Investordude1301 personal page - To The Moon

Investordude1301

Investordude1301

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Investordude1301

07-16 11:25

$Singtel(Z74.SI)$

Three Major Singapore Blue-Chip Stocks Backed by Temasek Holdings

Investordude1301

07-15 23:58

$Microsoft(MSFT)$

Microsoft Rises Over 3% Approaching $400: Partners With 3M to Deploy EBO Fiber Optics, Defies Software Stock Pullback Dragged Down by IBM

Investordude1301

07-14 21:55

Bullish signs from DRAM and SKHY too

Chip Stocks Jump with Semtech up 10%; SOXL up 8%; SanDisk up 6%; LRCX, ALAB up 5%; WDC, Marvell, AMD, AMAT, ON, WOLF up 4%

Investordude1301

07-14 19:06

My view of $SK hynix(SKHY)$ is that deleveraging is nearly over and we should watch the rebound! (Option A) it was expected to happen at some point but now that it has largely unfolded in the first couple of days, it looks primed for a rebound. PE is also ridiculously low - this is a generational buying opportunity!

Investordude1301

07-14 19:03

$NVIDIA(NVDA)$ overdue for rebound and I'm cautiously bullish too!

Option Movers | Investors Cautiously Bullish on Nvidia, See Capped Upside For Intel

Investordude1301

07-14 09:13

$SK hynix(SKHY)$ lets go to the moon! lol single digit PE for a company with insane exponential growth, enough said.

Investordude1301

07-14

$Apple(AAPL)$ remaining bullish on Apple!

Investordude1301

07-13

Bullish on SKHY!

SK Hynix US Scarcity Premium Looks Built to Last

Investordude1301

07-13

Fantastic news for Nvidia!

Movement Alert｜NVIDIA Intraday Rise 3.03%, Wedbush Sees Vera CPU as Next Growth Engine While Wall Street Defends Valuation

Investordude1301

07-11

$SKHYV(SKHYV)$ $SK hynix(SKHY)$ trading at a huge discount! Buy buy buy while you can

SK hynix's $26.5 Billion Nasdaq Debut: A Test for Overcoming the 'Korea Discount'

Investordude1301

07-10

$hynix-WI(SKHYV)$ $SK hynix(SKHY)$

Investordude1301

07-10

$NVIDIA(NVDA)$ easily 260 before year end

Nvidia Climbs Over 2.4% As Market Cap Reclaims $5 Trillion Milestone

Investordude1301

07-10

$ThaiBev(Y92.SI)$ stronger profitability, undervalued with 5.2% dividends

Is Thai Beverage (SGX:Y92) Cheap On Stronger First Half 2026 Profitability?

Investordude1301

07-09

$Singtel(Z74.SI)$ share buybacks are always good for share value

Singtel Buys Back, Cancels Shares Worth Over SG$10 Million

Investordude1301

07-09

$NVIDIA(NVDA)$ Buy it before it hits a new all time high!

Nvidia’s Stock Trades at a Juicy Discount, According to BofA

Investordude1301

07-07

$Singtel(Z74.SI)$ Heavily undervalued compared to its peers and solid and consistent dividend generator

Singapore Telecommunications (SGX:Z74) Raised S$1b From A Stake Sale, Is It Still Cheap?

Investordude1301

07-06

$NVIDIA(NVDA)$ Goldman Sachs is super bullish on Nvidia! Another sign the sale is going to end soon so get in while you can!

Goldman Sachs Maintains Bullish Stance on NVIDIA, Citing Valuation Appeal

Investordude1301

07-06

$NVIDIA(NVDA)$ still hanging on to my stocks and looking to add on while I still can! Nvidia is the clear and dominant leader supplying GPUs and full‑stack systems to a multi‑trillion‑dollar AI build‑out, with explosive data‑center revenue growth and a strong hardware‑plus‑software moat (CUDA, ecosystem) that competitors haven’t matched

