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Francislch
Profile:I'm a noob, don't flame me...
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Francislch
04-30
Roller coaster ride in April... 😅
Francislch
04-30
Cost reduction leading to higher margins? 🤔
BRIEF-Musk Plans More Layoffs As Two Senior Tesla Executives Depart - The Information
Francislch
04-30
Tomorrow going, you know 😅
McDonald's Likely To Report Higher Q1 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Francislch
04-30
🚀
Microsoft to Invest $1.7 Billion in Cloud, AI Tech in Indonesia
Francislch
04-30
🤦♂️
Singapore Labor Data Suggests Some Caution in Hiring -- Market Talk
Francislch
04-30
🚀
Sorry, the original content has been removed
Francislch
04-30
🚀🚀
Nvidia's Reversion Angle Became Steeper
Francislch
04-29
$Tesla Motors(TSLA)$
190 would be good. Otherwise would be raising too much too fast...
Francislch
04-25
Cash Boost Make tomorrow’s trades today
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Francislch
03-30
Positive Q1, though not 🚀
Francislch
03-30
Happy Easter
Francislch
03-05
$Apple(AAPL)$
69 days
Francislch
02-17
Huat to the moon...
Francislch
02-13
Family, Wealth, Confidence
Francislch
02-03
Pray n get blessings
Francislch
01-17
$Tiger Brokers(TIGR)$
Francislch
2023-02-09
Not much if just looking at the shares. Including options would be much more interesting
Francislch
2022-12-13
🚀
U.S. Consumer Prices Rose 7.1% in November, Less Than Expected
Francislch
2022-12-02
🚀
Sorry, the original content has been removed
Francislch
2022-10-31
My guess is that it is near the bottom. Things would be better with Xi's new 5 year term. Things should stabilise and recover from there. 🚀🚀
Go to Tiger App to see more news
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coaster ride in April... 😅","listText":"Roller coaster ride in April... 😅","text":"Roller coaster ride in April... 😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300814004646016","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300810231005344,"gmtCreate":1714459421469,"gmtModify":1714459425179,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Cost reduction leading to higher margins? 🤔","listText":"Cost reduction leading to higher margins? 🤔","text":"Cost reduction leading to higher margins? 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300810231005344","repostId":"2431433292","repostType":2,"repost":{"id":"2431433292","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":1714452675,"share":"https://www.laohu8.com/m/news/2431433292?lang=&edition=full","pubTime":"2024-04-30 12:51","market":"us","language":"en","title":"BRIEF-Musk Plans More Layoffs As Two Senior Tesla Executives Depart - The Information","url":"https://stock-news.laohu8.com/highlight/detail?id=2431433292","media":"Reuters","summary":"April 30 (Reuters) - * MUSK PLANS MORE LAYOFFS AS TWO SENIOR TESLA EXECUTIVES DEPART - THE INFORMATION * ROUGHLY 500 PEOPLE WILL BE LAID OFF IN SUPERCHARGER GROUP- THE INFORMATIONSource text: Further company coverage: ((Reuters.Briefs@thomsonreuters.com;))","content":"<html><body><p>April 30 (Reuters) - </p><p> * MUSK PLANS MORE LAYOFFS AS TWO <a href=\"https://laohu8.com/S/SNR.UK\">SENIOR</a> TESLA EXECUTIVES DEPART - THE INFORMATION</p><p> * ROUGHLY 500 PEOPLE WILL BE LAID OFF IN SUPERCHARGER GROUP- THE INFORMATION</p><p>Source text: Further company coverage: </p><p> ((Reuters.Briefs@thomsonreuters.com;))</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>BRIEF-Musk Plans More Layoffs As Two Senior Tesla Executives Depart - The Information</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\">\nBRIEF-Musk Plans More Layoffs As Two Senior Tesla Executives Depart - The Information\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\">2024-04-30 12:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>April 30 (Reuters) - </p><p> * MUSK PLANS MORE LAYOFFS AS TWO <a href=\"https://laohu8.com/S/SNR.UK\">SENIOR</a> TESLA EXECUTIVES DEPART - THE INFORMATION</p><p> * ROUGHLY 500 PEOPLE WILL BE LAID OFF IN SUPERCHARGER GROUP- THE INFORMATION</p><p>Source text: Further company coverage: </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4134":"信息科技咨询与其它服务","TSLA":"特斯拉","III":"信息服务","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2431433292","content_text":"April 30 (Reuters) - * MUSK PLANS MORE LAYOFFS AS TWO SENIOR TESLA EXECUTIVES DEPART - THE INFORMATION * ROUGHLY 500 PEOPLE WILL BE LAID OFF IN SUPERCHARGER GROUP- THE INFORMATIONSource text: Further company coverage: ((Reuters.Briefs@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300810043785264,"gmtCreate":1714459371120,"gmtModify":1714459374681,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Tomorrow going, you know 😅","listText":"Tomorrow going, you know 😅","text":"Tomorrow going, you know 😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300810043785264","repostId":"2431337100","repostType":2,"repost":{"id":"2431337100","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1714453576,"share":"https://www.laohu8.com/m/news/2431337100?lang=&edition=full","pubTime":"2024-04-30 13:06","market":"us","language":"en","title":"McDonald's Likely To Report Higher Q1 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=2431337100","media":"Benzinga","summary":" ","content":"<html><body><p>McDonald’s Corporation (NYSE:MCD) is set to release earnings results for its first quarter before the opening bell on April 30.</p>\n<p>Analysts expect the Chicago, Illinois-based company to report quarterly earnings at $2.72 per share, up from $2.63 per share in the year-ago period. McDonald’s is projected to report quarterly revenue of $6.16 billion, up from $5.9 billion in the year-earlier quarter, according to data from Benzinga Pro.</p>\n<p>McDonald's recently announced that it will be repurchasing all its franchises in Israel. This move comes amidst ongoing tensions in the Middle East, which have had a significant impact on the company's business.</p>\n<p>McDonald’s shares rose 0.2% to close at $273.55 on Monday.</p>\n<p>Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.</p>\n<p>Let's have a look at how Benzinga's most-accurate analysts have rated the company in the recent period.</p>\n<ul>\n<li><strong>Wedbush</strong> analyst Nick Setyan maintained an Outperform rating and cut the price target from $330 to $300 on April 26. This analyst has an accuracy rate of 82%.</li>\n<li><strong>Citigroup</strong> analyst Jon Tower maintained a Neutral rating and slashed the price target from $312 to $297 on April 16. This analyst has an accuracy rate of 76%.</li>\n<li><strong>TD Cowen</strong> analyst Andrew Charles maintained a Buy rating and reduced the price target from $325 to $305 on April 12. This analyst has an accuracy rate of 74%.</li>\n<li><strong>Stifel</strong> analyst Chris O'Cull maintained a Hold rating and cut the price target from $315 to $300 on April 11. This analyst has an accuracy rate of 70%.</li>\n<li><strong>UBS</strong> analyst Dennis Geiger maintained a Buy rating and lowered the price target from $340 to $335 on April 5. This analyst has an accuracy rate of 73%.</li>\n</ul>\n<p>Read This Next: Jim Cramer Likes Palantir, Recommends Pioneer Natural Resources: ‘I Want You To Ka-Ching, Ka-Ching’</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>McDonald's Likely To Report Higher Q1 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts</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\">\nMcDonald's Likely To Report Higher Q1 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-04-30 13:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>McDonald’s Corporation (NYSE:MCD) is set to release earnings results for its first quarter before the opening bell on April 30.</p>\n<p>Analysts expect the Chicago, Illinois-based company to report quarterly earnings at $2.72 per share, up from $2.63 per share in the year-ago period. McDonald’s is projected to report quarterly revenue of $6.16 billion, up from $5.9 billion in the year-earlier quarter, according to data from Benzinga Pro.</p>\n<p>McDonald's recently announced that it will be repurchasing all its franchises in Israel. This move comes amidst ongoing tensions in the Middle East, which have had a significant impact on the company's business.</p>\n<p>McDonald’s shares rose 0.2% to close at $273.55 on Monday.</p>\n<p>Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.</p>\n<p>Let's have a look at how Benzinga's most-accurate analysts have rated the company in the recent period.</p>\n<ul>\n<li><strong>Wedbush</strong> analyst Nick Setyan maintained an Outperform rating and cut the price target from $330 to $300 on April 26. This analyst has an accuracy rate of 82%.</li>\n<li><strong>Citigroup</strong> analyst Jon Tower maintained a Neutral rating and slashed the price target from $312 to $297 on April 16. This analyst has an accuracy rate of 76%.</li>\n<li><strong>TD Cowen</strong> analyst Andrew Charles maintained a Buy rating and reduced the price target from $325 to $305 on April 12. This analyst has an accuracy rate of 74%.</li>\n<li><strong>Stifel</strong> analyst Chris O'Cull maintained a Hold rating and cut the price target from $315 to $300 on April 11. This analyst has an accuracy rate of 70%.</li>\n<li><strong>UBS</strong> analyst Dennis Geiger maintained a Buy rating and lowered the price target from $340 to $335 on April 5. This analyst has an accuracy rate of 73%.</li>\n</ul>\n<p>Read This Next: Jim Cramer Likes Palantir, Recommends Pioneer Natural Resources: ‘I Want You To Ka-Ching, Ka-Ching’</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MCD":"麦当劳"},"source_url":"https://www.benzinga.com/news/earnings/24/04/38509641/mcdonalds-likely-to-report-higher-q1-earnings-here-are-the-recent-forecast-changes-from-wall-street","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2431337100","content_text":"McDonald’s Corporation (NYSE:MCD) is set to release earnings results for its first quarter before the opening bell on April 30.\nAnalysts expect the Chicago, Illinois-based company to report quarterly earnings at $2.72 per share, up from $2.63 per share in the year-ago period. McDonald’s is projected to report quarterly revenue of $6.16 billion, up from $5.9 billion in the year-earlier quarter, according to data from Benzinga Pro.\nMcDonald's recently announced that it will be repurchasing all its franchises in Israel. This move comes amidst ongoing tensions in the Middle East, which have had a significant impact on the company's business.\nMcDonald’s shares rose 0.2% to close at $273.55 on Monday.\nBenzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.\nLet's have a look at how Benzinga's most-accurate analysts have rated the company in the recent period.\n\nWedbush analyst Nick Setyan maintained an Outperform rating and cut the price target from $330 to $300 on April 26. This analyst has an accuracy rate of 82%.\nCitigroup analyst Jon Tower maintained a Neutral rating and slashed the price target from $312 to $297 on April 16. This analyst has an accuracy rate of 76%.\nTD Cowen analyst Andrew Charles maintained a Buy rating and reduced the price target from $325 to $305 on April 12. This analyst has an accuracy rate of 74%.\nStifel analyst Chris O'Cull maintained a Hold rating and cut the price target from $315 to $300 on April 11. This analyst has an accuracy rate of 70%.\nUBS analyst Dennis Geiger maintained a Buy rating and lowered the price target from $340 to $335 on April 5. This analyst has an accuracy rate of 73%.\n\nRead This Next: Jim Cramer Likes Palantir, Recommends Pioneer Natural Resources: ‘I Want You To Ka-Ching, Ka-Ching’","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300808492146784,"gmtCreate":1714458993525,"gmtModify":1714458995577,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300808492146784","repostId":"1102174390","repostType":2,"repost":{"id":"1102174390","pubTimestamp":1714454447,"share":"https://www.laohu8.com/m/news/1102174390?lang=&edition=full","pubTime":"2024-04-30 13:20","market":"us","language":"en","title":"Microsoft to Invest $1.7 Billion in Cloud, AI Tech in Indonesia","url":"https://stock-news.laohu8.com/highlight/detail?id=1102174390","media":"Bloomberg","summary":"CEO Nadella tours Southeast Asia in search for growth marketsNvidia, Apple leaders also visited region before NadellaMicrosoft Corp. will invest $1.7 billion to build out cloud computing and artificia","content":"<html><head></head><body><ul style=\"\"><li><p>CEO Nadella tours Southeast Asia in search for growth markets</p></li><li><p>Nvidia, Apple leaders also visited region before Nadella</p></li></ul><p>Microsoft Corp. will invest $1.7 billion to build out cloud computing and artificial intelligence infrastructure in Indonesia, betting on Southeast Asia’s biggest economy to spur growth.</p><p>Chief Executive Officer Satya Nadella announced the outlay, to be made over four years, after meeting with President Joko Widodo in Jakarta on Tuesday. The company also pledged to help train 2.5 million people in Southeast Asia with AI skills, including 840,000 in Indonesia.</p><p>Microsoft’s leader is on a three-country tour of Southeast Asia. The region, once neglected by corporate chieftains who focused on giant economies such as China and India, has become more popular of late as CEOs jockey for position during a time of rising geopolitical tensions. It’s one of the biggest battlegrounds for technology giants and startups from China and the US. Before Nadella, Nvidia Corp.’s Jensen Huang and Apple Inc.’s Tim Cook also paid high-profile visits to the region, chasing a young and tech-savvy population as Chinese growth wanes.</p><p>AI has become the primary agenda for Nadella as he traverses countries and conferences from India to the World Economic Forum, exhorting nations and businesses to invest in the tech and train their populations, while talking up the potential of AI to re-make entire economies. He is slated to visit Bangkok and Kuala Lumpur later this week.</p><p>Microsoft and rivals such as Alphabet Inc.’s Google and Meta Platforms Inc. are locked in a battle for AI dominance. The Redmond, Washington-based firm, the world’s most valuable company, has joined forces with OpenAI to challenge Google’s two-decade lead in internet search.</p><p style=\"text-align: start;\">The company is betting on generative AI technologies to retake the lead, and regards Asia as both a major market and talent pool. In 2021, it unveiled an initiative to boost inclusive economic growth in Indonesia, including setting up the company’s first data center in the country.</p><p style=\"text-align: start;\">Indonesia has offered the island of Bali and the nation’s new capital Nusantara as potential locations for Microsoft’s research and data center in the country, Information and Communications Minister Budi Arie Setiadi told reporters on Tuesday.</p><p style=\"text-align: start;\">Microsoft leveraged a $13 billion investment in OpenAI to create a series of AI assistants and other features that it weaved into products ranging from Windows and Office to search engine Bing, many of which carry additional fees for customers to use. The company is spending heavily to expand its global network of data centers to meet rising demand for AI services — with capital expenses reaching $14 billion during the March quarter.