meurasian77 personal page - To The Moon

meurasian77

meurasian77

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10-24

‌$Tesla Motors(TSLA)$ ‌‌[财迷] ‌

10-18

‌$Taiwan Semiconductor Manufacturing(TSM)$ ‌

10-18

‌$Taiwan Semiconductor Manufacturing(TSM)$ ‌pumped up to 212 now dumped down to 202 ‌[喷血] ‌

10-15

‌[喷血] ‌

ASML Orders Miss as Chip Industry Weakness Weighs on Demand

10-15

‌[财迷] ‌

Should You Buy Nvidia Stock Before Oct. 17?

10-14

‌[喷血] ‌

Tesla Stock Selloff After Robotaxi Event Could Be Just the Beginning, Pros Warn

10-08

‌$Tencent Music(TME)$ ‌LOOKS LIKE THE MUSIC HAS STOPPED‌[喷血] ‌

09-26

gd news for the semis‌[财迷] ‌

TSMC: 2nm Wafers Can Outperform The Already Strong Ramp In 3nm Wafers

09-26

$Tesla Motors(TSLA)$ i would say there is a chance that it would. There are already self driving happening in parts of china as well as las Vegas, Nevada. I'm sure there are a number of other self driving trials happening in many parts of the world right now. This will definitely push Tesla's price to new all time highs. Best of luck to all who are vested.

09-03

‌[惊讶] ‌

Nvidia Stock Slips. Why Elon Musk’s xAI Is Loading Up on the Chipmaker’s GPUs

08-30

‌$NVIDIA Corp(NVDA)$ ‌JUST TESTED FRESH DAY LOWS. HMMMMM

08-20

‌[弱] ‌‌[举爪] ‌

Boeing Finds Cracks in Structure of 777X Test Jets

08-12

‌[可怜] ‌

This Week's CPI Report Could Be A Disaster For The Market

08-09

clean and green city. and amazing food that is available round the clock. [smile]

08-07

‌$NVIDIA Corp(NVDA)$ ‌LOTS OF CHOPPY SIDEWAYS ACTION IN THE PREMARKET. ONLY MEANS 1 THING. STOCK IS GONNA BREAK TO THE UPSIDE OR DOWNSIDE‌[暗中观察] ‌

08-06

overnight trades cancelled unknowingly

this email was only sent to me at 723pm. only then did i realized that my purchase of NVDA and AMZN shares were not in my account even though order listed as filled on my app and desktop. i even sold these newly bought AMZN shares which i thought were filled several hours later and realized i made losses after getting this email. so in conclusion, i made losses on AMZN and lost would be gains on NVDA. please help

overnight trades cancelled unknowingly

08-05

‌$Advanced Micro Devices(AMD)$ ‌nice work AMD. welcome to the green team despite the global rout‌[财迷] ‌‌[微笑] ‌‌[龇牙] ‌

