorId":"3576458270994499","authorIdStr":"3576458270994499","name":"SkySG","avatar":"https://community-static.tradeup.com/news/0559926d7fb922e2866875c50f844c08","crmLevel":8,"crmLevelSwitch":1,"idStr":"3576458270994499"},"content":"Stay strong always 💪","text":"Stay strong always 💪","html":"Stay strong always 💪"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":197992975,"gmtCreate":1621416849797,"gmtModify":1704357275982,"author":{"id":"3568262728204718","authorId":"3568262728204718","authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718"},"themes":[],"htmlText":"haha","listText":"haha","text":"haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/197992975","repostId":"1170936363","repostType":2,"repost":{"id":"1170936363","pubTimestamp":1621416097,"share":"https://ttm.financial/m/news/1170936363?lang=&edition=fundamental","pubTime":"2021-05-19 17:21","market":"us","language":"en","title":"Tesla: Forget Shorts For Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1170936363","media":"seekingalpha","summary":"Summary\n\nShort interest has dropped to a multi-year low.\nLess than 5.4% of float and outstanding cou","content":"<p><b>Summary</b></p>\n<ul>\n <li>Short interest has dropped to a multi-year low.</li>\n <li>Less than 5.4% of float and outstanding count short.</li>\n <li>Stock is in a very weak place on a technical basis.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/707bb99dcaa93d75f576a78ef1ecd11c\" tg-width=\"768\" tg-height=\"512\"><span>Photo by jetcityimage/iStock Editorial via Getty Images</span></p>\n<p>Electric vehicle maker Tesla (TSLA) was one of the best-performing stocks last year. As the rally continued on, we kept hearing about how much money short-sellers were losing. Recently, we haven't heard a lot of talk like that as the stock has come down, but investors and the media still like to focus on those that are bearish regarding the name. Today, I'd like to update everyone on how the numbers really look, because they might be quite surprising.</p>\n<p>Tesla used to be one of the most shorted names in the market when looking at various metrics like the percentage of shares short, regardless of whether you are using float data or shares outstanding. However, very high short interest isn't in the picture anymore as the chart below shows. When I looked&nbsp;at this very situation&nbsp;roughly 6 months ago, we had just dipped below 50 million shares short (on an adjusted basis) for the first time in a number of years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c39a321bcd19be4504c300a62935f65c\" tg-width=\"640\" tg-height=\"372\"><span>(Source: NASDAQ Tesla short interest page,seen here)</span></p>\n<p>Last week, we received the bi-monthly update showing the number of Tesla shares short at the end of April, and the number was a little under 41.4 million. Obviously, this figure represents a new multi-year low, and short interest is down 52% over the past 12 months. If we go back to the start of my chart, the middle of June 2019 update, the total number of bearish bets against this stock is down a little more than 80%. I'd like to remind everyone of the following point I made in that previous article:</p>\n<blockquote>\n There can be multiple reasons for the number of shares short to decline this much. The bulls will likely point to improving financials, highlighted by strong revenue growth and GAAP profits thanks to credit sales. We also could be seeing an unwind of a pair trade, from those that are long the convertible bonds. Additionally, in this low interest rate environment with governments and central banks pouring lots of money into the system, there seemingly has been a move away from short interest in general.\n</blockquote>\n<p>Almost all of Tesla's convertible bonds have either matured or been exchanged for cash/equity, so that part of the picture has completely changed. I also mentioned in that previous article that the stock looked a lot different on both a fundamental and technical basis than it had previously. At that point, shares were basically trading within a few percent of the&nbsp;average street price target&nbsp;for example, and now Tesla shares are well below that key level. It makes sense to have a lot less short interest when the stock trades $100 below its average price target than when it is $100 above.</p>\n<p>A potential short squeeze has always been one item that some Tesla bulls have held on to in hopes for future gains. At times, when we saw 20%, 30%, or more of the float short, a squeeze was definitely possible. As investors know, the company is not currently buying back stock, so investors are being diluted by the quarter. The chart below shows how the outstanding share count is rising by the year, and this increase isn't something that's expected to change in the near future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2de6d2e620d5ac8cb7a5385ec8f8b09\" tg-width=\"640\" tg-height=\"319\"><span>(Source: Tesla quarterly/annual filings,seen here)</span></p>\n<p>The short squeeze thesis is all but gone at this point. I say that because if we use&nbsp;estimated float data&nbsp;from Yahoo! Finance, only about 5.34% of the float is now short. If you use the outstanding share count which is almost 200 million shares higher, the number is obviously a bit lower. Based on&nbsp;data from Finviz, Tesla isn't even in the top 45 of most shorted S&amp;P 500 names in terms of float. Yes, the dollar amount of Tesla shares that have been shorted may be large when you read it in print on the screen, but in terms of this stock things aren't exactly in the flashing red category anymore.</p>\n<p>On the technical side, Tesla lost its 200-day moving average again with Monday's decline. Unfortunately, we're moving closer to the point where a death cross will occur, where the 50-day breaks below the 200-day. Earlier this year, the short-term trend line at its peak was about $320 above the longer-term one, but that gap finished last week under $90, down about $15 on the week.