</p><p style=\"text-align: start;\">Nadella, who took the helm at Microsoft 10 years ago, has been vocal about the technology’s potential in the region. Southeast Asia is fast emerging as a competitive battleground and manufacturing base for US companies seeking alternatives to China, which is struggling with a growing thicket of US tech export restrictions.</p><p style=\"text-align: start;\">During a visit to India in February, Nadella urged countries to aggressively invest in the technology and pledged to train 2 million people in his birth country with AI skills. Microsoft opened its first data center in Malaysia about three years ago.</p></body></html>","source":"lsy1584095487587","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>Microsoft to Invest $1.7 Billion in Cloud, AI Tech in Indonesia</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\">\nMicrosoft to Invest $1.7 Billion in Cloud, AI Tech in Indonesia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 13:20 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-04-30/microsoft-msft-to-invest-1-7-billion-in-cloud-computing-ai-tech-in-indonesia?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CEO Nadella tours Southeast Asia in search for growth marketsNvidia, Apple leaders also visited region before NadellaMicrosoft Corp. will invest $1.7 billion to build out cloud computing and ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-30/microsoft-msft-to-invest-1-7-billion-in-cloud-computing-ai-tech-in-indonesia?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-30/microsoft-msft-to-invest-1-7-billion-in-cloud-computing-ai-tech-in-indonesia?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102174390","content_text":"CEO Nadella tours Southeast Asia in search for growth marketsNvidia, Apple leaders also visited region before NadellaMicrosoft Corp. will invest $1.7 billion to build out cloud computing and artificial intelligence infrastructure in Indonesia, betting on Southeast Asia’s biggest economy to spur growth.Chief Executive Officer Satya Nadella announced the outlay, to be made over four years, after meeting with President Joko Widodo in Jakarta on Tuesday. The company also pledged to help train 2.5 million people in Southeast Asia with AI skills, including 840,000 in Indonesia.Microsoft’s leader is on a three-country tour of Southeast Asia. The region, once neglected by corporate chieftains who focused on giant economies such as China and India, has become more popular of late as CEOs jockey for position during a time of rising geopolitical tensions. It’s one of the biggest battlegrounds for technology giants and startups from China and the US. Before Nadella, Nvidia Corp.’s Jensen Huang and Apple Inc.’s Tim Cook also paid high-profile visits to the region, chasing a young and tech-savvy population as Chinese growth wanes.AI has become the primary agenda for Nadella as he traverses countries and conferences from India to the World Economic Forum, exhorting nations and businesses to invest in the tech and train their populations, while talking up the potential of AI to re-make entire economies. He is slated to visit Bangkok and Kuala Lumpur later this week.Microsoft and rivals such as Alphabet Inc.’s Google and Meta Platforms Inc. are locked in a battle for AI dominance. The Redmond, Washington-based firm, the world’s most valuable company, has joined forces with OpenAI to challenge Google’s two-decade lead in internet search.The company is betting on generative AI technologies to retake the lead, and regards Asia as both a major market and talent pool. In 2021, it unveiled an initiative to boost inclusive economic growth in Indonesia, including setting up the company’s first data center in the country.Indonesia has offered the island of Bali and the nation’s new capital Nusantara as potential locations for Microsoft’s research and data center in the country, Information and Communications Minister Budi Arie Setiadi told reporters on Tuesday.Microsoft leveraged a $13 billion investment in OpenAI to create a series of AI assistants and other features that it weaved into products ranging from Windows and Office to search engine Bing, many of which carry additional fees for customers to use. The company is spending heavily to expand its global network of data centers to meet rising demand for AI services — with capital expenses reaching $14 billion during the March quarter.Nadella, who took the helm at Microsoft 10 years ago, has been vocal about the technology’s potential in the region. Southeast Asia is fast emerging as a competitive battleground and manufacturing base for US companies seeking alternatives to China, which is struggling with a growing thicket of US tech export restrictions.During a visit to India in February, Nadella urged countries to aggressively invest in the technology and pledged to train 2 million people in his birth country with AI skills. Microsoft opened its first data center in Malaysia about three years ago.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300822351704096,"gmtCreate":1714458978533,"gmtModify":1714458981736,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"🤦♂️","listText":"🤦♂️","text":"🤦♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300822351704096","repostId":"2431355255","repostType":2,"repost":{"id":"2431355255","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":1714456200,"share":"https://www.laohu8.com/m/news/2431355255?lang=&edition=full","pubTime":"2024-04-30 13:50","market":"sh","language":"en","title":"Singapore Labor Data Suggests Some Caution in Hiring -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2431355255","media":"Dow Jones","summary":"Copyright (c) 2024 Dow Jones & Company, Inc.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n 0550 GMT - Singapore's businesses seem to be taking a cautious stance in the near term, says DBS economist Chua Han Teng, pointing to mixed data in forward-looking polls by the Ministry of Manpower. Labor demand cooled in 1Q, and while there was an uptick in the number of firms intending to hire in the next three months, it was lower than in 1H 2023, he says. Intent to raise wages also fell. The manufacturing sector saw moderating retrenchments but still-weak employment. Lack of new near-term hiring was likely due to the uneven recovery and lingering global uncertainties, he tells Dow Jones Newswires. DBS expects external-led sectors to help real GDP growth recover in 2024, which would boost employment growth in 2H. (fabiana.negrinochoa@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n April 30, 2024 01:50 ET (05:50 GMT)\n</p>\n<p>\n Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>","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>Singapore Labor Data Suggests Some Caution in Hiring -- Market Talk</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\">\nSingapore Labor Data Suggests Some Caution in Hiring -- Market Talk\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\">2024-04-30 13:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n 0550 GMT - Singapore's businesses seem to be taking a cautious stance in the near term, says DBS economist Chua Han Teng, pointing to mixed data in forward-looking polls by the Ministry of Manpower. Labor demand cooled in 1Q, and while there was an uptick in the number of firms intending to hire in the next three months, it was lower than in 1H 2023, he says. Intent to raise wages also fell. The manufacturing sector saw moderating retrenchments but still-weak employment. Lack of new near-term hiring was likely due to the uneven recovery and lingering global uncertainties, he tells Dow Jones Newswires. DBS expects external-led sectors to help real GDP growth recover in 2024, which would boost employment growth in 2H. (fabiana.negrinochoa@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n April 30, 2024 01:50 ET (05:50 GMT)\n</p>\n<p>\n Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","BK6112":"综合性银行","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","SG9999001127.SGD":"United Singapore Growth Fund SGD","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0557290698.USD":"施罗德环球可持续增长基金","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","BK6516":"银行与投资服务概念","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","BK6523":"ESG概念","SG9999013478.USD":"利安新加坡股息基金","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","SG9999014302.SGD":"RHB Singapore Income Fund SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU0048573645.USD":"富达东盟基金","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund SGD","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","D05.SI":"星展集团控股","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2431355255","content_text":"0550 GMT - Singapore's businesses seem to be taking a cautious stance in the near term, says DBS economist Chua Han Teng, pointing to mixed data in forward-looking polls by the Ministry of Manpower. Labor demand cooled in 1Q, and while there was an uptick in the number of firms intending to hire in the next three months, it was lower than in 1H 2023, he says. Intent to raise wages also fell. The manufacturing sector saw moderating retrenchments but still-weak employment. Lack of new near-term hiring was likely due to the uneven recovery and lingering global uncertainties, he tells Dow Jones Newswires. DBS expects external-led sectors to help real GDP growth recover in 2024, which would boost employment growth in 2H. (fabiana.negrinochoa@wsj.com) \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n April 30, 2024 01:50 ET (05:50 GMT)\n\n\n Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300807943430208,"gmtCreate":1714458962442,"gmtModify":1714458965156,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300807943430208","repostId":"2431354853","repostType":2,"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300807867011136,"gmtCreate":1714458943785,"gmtModify":1714458946535,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"🚀🚀","listText":"🚀🚀","text":"🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300807867011136","repostId":"2431899995","repostType":2,"repost":{"id":"2431899995","pubTimestamp":1714460400,"share":"https://www.laohu8.com/m/news/2431899995?lang=&edition=full","pubTime":"2024-04-30 15:00","market":"us","language":"en","title":"Nvidia's Reversion Angle Became Steeper","url":"https://stock-news.laohu8.com/highlight/detail?id=2431899995","media":"Seeking Alpha","summary":"Nvidia Corporation has sharpened the growth reversion angle that I mentioned last time significantly.The market demand profile for AI accelerators is expected to be solid, which could benefit Nvidia’s","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation has sharpened the growth reversion angle that I mentioned last time significantly.</p></li><li><p>The market demand profile for AI accelerators is expected to be solid, which could benefit Nvidia’s upcoming leading-edge Blackwell architecture.</p></li><li><p>The valuation of Nvidia suggests up to 15% upside potential, leaving behind all the concerns discussed in the article.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6144f6f01bec9d39bca22c82ac595a7e\" alt=\"BING-JHEN HONG\" title=\"BING-JHEN HONG\" tg-width=\"750\" tg-height=\"500\"/><span>BING-JHEN HONG</span></p><p>I am still bullish on NVDA, and in my view, its share price ("SP") could appreciate further by up to 15%, especially with the launch of the new generation Blackwell architecture. In this piece, I will go through the growth potential in data centers and gaming segments and try to present that Nvidia is more than reasonably valued when looking at peers’ comparisons, historical levels, and earnings growth.</p><h2 id=\"id_4099191491\">Growth prospects in this valuation</h2><p>Nvidia has become the main beneficiary of the hype around artificial intelligence, as the stock has appreciated 418% since the launch of Cath GPT. Amid the rapid development of AI technology, which requires a whole new level of HPC for model training/inference, the company saw a significant uptick in demand for GPU-based solutions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d2b994873639b6392c06bde477cfbe6\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"490\"/><span>Data by YCharts</span></p><p>In addition to the record financials, NVDA reached record valuations, which were unsustainable for those who called it a bubble. However, the stock took a setback recently with a number of concerns behind that, including the pushed back Fed’s interest rate cuts, the disappointing order book from ASML Holding (ASML), and the lack of indication from Super Micro Computer (SMCI) about its March quarter financials.</p><p>Looking at the valuation, we can notice that Nvidia is still trading at prominently higher levels compared to its peers' EV/Sales and P/E ratios. However, in the case of NVDA stock, the direct comparison is not quite reasonable without considering the growth prospects.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/888456a02ab29871103f61ff6e11a32f\" alt=\"Ratio analysis (Seeking Alpha)\" title=\"Ratio analysis (Seeking Alpha)\" tg-width=\"640\" tg-height=\"180\"/><span>Ratio analysis (Seeking Alpha)</span></p><p>The company is a clear leader in the GPU accelerator segment of the data center market, taking at least 80% up to 97% of it, according to some reports. And to gain some clues about the market dimension, let’s recall AMD’s projection of a $45 billion AI chip total addressable market, or TAM. Given the data center systems spending for 2023, it indicates up to 19% of the overall spending for the year. Moreover, AMD forecasted $400 billion TAM in 2027, citing a substantial increase in AI chip demand.</p><p>Given the above-mentioned numbers, a rough calculation points to around $40 billion in revenue from AI chips for Nvidia in 2023. And if we suppose that the company could retain at least 80% market share, it suggests up to $320 million in revenue by 2027, or 68% CAGR. Quite a bull case, isn’t it? Meanwhile, the analysts from BofA estimated TAM of about $180 billion, which implies a 38% CAGR.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/54d7fb81aeeff1dcfa21668d0dd45b15\" alt=\"Analyst’s growth expectations (Seeking Alpha)\" title=\"Analyst’s growth expectations (Seeking Alpha)\" tg-width=\"597\" tg-height=\"160\"/><span>Analyst’s growth expectations (Seeking Alpha)</span></p><p>The latter growth rate seems reasonable for me, and it’s broadly in line with the analyst’s growth expectations. Meanwhile, the competition is also evolving. Advanced Micro Devices, Inc. (AMD) started shipping its new Instinct MI300X GPU recently, which could challenge Nvidia’s H100 in memory-intensive tasks like large scene rendering and simulation, while the latter has been in production for a year and excels in AI-enhanced workflows and ray-traced rendering performance. Intel (INTC) in turn, is expected to launch Gaudi 3 latter this year with 50% faster performance than H100 when it comes to certain language models. However, Nvidia remains in a strong market position, as the H200 chip should basically hit the market any day now, while the next-generation Blackwell architecture is set to launch later in 2024.