08-02

‌$Cboe Volatility Index(VIX)$ ‌MAKE THAT OVER 45 PERCENT ‌[默哀] ‌

08-02

‌$Cboe Volatility Index(VIX)$ ‌WOW VIX +30 OVER PERCENT‌[喷血] ‌‌[流泪] ‌‌[惊吓] ‌

07-17

‌$ASML Holding NV(ASML)$ ‌‌[喷血] ‌

Go to Tiger App to see more news

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&nbsp;</a>‌","listText":"‌<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$ &nbsp;</a>‌","text":"‌$Taiwan Semiconductor Manufacturing(TSM)$ ‌","images":[{"img":"https://community-static.tradeup.com/news/91b2f767176b36ae485bfd1a1415e727","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361430085333152","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":361195744153608,"gmtCreate":1729218241817,"gmtModify":1729218246226,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$ &nbsp;</a>‌pumped up to 212 now dumped down to 202 ‌<a href=\"\">[喷血]&nbsp;</a>‌","listText":"‌<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$ &nbsp;</a>‌pumped up to 212 now dumped down to 202 ‌<a href=\"\">[喷血]&nbsp;</a>‌","text":"‌$Taiwan Semiconductor Manufacturing(TSM)$ ‌pumped up to 212 now dumped down to 202 ‌[喷血] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361195744153608","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360396449169616,"gmtCreate":1729006613524,"gmtModify":1729006616767,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"\">[喷血]&nbsp;</a>‌","listText":"‌<a href=\"\">[喷血]&nbsp;</a>‌","text":"‌[喷血] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360396449169616","repostId":"1101747186","repostType":2,"repost":{"id":"1101747186","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1729003881,"share":"https://ttm.financial/m/news/1101747186?lang=&edition=fundamental","pubTime":"2024-10-15 22:51","market":"us","language":"en","title":"ASML Orders Miss as Chip Industry Weakness Weighs on Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1101747186","media":"Tiger Newspress","summary":"ASML reported bookings for the third quarter that missed the average analyst estimate. The company lowered its net sales and gross margin guidance for 2025.THIRD QUARTER RESULTSBookings EU2.63 billion, -53% q/q, estimate EU5.39 billion Net sales EU7.47 billion, +20% q/q, estimate EU7.17 billionGross margin 50.8% vs. 51.5% q/q, estimate 50.7%Cash and other EU4.99 billion, -0.7% g/q, estimate EU4.86 billion","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/ASML\">ASML Holding NV</a>  plunged after it booked only about half the orders analysts estimated in the third quarter and lowered guidance for 2025.</p><p>U.S.-listed shares of the company fell 13% in Tuesday trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/03e36b83d7b86580588acc07c5feeb44\" tg-width=\"416\" tg-height=\"390\"/></p><p style=\"text-align: start;\">Order bookings were €2.6 billion ($2.8 billion) in the third quarter, according to numbers published on the Dutch company’s website ahead of a release scheduled for Wednesday morning. Spokespeople for ASML didn’t immediately comment. That compares with an average estimate of €5.39 billion by analysts surveyed by Bloomberg.</p><p style=\"text-align: start;\">Europe’s most valuable technology company’s shares have fallen 30% since hitting a record high in July, hurt by the prospect of more US restrictions on its business in China, as well as a broader weakness in the sector.</p><p style=\"text-align: start;\">Last month, the Netherlands published new export control rules that made ASML apply for export licenses in The Hague instead of US for some of its older machines. That came on the heels of a Bloomberg report that the Dutch government would limit some of ASML’s ability to repair and maintain its semiconductor equipment in China.</p><p style=\"text-align: start;\">“It now appears the recovery is more gradual than previously expected. This is expected to continue in 2025, which is leading to customer cautiousness,” Chief Executive Officer Christophe Fouquet said in the statement.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ASML Orders Miss as Chip Industry Weakness Weighs on Demand</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\">\nASML Orders Miss as Chip Industry Weakness Weighs on Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-10-15 22:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/ASML\">ASML Holding NV</a>  plunged after it booked only about half the orders analysts estimated in the third quarter and lowered guidance for 2025.</p><p>U.S.-listed shares of the company fell 13% in Tuesday trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/03e36b83d7b86580588acc07c5feeb44\" tg-width=\"416\" tg-height=\"390\"/></p><p style=\"text-align: start;\">Order bookings were €2.6 billion ($2.8 billion) in the third quarter, according to numbers published on the Dutch company’s website ahead of a release scheduled for Wednesday morning. Spokespeople for ASML didn’t immediately comment. That compares with an average estimate of €5.39 billion by analysts surveyed by Bloomberg.</p><p style=\"text-align: start;\">Europe’s most valuable technology company’s shares have fallen 30% since hitting a record high in July, hurt by the prospect of more US restrictions on its business in China, as well as a broader weakness in the sector.</p><p style=\"text-align: start;\">Last month, the Netherlands published new export control rules that made ASML apply for export licenses in The Hague instead of US for some of its older machines. That came on the heels of a Bloomberg report that the Dutch government would limit some of ASML’s ability to repair and maintain its semiconductor equipment in China.</p><p style=\"text-align: start;\">“It now appears the recovery is more gradual than previously expected. This is expected to continue in 2025, which is leading to customer cautiousness,” Chief Executive Officer Christophe Fouquet said in the statement.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101747186","content_text":"ASML Holding NV  plunged after it booked only about half the orders analysts estimated in the third quarter and lowered guidance for 2025.U.S.-listed shares of the company fell 13% in Tuesday trading.Order bookings were €2.6 billion ($2.8 billion) in the third quarter, according to numbers published on the Dutch company’s website ahead of a release scheduled for Wednesday morning. Spokespeople for ASML didn’t immediately comment. That compares with an average estimate of €5.39 billion by analysts surveyed by Bloomberg.Europe’s most valuable technology company’s shares have fallen 30% since hitting a record high in July, hurt by the prospect of more US restrictions on its business in China, as well as a broader weakness in the sector.Last month, the Netherlands published new export control rules that made ASML apply for export licenses in The Hague instead of US for some of its older machines. That came on the heels of a Bloomberg report that the Dutch government would limit some of ASML’s ability to repair and maintain its semiconductor equipment in China.“It now appears the recovery is more gradual than previously expected. This is expected to continue in 2025, which is leading to customer cautiousness,” Chief Executive Officer Christophe Fouquet said in the statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360304906031336,"gmtCreate":1728984274844,"gmtModify":1728984277590,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","listText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360304906031336","repostId":"1165664012","repostType":2,"repost":{"id":"1165664012","pubTimestamp":1728983884,"share":"https://ttm.financial/m/news/1165664012?lang=&edition=fundamental","pubTime":"2024-10-15 17:18","market":"us","language":"en","title":"Should You Buy Nvidia Stock Before Oct. 17?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165664012","media":"Motley Fool","summary":"KEY POINTSNvidia has been the primary beneficiary of the accelerating adoption of AI.The results of Taiwan Semiconductor could provide insight into the ongoing demand for AI.There's plenty of growth b","content":"<p><strong>KEY POINTS</strong></p><ul style=\"\"><li><p><strong>Nvidia has been the primary beneficiary of the accelerating adoption of AI.</strong></p></li><li><p><strong>The results of Taiwan Semiconductor could provide insight into the ongoing demand for AI.</strong></p></li><li><p><strong>There's plenty of growth built into Nvidia's stock price, but it might not be as expensive as you think.</strong></p></li></ul><p><strong>The artificial intelligence (AI) chipmaker could get a boost from a supplier in the space.</strong></p><p>There's no denying the growing chorus of experts suggesting that artificial intelligence (AI) will change just about everything. Some veteran analysts and tech aficionados have gone so far as to suggest we're in the throes of the fourth industrial revolution. These sophisticated algorithms have the potential to dramatically increase productivity by automating time-consuming processes and streamlining a great many tasks.</p><p>There are plenty of companies that have profited from the accelerating adoption of AI, but arguably none more than  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>. The company pioneered the graphics processing units (GPUs) that provide the computational horsepower that makes AI possible. Simply put, these computer chips can conduct lightning-fast mathematical calculations, which enables the creation and running of complex AI models.</p><p>There have been any number of catalysts that sent the chipmaker higher, and this Thursday could mark yet another. Let's look at what's coming down the pike and whether it could signal (another) big move for Nvidia stock.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b47dfdb88a2cfedb8ad4b19019730e8\" alt=\"IMAGE SOURCE: GETTY IMAGES.\" title=\"IMAGE SOURCE: GETTY IMAGES.\" tg-width=\"700\" tg-height=\"459\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2 id=\"id_1113085453\" style=\"text-align: start;\">The writing is on the wall</h2><p style=\"text-align: start;\"> <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a>, commonly referred to as TSMC, is the world's largest contract semiconductor foundry and is responsible for the vast majority of AI chips, producing an estimated 90% of the world's most advanced processors. Nvidia ranks among TSMC's biggest customers, accounting for about 11% of the company's sales in 2023 -- though that number is likely higher now. As such, TSMC's performance will likely be a canary in the coal mine, providing insight into the trajectory of Nvidia's results.</p><p style=\"text-align: start;\">TSMC is scheduled to release its third-quarter financial report on Thursday, and the available evidence suggests the results will be robust.</p><p style=\"text-align: start;\">The company provides a monthly revenue report, so we already have a pretty fair idea of how things are going. For the three months ended Sept. 30, the company generated revenue of NT$759.7 million (roughly $23.6 million), which represents growth of roughly 39% year over year, based on current exchange rates. For context, that's slightly ahead of analysts' consensus estimates of $23.09 billion, or growth of about 35%. It's also ahead of TSMC's own forecast, which called for $22.8 billion at the midpoint of its guidance.</p><p style=\"text-align: start;\">The fact that TSMC will likely surpass the high end of its own guidance suggests the demand for chips that process AI remains robust -- which bodes well for Nvidia.</p><p>There's more. Nvidia CEO Jensen Huang has been making the rounds on financial media, providing updates regarding the company's next-generation Blackwell architecture. \"Blackwell is in full production, Blackwell is as planned, and demand for Blackwell is insane,\" the chief executive said in a recent interview. Analysts from Morgan Stanley are projecting that Nvidia will generate $10 billion from Blackwell chips during the company's fiscal 2025 fourth quarter, which ends in late January.</p><h2 id=\"id_3247266694\" style=\"text-align: start;\">Should you buy Nvidia stock before Oct. 17?</h2><p style=\"text-align: start;\">The available evidence suggests that demand for AI remains robust, and depending on what TSMC executives have to say on Thursday, it could potentially act as a catalyst for Nvidia -- but should investors buy the stock before Oct. 17?</p><p style=\"text-align: start;\">Truth be told, it really doesn't matter much if you buy Nvidia stock before or after TSMC reports. The stock closed at a new record high on Monday, pushing Nvidia's market cap to $3.4 trillion, bringing its gains over the past year to more than 200% (as of this writing). Taking a step back, the stock is up 32,770% over the past decade, which helps illustrate the benefit of buying quality stocks and holding them for the long term.</p><p>To be clear, Nvidia already has plenty of growth built in. The stock is currently trading for 65 times earnings, which is enough to send some investors running for the exits. However, analysts' consensus estimates are calling for earnings per share of $4.04 in Nvidia's fiscal 2026, which kicks off in January. That works out to a forward multiple of 34, which suggests the valuation isn't as egregious as it first appears.</p><p style=\"text-align: start;\">Furthermore, most experts believe it's still early days for the adoption of AI. The market value of generative AI is expected to be between $2.6 trillion and $4.4 trillion annually over the next few years. As new applications emerge and the technology advances, those estimates could well be conservative.</p><p style=\"text-align: start;\">Given the company's pivotal position in the AI revolution and its robust growth prospects, it doesn't matter if you buy Nvidia stock before or after Oct. 17 -- as long as you buy it.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Buy Nvidia Stock Before Oct. 17?</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\">\nShould You Buy Nvidia Stock Before Oct. 17?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-15 17:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/10/15/should-you-buy-nvidia-stock-before-october-17/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSNvidia has been the primary beneficiary of the accelerating adoption of AI.The results of Taiwan Semiconductor could provide insight into the ongoing demand for AI.There's plenty of growth ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/15/should-you-buy-nvidia-stock-before-october-17/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2024/10/15/should-you-buy-nvidia-stock-before-october-17/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165664012","content_text":"KEY POINTSNvidia has been the primary beneficiary of the accelerating adoption of AI.The results of Taiwan Semiconductor could provide insight into the ongoing demand for AI.There's plenty of growth built into Nvidia's stock price, but it might not be as expensive as you think.The artificial intelligence (AI) chipmaker could get a boost from a supplier in the space.There's no denying the growing chorus of experts suggesting that artificial intelligence (AI) will change just about everything. Some veteran analysts and tech aficionados have gone so far as to suggest we're in the throes of the fourth industrial revolution. These sophisticated algorithms have the potential to dramatically increase productivity by automating time-consuming processes and streamlining a great many tasks.There are plenty of companies that have profited from the accelerating adoption of AI, but arguably none more than  NVIDIA Corp. The company pioneered the graphics processing units (GPUs) that provide the computational horsepower that makes AI possible. Simply put, these computer chips can conduct lightning-fast mathematical calculations, which enables the creation and running of complex AI models.There have been any number of catalysts that sent the chipmaker higher, and this Thursday could mark yet another. Let's look at what's coming down the pike and whether it could signal (another) big move for Nvidia stock.IMAGE SOURCE: GETTY IMAGES.The writing is on the wall Taiwan Semiconductor Manufacturing, commonly referred to as TSMC, is the world's largest contract semiconductor foundry and is responsible for the vast majority of AI chips, producing an estimated 90% of the world's most advanced processors. Nvidia ranks among TSMC's biggest customers, accounting for about 11% of the company's sales in 2023 -- though that number is likely higher now. As such, TSMC's performance will likely be a canary in the coal mine, providing insight into the trajectory of Nvidia's results.TSMC is scheduled to release its third-quarter financial report on Thursday, and the available evidence suggests the results will be robust.The company provides a monthly revenue report, so we already have a pretty fair idea of how things are going. For the three months ended Sept. 30, the company generated revenue of NT$759.7 million (roughly $23.6 million), which represents growth of roughly 39% year over year, based on current exchange rates. For context, that's slightly ahead of analysts' consensus estimates of $23.09 billion, or growth of about 35%. It's also ahead of TSMC's own forecast, which called for $22.8 billion at the midpoint of its guidance.The fact that TSMC will likely surpass the high end of its own guidance suggests the demand for chips that process AI remains robust -- which bodes well for Nvidia.There's more. Nvidia CEO Jensen Huang has been making the rounds on financial media, providing updates regarding the company's next-generation Blackwell architecture. \"Blackwell is in full production, Blackwell is as planned, and demand for Blackwell is insane,\" the chief executive said in a recent interview. Analysts from Morgan Stanley are projecting that Nvidia will generate $10 billion from Blackwell chips during the company's fiscal 2025 fourth quarter, which ends in late January.Should you buy Nvidia stock before Oct. 17?The available evidence suggests that demand for AI remains robust, and depending on what TSMC executives have to say on Thursday, it could potentially act as a catalyst for Nvidia -- but should investors buy the stock before Oct. 17?Truth be told, it really doesn't matter much if you buy Nvidia stock before or after TSMC reports. The stock closed at a new record high on Monday, pushing Nvidia's market cap to $3.4 trillion, bringing its gains over the past year to more than 200% (as of this writing). Taking a step back, the stock is up 32,770% over the past decade, which helps illustrate the benefit of buying quality stocks and holding them for the long term.To be clear, Nvidia already has plenty of growth built in. The stock is currently trading for 65 times earnings, which is enough to send some investors running for the exits. However, analysts' consensus estimates are calling for earnings per share of $4.04 in Nvidia's fiscal 2026, which kicks off in January. That works out to a forward multiple of 34, which suggests the valuation isn't as egregious as it first appears.Furthermore, most experts believe it's still early days for the adoption of AI. The market value of generative AI is expected to be between $2.6 trillion and $4.4 trillion annually over the next few years. As new applications emerge and the technology advances, those estimates could well be conservative.Given the company's pivotal position in the AI revolution and its robust growth prospects, it doesn't matter if you buy Nvidia stock before or after Oct. 17 -- as long as you buy it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359832524796168,"gmtCreate":1728890273747,"gmtModify":1728890276825,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"\">[喷血]&nbsp;</a>‌","listText":"‌<a href=\"\">[喷血]&nbsp;</a>‌","text":"‌[喷血] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359832524796168","repostId":"2475511828","repostType":2,"repost":{"id":"2475511828","pubTimestamp":1728888609,"share":"https://ttm.financial/m/news/2475511828?lang=&edition=fundamental","pubTime":"2024-10-14 14:50","market":"us","language":"en","title":"Tesla Stock Selloff After Robotaxi Event Could Be Just the Beginning, Pros Warn","url":"https://stock-news.laohu8.com/highlight/detail?id=2475511828","media":"Yahoo Finance","summary":"Fundamentals over hype.Indeed that’s the lesson for Tesla (TSLA) investors after the EV maker’s disappointing robotaxi event exposed a disconnect between the stock’s lofty valuation and reality.A lack","content":"<html><head></head><body><p style=\"text-align: start;\">Fundamentals over hype.