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2024-12-20

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2024-12-13

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AMD: 2 Reasons To Be Greedy When Others Are Fearful

2024-12-11

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2024-12-11

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2024-12-10

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@Tiger_comments:Apple Reclaims No.1 Spot! Do You Prefer Innovation or Steady Companies?

2024-12-10

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2024-12-10

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2024-11-25

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Exclusive - US Ordered TSMC to Halt Shipments to Chinese Customers of Chips Used in AI Applications Starting Monday -- Source

2024-11-07

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PUT$","images":[{"img":"https://community-static.tradeup.com/news/5cc2e3429cc41aee3607c7750d51c7ff","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383428203971096","isVote":1,"tweetType":1,"viewCount":1933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":383428037796272,"gmtCreate":1734651676165,"gmtModify":1734651678892,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/LLY 20241227 755.0 PUT\">$LLY 20241227 755.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/LLY 20241227 755.0 PUT\">$LLY 20241227 755.0 PUT$ 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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382866658574336","repostId":"2492659989","repostType":2,"isVote":1,"tweetType":1,"viewCount":2054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381356871487648,"gmtCreate":1734136025047,"gmtModify":1734136027837,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/LLY 20241227 775.0 PUT\">$LLY 20241227 775.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/LLY 20241227 775.0 PUT\">$LLY 20241227 775.0 PUT$ </a>&nbsp;","text":"$LLY 20241227 775.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/7cb113f21e01e23c4c9c65b1cf195fa1","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381356871487648","isVote":1,"tweetType":1,"viewCount":2349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":381079848198368,"gmtCreate":1734068474908,"gmtModify":1734068478925,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"Would you take the dip?","listText":"Would you take the dip?","text":"Would you take the dip?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381079848198368","repostId":"1175252054","repostType":2,"repost":{"id":"1175252054","kind":"news","pubTimestamp":1734066525,"share":"https://ttm.financial/m/news/1175252054?lang=&edition=fundamental","pubTime":"2024-12-13 13:08","market":"us","language":"en","title":"AMD: 2 Reasons To Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1175252054","media":"Seeking Alpha","summary":"SummaryAdvanced Micro Devices, Inc.'s Q3 earnings were followed by large price corrections.These corrections are mostly due to concerns of uncertainties in PC demand and AI chip cycle.The prevailing s","content":"<html><head></head><body><h2 id=\"id_3010646614\">Summary</h2><ul style=\"\"><li><p>Advanced Micro Devices, Inc.&#39;s Q3 earnings were followed by large price corrections.</p></li><li><p>These corrections are mostly due to concerns of uncertainties in PC demand and AI chip cycle.</p></li><li><p>The prevailing sentiment has gone too far in the fear extreme.</p></li><li><p>It has factored in the downside risks already but largely ignored the positives such as its robust economic earnings, attractive valuation, and improving inventory data.</p></li><li><p>I am Envision Research. I hold a Masters in Quant Investment. I lead the investing group Envision Early Retirement where we offer proven solutions to generate both high income &amp; high growth with isolated risks.</p></li></ul><h2 id=\"id_1114809596\">AMD Stock: Previous Thesis and Q3 Earnings</h2><p>I last wrote on <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices, Inc.</a> back in October 2024. As reflected in the article’s title, “AMD Q3 Preview: Status Of The Cycle,” it was a preview of its FY Q3 earnings report (ER). In the article, I argued for a bullish thesis based on the use of Taiwan Semiconductor Manufacturing’s (TSM) strong Q3 earnings as a leading signal for AMD’s business cycle. To be more explicit, I argued that:</p><blockquote><p><em>TSM recently reported strong Q3 earnings, largely driven by AI and high-performance computing demand. TSM’s earnings growth foreshadows a strong Q3 from AMD, given AMD&#39;s position in these segments. In particular, when considered in combination with AMD’s historical cyclicality, I think AMD is very likely entering a new expansion phase.</em></p></blockquote><p>Since that time, there have been a few new catalysts evolving around AMD stock. These catalysts have titled the prevailing sentiment surrounding the stock to the fear extreme in my view. In the remainder of this, I will elaborate on some top causes of such fear and argue why the fear is overblown. As such, this article reiterates my BUY rating on the stock.</p><p>The first new catalyst since my last writing was the Q3 ER itself. As seen from the screenshot below, AMD announced its Q3 earnings on October 26, 2024, shortly after my last article. The earnings are quite robust as I expected. To wit, the normalized EPS was $0.92, which was in line with expectations. The GAAP EPS was $0.47, beating estimates by $0.06. Revenue came in at $6.828 billion, exceeding expectations by $104.33 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a5dff6b9057cf96aa6341915f6b26b4\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"119\"/><span>Seeking Alpha</span></p><p>However, there are also some areas of the ER that deviated from my expectations. The most notable area is the demand outlook for both PC and AI-related chips. These issues have created uncertainties for the company’s future growth. As a reflection of such uncertainties, EPS revisions for the stock were dominated by downward revisions as seen. Only 5 analysts upped their estimates over the past 90 days, against a total of 29 downward revisions.</p><h2 id=\"id_3125716117\">AMD Stock: Fear is Overblown</h2><p>And admittedly, there are good reasons behind the prevailing downward revisions. For example, leading institutional analysts are expecting tampered demand from leading AI customers. For example, Citi analysts believe that:</p><blockquote><p>...<em>industry stalwart Broadcom’s F1Q25 guidance will be tempered as there appears to be a slowdown in orders from leading AI customer Google.</em></p></blockquote><p>Speaking of GOOG, another new catalyst that could have a far-reaching impact on AMD is the latest advancements in quantum chips. I don’t use the phrase “game changing” lightly, and quantum chips are among the few game-changing technologies in my mind. More specifically, GOOG recently unveiled its Willow quantum computing chip. According to a study published in <em>Nature</em>:</p><blockquote><p><em>The chip is capable of handling complex calculations in a span of five minutes, while the world’s most powerful supercomputers would need 10 septillion years. &#34;Our results present device performance that, if scaled, could realize the operational requirements of large-scale fault-tolerant quantum algorithms, Google researchers wrote in the study&#39;s abstract.</em></p></blockquote><p>These near-term and long-term factors have helped to pressure AMD’s stock price. As seen in the chart below, its stock price has declined significantly over the past few months, dropping almost 20% in the past 6 months while the broader market enjoyed a strong rally.</p><p>The current situation surrounding AMD has reminded me of the adage of being greedy when others are fearful. And I do see two particular reasons to be greedy in this case, 1) the stock’s attractive valuation, especially adjusted by growth and growth CAPEX, and 2) the improving inventory data.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d2d4d61433f4d73616783551839a76f9\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"214\"/><span>Seeking Alpha</span></p><h2 id=\"id_3283242102\">AMD Stock: Attractive P/E and PEG Multiples</h2><p>The prevailing fearful sentiment has brought the stock’s P/E to a very attractive level, especially when adjusted for its growth outlook. More specifically, the next table provides EPS estimates for AMD in the next five years. These estimates show a rapid increase in its earnings, with a compound annual growth rate (CAGR) of 36.6%. The current forward P/E ratio is about 38x. As such, the PEG (P/E growth) ratio is about 1x, the gold standard for most GARP investors (growth at a reasonable price).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/048ed707e8625bcd60bd6dde73bd0cf4\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"127\"/><span>Seeking Alpha</span></p><p>More importantly, as a fabless chip player, AMD features a very capital-light model, and its CAPEX is largely towards growth CAPEX (rather than maintenance CAPEX). Hence, its accounting EPS represents a substantial underestimation of its true owners’ earnings (OE).</p><p>The detailed analysis of its OE is a bit involved, so here I will skip the process and only quote the results. These results were obtained following the approach described in Greenwald’s book entitled Value Investing.</p><blockquote><p><em>The growth part should actually be considered part of the OE because it can be returned to the owners if the owners decide not to grow the business anymore – a key insight that investors like Buffett have recognized. The growth CAPEX for AMD is estimated in these steps. First, calculate the ratio of PPE (properties, plants, and equipment) to sales for each of the five prior years and find the average. We use this to indicate the dollars of PPE it takes to support each dollar of sales. We then multiply this ratio by the growth (or decrease) in sales dollars the company has achieved in the current year. The result of that calculation is growth CAPEX. We then subtract it from total CAPEX to arrive at maintenance CAPEX.