</p><p>Another issue that should be discussed is the recent supply constraints for the Hooper architecture, which remains in strong demand, according to the management’s comments. Although the supply picture is reportedly improving, it has become a major bottleneck for technology companies and AI researchers who have to compete for AI chips. As a result, some hyperscalers started to seek in-house AI-accelerator solutions. In particular, Alphabet (GOOGL) is known for its own Cloud TPU (tensor processing unit), Amazon (AMZN) produces Trainium chips, International Business Machines (<a href=\"https://laohu8.com/S/IBM\">IBM</a>) has AIU (artificial intelligence unit), <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) utilizes MTIA (Meta Training and Inference Accelerator) internally, while Microsoft Corp. (MSFT) launched Maia AI accelerator last year.</p><p>Large cloud providers accounted for more than half of Nvidia’s data center revenue, and fears that they could start displacing Nvidia’s products for their in-house solutions are irrelevant in my view. Especially when there are a number of serverless GPU providers that could offer a distinct top-tier multi-GPU combination. And with the expected round of new GPU offerings hitting the market soon, I believe that hyperscalers will continue opting for Nvidia GPUs to retain dominance in the cloud market.</p><p>Concerning the management’s comments that the inference reached more than 40% of the company’s business, and given the price tag of Nvidia’s data center GPUs (Hopper is estimated to cost between $25-40k) and the estimated performance of the alternative GPUs, it undeniably raised concerns about the inference part of business. However, model training is a continuous process that should be run consistently due to the rising sophistication, upgrades, and bug elimination. So, the more data is generated through the inference, the more data should be processed by the model, and the more powerful GPU solutions are required.</p><p>Another strong growth factor for Nvidia is that it remains the leader in the gaming market. The company reported solid consumer demand for gaming hardware during the holiday season, during which I also became an RTX 40 series user, retiring my old GTX card. With the new DLSS technology, Nvidia could dominate the market further since even budget gamers can now opt for the RTX 4050 card and enjoy Cyberpunk 2077 on ultra-settings with enabled Ray Tracing. At the same time, the demand for senior 40 series cards could be encouraged by the rapid proliferation of VR devices and high-resolution monitors. The entry level for which could be the RTX 4070 SUPER, which was recently released, and is the best overall GPU right now. Moreover, the market for AIB discrete GPUs is improving following the COVID device refresh cycle. The latest surveys revealed that graphics card shipments increased by 32% YoY in Q4’23 to 9.5 million units, making an increase for three quarters in a row.</p><h2 id=\"id_1799736774\">Reversion angle</h2><p>Since my last article, the valuation of NVDA has normalized significantly. The forward P/E ratio declined from 59.2x to 35.1x, something that consensus previously expected to happen in Jan 2026 fiscal year. Last time, I mentioned that a 30% growth reversion angle could bring the valuation ratio down to the low 20x in FY2028. However, from the current point of view, this could happen much earlier, as the reversion angle sharpened significantly.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd1c5098d28d84d86fa95e87cd44f74e\" alt=\"Valuation of NVDA; P/E left; EPS right (prepared by author)\" title=\"Valuation of NVDA; P/E left; EPS right (prepared by author)\" tg-width=\"640\" tg-height=\"365\"/><span>Valuation of NVDA; P/E left; EPS right (prepared by author)</span></p><p>The chart above clearly delineates this pattern, as the green line (earnings per share) has climbed significantly, thanks to the accelerated growth of data center segment performance. This brought the company’s P/E ratio down substantially, which is now below the violet line, which in turn indicates median 3Y P/E at 40.5x. The two dotted lines represent one standard deviation above and below the median, and we can see that NVDA’s valuation has been hanging around the lower line over the last 6 months. We can also notice that there is a prominent way for multiple expansion towards the median line, which implies a 15.5% upside to $1 013 share price.</p><p>Before transitioning to the comparison with peers, I would like to clear up the doubts that NVDA has climbed to unsustainable levels.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b4b8d129c78b1a55e239d6ecd5e4cf2\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>Over the last three years, NVDA’s SP has appreciated by 485%, especially since the launch of ChatGPT. However, the earnings growth followed suit, up by 463% for the same period, thus justifying the company’s valuation from the EPS growth perspective.</p><p>Now, compared to AMD, Intel, Broadcom (AVGO) and Qualcomm (QCOM), let’s see how Nvidia is ranking while incorporating future growth expectations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3e17079ca097c546321df5552696e987\" alt=\"EPS growth and P/E scatter (prepared by author )\" title=\"EPS growth and P/E scatter (prepared by author )\" tg-width=\"640\" tg-height=\"324\"/><span>EPS growth and P/E scatter (prepared by author )</span></p><p>Clearly below the trend line, suggesting that the company’s 90%+ earnings growth estimate more than justifies the fwd P/E level of 35.1x. Moreover, it means that to bring the company’s valuation in line with the trend line, NVDA's stock price should appreciate at least to the $954 level, or by 8.8%.</p><p>Finally, I would like to discuss the chart blow in order not to find ourselves in an insidious growth trap. Nvidia reported 5x YoY growth in compute revenue and 3x YoY growth in networking sales, and overall, a 409% YoY surge in data center LOB revenue.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/61726597e0ceb745e1623efb304f433b\" alt=\"Data center revenue (company presentation)\" title=\"Data center revenue (company presentation)\" tg-width=\"441\" tg-height=\"293\"/><span>Data center revenue (company presentation)</span></p><p>Previously, we mentioned that the segment has the potential for up to 38% CAGR over the medium term. But investors may not like to see such low numbers. The recent growth pattern from the chart is due to the low base effect from a year ago, and my point is that market participants should be satisfied even with up to 10% sequential quarterly growth in the data center revenue. Certainly, at some point, NVDA will come down to such rates due to the accelerated growth last year. And given that Nvidia has a leading market share in AI accelerators, we can easily gain insight into the data center cycle because such advanced and expensive GPUs are not usually going through the channel but are sold directly to customers. This means one-for-one impact, bypassing channel inventory, and less volatile market trends compared to gaming, for example. As a result, it’s not likely that we could witness a significant decline in sales, in my view, and the concerns may be raised only in the case of two or three quarters of sequential decrease in data center sales.</p><h2 id=\"id_812255582\">Risk factors</h2><p>The tight monetary policy continues to put pressure on technology budgets. Nvidia is currently a leader in the AI chip market for data centers, while potential supply chain issues could result in stronger adoption of rivals’ products. Risks are also related to further tightening of the U.S. export restrictions in relation to China, which still remains a significant market for Nvidia. In addition, the company has risen strongly over the past year due to the optimistic forecast and positive trends in the AI market. If these trends are compromised by further deterioration of the global economic situation, investors may find themselves disappointed.</p><h2 id=\"id_421798531\">Investment conclusion</h2><p>I am keeping my bullish call on Nvidia since the company delivered much stronger earnings than my previous piece suggested. NVDA is trading at a more than reasonable valuation, as evidenced by peers’ comparisons and EPS growth, offering up to 15% additional upside at current levels.</p><p>I believe that Nvidia will remain in the leading positions for the AI-accelerator solutions, leaving behind all the concerns we mentioned above. At this point, the competition could offer alternatives to Hopper architecture, leaving Nvidia with the potential to skim the cream from the data center’s GPU market with the upcoming next-generation Blackwell chips. With this in mind, I believe that the company could maintain closer to mid-double-digit growth numbers in data center revenue, especially once hyperscalers and other cloud GPU providers start deploying leading-edge AI hardware to handle more demanding models.</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's Reversion Angle Became Steeper</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\">\nNvidia's Reversion Angle Became Steeper\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 15:00 GMT+8 <a href=https://seekingalpha.com/article/4687220-nvidia-reversion-angle-became-steeper><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation has sharpened the growth reversion angle that I mentioned last time significantly.The market demand profile for AI accelerators is expected to be solid, which could benefit Nvidia’s...</p>\n\n<a href=\"https://seekingalpha.com/article/4687220-nvidia-reversion-angle-became-steeper\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4512":"苹果概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4514":"搜索引擎","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4516":"特朗普概念","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","NVDA":"英伟达","BK4515":"5G概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","BK4576":"AR","BK4147":"半导体设备","BK4575":"芯片概念","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4077":"互动媒体与服务","BK4141":"半导体产品","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD"},"source_url":"https://seekingalpha.com/article/4687220-nvidia-reversion-angle-became-steeper","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2431899995","content_text":"Nvidia Corporation has sharpened the growth reversion angle that I mentioned last time significantly.The market demand profile for AI accelerators is expected to be solid, which could benefit Nvidia’s upcoming leading-edge Blackwell architecture.The valuation of Nvidia suggests up to 15% upside potential, leaving behind all the concerns discussed in the article.BING-JHEN HONGI am still bullish on NVDA, and in my view, its share price (\"SP\") could appreciate further by up to 15%, especially with the launch of the new generation Blackwell architecture. In this piece, I will go through the growth potential in data centers and gaming segments and try to present that Nvidia is more than reasonably valued when looking at peers’ comparisons, historical levels, and earnings growth.Growth prospects in this valuationNvidia has become the main beneficiary of the hype around artificial intelligence, as the stock has appreciated 418% since the launch of Cath GPT. Amid the rapid development of AI technology, which requires a whole new level of HPC for model training/inference, the company saw a significant uptick in demand for GPU-based solutions.Data by YChartsIn addition to the record financials, NVDA reached record valuations, which were unsustainable for those who called it a bubble. However, the stock took a setback recently with a number of concerns behind that, including the pushed back Fed’s interest rate cuts, the disappointing order book from ASML Holding (ASML), and the lack of indication from Super Micro Computer (SMCI) about its March quarter financials.Looking at the valuation, we can notice that Nvidia is still trading at prominently higher levels compared to its peers' EV/Sales and P/E ratios. However, in the case of NVDA stock, the direct comparison is not quite reasonable without considering the growth prospects.Ratio analysis (Seeking Alpha)The company is a clear leader in the GPU accelerator segment of the data center market, taking at least 80% up to 97% of it, according to some reports. And to gain some clues about the market dimension, let’s recall AMD’s projection of a $45 billion AI chip total addressable market, or TAM. Given the data center systems spending for 2023, it indicates up to 19% of the overall spending for the year. Moreover, AMD forecasted $400 billion TAM in 2027, citing a substantial increase in AI chip demand.Given the above-mentioned numbers, a rough calculation points to around $40 billion in revenue from AI chips for Nvidia in 2023. And if we suppose that the company could retain at least 80% market share, it suggests up to $320 million in revenue by 2027, or 68% CAGR. Quite a bull case, isn’t it? Meanwhile, the analysts from BofA estimated TAM of about $180 billion, which implies a 38% CAGR.Analyst’s growth expectations (Seeking Alpha)The latter growth rate seems reasonable for me, and it’s broadly in line with the analyst’s growth expectations. Meanwhile, the competition is also evolving. Advanced Micro Devices, Inc. (AMD) started shipping its new Instinct MI300X GPU recently, which could challenge Nvidia’s H100 in memory-intensive tasks like large scene rendering and simulation, while the latter has been in production for a year and excels in AI-enhanced workflows and ray-traced rendering performance. Intel (INTC) in turn, is expected to launch Gaudi 3 latter this year with 50% faster performance than H100 when it comes to certain language models. However, Nvidia remains in a strong market position, as the H200 chip should basically hit the market any day now, while the next-generation Blackwell architecture is set to launch later in 2024.Another issue that should be discussed is the recent supply constraints for the Hooper architecture, which remains in strong demand, according to the management’s comments. Although the supply picture is reportedly improving, it has become a major bottleneck for technology companies and AI researchers who have to compete for AI chips. As a result, some hyperscalers started to seek in-house AI-accelerator solutions. In particular, Alphabet (GOOGL) is known for its own Cloud TPU (tensor processing unit), Amazon (AMZN) produces Trainium chips, International Business Machines (IBM) has AIU (artificial intelligence unit), Meta Platforms (META) utilizes MTIA (Meta Training and Inference Accelerator) internally, while Microsoft Corp. (MSFT) launched Maia AI accelerator last year.Large cloud providers accounted for more than half of Nvidia’s data center revenue, and fears that they could start displacing Nvidia’s products for their in-house solutions are irrelevant in my view. Especially when there are a number of serverless GPU providers that could offer a distinct top-tier multi-GPU combination. And with the expected round of new GPU offerings hitting the market soon, I believe that hyperscalers will continue opting for Nvidia GPUs to retain dominance in the cloud market.Concerning the management’s comments that the inference reached more than 40% of the company’s business, and given the price tag of Nvidia’s data center GPUs (Hopper is estimated to cost between $25-40k) and the estimated performance of the alternative GPUs, it undeniably raised concerns about the inference part of business. However, model training is a continuous process that should be run consistently due to the rising sophistication, upgrades, and bug elimination. So, the more data is generated through the inference, the more data should be processed by the model, and the more powerful GPU solutions are required.Another strong growth factor