Investordude1301

07-06

$Singtel(Z74.SI)$ this is good for Singtel's growth prospects

Lightstorm, Singtel, Microsoft to Launch India-Southeast Asia Submarine Cable

Investordude1301

07-06

$Singtel(Z74.SI)$ one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Singtel(Z74.SI)$ $DBS(D05.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586310196122552","repostId":"1168172431","repostType":2,"repost":{"id":"1168172431","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1784171838,"share":"https://ttm.financial/m/news/1168172431?lang=en_US&edition=fundamental","pubTime":"2026-07-16 11:17","market":"sg","language":"en","title":"Three Major Singapore Blue-Chip Stocks Backed by Temasek Holdings","url":"https://stock-news.laohu8.com/highlight/detail?id=1168172431","media":"Trading Random","summary":"Three of Temasek's most substantial listed investments are found on the local Singapore Exchange. As of March 31, 2026, the sovereign investor held significant positions in DBS Group Holdings Ltd...","content":"<html><head></head><body>Three of Temasek&#39;s most substantial listed investments are found on the local Singapore Exchange.<br/><br/>\nAs of March 31, 2026, the sovereign investor held significant positions in <b>DBS Group Holdings Ltd</b> (<b>SGX: D05</b>), <b>Singtel Limited</b> (<b>SGX: Z74</b>), and <b>ST Engineering Ltd</b> (<b>SGX: S63</b>), with a combined value of approximately S$104.7 billion.<br/><br/>\nAll three entities have recently announced their financial results, each revealing distinct sources of earnings growth.<br/><br/>\nIt is important to note the reporting periods: DBS and ST Engineering released their Q1 2026 figures, while Singtel reported its full-year results for the period ending March 31, 2026. As these periods are not aligned, growth rates should not be directly compared across the three companies.<br/><br/>\n<b>DBS Group&#39;s Growth Amid Declining Interest Rates</b><br/><br/>\nTemasek holds a 28% stake in <b>DBS</b>, valued at roughly S$45.3 billion based on the bank&#39;s market capitalisation of S$161.8 billion, making it the largest holding of the three.<br/><br/>\nFor Q1 2026, DBS reported a record total income of S$5.95 billion, marking a 1% year-on-year increase. This headline figure, however, conceals a mixed performance beneath the surface.<br/><br/>\nNet interest income fell by 5% to S$3.49 billion, as the net interest margin narrowed by 23 basis points to 1.89% due to declining benchmark rates. This was partially offset by a 4% year-on-year growth in customer loans.<br/><br/>\nThe growth driver was non-interest income, which surged 10% to S$2.45 billion, propelled by record wealth management fees of S$907 million and record treasury customer sales of S$592 million. Net fee and commission income jumped 16% to S$1.48 billion.<br/><br/>\nDespite a 4% rise in expenses, net profit attributable to shareholders edged up 1% to S$2.93 billion. The board declared a Q1 dividend of S$0.81 per share, comprising an ordinary dividend of S$0.66 and a Capital Return dividend of S$0.15. Investors are advised to consider these components separately.<br/><br/>\n<b>Singtel&#39;s Reliance on International Operations</b><br/><br/>\nTemasek&#39;s 52% stake in <b>Singtel</b> is valued at approximately S$42.2 billion. For the full year 2026, group revenue remained stable at S$14.3 billion, while underlying net profit grew 12% to S$2.8 billion.<br/><br/>\nThis performance was driven by its overseas units. The NCS division saw a 34% surge in operating profit to S$340 million, and Optus in Australia reported a 23% increase in operating profit to A$550 million.<br/><br/>\nIn contrast, operating profit from the Singapore operations declined by 4.6% to S$795 million due to intense mobile competition. Contributions from regional associates like Airtel and AIS also grew.<br/><br/>\nSingtel declared a total ordinary dividend of S$0.185 per share for FY2026, split into a core dividend and a value realisation dividend funded by asset sales, including a stake in Airtel.<br/><br/>\n<b>Analyzing ST Engineering&#39;s Order Book</b><br/><br/>\nTemasek&#39;s 51% stake in <b>ST Engineering</b> is worth around S$17.2 billion. The group&#39;s Q1 2026 revenue grew 11% year-on-year to S$3.3 billion, with all segments showing growth.<br/><br/>\nThe Defence &amp; Public Security segment grew 13%, Commercial Aerospace revenue jumped 15%, and Urban Solutions &amp; Satcom revenue surged 18%. The company noted that net profit growth outpaced revenue growth, though specific profit figures were not disclosed in the quarterly update.<br/><br/>\nST Engineering secured new contracts worth S$4.8 billion in the quarter, bringing its total order book to S$34.5 billion, with S$8.0 billion expected for delivery in the remainder of the year. A first-quarter interim dividend of S$0.04 per share was declared.<br/><br/>\n<b>Key Insight for Investors: Scrutinize Dividend Components</b><br/><br/>\nA critical takeaway is that each company&#39;s dividend consists of multiple parts. DBS separates ordinary and Capital Return dividends. Singtel distinguishes between a core dividend and a value realisation dividend funded by asset disposals. ST Engineering&#39;s previous full-year payout included a special dividend.<br/><br/>\nInvestors should focus on the ordinary component, which is sustained by operating cash flow, as the other parts are dependent on specific management decisions that may not be repeated. Relying solely on the headline dividend figure risks mistaking a one-off distribution for a recurring commitment.</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>Three Major Singapore Blue-Chip Stocks Backed by Temasek Holdings</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\">\nThree Major Singapore Blue-Chip Stocks Backed by Temasek Holdings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2026-07-16 11:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>Three of Temasek&#39;s most substantial listed investments are found on the local Singapore Exchange.<br/><br/>\nAs of March 31, 2026, the sovereign investor held significant positions in <b>DBS Group Holdings Ltd</b> (<b>SGX: D05</b>), <b>Singtel Limited</b> (<b>SGX: Z74</b>), and <b>ST Engineering Ltd</b> (<b>SGX: S63</b>), with a combined value of approximately S$104.7 billion.<br/><br/>\nAll three entities have recently announced their financial results, each revealing distinct sources of earnings growth.<br/><br/>\nIt is important to note the reporting periods: DBS and ST Engineering released their Q1 2026 figures, while Singtel reported its full-year results for the period ending March 31, 2026. As these periods are not aligned, growth rates should not be directly compared across the three companies.<br/><br/>\n<b>DBS Group&#39;s Growth Amid Declining Interest Rates</b><br/><br/>\nTemasek holds a 28% stake in <b>DBS</b>, valued at roughly S$45.3 billion based on the bank&#39;s market capitalisation of S$161.8 billion, making it the largest holding of the three.<br/><br/>\nFor Q1 2026, DBS reported a record total income of S$5.95 billion, marking a 1% year-on-year increase. This headline figure, however, conceals a mixed performance beneath the surface.<br/><br/>\nNet interest income fell by 5% to S$3.49 billion, as the net interest margin narrowed by 23 basis points to 1.89% due to declining benchmark rates. This was partially offset by a 4% year-on-year growth in customer loans.<br/><br/>\nThe growth driver was non-interest income, which surged 10% to S$2.45 billion, propelled by record wealth management fees of S$907 million and record treasury customer sales of S$592 million. Net fee and commission income jumped 16% to S$1.48 billion.<br/><br/>\nDespite a 4% rise in expenses, net profit attributable to shareholders edged up 1% to S$2.93 billion. The board declared a Q1 dividend of S$0.81 per share, comprising an ordinary dividend of S$0.66 and a Capital Return dividend of S$0.15. Investors are advised to consider these components separately.<br/><br/>\n<b>Singtel&#39;s Reliance on International Operations</b><br/><br/>\nTemasek&#39;s 52% stake in <b>Singtel</b> is valued at approximately S$42.2 billion. For the full year 2026, group revenue remained stable at S$14.3 billion, while underlying net profit grew 12% to S$2.8 billion.<br/><br/>\nThis performance was driven by its overseas units. The NCS division saw a 34% surge in operating profit to S$340 million, and Optus in Australia reported a 23% increase in operating profit to A$550 million.<br/><br/>\nIn contrast, operating profit from the Singapore operations declined by 4.6% to S$795 million due to intense mobile competition. Contributions from regional associates like Airtel and AIS also grew.<br/><br/>\nSingtel declared a total ordinary dividend of S$0.185 per share for FY2026, split into a core dividend and a value realisation dividend funded by asset sales, including a stake in Airtel.<br/><br/>\n<b>Analyzing ST Engineering&#39;s Order Book</b><br/><br/>\nTemasek&#39;s 51% stake in <b>ST Engineering</b> is worth around S$17.2 billion. The group&#39;s Q1 2026 revenue grew 11% year-on-year to S$3.3 billion, with all segments showing growth.<br/><br/>\nThe Defence &amp; Public Security segment grew 13%, Commercial Aerospace revenue jumped 15%, and Urban Solutions &amp; Satcom revenue surged 18%. The company noted that net profit growth outpaced revenue growth, though specific profit figures were not disclosed in the quarterly update.<br/><br/>\nST Engineering secured new contracts worth S$4.8 billion in the quarter, bringing its total order book to S$34.5 billion, with S$8.0 billion expected for delivery in the remainder of the year. A first-quarter interim dividend of S$0.04 per share was declared.<br/><br/>\n<b>Key Insight for Investors: Scrutinize Dividend Components</b><br/><br/>\nA critical takeaway is that each company&#39;s dividend consists of multiple parts. DBS separates ordinary and Capital Return dividends. Singtel distinguishes between a core dividend and a value realisation dividend funded by asset disposals. ST Engineering&#39;s previous full-year payout included a special dividend.<br/><br/>\nInvestors should focus on the ordinary component, which is sustained by operating cash flow, as the other parts are dependent on specific management decisions that may not be repeated. Relying solely on the headline dividend figure risks mistaking a one-off distribution for a recurring commitment.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z74.SI":"新电信","S63.SI":"新科工程","D05.SI":"星展集团控股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168172431","content_text":"Three of Temasek's most substantial listed investments are found on the local Singapore Exchange.\nAs of March 31, 2026, the sovereign investor held significant positions in DBS Group Holdings Ltd (SGX: D05), Singtel Limited (SGX: Z74), and ST Engineering Ltd (SGX: S63), with a combined value of approximately S$104.7 billion.\nAll three entities have recently announced their financial results, each revealing distinct sources of earnings growth.\nIt is important to note the reporting periods: DBS and ST Engineering released their Q1 2026 figures, while Singtel reported its full-year results for the period ending March 31, 2026. As these periods are not aligned, growth rates should not be directly compared across the three companies.\nDBS Group's Growth Amid Declining Interest Rates\nTemasek holds a 28% stake in DBS, valued at roughly S$45.3 billion based on the bank's market capitalisation of S$161.8 billion, making it the largest holding of the three.\nFor Q1 2026, DBS reported a record total income of S$5.95 billion, marking a 1% year-on-year increase. This headline figure, however, conceals a mixed performance beneath the surface.\nNet interest income fell by 5% to S$3.49 billion, as the net interest margin narrowed by 23 basis points to 1.89% due to declining benchmark rates. This was partially offset by a 4% year-on-year growth in customer loans.\nThe growth driver was non-interest income, which surged 10% to S$2.45 billion, propelled by record wealth management fees of S$907 million and record treasury customer sales of S$592 million. Net fee and commission income jumped 16% to S$1.48 billion.\nDespite a 4% rise in expenses, net profit attributable to shareholders edged up 1% to S$2.93 billion. The board declared a Q1 dividend of S$0.81 per share, comprising an ordinary dividend of S$0.66 and a Capital Return dividend of S$0.15. Investors are advised to consider these components separately.\nSingtel's Reliance on International Operations\nTemasek's 52% stake in Singtel is valued at approximately S$42.2 billion. For the full year 2026, group revenue remained stable at S$14.3 billion, while underlying net profit grew 12% to S$2.8 billion.\nThis performance was driven by its overseas units. The NCS division saw a 34% surge in operating profit to S$340 million, and Optus in Australia reported a 23% increase in operating profit to A$550 million.\nIn contrast, operating profit from the Singapore operations declined by 4.6% to S$795 million due to intense mobile competition. Contributions from regional associates like Airtel and AIS also grew.\nSingtel declared a total ordinary dividend of S$0.185 per share for FY2026, split into a core dividend and a value realisation dividend funded by asset sales, including a stake in Airtel.\nAnalyzing ST Engineering's Order Book\nTemasek's 51% stake in ST Engineering is worth around S$17.2 billion. The group's Q1 2026 revenue grew 11% year-on-year to S$3.3 billion, with all segments showing growth.\nThe Defence & Public Security segment grew 13%, Commercial Aerospace revenue jumped 15%, and Urban Solutions & Satcom revenue surged 18%. The company noted that net profit growth outpaced revenue growth, though specific profit figures were not disclosed in the quarterly update.\nST Engineering secured new contracts worth S$4.8 billion in the quarter, bringing its total order book to S$34.5 billion, with S$8.0 billion expected for delivery in the remainder of the year. A first-quarter interim dividend of S$0.04 per share was declared.\nKey Insight for Investors: Scrutinize Dividend Components\nA critical takeaway is that each company's dividend consists of multiple parts. DBS separates ordinary and Capital Return dividends. Singtel distinguishes between a core dividend and a value realisation dividend funded by asset disposals. ST Engineering's previous full-year payout included a special dividend.\nInvestors should focus on the ordinary component, which is sustained by operating cash flow, as the other parts are dependent on specific management decisions that may not be repeated. Relying solely on the headline dividend figure risks mistaking a one-off distribution for a recurring commitment.","news_type":1,"symbols_score_info":{"S63.SI":2,"D05.SI":2,"Z74.SI":2}},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586141639971736,"gmtCreate":1784131091884,"gmtModify":1784131094531,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Microsoft(MSFT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586141639971736","repostId":"2651461042","repostType":2,"repost":{"id":"2651461042","kind":"highlight","weMediaInfo":{"introduction":"Your One-Stop Financial Markets Platform","home_visible":1,"media_name":"TradingKey","id":"1041236214","head_image":"https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb"},"pubTimestamp":1784126663,"share":"https://ttm.financial/m/news/2651461042?lang=en_US&edition=fundamental","pubTime":"2026-07-15 22:44","market":"other","language":"en","title":"Microsoft Rises Over 3% Approaching $400: Partners With 3M to Deploy EBO Fiber Optics, Defies Software Stock Pullback Dragged Down by IBM","url":"https://stock-news.laohu8.com/highlight/detail?id=2651461042","media":"TradingKey","summary":"Tradingkey - On July 15, Eastern Time, Microsoft (MSFT) shares saw a strong rebound in early trading. As of press time, the stock rose 3.2% to $397.26, approaching the $400 milestone. Microsoft and 3M (MMM) have announced a strategic partnership focusing on artificial intelligence data center infrastructure and enterprise transformation. According to the statement, Microsoft's Azure cloud platform and AI infrastructure will be the first hyperscale cloud provider to deploy 3M's Expanded Beam Optical (EBO) technology. 3M will also leverage Microsoft's AI and digital platforms to drive enterprise transformation across its key business functions.","content":"<html><body><p dir=\"ltr\"><span>Tradingkey - On July 15 Eastern Time, Microsoft (</span><span> MSFT</span><span> )'s share price rebounded strongly in early trading. As of press time, it was up 3.2% to $397.26, approaching the $400 mark.</span></p><p dir=\"ltr\"><span>It is reported that Microsoft and <a href=\"https://laohu8.com/S/MMM\">3M</a> (</span><span> MMM</span><span>) announced a strategic partnership that will focus on AI data center infrastructure and enterprise transformation. According to the statement, Microsoft's Azure cloud platform and AI infrastructure will become the first hyperscale cloud provider to deploy 3M's Expanded Beam Optical (EBO) technology. 3M will also leverage Microsoft's AI and digital platforms to drive enterprise transformation across its key business functions.</span></p><p><img height=\"576\" src=\"https://resource.tradingkey.com/uploads/20260715/microsoft-msft-rebound-7d8f5da9d2134e3f94ce0f96400c5bee.png\" width=\"800\"/></p><p dir=\"ltr\"><span>[Source: TradingView]</span></p><p dir=\"ltr\"><span>Notably, after <a href=\"https://laohu8.com/S/IBM\">IBM</a> announced disappointing earnings yesterday, dragging down the overall performance of US software stocks, Microsoft's share price fell 1.55% yesterday. Goldman Sachs promptly issued a clear warning, pointing out that this IBM event \"will fully validate the software bear market scenario\" and expecting widespread sell-off pressure across the software and services sector.</span></p><p dir=\"ltr\"><span>The market generally believes that Microsoft's late-July earnings report will be a watershed for this wave of software valuation rebuilding. If Azure's cloud growth rate for the next quarter remains above 20%, it means the market views IBM as an isolated case of its mainframe business, which does not affect the cloud software thesis. If Azure's growth rate drops below 18%, it indicates market concern that the trend of enterprise IT budgets shifting toward hardware has spread to cloud subscriptions.</span></p><p dir=\"ltr\"><span>Citi stated that due to valuation multiple compression in the software industry, it lowered Microsoft's price target from $620 to $570, while maintaining its \"Buy\" rating. Citi expects Microsoft's fourth fiscal quarter results to be strong; entering fiscal year 2027, Microsoft will be able to leverage stronger returns driven by accelerated growth in its core businesses (Azure and M365 Copilot), which will ultimately drive continued acceleration in overall revenue and EPS growth.</span></p><p dir=\"ltr\"><span>In addition, Microsoft announced an upgrade to its Dataverse platform capabilities, officially connecting Dataverse plugins to three major AI development environments: GitHub Copilot, Claude, and Cursor. This leverages natural language instructions to improve development efficiency while increasing investment in the MCP (Model Context Protocol) ecosystem. As Microsoft's enterprise-grade cloud data management system, Dataverse is upgrading from a data foundation for low-code/no-code applications to a core infrastructure for AI agents in the generative AI era.</span></p><p dir=\"ltr\"><span>Developers can invoke underlying capabilities such as MCP, SDK, and CLI through natural language within the aforementioned AI tools, and all operations are controlled by Dataverse's permission system and governance rules, balancing development efficiency with data security.</span></p><p dir=\"ltr\"><span>At the ecosystem level, Microsoft's MCP protocol has covered over 60 out-of-the-box servers, which can integrate various tools across productivity, development, and business applications, adapting to its full suite of proprietary products including Microsoft 365 Copilot and Azure AI Foundry. Meanwhile, it opens certification channels for third-party MCP servers and provides enterprises with \"Bring Your Own MCP\" self-developed deployment solutions, complete with administrator review and security monitoring capabilities, driving the upgrade of Dataverse into an AI-driven, well-governed, next-generation enterprise data platform.</span></p><p>Find out more</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>Microsoft Rises Over 3% Approaching $400: Partners With 3M to Deploy EBO Fiber Optics, Defies Software Stock Pullback Dragged Down by IBM</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Rises Over 3% Approaching $400: Partners With 3M to Deploy EBO Fiber Optics, Defies Software Stock Pullback Dragged Down by IBM\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041236214\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingKey </p>\n<p class=\"h-time\">2026-07-15 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p dir=\"ltr\"><span>Tradingkey - On July 15 Eastern Time, Microsoft (</span><span> MSFT</span><span> )'s share price rebounded strongly in early trading. As of press time, it was up 3.2% to $397.26, approaching the $400 mark.</span></p><p dir=\"ltr\"><span>It is reported that Microsoft and <a href=\"https://laohu8.com/S/MMM\">3M</a> (</span><span> MMM</span><span>) announced a strategic partnership that will focus on AI data center infrastructure and enterprise transformation. According to the statement, Microsoft's Azure cloud platform and AI infrastructure will become the first hyperscale cloud provider to deploy 3M's Expanded Beam Optical (EBO) technology. 3M will also leverage Microsoft's AI and digital platforms to drive enterprise transformation across its key business functions.</span></p><p><img height=\"576\" src=\"https://resource.tradingkey.com/uploads/20260715/microsoft-msft-rebound-7d8f5da9d2134e3f94ce0f96400c5bee.png\" width=\"800\"/></p><p dir=\"ltr\"><span>[Source: TradingView]</span></p><p dir=\"ltr\"><span>Notably, after <a href=\"https://laohu8.com/S/IBM\">IBM</a> announced disappointing earnings yesterday, dragging down the overall performance of US software stocks, Microsoft's share price fell 1.55% yesterday. Goldman Sachs promptly issued a clear warning, pointing out that this IBM event \"will fully validate the software bear market scenario\" and expecting widespread sell-off pressure across the software and services sector.</span></p><p dir=\"ltr\"><span>The market generally believes that Microsoft's late-July earnings report will be a watershed for this wave of software valuation rebuilding. If Azure's cloud growth rate for the next quarter remains above 20%, it means the market views IBM as an isolated case of its mainframe business, which does not affect the cloud software thesis. If Azure's growth rate drops below 18%, it indicates market concern that the trend of enterprise IT budgets shifting toward hardware has spread to cloud subscriptions.