</p><p style=\"text-align: start;\">Indeed that’s the lesson for Tesla (TSLA) investors after the EV maker’s disappointing robotaxi event exposed a disconnect between the stock’s lofty valuation and reality.</p><p style=\"text-align: start;\">A lack of details surrounding the rollout plan and regulatory approval, plus no mention of a more affordable regular EV left Wall Street wanting more.</p><p>CFRA analyst Garrett Nelson likened the event to “watching a movie with a lot of plot twists and special effects, and at the end, you&#39;re walking out scratching your head.”</p><p>Safe to say analysts “scratching their heads” was probably not the reaction Musk was hoping for when showing off the Cybercab and Robovan concepts. Now, the big issue for investors is reevaluating Tesla’s stock price.</p><p style=\"text-align: start;\">On Friday, more than $60 billion was wiped off of Tesla’s valuation in a selloff, a sharp reversal from the stock’s recent momentum. Shares had soared over 70% since Musk started touting AI in April. The rally brought Tesla’s market value to over $760 billion ahead of the robotaxi announcement— more than 14 times GM’s market cap and nearly 18 times Ford’s.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1af5f270f4c577bbb14a912e522d4643\" tg-width=\"769\" tg-height=\"978\"/></p><p>Nelson, who had been a longtime bull on Tesla, warned Friday’s drop “could be” just the beginning as Wall Street reassesses.</p><p style=\"text-align: start;\">“There is an increasing disconnect between the stock’s lofty valuation and the reality that Tesla’s earnings growth has hit a wall,” he tells me, noting that intermediate-term growth drivers are “unclear.”</p><p style=\"text-align: start;\">In a note to clients, Bernstein’s Toni Sacconaghi reiterated his belief that Tesla’s valuation is disconnected from fundamentals, writing the robotaxi event was “short on immediate deliverables or incremental revenue drivers.”</p><p>Sacconaghi estimated that Tesla’s automotive business is worth around $200 billion, suggesting that nearly $600 billion of its valuation hinges on its less proven ventures, including Full Self Driving (FSD), robotaxis, and humanoid robots.</p><p style=\"text-align: start;\">As my colleague Akiko Fujita wrote, robotaxis are a costly venture, and may be years away from becoming profitable.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/08cc17a81576fb43199f7f55f07dca85\" tg-width=\"774\" tg-height=\"741\"/></p><p>The absence of near-term catalysts comes at an already challenging time for Tesla. Lackluster demand and increased EV competition from the likes of GM have pressured sales and margins in recent quarters, and it’s a trend that pros warn is unlikely to change anytime soon.</p><p style=\"text-align: start;\">In Q2, the company reported operating margins of 6.3%, compared to 14.6% just two years earlier.</p><p style=\"text-align: start;\">Guggenheim’s Ron Jewsikow, who sees fair value around $153 per share, told me that post-robotaxi event, investors will “return to focusing on the fundamentals of the business,” which he characterized as “quite poor.”</p><p>“A business trading at 100 times next year&#39;s earnings, with little to no free cash flow, is really difficult to underwrite,” he added.</p><p>With its shares falling 9% on Friday and down over 17% in the past year, it’s safe to say Tesla has a lot to prove when it comes to the fundamentals. Its next big test will be its third-quarter earnings, scheduled for after the bell on October 23.</p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Selloff After Robotaxi Event Could Be Just the Beginning, Pros Warn</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Selloff After Robotaxi Event Could Be Just the Beginning, Pros Warn\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-14 14:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-stock-selloff-after-robotaxi-event-could-be-just-the-beginning-pros-warn-155630131.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fundamentals over hype.Indeed that’s the lesson for Tesla (TSLA) investors after the EV maker’s disappointing robotaxi event exposed a disconnect between the stock’s lofty valuation and reality.A lack...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-stock-selloff-after-robotaxi-event-could-be-just-the-beginning-pros-warn-155630131.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4516":"特朗普概念","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4592":"伊斯兰概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4555":"新能源车","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4566":"资本集团","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4559":"巴菲特持仓","BK4588":"碎股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶"},"source_url":"https://finance.yahoo.com/news/tesla-stock-selloff-after-robotaxi-event-could-be-just-the-beginning-pros-warn-155630131.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2475511828","content_text":"Fundamentals over hype.Indeed that’s the lesson for Tesla (TSLA) investors after the EV maker’s disappointing robotaxi event exposed a disconnect between the stock’s lofty valuation and reality.A lack of details surrounding the rollout plan and regulatory approval, plus no mention of a more affordable regular EV left Wall Street wanting more.CFRA analyst Garrett Nelson likened the event to “watching a movie with a lot of plot twists and special effects, and at the end, you're walking out scratching your head.”Safe to say analysts “scratching their heads” was probably not the reaction Musk was hoping for when showing off the Cybercab and Robovan concepts. Now, the big issue for investors is reevaluating Tesla’s stock price.On Friday, more than $60 billion was wiped off of Tesla’s valuation in a selloff, a sharp reversal from the stock’s recent momentum. Shares had soared over 70% since Musk started touting AI in April. The rally brought Tesla’s market value to over $760 billion ahead of the robotaxi announcement— more than 14 times GM’s market cap and nearly 18 times Ford’s.Nelson, who had been a longtime bull on Tesla, warned Friday’s drop “could be” just the beginning as Wall Street reassesses.“There is an increasing disconnect between the stock’s lofty valuation and the reality that Tesla’s earnings growth has hit a wall,” he tells me, noting that intermediate-term growth drivers are “unclear.”In a note to clients, Bernstein’s Toni Sacconaghi reiterated his belief that Tesla’s valuation is disconnected from fundamentals, writing the robotaxi event was “short on immediate deliverables or incremental revenue drivers.”Sacconaghi estimated that Tesla’s automotive business is worth around $200 billion, suggesting that nearly $600 billion of its valuation hinges on its less proven ventures, including Full Self Driving (FSD), robotaxis, and humanoid robots.As my colleague Akiko Fujita wrote, robotaxis are a costly venture, and may be years away from becoming profitable.The absence of near-term catalysts comes at an already challenging time for Tesla. Lackluster demand and increased EV competition from the likes of GM have pressured sales and margins in recent quarters, and it’s a trend that pros warn is unlikely to change anytime soon.In Q2, the company reported operating margins of 6.3%, compared to 14.6% just two years earlier.Guggenheim’s Ron Jewsikow, who sees fair value around $153 per share, told me that post-robotaxi event, investors will “return to focusing on the fundamentals of the business,” which he characterized as “quite poor.”“A business trading at 100 times next year's earnings, with little to no free cash flow, is really difficult to underwrite,” he added.With its shares falling 9% on Friday and down over 17% in the past year, it’s safe to say Tesla has a lot to prove when it comes to the fundamentals. Its next big test will be its third-quarter earnings, scheduled for after the bell on October 23.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357821996360080,"gmtCreate":1728368361450,"gmtModify":1728368364924,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TME\">$Tencent Music(TME)$ &nbsp;</a>‌LOOKS LIKE THE MUSIC HAS STOPPED‌<a href=\"\">[喷血]&nbsp;</a>‌","listText":"‌<a href=\"https://laohu8.com/S/TME\">$Tencent Music(TME)$ &nbsp;</a>‌LOOKS LIKE THE MUSIC HAS STOPPED‌<a href=\"\">[喷血]&nbsp;</a>‌","text":"‌$Tencent Music(TME)$ ‌LOOKS LIKE THE MUSIC HAS STOPPED‌[喷血] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/357821996360080","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4146204832639872","authorId":"4146204832639872","name":"TigerVision888","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4146204832639872","idStr":"4146204832639872"},"content":"There is a possibility of 2nd wave of buying. ETF funds are ready to be deployed on pullbacks. I think this pullback will be shortlived, I wouldn't bet against the market now. The Chinese government are determined to return growth above 5%","text":"There is a possibility of 2nd wave of buying. ETF funds are ready to be deployed on pullbacks. I think this pullback will be shortlived, I wouldn't bet against the market now. The Chinese government are determined to return growth above 5%","html":"There is a possibility of 2nd wave of buying. ETF funds are ready to be deployed on pullbacks. I think this pullback will be shortlived, I wouldn't bet against the market now. The Chinese government are determined to return growth above 5%"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353447891124280,"gmtCreate":1727327772177,"gmtModify":1727327776009,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"gd news for the semis‌<a href=\"\">[财迷]&nbsp;</a>‌","listText":"gd news for the semis‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"gd news for the semis‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353447891124280","repostId":"2470721680","repostType":2,"repost":{"id":"2470721680","pubTimestamp":1727319023,"share":"https://ttm.financial/m/news/2470721680?lang=&edition=fundamental","pubTime":"2024-09-26 10:50","market":"nz","language":"en","title":"TSMC: 2nm Wafers Can Outperform The Already Strong Ramp In 3nm Wafers","url":"https://stock-news.laohu8.com/highlight/detail?id=2470721680","media":"seekingalpha","summary":"The 2nm wafer technology ramp-up can potentially accelerate revenues and gross margins even more than what was seen in the 3nm ramp-up.TSMC is capacity-constrained. Capex investments to alleviate thes","content":"<html><head></head><body><ul style=\"\"><li><p>The 2nm wafer technology ramp-up can potentially accelerate revenues and gross margins even more than what was seen in the 3nm ramp-up.</p></li><li><p>TSMC is capacity-constrained. Capex investments to alleviate these constraints are positive for long-term growth that is likely to maintain and extend technological and market share leadership.</p></li><li><p>Valuations are at a deserved premium vs. historical levels and peers. TSMC has better revenue and earnings growth prospects than before and is increasing its edge as a market leader.</p></li><li><p>Relative technicals vs. the S&amp;P500 are bullish as a sharp reaction off weekly support followed by a basing pattern is a recipe for further upside and outperformance.</p></li><li><p>Despite the bullish drivers, let&#39;s not forget that the semiconductor market is still cyclical. Currently, TSMC&#39;s growth is at the upper end of longer-term cyclical growth averages. But the bottom-up drivers are constructive.</p></li></ul><h2 id=\"id_2195588913\">Performance Assessment</h2><p>In my last article on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) (OTC:TSMWF) (often abbreviated as TSMC), I rated the stock a &#39;Neutral/Hold&#39;. This view was correct for the first 8 months. However, I didn&#39;t update my view after that, as my focus was unfortunately on other stocks. I&#39;ve missed a potential &gt;60% active return upside opportunity in TSMC in 2024:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/56d7085560f610bb9e83066c1ff49e6e\" tg-width=\"283\" tg-height=\"463\"/></p><p>Performance since Author&#39;s Last Article on TSMC (Seeking Alpha, Author&#39;s Last Article on TSMC)</p><p>I believe I have a better organization system now to track key companies on my watch list. So going forward, I hope such errors of omission and delayed publication updates will be less frequent.</p><h2 id=\"id_3520760126\">Thesis</h2><p>Since my last update, TSM&#39;s demand outlook has improved. It has seen great success in its sale of 3nm technology wafers and I believe it is set to benefit from a similar boost in newer technologies coming in the next few quarters. I am now bullish on Taiwan Semiconductor Manufacturing Company Limited (TSM) (TSMWF). Here&#39;s my thesis:</p><ol start=\"1\" style=\"\"><li><p>2nm technology ramp-up&#39;s impacts on revenues and gross margins may be accelerated.</p></li><li><p>Capex investments to alleviate capacity constraints are a positive for long-term growth.</p></li><li><p>Valuations are at a premium, but I think deservedly so.</p></li><li><p>Relative technicals are bullish.</p></li><li><p>The upper end of semiconductor cyclicality is a risk monitorable.</p></li></ol><h2 id=\"id_2668070295\">2nm technology ramp-up&#39;s impacts on revenues and gross margins may be accelerated</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/09bc604db1f51df830955e9ef5ef0110\" tg-width=\"640\" tg-height=\"84\"/></p><p>Wafer revenue and 3nm contribution (Company Filings, Author&#39;s Analysis)</p><p>TSMC started to monetize its 3nm wafers in Q2 FY23. The ramp-up has been impressive as within the space of a year, 3nm wafers grew from zilch to make up 13.4% of overall revenues. The last quarter in particular has seen a step jump as sequential growth has almost doubled. This has led to a meaningful growth acceleration in overall wafer revenues (which make up almost 89% of overall revenues) from sub-20% YoY in Q1 FY24 to 42% in Q2 FY24.</p><p>The next generation is TSMC&#39;s 2nm (N2) wafers. Management expects a ramp profile similar to that of the 3nm (N3) process node:</p><blockquote><p>N2 is on track for volume production in 2025 with a ramp profile similar to N3.</p><p>- CEO C.C. Wei in the Q2 FY24 earnings call.</p></blockquote><p>Customers&#39; interest in TSMC&#39;s 2nm wafers is already high. For example, Apple Inc. (AAPL) is set to use 2nm chips for the iPhone 17 series. An analyst in TSMC&#39;s latest earnings call also highlighted that virtually every client is engaged with TSMC to get their hands on the 2nm wafers, thus forming expectations of a faster ramp on revenues, as well as faster gross margin improvements (as new process nodes typically start out at a lower yield and utilization before ramping up as production increases with continuous efficiency improvements):</p><blockquote><p>I remember C. C., you mentioned earlier that every client is now engaged with you on the 2-nanometer&#39;s migration. So I&#39;m just wondering that when we enter in maybe 2026, the third -- the second year, can we expect that the revenue contribution initially will be larger than what we had comparing to N3? And also wondering that since the performance is much better. So can we expect the dilution period will also be shorter than N3?</p><p>- Chia Yi Yen Citigroup Analyst&#39;s question in the Q2 FY24 earnings call.</p></blockquote><p>TSMC&#39;s CFO confirmed this hypothesis in her reply:</p><blockquote><p>The revenue, yes, it&#39;s going to be bigger, okay? Gross margin dilution, it will be faster to reach corporate average.</p><p>- CFO Jen-Chau Huang&#39;s response in the Q2 FY24 earnings call.</p></blockquote><p>Thus, I am bullish on an accelerated revenue and gross margin ramp of TSMC&#39;s 2nm technology wafers, which are expected to begin high-volume production in H2 FY25.</p><h2 id=\"id_839595257\">Capex investments to alleviate capacity constraints are a positive for long-term growth</h2><p>Similar to NVIDIA Corporation (NVDA), TSMC is facing red-hot demand and is supply-constrained (probably to an even higher extent than NVIDIA). As the CEO himself noted:</p><blockquote><p>All the people want to move into kind of a power-efficient mode. And so they are looking for the more advanced technology so that they can save power consumption. And so a lot of my customers want to move into N2, N2P, A16 quickly. We are working very hard to build the capacity to support them. <strong>Today, it&#39;s a little bit tight, not a little bit, actually, today is very tight. I hope in next year or the next 2 years, we can build enough capacity to support this kind of demand.</strong></p><p>- CEO C. C. Wei in Q2 FY24 earnings call, Author&#39;s bolded highlights.</p></blockquote><p>For this reason, TSMC is ramping up capex investments. Its FY24 capex budget is USD 30-32 billion, which corresponds to almost TWD 989 billion at the midpoint based on current USD/TWD FX rates. This corresponds to a sharp sequential increase of 26.1% in annual capex spending:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/07345d399252d8ea729bda49ec62b753\" tg-width=\"640\" tg-height=\"202\"/></p><p>Capex (TWD mn) (Company Filings, Author&#39;s Analysis)</p><p>Management also assured investors that higher capex for TSMC correlated with higher growth in subsequent years:</p><blockquote><p>Between 70% and 80% of the capital budget will be allocated for advanced process technologies. About 10% to 20% will be spent for specialty technologies, and about 10% will be spent for advanced packaging, testing, mass-making and others. At TSMC, a higher level of capital expenditures is always correlated with the higher growth opportunities in the following years.</p><p>- CFO Jen-Chau Huang in the Q2 FY24 earnings call</p></blockquote><p>Based on the success of the recent N3 process node&#39;s commercial success and the bullish outlook on the N2 process node, I have no doubts in believing management&#39;s commentary about the growth ROI on capex in future years. I see a long runway of growth catalysts ahead even beyond the N2 nodes as the A16 technology (1.6nm) is due for high-volume production in H2 FY24:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f06502d599f69701b39f2c79d0119a19\" tg-width=\"640\" tg-height=\"425\"/></p><p>TSMC Roadmap (AnandTech)</p><p><em>PPA refers to power, performance, and area; these are the 3 key optimization variables in semiconductor designs</em></p><p>Overall, I anticipate these investments to continue maintaining and extending TSMC&#39;s technology and market share leadership:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1cac58756aaee00fb724e48b11ed956c\" tg-width=\"640\" tg-height=\"479\"/></p><p>Semiconductor Foundry Market Share (Statista, TrendForce)</p><h2 id=\"id_3891398293\">Valuations are at a premium, but I think deservedly so</h2><p>At 20.61x, TSM stock is trading at a 40.1% premium to its longer-term 1-yr fwd PE of 14.71x:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5c091d1dcae0b136d0eeb83d348ce253\" tg-width=\"640\" tg-height=\"459\"/></p><p>1-yr fwd PE and MCAP (Capital IQ, Author&#39;s Analysis)</p><p>Although this seems high, it must be viewed in the context of the growth expectations ahead. Currently, the forward FY25 revenue expectations hover around a mid-20s% YoY currently and EPS growth expectations are in the mid-high 20s% YoY. This is higher than the sub-20% YoY revenue and earnings growth seen in 2021, when the multiples were higher in the mid-high 20x ranges.</p><p>Looking at the drivers of the 1-yr fwd P/E, it is good to see that the recent correction in the market capitalization and hence stock price is driven mostly by valuation de-ratings. The earnings growth index (which is a more sustainable driver of long-term stock performance), has shown no signs of deterioration:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fc13764814d46afb3c55733b137bf0bb\" tg-width=\"640\" tg-height=\"462\"/></p><p>1-yr fwd PE Drivers (Capital IQ, Author&#39;s Analysis)</p><p>Relative to its peers, TSMC trades at a 69% premium to other major semiconductor companies, who have an average 1-yr fwd P/E of 12.2x:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16eedfd510b9ab90b080826ab558a7bd\" tg-width=\"640\" tg-height=\"469\"/></p><p>1-yr fwd PE Comps (Capital IQ, Author&#39;s Analysis)</p><p>Given TSMC&#39;s technology leadership, dominant market position, and strong growth outlook ahead, I deem this premium to be acceptable and deserved.