for Nvidia is that it remains the leader in the gaming market. The company reported solid consumer demand for gaming hardware during the holiday season, during which I also became an RTX 40 series user, retiring my old GTX card. With the new DLSS technology, Nvidia could dominate the market further since even budget gamers can now opt for the RTX 4050 card and enjoy Cyberpunk 2077 on ultra-settings with enabled Ray Tracing. At the same time, the demand for senior 40 series cards could be encouraged by the rapid proliferation of VR devices and high-resolution monitors. The entry level for which could be the RTX 4070 SUPER, which was recently released, and is the best overall GPU right now. Moreover, the market for AIB discrete GPUs is improving following the COVID device refresh cycle. The latest surveys revealed that graphics card shipments increased by 32% YoY in Q4’23 to 9.5 million units, making an increase for three quarters in a row.Reversion angleSince my last article, the valuation of NVDA has normalized significantly. The forward P/E ratio declined from 59.2x to 35.1x, something that consensus previously expected to happen in Jan 2026 fiscal year. Last time, I mentioned that a 30% growth reversion angle could bring the valuation ratio down to the low 20x in FY2028. However, from the current point of view, this could happen much earlier, as the reversion angle sharpened significantly.Valuation of NVDA; P/E left; EPS right (prepared by author)The chart above clearly delineates this pattern, as the green line (earnings per share) has climbed significantly, thanks to the accelerated growth of data center segment performance. This brought the company’s P/E ratio down substantially, which is now below the violet line, which in turn indicates median 3Y P/E at 40.5x. The two dotted lines represent one standard deviation above and below the median, and we can see that NVDA’s valuation has been hanging around the lower line over the last 6 months. We can also notice that there is a prominent way for multiple expansion towards the median line, which implies a 15.5% upside to $1 013 share price.Before transitioning to the comparison with peers, I would like to clear up the doubts that NVDA has climbed to unsustainable levels.Data by YChartsOver the last three years, NVDA’s SP has appreciated by 485%, especially since the launch of ChatGPT. However, the earnings growth followed suit, up by 463% for the same period, thus justifying the company’s valuation from the EPS growth perspective.Now, compared to AMD, Intel, Broadcom (AVGO) and Qualcomm (QCOM), let’s see how Nvidia is ranking while incorporating future growth expectations.EPS growth and P/E scatter (prepared by author )Clearly below the trend line, suggesting that the company’s 90%+ earnings growth estimate more than justifies the fwd P/E level of 35.1x. Moreover, it means that to bring the company’s valuation in line with the trend line, NVDA's stock price should appreciate at least to the $954 level, or by 8.8%.Finally, I would like to discuss the chart blow in order not to find ourselves in an insidious growth trap. Nvidia reported 5x YoY growth in compute revenue and 3x YoY growth in networking sales, and overall, a 409% YoY surge in data center LOB revenue.Data center revenue (company presentation)Previously, we mentioned that the segment has the potential for up to 38% CAGR over the medium term. But investors may not like to see such low numbers. The recent growth pattern from the chart is due to the low base effect from a year ago, and my point is that market participants should be satisfied even with up to 10% sequential quarterly growth in the data center revenue. Certainly, at some point, NVDA will come down to such rates due to the accelerated growth last year. And given that Nvidia has a leading market share in AI accelerators, we can easily gain insight into the data center cycle because such advanced and expensive GPUs are not usually going through the channel but are sold directly to customers. This means one-for-one impact, bypassing channel inventory, and less volatile market trends compared to gaming, for example. As a result, it’s not likely that we could witness a significant decline in sales, in my view, and the concerns may be raised only in the case of two or three quarters of sequential decrease in data center sales.Risk factorsThe tight monetary policy continues to put pressure on technology budgets. Nvidia is currently a leader in the AI chip market for data centers, while potential supply chain issues could result in stronger adoption of rivals’ products. Risks are also related to further tightening of the U.S. export restrictions in relation to China, which still remains a significant market for Nvidia. In addition, the company has risen strongly over the past year due to the optimistic forecast and positive trends in the AI market. If these trends are compromised by further deterioration of the global economic situation, investors may find themselves disappointed.Investment conclusionI am keeping my bullish call on Nvidia since the company delivered much stronger earnings than my previous piece suggested. NVDA is trading at a more than reasonable valuation, as evidenced by peers’ comparisons and EPS growth, offering up to 15% additional upside at current levels.I believe that Nvidia will remain in the leading positions for the AI-accelerator solutions, leaving behind all the concerns we mentioned above. At this point, the competition could offer alternatives to Hopper architecture, leaving Nvidia with the potential to skim the cream from the data center’s GPU market with the upcoming next-generation Blackwell chips. With this in mind, I believe that the company could maintain closer to mid-double-digit growth numbers in data center revenue, especially once hyperscalers and other cloud GPU providers start deploying leading-edge AI hardware to handle more demanding models.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300550257795304,"gmtCreate":1714396037298,"gmtModify":1714396041145,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"1\"></v-v> 190 would be good. 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Confidence","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273602573910136","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269861542834472,"gmtCreate":1706893132079,"gmtModify":1706893136917,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Pray n get blessings","listText":"Pray n get blessings","text":"Pray n get blessings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269861542834472","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":263829498568912,"gmtCreate":1705447160461,"gmtModify":1705447163796,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> ","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> ","text":"$Tiger Brokers(TIGR)$","images":[{"img":"https://community-static.tradeup.com/news/a8438c0de7b93f996e6feb1dec7744f6","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263829498568912","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9954071553,"gmtCreate":1675885603973,"gmtModify":1675885608006,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Not much if just looking at the shares. Including options would be much more interesting ","listText":"Not much if just looking at the shares. Including options would be much more interesting ","text":"Not much if just looking at the shares. Including options would be much more interesting","images":[{"img":"https://community-static.tradeup.com/news/4d9698fc584d1460bdd51ccac1298295","width":"502","height":"1001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954071553","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9921083350,"gmtCreate":1670938732870,"gmtModify":1676538462770,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921083350","repostId":"1132954658","repostType":4,"repost":{"id":"1132954658","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":1670938656,"share":"https://www.laohu8.com/m/news/1132954658?lang=&edition=full","pubTime":"2022-12-13 21:37","market":"us","language":"en","title":"U.S. Consumer Prices Rose 7.1% in November, Less Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1132954658","media":"Tiger Newspress","summary":"Prices rose less than expected in November, the latest sign that runaway inflation that has been gri","content":"<html><head></head><body><p>Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.</p><p>The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.</p><p>Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.</p><p><img src=\"https://static.tigerbbs.com/e8c3fef87360101ec3f59ca43983b608\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.</p><p>Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.</p><p>Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.</p><p>The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.</p><p>Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.</p><p>Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.</p><p>Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.</p><p>After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.</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>U.S. Consumer Prices Rose 7.1% in November, Less Than Expected</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\">\nU.S. Consumer Prices Rose 7.1% in November, Less Than Expected\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\">2022-12-13 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.</p><p>The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.</p><p>Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.</p><p><img src=\"https://static.tigerbbs.com/e8c3fef87360101ec3f59ca43983b608\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.</p><p>Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.</p><p>Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.</p><p>The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.</p><p>Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.</p><p>Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.</p><p>Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.</p><p>After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132954658","content_text":"Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965671098,"gmtCreate":1669950297815,"gmtModify":1676538276910,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965671098","repostId":"2288935382","repostType":2,"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982257639,"gmtCreate":1667193141122,"gmtModify":1676537874802,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"My guess is that it is near the bottom. Things would be better with Xi's new 5 year term. Things should stabilise and recover from there. 🚀🚀","listText":"My guess is that it is near the bottom. Things would be better with Xi's new 5 year term. Things should stabilise and recover from there. 🚀🚀","text":"My guess is that it is near the bottom. Things would be better with Xi's new 5 year term. Things should stabilise and recover from there. 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9982257639","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":274899723776296,"gmtCreate":1708152141812,"gmtModify":1708152147045,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Huat to the moon...","listText":"Huat to the moon...","text":"Huat to the moon...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274899723776296","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318254849,"gmtCreate":1611857218281,"gmtModify":1704864989944,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>To buy or not to buy ?","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>To buy or not to buy ?","text":"$Apple(AAPL)$To buy or not to buy ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/318254849","isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547729288194581","authorId":"3547729288194581","name":"新资本Jcap","avatar":"https://static.tigerbbs.com/b2ba7b7fc53fabd0d38e856d32051533","crmLevel":2,"crmLevelSwitch":0},"content":"Is Apple still hesitating about such tickets,","text":"Is Apple still hesitating about such tickets,","html":"Is Apple still hesitating about such tickets,"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808117428,"gmtCreate":1627564863764,"gmtModify":1703492451173,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Looking good?","listText":"Looking good?","text":"Looking good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/808117428","repostId":"1122445859","repostType":4,"repost":{"id":"1122445859","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":1627560716,"share":"https://www.laohu8.com/m/news/1122445859?lang=&edition=full","pubTime":"2021-07-29 20:11","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1122445859","media":"Tiger Newspress","summary":"US futures mixed\n\n\nU.S. GDP increased 6.5% in the second quarter, well below expectations\n\nFutures t","content":"<ul>\n <li>US futures mixed</li>\n</ul>\n<ul>\n <li>U.S. GDP increased 6.5% in the second quarter, well below expectations</li>\n</ul>\n<p>Futures tracking the Dow and the S&P 500 rose on Thursday as comments from the Federal Reserve that the U.S. economic recovery was on track lifted economically sensitive stocks, while Ford jumped after raising its profit outlook for the year.</p>\n<p>At 8:00 a.m. ET, Dow e-minis were up 129 points, or 0.37%, S&P 500 e-minis were up 6.5 points, or 0.15%, and Nasdaq 100 e-minis were down 20.50 points, or 0.14%.</p>\n<p><img src=\"https://static.tigerbbs.com/cee0d39b10c7bff4e20acb500d19f228\" tg-width=\"1080\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p>\n<p>Facebook Inc fell 3% as it warned revenue growth would \"decelerate significantly\" following Apple Inc's(AAPL.O)recent update to its iOS operating system that would impact Facebook's ability to target ads.</p>\n<p>The U.S. economy accelerated at a strong pace in the second quarter in a sign that the U.S. has escaped the shackles of the Covid-19 pandemic, the Commerce Department reported Thursday.Gross domestic product, a measure of all goods and services produced during the April-to-June period, accelerated 6.4% on an annualized basis.However, the gain was considerably less than the 8.4% Dow Jones estimate.</p>\n<p>A separate data point reported Thursday showed that 400,000 people filed initial claims for unemployment benefits for the week ended July 24. That level is nearly double the pre-pandemic norm.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b>Facebook(FB)</b> – Facebook shares fell 3% in premarket trading after the company said revenue growth will slow during the second half of the year as a change inApple’s (AAPL) privacy policies will hurt Facebook’s ability to target ads. For the second quarter, Facebook reported earnings of $3.61 per share compared to a consensus estimate of $3.03, with revenue also topping Wall Street forecasts.</p>\n<p><b>Ford(F)</b> – Ford surprised analysts with an adjusted quarterly profit of 13 cents per share. The automaker had been expected to report a second-quarter loss of 3 cents per share, due in large part to a chip shortage crimping production. However, Ford said it expected that situation to improve in the second half, and it raised its full-year outlook. Ford jumped 4.3% in the premarket.