</span></p><p dir=\"ltr\"><span>Citi stated that due to valuation multiple compression in the software industry, it lowered Microsoft's price target from $620 to $570, while maintaining its \"Buy\" rating. Citi expects Microsoft's fourth fiscal quarter results to be strong; entering fiscal year 2027, Microsoft will be able to leverage stronger returns driven by accelerated growth in its core businesses (Azure and M365 Copilot), which will ultimately drive continued acceleration in overall revenue and EPS growth.</span></p><p dir=\"ltr\"><span>In addition, Microsoft announced an upgrade to its Dataverse platform capabilities, officially connecting Dataverse plugins to three major AI development environments: GitHub Copilot, Claude, and Cursor. This leverages natural language instructions to improve development efficiency while increasing investment in the MCP (Model Context Protocol) ecosystem. As Microsoft's enterprise-grade cloud data management system, Dataverse is upgrading from a data foundation for low-code/no-code applications to a core infrastructure for AI agents in the generative AI era.</span></p><p dir=\"ltr\"><span>Developers can invoke underlying capabilities such as MCP, SDK, and CLI through natural language within the aforementioned AI tools, and all operations are controlled by Dataverse's permission system and governance rules, balancing development efficiency with data security.</span></p><p dir=\"ltr\"><span>At the ecosystem level, Microsoft's MCP protocol has covered over 60 out-of-the-box servers, which can integrate various tools across productivity, development, and business applications, adapting to its full suite of proprietary products including Microsoft 365 Copilot and Azure AI Foundry. Meanwhile, it opens certification channels for third-party MCP servers and provides enterprises with \"Bring Your Own MCP\" self-developed deployment solutions, complete with administrator review and security monitoring capabilities, driving the upgrade of Dataverse into an AI-driven, well-governed, next-generation enterprise data platform.</span></p><p>Find out more</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20231025/27da62b3090d507cd5845a125ca0c769.jpg","relate_stocks":{"LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","BK4543":"AI","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2102340556.USD":"AZ ALLOCATION - 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On July 15 Eastern Time, Microsoft ( MSFT )'s share price rebounded strongly in early trading. As of press time, it was up 3.2% to $397.26, approaching the $400 mark.It is reported that Microsoft and 3M ( MMM) announced a strategic partnership that will focus on AI data center infrastructure and enterprise transformation. According to the statement, Microsoft's Azure cloud platform and AI infrastructure will become the first hyperscale cloud provider to deploy 3M's Expanded Beam Optical (EBO) technology. 3M will also leverage Microsoft's AI and digital platforms to drive enterprise transformation across its key business functions.[Source: TradingView]Notably, after IBM announced disappointing earnings yesterday, dragging down the overall performance of US software stocks, Microsoft's share price fell 1.55% yesterday. Goldman Sachs promptly issued a clear warning, pointing out that this IBM event \"will fully validate the software bear market scenario\" and expecting widespread sell-off pressure across the software and services sector.The market generally believes that Microsoft's late-July earnings report will be a watershed for this wave of software valuation rebuilding. If Azure's cloud growth rate for the next quarter remains above 20%, it means the market views IBM as an isolated case of its mainframe business, which does not affect the cloud software thesis. If Azure's growth rate drops below 18%, it indicates market concern that the trend of enterprise IT budgets shifting toward hardware has spread to cloud subscriptions.Citi stated that due to valuation multiple compression in the software industry, it lowered Microsoft's price target from $620 to $570, while maintaining its \"Buy\" rating. Citi expects Microsoft's fourth fiscal quarter results to be strong; entering fiscal year 2027, Microsoft will be able to leverage stronger returns driven by accelerated growth in its core businesses (Azure and M365 Copilot), which will ultimately drive continued acceleration in overall revenue and EPS growth.In addition, Microsoft announced an upgrade to its Dataverse platform capabilities, officially connecting Dataverse plugins to three major AI development environments: GitHub Copilot, Claude, and Cursor. This leverages natural language instructions to improve development efficiency while increasing investment in the MCP (Model Context Protocol) ecosystem. As Microsoft's enterprise-grade cloud data management system, Dataverse is upgrading from a data foundation for low-code/no-code applications to a core infrastructure for AI agents in the generative AI era.Developers can invoke underlying capabilities such as MCP, SDK, and CLI through natural language within the aforementioned AI tools, and all operations are controlled by Dataverse's permission system and governance rules, balancing development efficiency with data security.At the ecosystem level, Microsoft's MCP protocol has covered over 60 out-of-the-box servers, which can integrate various tools across productivity, development, and business applications, adapting to its full suite of proprietary products including Microsoft 365 Copilot and Azure AI Foundry. Meanwhile, it opens certification channels for third-party MCP servers and provides enterprises with \"Bring Your Own MCP\" self-developed deployment solutions, complete with administrator review and security monitoring capabilities, driving the upgrade of Dataverse into an AI-driven, well-governed, next-generation enterprise data platform.Find out more","news_type":1,"symbols_score_info":{"MSFY":0.6,"ROM":0.6,"MSFW":0.6,"MSFT":1.98,"NULC":0.6,"CNEQ":0.6,"MSFL":0.6,"IXN":0.6,"MSFX":0.6,"OGIG":0.6,"SNPE":0.6,"FTEC":0.6,"SPTE":0.6,"MSFU":0.6,"EFIV":0.6,"TYLG":0.6,"IGV":0.6,"XLK":0.6,"MSFD":0.6,"MSFO":0.6,"TDIV":0.6}},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585769512448384,"gmtCreate":1784037306821,"gmtModify":1784037309844,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Bullish signs from DRAM and SKHY too","listText":"Bullish signs from DRAM and SKHY too","text":"Bullish signs from DRAM and SKHY too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585769512448384","repostId":"1172130717","repostType":4,"repost":{"id":"1172130717","kind":"news","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":1784037094,"share":"https://ttm.financial/m/news/1172130717?lang=en_US&edition=fundamental","pubTime":"2026-07-14 21:51","market":"us","language":"en","title":"Chip Stocks Jump with Semtech up 10%; SOXL up 8%; SanDisk up 6%; LRCX, ALAB up 5%; WDC, Marvell, AMD, AMAT, ON, WOLF up 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1172130717","media":"Tiger Newspress","summary":"Chip stocks jumped in premarket trading. $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$, $SanDisk Corp.(SNDK)$ up 4%; $Lam Research(LRCX)$, $Applied Materials(AMAT)$, $ARM Holdings(ARM)$,...","content":"<html><head></head><body><p style=\"text-align: left;\">Chip stocks jumped in market trading. <a href=\"https://laohu8.com/S/SMTC\">Semtech</a> up 10%; <a href=\"https://laohu8.com/S/SOXL\">Direxion Daily Semiconductors Bull 3x Shares</a> up 8%; <a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp.</a> up 6%; <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a>, <a href=\"https://laohu8.com/S/ALAB\">Astera Labs, Inc.</a> up 5%; <a href=\"https://laohu8.com/S/WDC\">Western Digital</a>, <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a>, <a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a>, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>, <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a>, <a href=\"https://laohu8.com/S/WOLF\">Wolfspeed Inc.</a> up 4%; 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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\">\nChip Stocks Jump with Semtech up 10%; SOXL up 8%; SanDisk up 6%; LRCX, ALAB up 5%; WDC, Marvell, AMD, AMAT, ON, WOLF up 4%\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\">2026-07-14 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Chip stocks jumped in market trading. <a href=\"https://laohu8.com/S/SMTC\">Semtech</a> up 10%; <a href=\"https://laohu8.com/S/SOXL\">Direxion Daily Semiconductors Bull 3x Shares</a> up 8%; <a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp.</a> up 6%; <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a>, <a href=\"https://laohu8.com/S/ALAB\">Astera Labs, Inc.</a> up 5%; <a href=\"https://laohu8.com/S/WDC\">Western Digital</a>, <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a>, <a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a>, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>, <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a>, <a href=\"https://laohu8.com/S/WOLF\">Wolfspeed Inc.</a> up 4%; <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, <a href=\"https://laohu8.com/S/INTC\">Intel</a> up 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbe0dbfdf54403d38b2d4d814c47806b\" data-align=\"center\" tg-width=\"751\" tg-height=\"855\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","MVLL":"2倍做多MRVL ETF-GraniteShares","SNDK":"闪迪","WDCX":"Tradr 2X Long WDC Daily ETF","TSMY":"TSM期权收益策略ETF-YieldMax","AMAT":"应用材料","INTW":"2倍做多INTC ETF-GraniteShares","SMTC":"先科电子","KLAC":"科磊","TSMZ":"1倍做空TSM ETF-Direxion","AMUU":"2倍做多AMD ETF-Direxion","TXN":"德州仪器","TSM":"台积电","AMDU":"Defiance Leveraged Long + Income AMD ETF","ALAB":"Astera Labs, Inc.","ON":"安森美半导体","AMDW":"Roundhill AMD WeeklyPay ETF","LRCX":"拉姆研究","WDC":"西部数据","ARMG":"2倍做多ARM ETF- Leverage Shares","AMYY":"GraniteShares YieldBOOST AMD ETF","SOXL":"三倍做多半导体ETF-Direxion Daily","AMDY":"AMD期权收益策略ETF-YieldMax","STM":"意法半导体","STX":"希捷科技","AMD":"美国超微公司","DAMD":"2倍做空AMD ETF-Defiance","MRVU":"Direxion Daily MRVL Bull 2X ETF","MUU":"2倍做多MU ETF-Direxion","ARMW":"Roundhill ARM WeeklyPay ETF","MCHP":"微芯科技","LABX":"Tradr 2X Long ALAB Daily ETF","SNXX":"Tradr 2X Long SNDK Daily ETF","CRDU":"Tradr 2X Long CRDO Daily ETF","ARM":"ARM Holdings","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","LINT":"Direxion Daily INTC Bull 2X ETF","TSMG":"2倍做多TSM ETF- Leverage Shares","MU":"美光科技","AMDD":"1倍做空AMD ETF-Direxion","ARMU":"2倍做多ARM ETF-T-REX","SNDQ":"Tradr 2X Short SNDK Daily ETF","MRVL":"迈威尔科技","STSM":"Defiance Daily Target 2X Short TSM ETF","WOLF":"Wolfspeed Inc.","CRDO":"Credo Technology Group Holding Ltd","MUD":"1倍做空MU ETF-Direxion","SNDG":"Leverage Shares 2X Long SNDK Daily ETF","LRCU":"2倍做多LRCX ETF-Tradr","AMDG":"2倍做多AMD ETF- Leverage Shares","MULL":"2倍做多MU ETF-GraniteShares","TSMU":"2倍做多TSM ETF-GraniteShares","SMH":"半导体指数ETF-HOLDRs","SNDC":"Corgi SNDK 2x Daily ETF","AMDL":"2倍做多AMD ETF-GraniteShares","KLAG":"Leverage Shares 2X Long KLAC Daily ETF","STC":"Stewart Information Services Cor","TSMX":"2倍做多TSM ETF-Direxion"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172130717","content_text":"Chip stocks jumped in market trading. Semtech up 10%; Direxion Daily Semiconductors Bull 3x Shares up 8%; SanDisk Corp. up 6%; Lam Research, Astera Labs, Inc. up 5%; Western Digital, Marvell Technology, Microchip Technology, Advanced Micro Devices, Applied Materials, ON Semiconductor, Wolfspeed Inc. up 4%; Micron Technology, Intel up 3%.","news_type":1,"symbols_score_info":{"INTC":2,"MU":2,"MRVL":2,"ARM":2,"INTW":0.6,"MVLL":0.6,"LRCX":2,"STC":2,"STX":2,"AMDW":0.6,"WDCX":0.6,"AMDU":0.6,"TSMG":0.6,"SOXL":2,"WDC":2,"SMH":2,"STSM":0.6,"MCHP":2,"WOLF":2,"DAMD":0.6,"MULL":0.6,"SNXX":0.6,"TSMX":0.6,"TSMU":0.6,"SMTC":2,"ARMG":0.6,"CRDU":0.6,"TSMY":0.6,"MUD":0.6,"SNDG":0.6,"ALAB":2,"KLAC":2,"SNDU":0.6,"LRCU":0.6,"SNDC":0.6,"AMDD":0.6,"AMAT":2,"ARMU":0.6,"LINT":0.6,"AMYY":0.6,"TSMZ":0.6,"AMDY":0.6,"MRVU":0.6,"ON":2,"SNDQ":0.6,"MUU":0.6,"SNDK":2,"AMDL":0.6,"KLAG":0.6,"ARMW":0.6,"AMUU":0.6,"CRDO":2,"STM":2,"TXN":2,"AMD":2,"AMDG":0.6,"LABX":0.6,"TSM":2}},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585716057124952,"gmtCreate":1784027173756,"gmtModify":1784027277210,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"My view of <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> is that deleveraging is nearly over and we should watch the rebound! (Option A) it was expected to happen at some point but now that it has largely unfolded in the first couple of days, it looks primed for a rebound. PE is also ridiculously low - this is a generational buying opportunity!","listText":"My view of <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> is that deleveraging is nearly over and we should watch the rebound! (Option A) it was expected to happen at some point but now that it has largely unfolded in the first couple of days, it looks primed for a rebound. PE is also ridiculously low - this is a generational buying opportunity!","text":"My view of $SK hynix(SKHY)$ is that deleveraging is nearly over and we should watch the rebound! (Option A) it was expected to happen at some point but now that it has largely unfolded in the first couple of days, it looks primed for a rebound. PE is also ridiculously low - this is a generational buying opportunity!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":65,"commentSize":6,"repostSize":486,"link":"https://ttm.financial/post/585716057124952","isVote":1,"tweetType":1,"viewCount":8796,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf3006","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3576140222331577","idStr":"3576140222331577"},"content":"Here it comes. The big rebound. This may lead to a buying stampede today.","text":"Here it comes. The big rebound. This may lead to a buying stampede today.","html":"Here it comes. The big rebound. This may lead to a buying stampede today."},{"author":{"id":"4114498221568562","authorId":"4114498221568562","name":"Ragz","avatar":"https://community-static.tradeup.com/news/b4ff9d535326b2e5c1e196c2eaee90d6","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4114498221568562","idStr":"4114498221568562"},"content":"Looks like the same pattern as SPCX🤔","text":"Looks like the same pattern as SPCX🤔","html":"Looks like the same pattern as SPCX🤔"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585715341206424,"gmtCreate":1784027015037,"gmtModify":1784027018163,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> overdue for rebound and I'm cautiously bullish too!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> overdue for rebound and I'm cautiously bullish too!","text":"$NVIDIA(NVDA)$ overdue for rebound and I'm cautiously bullish too!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/585715341206424","repostId":"1136756250","repostType":4,"repost":{"id":"1136756250","kind":"news","weMediaInfo":{"introduction":"Follow us to obtain daily option activities","home_visible":1,"media_name":"Option Movers","id":"1061805220","head_image":"https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg"},"pubTimestamp":1783930286,"share":"https://ttm.financial/m/news/1136756250?lang=en_US&edition=fundamental","pubTime":"2026-07-13 16:11","market":"us","language":"en","title":"Option Movers | Investors Cautiously Bullish on Nvidia, See Capped Upside For Intel","url":"https://stock-news.laohu8.com/highlight/detail?id=1136756250","media":"Option Movers","summary":"Market OverviewOn July 10, Dow Jones up 0.29% at 52,637.01; S&P 500 up 0.42% at 7,575.39; NASDAQ up 0.29% at 26,281.61. A modest, broad-based advance left all three gauges in positive territory, with...","content":"<html><head></head><body><h2 style=\"text-align: left;\">Market Overview</h2><p style=\"text-align: left;\">On July 10, <strong>Dow Jones up 0.29% at 52,637.01; S&amp;P 500 up 0.42% at 7,575.39; NASDAQ up 0.29% at 26,281.61.</strong> A modest, broad-based advance left all three gauges in positive territory, with investors digesting a fresh wave of technology listings and ongoing policy headlines.</p><p style=\"text-align: left;\">On July 10, total option volume = 60,975,366. Average daily option volume = 63,086,207. 39% puts, 61% calls. 794 stocks have option volume that is greater than their 30 day moving average volume.</p><h2 style=\"text-align: left;\">Top 10 Option Volumes</h2><p style=\"text-align: left;\">Top 10: <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>、<a href=\"https://laohu8.com/S/TSLA\">TSLA</a>、<a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>、<a href=\"https://laohu8.com/S/AAPL\">AAPL</a>、<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b42a96cc66683e17fba897cad371383f\" data-align=\"center\" tg-width=\"573\" tg-height=\"999\"/><span></span></p><h2 style=\"text-align: left;\">Nvidia Options: Bullish Sentiment Prevails, But Watch for Range-Bound Volatility</h2><p style=\"text-align: left;\">Nvidia notched a more than 4% gain last Friday, anchored by a prominent bullish options spread worth $16.328 million that stood out as the day’s most representative tilted bullish trade. The trader initiated the structured position by purchasing 10,400 contracts of the 200.0 strike call options expiring on July 10, 2026, while simultaneously selling an equal volume of 205.0 strike call options with the same maturity, establishing the entire position on a net-debit basis.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0466f3d5c64de32ec8a72c313eb721a\" data-align=\"center\" tg-width=\"588\" tg-height=\"195\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5419ad41f6200a075ceddba8120fa30\" data-align=\"center\" tg-width=\"657\" tg-height=\"210\"/><span></span></p><p style=\"text-align: left;\">At the current Nvidia stock price of $210.96, both legs of the spread are now in-the-money (ITM). This pricing dynamic indicates the capital deployed is not targeting leveraged speculative upside in distant maturities, but rather executing a structured bullish allocation within a deep in-the-money range.</p><p style=\"text-align: left;\">In a separate trade, market participants executed a credit spread strategy involving Nvidia’s weekly options maturing on July 17, 2026. The trader sold 9,958 contracts of the 210.0 strike calls and bought the same number of 215.0 strike calls with the identical expiration date, resulting in an overall net-credit position.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff00e795f790ad3888a2596ad6513615\" data-align=\"center\" tg-width=\"654\" tg-height=\"207\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5f1f363f48c8e3308bd079a539a9651e\" data-align=\"center\" tg-width=\"651\" tg-height=\"206\"/><span></span></p><p style=\"text-align: left;\">Based on the prevailing share price of $210.96, the sold 210.0 strike calls sit near in-the-money territory, while the purchased 215.0 strike calls remain out-of-the-money (OTM). This represents a classic capped upside rent-collecting and mildly bearish options strategy. Rather than betting aggressively on a sharp downside correction, the trade signals a market consensus that Nvidia’s upside momentum is set to be constrained, with limited room for a material breakout above current levels ahead of the option expiry.</p><h2 style=\"text-align: left;\">Intel Options Traders Bet on Limited Upside Ahead</h2><p style=\"text-align: left;\">Intel declined 2.4% last Friday. The day’s largest single-leg trade saw $4.03 million worth of call options sold: 125.0 strike calls expiring August 21, 2026, which are currently out-of-the-money (OTM).</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4aaaf5ec22dbc7374e788c52da74fbb8\" data-align=\"center\" tg-width=\"711\" tg-height=\"234\"/><span></span></p><p style=\"text-align: left;\">Selling such longer-dated out-of-the-money calls typically signals a distinctly bearish, or at minimum neutral, market view. The trader appears to be betting Intel has limited upside from here, aiming to generate income via options premium. If the stock fails to break meaningfully above the strike price by expiry, the call seller stands to profit handsomely. Accordingly, this large position reflects expectations of muted longer-term upside momentum for Intel shares.</p><p style=\"text-align: left;\">Please click to join <a target=\"_blank\" class=\"\" href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\">Tiger Options Club</a></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>Option Movers | Investors Cautiously Bullish on Nvidia, See Capped Upside For Intel</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\">\nOption Movers | Investors Cautiously Bullish on Nvidia, See Capped Upside For Intel\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1061805220\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Option Movers </p>\n<p class=\"h-time\">2026-07-13 16:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 style=\"text-align: left;\">Market Overview</h2><p style=\"text-align: left;\">On July 10, <strong>Dow Jones up 0.29% at 52,637.01; S&amp;P 500 up 0.42% at 7,575.39; NASDAQ up 0.29% at 26,281.61.</strong> A modest, broad-based advance left all three gauges in positive territory, with investors digesting a fresh wave of technology listings and ongoing policy headlines.</p><p style=\"text-align: left;\">On July 10, total option volume = 60,975,366. Average daily option volume = 63,086,207. 39% puts, 61% calls. 794 stocks have option volume that is greater than their 30 day moving average volume.</p><h2 style=\"text-align: left;\">Top 10 Option Volumes</h2><p style=\"text-align: left;\">Top 10: <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>、<a href=\"https://laohu8.com/S/TSLA\">TSLA</a>、<a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>、<a href=\"https://laohu8.com/S/AAPL\">AAPL</a>、<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b42a96cc66683e17fba897cad371383f\" data-align=\"center\" tg-width=\"573\" tg-height=\"999\"/><span></span></p><h2 style=\"text-align: left;\">Nvidia Options: Bullish Sentiment Prevails, But Watch for Range-Bound Volatility</h2><p style=\"text-align: left;\">Nvidia notched a more than 4% gain last Friday, anchored by a prominent bullish options spread worth $16.328 million that stood out as the day’s most representative tilted bullish trade. The trader initiated the structured position by purchasing 10,400 contracts of the 200.0 strike call options expiring on July 10, 2026, while simultaneously selling an equal volume of 205.0 strike call options with the same maturity, establishing the entire position on a net-debit basis.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0466f3d5c64de32ec8a72c313eb721a\" data-align=\"center\" tg-width=\"588\" tg-height=\"195\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5419ad41f6200a075ceddba8120fa30\" data-align=\"center\" tg-width=\"657\" tg-height=\"210\"/><span></span></p><p style=\"text-align: left;\">At the current Nvidia stock price of $210.96, both legs of the spread are now in-the-money (ITM). This pricing dynamic indicates the capital deployed is not targeting leveraged speculative upside in distant maturities, but rather executing a structured bullish allocation within a deep in-the-money range.