</p><h2 id=\"id_4234071122\">Relative technicals are bullish</h2><p><em>If this is your first time reading a Hunting Alpha article using Technical Analysis, you may want to read this post, which explains how and why I read the charts the way I do. All my charts reflect total shareholder return as they are adjusted for dividends/distributions.</em></p><h3 id=\"id_1943462096\">Relative Read of TSM vs. SPX500</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9fa53d8d38c67c217b9150a3d2921e5e\" tg-width=\"640\" tg-height=\"342\"/></p><p>TSM vs SPX500 Technical Analysis (TradingView, Author&#39;s Analysis)</p><p>Relative to the S&amp;P500 (SPY) (SPX), TSM is rebounding off a weekly support after forming a basing pattern. My technical read says this increases the chances of further upside ahead to the weekly resistance and potentially beyond, leading to the outperformance of TSM vs. the broader market.</p><h2 id=\"id_3270152858\">Upper-end of semiconductor cyclicality is a risk monitorable</h2><p>The semiconductor industry has done remarkably well since 2020. However, it is very easy to get caught up in the bullish drivers and ignore the fact that the industry, and TSMC, do have cyclicality. Since 2000, the typical semiconductor cycle has lasted 3.7 years. So I&#39;ve plotted TSMC&#39;s revenues and overlaid it with a 4-yr cycle period CAGR average here:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/98c9b8da2c459d38d556cc0100613d5e\" tg-width=\"640\" tg-height=\"462\"/></p><p>TTM Net Revenue (TWD mn) (Company Filings, Author&#39;s Analysis)</p><p>Currently, the growth trends are on the upper end of the cycle, which makes a cyclical downturn a key risk monitorable. For now, I still lean bullish since the bottom-up drivers indicate that instead of an oversupply problem (which is often the trigger for cyclical downturns), TSMC is currently facing the opposite scenario of strong demand and capacity (supply) constraints.</p><h2 id=\"id_1716789166\">Takeaway &amp; Positioning</h2><p>After looking at how TSMC&#39;s 3nm wafer technology ramped up production to accelerate revenue growth, I am very bullish on the upcoming 2nm high volume production due in H2 FY25 because there are already signs of strong demand, which is leading to expectations of an even faster ramp up in revenues and gross margins than what was seen for the 3nm process nodes.</p><p>Currently, TSMC is facing red-hot demand but is capacity-constrained. Hence, it is ramping up capex investments aggressively to reinvest in continued technological leadership and scale production for the next 2 generations of wafer technologies. I believe management is making the right moves here to maintain and grow its technological and market share leadership among semiconductor foundry players.</p><p>From a valuation perspective, TSMC trades at a premium vs. both its historical 1-yr fwd multiples and vs. other semiconductor companies. However, I believe this is acceptable and deserved since the company&#39;s revenue and earnings outlook is stronger than prior levels when the valuation multiples were even higher. And the company has a dominant position in its sector with an outlook that builds on its technological edge.</p><p>Relative to the S&amp;P500, TSM stock has reacted sharply off a weekly support and formed a base. I expect this setup to lead to an upside and hence outperformance in the stock.</p><h3 id=\"id_4281912502\">How to interpret Hunting Alpha&#39;s ratings:</h3><p>Strong Buy: Expect the company to outperform the S&amp;P500 on a total shareholder return basis, with higher than usual confidence. I also have a net long position in the security in my personal portfolio.</p><p>Buy: Expect the company to outperform the S&amp;P500 on a total shareholder return basis.</p><p>Neutral/hold: Expect the company to perform in line with the S&amp;P500 on a total shareholder return basis.</p><p>Sell: Expect the company to underperform the S&amp;P500 on a total shareholder return basis.</p><p>Strong Sell: Expect the company to underperform the S&amp;P500 on a total shareholder return basis, with higher than usual confidence.</p><p>The typical time-horizon for my views is multiple quarters to more than a year. It is not set in stone. However, I will share updates on my changes in stance in a pinned comment to this article and may also publish a new article discussing the reasons for the change in view.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC: 2nm Wafers Can Outperform The Already Strong Ramp In 3nm Wafers</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\">\nTSMC: 2nm Wafers Can Outperform The Already Strong Ramp In 3nm Wafers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-26 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4723304-tsmc-2nm-wafers-can-outperform-the-already-strong-ramp-in-3nm-wafers><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The 2nm wafer technology ramp-up can potentially accelerate revenues and gross margins even more than what was seen in the 3nm ramp-up.TSMC is capacity-constrained. Capex investments to alleviate ...</p>\n\n<a href=\"https://seekingalpha.com/article/4723304-tsmc-2nm-wafers-can-outperform-the-already-strong-ramp-in-3nm-wafers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://seekingalpha.com/article/4723304-tsmc-2nm-wafers-can-outperform-the-already-strong-ramp-in-3nm-wafers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2470721680","content_text":"The 2nm wafer technology ramp-up can potentially accelerate revenues and gross margins even more than what was seen in the 3nm ramp-up.TSMC is capacity-constrained. Capex investments to alleviate these constraints are positive for long-term growth that is likely to maintain and extend technological and market share leadership.Valuations are at a deserved premium vs. historical levels and peers. TSMC has better revenue and earnings growth prospects than before and is increasing its edge as a market leader.Relative technicals vs. the S&P500 are bullish as a sharp reaction off weekly support followed by a basing pattern is a recipe for further upside and outperformance.Despite the bullish drivers, let's not forget that the semiconductor market is still cyclical. Currently, TSMC's growth is at the upper end of longer-term cyclical growth averages. But the bottom-up drivers are constructive.Performance AssessmentIn my last article on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) (OTC:TSMWF) (often abbreviated as TSMC), I rated the stock a 'Neutral/Hold'. This view was correct for the first 8 months. However, I didn't update my view after that, as my focus was unfortunately on other stocks. I've missed a potential >60% active return upside opportunity in TSMC in 2024:Performance since Author's Last Article on TSMC (Seeking Alpha, Author's Last Article on TSMC)I believe I have a better organization system now to track key companies on my watch list. So going forward, I hope such errors of omission and delayed publication updates will be less frequent.ThesisSince my last update, TSM's demand outlook has improved. It has seen great success in its sale of 3nm technology wafers and I believe it is set to benefit from a similar boost in newer technologies coming in the next few quarters. I am now bullish on Taiwan Semiconductor Manufacturing Company Limited (TSM) (TSMWF). Here's my thesis:2nm technology ramp-up's impacts on revenues and gross margins may be accelerated.Capex investments to alleviate capacity constraints are a positive for long-term growth.Valuations are at a premium, but I think deservedly so.Relative technicals are bullish.The upper end of semiconductor cyclicality is a risk monitorable.2nm technology ramp-up's impacts on revenues and gross margins may be acceleratedWafer revenue and 3nm contribution (Company Filings, Author's Analysis)TSMC started to monetize its 3nm wafers in Q2 FY23. The ramp-up has been impressive as within the space of a year, 3nm wafers grew from zilch to make up 13.4% of overall revenues. The last quarter in particular has seen a step jump as sequential growth has almost doubled. This has led to a meaningful growth acceleration in overall wafer revenues (which make up almost 89% of overall revenues) from sub-20% YoY in Q1 FY24 to 42% in Q2 FY24.The next generation is TSMC's 2nm (N2) wafers. Management expects a ramp profile similar to that of the 3nm (N3) process node:N2 is on track for volume production in 2025 with a ramp profile similar to N3.- CEO C.C. Wei in the Q2 FY24 earnings call.Customers' interest in TSMC's 2nm wafers is already high. For example, Apple Inc. (AAPL) is set to use 2nm chips for the iPhone 17 series. An analyst in TSMC's latest earnings call also highlighted that virtually every client is engaged with TSMC to get their hands on the 2nm wafers, thus forming expectations of a faster ramp on revenues, as well as faster gross margin improvements (as new process nodes typically start out at a lower yield and utilization before ramping up as production increases with continuous efficiency improvements):I remember C. C., you mentioned earlier that every client is now engaged with you on the 2-nanometer's migration. So I'm just wondering that when we enter in maybe 2026, the third -- the second year, can we expect that the revenue contribution initially will be larger than what we had comparing to N3? And also wondering that since the performance is much better. So can we expect the dilution period will also be shorter than N3?- Chia Yi Yen Citigroup Analyst's question in the Q2 FY24 earnings call.TSMC's CFO confirmed this hypothesis in her reply:The revenue, yes, it's going to be bigger, okay? Gross margin dilution, it will be faster to reach corporate average.- CFO Jen-Chau Huang's response in the Q2 FY24 earnings call.Thus, I am bullish on an accelerated revenue and gross margin ramp of TSMC's 2nm technology wafers, which are expected to begin high-volume production in H2 FY25.Capex investments to alleviate capacity constraints are a positive for long-term growthSimilar to NVIDIA Corporation (NVDA), TSMC is facing red-hot demand and is supply-constrained (probably to an even higher extent than NVIDIA). As the CEO himself noted:All the people want to move into kind of a power-efficient mode. And so they are looking for the more advanced technology so that they can save power consumption. And so a lot of my customers want to move into N2, N2P, A16 quickly. We are working very hard to build the capacity to support them. Today, it's a little bit tight, not a little bit, actually, today is very tight. I hope in next year or the next 2 years, we can build enough capacity to support this kind of demand.- CEO C. C. Wei in Q2 FY24 earnings call, Author's bolded highlights.For this reason, TSMC is ramping up capex investments. Its FY24 capex budget is USD 30-32 billion, which corresponds to almost TWD 989 billion at the midpoint based on current USD/TWD FX rates. This corresponds to a sharp sequential increase of 26.1% in annual capex spending:Capex (TWD mn) (Company Filings, Author's Analysis)Management also assured investors that higher capex for TSMC correlated with higher growth in subsequent years:Between 70% and 80% of the capital budget will be allocated for advanced process technologies. About 10% to 20% will be spent for specialty technologies, and about 10% will be spent for advanced packaging, testing, mass-making and others. At TSMC, a higher level of capital expenditures is always correlated with the higher growth opportunities in the following years.- CFO Jen-Chau Huang in the Q2 FY24 earnings callBased on the success of the recent N3 process node's commercial success and the bullish outlook on the N2 process node, I have no doubts in believing management's commentary about the growth ROI on capex in future years. I see a long runway of growth catalysts ahead even beyond the N2 nodes as the A16 technology (1.6nm) is due for high-volume production in H2 FY24:TSMC Roadmap (AnandTech)PPA refers to power, performance, and area; these are the 3 key optimization variables in semiconductor designsOverall, I anticipate these investments to continue maintaining and extending TSMC's technology and market share leadership:Semiconductor Foundry Market Share (Statista, TrendForce)Valuations are at a premium, but I think deservedly soAt 20.61x, TSM stock is trading at a 40.1% premium to its longer-term 1-yr fwd PE of 14.71x:1-yr fwd PE and MCAP (Capital IQ, Author's Analysis)Although this seems high, it must be viewed in the context of the growth expectations ahead. Currently, the forward FY25 revenue expectations hover around a mid-20s% YoY currently and EPS growth expectations are in the mid-high 20s% YoY. This is higher than the sub-20% YoY revenue and earnings growth seen in 2021, when the multiples were higher in the mid-high 20x ranges.Looking at the drivers of the 1-yr fwd P/E, it is good to see that the recent correction in the market capitalization and hence stock price is driven mostly by valuation de-ratings. The earnings growth index (which is a more sustainable driver of long-term stock performance), has shown no signs of deterioration:1-yr fwd PE Drivers (Capital IQ, Author's Analysis)Relative to its peers, TSMC trades at a 69% premium to other major semiconductor companies, who have an average 1-yr fwd P/E of 12.2x:1-yr fwd PE Comps (Capital IQ, Author's Analysis)Given TSMC's technology leadership, dominant market position, and strong growth outlook ahead, I deem this premium to be acceptable and deserved.Relative technicals are bullishIf this is your first time reading a Hunting Alpha article using Technical Analysis, you may want to read this post, which explains how and why I read the charts the way I do. All my charts reflect total shareholder return as they are adjusted for dividends/distributions.Relative Read of TSM vs. SPX500TSM vs SPX500 Technical Analysis (TradingView, Author's Analysis)Relative to the S&P500 (SPY) (SPX), TSM is rebounding off a weekly support after forming a basing pattern. My technical read says this increases the chances of further upside ahead to the weekly resistance and potentially beyond, leading to the outperformance of TSM vs. the broader market.Upper-end of semiconductor cyclicality is a risk monitorableThe semiconductor industry has done remarkably well since 2020. However, it is very easy to get caught up in the bullish drivers and ignore the fact that the industry, and TSMC, do have cyclicality. Since 2000, the typical semiconductor cycle has lasted 3.7 years. So I've plotted TSMC's revenues and overlaid it with a 4-yr cycle period CAGR average here:TTM Net Revenue (TWD mn) (Company Filings, Author's Analysis)Currently, the growth trends are on the upper end of the cycle, which makes a cyclical downturn a key risk monitorable. For now, I still lean bullish since the bottom-up drivers indicate that instead of an oversupply problem (which is often the trigger for cyclical downturns), TSMC is currently facing the opposite scenario of strong demand and capacity (supply) constraints.Takeaway & PositioningAfter looking at how TSMC's 3nm wafer technology ramped up production to accelerate revenue growth, I am very bullish on the upcoming 2nm high volume production due in H2 FY25 because there are already signs of strong demand, which is leading to expectations of an even faster ramp up in revenues and gross margins than what was seen for the 3nm process nodes.Currently, TSMC is facing red-hot demand but is capacity-constrained. Hence, it is ramping up capex investments aggressively to reinvest in continued technological leadership and scale production for the next 2 generations of wafer technologies. I believe management is making the right moves here to maintain and grow its technological and market share leadership among semiconductor foundry players.From a valuation perspective, TSMC trades at a premium vs. both its historical 1-yr fwd multiples and vs. other semiconductor companies. However, I believe this is acceptable and deserved since the company's revenue and earnings outlook is stronger than prior levels when the valuation multiples were even higher. And the company has a dominant position in its sector with an outlook that builds on its technological edge.Relative to the S&P500, TSM stock has reacted sharply off a weekly support and formed a base. I expect this setup to lead to an upside and hence outperformance in the stock.How to interpret Hunting Alpha's ratings:Strong Buy: Expect the company to outperform the S&P500 on a total shareholder return basis, with higher than usual confidence. I also have a net long position in the security in my personal portfolio.Buy: Expect the company to outperform the S&P500 on a total shareholder return basis.Neutral/hold: Expect the company to perform in line with the S&P500 on a total shareholder return basis.Sell: Expect the company to underperform the S&P500 on a total shareholder return basis.Strong Sell: Expect the company to underperform the S&P500 on a total shareholder return basis, with higher than usual confidence.The typical time-horizon for my views is multiple quarters to more than a year. It is not set in stone. However, I will share updates on my changes in stance in a pinned comment to this article and may also publish a new article discussing the reasons for the change in view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353256695021824,"gmtCreate":1727281175217,"gmtModify":1727281179381,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> i would say there is a chance that it would. There are already self driving happening in parts of china as well as las Vegas, Nevada. I'm sure there are a number of other self driving trials happening in many parts of the world right now. This will definitely push Tesla's price to new all time highs. Best of luck to all who are vested.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> i would say there is a chance that it would. There are already self driving happening in parts of china as well as las Vegas, Nevada. I'm sure there are a number of other self driving trials happening in many parts of the world right now. This will definitely push Tesla's price to new all time highs. Best of luck to all who are vested.&nbsp;","text":"$Tesla Motors(TSLA)$ i would say there is a chance that it would. There are already self driving happening in parts of china as well as las Vegas, Nevada. I'm sure there are a number of other self driving trials happening in many parts of the world right now. This will definitely push Tesla's price to new all time highs. Best of luck to all who are vested.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353256695021824","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345424008081424,"gmtCreate":1725351748356,"gmtModify":1725351751746,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"\">[惊讶]&nbsp;</a>‌","listText":"‌<a href=\"\">[惊讶]&nbsp;</a>‌","text":"‌[惊讶] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345424008081424","repostId":"1119378625","repostType":2,"repost":{"id":"1119378625","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1725355735,"share":"https://ttm.financial/m/news/1119378625?lang=&edition=fundamental","pubTime":"2024-09-03 17:28","market":"us","language":"en","title":"Nvidia Stock Slips. Why Elon Musk’s xAI Is Loading Up on the Chipmaker’s GPUs","url":"https://stock-news.laohu8.com/highlight/detail?id=1119378625","media":"Dow Jones","summary":"Nvidia shares drop 1.1% premarket after rising 1.5% in previous session.","content":"<html><head></head><body><p>Nvidia is set to start shipping its next-generation Blackwell semiconductor chips later this year—but there’s fresh evidence concern over demand for its current line of products is overdone. Elon Musk is an excellent example.</p><p style=\"text-align: start;\">Musk said on Monday that xAI, the artificial intelligence start-up he founded in March 2023, had successfully brought its Colossus AI training infrastructure online after just 122 days.</p><p>He said in a post on X that the cluster, which is powered by 100,000 Nvidia H100 graphics processing units (GPUs), would be “the most powerful AI training system in the world,” adding that it would “double in size” in a few months.