</em></p></blockquote><p>Following these steps, the next chart summarizes my results for AMD’s OE recently. As you can clearly see, AMD’s OE has systematically and considerably exceeded its accounting EPS. For readers who do not want to go over the trouble of sorting out the growth CAPEX, the fact that its free cash flow (“FCF”) has been in general above its accounting EPS provides an easy and quick indicator for its capital-light model already. Quantitatively, my results show that AMD’s OE is about 32% higher than its accounting EPS based on its 2024 EPS estimate and CAPEX outlay. Thus, its P/E based on owners’ earnings would be about 32% lower than its accounting P/E.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/739d68bd799c9211a2db389a895dcab2\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"358\"/><span>Author</span></p><h2 id=\"id_165580000\">AMD Stock: Improving Inventory Data</h2><p>The second reason to be greedy here is that AMD’s latest inventory data is improving. For growth and cyclical businesses like the chip industry, I strongly urge investors to start looking at their inventory data following these insights from Peter Lynch:</p><blockquote><p><em>To start, unlike many other financial data that are more open to interpretation, inventory is one of the less ambiguous financial data. Lynch also explained why inventory levels can be a telltale sign of business cycles. Especially for cyclical businesses, inventory buildup is a warning sign, which indicates the company (or sector) might be overproducing while the demand is already softening. Conversely, depleting inventory could be an early sign of a recovery.</em></p></blockquote><p>In the case of AMD, the chart below illustrates its inventory (in dollar amount, top panel) and also days of inventory outstanding (bottom panel) recently. As seen, its inventory has been steadily increasing and currently sits at a record level of $5.374 billion as of Q3 2024.</p><p>A high level of inventory is only a bad sign when it outgrows the pace of sales growth, which was unfortunately the case for AMD in the past few quarters. As seen, its Days of Inventory Outstanding (DIO) fluctuated in the past few years but has followed an overall upward trend since 2020. In particular, the DIO peaked at around 150 days in early 2024. However, the latest inventory data began to show a reversal of the trend. Its DIO decreased from the peak level of 150 days to the current level of 139 days.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6940d76ff0781c81ce1d2a71d15d6f5d\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"369\"/><span>Seeking Alpha</span></p><h2 id=\"id_3418485762\">Other Risks and Final Thoughts</h2><p>In terms of downside risks, as mentioned earlier, the cycle of the AI chip demand is the top near-term risk, and disruptive technologies such as quantum computing chips are lurking as a long-term risk. Besides these risks, the competition pressure in the data center market is also a risk among my top concerns. Recently, AMD has been making gains in the data center market, replacing existing offerings with its <em>EPYC </em>central processing units. These newer products are known for their performance and energy efficiency advantages. However, its competitive position against the sector leader Nvidia (NVDA) is still quite fluid in my view with NVDA’s Blackwell chips, which also feature a substantial boost to computing performance and energy efficiency compared to its earlier chips.</p><p>All told, my verdict is that these downside risks are already well priced in under the current conditions. Actually, I consider the price corrections to be overdone due to the fearful market sentiment despite sound business fundamentals as reflected in its robust cash flow, economic earnings, and inventory data. I consider this a good contrarian opportunity to be greedy and bet against the prevailing sentiment. As such, this article reiterates my buy rating on the stock.</p></body></html>","source":"lsy1728464409321","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>AMD: 2 Reasons To Be Greedy When Others Are Fearful</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\">\nAMD: 2 Reasons To Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-13 13:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4743717-amd-2-reasons-to-be-greedy-when-others-are-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAdvanced Micro Devices, Inc.'s Q3 earnings were followed by large price corrections.These corrections are mostly due to concerns of uncertainties in PC demand and AI chip cycle.The prevailing ...</p>\n\n<a href=\"https://seekingalpha.com/article/4743717-amd-2-reasons-to-be-greedy-when-others-are-fearful\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4743717-amd-2-reasons-to-be-greedy-when-others-are-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175252054","content_text":"SummaryAdvanced Micro Devices, Inc.'s Q3 earnings were followed by large price corrections.These corrections are mostly due to concerns of uncertainties in PC demand and AI chip cycle.The prevailing sentiment has gone too far in the fear extreme.It has factored in the downside risks already but largely ignored the positives such as its robust economic earnings, attractive valuation, and improving inventory data.I am Envision Research. I hold a Masters in Quant Investment. I lead the investing group Envision Early Retirement where we offer proven solutions to generate both high income & high growth with isolated risks.AMD Stock: Previous Thesis and Q3 EarningsI last wrote on Advanced Micro Devices, Inc. back in October 2024. As reflected in the article’s title, “AMD Q3 Preview: Status Of The Cycle,” it was a preview of its FY Q3 earnings report (ER). In the article, I argued for a bullish thesis based on the use of Taiwan Semiconductor Manufacturing’s (TSM) strong Q3 earnings as a leading signal for AMD’s business cycle. To be more explicit, I argued that:TSM recently reported strong Q3 earnings, largely driven by AI and high-performance computing demand. TSM’s earnings growth foreshadows a strong Q3 from AMD, given AMD's position in these segments. In particular, when considered in combination with AMD’s historical cyclicality, I think AMD is very likely entering a new expansion phase.Since that time, there have been a few new catalysts evolving around AMD stock. These catalysts have titled the prevailing sentiment surrounding the stock to the fear extreme in my view. In the remainder of this, I will elaborate on some top causes of such fear and argue why the fear is overblown. As such, this article reiterates my BUY rating on the stock.The first new catalyst since my last writing was the Q3 ER itself. As seen from the screenshot below, AMD announced its Q3 earnings on October 26, 2024, shortly after my last article. The earnings are quite robust as I expected. To wit, the normalized EPS was $0.92, which was in line with expectations. The GAAP EPS was $0.47, beating estimates by $0.06. Revenue came in at $6.828 billion, exceeding expectations by $104.33 million.Seeking AlphaHowever, there are also some areas of the ER that deviated from my expectations. The most notable area is the demand outlook for both PC and AI-related chips. These issues have created uncertainties for the company’s future growth. As a reflection of such uncertainties, EPS revisions for the stock were dominated by downward revisions as seen. Only 5 analysts upped their estimates over the past 90 days, against a total of 29 downward revisions.AMD Stock: Fear is OverblownAnd admittedly, there are good reasons behind the prevailing downward revisions. For example, leading institutional analysts are expecting tampered demand from leading AI customers. For example, Citi analysts believe that:...industry stalwart Broadcom’s F1Q25 guidance will be tempered as there appears to be a slowdown in orders from leading AI customer Google.Speaking of GOOG, another new catalyst that could have a far-reaching impact on AMD is the latest advancements in quantum chips. I don’t use the phrase “game changing” lightly, and quantum chips are among the few game-changing technologies in my mind. More specifically, GOOG recently unveiled its Willow quantum computing chip. According to a study published in Nature:The chip is capable of handling complex calculations in a span of five minutes, while the world’s most powerful supercomputers would need 10 septillion years. \"Our results present device performance that, if scaled, could realize the operational requirements of large-scale fault-tolerant quantum algorithms, Google researchers wrote in the study's abstract.These near-term and long-term factors have helped to pressure AMD’s stock price. As seen in the chart below, its stock price has declined significantly over the past few months, dropping almost 20% in the past 6 months while the broader market enjoyed a strong rally.The current situation surrounding AMD has reminded me of the adage of being greedy when others are fearful. And I do see two particular reasons to be greedy in this case, 1) the stock’s attractive valuation, especially adjusted by growth and growth CAPEX, and 2) the improving inventory data.Seeking AlphaAMD Stock: Attractive P/E and PEG MultiplesThe prevailing fearful sentiment has brought the stock’s P/E to a very attractive level, especially when adjusted for its growth outlook. More specifically, the next table provides EPS estimates for AMD in the next five years. These estimates show a rapid increase in its earnings, with a compound annual growth rate (CAGR) of 36.6%. The current forward P/E ratio is about 38x. As such, the PEG (P/E growth) ratio is about 1x, the gold standard for most GARP investors (growth at a reasonable price).Seeking AlphaMore importantly, as a fabless chip player, AMD features a very capital-light model, and its CAPEX is largely towards growth CAPEX (rather than maintenance CAPEX). Hence, its accounting EPS represents a substantial underestimation of its true owners’ earnings (OE).The detailed analysis of its OE is a bit