</p>\n<p><b>PayPal(PYPL)</b> – PayPal beat estimates by 3 cents with adjusted quarterly earnings of $1.15 per share, with the payment service’s revenue essentially in line with analyst projections. However, shares came under pressure after it gave a lower-than-expected outlook, as former PayPal parenteBay(EBAY) continues its transition to its own payment platform. The stock slid 5.5% in premarket trading.</p>\n<p><b>Uber Technologies(UBER) </b>– Uber dropped 5.3% in premarket trading after sources told CNBC that Japanese investment giant Softbank is selling a chunk of its stake in Uber to cover losses related to its investment in another ride-hailing company,Didi Global(DIDI). Didi itself is in the news, denying an earlier Wall Street Journal report that it was considering going private. Didi had been up well over 30% in the premarket before that denial, before trimming that still-large gain to 17.5%.</p>\n<p><b>Qualcomm(QCOM) </b>– Qualcomm reported adjusted quarterly earnings of $1.92 per share, beating the $1.68 consensus estimate, with the chip maker’s revenue also exceeding Street forecasts. Qualcomm also gave an upbeat forecast as it expects supply chain disruptions to ease. Qualcomm added 3% in the premarket.</p>\n<p><b>Comcast(CMCSA) </b>– Comcast rose 2.3% in the premarket after reporting adjusted quarterly earnings of 84 cents per share, beating the consensus estimate of 67 cents. The NBCUniversal parent also reported better-than-expected revenue, helped by a rebound in ad sales and a reopening of theme parks.</p>\n<p><b>Merck(MRK) </b>– The drug maker matched estimates with adjusted quarterly profit of $1.31 per share, with revenue beating Street forecasts. Sales of cancer drug Keytruda jumped 23%, in line with expectations. Merck fell 1.3% in premarket trading.</p>\n<p><b>Tempur Sealy(TPX)</b> – The mattress maker earned an adjusted 79 cents per share for its latest quarter, 22 cents above estimates, with revenue topping forecasts as well. Tempur Sealy also raised its full-year outlook, and the stock jumped 4.9% in premarket action.</p>\n<p><b>Yum Brands(YUM) </b>– The parent of KFC, Taco Bell and Pizza Hut came in 20 cents ahead of estimates with adjusted quarterly earnings of 1.16 per share, and revenue also beating analyst projections. Results got a boost from restaurant reopenings as well as continued strong demand in online orders. Yum rallied 2.6% in premarket trading.</p>\n<p><b>Molson Coors(TAP) </b>– Molson Coors added 2% in the premarket after its adjusted quarterly earnings of $1.58 per share beat the consensus estimate of $1.34. The beer brewer’s revenue was above Wall Street forecasts as well.</p>\n<p><b>Northrup Grumman(NOC)</b> – The defense contractor reported adjusted quarterly earnings of $6.42 per share, beating the $5.84 consensus estimate, with revenue also topping estimates. The company was helped by continued strength in its satellite and missile-making units, and the stock rose 1% in premarket trading.</p>\n<p><b>iRobot(IRBT)</b> – iRobot shares plunged 11% in premarket trading after it reported a second-quarter loss and cut its full-year outlook. The maker of the Roomba robotic vacuum cleaner said the worldwide chip shortage would continue to hurt its ability to fulfill orders during the second half of the year.</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>Toplines Before US Market Open on Thursday</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\">\nToplines Before US Market Open on Thursday\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\">2021-07-29 20:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>US futures mixed</li>\n</ul>\n<ul>\n <li>U.S. GDP increased 6.5% in the second quarter, well below expectations</li>\n</ul>\n<p>Futures tracking the Dow and the S&P 500 rose on Thursday as comments from the Federal Reserve that the U.S. economic recovery was on track lifted economically sensitive stocks, while Ford jumped after raising its profit outlook for the year.</p>\n<p>At 8:00 a.m. ET, Dow e-minis were up 129 points, or 0.37%, S&P 500 e-minis were up 6.5 points, or 0.15%, and Nasdaq 100 e-minis were down 20.50 points, or 0.14%.</p>\n<p><img src=\"https://static.tigerbbs.com/cee0d39b10c7bff4e20acb500d19f228\" tg-width=\"1080\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p>\n<p>Facebook Inc fell 3% as it warned revenue growth would \"decelerate significantly\" following Apple Inc's(AAPL.O)recent update to its iOS operating system that would impact Facebook's ability to target ads.</p>\n<p>The U.S. economy accelerated at a strong pace in the second quarter in a sign that the U.S. has escaped the shackles of the Covid-19 pandemic, the Commerce Department reported Thursday.Gross domestic product, a measure of all goods and services produced during the April-to-June period, accelerated 6.4% on an annualized basis.However, the gain was considerably less than the 8.4% Dow Jones estimate.</p>\n<p>A separate data point reported Thursday showed that 400,000 people filed initial claims for unemployment benefits for the week ended July 24. That level is nearly double the pre-pandemic norm.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b>Facebook(FB)</b> – Facebook shares fell 3% in premarket trading after the company said revenue growth will slow during the second half of the year as a change inApple’s (AAPL) privacy policies will hurt Facebook’s ability to target ads. For the second quarter, Facebook reported earnings of $3.61 per share compared to a consensus estimate of $3.03, with revenue also topping Wall Street forecasts.</p>\n<p><b>Ford(F)</b> – Ford surprised analysts with an adjusted quarterly profit of 13 cents per share. The automaker had been expected to report a second-quarter loss of 3 cents per share, due in large part to a chip shortage crimping production. However, Ford said it expected that situation to improve in the second half, and it raised its full-year outlook. Ford jumped 4.3% in the premarket.</p>\n<p><b>PayPal(PYPL)</b> – PayPal beat estimates by 3 cents with adjusted quarterly earnings of $1.15 per share, with the payment service’s revenue essentially in line with analyst projections. However, shares came under pressure after it gave a lower-than-expected outlook, as former PayPal parenteBay(EBAY) continues its transition to its own payment platform. The stock slid 5.5% in premarket trading.</p>\n<p><b>Uber Technologies(UBER) </b>– Uber dropped 5.3% in premarket trading after sources told CNBC that Japanese investment giant Softbank is selling a chunk of its stake in Uber to cover losses related to its investment in another ride-hailing company,Didi Global(DIDI). Didi itself is in the news, denying an earlier Wall Street Journal report that it was considering going private. Didi had been up well over 30% in the premarket before that denial, before trimming that still-large gain to 17.5%.</p>\n<p><b>Qualcomm(QCOM) </b>– Qualcomm reported adjusted quarterly earnings of $1.92 per share, beating the $1.68 consensus estimate, with the chip maker’s revenue also exceeding Street forecasts. Qualcomm also gave an upbeat forecast as it expects supply chain disruptions to ease. Qualcomm added 3% in the premarket.</p>\n<p><b>Comcast(CMCSA) </b>– Comcast rose 2.3% in the premarket after reporting adjusted quarterly earnings of 84 cents per share, beating the consensus estimate of 67 cents. The NBCUniversal parent also reported better-than-expected revenue, helped by a rebound in ad sales and a reopening of theme parks.</p>\n<p><b>Merck(MRK) </b>– The drug maker matched estimates with adjusted quarterly profit of $1.31 per share, with revenue beating Street forecasts. Sales of cancer drug Keytruda jumped 23%, in line with expectations. Merck fell 1.3% in premarket trading.</p>\n<p><b>Tempur Sealy(TPX)</b> – The mattress maker earned an adjusted 79 cents per share for its latest quarter, 22 cents above estimates, with revenue topping forecasts as well. Tempur Sealy also raised its full-year outlook, and the stock jumped 4.9% in premarket action.</p>\n<p><b>Yum Brands(YUM) </b>– The parent of KFC, Taco Bell and Pizza Hut came in 20 cents ahead of estimates with adjusted quarterly earnings of 1.16 per share, and revenue also beating analyst projections. Results got a boost from restaurant reopenings as well as continued strong demand in online orders. Yum rallied 2.6% in premarket trading.</p>\n<p><b>Molson Coors(TAP) </b>– Molson Coors added 2% in the premarket after its adjusted quarterly earnings of $1.58 per share beat the consensus estimate of $1.34. The beer brewer’s revenue was above Wall Street forecasts as well.</p>\n<p><b>Northrup Grumman(NOC)</b> – The defense contractor reported adjusted quarterly earnings of $6.42 per share, beating the $5.84 consensus estimate, with revenue also topping estimates. The company was helped by continued strength in its satellite and missile-making units, and the stock rose 1% in premarket trading.</p>\n<p><b>iRobot(IRBT)</b> – iRobot shares plunged 11% in premarket trading after it reported a second-quarter loss and cut its full-year outlook. The maker of the Roomba robotic vacuum cleaner said the worldwide chip shortage would continue to hurt its ability to fulfill orders during the second half of the year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRK":"默沙东","YUM":"百胜餐饮集团","IRBT":"iRobot Corp.","CMCSA":"康卡斯特","TPX":"泰浦陛迪国际公司",".IXIC":"NASDAQ Composite","PYPL":"PayPal","DIDI":"滴滴(已退市)","UBER":"优步",".SPX":"S&P 500 Index","F":"福特汽车","NOC":"诺斯罗普格鲁曼","QCOM":"高通","TAP":"莫库酒业",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122445859","content_text":"US futures mixed\n\n\nU.S. GDP increased 6.5% in the second quarter, well below expectations\n\nFutures tracking the Dow and the S&P 500 rose on Thursday as comments from the Federal Reserve that the U.S. economic recovery was on track lifted economically sensitive stocks, while Ford jumped after raising its profit outlook for the year.\nAt 8:00 a.m. ET, Dow e-minis were up 129 points, or 0.37%, S&P 500 e-minis were up 6.5 points, or 0.15%, and Nasdaq 100 e-minis were down 20.50 points, or 0.14%.\n\nFacebook Inc fell 3% as it warned revenue growth would \"decelerate significantly\" following Apple Inc's(AAPL.O)recent update to its iOS operating system that would impact Facebook's ability to target ads.\nThe U.S. economy accelerated at a strong pace in the second quarter in a sign that the U.S. has escaped the shackles of the Covid-19 pandemic, the Commerce Department reported Thursday.Gross domestic product, a measure of all goods and services produced during the April-to-June period, accelerated 6.4% on an annualized basis.However, the gain was considerably less than the 8.4% Dow Jones estimate.\nA separate data point reported Thursday showed that 400,000 people filed initial claims for unemployment benefits for the week ended July 24. That level is nearly double the pre-pandemic norm.\nStocks making the biggest moves premarket:\nFacebook(FB) – Facebook shares fell 3% in premarket trading after the company said revenue growth will slow during the second half of the year as a change inApple’s (AAPL) privacy policies will hurt Facebook’s ability to target ads. For the second quarter, Facebook reported earnings of $3.61 per share compared to a consensus estimate of $3.03, with revenue also topping Wall Street forecasts.\nFord(F) – Ford surprised analysts with an adjusted quarterly profit of 13 cents per share. The automaker had been expected to report a second-quarter loss of 3 cents per share, due in large part to a chip shortage crimping production. However, Ford said it expected that situation to improve in the second half, and it raised its full-year outlook. Ford jumped 4.3% in the premarket.\nPayPal(PYPL) – PayPal beat estimates by 3 cents with adjusted quarterly earnings of $1.15 per share, with the payment service’s revenue essentially in line with analyst projections. However, shares came under pressure after it gave a lower-than-expected outlook, as former PayPal parenteBay(EBAY) continues its transition to its own payment platform. The stock slid 5.5% in premarket trading.\nUber Technologies(UBER) – Uber dropped 5.3% in premarket trading after sources told CNBC that Japanese investment giant Softbank is selling a chunk of its stake in Uber to cover losses related to its investment in another ride-hailing company,Didi Global(DIDI). Didi itself is in the news, denying an earlier Wall Street Journal report that it was considering going private. Didi had been up well over 30% in the premarket before that denial, before trimming that still-large gain to 17.5%.\nQualcomm(QCOM) – Qualcomm reported adjusted quarterly earnings of $1.92 per share, beating the $1.68 consensus estimate, with the chip maker’s revenue also exceeding Street forecasts. Qualcomm also gave an upbeat forecast as it expects supply chain disruptions to ease. Qualcomm added 3% in the premarket.\nComcast(CMCSA) – Comcast rose 2.3% in the premarket after reporting adjusted quarterly earnings of 84 cents per share, beating the consensus estimate of 67 cents. The NBCUniversal parent also reported better-than-expected revenue, helped by a rebound in ad sales and a reopening of theme parks.\nMerck(MRK) – The drug maker matched estimates with adjusted quarterly profit of $1.31 per share, with revenue beating Street forecasts. Sales of cancer drug Keytruda jumped 23%, in line with expectations. Merck fell 1.3% in premarket trading.\nTempur Sealy(TPX) – The mattress maker earned an adjusted 79 cents per share for its latest quarter, 22 cents above estimates, with revenue topping forecasts as well. Tempur Sealy also raised its full-year outlook, and the stock jumped 4.9% in premarket action.\nYum Brands(YUM) – The parent of KFC, Taco Bell and Pizza Hut came in 20 cents ahead of estimates with adjusted quarterly earnings of 1.16 per share, and revenue also beating analyst projections. Results got a boost from restaurant reopenings as well as continued strong demand in online orders. Yum rallied 2.6% in premarket trading.\nMolson Coors(TAP) – Molson Coors added 2% in the premarket after its adjusted quarterly earnings of $1.58 per share beat the consensus estimate of $1.34. The beer brewer’s revenue was above Wall Street forecasts as well.\nNorthrup Grumman(NOC) – The defense contractor reported adjusted quarterly earnings of $6.42 per share, beating the $5.84 consensus estimate, with revenue also topping estimates. The company was helped by continued strength in its satellite and missile-making units, and the stock rose 1% in premarket trading.\niRobot(IRBT) – iRobot shares plunged 11% in premarket trading after it reported a second-quarter loss and cut its full-year outlook. The maker of the Roomba robotic vacuum cleaner said the worldwide chip shortage would continue to hurt its ability to fulfill orders during the second half of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810887833,"gmtCreate":1629962929522,"gmtModify":1676530185542,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/810887833","repostId":"2162805258","repostType":4,"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921083350,"gmtCreate":1670938732870,"gmtModify":1676538462770,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921083350","repostId":"1132954658","repostType":4,"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897544675,"gmtCreate":1628950105197,"gmtModify":1676529898606,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/897544675","repostId":"2159321505","repostType":2,"repost":{"id":"2159321505","pubTimestamp":1628911811,"share":"https://www.laohu8.com/m/news/2159321505?lang=&edition=full","pubTime":"2021-08-14 11:30","market":"us","language":"en","title":"Tesla seeks to reduce board members’ terms, make other changes in October shareholder meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2159321505","media":"MarketWatch","summary":"Board members would serve for two years rather than three\nTesla CEO Elon Musk in Germany last year. ","content":"<p>Board members would serve for two years rather than three</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abc701f141f0c0044cabe912e510fe2e\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Tesla CEO Elon Musk in Germany last year. MAJA HITIJ/GETTY IMAGES</span></p>\n<p>Tesla Inc. set its shareholder meeting for Oct. 7 at the Fremont, Calif., factory, with a call for reducing its directors’ terms among the proposals the electric-car maker will bring to the table, the company said in filing late Friday.