</p><p style=\"text-align: left;\">In a separate trade, market participants executed a credit spread strategy involving Nvidia’s weekly options maturing on July 17, 2026. The trader sold 9,958 contracts of the 210.0 strike calls and bought the same number of 215.0 strike calls with the identical expiration date, resulting in an overall net-credit position.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff00e795f790ad3888a2596ad6513615\" data-align=\"center\" tg-width=\"654\" tg-height=\"207\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5f1f363f48c8e3308bd079a539a9651e\" data-align=\"center\" tg-width=\"651\" tg-height=\"206\"/><span></span></p><p style=\"text-align: left;\">Based on the prevailing share price of $210.96, the sold 210.0 strike calls sit near in-the-money territory, while the purchased 215.0 strike calls remain out-of-the-money (OTM). This represents a classic capped upside rent-collecting and mildly bearish options strategy. Rather than betting aggressively on a sharp downside correction, the trade signals a market consensus that Nvidia’s upside momentum is set to be constrained, with limited room for a material breakout above current levels ahead of the option expiry.</p><h2 style=\"text-align: left;\">Intel Options Traders Bet on Limited Upside Ahead</h2><p style=\"text-align: left;\">Intel declined 2.4% last Friday. The day’s largest single-leg trade saw $4.03 million worth of call options sold: 125.0 strike calls expiring August 21, 2026, which are currently out-of-the-money (OTM).</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4aaaf5ec22dbc7374e788c52da74fbb8\" data-align=\"center\" tg-width=\"711\" tg-height=\"234\"/><span></span></p><p style=\"text-align: left;\">Selling such longer-dated out-of-the-money calls typically signals a distinctly bearish, or at minimum neutral, market view. The trader appears to be betting Intel has limited upside from here, aiming to generate income via options premium. If the stock fails to break meaningfully above the strike price by expiry, the call seller stands to profit handsomely. Accordingly, this large position reflects expectations of muted longer-term upside momentum for Intel shares.</p><p style=\"text-align: left;\">Please click to join <a target=\"_blank\" class=\"\" href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\">Tiger Options Club</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","INTC":"英特尔","TLA":"GraniteShares Autocallable TSLA ETF","PLTZ":"2倍做空PLTR ETF-Defiance","SOFX":"2倍做多SOFI ETF-Defiance","TSLP":"TSLA收益溢价策略ETF-Kurv","NVDA":"英伟达","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","TESL":"Simplify Volt TSLA Revolution ETF","TSLQ":"2倍做空TSLA ETF-Tradr","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","PLTA":"ProShares Ultra PLTR ETF","TSLR":"2倍做多TSLA ETF-GraniteShares","LINT":"Direxion Daily INTC Bull 2X ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","07766":"南方两倍做多特斯拉","TSLS":"1倍做空TSLA ETF-Direxion","PLTD":"1倍做空PLTR ETF-Direxion","PLTG":"2倍做多PLTR ETF-Leverage Shares","PTIR":"2倍做多PLTR ETF-GraniteShares","TSLT":"2倍做多TSLA ETF-T-Rex","PLTI":"REX PLTR Growth & Income ETF","TSLW":"TSLA周配息ETF-Roundhill","PLTY":"PLTR期权收益策略ETF-YieldMax","TSII":"REX TSLA Growth & Income ETF","TSLY":"TSLA期权收益策略ETF-YieldMax","TSDD":"2倍做空TSLA ETF-GraniteShares","TSL":"1.25倍做多TSLA ETF-GraniteShares","07366":"XI二南特斯","TSLZ":"2倍做空TSLA ETF-T-Rex","PLTU":"2倍做多PLTR ETF-Direxion","09766":"南方两倍做多特斯拉-U","SOFA":"Direxion Daily SOFI Bull 2X ETF","INTW":"2倍做多INTC ETF-GraniteShares","TSYY":"收益增强TSLA ETF-GraniteShares","TSLG":"2倍做多TSLA ETF-Leverage Shares","PLTW":"PLTR周配息ETF-Roundhill","TSLI":"2倍做多TSLA ETF-ProShares","09366":"XI二南特斯-U"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136756250","content_text":"Market OverviewOn July 10, Dow Jones up 0.29% at 52,637.01; S&P 500 up 0.42% at 7,575.39; NASDAQ up 0.29% at 26,281.61. A modest, broad-based advance left all three gauges in positive territory, with investors digesting a fresh wave of technology listings and ongoing policy headlines.On July 10, total option volume = 60,975,366. Average daily option volume = 63,086,207. 39% puts, 61% calls. 794 stocks have option volume that is greater than their 30 day moving average volume.Top 10 Option VolumesTop 10: NVDA、TSLA、Meta Platforms, Inc.、AAPL、Micron Technology、Amazon.com、Microsoft、SoFi Technologies Inc.、Palantir Technologies Inc.、Intel。Nvidia Options: Bullish Sentiment Prevails, But Watch for Range-Bound VolatilityNvidia notched a more than 4% gain last Friday, anchored by a prominent bullish options spread worth $16.328 million that stood out as the day’s most representative tilted bullish trade. The trader initiated the structured position by purchasing 10,400 contracts of the 200.0 strike call options expiring on July 10, 2026, while simultaneously selling an equal volume of 205.0 strike call options with the same maturity, establishing the entire position on a net-debit basis.At the current Nvidia stock price of $210.96, both legs of the spread are now in-the-money (ITM). This pricing dynamic indicates the capital deployed is not targeting leveraged speculative upside in distant maturities, but rather executing a structured bullish allocation within a deep in-the-money range.In a separate trade, market participants executed a credit spread strategy involving Nvidia’s weekly options maturing on July 17, 2026. The trader sold 9,958 contracts of the 210.0 strike calls and bought the same number of 215.0 strike calls with the identical expiration date, resulting in an overall net-credit position.Based on the prevailing share price of $210.96, the sold 210.0 strike calls sit near in-the-money territory, while the purchased 215.0 strike calls remain out-of-the-money (OTM). This represents a classic capped upside rent-collecting and mildly bearish options strategy. Rather than betting aggressively on a sharp downside correction, the trade signals a market consensus that Nvidia’s upside momentum is set to be constrained, with limited room for a material breakout above current levels ahead of the option expiry.Intel Options Traders Bet on Limited Upside AheadIntel declined 2.4% last Friday. The day’s largest single-leg trade saw $4.03 million worth of call options sold: 125.0 strike calls expiring August 21, 2026, which are currently out-of-the-money (OTM).Selling such longer-dated out-of-the-money calls typically signals a distinctly bearish, or at minimum neutral, market view. The trader appears to be betting Intel has limited upside from here, aiming to generate income via options premium. If the stock fails to break meaningfully above the strike price by expiry, the call seller stands to profit handsomely. Accordingly, this large position reflects expectations of muted longer-term upside momentum for Intel shares.Please click to join Tiger Options Club","news_type":1,"symbols_score_info":{"TSLY":0.6,"07766":0.6,"INTW":0.6,"PLTA":0.6,"PLTI":0.6,"PLTG":0.6,"TSLQ":0.6,"TSLI":0.6,"TSII":0.6,"TLA":0.6,"09366":0.6,"PLYY":0.6,"PLTZ":0.6,"TSLL":0.6,"TSLS":0.6,"TESL":0.6,"TSLR":0.6,"PLTW":0.6,"TSYY":0.6,"TSLZ":0.6,"PLTD":0.6,"PLTU":0.6,"TSL":0.6,"TSLP":0.6,"PTIR":0.6,"LINT":0.6,"07366":0.6,"09766":0.6,"TSDD":0.6,"TSLW":0.6,"PLTY":0.6,"TSLT":0.6,"TSLG":0.6,"NVDA":2,"TSLO":0.6,"SOFX":0.6,"CRSH":0.6,"TEST":0.6,"SOFA":0.6,"INTC":2,"PLOO":0.6}},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585570214368568,"gmtCreate":1783991586720,"gmtModify":1783991589799,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v> lets go to the moon! lol single digit PE for a company with insane exponential growth, enough said.","listText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v> lets go to the moon! lol single digit PE for a company with insane exponential growth, enough said.","text":"$SK hynix(SKHY)$ lets go to the moon! lol single digit PE for a company with insane exponential growth, enough said.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/585570214368568","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585433986351496,"gmtCreate":1783958409928,"gmtModify":1783958413020,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> remaining bullish on Apple!","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> remaining bullish on Apple!","text":"$Apple(AAPL)$ remaining bullish on Apple!","images":[{"img":"https://community-static.tradeup.com/news/8b3e1fbe23de6021d8598d3c248bd3e9","width":"960","height":"1562"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/585433986351496","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":585361703739880,"gmtCreate":1783940674111,"gmtModify":1783940676893,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Bullish on SKHY!","listText":"Bullish on SKHY!","text":"Bullish on SKHY!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585361703739880","repostId":"2651254118","repostType":4,"repost":{"id":"2651254118","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1783937475,"share":"https://ttm.financial/m/news/2651254118?lang=en_US&edition=fundamental","pubTime":"2026-07-13 18:11","market":"us","language":"en","title":"SK Hynix US Scarcity Premium Looks Built to Last","url":"https://stock-news.laohu8.com/highlight/detail?id=2651254118","media":"Reuters","summary":"BREAKINGVIEWS-SK Hynix US scarcity premium looks built to lastHONG KONG, July 13 (Reuters Breakingviews)-South Korea could, with a wave of its hand, crush the U.S. stock market premium that the world'","content":"<html><head></head><body><p style=\"text-align: left;\">HONG KONG, July 13 (Reuters Breakingviews) - South Korea could, with a wave of its hand, crush the U.S. stock market premium that the world&#39;s second largest memory chip maker commands by allowing full fungibility of its ordinary shares in Seoul. But officials in the Asian country have little reason to do that quickly.</p><p style=\"text-align: left;\">Following its $26 billion Nasdaq debut on Friday, SK Hynix&#39;s 000660.KS Seoul-traded shares plunged 15% on Monday. That leaves the newly-listed American Depositary Receipts priced at a yawning 36% premium to the underlying shares - more than twice the bump Taiwan&#39;s TSMC 2330.TW enjoys on its ADRs.</p><p style=\"text-align: left;\">The premium will shift again when U.S. markets open but both AI giants benefit from a scarcity boost. SK Hynix&#39;s ADRs gave many U.S. dedicated long only investors their first direct route to the chipmaker. Other investors were getting exposure to the SK Hynix shares via swaps but they faced sizing constraints and high financing costs, leading to pent up demand for the ADRs.</p><p style=\"text-align: left;\">As a result, the offering was heavily oversubscribed, generating $258 million in fees for underwriters led by Goldman Sachs GS.N, Citigroup C.N, JPMorgan <a href=\"https://laohu8.com/S/JPM\">JPM</a>.N and BofA BAC.N. Citi earned a slightly larger share for steering SK Hynix through the confidential filing process and it also administers the ADRs. Investors can readily cancel ADRs and convert them into ordinary shares, but creating new ADRs from local stock is restricted for both SK Hynix and TSMC. The resulting bottleneck limits arbitrage and helps sustain the premium.</p><p style=\"text-align: left;\">For TSMC, Taiwan regulators effectively restrict the supply of ADRs, so they are stuck at roughly 20% of the total shares outstanding. For SK Hynix, the new American shares make up less than 3% of the outstanding total; converting ordinary shares into ADRs requires a separate reporting procedure which would take time and increase costs for investors. There&#39;s room for its ADR volumes to increase but Korean officials may also drag their heels on approving conversions because of foreign exchange worries.</p><p style=\"text-align: left;\">The global AI boom has fuelled demand for chips made by SK Hynix and <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> 005930.KS — another potential ADR candidate — and propelled the KOSPI 114% higher over the past one year. Yet the won has lost 8% against the U.S. dollar. Allowing more ADRs could result in an even bigger disconnect.</p><p style=\"text-align: left;\">CONTEXT NEWS</p><p style=\"text-align: left;\">SK Hynix closed down 15% in Seoul on July 13, its first trading day after its American Depositary Receipts debuted in New York following a $26.5 billion offering.</p><p style=\"text-align: left;\">The plunge in the South Korean AI memory chip maker&#39;s shares drove a 9% drop in the benchmark KOSPI which triggered a brief circuit-breaker suspension.</p><p style=\"text-align: left;\">The company&#39;s ADRs were priced at $149 each, equivalent to a roughly 5% premium to the last closing price of Seoul stock on July 9. Each ADR represents one-tenth of a common share of SK Hynix. The ADRs closed on July 10 at $168 each.</p><p style=\"text-align: left;\">BofA Securities, Citigroup, Goldman Sachs and JPMorgan acted as global coordinators.</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>SK Hynix US Scarcity Premium Looks Built to Last</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\">\nSK Hynix US Scarcity Premium Looks Built to Last\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-13 18:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">HONG KONG, July 13 (Reuters Breakingviews) - South Korea could, with a wave of its hand, crush the U.S. stock market premium that the world&#39;s second largest memory chip maker commands by allowing full fungibility of its ordinary shares in Seoul. But officials in the Asian country have little reason to do that quickly.</p><p style=\"text-align: left;\">Following its $26 billion Nasdaq debut on Friday, SK Hynix&#39;s 000660.KS Seoul-traded shares plunged 15% on Monday. That leaves the newly-listed American Depositary Receipts priced at a yawning 36% premium to the underlying shares - more than twice the bump Taiwan&#39;s TSMC 2330.TW enjoys on its ADRs.</p><p style=\"text-align: left;\">The premium will shift again when U.S. markets open but both AI giants benefit from a scarcity boost. SK Hynix&#39;s ADRs gave many U.S. dedicated long only investors their first direct route to the chipmaker. Other investors were getting exposure to the SK Hynix shares via swaps but they faced sizing constraints and high financing costs, leading to pent up demand for the ADRs.</p><p style=\"text-align: left;\">As a result, the offering was heavily oversubscribed, generating $258 million in fees for underwriters led by Goldman Sachs GS.N, Citigroup C.N, JPMorgan <a href=\"https://laohu8.com/S/JPM\">JPM</a>.N and BofA BAC.N. Citi earned a slightly larger share for steering SK Hynix through the confidential filing process and it also administers the ADRs. Investors can readily cancel ADRs and convert them into ordinary shares, but creating new ADRs from local stock is restricted for both SK Hynix and TSMC. The resulting bottleneck limits arbitrage and helps sustain the premium.</p><p style=\"text-align: left;\">For TSMC, Taiwan regulators effectively restrict the supply of ADRs, so they are stuck at roughly 20% of the total shares outstanding. For SK Hynix, the new American shares make up less than 3% of the outstanding total; converting ordinary shares into ADRs requires a separate reporting procedure which would take time and increase costs for investors. There&#39;s room for its ADR volumes to increase but Korean officials may also drag their heels on approving conversions because of foreign exchange worries.</p><p style=\"text-align: left;\">The global AI boom has fuelled demand for chips made by SK Hynix and <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> 005930.KS — another potential ADR candidate — and propelled the KOSPI 114% higher over the past one year. Yet the won has lost 8% against the U.S. dollar. Allowing more ADRs could result in an even bigger disconnect.</p><p style=\"text-align: left;\">CONTEXT NEWS</p><p style=\"text-align: left;\">SK Hynix closed down 15% in Seoul on July 13, its first trading day after its American Depositary Receipts debuted in New York following a $26.5 billion offering.</p><p style=\"text-align: left;\">The plunge in the South Korean AI memory chip maker&#39;s shares drove a 9% drop in the benchmark KOSPI which triggered a brief circuit-breaker suspension.</p><p style=\"text-align: left;\">The company&#39;s ADRs were priced at $149 each, equivalent to a roughly 5% premium to the last closing price of Seoul stock on July 9. Each ADR represents one-tenth of a common share of SK Hynix. The ADRs closed on July 10 at $168 each.</p><p style=\"text-align: left;\">BofA Securities, Citigroup, Goldman Sachs and JPMorgan acted as global coordinators.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","SKDD":"2倍做空海力士ETF-GraniteShares","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","BK4127":"投资银行业与经纪业","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","JPX":"Defiance Daily Target 2X Long JPM ETF","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","JPO":"JPM期权收益策略ETF-YieldMax","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","IXG":"全球金融业ETF-iShares","LU1548497426.USD":"安联环球人工智能AT Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SKHY":"SK海力士","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","SKHX":"2倍做多海力士ETF-Leverage Shares","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","SKHZ":"1倍做空海力士ETF-Leverage Shares","FNCL":"Fidelity MSCI Financials Index ETF","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2596442595.SGD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (SGDHDG) INC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","IYF":"金融指数ETF-iShares Dow Jones","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","JPMO":"JPM期权收益策略ETF-YieldMax","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","VFH":"Vanguard Financials ETF","IYG":"iShares U.S. Financial Services ETF","XLF":"金融ETF","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","FTXO":"First Trust Nasdaq Bank ETF","GSX":"Tradr 2X Long GS Daily ETF","KBWB":"银行ETF-PowerShares","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","UYG":"两倍做多金融股ETF-ProShares","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","SKUU":"2倍做多海力士ETF-GraniteShares","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260713:nL6N43F04N:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2651254118","content_text":"HONG KONG, July 13 (Reuters Breakingviews) - South Korea could, with a wave of its hand, crush the U.S. stock market premium that the world's second largest memory chip maker commands by allowing full fungibility of its ordinary shares in Seoul. But officials in the Asian country have little reason to do that quickly.Following its $26 billion Nasdaq debut on Friday, SK Hynix's 000660.KS Seoul-traded shares plunged 15% on Monday. That leaves the newly-listed American Depositary Receipts priced at a yawning 36% premium to the underlying shares - more than twice the bump Taiwan's TSMC 2330.TW enjoys on its ADRs.The premium will shift again when U.S. markets open but both AI giants benefit from a scarcity boost. SK Hynix's ADRs gave many U.S. dedicated long only investors their first direct route to the chipmaker. Other investors were getting exposure to the SK Hynix shares via swaps but they faced sizing constraints and high financing costs, leading to pent up demand for the ADRs.As a result, the offering was heavily oversubscribed, generating $258 million in fees for underwriters led by Goldman Sachs GS.N, Citigroup C.N, JPMorgan JPM.N and BofA BAC.N. Citi earned a slightly larger share for steering SK Hynix through the confidential filing process and it also administers the ADRs. Investors can readily cancel ADRs and convert them into ordinary shares, but creating new ADRs from local stock is restricted for both SK Hynix and TSMC. The resulting bottleneck limits arbitrage and helps sustain the premium.For TSMC, Taiwan regulators effectively restrict the supply of ADRs, so they are stuck at roughly 20% of the total shares outstanding. For SK Hynix, the new American shares make up less than 3% of the outstanding total; converting ordinary shares into ADRs requires a separate reporting procedure which would take time and increase costs for investors. There's room for its ADR volumes to increase but Korean officials may also drag their heels on approving conversions because of foreign exchange worries.The global AI boom has fuelled demand for chips made by SK Hynix and Samsung Electronics 005930.KS — another potential ADR candidate — and propelled the KOSPI 114% higher over the past one year. Yet the won has lost 8% against the U.S. dollar. Allowing more ADRs could result in an even bigger disconnect.CONTEXT NEWSSK Hynix closed down 15% in Seoul on July 13, its first trading day after its American Depositary Receipts debuted in New York following a $26.5 billion offering.The plunge in the South Korean AI memory chip maker's shares drove a 9% drop in the benchmark KOSPI which triggered a brief circuit-breaker suspension.The company's ADRs were priced at $149 each, equivalent to a roughly 5% premium to the last closing price of Seoul stock on July 9. Each ADR represents one-tenth of a common share of SK Hynix. The ADRs closed on July 10 at $168 each.BofA Securities, Citigroup, Goldman Sachs and JPMorgan acted as global coordinators.","news_type":1,"symbols_score_info":{"SKUU":0.6,"JPMO":0.6,"GSX":0.6,"XLF":0.6,"JPX":0.6,"SKHX":0.6,"FTXO":0.6,"IYG":0.6,"FNCL":0.6,"SKHZ":0.6,"SKHY":0.9,"IXG":0.6,"UYG":0.6,"KBWB":0.6,"IYF":0.6,"JPO":0.6,"SKDD":0.6,"VFH":0.6}},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585209373250304,"gmtCreate":1783903486349,"gmtModify":1783903489243,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Fantastic news for Nvidia!","listText":"Fantastic news for Nvidia!","text":"Fantastic news for Nvidia!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585209373250304","repostId":"1101021709","repostType":2,"repost":{"id":"1101021709","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Market Focus","id":"1054767329","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1783698012,"share":"https://ttm.financial/m/news/1101021709?lang=en_US&edition=fundamental","pubTime":"2026-07-10 23:40","market":"hk","language":"en","title":"Movement Alert｜NVIDIA Intraday Rise 3.03%, Wedbush Sees Vera CPU as Next Growth Engine While Wall Street Defends Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1101021709","media":"Market Focus","summary":"On July 10, NVIDIA rose 3.03% in regular trading, trading at $209.265/share, with turnover of $12.262 billion. The stock's market capitalization reclaimed the $5 trillion mark during the session.On...","content":"<p><p>On July 10, NVIDIA rose 3.03% in regular trading, trading at $209.265/share, with turnover of $12.262 billion. The stock's market capitalization reclaimed the $5 trillion mark during the session.