involved, so here I will skip the process and only quote the results. These results were obtained following the approach described in Greenwald’s book entitled Value Investing.The growth part should actually be considered part of the OE because it can be returned to the owners if the owners decide not to grow the business anymore – a key insight that investors like Buffett have recognized. The growth CAPEX for AMD is estimated in these steps. First, calculate the ratio of PPE (properties, plants, and equipment) to sales for each of the five prior years and find the average. We use this to indicate the dollars of PPE it takes to support each dollar of sales. We then multiply this ratio by the growth (or decrease) in sales dollars the company has achieved in the current year. The result of that calculation is growth CAPEX. We then subtract it from total CAPEX to arrive at maintenance CAPEX.Following these steps, the next chart summarizes my results for AMD’s OE recently. As you can clearly see, AMD’s OE has systematically and considerably exceeded its accounting EPS. For readers who do not want to go over the trouble of sorting out the growth CAPEX, the fact that its free cash flow (“FCF”) has been in general above its accounting EPS provides an easy and quick indicator for its capital-light model already. Quantitatively, my results show that AMD’s OE is about 32% higher than its accounting EPS based on its 2024 EPS estimate and CAPEX outlay. Thus, its P/E based on owners’ earnings would be about 32% lower than its accounting P/E.AuthorAMD Stock: Improving Inventory DataThe second reason to be greedy here is that AMD’s latest inventory data is improving. For growth and cyclical businesses like the chip industry, I strongly urge investors to start looking at their inventory data following these insights from Peter Lynch:To start, unlike many other financial data that are more open to interpretation, inventory is one of the less ambiguous financial data. Lynch also explained why inventory levels can be a telltale sign of business cycles. Especially for cyclical businesses, inventory buildup is a warning sign, which indicates the company (or sector) might be overproducing while the demand is already softening. Conversely, depleting inventory could be an early sign of a recovery.In the case of AMD, the chart below illustrates its inventory (in dollar amount, top panel) and also days of inventory outstanding (bottom panel) recently. As seen, its inventory has been steadily increasing and currently sits at a record level of $5.374 billion as of Q3 2024.A high level of inventory is only a bad sign when it outgrows the pace of sales growth, which was unfortunately the case for AMD in the past few quarters. As seen, its Days of Inventory Outstanding (DIO) fluctuated in the past few years but has followed an overall upward trend since 2020. In particular, the DIO peaked at around 150 days in early 2024. However, the latest inventory data began to show a reversal of the trend. Its DIO decreased from the peak level of 150 days to the current level of 139 days.Seeking AlphaOther Risks and Final ThoughtsIn terms of downside risks, as mentioned earlier, the cycle of the AI chip demand is the top near-term risk, and disruptive technologies such as quantum computing chips are lurking as a long-term risk. Besides these risks, the competition pressure in the data center market is also a risk among my top concerns. Recently, AMD has been making gains in the data center market, replacing existing offerings with its EPYC central processing units. These newer products are known for their performance and energy efficiency advantages. However, its competitive position against the sector leader Nvidia (NVDA) is still quite fluid in my view with NVDA’s Blackwell chips, which also feature a substantial boost to computing performance and energy efficiency compared to its earlier chips.All told, my verdict is that these downside risks are already well priced in under the current conditions. Actually, I consider the price corrections to be overdone due to the fearful market sentiment despite sound business fundamentals as reflected in its robust cash flow, economic earnings, and inventory data. I consider this a good contrarian opportunity to be greedy and bet against the prevailing sentiment. As such, this article reiterates my buy rating on the stock.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":1774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380241123963016,"gmtCreate":1733860228623,"gmtModify":1733860232365,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/LLY 20241220 805.0 PUT\">$LLY 20241220 805.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/LLY 20241220 805.0 PUT\">$LLY 20241220 805.0 PUT$ </a>&nbsp;","text":"$LLY 20241220 805.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/6ae513525dde4c7690b402cd6b90ffa3","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380241123963016","isVote":1,"tweetType":1,"viewCount":2393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":380249360416784,"gmtCreate":1733860209817,"gmtModify":1733860212494,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/IWM 20241227 240.0 PUT\">$IWM 20241227 240.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/IWM 20241227 240.0 PUT\">$IWM 20241227 240.0 PUT$ </a>&nbsp;","text":"$IWM 20241227 240.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/e6f1a0cb42a85d4cd4a642288aa56fbe","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380249360416784","isVote":1,"tweetType":1,"viewCount":2038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":380145164706064,"gmtCreate":1733860182926,"gmtModify":1733860185853,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/LLY 20241220 800.0 PUT\">$LLY 20241220 800.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/LLY 20241220 800.0 PUT\">$LLY 20241220 800.0 PUT$ </a>&nbsp;","text":"$LLY 20241220 800.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/689b417467ef4992e06bd63e9ef206f1","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380145164706064","isVote":1,"tweetType":1,"viewCount":2125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":379845490790720,"gmtCreate":1733787060233,"gmtModify":1733787063768,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"Interesting article on XOM","listText":"Interesting article on XOM","text":"Interesting article on XOM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379845490790720","repostId":"377638312210448","repostType":1,"repost":{"id":377638312210448,"gmtCreate":1733218745534,"gmtModify":1733271002029,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Apple Reclaims No.1 Spot! Do You Prefer Innovation or Steady Companies?","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> hits a record high of $240, with a market cap of $3.62 trillion, reclaiming its position as the largest company by market value in the US stock market.As an investor, do you prefer innovation-driven companies or those with steady growth?In 2024, the&nbsp;battle for the top market cap is mainly between <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> and <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> .Nvidia has surged 2,000% over the past five years, benefiting from the Bitcoin mining and AI booms.In contrast, Apple enjoys a strong moat from its product ecosystem but has been more conservative in the AI and Bitcoin spaces. Apple Intelligence has yet to launch, and a survey shows that only 30% of users are inte","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> hits a record high of $240, with a market cap of $3.62 trillion, reclaiming its position as the largest company by market value in the US stock market.As an investor, do you prefer innovation-driven companies or those with steady growth?In 2024, the&nbsp;battle for the top market cap is mainly between <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> and <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> .Nvidia has surged 2,000% over the past five years, benefiting from the Bitcoin mining and AI booms.In contrast, Apple enjoys a strong moat from its product ecosystem but has been more conservative in the AI and Bitcoin spaces. Apple Intelligence has yet to launch, and a survey shows that only 30% of users are inte","text":"$Apple(AAPL)$ hits a record high of $240, with a market cap of $3.62 trillion, reclaiming its position as the largest company by market value in the US stock market.As an investor, do you prefer innovation-driven companies or those with steady growth?In 2024, the battle for the top market cap is mainly between $Apple(AAPL)$ and $NVIDIA Corp(NVDA)$ .Nvidia has surged 2,000% over the past five years, benefiting from the Bitcoin mining and AI booms.In contrast, Apple enjoys a strong moat from its product ecosystem but has been more conservative in the AI and Bitcoin spaces. Apple Intelligence has yet to launch, and a survey shows that only 30% of users are inte","images":[{"img":"https://community-static.tradeup.com/news/e7f0f52cf0282629e1c48707f1b23d2e","width":"1200","height":"1564"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377638312210448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380180449120584,"gmtCreate":1733785045616,"gmtModify":1733785050396,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380180449120584","repostId":"2488917313","repostType":2,"isVote":1,"tweetType":1,"viewCount":2001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379752689832256,"gmtCreate":1733764403750,"gmtModify":1733764644253,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/GOOGL 20250103 175.0 CALL\">$GOOGL 20250103 175.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/GOOGL 20250103 175.0 CALL\">$GOOGL 20250103 175.0 CALL$ </a>&nbsp;","text":"$GOOGL 20250103 175.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/e36c1efe7796c419a7eaf42cd82de2c9","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/379752689832256","isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010968","idStr":"10000000000010968"},"content":"It's wonderful to see your investments flourishing. Your focus on value investing is a winning strategy. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"It's wonderful to see your investments flourishing. Your focus on value investing is a winning strategy. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"It's wonderful to see your investments flourishing. Your focus on value investing is a winning strategy. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374712122404880,"gmtCreate":1732491811776,"gmtModify":1732491813950,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374712122404880","repostId":"373846135951392","repostType":1,"repost":{"id":373846135951392,"gmtCreate":1732289890502,"gmtModify":1732289922814,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740637684170","idStr":"4102740637684170"},"themes":[],"title":"MSTR back to 300? Details of Citron's Short Position","htmlText":"<a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$</a>On Thursday, bitcoin holder MSTR plunged 16%, seemingly due to Citron Research's short announcement. Citron stated that MSTR's trading volume had completely disconnected from bitcoin fundamentals. While still bullish on bitcoin, they're hedging by shorting MSTR.Notably, Citron's X statement came at 10:43 PM on November 21st, after Thursday's close. MSTR had already fallen 16% before closing, suggesting Citron may be taking credit for the decline.Citron didn't disclose their short position type - stocks or options. Given options allow for both price and volatility shorts, I suspect they're using options, likely selling calls to short both volatility and price.Thursday saw numerous large call sales, any of which could be Citron'","listText":"<a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$</a>On Thursday, bitcoin holder MSTR plunged 16%, seemingly due to Citron Research's short announcement. Citron stated that MSTR's trading volume had completely disconnected from bitcoin fundamentals. While still bullish on bitcoin, they're hedging by shorting MSTR.Notably, Citron's X statement came at 10:43 PM on November 21st, after Thursday's close. MSTR had already fallen 16% before closing, suggesting Citron may be taking credit for the decline.Citron didn't disclose their short position type - stocks or options. Given options allow for both price and volatility shorts, I suspect they're using options, likely selling calls to short both volatility and price.Thursday saw numerous large call sales, any of which could be Citron'","text":"$MicroStrategy(MSTR)$On Thursday, bitcoin holder MSTR plunged 16%, seemingly due to Citron Research's short announcement. Citron stated that MSTR's trading volume had completely disconnected from bitcoin fundamentals. While still bullish on bitcoin, they're hedging by shorting MSTR.Notably, Citron's X statement came at 10:43 PM on November 21st, after Thursday's close. MSTR had already fallen 16% before closing, suggesting Citron may be taking credit for the decline.Citron didn't disclose their short position type - stocks or options. Given options allow for both price and volatility shorts, I suspect they're using options, likely selling calls to short both volatility and price.Thursday saw numerous large call sales, any of which could be Citron'","images":[{"img":"https://static.tigerbbs.com/a2f91f6e85c1dc8dedbde170c9998d59","width":"2414","height":"410"},{"img":"https://static.tigerbbs.com/790270f8da9984132d6671f97bdbe57b","width":"905","height":"1595"},{"img":"https://static.tigerbbs.com/63fc949ee2b78f716fb3a3d591cc664e","width":"2420","height":"152"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373846135951392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370340911153512,"gmtCreate":1731453198284,"gmtModify":1731453201653,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370340911153512","repostId":"2483206122","repostType":2,"isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369339533590624,"gmtCreate":1731208368669,"gmtModify":1731208371969,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369339533590624","repostId":"2482006224","repostType":2,"repost":{"id":"2482006224","kind":"live","pubTimestamp":1731198616,"share":"https://ttm.financial/m/news/2482006224?lang=&edition=fundamental","pubTime":"2024-11-10 08:30","market":"us","language":"en","title":"Exclusive - US Ordered TSMC  to Halt Shipments to Chinese Customers of Chips Used in AI Applications Starting Monday -- Source","url":"https://stock-news.laohu8.com/highlight/detail?id=2482006224","media":"THOMSON REUTERS","summary":"Exclusive - US Ordered TSMC  to Halt Shipments to Chinese Customers of Chips Used in AI Applications","content":"<html><body><p>Exclusive - US Ordered TSMC  to Halt Shipments to Chinese Customers of Chips Used in AI Applications Starting Monday -- Source</p></body></html>","source":"reuters_en_live","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>Exclusive - US Ordered TSMC  to Halt Shipments to Chinese Customers of Chips Used in AI Applications Starting Monday -- Source</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; 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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\">\nExclusive - US Ordered TSMC  to Halt Shipments to Chinese Customers of Chips Used in AI Applications Starting Monday -- Source\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-10 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241110:nL1N3MF16K:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Exclusive - US Ordered TSMC  to Halt Shipments to Chinese Customers of Chips Used in AI Applications Starting Monday -- Source</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241110:nL1N3MF16K:1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00981":"中芯国际","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4505":"高瓴资本持仓","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK4579":"人工智能","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4550":"红杉资本持仓","2NVD.UK":"2X NVIDIA ETP","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","NVDA":"英伟达","BK4574":"无人驾驶","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4551":"寇图资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK1610":"ETF&股票定投概念","LRCX":"拉姆研究","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc 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Source","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"00981":0.9,"AAPL":0.9,"NVDA":0.9,"L":0.6,"AMAT":0.9,"2NVD.UK":0.6,"LRCX":0.9}},"isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368172394832280,"gmtCreate":1730934656825,"gmtModify":1730934658913,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/LEU 20241220 80.0 PUT\">$LEU 20241220 80.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/LEU 20241220 80.0 PUT\">$LEU 20241220 80.0 PUT$ </a>&nbsp;","text":"$LEU 20241220 80.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/e1a326265c039120f2d11e0118ff97d7","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368172394832280","isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368206128009568,"gmtCreate":1730934642486,"gmtModify":1730934645440,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/LEU 20241220 80.0 PUT\">$LEU 20241220 80.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/LEU 20241220 80.0 PUT\">$LEU 20241220 80.0 PUT$ </a>&nbsp;","text":"$LEU 20241220 80.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/7c78d3f0cf735372f9f0b6f2a2151aac","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368206128009568","isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368206029304136,"gmtCreate":1730934617470,"gmtModify":1730944235212,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/IWM 20241122 223.0 CALL\">$IWM 20241122 223.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/IWM 20241122 223.0 CALL\">$IWM 20241122 223.0 CALL$ </a>&nbsp;","text":"$IWM 20241122 223.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/c7c03aa0b665c92406aa980dfade3e17","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368206029304136","isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368205950869856,"gmtCreate":1730934599239,"gmtModify":1730944236591,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TSLA 20241129 265.0 CALL\">$TSLA 20241129 265.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20241129 265.0 CALL\">$TSLA 20241129 265.0 CALL$ </a>&nbsp;","text":"$TSLA 20241129 265.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/04e1b17caf1bd9bde6dfe2cbfd95f9db","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368205950869856","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368298843766856,"gmtCreate":1730934555244,"gmtModify":1730944236450,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/IBM 20241129 210.0 CALL\">$IBM 20241129 210.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/IBM 20241129 210.0 CALL\">$IBM 20241129 210.0 CALL$ </a>&nbsp;","text":"$IBM 20241129 210.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/2db7a169ead4650722298b39792e0830","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368298843766856","isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":367497694134528,"gmtCreate":1730762836315,"gmtModify":1730762839372,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/LEU 20241220 80.0 PUT\">$LEU 20241220 80.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/LEU 20241220 80.0 PUT\">$LEU 20241220 80.0 PUT$ </a>&nbsp;","text":"$LEU 20241220 80.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/8dd415a6309249f02d3b529d99baf8d2","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/367497694134528","isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560184106659134","authorId":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/cb6f02153aadb69b3eb491362202292f","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3560184106659134","idStr":"3560184106659134"},"content":"Good play! Statistically, LEU's often pullback by about 20% when reach new high.","text":"Good play! Statistically, LEU's often pullback by about 20% when reach new high.","html":"Good play! Statistically, LEU's often pullback by about 20% when reach new high."