</p>\n<p>One of the proposals calls for each director’s term to be reduced from three years to two years. Tesla’s board currently has nine members who are divided into three classes in staggered three-year terms.</p>\n<p>If the proposal is approved, however, the board will be divided into two classes with staggered two-year terms, with directors distributed as equally between the classes as possible, Tesla said in the filing.</p>\n<p>The board would be reduced to eight members, since Antonio Gracias, a venture capitalist who has served on the Tesla board since 2007, said in 2019 he’d not be seeking reelection when his term ends this year.</p>\n<p>Tesla’s board nominated current board members James Murdoch, the youngest son of News Corp founder Rupert Murdoch, and Kimbal Musk, Chief Executive Elon Musk’s brother, for re-election as class II directors, with terms expiring in 2024. If the term reduction is approved, then their terms would end in 2023, the company said.</p>\n<p>Tesla’s curtailing board member terms was a response to a shareholder proposal calling to elect each board member for one year.</p>\n<p>The two-year term, however, “strikes a suitable balance to the long-term interests of and nearer-term accountability to our stockholders at this time,” Tesla said.</p>\n<p>Tesla shares were flat in after-hours trading after ending the regular trading day down 0.7%. The stock has gained 1.6% this year, compared with gains of around 19% for the S&P 500 index.</p>","source":"lsy1603348471595","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 seeks to reduce board members’ terms, make other changes in October shareholder meeting</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 seeks to reduce board members’ terms, make other changes in October shareholder meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 11:30 GMT+8 <a href=https://www.marketwatch.com/story/tesla-seeks-to-reduce-board-terms-in-october-shareholder-meeting-11628888340?mod=newsviewer_click><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Board members would serve for two years rather than three\nTesla CEO Elon Musk in Germany last year. MAJA HITIJ/GETTY IMAGES\nTesla Inc. set its shareholder meeting for Oct. 7 at the Fremont, Calif., ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-seeks-to-reduce-board-terms-in-october-shareholder-meeting-11628888340?mod=newsviewer_click\">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://www.marketwatch.com/story/tesla-seeks-to-reduce-board-terms-in-october-shareholder-meeting-11628888340?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159321505","content_text":"Board members would serve for two years rather than three\nTesla CEO Elon Musk in Germany last year. MAJA HITIJ/GETTY IMAGES\nTesla Inc. set its shareholder meeting for Oct. 7 at the Fremont, Calif., factory, with a call for reducing its directors’ terms among the proposals the electric-car maker will bring to the table, the company said in filing late Friday.\nOne of the proposals calls for each director’s term to be reduced from three years to two years. Tesla’s board currently has nine members who are divided into three classes in staggered three-year terms.\nIf the proposal is approved, however, the board will be divided into two classes with staggered two-year terms, with directors distributed as equally between the classes as possible, Tesla said in the filing.\nThe board would be reduced to eight members, since Antonio Gracias, a venture capitalist who has served on the Tesla board since 2007, said in 2019 he’d not be seeking reelection when his term ends this year.\nTesla’s board nominated current board members James Murdoch, the youngest son of News Corp founder Rupert Murdoch, and Kimbal Musk, Chief Executive Elon Musk’s brother, for re-election as class II directors, with terms expiring in 2024. If the term reduction is approved, then their terms would end in 2023, the company said.\nTesla’s curtailing board member terms was a response to a shareholder proposal calling to elect each board member for one year.\nThe two-year term, however, “strikes a suitable balance to the long-term interests of and nearer-term accountability to our stockholders at this time,” Tesla said.\nTesla shares were flat in after-hours trading after ending the regular trading day down 0.7%. The stock has gained 1.6% this year, compared with gains of around 19% for the S&P 500 index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893678839,"gmtCreate":1628261686421,"gmtModify":1703504240486,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/893678839","repostId":"1110501028","repostType":2,"repost":{"id":"1110501028","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":1628260468,"share":"https://www.laohu8.com/m/news/1110501028?lang=&edition=full","pubTime":"2021-08-06 22:34","market":"us","language":"en","title":"Tencent sued by the Haidian District Procuratorate","url":"https://stock-news.laohu8.com/highlight/detail?id=1110501028","media":"Tiger Newspress","summary":"(Aug 6) Tencent sued by the Haidian District Procuratorate.","content":"<p>(Aug 6) Tencent sued by the Haidian District Procuratorate.</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>Tencent sued by the Haidian District Procuratorate</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\">\nTencent sued by the Haidian District Procuratorate\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\">2021-08-06 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 6) Tencent sued by the Haidian District Procuratorate.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110501028","content_text":"(Aug 6) Tencent sued by the Haidian District Procuratorate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807251019,"gmtCreate":1628040225131,"gmtModify":1703500049807,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Up, up, and away","listText":"Up, up, and away","text":"Up, up, and away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/807251019","repostId":"2156312793","repostType":2,"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986949926,"gmtCreate":1666879844565,"gmtModify":1676537822843,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Will stay above the $200 for this Friday. It will be like $600 before the splits, a price that has not been seen for a long long time.","listText":"Will stay above the $200 for this Friday. It will be like $600 before the splits, a price that has not been seen for a long long time.","text":"Will stay above the $200 for this Friday. It will be like $600 before the splits, a price that has not been seen for a long long time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986949926","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000454","authorId":"9000000000000454","name":"NinaEmmie","avatar":"https://static.tigerbbs.com/5fc0bb702215fdd5f1335f8d65e3e9bc","crmLevel":1,"crmLevelSwitch":0},"content":"The share price should not fall any further. The market has reflected on its business performance. Next, it should rise.","text":"The share price should not fall any further. The market has reflected on its business performance. Next, it should rise.","html":"The share price should not fall any further. The market has reflected on its business performance. Next, it should rise."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883455054,"gmtCreate":1631266303278,"gmtModify":1676530513686,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/883455054","repostId":"2166324883","repostType":2,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836326051,"gmtCreate":1629457750973,"gmtModify":1676530047378,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/836326051","repostId":"2160719729","repostType":2,"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894390523,"gmtCreate":1628791515562,"gmtModify":1676529856774,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894390523","repostId":"2158530942","repostType":2,"repost":{"id":"2158530942","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":1628758362,"share":"https://www.laohu8.com/m/news/2158530942?lang=&edition=full","pubTime":"2021-08-12 16:52","market":"us","language":"en","title":"Tesla's Musk says must keep to schedule on European gigafactory - minister","url":"https://stock-news.laohu8.com/highlight/detail?id=2158530942","media":"Reuters","summary":"BERLIN, Aug 12 (Reuters) - Tesla CEO Elon Musk has made clear how important it is for the company to","content":"<p>BERLIN, Aug 12 (Reuters) - Tesla CEO Elon Musk has made clear how important it is for the company to keep to its schedule for the construction of its European gigafactory in the German state of Brandenburg, its Economy Minister Joerg Steinbach said.</p>\n<p>Tesla also said it would intensify communication in the site near the town of Gueneheide and involve local citizens more, Steinbach told Reuters after a meeting with Musk in Germany.</p>\n<p>Tesla has pushed back the expected opening of its 5.8 billion euros ($6.8 billion) gigafactory near Berlin to late 2021, blaming German bureaucratic hurdles.</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>Tesla's Musk says must keep to schedule on European gigafactory - minister</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's Musk says must keep to schedule on European gigafactory - minister\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\">2021-08-12 16:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BERLIN, Aug 12 (Reuters) - Tesla CEO Elon Musk has made clear how important it is for the company to keep to its schedule for the construction of its European gigafactory in the German state of Brandenburg, its Economy Minister Joerg Steinbach said.</p>\n<p>Tesla also said it would intensify communication in the site near the town of Gueneheide and involve local citizens more, Steinbach told Reuters after a meeting with Musk in Germany.</p>\n<p>Tesla has pushed back the expected opening of its 5.8 billion euros ($6.8 billion) gigafactory near Berlin to late 2021, blaming German bureaucratic hurdles.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158530942","content_text":"BERLIN, Aug 12 (Reuters) - Tesla CEO Elon Musk has made clear how important it is for the company to keep to its schedule for the construction of its European gigafactory in the German state of Brandenburg, its Economy Minister Joerg Steinbach said.\nTesla also said it would intensify communication in the site near the town of Gueneheide and involve local citizens more, Steinbach told Reuters after a meeting with Musk in Germany.\nTesla has pushed back the expected opening of its 5.8 billion euros ($6.8 billion) gigafactory near Berlin to late 2021, blaming German bureaucratic hurdles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817623295,"gmtCreate":1630943476517,"gmtModify":1676530426064,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Unable to see Bid and Ask price for HK market. It was working fine last week, anyone can advise?","listText":"Unable to see Bid and Ask price for HK market. It was working fine last week, anyone can advise?","text":"Unable to see Bid and Ask price for HK market. It was working fine last week, anyone can advise?","images":[{"img":"https://static.tigerbbs.com/a6612a71030e4387488caa408c6d8ff9","width":"1080","height":"2552"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817623295","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":894906051,"gmtCreate":1628780441373,"gmtModify":1676529853940,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Nice...Like please","listText":"Nice...Like please","text":"Nice...Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894906051","repostId":"2158230477","repostType":2,"repost":{"id":"2158230477","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":1628749744,"share":"https://www.laohu8.com/m/news/2158230477?lang=&edition=full","pubTime":"2021-08-12 14:29","market":"sh","language":"en","title":"Apple supplier Foxconn's Q2 profit beats estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2158230477","media":"Reuters","summary":"TAIPEI, Aug 12 - Taiwan's Foxconn reported a better-than expected quarterly profit on Thursday due to strong demand for technology products from clients, such as Apple Inc , as people continued to telecommute amid the COVID-19 pandemic.The world's largest contract electronics maker reported April-June net profit of T$29.779 billion , up 30% from a year earlier. That compared to a Refinitiv consensus estimate of T$25.98 billion drawn from 12 analysts.Foxconn said the stronger-than-expected figur","content":"<p>* Q2 net profit T$29.7 bln vs T$22.9 bln year ago</p>\n<p>* Analysts expected Q2 net profit at T$25.98 bln</p>\n<p>* Expects Q3 revenue to grow between 3%-15% y/y</p>\n<p>TAIPEI, Aug 12 (Reuters) - Taiwan's Foxconn reported a better-than expected quarterly profit on Thursday due to strong demand for technology products from clients, such as Apple Inc , as people continued to telecommute amid the COVID-19 pandemic.</p>\n<p>The world's largest contract electronics maker reported April-June net profit of T$29.779 billion ($1.07 billion), up 30% from a year earlier. That compared to a Refinitiv consensus estimate of T$25.98 billion drawn from 12 analysts.</p>\n<p>Foxconn said the stronger-than-expected figures were driven by its key consumer products, mainly smartphones, as more people work and study from home globally due to the pandemic.</p>\n<p>Formally called Hon Hai Precision Industry Co Ltd, Foxconn had in May forecast a 15% rise in second-quarter revenue, buoyed by demand for consumer devices such as the iPhones that Foxconn assembles for Apple.</p>\n<p>Its second-quarter revenue rose 20% from a year earlier to T$1.35 trillion.</p>\n<p>In the third quarter, Foxconn expects overall revenue to gain by 3-15% and revenue from the consumer electronics division to rise more than 15% from a year earlier.</p>\n<p>Foxconn's shares have risen about 16% this year. They ended flat on Thursday, in line with the broader market .</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>Apple supplier Foxconn's Q2 profit beats estimates</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\">\nApple supplier Foxconn's Q2 profit beats estimates\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\">2021-08-12 14:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Q2 net profit T$29.7 bln vs T$22.9 bln year ago</p>\n<p>* Analysts expected Q2 net profit at T$25.98 bln</p>\n<p>* Expects Q3 revenue to grow between 3%-15% y/y</p>\n<p>TAIPEI, Aug 12 (Reuters) - Taiwan's Foxconn reported a better-than expected quarterly profit on Thursday due to strong demand for technology products from clients, such as Apple Inc , as people continued to telecommute amid the COVID-19 pandemic.