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5085464ae48253c50d3b1f4c6b6add3\" tg-width=\"578\" tg-height=\"423\"/></p><p>It’s a reminder that demand for Nvidia’s current generation of chips remains robust, even before it rolls out its Blackwell GPUs, which are expected to ship in the fourth quarter.</p><p style=\"text-align: start;\">xAI isn’t alone in inking a deal with the semiconductor giant. In January,  <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> CEO Mark Zuckerberg said the company plans to have boughtbillions of dollars worth of GPUs by the end of this year.</p><p style=\"text-align: start;\">Nvidia shares fell 2.1% in premarket trading on Tuesday. Investors have had the whole of the long weekend to digest the company’s latest earnings, where it beat analysts’ top-line targets but issued slightly underwhelming profit guidance.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45195f8855a97f12955ff0d2d9b33e0d\" tg-width=\"413\" tg-height=\"396\"/></p><p style=\"text-align: start;\">Among other chip makers,  <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>  fell 0.5% ahead of the opening bell, while  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> slipped 0.8% and  <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> was down 0.6%.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Slips. Why Elon Musk’s xAI Is Loading Up on the Chipmaker’s GPUs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Slips. Why Elon Musk’s xAI Is Loading Up on the Chipmaker’s GPUs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-03 17:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia is set to start shipping its next-generation Blackwell semiconductor chips later this year—but there’s fresh evidence concern over demand for its current line of products is overdone. Elon Musk is an excellent example.</p><p style=\"text-align: start;\">Musk said on Monday that xAI, the artificial intelligence start-up he founded in March 2023, had successfully brought its Colossus AI training infrastructure online after just 122 days.</p><p>He said in a post on X that the cluster, which is powered by 100,000 Nvidia H100 graphics processing units (GPUs), would be “the most powerful AI training system in the world,” adding that it would “double in size” in a few months.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5085464ae48253c50d3b1f4c6b6add3\" tg-width=\"578\" tg-height=\"423\"/></p><p>It’s a reminder that demand for Nvidia’s current generation of chips remains robust, even before it rolls out its Blackwell GPUs, which are expected to ship in the fourth quarter.</p><p style=\"text-align: start;\">xAI isn’t alone in inking a deal with the semiconductor giant. In January,  <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> CEO Mark Zuckerberg said the company plans to have boughtbillions of dollars worth of GPUs by the end of this year.</p><p style=\"text-align: start;\">Nvidia shares fell 2.1% in premarket trading on Tuesday. Investors have had the whole of the long weekend to digest the company’s latest earnings, where it beat analysts’ top-line targets but issued slightly underwhelming profit guidance.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45195f8855a97f12955ff0d2d9b33e0d\" tg-width=\"413\" tg-height=\"396\"/></p><p style=\"text-align: start;\">Among other chip makers,  <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>  fell 0.5% ahead of the opening bell, while  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> slipped 0.8% and  <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> was down 0.6%.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119378625","content_text":"Nvidia is set to start shipping its next-generation Blackwell semiconductor chips later this year—but there’s fresh evidence concern over demand for its current line of products is overdone. Elon Musk is an excellent example.Musk said on Monday that xAI, the artificial intelligence start-up he founded in March 2023, had successfully brought its Colossus AI training infrastructure online after just 122 days.He said in a post on X that the cluster, which is powered by 100,000 Nvidia H100 graphics processing units (GPUs), would be “the most powerful AI training system in the world,” adding that it would “double in size” in a few months.It’s a reminder that demand for Nvidia’s current generation of chips remains robust, even before it rolls out its Blackwell GPUs, which are expected to ship in the fourth quarter.xAI isn’t alone in inking a deal with the semiconductor giant. In January,  Meta Platforms, Inc. CEO Mark Zuckerberg said the company plans to have boughtbillions of dollars worth of GPUs by the end of this year.Nvidia shares fell 2.1% in premarket trading on Tuesday. Investors have had the whole of the long weekend to digest the company’s latest earnings, where it beat analysts’ top-line targets but issued slightly underwhelming profit guidance.Among other chip makers,  Broadcom  fell 0.5% ahead of the opening bell, while  Advanced Micro Devices slipped 0.8% and  Qualcomm was down 0.6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343764070437064,"gmtCreate":1724956368094,"gmtModify":1724956373210,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$ &nbsp;</a>‌JUST TESTED FRESH DAY LOWS. HMMMMM","listText":"‌<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$ &nbsp;</a>‌JUST TESTED FRESH DAY LOWS. HMMMMM","text":"‌$NVIDIA Corp(NVDA)$ ‌JUST TESTED FRESH DAY LOWS. HMMMMM","images":[{"img":"https://community-static.tradeup.com/news/2ea735fa820836570ab1f3b1594ce9a6","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343764070437064","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":340393219199208,"gmtCreate":1724134856263,"gmtModify":1724134861849,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"\">[弱]&nbsp;</a>‌‌<a href=\"\">[举爪]&nbsp;</a>‌","listText":"‌<a href=\"\">[弱]&nbsp;</a>‌‌<a href=\"\">[举爪]&nbsp;</a>‌","text":"‌[弱] ‌‌[举爪] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340393219199208","repostId":"2460994840","repostType":4,"repost":{"id":"2460994840","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1724130642,"share":"https://ttm.financial/m/news/2460994840?lang=&edition=fundamental","pubTime":"2024-08-20 13:10","market":"sg","language":"en","title":"Boeing Finds Cracks in Structure of 777X Test Jets","url":"https://stock-news.laohu8.com/highlight/detail?id=2460994840","media":"Dow Jones","summary":"Boeing found cracks in the structure of its 777X jetliner in initial test flights, the latest setback for the long-delayed airplane.The company said it would ground its four-plane test fleet while it replaces the faulty component and sorts out what went wrong.Boeing has orders for 540 of the new aircraft that it plans to start delivering in 2025. It is unclear what impact the issue could have on the plane's launch date.The 777X, designed for airlines wanting to connect the globe's major cities and to carry some 400 passengers more, is already years behind. Boeing unveiled the plane in 2013 and said it would start delivering the model in 2020.\"During scheduled maintenance, we identified a component that did not perform as designed,\" the company said. \"Our team is replacing the part and capturing any learnings from the component and will resume flight testing when ready.\". Boeing's efforts to launch new aircraft iterations face fresh delays amid a quality crisis that has engulfed the jet","content":"<html><head></head><body><p>Boeing found cracks in the structure of its 777X jetliner in initial test flights, the latest setback for the long-delayed airplane.</p><p>The company said it would ground its four-plane test fleet while it replaces the faulty component and sorts out what went wrong.</p><p>Boeing has orders for 540 of the new aircraft that it plans to start delivering in 2025. It is unclear what impact the issue could have on the plane&#39;s launch date.</p><p>The 777X, designed for airlines wanting to connect the globe&#39;s major cities and to carry some 400 passengers more, is already years behind. Boeing unveiled the plane in 2013 and said it would start delivering the model in 2020.</p><p>The company started flight-certification testing in July.</p><p>&#34;During scheduled maintenance, we identified a component that did not perform as designed,&#34; the company said. &#34;Our team is replacing the part and capturing any learnings from the component and will resume flight testing when ready.&#34;</p><p>The company described the part as a structural component between the engine and the airplane. It said no test flights were planned in the near term on any of the aircraft, and that it has notified federal regulators and customers.</p><p>The development was earlier reported by trade publication the Air Current.</p><p>Boeing&#39;s efforts to launch new aircraft iterations face fresh delays amid a quality crisis that has engulfed the jet maker following January&#39;s near catastrophe on an Alaska Airlines flight. The company also is awaiting federal certification of its MAX 10 and MAX 7 jets, also behind schedule.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Boeing Finds Cracks in Structure of 777X Test Jets</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\">\nBoeing Finds Cracks in Structure of 777X Test Jets\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-20 13:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Boeing found cracks in the structure of its 777X jetliner in initial test flights, the latest setback for the long-delayed airplane.</p><p>The company said it would ground its four-plane test fleet while it replaces the faulty component and sorts out what went wrong.</p><p>Boeing has orders for 540 of the new aircraft that it plans to start delivering in 2025. It is unclear what impact the issue could have on the plane&#39;s launch date.</p><p>The 777X, designed for airlines wanting to connect the globe&#39;s major cities and to carry some 400 passengers more, is already years behind. Boeing unveiled the plane in 2013 and said it would start delivering the model in 2020.</p><p>The company started flight-certification testing in July.</p><p>&#34;During scheduled maintenance, we identified a component that did not perform as designed,&#34; the company said. &#34;Our team is replacing the part and capturing any learnings from the component and will resume flight testing when ready.&#34;</p><p>The company described the part as a structural component between the engine and the airplane. It said no test flights were planned in the near term on any of the aircraft, and that it has notified federal regulators and customers.</p><p>The development was earlier reported by trade publication the Air Current.</p><p>Boeing&#39;s efforts to launch new aircraft iterations face fresh delays amid a quality crisis that has engulfed the jet maker following January&#39;s near catastrophe on an Alaska Airlines flight. The company also is awaiting federal certification of its MAX 10 and MAX 7 jets, also behind schedule.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4516":"特朗普概念","BK4588":"碎股","BA":"波音","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4187":"航天航空与国防","BK4564":"太空概念","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4551":"寇图资本持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2460994840","content_text":"Boeing found cracks in the structure of its 777X jetliner in initial test flights, the latest setback for the long-delayed airplane.The company said it would ground its four-plane test fleet while it replaces the faulty component and sorts out what went wrong.Boeing has orders for 540 of the new aircraft that it plans to start delivering in 2025. It is unclear what impact the issue could have on the plane's launch date.The 777X, designed for airlines wanting to connect the globe's major cities and to carry some 400 passengers more, is already years behind. Boeing unveiled the plane in 2013 and said it would start delivering the model in 2020.The company started flight-certification testing in July.\"During scheduled maintenance, we identified a component that did not perform as designed,\" the company said. \"Our team is replacing the part and capturing any learnings from the component and will resume flight testing when ready.\"The company described the part as a structural component between the engine and the airplane. It said no test flights were planned in the near term on any of the aircraft, and that it has notified federal regulators and customers.The development was earlier reported by trade publication the Air Current.Boeing's efforts to launch new aircraft iterations face fresh delays amid a quality crisis that has engulfed the jet maker following January's near catastrophe on an Alaska Airlines flight. The company also is awaiting federal certification of its MAX 10 and MAX 7 jets, also behind schedule.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":337524175216832,"gmtCreate":1723439544521,"gmtModify":1723439549389,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"\">[可怜]&nbsp;</a>‌","listText":"‌<a href=\"\">[可怜]&nbsp;</a>‌","text":"‌[可怜] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/337524175216832","repostId":"2458667129","repostType":2,"repost":{"id":"2458667129","pubTimestamp":1723431600,"share":"https://ttm.financial/m/news/2458667129?lang=&edition=fundamental","pubTime":"2024-08-12 11:00","market":"us","language":"en","title":"This Week's CPI Report Could Be A Disaster For The Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2458667129","media":"seekingalpha","summary":"CPI data expected to confirm the Fed rate-cutting cycle starting in September, leading to falling rates and USD/JPY levels, negative for equity markets.Market-based data and models predict CPI to miss","content":"<html><head></head><body><ul style=\"\"><li><p>CPI data expected to confirm the Fed rate-cutting cycle starting in September, leading to falling rates and USD/JPY levels, negative for equity markets.</p></li><li><p>Market-based data and models predict CPI to miss expectations, indicating a real disinflation trend and potential Fed rate cuts in September.</p></li><li><p>Yield curve steepening expected due to falling short-term rates, further contraction of interest rate differentials, and potential slowdown in economic growth.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c14a503914e072a0e8b39d79655c39c8\" alt=\"HadelProductions\" title=\"HadelProductions\" tg-width=\"750\" tg-height=\"720\"/><span>HadelProductions</span></p><p>This will be a make-or-break week for the market across all asset classes. Over the past few weeks, we have seen equity, rates, and the dollar fall materially. The inflation data this week will either suggest that the slowing we see in the data to this point is concerning, meaning the sell-off to this point has been justified, or the data this week will suggest that the trends of the past weeks are not a concern, leading to a reversal of the declines we have seen thus far.</p><p>However, based on market-based data and various models, the CPI data will likely confirm that the Fed rate-cutting cycle is about to start in earnest in September. As a result, one can expect rates to fall, leading to further yield curve steepening. More importantly, this will further deteriorate interest rate differentials, leading the USD/JPY to lower levels and further unwinding the carry trade, which is negative for equity markets.</p><h2 id=\"id_1696463627\">CPI Could Miss</h2><p>Analysts expect the CPI to rise by 0.2% m/m in July, compared to a decline of -0.1% m/m in June. Meanwhile, headline CPI is expected to remain unchanged at 3.0% y/y. Core CPI is expected to increase by 0.2% m/m, up from 0.1% in June and rise by 3.2% y/y, down from 3.3% in June.</p><p>The market is predicting, using CPI swaps, that headline CPI will only rise by 0.15% m/m in July and by 2.92% y/y. If swap pricing is correct, there would be a clear miss on the headline CPI year-over-year, and that 0.15% increase is really too close to call, as to whether we get a 0.1% or 0.2% m/m increase.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d4b2ed03259b574f44821cba5d5e8d20\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"267\"/><span>Bloomberg</span></p><p>The other models from Kalshi, the Cleveland Fed, and Bloomberg Economics suggest that CPI, on a rounded basis, does not come in above 0.2% m/m and not above 3% y/y. But more importantly, three of the four pricing models suggest that headline CPI comes in at 2.9% y/y, a clear miss.</p><h2 id=\"id_3576600121\">Carry Trade Impacts</h2><p>If the models are pricing things correctly, this would likely suggest that the disinflation trend that started in May is real. It would likely give the Fed the confidence it needs to start cutting rates in September. In all likelihood, this would result in short-term rates at the front of the US yield curve to fall.</p><p>But more importantly, it would also lead to further contraction of interest rate differentials between US Treasuries and Japan&#39;s Government Bonds. This further contraction would likely resume the downward movement in the USD/JPY and further unwind the carry trade. For example, this could result in the US 10-year rate falling towards the 10-year JGB, causing the difference or spread between the government bonds to decline, making the carry trade less desirable.</p><p>This past week was a prime example because when interest rate differentials paused their declines, the USD/JPY paused its decline. The movements in the USD/JPY have more to do with US rates falling than the BOJ hiking. Yes, a BOJ rate hike increases the borrowing cost for the yen, but falling US rates contract the spreads, making the trades less profitable.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/17a519b6570c87f234af065bf5afaccb\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"282\"/><span>Bloomberg</span></p><h2 id=\"id_2345116791\">Yield Curve Steepening</h2><p>Additionally, we have seen a considerable shift in the bond market, with the difference between the 10-year and the 2-year falling, mainly because the 2-year rate is falling to the 10-year rate. Because the 2-year rate was higher than the 10-year rate, the spread had been stuck below the -15 bps level since July 2022, meaning the 10-year rate could never close the gap with the 2-year. So, the recent move above that technical resistance at -15 bps is significant. It should support the yield curve steepening further as the 2-year moves lower to account for expectations of the Fed cutting Fed Funds rates and, more importantly, serve as an indicator of the slowdown in economic growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3f026c51425823b1ae1d38ceed9af3a8\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"333\"/><span>Bloomberg</span></p><p>Additionally, we have seen specific market-based financial instruments that measure inflation expectations, such as 5-year inflation breakevens and 5-year zero-coupon inflation swaps, break through some key levels of technical support. These levels of technical support had held multiples over the past two years, even when it appeared that inflation was coming down in the second half of 2023. This current break of support seems to suggest that the market thinks something has changed, not just regarding inflation but regarding economic growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35953f03dc401391caf688ed0f118753\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"355\"/><span>Bloomberg</span></p><p>These measures of inflation expectations also track nominal GDP growth reasonably closely over time, and the sudden decline in both measures would forecast a further slowing of economic growth in the coming months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/47b133aa91d2aa844670361d2b121dba\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"355\"/><span>Bloomberg</span></p><p>Additionally, the July job report showed that the total private aggregate weekly payrolls index fell to 4.8% year over year, its lowest level since January 2024. It, too, tends to track nominal GDP growth closely over time, suggesting a slowdown in nominal GDP growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1d9971cca4757b7ab3781c6bf6f25cb4\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"300\"/><span>Bloomberg</span></p><h2 id=\"id_3786161533\">Further Risks</h2><p>All of these changes signalled prior to this coming week would likely only further accelerate should CPI data come in weaker than analysts forecast, as swaps suggest might happen. This would likely lead to further yen appreciation versus the dollar and further steepening of the yield curve. Because the regime of good news is bad news, it has flip-flopped to bad news being bad news.