}],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":361047779422464,"gmtCreate":1729182099355,"gmtModify":1729182654176,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20241101 140.0 CALL\">$NVDA 20241101 140.0 CALL$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20241101 140.0 CALL\">$NVDA 20241101 140.0 CALL$ &nbsp;</a>","text":"$NVDA 20241101 140.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/5f1ad783897a288a83b50b87fbbb1d0e","width":"1068","height":"1072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/361047779422464","isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010968","idStr":"10000000000010968"},"content":"Congratulations on your recent gains! Your dedication to value investing is clearly paying off. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🥳🥳 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Congratulations on your recent gains! Your dedication to value investing is clearly paying off. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🥳🥳 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Congratulations on your recent gains! Your dedication to value investing is clearly paying off. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🥳🥳 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":361161616527544,"gmtCreate":1729209804274,"gmtModify":1729216131380,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"Closed day trade on&nbsp;&nbsp;<a href=\"https://ttm.financial/OPT/MU 20241108 114.0 CALL\">$MU 20241108 114.0 CALL$ </a>&nbsp;","listText":"Closed day trade on&nbsp;&nbsp;<a href=\"https://ttm.financial/OPT/MU 20241108 114.0 CALL\">$MU 20241108 114.0 CALL$ </a>&nbsp;","text":"Closed day trade on $MU 20241108 114.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/75ef43846e9c1f91fa1445825e5eaa6b","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/361161616527544","isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"content":"Congratulations on your winning trade 🎉🎉🎉","text":"Congratulations on your winning trade 🎉🎉🎉","html":"Congratulations on your winning trade 🎉🎉🎉"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":383428203971096,"gmtCreate":1734651722468,"gmtModify":1734651725419,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/GOOGL 20241227 187.5 PUT\">$GOOGL 20241227 187.5 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/GOOGL 20241227 187.5 PUT\">$GOOGL 20241227 187.5 PUT$ </a>&nbsp;","text":"$GOOGL 20241227 187.5 PUT$","images":[{"img":"https://community-static.tradeup.com/news/5cc2e3429cc41aee3607c7750d51c7ff","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383428203971096","isVote":1,"tweetType":1,"viewCount":1933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":383428037796272,"gmtCreate":1734651676165,"gmtModify":1734651678892,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/LLY 20241227 755.0 PUT\">$LLY 20241227 755.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/LLY 20241227 755.0 PUT\">$LLY 20241227 755.0 PUT$ </a>&nbsp;","text":"$LLY 20241227 755.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/5fe42b9cac40cb26d087194ddb2cc63e","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383428037796272","isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":381356871487648,"gmtCreate":1734136025047,"gmtModify":1734136027837,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/LLY 20241227 775.0 PUT\">$LLY 20241227 775.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/LLY 20241227 775.0 PUT\">$LLY 20241227 775.0 PUT$ </a>&nbsp;","text":"$LLY 20241227 775.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/7cb113f21e01e23c4c9c65b1cf195fa1","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381356871487648","isVote":1,"tweetType":1,"viewCount":2349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374712122404880,"gmtCreate":1732491811776,"gmtModify":1732491813950,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374712122404880","repostId":"373846135951392","repostType":1,"repost":{"id":373846135951392,"gmtCreate":1732289890502,"gmtModify":1732289922814,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740637684170","idStr":"4102740637684170"},"themes":[],"title":"MSTR back to 300? Details of Citron's Short Position","htmlText":"<a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$</a>On Thursday, bitcoin holder MSTR plunged 16%, seemingly due to Citron Research's short announcement. Citron stated that MSTR's trading volume had completely disconnected from bitcoin fundamentals. While still bullish on bitcoin, they're hedging by shorting MSTR.Notably, Citron's X statement came at 10:43 PM on November 21st, after Thursday's close. MSTR had already fallen 16% before closing, suggesting Citron may be taking credit for the decline.Citron didn't disclose their short position type - stocks or options. Given options allow for both price and volatility shorts, I suspect they're using options, likely selling calls to short both volatility and price.Thursday saw numerous large call sales, any of which could be Citron'","listText":"<a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$</a>On Thursday, bitcoin holder MSTR plunged 16%, seemingly due to Citron Research's short announcement. Citron stated that MSTR's trading volume had completely disconnected from bitcoin fundamentals. While still bullish on bitcoin, they're hedging by shorting MSTR.Notably, Citron's X statement came at 10:43 PM on November 21st, after Thursday's close. MSTR had already fallen 16% before closing, suggesting Citron may be taking credit for the decline.Citron didn't disclose their short position type - stocks or options. Given options allow for both price and volatility shorts, I suspect they're using options, likely selling calls to short both volatility and price.Thursday saw numerous large call sales, any of which could be Citron'","text":"$MicroStrategy(MSTR)$On Thursday, bitcoin holder MSTR plunged 16%, seemingly due to Citron Research's short announcement. Citron stated that MSTR's trading volume had completely disconnected from bitcoin fundamentals. While still bullish on bitcoin, they're hedging by shorting MSTR.Notably, Citron's X statement came at 10:43 PM on November 21st, after Thursday's close. MSTR had already fallen 16% before closing, suggesting Citron may be taking credit for the decline.Citron didn't disclose their short position type - stocks or options. Given options allow for both price and volatility shorts, I suspect they're using options, likely selling calls to short both volatility and price.Thursday saw numerous large call sales, any of which could be Citron'","images":[{"img":"https://static.tigerbbs.com/a2f91f6e85c1dc8dedbde170c9998d59","width":"2414","height":"410"},{"img":"https://static.tigerbbs.com/790270f8da9984132d6671f97bdbe57b","width":"905","height":"1595"},{"img":"https://static.tigerbbs.com/63fc949ee2b78f716fb3a3d591cc664e","width":"2420","height":"152"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373846135951392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367497601478928,"gmtCreate":1730762814453,"gmtModify":1730762817458,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/RDDT 20241122 118.0 PUT\">$RDDT 20241122 118.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/RDDT 20241122 118.0 PUT\">$RDDT 20241122 118.0 PUT$ </a>&nbsp;","text":"$RDDT 20241122 118.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/dce3e324f28891e5d544930687dcb4cd","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367497601478928","isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":379752689832256,"gmtCreate":1733764403750,"gmtModify":1733764644253,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/GOOGL 20250103 175.0 CALL\">$GOOGL 20250103 175.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/GOOGL 20250103 175.0 CALL\">$GOOGL 20250103 175.0 CALL$ </a>&nbsp;","text":"$GOOGL 20250103 175.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/e36c1efe7796c419a7eaf42cd82de2c9","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/379752689832256","isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010968","idStr":"10000000000010968"},"content":"It's wonderful to see your investments flourishing. Your focus on value investing is a winning strategy. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"It's wonderful to see your investments flourishing. Your focus on value investing is a winning strategy. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"It's wonderful to see your investments flourishing. Your focus on value investing is a winning strategy. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":367497694134528,"gmtCreate":1730762836315,"gmtModify":1730762839372,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/LEU 20241220 80.0 PUT\">$LEU 20241220 80.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/LEU 20241220 80.0 PUT\">$LEU 20241220 80.0 PUT$ </a>&nbsp;","text":"$LEU 20241220 80.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/8dd415a6309249f02d3b529d99baf8d2","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/367497694134528","isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560184106659134","authorId":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/cb6f02153aadb69b3eb491362202292f","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3560184106659134","idStr":"3560184106659134"},"content":"Good play! Statistically, LEU's often pullback by about 20% when reach new high.","text":"Good play! Statistically, LEU's often pullback by about 20% when reach new high.","html":"Good play! Statistically, LEU's often pullback by about 20% when reach new high."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":382866658574336,"gmtCreate":1734481524974,"gmtModify":1734481528857,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382866658574336","repostId":"2492659989","repostType":2,"isVote":1,"tweetType":1,"viewCount":2054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381079848198368,"gmtCreate":1734068474908,"gmtModify":1734068478925,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"Would you take the dip?","listText":"Would you take the dip?","text":"Would you take the dip?