</p>\n<p>While Tesla used to be one of the most shorted names in the market, investors should not consider a potential squeeze as a catalyst at this point. The end of April data showed that short interest has hit a new multi-year low, and is down more than 80% in roughly two years. With the stock having pulled back a bit so far this month, we might see even more bearish bets covered at the next update, although the technical picture for this stock isn't great currently. Unless short interest starts to rise significantly in the near future, investors need to find another catalyst if they are looking for upside.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Forget Shorts For Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Forget Shorts For Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-19 17:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4429633-tesla-forget-shorts-for-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShort interest has dropped to a multi-year low.\nLess than 5.4% of float and outstanding count short.\nStock is in a very weak place on a technical basis.\n\nPhoto by jetcityimage/iStock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4429633-tesla-forget-shorts-for-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4429633-tesla-forget-shorts-for-now","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1170936363","content_text":"Summary\n\nShort interest has dropped to a multi-year low.\nLess than 5.4% of float and outstanding count short.\nStock is in a very weak place on a technical basis.\n\nPhoto by jetcityimage/iStock Editorial via Getty Images\nElectric vehicle maker Tesla (TSLA) was one of the best-performing stocks last year. As the rally continued on, we kept hearing about how much money short-sellers were losing. Recently, we haven't heard a lot of talk like that as the stock has come down, but investors and the media still like to focus on those that are bearish regarding the name. Today, I'd like to update everyone on how the numbers really look, because they might be quite surprising.\nTesla used to be one of the most shorted names in the market when looking at various metrics like the percentage of shares short, regardless of whether you are using float data or shares outstanding. However, very high short interest isn't in the picture anymore as the chart below shows. When I looked at this very situation roughly 6 months ago, we had just dipped below 50 million shares short (on an adjusted basis) for the first time in a number of years.\n(Source: NASDAQ Tesla short interest page,seen here)\nLast week, we received the bi-monthly update showing the number of Tesla shares short at the end of April, and the number was a little under 41.4 million. Obviously, this figure represents a new multi-year low, and short interest is down 52% over the past 12 months. If we go back to the start of my chart, the middle of June 2019 update, the total number of bearish bets against this stock is down a little more than 80%. I'd like to remind everyone of the following point I made in that previous article:\n\n There can be multiple reasons for the number of shares short to decline this much. The bulls will likely point to improving financials, highlighted by strong revenue growth and GAAP profits thanks to credit sales. We also could be seeing an unwind of a pair trade, from those that are long the convertible bonds. Additionally, in this low interest rate environment with governments and central banks pouring lots of money into the system, there seemingly has been a move away from short interest in general.\n\nAlmost all of Tesla's convertible bonds have either matured or been exchanged for cash/equity, so that part of the picture has completely changed. I also mentioned in that previous article that the stock looked a lot different on both a fundamental and technical basis than it had previously. At that point, shares were basically trading within a few percent of the average street price target for example, and now Tesla shares are well below that key level. It makes sense to have a lot less short interest when the stock trades $100 below its average price target than when it is $100 above.\nA potential short squeeze has always been one item that some Tesla bulls have held on to in hopes for future gains. At times, when we saw 20%, 30%, or more of the float short, a squeeze was definitely possible. As investors know, the company is not currently buying back stock, so investors are being diluted by the quarter. The chart below shows how the outstanding share count is rising by the year, and this increase isn't something that's expected to change in the near future.\n(Source: Tesla quarterly/annual filings,seen here)\nThe short squeeze thesis is all but gone at this point. I say that because if we use estimated float data from Yahoo! Finance, only about 5.34% of the float is now short. If you use the outstanding share count which is almost 200 million shares higher, the number is obviously a bit lower. Based on data from Finviz, Tesla isn't even in the top 45 of most shorted S&P 500 names in terms of float. Yes, the dollar amount of Tesla shares that have been shorted may be large when you read it in print on the screen, but in terms of this stock things aren't exactly in the flashing red category anymore.\nOn the technical side, Tesla lost its 200-day moving average again with Monday's decline. Unfortunately, we're moving closer to the point where a death cross will occur, where the 50-day breaks below the 200-day. Earlier this year, the short-term trend line at its peak was about $320 above the longer-term one, but that gap finished last week under $90, down about $15 on the week.\nWhile Tesla used to be one of the most shorted names in the market, investors should not consider a potential squeeze as a catalyst at this point. The end of April data showed that short interest has hit a new multi-year low, and is down more than 80% in roughly two years. With the stock having pulled back a bit so far this month, we might see even more bearish bets covered at the next update, although the technical picture for this stock isn't great currently. Unless short interest starts to rise significantly in the near future, investors need to find another catalyst if they are looking for upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}