</p><p>A further unwind of the yen carry trade and a further steepening of the yield curve would both be a negative for the equity market, as it would continue to unwind the higher-for-longer trade that has been in place since March 2023.</p><p>If the inflation data should come in hotter than expected, the USD/JPY would rally, the yield curve would probably invert as short-term rates rise above 10-term rates, and the equity market would be saved, at least for a while longer.</p><p>But again, CPI swaps, which are market-based, do not suggest a hotter-than-expected reading.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Week's CPI Report Could Be A Disaster For The Market</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\">\nThis Week's CPI Report Could Be A Disaster For The Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-12 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4713433-cpi-report-could-be-disaster-for-market><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CPI data expected to confirm the Fed rate-cutting cycle starting in September, leading to falling rates and USD/JPY levels, negative for equity markets.Market-based data and models predict CPI to miss...</p>\n\n<a href=\"https://seekingalpha.com/article/4713433-cpi-report-could-be-disaster-for-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4713433-cpi-report-could-be-disaster-for-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2458667129","content_text":"CPI data expected to confirm the Fed rate-cutting cycle starting in September, leading to falling rates and USD/JPY levels, negative for equity markets.Market-based data and models predict CPI to miss expectations, indicating a real disinflation trend and potential Fed rate cuts in September.Yield curve steepening expected due to falling short-term rates, further contraction of interest rate differentials, and potential slowdown in economic growth.HadelProductionsThis will be a make-or-break week for the market across all asset classes. Over the past few weeks, we have seen equity, rates, and the dollar fall materially. The inflation data this week will either suggest that the slowing we see in the data to this point is concerning, meaning the sell-off to this point has been justified, or the data this week will suggest that the trends of the past weeks are not a concern, leading to a reversal of the declines we have seen thus far.However, based on market-based data and various models, the CPI data will likely confirm that the Fed rate-cutting cycle is about to start in earnest in September. As a result, one can expect rates to fall, leading to further yield curve steepening. More importantly, this will further deteriorate interest rate differentials, leading the USD/JPY to lower levels and further unwinding the carry trade, which is negative for equity markets.CPI Could MissAnalysts expect the CPI to rise by 0.2% m/m in July, compared to a decline of -0.1% m/m in June. Meanwhile, headline CPI is expected to remain unchanged at 3.0% y/y. Core CPI is expected to increase by 0.2% m/m, up from 0.1% in June and rise by 3.2% y/y, down from 3.3% in June.The market is predicting, using CPI swaps, that headline CPI will only rise by 0.15% m/m in July and by 2.92% y/y. If swap pricing is correct, there would be a clear miss on the headline CPI year-over-year, and that 0.15% increase is really too close to call, as to whether we get a 0.1% or 0.2% m/m increase.BloombergThe other models from Kalshi, the Cleveland Fed, and Bloomberg Economics suggest that CPI, on a rounded basis, does not come in above 0.2% m/m and not above 3% y/y. But more importantly, three of the four pricing models suggest that headline CPI comes in at 2.9% y/y, a clear miss.Carry Trade ImpactsIf the models are pricing things correctly, this would likely suggest that the disinflation trend that started in May is real. It would likely give the Fed the confidence it needs to start cutting rates in September. In all likelihood, this would result in short-term rates at the front of the US yield curve to fall.But more importantly, it would also lead to further contraction of interest rate differentials between US Treasuries and Japan's Government Bonds. This further contraction would likely resume the downward movement in the USD/JPY and further unwind the carry trade. For example, this could result in the US 10-year rate falling towards the 10-year JGB, causing the difference or spread between the government bonds to decline, making the carry trade less desirable.This past week was a prime example because when interest rate differentials paused their declines, the USD/JPY paused its decline. The movements in the USD/JPY have more to do with US rates falling than the BOJ hiking. Yes, a BOJ rate hike increases the borrowing cost for the yen, but falling US rates contract the spreads, making the trades less profitable.BloombergYield Curve SteepeningAdditionally, we have seen a considerable shift in the bond market, with the difference between the 10-year and the 2-year falling, mainly because the 2-year rate is falling to the 10-year rate. Because the 2-year rate was higher than the 10-year rate, the spread had been stuck below the -15 bps level since July 2022, meaning the 10-year rate could never close the gap with the 2-year. So, the recent move above that technical resistance at -15 bps is significant. It should support the yield curve steepening further as the 2-year moves lower to account for expectations of the Fed cutting Fed Funds rates and, more importantly, serve as an indicator of the slowdown in economic growth.BloombergAdditionally, we have seen specific market-based financial instruments that measure inflation expectations, such as 5-year inflation breakevens and 5-year zero-coupon inflation swaps, break through some key levels of technical support. These levels of technical support had held multiples over the past two years, even when it appeared that inflation was coming down in the second half of 2023. This current break of support seems to suggest that the market thinks something has changed, not just regarding inflation but regarding economic growth.BloombergThese measures of inflation expectations also track nominal GDP growth reasonably closely over time, and the sudden decline in both measures would forecast a further slowing of economic growth in the coming months.BloombergAdditionally, the July job report showed that the total private aggregate weekly payrolls index fell to 4.8% year over year, its lowest level since January 2024. It, too, tends to track nominal GDP growth closely over time, suggesting a slowdown in nominal GDP growth.BloombergFurther RisksAll of these changes signalled prior to this coming week would likely only further accelerate should CPI data come in weaker than analysts forecast, as swaps suggest might happen. This would likely lead to further yen appreciation versus the dollar and further steepening of the yield curve. Because the regime of good news is bad news, it has flip-flopped to bad news being bad news.A further unwind of the yen carry trade and a further steepening of the yield curve would both be a negative for the equity market, as it would continue to unwind the higher-for-longer trade that has been in place since March 2023.If the inflation data should come in hotter than expected, the USD/JPY would rally, the yield curve would probably invert as short-term rates rise above 10-term rates, and the equity market would be saved, at least for a while longer.But again, CPI swaps, which are market-based, do not suggest a hotter-than-expected reading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336562908020888,"gmtCreate":1723204767560,"gmtModify":1723204771543,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"clean and green city. and amazing food that is available round the clock. [smile]","listText":"clean and green city. and amazing food that is available round the clock. [smile]","text":"clean and green city. and amazing food that is available round the clock. [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336562908020888","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335837594882304,"gmtCreate":1723027783953,"gmtModify":1723027787852,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$ &nbsp;</a>‌LOTS OF CHOPPY SIDEWAYS ACTION IN THE PREMARKET. ONLY MEANS 1 THING. STOCK IS GONNA BREAK TO THE UPSIDE OR DOWNSIDE‌<a href=\"\">[暗中观察]&nbsp;</a>‌","listText":"‌<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$ &nbsp;</a>‌LOTS OF CHOPPY SIDEWAYS ACTION IN THE PREMARKET. ONLY MEANS 1 THING. STOCK IS GONNA BREAK TO THE UPSIDE OR DOWNSIDE‌<a href=\"\">[暗中观察]&nbsp;</a>‌","text":"‌$NVIDIA Corp(NVDA)$ ‌LOTS OF CHOPPY SIDEWAYS ACTION IN THE PREMARKET. ONLY MEANS 1 THING. STOCK IS GONNA BREAK TO THE UPSIDE OR DOWNSIDE‌[暗中观察] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335837594882304","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335392136515736,"gmtCreate":1722912777476,"gmtModify":1723018402860,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"title":"overnight trades cancelled unknowingly","htmlText":"this email was only sent to me at 723pm. only then did i realized that my purchase of NVDA and AMZN shares were not in my account even though order listed as filled on my app and desktop. i even sold these newly bought AMZN shares which i thought were filled several hours later and realized i made losses after getting this email. so in conclusion, i made losses on AMZN and lost would be gains on NVDA. please help","listText":"this email was only sent to me at 723pm. only then did i realized that my purchase of NVDA and AMZN shares were not in my account even though order listed as filled on my app and desktop. i even sold these newly bought AMZN shares which i thought were filled several hours later and realized i made losses after getting this email. so in conclusion, i made losses on AMZN and lost would be gains on NVDA. please help","text":"this email was only sent to me at 723pm. only then did i realized that my purchase of NVDA and AMZN shares were not in my account even though order listed as filled on my app and desktop. i even sold these newly bought AMZN shares which i thought were filled several hours later and realized i made losses after getting this email. so in conclusion, i made losses on AMZN and lost would be gains on NVDA. please help","images":[{"img":"https://community-static.tradeup.com/news/7a24ea1ac43f11ad31e041ca6de95565","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335392136515736","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":335203609587952,"gmtCreate":1722866797302,"gmtModify":1722866800534,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/AMD\">$Advanced Micro Devices(AMD)$ &nbsp;</a>‌nice work AMD. welcome to the green team despite the global rout‌<a href=\"\">[财迷]&nbsp;</a>‌‌<a href=\"\">[微笑]&nbsp;</a>‌‌<a href=\"\">[龇牙]&nbsp;</a>‌","listText":"‌<a href=\"https://laohu8.com/S/AMD\">$Advanced Micro Devices(AMD)$ &nbsp;</a>‌nice work AMD. welcome to the green team despite the global rout‌<a href=\"\">[财迷]&nbsp;</a>‌‌<a href=\"\">[微笑]&nbsp;</a>‌‌<a href=\"\">[龇牙]&nbsp;</a>‌","text":"‌$Advanced Micro Devices(AMD)$ ‌nice work AMD. welcome to the green team despite the global rout‌[财迷] ‌‌[微笑] ‌‌[龇牙] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/335203609587952","isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334136009441432,"gmtCreate":1722609471998,"gmtModify":1722609475443,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/VIX\">$Cboe Volatility Index(VIX)$ &nbsp;</a>‌MAKE THAT OVER 45 PERCENT ‌<a href=\"\">[默哀]&nbsp;</a>‌","listText":"‌<a href=\"https://laohu8.com/S/VIX\">$Cboe Volatility Index(VIX)$ &nbsp;</a>‌MAKE THAT OVER 45 PERCENT ‌<a href=\"\">[默哀]&nbsp;</a>‌","text":"‌$Cboe Volatility Index(VIX)$ ‌MAKE THAT OVER 45 PERCENT ‌[默哀] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334136009441432","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334131079073960,"gmtCreate":1722608270239,"gmtModify":1722608273916,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/VIX\">$Cboe Volatility Index(VIX)$ &nbsp;</a>‌WOW VIX +30 OVER PERCENT‌<a href=\"\">[喷血]&nbsp;</a>‌‌<a href=\"\">[流泪]&nbsp;</a>‌‌<a href=\"\">[惊吓]&nbsp;</a>‌","listText":"‌<a href=\"https://laohu8.com/S/VIX\">$Cboe Volatility Index(VIX)$ &nbsp;</a>‌WOW VIX +30 OVER PERCENT‌<a href=\"\">[喷血]&nbsp;</a>‌‌<a href=\"\">[流泪]&nbsp;</a>‌‌<a href=\"\">[惊吓]&nbsp;</a>‌","text":"‌$Cboe Volatility Index(VIX)$ ‌WOW VIX +30 OVER PERCENT‌[喷血] ‌‌[流泪] ‌‌[惊吓] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334131079073960","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328425456246992,"gmtCreate":1721217286648,"gmtModify":1721217289397,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/ASML\">$ASML Holding NV(ASML)$ &nbsp;</a>‌‌<a href=\"\">[喷血]&nbsp;</a>‌","listText":"‌<a href=\"https://laohu8.com/S/ASML\">$ASML Holding NV(ASML)$ &nbsp;</a>‌‌<a href=\"\">[喷血]&nbsp;</a>‌","text":"‌$ASML Holding NV(ASML)$ ‌‌[喷血] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328425456246992","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":315244041187608,"gmtCreate":1717995215213,"gmtModify":1717995220481,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$ &nbsp;</a>‌NVIDIA (NVDA) has announced a 10-for-1 stock split, which will take effect on Monday, 10th June 2024, before pre-market trading begins (Eastern Time). Please note that: This stock split will apply to both NVIDIA stocks and options. The total value of the assets in your trading account will remain unchanged. Post-split, the number of NVDA shares you hold will increase tenfold, while the price per share will decrease to one-tenth of the original price. If your holdings include fractional shares after the split, we will credit the fractional portion in cash to your account. Overnight trading for NVDA will halt on Monday, 10th June 2024.","listText":"‌<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$ &nbsp;</a>‌NVIDIA (NVDA) has announced a 10-for-1 stock split, which will take effect on Monday, 10th June 2024, before pre-market trading begins (Eastern Time). Please note that: This stock split will apply to both NVIDIA stocks and options. The total value of the assets in your trading account will remain unchanged. Post-split, the number of NVDA shares you hold will increase tenfold, while the price per share will decrease to one-tenth of the original price. If your holdings include fractional shares after the split, we will credit the fractional portion in cash to your account. Overnight trading for NVDA will halt on Monday, 10th June 2024.","text":"‌$NVIDIA Corp(NVDA)$ ‌NVIDIA (NVDA) has announced a 10-for-1 stock split, which will take effect on Monday, 10th June 2024, before pre-market trading begins (Eastern Time). Please note that: This stock split will apply to both NVIDIA stocks and options. The total value of the assets in your trading account will remain unchanged. Post-split, the number of NVDA shares you hold will increase tenfold, while the price per share will decrease to one-tenth of the original price. If your holdings include fractional shares after the split, we will credit the fractional portion in cash to your account. Overnight trading for NVDA will halt on Monday, 10th June 2024.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":45,"commentSize":0,"repostSize":327,"link":"https://ttm.financial/post/315244041187608","isVote":1,"tweetType":1,"viewCount":8230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980293844,"gmtCreate":1665729840188,"gmtModify":1676537656790,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"htmlText":"Wow. What a dramatic turnaround last night. The inflation number was still above the projection. I suspect it's due to being priced in already. Retail traders sold their stocks upon receiving the abysmal number and the smart money started buying when regular trading hours started. So what will happen today? Big banks will be reporting before 930pm Singapore time later. I feel that if their earnings report is weak, I would say we are in for a sell off tonight. And based on last night's rally it will just result in a pump and dump. All boils down to the banks earnings later. Let's hope it will be optimistic&nbsp;","listText":"Wow. What a dramatic turnaround last night. The inflation number was still above the projection. I suspect it's due to being priced in already. Retail traders sold their stocks upon receiving the abysmal number and the smart money started buying when regular trading hours started. So what will happen today? Big banks will be reporting before 930pm Singapore time later. I feel that if their earnings report is weak, I would say we are in for a sell off tonight. And based on last night's rally it will just result in a pump and dump. All boils down to the banks earnings later. Let's hope it will be optimistic&nbsp;","text":"Wow. What a dramatic turnaround last night. The inflation number was still above the projection. I suspect it's due to being priced in already. Retail traders sold their stocks upon receiving the abysmal number and the smart money started buying when regular trading hours started. So what will happen today? Big banks will be reporting before 930pm Singapore time later. I feel that if their earnings report is weak, I would say we are in for a sell off tonight. And based on last night's rally it will just result in a pump and dump. All boils down to the banks earnings later. Let's hope it will be optimistic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":269,"commentSize":61,"repostSize":2,"link":"https://ttm.financial/post/9980293844","isVote":1,"tweetType":1,"viewCount":4239,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093674933944970","authorId":"4093674933944970","name":"Desna10","avatar":"https://community-static.tradeup.com/news/f615244498fa0ef040b2d93c1780effe","crmLevel":2,"crmLevelSwitch":0,"idStr":"4093674933944970","authorIdStr":"4093674933944970"},"content":"Magic of retail investors buying dips based on chart analysis..... but downturn not over until they no longer can buy the dips","text":"Magic of retail investors buying dips based on chart analysis..... but downturn not over until they no longer can buy the dips","html":"Magic of retail investors buying dips based on chart analysis..... but downturn not over until they no longer can buy the dips"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969394911,"gmtCreate":1668346104933,"gmtModify":1676538043472,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"title":"how i feel about amazon","htmlText":"I own Amazon and feel they should be focusing on bottom line. $120B in revenue but only $2B in profit. that sounds like its more&nbsp;worse than Walmart. Compared with Msft’s $50B rev and $17B profit. Ever wonder why Amzn fresh is not taking off? Very high prices. Costco is packed with shoppers while next door at Amzn fresh is empty. Shoppers want lower prices, not some $4/pound organic tomatoes or potatoes. Making the store like tech savvy will not allure shoppers if prices are high- how difficult to understand??? High time all techs including Amzn follow the suit of layoff. I strongly believe techs can do with 50% less staff. Too many workers at home are living on fat checks with no productivity. It’s time to let them go and cut costs at all levels","listText":"I own Amazon and feel they should be focusing on bottom line. $120B in revenue but only $2B in profit. that sounds like its more&nbsp;worse than Walmart. Compared with Msft’s $50B rev and $17B profit. Ever wonder why Amzn fresh is not taking off? Very high prices. Costco is packed with shoppers while next door at Amzn fresh is empty. Shoppers want lower prices, not some $4/pound organic tomatoes or potatoes. Making the store like tech savvy will not allure shoppers if prices are high- how difficult to understand??? High time all techs including Amzn follow the suit of layoff. I strongly believe techs can do with 50% less staff. Too many workers at home are living on fat checks with no productivity. It’s time to let them go and cut costs at all levels","text":"I own Amazon and feel they should be focusing on bottom line. $120B in revenue but only $2B in profit. that sounds like its more worse than Walmart. Compared with Msft’s $50B rev and $17B profit. Ever wonder why Amzn fresh is not taking off? Very high prices. Costco is packed with shoppers while next door at Amzn fresh is empty. Shoppers want lower prices, not some $4/pound organic tomatoes or potatoes. Making the store like tech savvy will not allure shoppers if prices are high- how difficult to understand??? High time all techs including Amzn follow the suit of layoff. I strongly believe techs can do with 50% less staff. Too many workers at home are living on fat checks with no productivity. It’s time to let them go and cut costs at all levels","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":195,"commentSize":74,"repostSize":6,"link":"https://ttm.financial/post/9969394911","isVote":1,"tweetType":1,"viewCount":3697,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102815868703010","authorId":"4102815868703010","name":"mster","avatar":"https://community-static.tradeup.com/news/81a8fe18bd419696551df5320d8db477","crmLevel":6,"crmLevelSwitch":0,"idStr":"4102815868703010","authorIdStr":"4102815868703010"},"content":"Looks like there will be more donw side in the next earning. But, meanwhile enjoy the rally in this bear.","text":"Looks like there will be more donw side in the next earning. But, meanwhile enjoy the rally in this bear.","html":"Looks like there will be more donw side in the next earning. But, meanwhile enjoy the rally in this bear."