</p><p>On the news front, Wedbush Securities issued a report highlighting NVIDIA's upcoming Vera data center CPU as a significant new growth catalyst. The firm stated Vera's high core count delivers performance superior to traditional x86 server chips dominated by Intel and AMD, substantially expanding NVIDIA's total addressable market. Wedbush noted Vera represents a key step in NVIDIA's hardware expansion, forming a complete product matrix spanning compute, networking, and general-purpose CPUs that reinforces the company's long-term growth thesis.</p><p>Separately, Bank of America argued the market is mispricing NVIDIA, with its forward PE at a seven-year low of 18x — below the S&P 500's 20x — implying an unreasonable 30-35% discount to future EPS. TD Cowen also reiterated that NVIDIA's technology stack applications far exceed current market recognition. Additionally, Samsung Electronics chairman Lee Jae-yong is planning to meet CEO Jensen Huang later this month to discuss deeper AI collaboration.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Movement Alert｜NVIDIA Intraday Rise 3.03%, Wedbush Sees Vera CPU as Next Growth Engine While Wall Street Defends Valuation</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\">\nMovement Alert｜NVIDIA Intraday Rise 3.03%, Wedbush Sees Vera CPU as Next Growth Engine While Wall Street Defends Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054767329\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Focus </p>\n<p class=\"h-time\">2026-07-10 23:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>On July 10, NVIDIA rose 3.03% in regular trading, trading at $209.265/share, with turnover of $12.262 billion. The stock's market capitalization reclaimed the $5 trillion mark during the session.</p><p>On the news front, Wedbush Securities issued a report highlighting NVIDIA's upcoming Vera data center CPU as a significant new growth catalyst. The firm stated Vera's high core count delivers performance superior to traditional x86 server chips dominated by Intel and AMD, substantially expanding NVIDIA's total addressable market. Wedbush noted Vera represents a key step in NVIDIA's hardware expansion, forming a complete product matrix spanning compute, networking, and general-purpose CPUs that reinforces the company's long-term growth thesis.</p><p>Separately, Bank of America argued the market is mispricing NVIDIA, with its forward PE at a seven-year low of 18x — below the S&P 500's 20x — implying an unreasonable 30-35% discount to future EPS. TD Cowen also reiterated that NVIDIA's technology stack applications far exceed current market recognition. Additionally, Samsung Electronics chairman Lee Jae-yong is planning to meet CEO Jensen Huang later this month to discuss deeper AI collaboration.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></p>\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":"1101021709","content_text":"On July 10, NVIDIA rose 3.03% in regular trading, trading at $209.265/share, with turnover of $12.262 billion. The stock's market capitalization reclaimed the $5 trillion mark during the session.On the news front, Wedbush Securities issued a report highlighting NVIDIA's upcoming Vera data center CPU as a significant new growth catalyst. The firm stated Vera's high core count delivers performance superior to traditional x86 server chips dominated by Intel and AMD, substantially expanding NVIDIA's total addressable market. Wedbush noted Vera represents a key step in NVIDIA's hardware expansion, forming a complete product matrix spanning compute, networking, and general-purpose CPUs that reinforces the company's long-term growth thesis.Separately, Bank of America argued the market is mispricing NVIDIA, with its forward PE at a seven-year low of 18x — below the S&P 500's 20x — implying an unreasonable 30-35% discount to future EPS. TD Cowen also reiterated that NVIDIA's technology stack applications far exceed current market recognition. Additionally, Samsung Electronics chairman Lee Jae-yong is planning to meet CEO Jensen Huang later this month to discuss deeper AI collaboration.(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584374618957080,"gmtCreate":1783699693010,"gmtModify":1783699696240,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKHYV\">$SKHYV(SKHYV)$</a> <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> trading at a huge discount! Buy buy buy while you can","listText":"<a href=\"https://ttm.financial/S/SKHYV\">$SKHYV(SKHYV)$</a> <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> trading at a huge discount! Buy buy buy while you can","text":"$SKHYV(SKHYV)$ $SK hynix(SKHY)$ trading at a huge discount! Buy buy buy while you can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/584374618957080","repostId":"1179535676","repostType":2,"repost":{"id":"1179535676","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1783674410,"share":"https://ttm.financial/m/news/1179535676?lang=en_US&edition=fundamental","pubTime":"2026-07-10 17:06","market":"sh","language":"en","title":"SK hynix's $26.5 Billion Nasdaq Debut: A Test for Overcoming the 'Korea Discount'","url":"https://stock-news.laohu8.com/highlight/detail?id=1179535676","media":"Stock News","summary":"The South Korean chip giant SK hynix is set to begin trading on the Nasdaq on Friday, in a listing that will test whether the stock can overcome the persistent \"Korea Discount\" phenomenon.This term...","content":"<p>The South Korean chip giant <b>SK hynix</b> is set to begin trading on the Nasdaq on Friday, in a listing that will test whether the stock can overcome the persistent \"Korea Discount\" phenomenon.<br><br>This term refers to the general undervaluation of South Korean companies compared to their global peers, often attributed to perceived corporate governance shortcomings and a lack of transparency within the country's chaebol (conglomerate) structures. By issuing American Depositary Receipts (ADRs), <b>SK hynix</b> is gaining direct access to the world's largest capital market, a move industry experts believe could help narrow this valuation gap.<br><br>According to LSEG data, despite <b>SK hynix</b>'s leading position in the fast-growing High Bandwidth Memory (HBM) market, its 12-month forward price-to-earnings ratio stands at just 4.8. This compares to an industry average of 29.84 and a P/E of 6.6 for its U.S. rival, <b>Micron Technology Inc (MU.US)</b>. Rolf Bulk, head of semiconductors and infrastructure at Futurum Group, noted: \"The ADR listing could help close the valuation gap, but we don't think the Korea Discount will disappear completely.\"<br><br>Zavier Wong, a market analyst at multi-asset trading platform eToro, explained that the valuation disparity between <b>SK hynix</b> and <b>Micron</b> stems from issues related to investment access and familiarity. For years, U.S. institutional capital has had limited avenues to invest in <b>SK hynix</b>, leading to a persistently lower valuation even as the company holds a stronger position in AI memory. He stated, \"A rising share price for Hynix does not equal a narrowing discount. Even if its stock rises, the valuation gap with Micron remains unchanged.\"<br><br>LSEG data shows <b>Micron</b>'s shares have soared nearly 250% this year, while <b>SK hynix</b> has gained 240%. Peter Kim, a global investment strategist at KB Financial Group, highlighted that Korean stocks have historically faced barriers for foreign buyers, and this listing could significantly improve access for overseas investors.<br><br>\"Broader trading access will make it easier for global investors to buy and sell Hynix shares, which currently trade at a discount relative to the KOSPI index, Micron, and Samsung,\" Kim said. \"Listing on the Nasdaq requires meeting certain standards, which can alleviate some concerns for U.S. investors and help reduce the discount.\"<br><br>Nasdaq listing rules impose strict financial and liquidity requirements, including minimum market capitalization, public float, shareholder numbers, and share price. Listed companies must also adhere to a comprehensive set of corporate governance standards covering audit committees, board independence, and shareholder voting rights.<br><br>\n<b>Key Benefits Beyond the $26.5 Billion Capital Raise</b><br><br>\n<b>SK hynix</b> priced its ADR offering at $149 per share, raising approximately $26.5 billion, which is poised to set a new record for a U.S. listing by a foreign company. Reports indicate the offering of 177.9 million ADRs was oversubscribed by more than seven times, with institutions including Baillie Gifford expressing interest in purchasing up to $7 billion worth.<br><br>Notably, the listing comes during a period of significant volatility in the global chip sector. Despite recent share price swings, <b>SK hynix</b> set its ADR price at a roughly 3.1% premium to its closing share price in South Korea on Thursday. Each ADR represents one-tenth of an ordinary share.<br><br>Analysts believe the long-term value of opening up access to U.S. investors may far exceed the capital raised in this offering itself. Ji Cheong, associate director at S&P Global Ratings, noted the company's annual capital expenditure is projected to reach 50 to 70 trillion won over the next two years, with the IPO proceeds covering only a portion. He added, \"The company is expected to generate over 200 trillion won in operating cash flow annually in the coming years.\"<br><br>eToro's Wong believes the listing will strengthen <b>SK hynix</b>'s financing capacity for expansion and pave the way for more capital market activities in the U.S., including share buybacks, enhanced investor engagement, and broader market development.<br><br>\n<b>HBM Leadership and the Enduring Capacity Challenge</b><br><br>\nAs <b>SK hynix</b> launches its ADRs, the market is also assessing the company's ability to maintain its lead in the high-growth HBM market, which is crucial for AI accelerators. Philip Wool, chief portfolio manager at Rayliant, suggested <b>SK hynix</b> faces a \"problem of success,\" as robust demand for HBM far outpaces its ability to supply the market.<br><br>This supply gap has created opportunities for competitors like <b>Samsung Electronics</b> and <b>Micron</b>, which are accelerating the development of rival products and signing supply agreements with major cloud providers to help diversify their AI chip supply chains.<br><br>Futurum Group's Bulk predicts <b>SK hynix</b> will remain the world's largest HBM supplier, but its market share could drop from about 57% last year to roughly 50% this year. As <b>Samsung</b> gains share and <b>Micron</b> solidifies its position as the third-largest player, <b>SK hynix</b>'s share could gradually decline to just over 40%.<br><br>The industry's core challenge, however, is not market share but production capacity. Bulk stated, \"The market debate isn't about who has the share, but who can provide enough capacity to meet demand.\" He added that even with announced fab expansion plans, capacity is still insufficient to meet projected demand through the end of 2030.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SK hynix's $26.5 Billion Nasdaq Debut: A Test for Overcoming the 'Korea Discount'</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\">\nSK hynix's $26.5 Billion Nasdaq Debut: A Test for Overcoming the 'Korea Discount'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-07-10 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The South Korean chip giant <b>SK hynix</b> is set to begin trading on the Nasdaq on Friday, in a listing that will test whether the stock can overcome the persistent \"Korea Discount\" phenomenon.<br><br>This term refers to the general undervaluation of South Korean companies compared to their global peers, often attributed to perceived corporate governance shortcomings and a lack of transparency within the country's chaebol (conglomerate) structures. By issuing American Depositary Receipts (ADRs), <b>SK hynix</b> is gaining direct access to the world's largest capital market, a move industry experts believe could help narrow this valuation gap.<br><br>According to LSEG data, despite <b>SK hynix</b>'s leading position in the fast-growing High Bandwidth Memory (HBM) market, its 12-month forward price-to-earnings ratio stands at just 4.8. This compares to an industry average of 29.84 and a P/E of 6.6 for its U.S. rival, <b>Micron Technology Inc (MU.US)</b>. Rolf Bulk, head of semiconductors and infrastructure at Futurum Group, noted: \"The ADR listing could help close the valuation gap, but we don't think the Korea Discount will disappear completely.\"<br><br>Zavier Wong, a market analyst at multi-asset trading platform eToro, explained that the valuation disparity between <b>SK hynix</b> and <b>Micron</b> stems from issues related to investment access and familiarity. For years, U.S. institutional capital has had limited avenues to invest in <b>SK hynix</b>, leading to a persistently lower valuation even as the company holds a stronger position in AI memory. He stated, \"A rising share price for Hynix does not equal a narrowing discount. Even if its stock rises, the valuation gap with Micron remains unchanged.\"<br><br>LSEG data shows <b>Micron</b>'s shares have soared nearly 250% this year, while <b>SK hynix</b> has gained 240%. Peter Kim, a global investment strategist at KB Financial Group, highlighted that Korean stocks have historically faced barriers for foreign buyers, and this listing could significantly improve access for overseas investors.<br><br>\"Broader trading access will make it easier for global investors to buy and sell Hynix shares, which currently trade at a discount relative to the KOSPI index, Micron, and Samsung,\" Kim said. \"Listing on the Nasdaq requires meeting certain standards, which can alleviate some concerns for U.S. investors and help reduce the discount.\"<br><br>Nasdaq listing rules impose strict financial and liquidity requirements, including minimum market capitalization, public float, shareholder numbers, and share price. Listed companies must also adhere to a comprehensive set of corporate governance standards covering audit committees, board independence, and shareholder voting rights.<br><br>\n<b>Key Benefits Beyond the $26.5 Billion Capital Raise</b><br><br>\n<b>SK hynix</b> priced its ADR offering at $149 per share, raising approximately $26.5 billion, which is poised to set a new record for a U.S. listing by a foreign company. Reports indicate the offering of 177.9 million ADRs was oversubscribed by more than seven times, with institutions including Baillie Gifford expressing interest in purchasing up to $7 billion worth.<br><br>Notably, the listing comes during a period of significant volatility in the global chip sector. Despite recent share price swings, <b>SK hynix</b> set its ADR price at a roughly 3.1% premium to its closing share price in South Korea on Thursday. Each ADR represents one-tenth of an ordinary share.<br><br>Analysts believe the long-term value of opening up access to U.S. investors may far exceed the capital raised in this offering itself. Ji Cheong, associate director at S&P Global Ratings, noted the company's annual capital expenditure is projected to reach 50 to 70 trillion won over the next two years, with the IPO proceeds covering only a portion. He added, \"The company is expected to generate over 200 trillion won in operating cash flow annually in the coming years.\"<br><br>eToro's Wong believes the listing will strengthen <b>SK hynix</b>'s financing capacity for expansion and pave the way for more capital market activities in the U.S., including share buybacks, enhanced investor engagement, and broader market development.<br><br>\n<b>HBM Leadership and the Enduring Capacity Challenge</b><br><br>\nAs <b>SK hynix</b> launches its ADRs, the market is also assessing the company's ability to maintain its lead in the high-growth HBM market, which is crucial for AI accelerators. Philip Wool, chief portfolio manager at Rayliant, suggested <b>SK hynix</b> faces a \"problem of success,\" as robust demand for HBM far outpaces its ability to supply the market.<br><br>This supply gap has created opportunities for competitors like <b>Samsung Electronics</b> and <b>Micron</b>, which are accelerating the development of rival products and signing supply agreements with major cloud providers to help diversify their AI chip supply chains.<br><br>Futurum Group's Bulk predicts <b>SK hynix</b> will remain the world's largest HBM supplier, but its market share could drop from about 57% last year to roughly 50% this year. As <b>Samsung</b> gains share and <b>Micron</b> solidifies its position as the third-largest player, <b>SK hynix</b>'s share could gradually decline to just over 40%.<br><br>The industry's core challenge, however, is not market share but production capacity. Bulk stated, \"The market debate isn't about who has the share, but who can provide enough capacity to meet demand.\" He added that even with announced fab expansion plans, capacity is still insufficient to meet projected demand through the end of 2030.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159632":"纳斯达克","SKHYV":"SK海力士-WI","FTEC":"Fidelity MSCI Information Techno","07261":"华夏两倍做多纳斯达克100","TQQQ":"纳指三倍做多ETF","QQQY":"Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF","IYW":"美国科技ETF-iShares","EEMO":"Invesco S&P Emerging Markets Momentum ETF","NDX":"纳斯达克100指数","SQQQ":"纳指三倍做空ETF","TQQY":"GraniteShares YieldBOOST QQQ ETF","NOCT":"Innovator Growth-100 Power Buffer ETF - October","QYLG":"Nasdaq 100 Covered Call & Growth ETF","SKHY":"SK海力士","NAPR":"Innovator Growth-100 Power Buffer ETF - April","QMAR":"FT Vest Nasdaq-100 Buffer ETF - March","09086":"华夏纳指-U","QQQJ":"Invesco NASDAQ Next Gen 100 ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","QDEC":"FT Vest Nasdaq-100 Buffer ETF - December","BK4007":"制药","LCLG":"Logan Capital Broad Innovative Growth ETF","QQQM":"NASDAQ100指数ETF-Invesco","07568":"FI二南方纳指","02834":"安硕纳指一百","RAM":"2倍做多DRAM ETF-T-REX","FIVY":"YIELDMAX DORSEY WRIGHT HYBRID 5 INCOME ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","JEPQ":"JPMorgan Nasdaq Equity Premium Income ETF","EDZ":"新兴市场ETF-Direxion三倍做空","09834":"安硕纳指一百—U","GPIQ":"GOLDMAN SACHS NASDAQ 100 CORE PREMIUM INCOME ETF","GROZ":"ZACKS FOCUS GROWTH ETF","03086":"华夏纳指","07522":"FI二华夏纳一百","NVIW.SI":"NVDA 3xLongSG261006","TECS":"Direxion Daily Technology Bear 3X Shares","NJAN":"Innovator Growth-100 Power Buffer ETF - January","QQQ":"纳指100ETF","ARTL":"Artelo Biosciences, Inc.","ONEQ":"Fidelity NASDAQ Composite Index ETF","BK1147":"投资银行业与经纪业","IWLG":"NYLI Winslow Large Cap Growth ETF","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","QDTE":"Roundhill N-100 0DTE Covered Call Strategy ETF",".IXIC":"NASDAQ Composite","NJUL":"Innovator Growth-100 Power Buffer ETF - July","03455":"景顺QQQ","07266":"南方两倍做多纳指","DRAL":"2倍做多DRAM ETF-Defiance","03034":"南方纳指一百","QQQE":"Direxion NASDAQ-100 Equal Weighted Index Shares","QQQX":"Nuveen NASDAQ 100 Dynamic Overwrite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179535676","content_text":"The South Korean chip giant SK hynix is set to begin trading on the Nasdaq on Friday, in a listing that will test whether the stock can overcome the persistent \"Korea Discount\" phenomenon.This term refers to the general undervaluation of South Korean companies compared to their global peers, often attributed to perceived corporate governance shortcomings and a lack of transparency within the country's chaebol (conglomerate) structures. By issuing American Depositary Receipts (ADRs), SK hynix is gaining direct access to the world's largest capital market, a move industry experts believe could help narrow this valuation gap.According to LSEG data, despite SK hynix's leading position in the fast-growing High Bandwidth Memory (HBM) market, its 12-month forward price-to-earnings ratio stands at just 4.8. This compares to an industry average of 29.84 and a P/E of 6.6 for its U.S. rival, Micron Technology Inc (MU.US). Rolf Bulk, head of semiconductors and infrastructure at Futurum Group, noted: \"The ADR listing could help close the valuation gap, but we don't think the Korea Discount will disappear completely.\"Zavier Wong, a market analyst at multi-asset trading platform eToro, explained that the valuation disparity between SK hynix and Micron stems from issues related to investment access and familiarity. For years, U.S. institutional capital has had limited avenues to invest in SK hynix, leading to a persistently lower valuation even as the company holds a stronger position in AI memory. He stated, \"A rising share price for Hynix does not equal a narrowing discount. Even if its stock rises, the valuation gap with Micron remains unchanged.\"LSEG data shows Micron's shares have soared nearly 250% this year, while SK hynix has gained 240%. Peter Kim, a global investment strategist at KB Financial Group, highlighted that Korean stocks have historically faced barriers for foreign buyers, and this listing could significantly improve access for overseas investors.\"Broader trading access will make it easier for global investors to buy and sell Hynix shares, which currently trade at a discount relative to the KOSPI index, Micron, and Samsung,\" Kim said. \"Listing on the Nasdaq requires meeting certain standards, which can alleviate some concerns for U.S. investors and help reduce the discount.\"Nasdaq listing rules impose strict financial and liquidity requirements, including minimum market capitalization, public float, shareholder numbers, and share price. Listed companies must also adhere to a comprehensive set of corporate governance standards covering audit committees, board independence, and shareholder voting rights.\nKey Benefits Beyond the $26.5 Billion Capital Raise\nSK hynix priced its ADR offering at $149 per share, raising approximately $26.5 billion, which is poised to set a new record for a U.S. listing by a foreign company. Reports indicate the offering of 177.9 million ADRs was oversubscribed by more than seven times, with institutions including Baillie Gifford expressing interest in purchasing up to $7 billion worth.Notably, the listing comes during a period of significant volatility in the global chip sector. Despite recent share price swings, SK hynix set its ADR price at a roughly 3.1% premium to its closing share price in South Korea on Thursday. Each ADR represents one-tenth of an ordinary share.Analysts believe the long-term value of opening up access to U.S. investors may far exceed the capital raised in this offering itself. Ji Cheong, associate director at S&P Global Ratings, noted the company's annual capital expenditure is projected to reach 50 to 70 trillion won over the next two years, with the IPO proceeds covering only a portion. He added, \"The company is expected to generate over 200 trillion won in operating cash flow annually in the coming years.\"eToro's Wong believes the listing will strengthen SK hynix's financing capacity for expansion and pave the way for more capital market activities in the U.S., including share buybacks, enhanced investor engagement, and broader market development.