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381079848198368","repostId":"1175252054","repostType":2,"repost":{"id":"1175252054","kind":"news","pubTimestamp":1734066525,"share":"https://ttm.financial/m/news/1175252054?lang=&edition=fundamental","pubTime":"2024-12-13 13:08","market":"us","language":"en","title":"AMD: 2 Reasons To Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1175252054","media":"Seeking Alpha","summary":"SummaryAdvanced Micro Devices, Inc.'s Q3 earnings were followed by large price corrections.These corrections are mostly due to concerns of uncertainties in PC demand and AI chip cycle.The prevailing s","content":"<html><head></head><body><h2 id=\"id_3010646614\">Summary</h2><ul style=\"\"><li><p>Advanced Micro Devices, Inc.&#39;s Q3 earnings were followed by large price corrections.</p></li><li><p>These corrections are mostly due to concerns of uncertainties in PC demand and AI chip cycle.</p></li><li><p>The prevailing sentiment has gone too far in the fear extreme.</p></li><li><p>It has factored in the downside risks already but largely ignored the positives such as its robust economic earnings, attractive valuation, and improving inventory data.</p></li><li><p>I am Envision Research. I hold a Masters in Quant Investment. I lead the investing group Envision Early Retirement where we offer proven solutions to generate both high income &amp; high growth with isolated risks.</p></li></ul><h2 id=\"id_1114809596\">AMD Stock: Previous Thesis and Q3 Earnings</h2><p>I last wrote on <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices, Inc.</a> back in October 2024. As reflected in the article’s title, “AMD Q3 Preview: Status Of The Cycle,” it was a preview of its FY Q3 earnings report (ER). In the article, I argued for a bullish thesis based on the use of Taiwan Semiconductor Manufacturing’s (TSM) strong Q3 earnings as a leading signal for AMD’s business cycle. To be more explicit, I argued that:</p><blockquote><p><em>TSM recently reported strong Q3 earnings, largely driven by AI and high-performance computing demand. TSM’s earnings growth foreshadows a strong Q3 from AMD, given AMD&#39;s position in these segments. In particular, when considered in combination with AMD’s historical cyclicality, I think AMD is very likely entering a new expansion phase.</em></p></blockquote><p>Since that time, there have been a few new catalysts evolving around AMD stock. These catalysts have titled the prevailing sentiment surrounding the stock to the fear extreme in my view. In the remainder of this, I will elaborate on some top causes of such fear and argue why the fear is overblown. As such, this article reiterates my BUY rating on the stock.</p><p>The first new catalyst since my last writing was the Q3 ER itself. As seen from the screenshot below, AMD announced its Q3 earnings on October 26, 2024, shortly after my last article. The earnings are quite robust as I expected. To wit, the normalized EPS was $0.92, which was in line with expectations. The GAAP EPS was $0.47, beating estimates by $0.06. Revenue came in at $6.828 billion, exceeding expectations by $104.33 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a5dff6b9057cf96aa6341915f6b26b4\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"119\"/><span>Seeking Alpha</span></p><p>However, there are also some areas of the ER that deviated from my expectations. The most notable area is the demand outlook for both PC and AI-related chips. These issues have created uncertainties for the company’s future growth. As a reflection of such uncertainties, EPS revisions for the stock were dominated by downward revisions as seen. Only 5 analysts upped their estimates over the past 90 days, against a total of 29 downward revisions.</p><h2 id=\"id_3125716117\">AMD Stock: Fear is Overblown</h2><p>And admittedly, there are good reasons behind the prevailing downward revisions. For example, leading institutional analysts are expecting tampered demand from leading AI customers. For example, Citi analysts believe that:</p><blockquote><p>...<em>industry stalwart Broadcom’s F1Q25 guidance will be tempered as there appears to be a slowdown in orders from leading AI customer Google.</em></p></blockquote><p>Speaking of GOOG, another new catalyst that could have a far-reaching impact on AMD is the latest advancements in quantum chips. I don’t use the phrase “game changing” lightly, and quantum chips are among the few game-changing technologies in my mind. More specifically, GOOG recently unveiled its Willow quantum computing chip. According to a study published in <em>Nature</em>:</p><blockquote><p><em>The chip is capable of handling complex calculations in a span of five minutes, while the world’s most powerful supercomputers would need 10 septillion years. &#34;Our results present device performance that, if scaled, could realize the operational requirements of large-scale fault-tolerant quantum algorithms, Google researchers wrote in the study&#39;s abstract.</em></p></blockquote><p>These near-term and long-term factors have helped to pressure AMD’s stock price. As seen in the chart below, its stock price has declined significantly over the past few months, dropping almost 20% in the past 6 months while the broader market enjoyed a strong rally.</p><p>The current situation surrounding AMD has reminded me of the adage of being greedy when others are fearful. And I do see two particular reasons to be greedy in this case, 1) the stock’s attractive valuation, especially adjusted by growth and growth CAPEX, and 2) the improving inventory data.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d2d4d61433f4d73616783551839a76f9\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"214\"/><span>Seeking Alpha</span></p><h2 id=\"id_3283242102\">AMD Stock: Attractive P/E and PEG Multiples</h2><p>The prevailing fearful sentiment has brought the stock’s P/E to a very attractive level, especially when adjusted for its growth outlook. More specifically, the next table provides EPS estimates for AMD in the next five years. These estimates show a rapid increase in its earnings, with a compound annual growth rate (CAGR) of 36.6%. The current forward P/E ratio is about 38x. As such, the PEG (P/E growth) ratio is about 1x, the gold standard for most GARP investors (growth at a reasonable price).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/048ed707e8625bcd60bd6dde73bd0cf4\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"127\"/><span>Seeking Alpha</span></p><p>More importantly, as a fabless chip player, AMD features a very capital-light model, and its CAPEX is largely towards growth CAPEX (rather than maintenance CAPEX). Hence, its accounting EPS represents a substantial underestimation of its true owners’ earnings (OE).</p><p>The detailed analysis of its OE is a bit involved, so here I will skip the process and only quote the results. These results were obtained following the approach described in Greenwald’s book entitled Value Investing.</p><blockquote><p><em>The growth part should actually be considered part of the OE because it can be returned to the owners if the owners decide not to grow the business anymore – a key insight that investors like Buffett have recognized. The growth CAPEX for AMD is estimated in these steps. First, calculate the ratio of PPE (properties, plants, and equipment) to sales for each of the five prior years and find the average. We use this to indicate the dollars of PPE it takes to support each dollar of sales. We then multiply this ratio by the growth (or decrease) in sales dollars the company has achieved in the current year. The result of that calculation is growth CAPEX. We then subtract it from total CAPEX to arrive at maintenance CAPEX.</em></p></blockquote><p>Following these steps, the next chart summarizes my results for AMD’s OE recently. As you can clearly see, AMD’s OE has systematically and considerably exceeded its accounting EPS. For readers who do not want to go over the trouble of sorting out the growth CAPEX, the fact that its free cash flow (“FCF”) has been in general above its accounting EPS provides an easy and quick indicator for its capital-light model already. Quantitatively, my results show that AMD’s OE is about 32% higher than its accounting EPS based on its 2024 EPS estimate and CAPEX outlay. Thus, its P/E based on owners’ earnings would be about 32% lower than its accounting P/E.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/739d68bd799c9211a2db389a895dcab2\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"358\"/><span>Author</span></p><h2 id=\"id_165580000\">AMD Stock: Improving Inventory Data</h2><p>The second reason to be greedy here is that AMD’s latest inventory data is improving. For growth and cyclical businesses like the chip industry, I strongly urge investors to start looking at their inventory data following these insights from Peter Lynch:</p><blockquote><p><em>To start, unlike many other financial data that are more open to interpretation, inventory is one of the less ambiguous financial data. Lynch also explained why inventory levels can be a telltale sign of business cycles. Especially for cyclical businesses, inventory buildup is a warning sign, which indicates the company (or sector) might be overproducing while the demand is already softening. Conversely, depleting inventory could be an early sign of a recovery.</em></p></blockquote><p>In the case of AMD, the chart below illustrates its inventory (in dollar amount, top panel) and also days of inventory outstanding (bottom panel) recently. As seen, its inventory has been steadily increasing and currently sits at a record level of $5.374 billion as of Q3 2024.</p><p>A high level of inventory is only a bad sign when it outgrows the pace of sales growth, which was unfortunately the case for AMD in the past few quarters. As seen, its Days of Inventory Outstanding (DIO) fluctuated in the past few years but has followed an overall upward trend since 2020. In particular, the DIO peaked at around 150 days in early 2024. However, the latest inventory data began to show a reversal of the trend. Its DIO decreased from the peak level of 150 days to the current level of 139 days.