</p>\n<p>The world's largest contract electronics maker reported April-June net profit of T$29.779 billion ($1.07 billion), up 30% from a year earlier. That compared to a Refinitiv consensus estimate of T$25.98 billion drawn from 12 analysts.</p>\n<p>Foxconn said the stronger-than-expected figures were driven by its key consumer products, mainly smartphones, as more people work and study from home globally due to the pandemic.</p>\n<p>Formally called Hon Hai Precision Industry Co Ltd, Foxconn had in May forecast a 15% rise in second-quarter revenue, buoyed by demand for consumer devices such as the iPhones that Foxconn assembles for Apple.</p>\n<p>Its second-quarter revenue rose 20% from a year earlier to T$1.35 trillion.</p>\n<p>In the third quarter, Foxconn expects overall revenue to gain by 3-15% and revenue from the consumer electronics division to rise more than 15% from a year earlier.</p>\n<p>Foxconn's shares have risen about 16% this year. They ended flat on Thursday, in line with the broader market .</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTWO":"Q2 Holdings Inc","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158230477","content_text":"* Q2 net profit T$29.7 bln vs T$22.9 bln year ago\n* Analysts expected Q2 net profit at T$25.98 bln\n* Expects Q3 revenue to grow between 3%-15% y/y\nTAIPEI, Aug 12 (Reuters) - Taiwan's Foxconn reported a better-than expected quarterly profit on Thursday due to strong demand for technology products from clients, such as Apple Inc , as people continued to telecommute amid the COVID-19 pandemic.\nThe world's largest contract electronics maker reported April-June net profit of T$29.779 billion ($1.07 billion), up 30% from a year earlier. That compared to a Refinitiv consensus estimate of T$25.98 billion drawn from 12 analysts.\nFoxconn said the stronger-than-expected figures were driven by its key consumer products, mainly smartphones, as more people work and study from home globally due to the pandemic.\nFormally called Hon Hai Precision Industry Co Ltd, Foxconn had in May forecast a 15% rise in second-quarter revenue, buoyed by demand for consumer devices such as the iPhones that Foxconn assembles for Apple.\nIts second-quarter revenue rose 20% from a year earlier to T$1.35 trillion.\nIn the third quarter, Foxconn expects overall revenue to gain by 3-15% and revenue from the consumer electronics division to rise more than 15% from a year earlier.\nFoxconn's shares have risen about 16% this year. They ended flat on Thursday, in line with the broader market .","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807228355,"gmtCreate":1628039842077,"gmtModify":1703500037965,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Hmm....","listText":"Hmm....","text":"Hmm....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807228355","repostId":"2156312793","repostType":4,"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831469071,"gmtCreate":1629341214293,"gmtModify":1676530008732,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"?♂️","listText":"?♂️","text":"?♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/831469071","repostId":"1192930157","repostType":4,"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895735914,"gmtCreate":1628772416438,"gmtModify":1676529849030,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895735914","repostId":"2158530942","repostType":2,"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300807867011136,"gmtCreate":1714458943785,"gmtModify":1714458946535,"author":{"id":"3568698679967882","authorId":"3568698679967882","name":"Francislch","avatar":"https://community-static.tradeup.com/news/f01918ca54f79c375bee8d3dde0db518","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"🚀🚀","listText":"🚀🚀","text":"🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300807867011136","repostId":"2431899995","repostType":2,"repost":{"id":"2431899995","pubTimestamp":1714460400,"share":"https://www.laohu8.com/m/news/2431899995?lang=&edition=full","pubTime":"2024-04-30 15:00","market":"us","language":"en","title":"Nvidia's Reversion Angle Became Steeper","url":"https://stock-news.laohu8.com/highlight/detail?id=2431899995","media":"Seeking Alpha","summary":"Nvidia Corporation has sharpened the growth reversion angle that I mentioned last time significantly.The market demand profile for AI accelerators is expected to be solid, which could benefit Nvidia’s","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation has sharpened the growth reversion angle that I mentioned last time significantly.</p></li><li><p>The market demand profile for AI accelerators is expected to be solid, which could benefit Nvidia’s upcoming leading-edge Blackwell architecture.</p></li><li><p>The valuation of Nvidia suggests up to 15% upside potential, leaving behind all the concerns discussed in the article.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6144f6f01bec9d39bca22c82ac595a7e\" alt=\"BING-JHEN HONG\" title=\"BING-JHEN HONG\" tg-width=\"750\" tg-height=\"500\"/><span>BING-JHEN HONG</span></p><p>I am still bullish on NVDA, and in my view, its share price ("SP") could appreciate further by up to 15%, especially with the launch of the new generation Blackwell architecture. In this piece, I will go through the growth potential in data centers and gaming segments and try to present that Nvidia is more than reasonably valued when looking at peers’ comparisons, historical levels, and earnings growth.</p><h2 id=\"id_4099191491\">Growth prospects in this valuation</h2><p>Nvidia has become the main beneficiary of the hype around artificial intelligence, as the stock has appreciated 418% since the launch of Cath GPT. Amid the rapid development of AI technology, which requires a whole new level of HPC for model training/inference, the company saw a significant uptick in demand for GPU-based solutions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d2b994873639b6392c06bde477cfbe6\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"490\"/><span>Data by YCharts</span></p><p>In addition to the record financials, NVDA reached record valuations, which were unsustainable for those who called it a bubble. However, the stock took a setback recently with a number of concerns behind that, including the pushed back Fed’s interest rate cuts, the disappointing order book from ASML Holding (ASML), and the lack of indication from Super Micro Computer (SMCI) about its March quarter financials.</p><p>Looking at the valuation, we can notice that Nvidia is still trading at prominently higher levels compared to its peers' EV/Sales and P/E ratios. However, in the case of NVDA stock, the direct comparison is not quite reasonable without considering the growth prospects.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/888456a02ab29871103f61ff6e11a32f\" alt=\"Ratio analysis (Seeking Alpha)\" title=\"Ratio analysis (Seeking Alpha)\" tg-width=\"640\" tg-height=\"180\"/><span>Ratio analysis (Seeking Alpha)</span></p><p>The company is a clear leader in the GPU accelerator segment of the data center market, taking at least 80% up to 97% of it, according to some reports. And to gain some clues about the market dimension, let’s recall AMD’s projection of a $45 billion AI chip total addressable market, or TAM. Given the data center systems spending for 2023, it indicates up to 19% of the overall spending for the year. Moreover, AMD forecasted $400 billion TAM in 2027, citing a substantial increase in AI chip demand.</p><p>Given the above-mentioned numbers, a rough calculation points to around $40 billion in revenue from AI chips for Nvidia in 2023. And if we suppose that the company could retain at least 80% market share, it suggests up to $320 million in revenue by 2027, or 68% CAGR. Quite a bull case, isn’t it? Meanwhile, the analysts from BofA estimated TAM of about $180 billion, which implies a 38% CAGR.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/54d7fb81aeeff1dcfa21668d0dd45b15\" alt=\"Analyst’s growth expectations (Seeking Alpha)\" title=\"Analyst’s growth expectations (Seeking Alpha)\" tg-width=\"597\" tg-height=\"160\"/><span>Analyst’s growth expectations (Seeking Alpha)</span></p><p>The latter growth rate seems reasonable for me, and it’s broadly in line with the analyst’s growth expectations. Meanwhile, the competition is also evolving. Advanced Micro Devices, Inc. (AMD) started shipping its new Instinct MI300X GPU recently, which could challenge Nvidia’s H100 in memory-intensive tasks like large scene rendering and simulation, while the latter has been in production for a year and excels in AI-enhanced workflows and ray-traced rendering performance. Intel (INTC) in turn, is expected to launch Gaudi 3 latter this year with 50% faster performance than H100 when it comes to certain language models. However, Nvidia remains in a strong market position, as the H200 chip should basically hit the market any day now, while the next-generation Blackwell architecture is set to launch later in 2024.</p><p>Another issue that should be discussed is the recent supply constraints for the Hooper architecture, which remains in strong demand, according to the management’s comments. Although the supply picture is reportedly improving, it has become a major bottleneck for technology companies and AI researchers who have to compete for AI chips. As a result, some hyperscalers started to seek in-house AI-accelerator solutions. In particular, Alphabet (GOOGL) is known for its own Cloud TPU (tensor processing unit), Amazon (AMZN) produces Trainium chips, International Business Machines (<a href=\"https://laohu8.com/S/IBM\">IBM</a>) has AIU (artificial intelligence unit), <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) utilizes MTIA (Meta Training and Inference Accelerator) internally, while Microsoft Corp. (MSFT) launched Maia AI accelerator last year.</p><p>Large cloud providers accounted for more than half of Nvidia’s data center revenue, and fears that they could start displacing Nvidia’s products for their in-house solutions are irrelevant in my view. Especially when there are a number of serverless GPU providers that could offer a distinct top-tier multi-GPU combination. And with the expected round of new GPU offerings hitting the market soon, I believe that hyperscalers will continue opting for Nvidia GPUs to retain dominance in the cloud market.</p><p>Concerning the management’s comments that the inference reached more than 40% of the company’s business, and given the price tag of Nvidia’s data center GPUs (Hopper is estimated to cost between $25-40k) and the estimated performance of the alternative GPUs, it undeniably raised concerns about the inference part of business. However, model training is a continuous process that should be run consistently due to the rising sophistication, upgrades, and bug elimination. So, the more data is generated through the inference, the more data should be processed by the model, and the more powerful GPU solutions are required.</p><p>Another strong growth factor for Nvidia is that it remains the leader in the gaming market. The company reported solid consumer demand for gaming hardware during the holiday season, during which I also became an RTX 40 series user, retiring my old GTX card. With the new DLSS technology, Nvidia could dominate the market further since even budget gamers can now opt for the RTX 4050 card and enjoy Cyberpunk 2077 on ultra-settings with enabled Ray Tracing. At the same time, the demand for senior 40 series cards could be encouraged by the rapid proliferation of VR devices and high-resolution monitors. The entry level for which could be the RTX 4070 SUPER, which was recently released, and is the best overall GPU right now. Moreover, the market for AIB discrete GPUs is improving following the COVID device refresh cycle. The latest surveys revealed that graphics card shipments increased by 32% YoY in Q4’23 to 9.5 million units, making an increase for three quarters in a row.</p><h2 id=\"id_1799736774\">Reversion angle</h2><p>Since my last article, the valuation of NVDA has normalized significantly. The forward P/E ratio declined from 59.2x to 35.1x, something that consensus previously expected to happen in Jan 2026 fiscal year. Last time, I mentioned that a 30% growth reversion angle could bring the valuation ratio down to the low 20x in FY2028. However, from the current point of view, this could happen much earlier, as the reversion angle sharpened significantly.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd1c5098d28d84d86fa95e87cd44f74e\" alt=\"Valuation of NVDA; P/E left; EPS right (prepared by author)\" title=\"Valuation of NVDA; P/E left; EPS right (prepared by author)\" tg-width=\"640\" tg-height=\"365\"/><span>Valuation of NVDA; P/E left; EPS right (prepared by author)</span></p><p>The chart above clearly delineates this pattern, as the green line (earnings per share) has climbed significantly, thanks to the accelerated growth of data center segment performance. This brought the company’s P/E ratio down substantially, which is now below the violet line, which in turn indicates median 3Y P/E at 40.5x. The two dotted lines represent one standard deviation above and below the median, and we can see that NVDA’s valuation has been hanging around the lower line over the last 6 months. We can also notice that there is a prominent way for multiple expansion towards the median line, which implies a 15.5% upside to $1 013 share price.</p><p>Before transitioning to the comparison with peers, I would like to clear up the doubts that NVDA has climbed to unsustainable levels.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b4b8d129c78b1a55e239d6ecd5e4cf2\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>Over the last three years, NVDA’s SP has appreciated by 485%, especially since the launch of ChatGPT. However, the earnings growth followed suit, up by 463% for the same period, thus justifying the company’s valuation from the EPS growth perspective.</p><p>Now, compared to AMD, Intel, Broadcom (AVGO) and Qualcomm (QCOM), let’s see how Nvidia is ranking while incorporating future growth expectations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3e17079ca097c546321df5552696e987\" alt=\"EPS growth and P/E scatter (prepared by author )\" title=\"EPS growth and P/E scatter (prepared by author )\" tg-width=\"640\" tg-height=\"324\"/><span>EPS growth and P/E scatter (prepared by author )</span></p><p>Clearly below the trend line, suggesting that the company’s 90%+ earnings growth estimate more than justifies the fwd P/E level of 35.1x. Moreover, it means that to bring the company’s valuation in line with the trend line, NVDA's stock price should appreciate at least to the $954 level, or by 8.8%.</p><p>Finally, I would like to discuss the chart blow in order not to find ourselves in an insidious growth trap. Nvidia reported 5x YoY growth in compute revenue and 3x YoY growth in networking sales, and overall, a 409% YoY surge in data center LOB revenue.