\nHBM Leadership and the Enduring Capacity Challenge\nAs SK hynix launches its ADRs, the market is also assessing the company's ability to maintain its lead in the high-growth HBM market, which is crucial for AI accelerators. Philip Wool, chief portfolio manager at Rayliant, suggested SK hynix faces a \"problem of success,\" as robust demand for HBM far outpaces its ability to supply the market.This supply gap has created opportunities for competitors like Samsung Electronics and Micron, which are accelerating the development of rival products and signing supply agreements with major cloud providers to help diversify their AI chip supply chains.Futurum Group's Bulk predicts SK hynix will remain the world's largest HBM supplier, but its market share could drop from about 57% last year to roughly 50% this year. As Samsung gains share and Micron solidifies its position as the third-largest player, SK hynix's share could gradually decline to just over 40%.The industry's core challenge, however, is not market share but production capacity. Bulk stated, \"The market debate isn't about who has the share, but who can provide enough capacity to meet demand.\" He added that even with announced fab expansion plans, capacity is still insufficient to meet projected demand through the end of 2030.","news_type":1,"symbols_score_info":{"159632":1,"SKHY":1,"NVIW.SI":1,"QQQX":1,"IYW":1,"PSQ":1,"TECS":1,"LCLG":1,"QQQE":1,"QID":1,"MNQmain":1,"EEMO":1,"IWLG":1,"QLD":1,"SKHYV":1,".IXIC":1,"TQQY":1,"RAM":1,"QQQM":1,"FIVY":1,"DRAL":1,"ARTL":1,"QDEC":1,"07568":1,"NJUL":1,"03034":1,"03086":1,"QDTE":1,"EDZ":1,"NJAN":1,"QYLG":1,"FTEC":1,"09086":1,"QQQ":1,"JEPQ":1,"09834":1,"GPIQ":1,"TQQQ":1,"07522":1,"NQmain":1,"NOCT":1,"NDX":1,"07261":1,"NAPR":1,"ONEQ":1,"02834":1,"GROZ":1,"QQQA":1,"QMAR":1,"SQQQ":1,"03455":1,"QQQJ":1,"QQQY":1,"07266":1}},"isVote":1,"tweetType":1,"viewCount":1983,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4150475710593262","authorId":"4150475710593262","name":"Gold9292","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4150475710593262","idStr":"4150475710593262"},"content":"crazy... its bear seller market when launch. going to be below $110 for sure next few years","text":"crazy... its bear seller market when launch. going to be below $110 for sure next few years","html":"crazy... its bear seller market when launch. going to be below $110 for sure next few years"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584367339525600,"gmtCreate":1783697936406,"gmtModify":1783697939042,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKHYV\">$hynix-WI(SKHYV)$</a>&nbsp;<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SKHYV\">$hynix-WI(SKHYV)$</a>&nbsp;<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$hynix-WI(SKHYV)$ $SK hynix(SKHY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584367339525600","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584345774256536,"gmtCreate":1783692643552,"gmtModify":1783692646569,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> easily 260 before year end","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> easily 260 before year end","text":"$NVIDIA(NVDA)$ easily 260 before year end","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":6,"link":"https://ttm.financial/post/584345774256536","repostId":"1193555412","repostType":4,"repost":{"id":"1193555412","kind":"news","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":1783692302,"share":"https://ttm.financial/m/news/1193555412?lang=en_US&edition=fundamental","pubTime":"2026-07-10 22:05","market":"us","language":"en","title":"Nvidia Climbs Over 2.4% As Market Cap Reclaims $5 Trillion Milestone","url":"https://stock-news.laohu8.com/highlight/detail?id=1193555412","media":"Tiger Newspress","summary":"Nvidia shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.","content":"<html><head></head><body><p style=\"text-align: left;\"><span><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7197a6f647575ddfb49461e5ac00152\" data-align=\"center\" tg-width=\"540\" tg-height=\"669\"/><span></span></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 Climbs Over 2.4% As Market Cap Reclaims $5 Trillion Milestone</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; 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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 Climbs Over 2.4% As Market Cap Reclaims $5 Trillion Milestone\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\">2026-07-10 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><span><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7197a6f647575ddfb49461e5ac00152\" data-align=\"center\" tg-width=\"540\" tg-height=\"669\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDA":"英伟达","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","ANV":"GraniteShares Autocallable NVDA ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDL":"2倍做多NVDA ETF-GraniteShares","07388":"XI二南英伟","NVDQ":"2倍做空NVDA ETF-T-Rex","07788":"南方两倍做多英伟达","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDX":"2倍做多NVDA ETF-T-Rex"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193555412","content_text":"NVIDIA shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.","news_type":1,"symbols_score_info":{"ANV":0.6,"NVII":0.6,"07388":0.6,"NVDD":0.6,"NVDO":0.6,"NVDG":0.6,"NVDB":0.6,"NVDX":0.6,"NVDL":0.6,"NVDY":0.6,"DIPS":0.6,"NVYY":0.6,"NVD":0.6,"NVDQ":0.6,"NVDU":0.6,"07788":0.6,"NVDS":0.6,"NVDW":0.6,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584165036262144,"gmtCreate":1783648521264,"gmtModify":1783648524552,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Y92.SI\">$ThaiBev(Y92.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> stronger profitability, undervalued with 5.2% dividends","listText":"<a href=\"https://ttm.financial/S/Y92.SI\">$ThaiBev(Y92.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> stronger profitability, undervalued with 5.2% dividends","text":"$ThaiBev(Y92.SI)$ stronger profitability, undervalued with 5.2% dividends","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/584165036262144","repostId":"2646848745","repostType":2,"repost":{"id":"2646848745","kind":"highlight","pubTimestamp":1782326047,"share":"https://ttm.financial/m/news/2646848745?lang=en_US&edition=fundamental","pubTime":"2026-06-25 02:34","market":"nz","language":"en","title":"Is Thai Beverage (SGX:Y92) Cheap On Stronger First Half 2026 Profitability?","url":"https://stock-news.laohu8.com/highlight/detail?id=2646848745","media":"Simply Wall St.","summary":"Why Thai Beverage’s Latest Results Caught Investor Attention\nThai Beverage (SGX:Y92) recently reported first half 2026 results that showed higher profitability, supported by its Spirits and Beer segments, even as overall revenue slipped slightly and margins benefited from ongoing efficiency and sustainability efforts.\nFor investors, this mix of stronger earnings metrics alongside softer top line trends raises questions about how durable the current margin profile might be and how much of the...","content":"<div>\n<p>AdvertisementWhy Thai Beverage’s Latest Results Caught Investor Attention Thai Beverage (SGX:Y92) recently reported first half 2026 results that showed higher profitability, supported by its Spirits ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-y92/thai-beverage-shares/news/is-thai-beverage-sgxy92-cheap-on-stronger-first-half-2026-pr\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","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>Is Thai Beverage (SGX:Y92) Cheap On Stronger First Half 2026 Profitability?</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Thai Beverage (SGX:Y92) Cheap On Stronger First Half 2026 Profitability?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-25 02:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-y92/thai-beverage-shares/news/is-thai-beverage-sgxy92-cheap-on-stronger-first-half-2026-pr><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementWhy Thai Beverage’s Latest Results Caught Investor Attention Thai Beverage (SGX:Y92) recently reported first half 2026 results that showed higher profitability, supported by its Spirits ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-y92/thai-beverage-shares/news/is-thai-beverage-sgxy92-cheap-on-stronger-first-half-2026-pr\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/5112000-choice1-main-header/1585186807175","relate_stocks":{"LU0205439572.USD":"富达亚太股息基金","BK6523":"ESG概念","BK6080":"酿酒商与葡萄酒商","LU1119993845.HKD":"FIDELITY ASIA PACIFIC DIVIDEND \"A\" (HKDHDG) INC","Y92.SI":"泰国酿酒","LU0048621477.USD":"富达泰国基金A","LU1235295612.USD":"FIDELITY PACIFIC \"A\" (USDHDG) INC","LU0877626530.USD":"FIDELITY ASIA PACIFIC DIVIDEND \"A\" (USD) INC MONTHLY (G)","LU0049112450.USD":"FIDELITY PACIFIC \"A\" INC","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK6509":"食品和饮料股","LU0348798264.USD":"ALLIANZ THAILAND EQUITY\"A\" (USD) INC","SG9999002950.SGD":"United Asian Growth Opportunities SGD"},"source_url":"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-y92/thai-beverage-shares/news/is-thai-beverage-sgxy92-cheap-on-stronger-first-half-2026-pr","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2646848745","content_text":"AdvertisementWhy Thai Beverage’s Latest Results Caught Investor Attention Thai Beverage (SGX:Y92) recently reported first half 2026 results that showed higher profitability, supported by its Spirits and Beer segments, even as overall revenue slipped slightly and margins benefited from ongoing efficiency and sustainability efforts. For investors, this mix of stronger earnings metrics alongside softer top line trends raises questions about how durable the current margin profile might be and how much of the recent share price performance already reflects these developments. See our latest analysis for Thai Beverage. At a share price of SGD0.445, Thai Beverage has seen a 4.71% 90 day share price return and a 2.06% total shareholder return over the past year, suggesting momentum has picked up slightly after a softer year to date patch. If Thai Beverage’s recent move has you thinking about where else capital could work, this is a good moment to look at 104 top founder-led companies With Thai Beverage trading at SGD0.445 and data pointing to both an intrinsic value gap and a discount to published price targets, the key question is whether this signals a genuine opportunity or whether the market is already pricing in future growth. Most Popular Narrative: 12% Undervalued With Thai Beverage last closing at SGD0.445 against a widely followed fair value of about SGD0.51, the current pricing gap comes down to how credible the growth and margin story looks over the next few years.  The analysts are assuming Thai Beverage's revenue will grow by 4.1% annually over the next 3 years. Analysts assume that profit margins will increase from 8.1% today to 8.4% in 3 years time.  Read the complete narrative. Want to see what powers that higher fair value for Thai Beverage? The narrative leans on steady top line expansion, firmer margins, and a richer future earnings multiple. Curious which specific profit and valuation assumptions sit underneath those targets? The full narrative lays out the numbers in detail. Result: Fair Value of SGD0.51 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Thai Beverage’s story also carries pressure points, including higher raw material and marketing costs in spirits, as well as uncertainty around Thailand’s potential spirits licensing changes that could reshape competition. Find out about the key risks to this Thai Beverage narrative. Next Steps Given Thai Beverage’s mix of risks some investors are wary of and rewards others are optimistic about, this is a good time to look closely at the underlying data yourself and decide how comfortable you feel with the current setup, starting with the 2 key rewards and 2 important warning signs. Looking for more investment ideas beyond Thai Beverage? If Thai Beverage has sharpened your focus on quality and valuation, do not stop here. Use the tools available to widen your opportunity set across the market.  Target resilient balance sheets by reviewing companies in the solid balance sheet and fundamentals stocks screener (415 results). Hunt for potential mispricings by checking stocks highlighted in the 200 high quality undervalued stocks. Prioritise income and stability by scanning companies featured in the 492 dividend fortresses.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Thai Beverage might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","news_type":1,"symbols_score_info":{"Y92.SI":1.5}},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583899370382448,"gmtCreate":1783583796116,"gmtModify":1783583799224,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> share buybacks are always good for share value","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> share buybacks are always good for share value","text":"$Singtel(Z74.SI)$ share buybacks are always good for share value","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583899370382448","repostId":"2649952220","repostType":2,"repost":{"id":"2649952220","kind":"news","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires","id":"1060499803","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1783483401,"share":"https://ttm.financial/m/news/2649952220?lang=en_US&edition=fundamental","pubTime":"2026-07-08 12:03","market":"sg","language":"en","title":"Singtel Buys Back, Cancels Shares Worth Over SG$10 Million","url":"https://stock-news.laohu8.com/highlight/detail?id=2649952220","media":"MT Newswires","summary":"Singtel  bought back and canceled about 2.3 million shares worth SG$10.1 million in the open market on Tuesday, according to a same-day filing with the Singapore Exchange.To date, the telecommunications services provider has bought back around 199.9 million shares from its existing buyback mandate.","content":"<html><body><p> Singtel (SGX:Z74) bought back and canceled about 2.3 million shares worth SG$10.1 million in the open market on Tuesday, according to a same-day filing with the <a href=\"https://laohu8.com/S/S68.SI\">Singapore Exchange</a>.</p><p>To date, the telecommunications services provider has bought back around 199.9 million shares from its existing buyback mandate.</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>Singtel Buys Back, Cancels Shares Worth Over SG$10 Million</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\">\nSingtel Buys Back, Cancels Shares Worth Over SG$10 Million\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1060499803\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires </p>\n<p class=\"h-time\">2026-07-08 12:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Singtel (SGX:Z74) bought back and canceled about 2.3 million shares worth SG$10.1 million in the open market on Tuesday, according to a same-day filing with the <a href=\"https://laohu8.com/S/S68.SI\">Singapore Exchange</a>.</p><p>To date, the telecommunications services provider has bought back around 199.9 million shares from its existing buyback mandate.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0441851309.USD":"JPM ASEAN EQUITY \"A\" ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0648948544.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AM\" (HKD) INC","SGXZ91733576.SGD":"FULLERTON SINGAPORE VALUE-UP \"I\" (SGD) ACC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) 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mandate.","news_type":1,"symbols_score_info":{"Z74.SI":1.98}},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583802124796880,"gmtCreate":1783559921558,"gmtModify":1783559924570,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Buy it before it hits a new all time high!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Buy it before it hits a new all time high!","text":"$NVIDIA(NVDA)$ Buy it before it hits a new all time high!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583802124796880","repostId":"2650130209","repostType":2,"repost":{"id":"2650130209","kind":"highlight","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":1783573200,"share":"https://ttm.financial/m/news/2650130209?lang=en_US&edition=fundamental","pubTime":"2026-07-09 13:00","market":"us","language":"en","title":"Nvidia’s Stock Trades at a Juicy Discount, According to BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=2650130209","media":"Dow Jones","summary":"An analyst recommends investors take advantage of the ‘enhanced’ buying opportunity brought upon by sustained underperformance.","content":"<html><head></head><body><p style=\"text-align: start;\">Investors are being too hard on <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and passing up an “enhanced” buying opportunity for its stock, according to Bank of America.</p><p style=\"text-align: start;\">Despite dominating the market for artificial-intelligence chips, Nvidia saw its stock rise only about 3% in the year through Monday, while the <a href=\"https://laohu8.com/S/SOX\">PHLX Semiconductor Index</a> jumped more than 80% in that time, Bank of America analyst Vivek Arya noted on Tuesday.</p><p>He acknowledged various areas of investor concern, although he thinks the market reaction has been overly harsh.</p><p>The rising cost of memory components has investors worried about Nvidia’s gross margins, Arya said, but he thinks they are exaggerating the cost pressure stemming from high-bandwidth memory, while not giving enough credit to Nvidia for its pricing power, size and $119 billion worth of supply-chain commitments.</p><p style=\"text-align: start;\">Nvidia could more than make up for the increased cost of HBM chips per rack, because the price of its next-generation Rubin platform could be vastly higher than the price of its current Blackwell offering, according to Arya. He expects Nvidia will be able to keep its gross margin in the mid-70% range.</p><p>Investors have also worried about Nvidia’s competitiveness versus custom chip programs, such as the tensor processing units that Google co-designs with <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p style=\"text-align: start;\">But Arya noted that Google’s TPUs have been around for more than a decade, during which time Nvidia’s revenue from its graphics processing units has risen 700 times. Arya said he expects Nvidia will be able to maintain between 65% and 70% share of the market for hyperscaler spending on AI infrastructure in the long term.</p><p style=\"text-align: start;\">Meanwhile, Nvidia is trading at a discount to peers such as <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, “despite similar AI opportunities and memory-cost pressures,” Arya said.</p><p style=\"text-align: start;\">Nvidia’s price-to-earnings ratio on a next-12-months basis is 18.69 — almost half its 10-year average of 36.90, according to Dow Jones Market Data. That multiple is also hovering near an 11-year low.</p><p style=\"text-align: start;\">Arya expects that Nvidia’s earnings report in August will show investors that the company still has “its moats in products, pricing and supply chain,” he said.</p><p style=\"text-align: start;\">Nvidia’s stock closed up 3.7% on Wednesday.</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’s Stock Trades at a Juicy Discount, According to BofA</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Stock Trades at a Juicy Discount, According to BofA\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\">2026-07-09 13:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Investors are being too hard on <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and passing up an “enhanced” buying opportunity for its stock, according to Bank of America.</p><p style=\"text-align: start;\">Despite dominating the market for artificial-intelligence chips, Nvidia saw its stock rise only about 3% in the year through Monday, while the <a href=\"https://laohu8.com/S/SOX\">PHLX Semiconductor Index</a> jumped more than 80% in that time, Bank of America analyst Vivek Arya noted on Tuesday.</p><p>He acknowledged various areas of investor concern, although he thinks the market reaction has been overly harsh.</p><p>The rising cost of memory components has investors worried about Nvidia’s gross margins, Arya said, but he thinks they are exaggerating the cost pressure stemming from high-bandwidth memory, while not giving enough credit to Nvidia for its pricing power, size and $119 billion worth of supply-chain commitments.</p><p style=\"text-align: start;\">Nvidia could more than make up for the increased cost of HBM chips per rack, because the price of its next-generation Rubin platform could be vastly higher than the price of its current Blackwell offering, according to Arya. He expects Nvidia will be able to keep its gross margin in the mid-70% range.</p><p>Investors have also worried about Nvidia’s competitiveness versus custom chip programs, such as the tensor processing units that Google co-designs with <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p style=\"text-align: start;\">But Arya noted that Google’s TPUs have been around for more than a decade, during which time Nvidia’s revenue from its graphics processing units has risen 700 times. Arya said he expects Nvidia will be able to maintain between 65% and 70% share of the market for hyperscaler spending on AI infrastructure in the long term.</p><p style=\"text-align: start;\">Meanwhile, Nvidia is trading at a discount to peers such as <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, “despite similar AI opportunities and memory-cost pressures,” Arya said.</p><p style=\"text-align: start;\">Nvidia’s price-to-earnings ratio on a next-12-months basis is 18.69 — almost half its 10-year average of 36.90, according to Dow Jones Market Data. That multiple is also hovering near an 11-year low.</p><p style=\"text-align: start;\">Arya expects that Nvidia’s earnings report in August will show investors that the company still has “its moats in products, pricing and supply chain,” he said.