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183151886934096,"gmtCreate":1685736119032,"gmtModify":1685736123707,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"htmlText":"I would say apple. Apple is a renowned hardware company. They have invented great&nbsp; devices such as the iPod and iPhone under innovator and disruptor Steve Jobs. Even after the demise of Jobs, apple still has a superior design team at Cupertino. So definitely they will be able to come up with a better headset tha meta which in my opinion is more of a software company rather than hardware.&nbsp;","listText":"I would say apple. Apple is a renowned hardware company. They have invented great&nbsp; devices such as the iPod and iPhone under innovator and disruptor Steve Jobs. Even after the demise of Jobs, apple still has a superior design team at Cupertino. So definitely they will be able to come up with a better headset tha meta which in my opinion is more of a software company rather than hardware.&nbsp;","text":"I would say apple. Apple is a renowned hardware company. They have invented great devices such as the iPod and iPhone under innovator and disruptor Steve Jobs. Even after the demise of Jobs, apple still has a superior design team at Cupertino. So definitely they will be able to come up with a better headset tha meta which in my opinion is more of a software company rather than hardware.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":46,"commentSize":11,"repostSize":31,"link":"https://ttm.financial/post/183151886934096","isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087710259603230","authorId":"4087710259603230","name":"GREEDisGOOD","avatar":"https://static.tigerbbs.com/71627204ecf0601e76da79a41d05dbbc","crmLevel":1,"crmLevelSwitch":0,"idStr":"4087710259603230","authorIdStr":"4087710259603230"},"content":"Nice post Totally agree with u wholeheartedly[Smile]","text":"Nice post Totally agree with u wholeheartedly[Smile]","html":"Nice post Totally agree with u wholeheartedly[Smile]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911607258,"gmtCreate":1664186464174,"gmtModify":1676537405699,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"htmlText":"I just feel that Tiger could offer more coins for the daily rewards so that it will be easier for us userto redeem for stock vouchers. Also hope that Tiger could bring back the sending of coins to authors of meaningful posts. Also hope that Tiger could have more items for users to redeem gifts. Physical premiums like t-shirts, pens, caps , calculators, wireless keyboards and others could be offered for redemption, not just stock vouchers. Lastly also hope that Tiger could improvise on the Tiger membership program. It is super tough to promote to the next level. I have been stuck on level 5 for what it seems to me like forever.&nbsp;","listText":"I just feel that Tiger could offer more coins for the daily rewards so that it will be easier for us userto redeem for stock vouchers. Also hope that Tiger could bring back the sending of coins to authors of meaningful posts. Also hope that Tiger could have more items for users to redeem gifts. Physical premiums like t-shirts, pens, caps , calculators, wireless keyboards and others could be offered for redemption, not just stock vouchers. Lastly also hope that Tiger could improvise on the Tiger membership program. It is super tough to promote to the next level. I have been stuck on level 5 for what it seems to me like forever.&nbsp;","text":"I just feel that Tiger could offer more coins for the daily rewards so that it will be easier for us userto redeem for stock vouchers. Also hope that Tiger could bring back the sending of coins to authors of meaningful posts. Also hope that Tiger could have more items for users to redeem gifts. Physical premiums like t-shirts, pens, caps , calculators, wireless keyboards and others could be offered for redemption, not just stock vouchers. Lastly also hope that Tiger could improvise on the Tiger membership program. It is super tough to promote to the next level. I have been stuck on level 5 for what it seems to me like forever.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":53,"commentSize":53,"repostSize":4,"link":"https://ttm.financial/post/9911607258","isVote":1,"tweetType":1,"viewCount":2346,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087710259603230","authorId":"4087710259603230","name":"GREEDisGOOD","avatar":"https://static.tigerbbs.com/71627204ecf0601e76da79a41d05dbbc","crmLevel":1,"crmLevelSwitch":0,"idStr":"4087710259603230","authorIdStr":"4087710259603230"},"content":"wow very well said. yes hope that tiger could improve on those points you have presented","text":"wow very well said. yes hope that tiger could improve on those points you have presented","html":"wow very well said. yes hope that tiger could improve on those points you have presented"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960696495,"gmtCreate":1668133540618,"gmtModify":1676538018339,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"title":"is this just a bear market rally or is the bull back?","htmlText":"last night's market's performance was superior. haven't seen nasdaq up more than 7% in a super long time. all because CPI print is 7.7. yes its good that the CPI is going down but isnt the target 2%? i guess markets are optimistic that last night's 7.7 print is an indicator that CPI is on its way to 2%. i would say its a temporary relief rally that will top out in a few more trading sessions? why? because even though CPI is now 7.7, 7.7 is still a high number. just my $0.02. congrats to everyone who were long before market opened last night.","listText":"last night's market's performance was superior. haven't seen nasdaq up more than 7% in a super long time. all because CPI print is 7.7. yes its good that the CPI is going down but isnt the target 2%? i guess markets are optimistic that last night's 7.7 print is an indicator that CPI is on its way to 2%. i would say its a temporary relief rally that will top out in a few more trading sessions? why? because even though CPI is now 7.7, 7.7 is still a high number. just my $0.02. congrats to everyone who were long before market opened last night.","text":"last night's market's performance was superior. haven't seen nasdaq up more than 7% in a super long time. all because CPI print is 7.7. yes its good that the CPI is going down but isnt the target 2%? i guess markets are optimistic that last night's 7.7 print is an indicator that CPI is on its way to 2%. i would say its a temporary relief rally that will top out in a few more trading sessions? why? because even though CPI is now 7.7, 7.7 is still a high number. just my $0.02. congrats to everyone who were long before market opened last night.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":62,"commentSize":52,"repostSize":2,"link":"https://ttm.financial/post/9960696495","isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575011341539105","authorId":"3575011341539105","name":"kuppi","avatar":"https://static.tigerbbs.com/1a1c96e4fc6f6f67de0450751c853214","crmLevel":3,"crmLevelSwitch":0,"idStr":"3575011341539105","authorIdStr":"3575011341539105"},"content":"Cannot say whether the market is 100% bullish until we monitor the trend for a month or two. We have seen the trend reversing after a big dip many times. We can consider this only as a small term market correction. There are 1000s of investors they wait for a dip to jump in. These group of investors can make a bullish market feeling on and off. It works either way. When the market turns bullish, these group starts cashing to create bearish trend too.","text":"Cannot say whether the market is 100% bullish until we monitor the trend for a month or two. We have seen the trend reversing after a big dip many times. We can consider this only as a small term market correction. There are 1000s of investors they wait for a dip to jump in. These group of investors can make a bullish market feeling on and off. It works either way. When the market turns bullish, these group starts cashing to create bearish trend too.","html":"Cannot say whether the market is 100% bullish until we monitor the trend for a month or two. We have seen the trend reversing after a big dip many times. We can consider this only as a small term market correction. There are 1000s of investors they wait for a dip to jump in. These group of investors can make a bullish market feeling on and off. It works either way. When the market turns bullish, these group starts cashing to create bearish trend too."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911740877,"gmtCreate":1664269868400,"gmtModify":1676537422674,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"htmlText":"Have we reached the bottom yet? Honestly I don't think so. Just hoping that Jerome Powell eases on the rate hikes first. That will be one of the positive signs. Presently other currencies against the us dollar are crashing and that is not a good thing at all. Especially the euro and the British pound. Seems like that can also be an indicator for brighter or gloomier times ahead. If the pound and/or euro does strengthen against the us dollar then it can be an indication that rosier times are back. Hope that everyone's portfolio is still manageably okay. Good luck to all.&nbsp;","listText":"Have we reached the bottom yet? Honestly I don't think so. Just hoping that Jerome Powell eases on the rate hikes first. That will be one of the positive signs. Presently other currencies against the us dollar are crashing and that is not a good thing at all. Especially the euro and the British pound. Seems like that can also be an indicator for brighter or gloomier times ahead. If the pound and/or euro does strengthen against the us dollar then it can be an indication that rosier times are back. Hope that everyone's portfolio is still manageably okay. Good luck to all.&nbsp;","text":"Have we reached the bottom yet? Honestly I don't think so. Just hoping that Jerome Powell eases on the rate hikes first. That will be one of the positive signs. Presently other currencies against the us dollar are crashing and that is not a good thing at all. Especially the euro and the British pound. Seems like that can also be an indicator for brighter or gloomier times ahead. If the pound and/or euro does strengthen against the us dollar then it can be an indication that rosier times are back. Hope that everyone's portfolio is still manageably okay. Good luck to all.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":50,"commentSize":49,"repostSize":3,"link":"https://ttm.financial/post/9911740877","isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103323948802810","authorId":"4103323948802810","name":"yeetmin76","avatar":"https://community-static.tradeup.com/news/544041e887c7ec6d817650beb655603d","crmLevel":4,"crmLevelSwitch":0,"idStr":"4103323948802810","authorIdStr":"4103323948802810"},"content":"Thanks for sharing","text":"Thanks for sharing","html":"Thanks for sharing"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989714046,"gmtCreate":1666083801285,"gmtModify":1676537703329,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"htmlText":"Good evening to one and all. Last's night market performance was superior.&nbsp; This has not happened in so very long. Bulls rejoice. What makes me even happier is futures are also green at the moment signalling to a green open ina few hours. Sadly fundamentals remain the same. Only when the fed stops hiking. Waiting for that moment. That is when I feel that the bull market is back. Last night could be just a bear market rally. Let's see how this week closes. Good luck to all market players out there&nbsp;","listText":"Good evening to one and all. Last's night market performance was superior.&nbsp; This has not happened in so very long. Bulls rejoice. What makes me even happier is futures are also green at the moment signalling to a green open ina few hours. Sadly fundamentals remain the same. Only when the fed stops hiking. Waiting for that moment. That is when I feel that the bull market is back. Last night could be just a bear market rally. Let's see how this week closes. Good luck to all market players out there&nbsp;","text":"Good evening to one and all. Last's night market performance was superior. This has not happened in so very long. Bulls rejoice. What makes me even happier is futures are also green at the moment signalling to a green open ina few hours. Sadly fundamentals remain the same. Only when the fed stops hiking. Waiting for that moment. That is when I feel that the bull market is back. Last night could be just a bear market rally. Let's see how this week closes. Good luck to all market players out there","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":67,"commentSize":40,"repostSize":3,"link":"https://ttm.financial/post/9989714046","isVote":1,"tweetType":1,"viewCount":1611,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087710259603230","authorId":"4087710259603230","name":"GREEDisGOOD","avatar":"https://static.tigerbbs.com/71627204ecf0601e76da79a41d05dbbc","crmLevel":1,"crmLevelSwitch":0,"idStr":"4087710259603230","authorIdStr":"4087710259603230"},"content":"Great share","text":"Great share","html":"Great share"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985034651,"gmtCreate":1667266830073,"gmtModify":1676537887974,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"htmlText":"Another 75 basis points rate hike imminent One is expected on Wednesday and as people have been saying a 75 basis points hike has been priced already. What I have seen during past rate hikes though even though the hike has been priced in already equity markets came down after the rate was officially announced even though it's the exact same number as previously predicted. I believe this upcoming one will be no different&nbsp;","listText":"Another 75 basis points rate hike imminent One is expected on Wednesday and as people have been saying a 75 basis points hike has been priced already. What I have seen during past rate hikes though even though the hike has been priced in already equity markets came down after the rate was officially announced even though it's the exact same number as previously predicted. I believe this upcoming one will be no different&nbsp;","text":"Another 75 basis points rate hike imminent One is expected on Wednesday and as people have been saying a 75 basis points hike has been priced already. What I have seen during past rate hikes though even though the hike has been priced in already equity markets came down after the rate was officially announced even though it's the exact same number as previously predicted. I believe this upcoming one will be no different","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":50,"commentSize":50,"repostSize":1,"link":"https://ttm.financial/post/9985034651","isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925228714,"gmtCreate":1672040683938,"gmtModify":1676538625894,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"htmlText":"My wish is to own Adobe. Price is a little high now but I sincerely hope to start adding to my portfolio when prices are below 300. Also wish to start adding asml but that too also seems overvalued. Solid companies and fundamentals just prices are little overvalued now. Will start to buy when prices are lower","listText":"My wish is to own Adobe. Price is a little high now but I sincerely hope to start adding to my portfolio when prices are below 300. Also wish to start adding asml but that too also seems overvalued. Solid companies and fundamentals just prices are little overvalued now. Will start to buy when prices are lower","text":"My wish is to own Adobe. Price is a little high now but I sincerely hope to start adding to my portfolio when prices are below 300. Also wish to start adding asml but that too also seems overvalued. Solid companies and fundamentals just prices are little overvalued now. Will start to buy when prices are lower","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":39,"commentSize":51,"repostSize":2,"link":"https://ttm.financial/post/9925228714","isVote":1,"tweetType":1,"viewCount":1908,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093059271761650","authorId":"4093059271761650","name":"powerbert","avatar":"https://static.tigerbbs.com/58b4a4434d2d9949729ba54620260514","crmLevel":4,"crmLevelSwitch":1,"idStr":"4093059271761650","authorIdStr":"4093059271761650"},"content":"Yes, better wait for corrections then go in to buy.","text":"Yes, better wait for corrections then go in to buy.","html":"Yes, better wait for corrections then go in to buy."