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/61726597e0ceb745e1623efb304f433b\" alt=\"Data center revenue (company presentation)\" title=\"Data center revenue (company presentation)\" tg-width=\"441\" tg-height=\"293\"/><span>Data center revenue (company presentation)</span></p><p>Previously, we mentioned that the segment has the potential for up to 38% CAGR over the medium term. But investors may not like to see such low numbers. The recent growth pattern from the chart is due to the low base effect from a year ago, and my point is that market participants should be satisfied even with up to 10% sequential quarterly growth in the data center revenue. Certainly, at some point, NVDA will come down to such rates due to the accelerated growth last year. And given that Nvidia has a leading market share in AI accelerators, we can easily gain insight into the data center cycle because such advanced and expensive GPUs are not usually going through the channel but are sold directly to customers. This means one-for-one impact, bypassing channel inventory, and less volatile market trends compared to gaming, for example. As a result, it’s not likely that we could witness a significant decline in sales, in my view, and the concerns may be raised only in the case of two or three quarters of sequential decrease in data center sales.</p><h2 id=\"id_812255582\">Risk factors</h2><p>The tight monetary policy continues to put pressure on technology budgets. Nvidia is currently a leader in the AI chip market for data centers, while potential supply chain issues could result in stronger adoption of rivals’ products. Risks are also related to further tightening of the U.S. export restrictions in relation to China, which still remains a significant market for Nvidia. In addition, the company has risen strongly over the past year due to the optimistic forecast and positive trends in the AI market. If these trends are compromised by further deterioration of the global economic situation, investors may find themselves disappointed.</p><h2 id=\"id_421798531\">Investment conclusion</h2><p>I am keeping my bullish call on Nvidia since the company delivered much stronger earnings than my previous piece suggested. NVDA is trading at a more than reasonable valuation, as evidenced by peers’ comparisons and EPS growth, offering up to 15% additional upside at current levels.</p><p>I believe that Nvidia will remain in the leading positions for the AI-accelerator solutions, leaving behind all the concerns we mentioned above. At this point, the competition could offer alternatives to Hopper architecture, leaving Nvidia with the potential to skim the cream from the data center’s GPU market with the upcoming next-generation Blackwell chips. With this in mind, I believe that the company could maintain closer to mid-double-digit growth numbers in data center revenue, especially once hyperscalers and other cloud GPU providers start deploying leading-edge AI hardware to handle more demanding models.</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's Reversion Angle Became Steeper</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's Reversion Angle Became Steeper\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 15:00 GMT+8 <a href=https://seekingalpha.com/article/4687220-nvidia-reversion-angle-became-steeper><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation has sharpened the growth reversion angle that I mentioned last time significantly.The market demand profile for AI accelerators is expected to be solid, which could benefit Nvidia’s...</p>\n\n<a href=\"https://seekingalpha.com/article/4687220-nvidia-reversion-angle-became-steeper\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4512":"苹果概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4514":"搜索引擎","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4516":"特朗普概念","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","NVDA":"英伟达","BK4515":"5G概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","BK4576":"AR","BK4147":"半导体设备","BK4575":"芯片概念","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4077":"互动媒体与服务","BK4141":"半导体产品","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD"},"source_url":"https://seekingalpha.com/article/4687220-nvidia-reversion-angle-became-steeper","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2431899995","content_text":"Nvidia Corporation has sharpened the growth reversion angle that I mentioned last time significantly.The market demand profile for AI accelerators is expected to be solid, which could benefit Nvidia’s upcoming leading-edge Blackwell architecture.The valuation of Nvidia suggests up to 15% upside potential, leaving behind all the concerns discussed in the article.BING-JHEN HONGI am still bullish on NVDA, and in my view, its share price (\"SP\") could appreciate further by up to 15%, especially with the launch of the new generation Blackwell architecture. In this piece, I will go through the growth potential in data centers and gaming segments and try to present that Nvidia is more than reasonably valued when looking at peers’ comparisons, historical levels, and earnings growth.Growth prospects in this valuationNvidia has become the main beneficiary of the hype around artificial intelligence, as the stock has appreciated 418% since the launch of Cath GPT. Amid the rapid development of AI technology, which requires a whole new level of HPC for model training/inference, the company saw a significant uptick in demand for GPU-based solutions.Data by YChartsIn addition to the record financials, NVDA reached record valuations, which were unsustainable for those who called it a bubble. However, the stock took a setback recently with a number of concerns behind that, including the pushed back Fed’s interest rate cuts, the disappointing order book from ASML Holding (ASML), and the lack of indication from Super Micro Computer (SMCI) about its March quarter financials.Looking at the valuation, we can notice that Nvidia is still trading at prominently higher levels compared to its peers' EV/Sales and P/E ratios. However, in the case of NVDA stock, the direct comparison is not quite reasonable without considering the growth prospects.Ratio analysis (Seeking Alpha)The company is a clear leader in the GPU accelerator segment of the data center market, taking at least 80% up to 97% of it, according to some reports. And to gain some clues about the market dimension, let’s recall AMD’s projection of a $45 billion AI chip total addressable market, or TAM. Given the data center systems spending for 2023, it indicates up to 19% of the overall spending for the year. Moreover, AMD forecasted $400 billion TAM in 2027, citing a substantial increase in AI chip demand.Given the above-mentioned numbers, a rough calculation points to around $40 billion in revenue from AI chips for Nvidia in 2023. And if we suppose that the company could retain at least 80% market share, it suggests up to $320 million in revenue by 2027, or 68% CAGR. Quite a bull case, isn’t it? Meanwhile, the analysts from BofA estimated TAM of about $180 billion, which implies a 38% CAGR.Analyst’s growth expectations (Seeking Alpha)The latter growth rate seems reasonable for me, and it’s broadly in line with the analyst’s growth expectations. Meanwhile, the competition is also evolving. Advanced Micro Devices, Inc. (AMD) started shipping its new Instinct MI300X GPU recently, which could challenge Nvidia’s H100 in memory-intensive tasks like large scene rendering and simulation, while the latter has been in production for a year and excels in AI-enhanced workflows and ray-traced rendering performance. Intel (INTC) in turn, is expected to launch Gaudi 3 latter this year with 50% faster performance than H100 when it comes to certain language models. However, Nvidia remains in a strong market position, as the H200 chip should basically hit the market any day now, while the next-generation Blackwell architecture is set to launch later in 2024.Another issue that should be discussed is the recent supply constraints for the Hooper architecture, which remains in strong demand, according to the management’s comments. Although the supply picture is reportedly improving, it has become a major bottleneck for technology companies and AI researchers who have to compete for AI chips. As a result, some hyperscalers started to seek in-house AI-accelerator solutions. In particular, Alphabet (GOOGL) is known for its own Cloud TPU (tensor processing unit), Amazon (AMZN) produces Trainium chips, International Business Machines (IBM) has AIU (artificial intelligence unit), Meta Platforms (META) utilizes MTIA (Meta Training and Inference Accelerator) internally, while Microsoft Corp. (MSFT) launched Maia AI accelerator last year.Large cloud providers accounted for more than half of Nvidia’s data center revenue, and fears that they could start displacing Nvidia’s products for their in-house solutions are irrelevant in my view. Especially when there are a number of serverless GPU providers that could offer a distinct top-tier multi-GPU combination. And with the expected round of new GPU offerings hitting the market soon, I believe that hyperscalers will continue opting for Nvidia GPUs to retain dominance in the cloud market.Concerning the management’s comments that the inference reached more than 40% of the company’s business, and given the price tag of Nvidia’s data center GPUs (Hopper is estimated to cost between $25-40k) and the estimated performance of the alternative GPUs, it undeniably raised concerns about the inference part of business. However, model training is a continuous process that should be run consistently due to the rising sophistication, upgrades, and bug elimination. So, the more data is generated through the inference, the more data should be processed by the model, and the more powerful GPU solutions are required.Another strong growth factor for Nvidia is that it remains the leader in the gaming market. The company reported solid consumer demand for gaming hardware during the holiday season, during which I also became an RTX 40 series user, retiring my old GTX card. With the new DLSS technology, Nvidia could dominate the market further since even budget gamers can now opt for the RTX 4050 card and enjoy Cyberpunk 2077 on ultra-settings with enabled Ray Tracing. At the same time, the demand for senior 40 series cards could be encouraged by the rapid proliferation of VR devices and high-resolution monitors. The entry level for which could be the RTX 4070 SUPER, which was recently released, and is the best overall GPU right now. Moreover, the market for AIB discrete GPUs is improving following the COVID device refresh cycle. The latest surveys revealed that graphics card shipments increased by 32% YoY in Q4’23 to 9.5 million units, making an increase for three quarters in a row.Reversion angleSince my last article, the valuation of NVDA has normalized significantly. The forward P/E ratio declined from 59.2x to 35.1x, something that consensus previously expected to happen in Jan 2026 fiscal year. Last time, I mentioned that a 30% growth reversion angle could bring the valuation ratio down to the low 20x in FY2028. However, from the current point of view, this could happen much earlier, as the reversion angle sharpened significantly.Valuation of NVDA; P/E left; EPS right (prepared by author)The chart above clearly delineates this pattern, as the green line (earnings per share) has climbed significantly, thanks to the accelerated growth of data center segment performance. This brought the company’s P/E ratio down substantially, which is now below the violet line, which in turn indicates median 3Y P/E at 40.5x. The two dotted lines represent one standard deviation above and below the median, and we can see that NVDA’s valuation has been hanging around the lower line over the last 6 months. We can also notice that there is a prominent way for multiple expansion towards the median line, which implies a 15.5% upside to $1 013 share price.Before transitioning to the comparison with peers, I would like to clear up the doubts that NVDA has climbed to unsustainable levels.Data by YChartsOver the last three years, NVDA’s SP has appreciated by 485%, especially since the launch of ChatGPT. However, the earnings growth followed suit, up by 463% for the same period, thus justifying the company’s valuation from the EPS growth perspective.Now, compared to AMD, Intel, Broadcom (AVGO) and Qualcomm (QCOM), let’s see how Nvidia is ranking while incorporating future growth expectations.EPS growth and P/E scatter (prepared by author )Clearly below the trend line, suggesting that the company’s 90%+ earnings growth estimate more than justifies the fwd P/E level of 35.1x. Moreover, it means that to bring the company’s valuation in line with the trend line, NVDA's stock price should appreciate at least to the $954 level, or by 8.8%.Finally, I would like to discuss the chart blow in order not to find ourselves in an insidious growth trap. Nvidia reported 5x YoY growth in compute revenue and 3x YoY growth in networking sales, and overall, a 409% YoY surge in data center LOB revenue.Data center revenue (company presentation)Previously, we mentioned that the segment has the potential for up to 38% CAGR over the medium term. But investors may not like to see such low numbers. The recent growth pattern from the chart is due to the low base effect from a year ago, and my point is that market participants should be satisfied even with up to 10% sequential quarterly growth in the data center revenue. Certainly, at some point, NVDA will come down to such rates due to the accelerated growth last year. And given that Nvidia has a leading market share in AI accelerators, we can easily gain insight into the data center cycle because such advanced and expensive GPUs are not usually going through the channel but are sold directly to customers. This means one-for-one impact, bypassing channel inventory, and less volatile market trends compared to gaming, for example. As a result, it’s not likely that we could witness a significant decline in sales, in my view, and the concerns may be raised only in the case of two or three quarters of sequential decrease in data center sales.Risk factorsThe tight monetary policy continues to put pressure on technology budgets. Nvidia is currently a leader in the AI chip market for data centers, while potential supply chain issues could result in stronger adoption of rivals’ products. Risks are also related to further tightening of the U.S. export restrictions in relation to China, which still remains a significant market for Nvidia. In addition, the company has risen strongly over the past year due to the optimistic forecast and positive trends in the AI market. If these trends are compromised by further deterioration of the global economic situation, investors may find themselves disappointed.Investment conclusionI am keeping my bullish call on Nvidia since the company delivered much stronger earnings than my previous piece suggested. NVDA is trading at a more than reasonable valuation, as evidenced by peers’ comparisons and EPS growth, offering up to 15% additional upside at current levels.I believe that Nvidia will remain in the leading positions for the AI-accelerator solutions, leaving behind all the concerns we mentioned above. At this point, the competition could offer alternatives to Hopper architecture, leaving Nvidia with the potential to skim the cream from the data center’s GPU market with the upcoming next-generation Blackwell chips. With this in mind, I believe that the company could maintain closer to mid-double-digit growth numbers in data center revenue, especially once hyperscalers and other cloud GPU providers start deploying leading-edge AI hardware to handle more demanding models.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}