</p><p style=\"text-align: start;\">Nvidia’s stock closed up 3.7% on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","PTF":"Invesco Dorsey Wright Technology Momentum ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","CGDG":"Capital Group Dividend Growers ETF","ANV":"GraniteShares Autocallable NVDA ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","07788":"南方两倍做多英伟达","NVDB":"ProShares Ultra NVDA ETF","IETC":"iShares U.S. Tech Independence Focused ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","ARTY":"ISHARES FUTURE AI & TECH ETF","NVII":"Rex NVDA Growth & Income ETF","METV":"Roundhill Ball Metaverse ETF","NVDD":"1倍做空NVDA ETF-Direxion","OND":"ProShares On-Demand ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","IXN":"iShares Trust S&P Global Informa","VT":"世界全股市ETF-Vanguard","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","FDTX":"Fidelity Disruptive Technology ETF","CGGO":"Capital Group Global Growth Equity ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","LFGY":"YieldMax Crypto Industry and Tech Portfolio Option Income ETF","ESUM":"EVENTIDE US MARKET ETF","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","NVDA":"英伟达","VERS":"PROSHARES METAVERSE ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","MAGY":"Roundhill Magnificent Seven Covered Call ETF","NVDS":"1.5倍做空NVDA ETF-Tradr","OGIG":"ALPS O'Shares Global Internet Giants ETF","SHOC":"Strive U.S. Semiconductor ETF","SOXQ":"Invesco PHLX Semiconductor ETF","NULC":"Nuveen ESG Large-Cap ETF","NVDU":"2倍做多NVDA ETF-Direxion","USD":"ProShares Ultra Semiconductors","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","CIBR":"First Trust NASDAQ Cybersecurity ETF","NVDW":"NVDA周配息ETF-Roundhill","CLSE":"Convergence Long/Short Equity ETF","TTEQ":"T. Rowe Price Technology ETF","VGT":"信息技术ETF-Vanguard","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","07388":"XI二南英伟","NVDX":"2倍做多NVDA ETF-T-Rex"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2650130209","content_text":"Investors are being too hard on Nvidia and passing up an “enhanced” buying opportunity for its stock, according to Bank of America.Despite dominating the market for artificial-intelligence chips, Nvidia saw its stock rise only about 3% in the year through Monday, while the PHLX Semiconductor Index jumped more than 80% in that time, Bank of America analyst Vivek Arya noted on Tuesday.He acknowledged various areas of investor concern, although he thinks the market reaction has been overly harsh.The rising cost of memory components has investors worried about Nvidia’s gross margins, Arya said, but he thinks they are exaggerating the cost pressure stemming from high-bandwidth memory, while not giving enough credit to Nvidia for its pricing power, size and $119 billion worth of supply-chain commitments.Nvidia could more than make up for the increased cost of HBM chips per rack, because the price of its next-generation Rubin platform could be vastly higher than the price of its current Blackwell offering, according to Arya. He expects Nvidia will be able to keep its gross margin in the mid-70% range.Investors have also worried about Nvidia’s competitiveness versus custom chip programs, such as the tensor processing units that Google co-designs with Broadcom.But Arya noted that Google’s TPUs have been around for more than a decade, during which time Nvidia’s revenue from its graphics processing units has risen 700 times. Arya said he expects Nvidia will be able to maintain between 65% and 70% share of the market for hyperscaler spending on AI infrastructure in the long term.Meanwhile, Nvidia is trading at a discount to peers such as Microsoft and Apple, “despite similar AI opportunities and memory-cost pressures,” Arya said.Nvidia’s price-to-earnings ratio on a next-12-months basis is 18.69 — almost half its 10-year average of 36.90, according to Dow Jones Market Data. That multiple is also hovering near an 11-year low.Arya expects that Nvidia’s earnings report in August will show investors that the company still has “its moats in products, pricing and supply chain,” he said.Nvidia’s stock closed up 3.7% on Wednesday.","news_type":1,"symbols_score_info":{"NVDG":0.6,"CIBR":0.6,"OND":1.5,"NVDW":0.6,"NVDB":0.6,"SOXQ":0.6,"NVYY":0.6,"BULZ":1.5,"VT":0.6,"07788":0.6,"DIPS":0.6,"NVD":0.6,"CGDG":0.6,"WTAI":1.5,"MAGY":1.5,"NVDS":0.6,"CLSE":0.6,"LFGY":0.6,"USD":0.6,"CHAT":0.6,"TTEQ":0.6,"VERS":1.5,"FDTX":0.6,"NVDD":0.6,"METV":0.6,"07388":0.6,"IXN":0.6,"OGIG":0.6,"IETC":0.6,"SHOC":0.6,"CGGO":0.6,"ARTY":0.6,"NULC":0.6,"ANV":0.6,"VGT":0.6,"NVDU":0.6,"NVDX":0.6,"ESUM":0.6,"PTF":1.5,"YMAG":1.5,"NVDQ":0.6,"TYLG":0.6,"NVDO":0.6,"NVDL":0.6,"NVII":0.6,"NVDA":2,"NVDY":0.6}},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583091401762120,"gmtCreate":1783386407943,"gmtModify":1783386411594,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Heavily undervalued compared to its peers and solid and consistent dividend generator","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Heavily undervalued compared to its peers and solid and consistent dividend generator","text":"$Singtel(Z74.SI)$ Heavily undervalued compared to its peers and solid and consistent dividend generator","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/583091401762120","repostId":"2646017872","repostType":2,"repost":{"id":"2646017872","kind":"highlight","pubTimestamp":1782382375,"share":"https://ttm.financial/m/news/2646017872?lang=en_US&edition=fundamental","pubTime":"2026-06-25 18:12","market":"sg","language":"en","title":"Singapore Telecommunications (SGX:Z74) Raised S$1b From A Stake Sale, Is It Still Cheap?","url":"https://stock-news.laohu8.com/highlight/detail?id=2646017872","media":"Simply Wall St.","summary":"Singapore Telecommunications (SGX:Z74) has drawn fresh attention after raising about S$1b from selling a 2.8% stake in Gulf Development, with the cash earmarked for share buybacks, dividends and digital infrastructure projects.\nSee our latest analysis for Singapore Telecommunications.\nThe share price of Singapore Telecommunications has pulled back recently, with a 30 day share price return of 2.86% and a 90 day share price return of a 10.91% decline. However, longer term total shareholder...","content":"<div>\n<p>Singapore Telecommunications (SGX:Z74) has drawn fresh attention after raising about S$1b from selling a 2.8% stake in Gulf Development, with the cash earmarked for share buybacks, dividends and ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/telecom/sgx-z74/singapore-telecommunications-shares/news/singapore-telecommunications-sgxz74-raised-s1b-from-a-stake\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Telecommunications (SGX:Z74) Raised S$1b From A Stake Sale, Is It Still Cheap?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Telecommunications (SGX:Z74) Raised S$1b From A Stake Sale, Is It Still Cheap?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-25 18:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/telecom/sgx-z74/singapore-telecommunications-shares/news/singapore-telecommunications-sgxz74-raised-s1b-from-a-stake><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore Telecommunications (SGX:Z74) has drawn fresh attention after raising about S$1b from selling a 2.8% stake in Gulf Development, with the cash earmarked for share buybacks, dividends and ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/telecom/sgx-z74/singapore-telecommunications-shares/news/singapore-telecommunications-sgxz74-raised-s1b-from-a-stake\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/9022000-choice2-main-header/1585186701264","relate_stocks":{"LU0441851309.USD":"JPM ASEAN EQUITY \"A\" ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0648948544.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AM\" (HKD) INC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - 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ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SGXZ43160589.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","SGXZ24219693.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) INC","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","LU0192582467.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" (USD) INC MF","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU1839390173.USD":"JPM ASEAN EQUITY \"A\" (USD) INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0251143029.SGD":"Fidelity ASEAN A-SGD"},"source_url":"https://simplywall.st/stocks/sg/telecom/sgx-z74/singapore-telecommunications-shares/news/singapore-telecommunications-sgxz74-raised-s1b-from-a-stake","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2646017872","content_text":"Singapore Telecommunications (SGX:Z74) has drawn fresh attention after raising about S$1b from selling a 2.8% stake in Gulf Development, with the cash earmarked for share buybacks, dividends and digital infrastructure projects. See our latest analysis for Singapore Telecommunications. The share price of Singapore Telecommunications has pulled back recently, with a 30 day share price return of 2.86% and a 90 day share price return of a 10.91% decline. However, longer term total shareholder returns of 21.07% over one year and more than double over three and five years point to momentum that has been built up over time as investors respond to its capital recycling moves and focus on digital infrastructure. If Singtel's asset recycling and capital returns have caught your attention, it can be helpful to see what else is reshaping critical networks, including 33 power grid technology and infrastructure stocks With Singapore Telecommunications trading at S$4.41 and metrics suggesting a possible gap to some valuation estimates, the key question is whether the recent pullback leaves upside on the table or if the market is already pricing in future growth. AdvertisementPreferred P/E of 12.9x: Is it justified? For investors looking at Singapore Telecommunications after the recent pullback, the current P/E of 12.9x stands out, especially given how it stacks up against peers and an estimated fair level for the stock. The P/E ratio compares the current share price to earnings per share, which makes it a common way to judge how the market is valuing a company's profits. For a large telecom and digital infrastructure player like Singapore Telecommunications, this multiple helps you see what investors are currently willing to pay for each dollar of earnings, given its mix of mature cash generating operations and newer growth initiatives. On Simply Wall St's checks, Singapore Telecommunications is described as good value on this measure. Its 12.9x P/E sits well below the peer average of 43.6x and also below the estimated fair P/E of 22.1x. That gap suggests the market is valuing its earnings at a discount compared to both similar telecom stocks and where the fair ratio model indicates the valuation could move toward if sentiment and expectations align with those benchmarks. The comparison with the wider Asian telecom industry is also clear, as Singapore Telecommunications trades on a lower P/E than the 14.9x industry average. This reinforces the sense that its earnings are being priced more conservatively than many regional competitors. Explore the SWS fair ratio for Singapore Telecommunications Result: Price-to-earnings of 12.9x (UNDERVALUED) However, Singapore Telecommunications still faces risks if revenue or net income growth stalls further, or if capital recycling and digital projects fail to deliver expected efficiencies. Find out about the key risks to this Singapore Telecommunications narrative. Another view on Singapore Telecommunications valuation While the 12.9x P/E suggests Singapore Telecommunications is on the cheap side, the SWS DCF model paints an even stronger picture. With the share price at S$4.41 versus an estimated future cash flow value of S$10.32, the model points to a wide gap that could also mean higher risk if assumptions prove too optimistic. Which signal do you pay more attention to? Look into how the SWS DCF model arrives at its fair value. Z74 Discounted Cash Flow as at Jun 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Singapore Telecommunications for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 191 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps Curious whether the mixed signals around Singapore Telecommunications point to caution or opportunity? Move quickly to review both sides of the story by starting with the 4 key rewards and 3 important warning signs Looking for more investment ideas beyond Singapore Telecommunications? Do not stop with Singapore Telecommunications; broaden your watchlist with other opportunities surfaced by Simply Wall St screeners that filter for quality, resilience and potential income.  Target potential mispricings by scanning 191 high quality undervalued stocks that combine solid fundamentals with valuations that may appeal if you are price conscious. Strengthen your focus on balance sheet resilience by checking the solid balance sheet and fundamentals stocks screener (415 results) before committing fresh capital. Prioritise steady income streams by reviewing the 491 dividend fortresses that could complement a core holding like Singapore Telecommunications.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","news_type":1,"symbols_score_info":{"Z74.SI":1.98}},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582924686156448,"gmtCreate":1783345812356,"gmtModify":1783345815248,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs is super bullish on Nvidia! Another sign the sale is going to end soon so get in while you can!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs is super bullish on Nvidia! Another sign the sale is going to end soon so get in while you can!","text":"$NVIDIA(NVDA)$ Goldman Sachs is super bullish on Nvidia! Another sign the sale is going to end soon so get in while you can!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/582924686156448","repostId":"1104461786","repostType":2,"repost":{"id":"1104461786","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1783344409,"share":"https://ttm.financial/m/news/1104461786?lang=en_US&edition=fundamental","pubTime":"2026-07-06 21:26","market":"us","language":"en","title":"Goldman Sachs Maintains Bullish Stance on NVIDIA, Citing Valuation Appeal","url":"https://stock-news.laohu8.com/highlight/detail?id=1104461786","media":"Deep News","summary":"Goldman Sachs has recently reaffirmed its buy rating for NVIDIA (NVDA), stating that despite the stock's significant rally over the past year, the current share price remains attractive from a...","content":"<html><head></head><body><p>Goldman Sachs has recently reaffirmed its buy rating for <b>NVIDIA</b> (<b>NVDA</b>), stating that despite the stock&#39;s significant rally over the past year, the current share price remains attractive from a valuation perspective. Analysts at the firm noted in a research report that <b>NVIDIA</b>&#39;s leading position in the AI chip market and sustained demand growth are not yet fully priced in by the market, presenting a favorable entry point for investors.<br/><br/>\nGoldman Sachs maintained its price target for <b>NVIDIA</b> at a recently adjusted level, believing the company&#39;s data center business and demand for AI-related products will continue to support its revenue growth. The report emphasized that <b>NVIDIA</b>&#39;s Hopper and Blackwell architecture products are becoming core components of global AI infrastructure, with the company not only maintaining dominance in training chips but also rapidly expanding its market share in inference. Goldman Sachs projects that <b>NVIDIA</b>&#39;s data center business revenue will exceed $120 billion in 2026, representing approximately 25% year-over-year growth.<br/><br/>\n<b>Assessment of Current Valuation</b><br/><br/>\nRegarding valuation, Goldman Sachs pointed out that <b>NVIDIA</b>&#39;s current price-to-earnings ratio has retreated to the middle-to-lower end of its range over the past three years. Considering its competitive moat and growth prospects in the AI chip sector, this valuation is deemed appealing. Furthermore, despite recent market concerns about the sustainability of AI investments, Goldman Sachs believes AI infrastructure spending is still in its early stages, with enterprise-level AI applications yet to see widespread adoption, indicating ample room for future growth.<br/><br/>\n<b>Market Reaction and Performance</b><br/><br/>\nBolstered by this rating report, <b>NVIDIA</b>&#39;s stock rose about 1.5% in Monday&#39;s pre-market trading. Year-to-date, <b>NVIDIA</b>&#39;s share price has accumulated gains of roughly 45%, with its current market capitalization stabilizing above approximately $3.2 trillion.<br/><br/>\n<b>Potential Risks to Consider</b><br/><br/>\nGoldman Sachs also reminded investors to be aware of potential risks, including intensifying competition in the AI chip market, supply chain uncertainties, and the potential impact of macroeconomic volatility on corporate IT spending. However, the report argues these factors are insufficient to alter <b>NVIDIA</b>&#39;s fundamentally positive long-term trajectory.<br/><br/>\n<b>Upcoming Financial Milestone</b><br/><br/>\n<b>NVIDIA</b> plans to release its second-quarter earnings report in late August. The market will closely monitor the growth momentum of its data center business, the shipment progress of its Blackwell series products, and management&#39;s latest insights into the demand outlook for the coming quarters. As the AI wave continues to drive the industry, <b>NVIDIA</b>&#39;s status as a primary beneficiary remains a consensus view on Wall Street.</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>Goldman Sachs Maintains Bullish Stance on NVIDIA, Citing Valuation Appeal</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\">\nGoldman Sachs Maintains Bullish Stance on NVIDIA, Citing Valuation Appeal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-07-06 21:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Goldman Sachs has recently reaffirmed its buy rating for <b>NVIDIA</b> (<b>NVDA</b>), stating that despite the stock&#39;s significant rally over the past year, the current share price remains attractive from a valuation perspective. Analysts at the firm noted in a research report that <b>NVIDIA</b>&#39;s leading position in the AI chip market and sustained demand growth are not yet fully priced in by the market, presenting a favorable entry point for investors.<br/><br/>\nGoldman Sachs maintained its price target for <b>NVIDIA</b> at a recently adjusted level, believing the company&#39;s data center business and demand for AI-related products will continue to support its revenue growth. The report emphasized that <b>NVIDIA</b>&#39;s Hopper and Blackwell architecture products are becoming core components of global AI infrastructure, with the company not only maintaining dominance in training chips but also rapidly expanding its market share in inference. Goldman Sachs projects that <b>NVIDIA</b>&#39;s data center business revenue will exceed $120 billion in 2026, representing approximately 25% year-over-year growth.<br/><br/>\n<b>Assessment of Current Valuation</b><br/><br/>\nRegarding valuation, Goldman Sachs pointed out that <b>NVIDIA</b>&#39;s current price-to-earnings ratio has retreated to the middle-to-lower end of its range over the past three years. Considering its competitive moat and growth prospects in the AI chip sector, this valuation is deemed appealing. Furthermore, despite recent market concerns about the sustainability of AI investments, Goldman Sachs believes AI infrastructure spending is still in its early stages, with enterprise-level AI applications yet to see widespread adoption, indicating ample room for future growth.<br/><br/>\n<b>Market Reaction and Performance</b><br/><br/>\nBolstered by this rating report, <b>NVIDIA</b>&#39;s stock rose about 1.5% in Monday&#39;s pre-market trading. Year-to-date, <b>NVIDIA</b>&#39;s share price has accumulated gains of roughly 45%, with its current market capitalization stabilizing above approximately $3.2 trillion.<br/><br/>\n<b>Potential Risks to Consider</b><br/><br/>\nGoldman Sachs also reminded investors to be aware of potential risks, including intensifying competition in the AI chip market, supply chain uncertainties, and the potential impact of macroeconomic volatility on corporate IT spending. However, the report argues these factors are insufficient to alter <b>NVIDIA</b>&#39;s fundamentally positive long-term trajectory.<br/><br/>\n<b>Upcoming Financial Milestone</b><br/><br/>\n<b>NVIDIA</b> plans to release its second-quarter earnings report in late August. The market will closely monitor the growth momentum of its data center business, the shipment progress of its Blackwell series products, and management&#39;s latest insights into the demand outlook for the coming quarters. As the AI wave continues to drive the industry, <b>NVIDIA</b>&#39;s status as a primary beneficiary remains a consensus view on Wall Street.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4587":"ChatGPT概念","SG9999002232.USD":"Allianz Global High Payout USD","LU1645745479.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (HKDHDG) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","VT":"世界全股市ETF-Vanguard","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","BK4588":"碎股","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","NVDA":"英伟达","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","SOXQ":"Invesco PHLX Semiconductor ETF","07388":"XI二南英伟","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","TTEQ":"T. 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Analysts at the firm noted in a research report that NVIDIA's leading position in the AI chip market and sustained demand growth are not yet fully priced in by the market, presenting a favorable entry point for investors.\nGoldman Sachs maintained its price target for NVIDIA at a recently adjusted level, believing the company's data center business and demand for AI-related products will continue to support its revenue growth. The report emphasized that NVIDIA's Hopper and Blackwell architecture products are becoming core components of global AI infrastructure, with the company not only maintaining dominance in training chips but also rapidly expanding its market share in inference. Goldman Sachs projects that NVIDIA's data center business revenue will exceed $120 billion in 2026, representing approximately 25% year-over-year growth.\nAssessment of Current Valuation\nRegarding valuation, Goldman Sachs pointed out that NVIDIA's current price-to-earnings ratio has retreated to the middle-to-lower end of its range over the past three years. Considering its competitive moat and growth prospects in the AI chip sector, this valuation is deemed appealing. Furthermore, despite recent market concerns about the sustainability of AI investments, Goldman Sachs believes AI infrastructure spending is still in its early stages, with enterprise-level AI applications yet to see widespread adoption, indicating ample room for future growth.\nMarket Reaction and Performance\nBolstered by this rating report, NVIDIA's stock rose about 1.5% in Monday's pre-market trading. Year-to-date, NVIDIA's share price has accumulated gains of roughly 45%, with its current market capitalization stabilizing above approximately $3.2 trillion.\nPotential Risks to Consider\nGoldman Sachs also reminded investors to be aware of potential risks, including intensifying competition in the AI chip market, supply chain uncertainties, and the potential impact of macroeconomic volatility on corporate IT spending. However, the report argues these factors are insufficient to alter NVIDIA's fundamentally positive long-term trajectory.