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6940d76ff0781c81ce1d2a71d15d6f5d\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"369\"/><span>Seeking Alpha</span></p><h2 id=\"id_3418485762\">Other Risks and Final Thoughts</h2><p>In terms of downside risks, as mentioned earlier, the cycle of the AI chip demand is the top near-term risk, and disruptive technologies such as quantum computing chips are lurking as a long-term risk. Besides these risks, the competition pressure in the data center market is also a risk among my top concerns. Recently, AMD has been making gains in the data center market, replacing existing offerings with its <em>EPYC </em>central processing units. These newer products are known for their performance and energy efficiency advantages. However, its competitive position against the sector leader Nvidia (NVDA) is still quite fluid in my view with NVDA’s Blackwell chips, which also feature a substantial boost to computing performance and energy efficiency compared to its earlier chips.</p><p>All told, my verdict is that these downside risks are already well priced in under the current conditions. Actually, I consider the price corrections to be overdone due to the fearful market sentiment despite sound business fundamentals as reflected in its robust cash flow, economic earnings, and inventory data. I consider this a good contrarian opportunity to be greedy and bet against the prevailing sentiment. As such, this article reiterates my buy rating on the stock.</p></body></html>","source":"lsy1728464409321","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>AMD: 2 Reasons To Be Greedy When Others Are Fearful</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\">\nAMD: 2 Reasons To Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-13 13:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4743717-amd-2-reasons-to-be-greedy-when-others-are-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAdvanced Micro Devices, Inc.'s Q3 earnings were followed by large price corrections.These corrections are mostly due to concerns of uncertainties in PC demand and AI chip cycle.The prevailing ...</p>\n\n<a href=\"https://seekingalpha.com/article/4743717-amd-2-reasons-to-be-greedy-when-others-are-fearful\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4743717-amd-2-reasons-to-be-greedy-when-others-are-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175252054","content_text":"SummaryAdvanced Micro Devices, Inc.'s Q3 earnings were followed by large price corrections.These corrections are mostly due to concerns of uncertainties in PC demand and AI chip cycle.The prevailing sentiment has gone too far in the fear extreme.It has factored in the downside risks already but largely ignored the positives such as its robust economic earnings, attractive valuation, and improving inventory data.I am Envision Research. I hold a Masters in Quant Investment. I lead the investing group Envision Early Retirement where we offer proven solutions to generate both high income & high growth with isolated risks.AMD Stock: Previous Thesis and Q3 EarningsI last wrote on Advanced Micro Devices, Inc. back in October 2024. As reflected in the article’s title, “AMD Q3 Preview: Status Of The Cycle,” it was a preview of its FY Q3 earnings report (ER). In the article, I argued for a bullish thesis based on the use of Taiwan Semiconductor Manufacturing’s (TSM) strong Q3 earnings as a leading signal for AMD’s business cycle. To be more explicit, I argued that:TSM recently reported strong Q3 earnings, largely driven by AI and high-performance computing demand. TSM’s earnings growth foreshadows a strong Q3 from AMD, given AMD's position in these segments. In particular, when considered in combination with AMD’s historical cyclicality, I think AMD is very likely entering a new expansion phase.Since that time, there have been a few new catalysts evolving around AMD stock. These catalysts have titled the prevailing sentiment surrounding the stock to the fear extreme in my view. In the remainder of this, I will elaborate on some top causes of such fear and argue why the fear is overblown. As such, this article reiterates my BUY rating on the stock.The first new catalyst since my last writing was the Q3 ER itself. As seen from the screenshot below, AMD announced its Q3 earnings on October 26, 2024, shortly after my last article. The earnings are quite robust as I expected. To wit, the normalized EPS was $0.92, which was in line with expectations. The GAAP EPS was $0.47, beating estimates by $0.06. Revenue came in at $6.828 billion, exceeding expectations by $104.33 million.Seeking AlphaHowever, there are also some areas of the ER that deviated from my expectations. The most notable area is the demand outlook for both PC and AI-related chips. These issues have created uncertainties for the company’s future growth. As a reflection of such uncertainties, EPS revisions for the stock were dominated by downward revisions as seen. Only 5 analysts upped their estimates over the past 90 days, against a total of 29 downward revisions.AMD Stock: Fear is OverblownAnd admittedly, there are good reasons behind the prevailing downward revisions. For example, leading institutional analysts are expecting tampered demand from leading AI customers. For example, Citi analysts believe that:...industry stalwart Broadcom’s F1Q25 guidance will be tempered as there appears to be a slowdown in orders from leading AI customer Google.Speaking of GOOG, another new catalyst that could have a far-reaching impact on AMD is the latest advancements in quantum chips. I don’t use the phrase “game changing” lightly, and quantum chips are among the few game-changing technologies in my mind. More specifically, GOOG recently unveiled its Willow quantum computing chip. According to a study published in Nature:The chip is capable of handling complex calculations in a span of five minutes, while the world’s most powerful supercomputers would need 10 septillion years. \"Our results present device performance that, if scaled, could realize the operational requirements of large-scale fault-tolerant quantum algorithms, Google researchers wrote in the study's abstract.These near-term and long-term factors have helped to pressure AMD’s stock price. As seen in the chart below, its stock price has declined significantly over the past few months, dropping almost 20% in the past 6 months while the broader market enjoyed a strong rally.The current situation surrounding AMD has reminded me of the adage of being greedy when others are fearful. And I do see two particular reasons to be greedy in this case, 1) the stock’s attractive valuation, especially adjusted by growth and growth CAPEX, and 2) the improving inventory data.Seeking AlphaAMD Stock: Attractive P/E and PEG MultiplesThe prevailing fearful sentiment has brought the stock’s P/E to a very attractive level, especially when adjusted for its growth outlook. More specifically, the next table provides EPS estimates for AMD in the next five years. These estimates show a rapid increase in its earnings, with a compound annual growth rate (CAGR) of 36.6%. The current forward P/E ratio is about 38x. As such, the PEG (P/E growth) ratio is about 1x, the gold standard for most GARP investors (growth at a reasonable price).Seeking AlphaMore importantly, as a fabless chip player, AMD features a very capital-light model, and its CAPEX is largely towards growth CAPEX (rather than maintenance CAPEX). Hence, its accounting EPS represents a substantial underestimation of its true owners’ earnings (OE).The detailed analysis of its OE is a bit involved, so here I will skip the process and only quote the results. These results were obtained following the approach described in Greenwald’s book entitled Value Investing.The growth part should actually be considered part of the OE because it can be returned to the owners if the owners decide not to grow the business anymore – a key insight that investors like Buffett have recognized. The growth CAPEX for AMD is estimated in these steps. First, calculate the ratio of PPE (properties, plants, and equipment) to sales for each of the five prior years and find the average. We use this to indicate the dollars of PPE it takes to support each dollar of sales. We then multiply this ratio by the growth (or decrease) in sales dollars the company has achieved in the current year. The result of that calculation is growth CAPEX. We then subtract it from total CAPEX to arrive at maintenance CAPEX.Following these steps, the next chart summarizes my results for AMD’s OE recently. As you can clearly see, AMD’s OE has systematically and considerably exceeded its accounting EPS. For readers who do not want to go over the trouble of sorting out the growth CAPEX, the fact that its free cash flow (“FCF”) has been in general above its accounting EPS provides an easy and quick indicator for its capital-light model already. Quantitatively, my results show that AMD’s OE is about 32% higher than its accounting EPS based on its 2024 EPS estimate and CAPEX outlay. Thus, its P/E based on owners’ earnings would be about 32% lower than its accounting P/E.AuthorAMD Stock: Improving Inventory DataThe second reason to be greedy here is that AMD’s latest inventory data is improving. For growth and cyclical businesses like the chip industry, I strongly urge investors to start looking at their inventory data following these insights from Peter Lynch:To start, unlike many other financial data that are more open to interpretation, inventory is one of the less ambiguous financial data. Lynch also explained why inventory levels can be a telltale sign of business cycles. Especially for cyclical businesses, inventory buildup is a warning sign, which indicates the company (or sector) might be overproducing while the demand is already softening. Conversely, depleting inventory could be an early sign of a recovery.In the case of AMD, the chart below illustrates its inventory (in dollar amount, top panel) and also days of inventory outstanding (bottom panel) recently. As seen, its inventory has been steadily increasing and currently sits at a record