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923837311,"gmtCreate":1670821341534,"gmtModify":1676538440620,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"htmlText":"Everyone, myself especially is anticipating any kind of Santa Claus rally. Sadly the true santa will be Jerome Powell. Not a bearded gentleman from the north pole. If he is dovish during the press conference after the rate hike announcement then I will say it will be a merry Christmas indeed for all investors near and far. Merry Christmas to all investors and staff of Tiger brokers. Merry Christmas and a happy 2023","listText":"Everyone, myself especially is anticipating any kind of Santa Claus rally. Sadly the true santa will be Jerome Powell. Not a bearded gentleman from the north pole. If he is dovish during the press conference after the rate hike announcement then I will say it will be a merry Christmas indeed for all investors near and far. Merry Christmas to all investors and staff of Tiger brokers. Merry Christmas and a happy 2023","text":"Everyone, myself especially is anticipating any kind of Santa Claus rally. Sadly the true santa will be Jerome Powell. Not a bearded gentleman from the north pole. If he is dovish during the press conference after the rate hike announcement then I will say it will be a merry Christmas indeed for all investors near and far. Merry Christmas to all investors and staff of Tiger brokers. Merry Christmas and a happy 2023","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":51,"commentSize":49,"repostSize":0,"link":"https://ttm.financial/post/9923837311","isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4110175785559852","authorId":"4110175785559852","name":"BenjiFuji","avatar":"https://community-static.tradeup.com/news/330f59d829009a2c318784ab2b5e6098","crmLevel":5,"crmLevelSwitch":0,"idStr":"4110175785559852","authorIdStr":"4110175785559852"},"content":"If Jerome cuts intereste rates, everyone will get a gift [Sly]","text":"If Jerome cuts intereste rates, everyone will get a gift [Sly]","html":"If Jerome cuts intereste rates, everyone will get a gift [Sly]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912566811,"gmtCreate":1664854546833,"gmtModify":1676537519733,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"htmlText":"Last night's us trading session made me smile from ear to ear. Since 4am earlier I have just been wondering. Will this rally last for days or weeks. Or is the worst over and markets are bullish again since the stock market is based on future valuations. What was the reason for last night's rally. There wasn't any big data released. But I noticed currencies against the us dollar was appreciating. Been watching the pound sterling and it's still above the 1.1 level which is a good thing. Let's see if the us markets close in the green tonight. Be it a bear market rally or a full fledged rally, I would take any kind of rally, really. Way better than seeing red all over. Happy investing everyone&nbsp;","listText":"Last night's us trading session made me smile from ear to ear. Since 4am earlier I have just been wondering. Will this rally last for days or weeks. Or is the worst over and markets are bullish again since the stock market is based on future valuations. What was the reason for last night's rally. There wasn't any big data released. But I noticed currencies against the us dollar was appreciating. Been watching the pound sterling and it's still above the 1.1 level which is a good thing. Let's see if the us markets close in the green tonight. Be it a bear market rally or a full fledged rally, I would take any kind of rally, really. Way better than seeing red all over. Happy investing everyone&nbsp;","text":"Last night's us trading session made me smile from ear to ear. Since 4am earlier I have just been wondering. Will this rally last for days or weeks. Or is the worst over and markets are bullish again since the stock market is based on future valuations. What was the reason for last night's rally. There wasn't any big data released. But I noticed currencies against the us dollar was appreciating. Been watching the pound sterling and it's still above the 1.1 level which is a good thing. Let's see if the us markets close in the green tonight. Be it a bear market rally or a full fledged rally, I would take any kind of rally, really. Way better than seeing red all over. Happy investing everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":41,"commentSize":44,"repostSize":3,"link":"https://ttm.financial/post/9912566811","isVote":1,"tweetType":1,"viewCount":1070,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087710259603230","authorId":"4087710259603230","name":"GREEDisGOOD","avatar":"https://static.tigerbbs.com/71627204ecf0601e76da79a41d05dbbc","crmLevel":1,"crmLevelSwitch":0,"idStr":"4087710259603230","authorIdStr":"4087710259603230"},"content":"I feel that there will be a short term rally. maybe several days. 2 weeks tops","text":"I feel that there will be a short term rally. maybe several days. 2 weeks tops","html":"I feel that there will be a short term rally. maybe several days. 2 weeks tops"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969866159,"gmtCreate":1668402790671,"gmtModify":1676538051057,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"title":"trading or investing google. whats the difference","htmlText":"As far as Google is concerned, there is definitely a difference between day traders and investors. day traders buy the stock, but investors buy the company or the business. Day traders causes scary stock price movements whilst investors remain calm looking ahead many years into the future. Day traders are subject to panic and euphoria depending on the fluctuations in the stock while investors are subject to data on the company's fundamentals and future prospects. Day traders see the stock market as gambling in a casino, but investors buy the casino itself. personally i feel that google will make a much better investment rather than a trading play","listText":"As far as Google is concerned, there is definitely a difference between day traders and investors. day traders buy the stock, but investors buy the company or the business. Day traders causes scary stock price movements whilst investors remain calm looking ahead many years into the future. Day traders are subject to panic and euphoria depending on the fluctuations in the stock while investors are subject to data on the company's fundamentals and future prospects. Day traders see the stock market as gambling in a casino, but investors buy the casino itself. personally i feel that google will make a much better investment rather than a trading play","text":"As far as Google is concerned, there is definitely a difference between day traders and investors. day traders buy the stock, but investors buy the company or the business. Day traders causes scary stock price movements whilst investors remain calm looking ahead many years into the future. Day traders are subject to panic and euphoria depending on the fluctuations in the stock while investors are subject to data on the company's fundamentals and future prospects. Day traders see the stock market as gambling in a casino, but investors buy the casino itself. personally i feel that google will make a much better investment rather than a trading play","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":50,"commentSize":30,"repostSize":3,"link":"https://ttm.financial/post/9969866159","isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963429041,"gmtCreate":1668738957684,"gmtModify":1676538105615,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"title":"Nvidia failed to hold on to gains last night","htmlText":"was watching the price action for nvidia last night like a hawk awaiting for its prey. during premarket, noticed that nvda was up around 2 percent. but as the time drifted closer to market open these gains evaporated and worse still, became losses. \"easy come easy go\" was what went through my mind so market closed with nvda down over 1 percent while the broader nasdaq was down a fraction of that. i guess the market just feels that the recently released earnings report are just not up to par. right now i'll just be looking at how nvidia closes for the week, which from the looks of it will be a red candle. if it does close above the 163.27 level then that will be a good sign and maybe further upside next week. lets see.&nbsp; dug deeper into the internet and found out that&nbsp;Nvidia provid","listText":"was watching the price action for nvidia last night like a hawk awaiting for its prey. during premarket, noticed that nvda was up around 2 percent. but as the time drifted closer to market open these gains evaporated and worse still, became losses. \"easy come easy go\" was what went through my mind so market closed with nvda down over 1 percent while the broader nasdaq was down a fraction of that. i guess the market just feels that the recently released earnings report are just not up to par. right now i'll just be looking at how nvidia closes for the week, which from the looks of it will be a red candle. if it does close above the 163.27 level then that will be a good sign and maybe further upside next week. lets see.&nbsp; dug deeper into the internet and found out that&nbsp;Nvidia provid","text":"was watching the price action for nvidia last night like a hawk awaiting for its prey. during premarket, noticed that nvda was up around 2 percent. but as the time drifted closer to market open these gains evaporated and worse still, became losses. \"easy come easy go\" was what went through my mind so market closed with nvda down over 1 percent while the broader nasdaq was down a fraction of that. i guess the market just feels that the recently released earnings report are just not up to par. right now i'll just be looking at how nvidia closes for the week, which from the looks of it will be a red candle. if it does close above the 163.27 level then that will be a good sign and maybe further upside next week. lets see. dug deeper into the internet and found out that Nvidia provid","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":40,"commentSize":39,"repostSize":1,"link":"https://ttm.financial/post/9963429041","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087710259603230","authorId":"4087710259603230","name":"GREEDisGOOD","avatar":"https://static.tigerbbs.com/71627204ecf0601e76da79a41d05dbbc","crmLevel":1,"crmLevelSwitch":0,"idStr":"4087710259603230","authorIdStr":"4087710259603230"},"content":"thanks for giving this attention","text":"thanks for giving this attention","html":"thanks for giving this attention"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960405088,"gmtCreate":1668218099245,"gmtModify":1676538029981,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"title":"rally into second day","htmlText":"i was kind of expecting the rally to continue last night. but if you zoom in on the intraday price action, you will notice that markets were rather choppy and moving sideways as compared to the session on thursday night then trended up a couple of hours before the markets closed for regular hours. i was researching into past CPI drops and based on that next week the markets should close in the red. of course past performance is not an indicator of the future but there are such a thing as chart patterns as far as technical analysis is concerned. lets see if a red candle appears on the weekly chart next friday after market close.&nbsp;&nbsp;","listText":"i was kind of expecting the rally to continue last night. but if you zoom in on the intraday price action, you will notice that markets were rather choppy and moving sideways as compared to the session on thursday night then trended up a couple of hours before the markets closed for regular hours. i was researching into past CPI drops and based on that next week the markets should close in the red. of course past performance is not an indicator of the future but there are such a thing as chart patterns as far as technical analysis is concerned. lets see if a red candle appears on the weekly chart next friday after market close.&nbsp;&nbsp;","text":"i was kind of expecting the rally to continue last night. but if you zoom in on the intraday price action, you will notice that markets were rather choppy and moving sideways as compared to the session on thursday night then trended up a couple of hours before the markets closed for regular hours. i was researching into past CPI drops and based on that next week the markets should close in the red. of course past performance is not an indicator of the future but there are such a thing as chart patterns as far as technical analysis is concerned. lets see if a red candle appears on the weekly chart next friday after market close.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":37,"commentSize":39,"repostSize":1,"link":"https://ttm.financial/post/9960405088","isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960954093,"gmtCreate":1668049844312,"gmtModify":1676538004760,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"title":"Sell off on the eve of cpi data release","htmlText":"seems like the usual agenda these days. on the eve of cpi data release the markets go into a selloff mode. seems like investors and traders alike are expecting cpi data to be bearish for the markets when its released later tonight. i personally feel the same but my almost silent inner voice is saying otherwise. guess we will only know the true data when it's released later at 930pm singapore time","listText":"seems like the usual agenda these days. on the eve of cpi data release the markets go into a selloff mode. seems like investors and traders alike are expecting cpi data to be bearish for the markets when its released later tonight. i personally feel the same but my almost silent inner voice is saying otherwise. guess we will only know the true data when it's released later at 930pm singapore time","text":"seems like the usual agenda these days. on the eve of cpi data release the markets go into a selloff mode. seems like investors and traders alike are expecting cpi data to be bearish for the markets when its released later tonight. i personally feel the same but my almost silent inner voice is saying otherwise. guess we will only know the true data when it's released later at 930pm singapore time","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":34,"commentSize":38,"repostSize":2,"link":"https://ttm.financial/post/9960954093","isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087710259603230","authorId":"4087710259603230","name":"GREEDisGOOD","avatar":"https://static.tigerbbs.com/71627204ecf0601e76da79a41d05dbbc","crmLevel":1,"crmLevelSwitch":0,"idStr":"4087710259603230","authorIdStr":"4087710259603230"},"content":"I know it sounds atrocious but markets behave weirdly due to emotions","text":"I know it sounds atrocious but markets behave weirdly due to emotions","html":"I know it sounds atrocious but markets behave weirdly due to emotions"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987840642,"gmtCreate":1667873981487,"gmtModify":1676537977647,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"title":"Tom lee has been wrong for the longest time","htmlText":"Tom has been wrong this year whenever he was on the TV. People who wish for a stop in the raising of interest rates will be very disappointed given this stagflation rate of 8%+. Massive return of manufacturing jobs from China and shortage of skilled workers in the U.S. will certainly give pressure on rising wages. Food prices such as eggs, and other types of food have risen more than double. To sum up, I believe that the terminal interest rate must be at least 6% to stop the stagflation vs 4.95% as per market participants.","listText":"Tom has been wrong this year whenever he was on the TV. People who wish for a stop in the raising of interest rates will be very disappointed given this stagflation rate of 8%+. Massive return of manufacturing jobs from China and shortage of skilled workers in the U.S. will certainly give pressure on rising wages. Food prices such as eggs, and other types of food have risen more than double. To sum up, I believe that the terminal interest rate must be at least 6% to stop the stagflation vs 4.95% as per market participants.","text":"Tom has been wrong this year whenever he was on the TV. People who wish for a stop in the raising of interest rates will be very disappointed given this stagflation rate of 8%+. Massive return of manufacturing jobs from China and shortage of skilled workers in the U.S. will certainly give pressure on rising wages. Food prices such as eggs, and other types of food have risen more than double. To sum up, I believe that the terminal interest rate must be at least 6% to stop the stagflation vs 4.95% as per market participants.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":39,"commentSize":34,"repostSize":0,"link":"https://ttm.financial/post/9987840642","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989608841,"gmtCreate":1665978289383,"gmtModify":1676537686780,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"htmlText":"When I checked the us futures market this morning it out a smile on my face. Not a wide one but nevertheless still a smile. Saw green across the board. Question is will this green be able to sustain till later tonight. Will the smart money step in to buy unexpectedly like on Thursday? I certainly hope so. Will check the futures market again before 4pm and later in the night as well for a more accurate assessment. Wish everyone a successful trading week ahead&nbsp;","listText":"When I checked the us futures market this morning it out a smile on my face. Not a wide one but nevertheless still a smile. Saw green across the board. Question is will this green be able to sustain till later tonight. Will the smart money step in to buy unexpectedly like on Thursday? I certainly hope so. Will check the futures market again before 4pm and later in the night as well for a more accurate assessment. Wish everyone a successful trading week ahead&nbsp;","text":"When I checked the us futures market this morning it out a smile on my face. Not a wide one but nevertheless still a smile. Saw green across the board. Question is will this green be able to sustain till later tonight. Will the smart money step in to buy unexpectedly like on Thursday? I certainly hope so. Will check the futures market again before 4pm and later in the night as well for a more accurate assessment. Wish everyone a successful trading week ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":37,"repostSize":1,"link":"https://ttm.financial/post/9989608841","isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087710259603230","authorId":"4087710259603230","name":"GREEDisGOOD","avatar":"https://static.tigerbbs.com/71627204ecf0601e76da79a41d05dbbc","crmLevel":1,"crmLevelSwitch":0,"idStr":"4087710259603230","authorIdStr":"4087710259603230"},"content":"but personally like most of us here I prefer green obviously","text":"but personally like most of us here I prefer green obviously","html":"but personally like most of us here I prefer green obviously"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980311329,"gmtCreate":1665649047061,"gmtModify":1676537642641,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"htmlText":"Seems like we are in a distribution phase for the past few days. Honestly I was expecting a sell off last night as inflation data wasn't too enticing. But instead markets were relatively flat. TSM's earnings report was pretty good so I hope it will refuel a chip stocks rally tonight. Let's wait and see. Hope that everyone's portfolio is doing okay. Happy investing to all fellow investors.&nbsp;","listText":"Seems like we are in a distribution phase for the past few days. Honestly I was expecting a sell off last night as inflation data wasn't too enticing. But instead markets were relatively flat. TSM's earnings report was pretty good so I hope it will refuel a chip stocks rally tonight. Let's wait and see. Hope that everyone's portfolio is doing okay. Happy investing to all fellow investors.&nbsp;","text":"Seems like we are in a distribution phase for the past few days. Honestly I was expecting a sell off last night as inflation data wasn't too enticing. But instead markets were relatively flat. TSM's earnings report was pretty good so I hope it will refuel a chip stocks rally tonight. Let's wait and see. Hope that everyone's portfolio is doing okay. Happy investing to all fellow investors.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":31,"commentSize":34,"repostSize":1,"link":"https://ttm.financial/post/9980311329","isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575461551657808","authorId":"3575461551657808","name":"Brrrrrrrrrrr","avatar":"https://static.tigerbbs.com/97d44d09feebf875ee4ab34bd4d5eb7e","crmLevel":7,"crmLevelSwitch":1,"idStr":"3575461551657808","authorIdStr":"3575461551657808"},"content":"Chips becoming a bargaining chip being politicized","text":"Chips becoming a bargaining chip being politicized","html":"Chips becoming a bargaining chip being politicized"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986841755,"gmtCreate":1666928908677,"gmtModify":1676537833445,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587020790873268","authorIdStr":"3587020790873268"},"themes":[],"htmlText":"Another big tech selloff. Wow. Was quite stunned at the majestic selloff in Amazon after 4am early this morning.&nbsp; Due to negative sentiment slight target misses sparked off a sell down of nucleatic proportions. I would say it's a great time to buy if one is an investor and has holding power. Just 2 words. Uncertain times.&nbsp;&nbsp;","listText":"Another big tech selloff. Wow. Was quite stunned at the majestic selloff in Amazon after 4am early this morning.&nbsp; Due to negative sentiment slight target misses sparked off a sell down of nucleatic proportions. I would say it's a great time to buy if one is an investor and has holding power. Just 2 words. Uncertain times.&nbsp;&nbsp;","text":"Another big tech selloff. Wow. Was quite stunned at the majestic selloff in Amazon after 4am early this morning. Due to negative sentiment slight target misses sparked off a sell down of nucleatic proportions. I would say it's a great time to buy if one is an investor and has holding power. Just 2 words. Uncertain times.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":34,"commentSize":27,"repostSize":2,"link":"https://ttm.financial/post/9986841755","isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}