level of $5.374 billion as of Q3 2024.A high level of inventory is only a bad sign when it outgrows the pace of sales growth, which was unfortunately the case for AMD in the past few quarters. As seen, its Days of Inventory Outstanding (DIO) fluctuated in the past few years but has followed an overall upward trend since 2020. In particular, the DIO peaked at around 150 days in early 2024. However, the latest inventory data began to show a reversal of the trend. Its DIO decreased from the peak level of 150 days to the current level of 139 days.Seeking AlphaOther Risks and Final ThoughtsIn terms of downside risks, as mentioned earlier, the cycle of the AI chip demand is the top near-term risk, and disruptive technologies such as quantum computing chips are lurking as a long-term risk. Besides these risks, the competition pressure in the data center market is also a risk among my top concerns. Recently, AMD has been making gains in the data center market, replacing existing offerings with its EPYC central processing units. These newer products are known for their performance and energy efficiency advantages. However, its competitive position against the sector leader Nvidia (NVDA) is still quite fluid in my view with NVDA’s Blackwell chips, which also feature a substantial boost to computing performance and energy efficiency compared to its earlier chips.All told, my verdict is that these downside risks are already well priced in under the current conditions. Actually, I consider the price corrections to be overdone due to the fearful market sentiment despite sound business fundamentals as reflected in its robust cash flow, economic earnings, and inventory data. I consider this a good contrarian opportunity to be greedy and bet against the prevailing sentiment. As such, this article reiterates my buy rating on the stock.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":1774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380241123963016,"gmtCreate":1733860228623,"gmtModify":1733860232365,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/LLY 20241220 805.0 PUT\">$LLY 20241220 805.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/LLY 20241220 805.0 PUT\">$LLY 20241220 805.0 PUT$ </a>&nbsp;","text":"$LLY 20241220 805.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/6ae513525dde4c7690b402cd6b90ffa3","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380241123963016","isVote":1,"tweetType":1,"viewCount":2393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":380249360416784,"gmtCreate":1733860209817,"gmtModify":1733860212494,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/IWM 20241227 240.0 PUT\">$IWM 20241227 240.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/IWM 20241227 240.0 PUT\">$IWM 20241227 240.0 PUT$ </a>&nbsp;","text":"$IWM 20241227 240.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/e6f1a0cb42a85d4cd4a642288aa56fbe","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380249360416784","isVote":1,"tweetType":1,"viewCount":2038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":380145164706064,"gmtCreate":1733860182926,"gmtModify":1733860185853,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/LLY 20241220 800.0 PUT\">$LLY 20241220 800.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/LLY 20241220 800.0 PUT\">$LLY 20241220 800.0 PUT$ </a>&nbsp;","text":"$LLY 20241220 800.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/689b417467ef4992e06bd63e9ef206f1","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380145164706064","isVote":1,"tweetType":1,"viewCount":2125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":379845490790720,"gmtCreate":1733787060233,"gmtModify":1733787063768,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"Interesting article on XOM","listText":"Interesting article on XOM","text":"Interesting article on XOM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379845490790720","repostId":"377638312210448","repostType":1,"repost":{"id":377638312210448,"gmtCreate":1733218745534,"gmtModify":1733271002029,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Apple Reclaims No.1 Spot! Do You Prefer Innovation or Steady Companies?","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> hits a record high of $240, with a market cap of $3.62 trillion, reclaiming its position as the largest company by market value in the US stock market.As an investor, do you prefer innovation-driven companies or those with steady growth?In 2024, the&nbsp;battle for the top market cap is mainly between <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> and <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> .Nvidia has surged 2,000% over the past five years, benefiting from the Bitcoin mining and AI booms.In contrast, Apple enjoys a strong moat from its product ecosystem but has been more conservative in the AI and Bitcoin spaces. Apple Intelligence has yet to launch, and a survey shows that only 30% of users are inte","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> hits a record high of $240, with a market cap of $3.62 trillion, reclaiming its position as the largest company by market value in the US stock market.As an investor, do you prefer innovation-driven companies or those with steady growth?In 2024, the&nbsp;battle for the top market cap is mainly between <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> and <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> .Nvidia has surged 2,000% over the past five years, benefiting from the Bitcoin mining and AI booms.In contrast, Apple enjoys a strong moat from its product ecosystem but has been more conservative in the AI and Bitcoin spaces. Apple Intelligence has yet to launch, and a survey shows that only 30% of users are inte","text":"$Apple(AAPL)$ hits a record high of $240, with a market cap of $3.62 trillion, reclaiming its position as the largest company by market value in the US stock market.As an investor, do you prefer innovation-driven companies or those with steady growth?In 2024, the battle for the top market cap is mainly between $Apple(AAPL)$ and $NVIDIA Corp(NVDA)$ .Nvidia has surged 2,000% over the past five years, benefiting from the Bitcoin mining and AI booms.In contrast, Apple enjoys a strong moat from its product ecosystem but has been more conservative in the AI and Bitcoin spaces. Apple Intelligence has yet to launch, and a survey shows that only 30% of users are inte","images":[{"img":"https://community-static.tradeup.com/news/e7f0f52cf0282629e1c48707f1b23d2e","width":"1200","height":"1564"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377638312210448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380180449120584,"gmtCreate":1733785045616,"gmtModify":1733785050396,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380180449120584","repostId":"2488917313","repostType":2,"isVote":1,"tweetType":1,"viewCount":2001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370340911153512,"gmtCreate":1731453198284,"gmtModify":1731453201653,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370340911153512","repostId":"2483206122","repostType":2,"isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369339533590624,"gmtCreate":1731208368669,"gmtModify":1731208371969,"author":{"id":"3584484322728004","authorId":"3584484322728004","name":"Eason24","avatar":"https://community-static.tradeup.com/news/4fa5126bed2ccc2d8ebf78f01290194b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584484322728004","idStr":"3584484322728004"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369339533590624","repostId":"2482006224","repostType":2,"repost":{"id":"2482006224","kind":"live","pubTimestamp":1731198616,"share":"https://ttm.financial/m/news/2482006224?lang=&edition=fundamental","pubTime":"2024-11-10 08:30","market":"us","language":"en","title":"Exclusive - US Ordered TSMC  to Halt Shipments to Chinese Customers of Chips Used in AI Applications Starting Monday -- Source","url":"https://stock-news.laohu8.com/highlight/detail?id=2482006224","media":"THOMSON REUTERS","summary":"Exclusive - US Ordered TSMC  to Halt Shipments to Chinese Customers of Chips Used in AI Applications","content":"<html><body><p>Exclusive - US Ordered TSMC  to Halt Shipments to Chinese Customers of Chips Used in AI Applications Starting Monday -- Source</p></body></html>","source":"reuters_en_live","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>Exclusive - US Ordered TSMC  to Halt Shipments to Chinese Customers of Chips Used in AI Applications Starting Monday -- Source</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\">\nExclusive - US Ordered TSMC  to Halt Shipments to Chinese Customers of Chips Used in AI Applications Starting Monday -- Source\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-10 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241110:nL1N3MF16K:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Exclusive - US Ordered TSMC  to Halt Shipments to Chinese Customers of Chips Used in AI Applications Starting Monday -- Source</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241110:nL1N3MF16K:1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00981":"中芯国际","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4505":"高瓴资本持仓","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK4579":"人工智能","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4550":"红杉资本持仓","2NVD.UK":"2X NVIDIA ETP","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","NVDA":"英伟达","BK4574":"无人驾驶","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4551":"寇图资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK1610":"ETF&股票定投概念","LRCX":"拉姆研究","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","BK4512":"苹果概念","AAPL":"苹果","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK1607":"新IT概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","L":"洛斯公司","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","AMAT":"应用材料","BK4575":"芯片概念","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241110:nL1N3MF16K:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482006224","content_text":"Exclusive - 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