\nUpcoming Financial Milestone\nNVIDIA plans to release its second-quarter earnings report in late August. The market will closely monitor the growth momentum of its data center business, the shipment progress of its Blackwell series products, and management's latest insights into the demand outlook for the coming quarters. As the AI wave continues to drive the industry, NVIDIA's status as a primary beneficiary remains a consensus view on Wall Street.","news_type":1,"symbols_score_info":{"USD":1,"ANV":0.6,"FAI":1,"SOXY":1,"IXN":1,"NVD":0.6,"VT":1,"LFGY":1,"SOXX":1,"IETC":1,"ARTY":1,"AIFD":1,"FDTX":1,"WISE":1,"07788":0.6,"CLSE":1,"AIPI":1,"TEK":1,"CNEQ":1,"ILDR":1,"ESUM":1,"SNPE":1,"NVDX":0.6,"NVDQ":0.6,"TYLG":1,"VGT":1,"EFIV":1,"NVDO":0.6,"NVYY":0.6,"NVDL":0.6,"ABFL":1,"NVII":0.6,"NVDA":2,"JGRO":1,"XLK":1,"NULC":1,"SMH":1,"AGOX":1,"CHAT":1,"NVDY":0.6,"ROM":1,"NVDU":0.6,"SOXQ":1,"USXF":1,"DIPS":0.6,"SMHX":1,"SHOC":1,"FTEC":1,"TRFK":1,"NVDB":0.6,"METV":1,"07388":0.6,"SPTE":1,"NVDG":0.6,"TTEQ":1,"NVDD":0.6,"NVDS":0.6,"NVDW":0.6}},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582923346097200,"gmtCreate":1783345377390,"gmtModify":1783345380783,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> still hanging on to my stocks and looking to add on while I still can! Nvidia is the clear and dominant leader supplying GPUs and full‑stack systems to a multi‑trillion‑dollar AI build‑out, with explosive data‑center revenue growth and a strong hardware‑plus‑software moat (CUDA, ecosystem) that competitors haven’t matched","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> still hanging on to my stocks and looking to add on while I still can! Nvidia is the clear and dominant leader supplying GPUs and full‑stack systems to a multi‑trillion‑dollar AI build‑out, with explosive data‑center revenue growth and a strong hardware‑plus‑software moat (CUDA, ecosystem) that competitors haven’t matched","text":"$NVIDIA(NVDA)$ still hanging on to my stocks and looking to add on while I still can! Nvidia is the clear and dominant leader supplying GPUs and full‑stack systems to a multi‑trillion‑dollar AI build‑out, with explosive data‑center revenue growth and a strong hardware‑plus‑software moat (CUDA, ecosystem) that competitors haven’t matched","images":[{"img":"https://community-static.tradeup.com/news/f4f73c419c2e224d2e3263b341444463","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/582923346097200","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":582921344336944,"gmtCreate":1783344888679,"gmtModify":1783344891791,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> this is good for Singtel's growth prospects","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> this is good for Singtel's growth prospects","text":"$Singtel(Z74.SI)$ this is good for Singtel's growth prospects","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/582921344336944","repostId":"2648063585","repostType":2,"repost":{"id":"2648063585","kind":"news","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires","id":"1060499803","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1782985585,"share":"https://ttm.financial/m/news/2648063585?lang=en_US&edition=fundamental","pubTime":"2026-07-02 17:46","market":"sg","language":"en","title":"Lightstorm, Singtel, Microsoft to Launch India-Southeast Asia Submarine Cable","url":"https://stock-news.laohu8.com/highlight/detail?id=2648063585","media":"MT Newswires","summary":"Lightstorm signed consortium agreements with Singtel  Microsoft and Tata Communications  to build a submarine cable system that will link India's east coast to Singapore and Malaysia.The 3,600-kilometer I-2SEA is expected to be service-ready by the fourth quarter of 2029 and is designed for AI workloads, according to a Thursday statement from the city-state's AI connectivity platform operator.Under the agreement, NEC Corp.  was named system supplier while ASEAN Cableship was the marine installation partner.","content":"<html><body><p> Lightstorm signed consortium agreements with Singtel (SGX:Z74) Microsoft and Tata Communications (NSE:TATACOMM, BOM:500483) to build a submarine cable system that will link India's east coast to Singapore and Malaysia.</p><p>The 3,600-kilometer I-2SEA is expected to be service-ready by the fourth quarter of 2029 and is designed for AI workloads, according to a Thursday statement from the city-state's AI connectivity platform operator.</p><p>Under the agreement, <a href=\"https://laohu8.com/S/NECPY\">NEC Corp.</a> (TYO: 6701) was named system supplier while ASEAN Cableship was the marine installation partner.</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>Lightstorm, Singtel, Microsoft to Launch India-Southeast Asia Submarine Cable</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\">\nLightstorm, Singtel, Microsoft to Launch India-Southeast Asia Submarine Cable\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1060499803\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires </p>\n<p class=\"h-time\">2026-07-02 17:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Lightstorm signed consortium agreements with Singtel (SGX:Z74) Microsoft and Tata Communications (NSE:TATACOMM, BOM:500483) to build a submarine cable system that will link India's east coast to Singapore and Malaysia.</p><p>The 3,600-kilometer I-2SEA is expected to be service-ready by the fourth quarter of 2029 and is designed for AI workloads, according to a Thursday statement from the city-state's AI connectivity platform operator.</p><p>Under the agreement, <a href=\"https://laohu8.com/S/NECPY\">NEC Corp.</a> (TYO: 6701) was named system supplier while ASEAN Cableship was the marine installation partner.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A 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FOCUSED INCOME \"AC\" (USD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU1670756490.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AT\" (USDHDG) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","SG9999001077.SGD":"United International Growth Fund SGD","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2648063585","content_text":"Lightstorm signed consortium agreements with Singtel (SGX:Z74) Microsoft and Tata Communications (NSE:TATACOMM, BOM:500483) to build a submarine cable system that will link India's east coast to Singapore and Malaysia.The 3,600-kilometer I-2SEA is expected to be service-ready by the fourth quarter of 2029 and is designed for AI workloads, according to a Thursday statement from the city-state's AI connectivity platform operator.Under the agreement, NEC Corp. (TYO: 6701) was named system supplier while ASEAN Cableship was the marine installation partner.","news_type":1,"symbols_score_info":{"MSFX":0.6,"MSFT":1.87,"MSFD":0.6,"MSFO":0.6,"MSFL":0.6,"MSFW":0.6,"MSFU":0.6,"MSFY":0.6,"Z74.SI":1.92}},"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582862583628872,"gmtCreate":1783330543190,"gmtModify":1783330546430,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company","text":"$Singtel(Z74.SI)$ one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":9,"link":"https://ttm.financial/post/582862583628872","isVote":1,"tweetType":1,"viewCount":2003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":585716057124952,"gmtCreate":1784027173756,"gmtModify":1784027277210,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"My view of <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> is that deleveraging is nearly over and we should watch the rebound! (Option A) it was expected to happen at some point but now that it has largely unfolded in the first couple of days, it looks primed for a rebound. PE is also ridiculously low - this is a generational buying opportunity!","listText":"My view of <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> is that deleveraging is nearly over and we should watch the rebound! (Option A) it was expected to happen at some point but now that it has largely unfolded in the first couple of days, it looks primed for a rebound. PE is also ridiculously low - this is a generational buying opportunity!","text":"My view of $SK hynix(SKHY)$ is that deleveraging is nearly over and we should watch the rebound! (Option A) it was expected to happen at some point but now that it has largely unfolded in the first couple of days, it looks primed for a rebound. PE is also ridiculously low - this is a generational buying opportunity!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":65,"commentSize":6,"repostSize":486,"link":"https://ttm.financial/post/585716057124952","isVote":1,"tweetType":1,"viewCount":8796,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf3006","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3576140222331577","idStr":"3576140222331577"},"content":"Here it comes. The big rebound. This may lead to a buying stampede today.","text":"Here it comes. The big rebound. This may lead to a buying stampede today.","html":"Here it comes. The big rebound. This may lead to a buying stampede today."},{"author":{"id":"4114498221568562","authorId":"4114498221568562","name":"Ragz","avatar":"https://community-static.tradeup.com/news/b4ff9d535326b2e5c1e196c2eaee90d6","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4114498221568562","idStr":"4114498221568562"},"content":"Looks like the same pattern as SPCX🤔","text":"Looks like the same pattern as SPCX🤔","html":"Looks like the same pattern as SPCX🤔"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":553458828534000,"gmtCreate":1776088771629,"gmtModify":1776088774824,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> Time to buy more MSFT. The most undervalued stock of the Mag 7 and primed for a breakout!","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> Time to buy more MSFT. The most undervalued stock of the Mag 7 and primed for a breakout!","text":"$Microsoft(MSFT)$ Time to buy more MSFT. The most undervalued stock of the Mag 7 and primed for a breakout!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":76,"commentSize":7,"repostSize":409,"link":"https://ttm.financial/post/553458828534000","isVote":1,"tweetType":1,"viewCount":12176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531292069955080,"gmtCreate":1770731696492,"gmtModify":1770731700192,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> I agree with several contributors that&nbsp;this is merely short-term consolidation. 19% increase in wealth management assets, double digit increase in non-interest income, substantially increased dividends for 2026 and 2027, $16b increase in deposits in Q4 etc. Buy the dip and be rewarded!","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> I agree with several contributors that&nbsp;this is merely short-term consolidation. 19% increase in wealth management assets, double digit increase in non-interest income, substantially increased dividends for 2026 and 2027, $16b increase in deposits in Q4 etc. Buy the dip and be rewarded!","text":"$DBS(D05.SI)$ I agree with several contributors that this is merely short-term consolidation. 19% increase in wealth management assets, double digit increase in non-interest income, substantially increased dividends for 2026 and 2027, $16b increase in deposits in Q4 etc. Buy the dip and be rewarded!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":51,"commentSize":5,"repostSize":350,"link":"https://ttm.financial/post/531292069955080","isVote":1,"tweetType":1,"viewCount":11423,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"content":"https://www.businesstimes.com.sg/opinion-features/pricey-dbs-can-still-be-worth-buying","text":"https://www.businesstimes.com.sg/opinion-features/pricey-dbs-can-still-be-worth-buying","html":"https://www.businesstimes.com.sg/opinion-features/pricey-dbs-can-still-be-worth-buying"},{"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"content":"My post still remains valid a month later!","text":"My post still remains valid a month later!","html":"My post still remains valid a month later!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581199679996272,"gmtCreate":1782924656186,"gmtModify":1782924659290,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$&nbsp;</a><v-v data-views=\"1\"></v-v> With the upcoming US listing of SK Hynix next week, this DRAM is going for a discount right now!","listText":"<a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$&nbsp;</a><v-v data-views=\"1\"></v-v> With the upcoming US listing of SK Hynix next week, this DRAM is going for a discount right now!","text":"$Roundhill Memory ETF(DRAM)$ With the upcoming US listing of SK Hynix next week, this DRAM is going for a discount right now!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":19,"link":"https://ttm.financial/post/581199679996272","isVote":1,"tweetType":1,"viewCount":2044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582862583628872,"gmtCreate":1783330543190,"gmtModify":1783330546430,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company","text":"$Singtel(Z74.SI)$ one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":9,"link":"https://ttm.financial/post/582862583628872","isVote":1,"tweetType":1,"viewCount":2003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531164424606712,"gmtCreate":1770700378218,"gmtModify":1770700382140,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Now&nbsp;is the time to buy into a consistent and safe asset at a heavily discounted value that returns you at least 5.5% dividends for the next 2 years (!) and with the prospect of substantial valuation upside!","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Now&nbsp;is the time to buy into a consistent and safe asset at a heavily discounted value that returns you at least 5.5% dividends for the next 2 years (!) and with the prospect of substantial valuation upside!","text":"$DBS(D05.SI)$ Now is the time to buy into a consistent and safe asset at a heavily discounted value that returns you at least 5.5% dividends for the next 2 years (!) and with the prospect of substantial valuation upside!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":2,"repostSize":39,"link":"https://ttm.financial/post/531164424606712","isVote":1,"tweetType":1,"viewCount":4710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578400947478528,"gmtCreate":1782235966885,"gmtModify":1782235970376,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Nvidia can defend its dominant position in AI accelerators through its hardware–software ecosystem, and its current premium valuation remains supported by very strong earnings growth and ongoing hyperscaler AI capex","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Nvidia can defend its dominant position in AI accelerators through its hardware–software ecosystem, and its current premium valuation remains supported by very strong earnings growth and ongoing hyperscaler AI capex","text":"$NVIDIA(NVDA)$ Nvidia can defend its dominant position in AI accelerators through its hardware–software ecosystem, and its current premium valuation remains supported by very strong earnings growth and ongoing hyperscaler AI capex","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/578400947478528","isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511798423867704,"gmtCreate":1765978340041,"gmtModify":1765980573726,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","text":"$NVIDIA(NVDA)$ Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":1,"repostSize":34,"link":"https://ttm.financial/post/511798423867704","isVote":1,"tweetType":1,"viewCount":2331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585715341206424,"gmtCreate":1784027015037,"gmtModify":1784027018163,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> overdue for rebound and I'm cautiously bullish too!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> overdue for rebound and I'm cautiously bullish too!","text":"$NVIDIA(NVDA)$ overdue for rebound and I'm cautiously bullish too!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/585715341206424","repostId":"1136756250","repostType":4,"repost":{"id":"1136756250","kind":"news","weMediaInfo":{"introduction":"Follow us to obtain daily option activities","home_visible":1,"media_name":"Option Movers","id":"1061805220","head_image":"https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg"},"pubTimestamp":1783930286,"share":"https://ttm.financial/m/news/1136756250?lang=en_US&edition=fundamental","pubTime":"2026-07-13 16:11","market":"us","language":"en","title":"Option Movers | Investors Cautiously Bullish on Nvidia, See Capped Upside For Intel","url":"https://stock-news.laohu8.com/highlight/detail?id=1136756250","media":"Option Movers","summary":"Market OverviewOn July 10, Dow Jones up 0.29% at 52,637.01; S&P 500 up 0.42% at 7,575.39; NASDAQ up 0.29% at 26,281.61. A modest, broad-based advance left all three gauges in positive territory, with...","content":"<html><head></head><body><h2 style=\"text-align: left;\">Market Overview</h2><p style=\"text-align: left;\">On July 10, <strong>Dow Jones up 0.29% at 52,637.01; S&amp;P 500 up 0.42% at 7,575.39; NASDAQ up 0.29% at 26,281.61.</strong> A modest, broad-based advance left all three gauges in positive territory, with investors digesting a fresh wave of technology listings and ongoing policy headlines.</p><p style=\"text-align: left;\">On July 10, total option volume = 60,975,366. Average daily option volume = 63,086,207. 39% puts, 61% calls. 794 stocks have option volume that is greater than their 30 day moving average volume.</p><h2 style=\"text-align: left;\">Top 10 Option Volumes</h2><p style=\"text-align: left;\">Top 10: <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>、<a href=\"https://laohu8.com/S/TSLA\">TSLA</a>、<a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>、<a href=\"https://laohu8.com/S/AAPL\">AAPL</a>、<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b42a96cc66683e17fba897cad371383f\" data-align=\"center\" tg-width=\"573\" tg-height=\"999\"/><span></span></p><h2 style=\"text-align: left;\">Nvidia Options: Bullish Sentiment Prevails, But Watch for Range-Bound Volatility</h2><p style=\"text-align: left;\">Nvidia notched a more than 4% gain last Friday, anchored by a prominent bullish options spread worth $16.328 million that stood out as the day’s most representative tilted bullish trade. The trader initiated the structured position by purchasing 10,400 contracts of the 200.0 strike call options expiring on July 10, 2026, while simultaneously selling an equal volume of 205.0 strike call options with the same maturity, establishing the entire position on a net-debit basis.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0466f3d5c64de32ec8a72c313eb721a\" data-align=\"center\" tg-width=\"588\" tg-height=\"195\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5419ad41f6200a075ceddba8120fa30\" data-align=\"center\" tg-width=\"657\" tg-height=\"210\"/><span></span></p><p style=\"text-align: left;\">At the current Nvidia stock price of $210.96, both legs of the spread are now in-the-money (ITM). This pricing dynamic indicates the capital deployed is not targeting leveraged speculative upside in distant maturities, but rather executing a structured bullish allocation within a deep in-the-money range.</p><p style=\"text-align: left;\">In a separate trade, market participants executed a credit spread strategy involving Nvidia’s weekly options maturing on July 17, 2026. The trader sold 9,958 contracts of the 210.0 strike calls and bought the same number of 215.0 strike calls with the identical expiration date, resulting in an overall net-credit position.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff00e795f790ad3888a2596ad6513615\" data-align=\"center\" tg-width=\"654\" tg-height=\"207\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5f1f363f48c8e3308bd079a539a9651e\" data-align=\"center\" tg-width=\"651\" tg-height=\"206\"/><span></span></p><p style=\"text-align: left;\">Based on the prevailing share price of $210.96, the sold 210.0 strike calls sit near in-the-money territory, while the purchased 215.0 strike calls remain out-of-the-money (OTM). This represents a classic capped upside rent-collecting and mildly bearish options strategy. Rather than betting aggressively on a sharp downside correction, the trade signals a market consensus that Nvidia’s upside momentum is set to be constrained, with limited room for a material breakout above current levels ahead of the option expiry.</p><h2 style=\"text-align: left;\">Intel Options Traders Bet on Limited Upside Ahead</h2><p style=\"text-align: left;\">Intel declined 2.4% last Friday. The day’s largest single-leg trade saw $4.03 million worth of call options sold: 125.0 strike calls expiring August 21, 2026, which are currently out-of-the-money (OTM).</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4aaaf5ec22dbc7374e788c52da74fbb8\" data-align=\"center\" tg-width=\"711\" tg-height=\"234\"/><span></span></p><p style=\"text-align: left;\">Selling such longer-dated out-of-the-money calls typically signals a distinctly bearish, or at minimum neutral, market view. The trader appears to be betting Intel has limited upside from here, aiming to generate income via options premium. If the stock fails to break meaningfully above the strike price by expiry, the call seller stands to profit handsomely. Accordingly, this large position reflects expectations of muted longer-term upside momentum for Intel shares.</p><p style=\"text-align: left;\">Please click to join <a target=\"_blank\" class=\"\" href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\">Tiger Options Club</a></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>Option Movers | Investors Cautiously Bullish on Nvidia, See Capped Upside For Intel</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\">\nOption Movers | Investors Cautiously Bullish on Nvidia, See Capped Upside For Intel\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1061805220\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Option Movers </p>\n<p class=\"h-time\">2026-07-13 16:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 style=\"text-align: left;\">Market Overview</h2><p style=\"text-align: left;\">On July 10, <strong>Dow Jones up 0.29% at 52,637.01; S&amp;P 500 up 0.42% at 7,575.39; NASDAQ up 0.29% at 26,281.61.</strong> A modest, broad-based advance left all three gauges in positive territory, with investors digesting a fresh wave of technology listings and ongoing policy headlines.</p><p style=\"text-align: left;\">On July 10, total option volume = 60,975,366. Average daily option volume = 63,086,207. 39% puts, 61% calls. 794 stocks have option volume that is greater than their 30 day moving average volume.</p><h2 style=\"text-align: left;\">Top 10 Option Volumes</h2><p style=\"text-align: left;\">Top 10: <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>、<a href=\"https://laohu8.com/S/TSLA\">TSLA</a>、<a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>、<a href=\"https://laohu8.com/S/AAPL\">AAPL</a>、<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b42a96cc66683e17fba897cad371383f\" data-align=\"center\" tg-width=\"573\" tg-height=\"999\"/><span></span></p><h2 style=\"text-align: left;\">Nvidia Options: Bullish Sentiment Prevails, But Watch for Range-Bound Volatility</h2><p style=\"text-align: left;\">Nvidia notched a more than 4% gain last Friday, anchored by a prominent bullish options spread worth $16.328 million that stood out as the day’s most representative tilted bullish trade. The trader initiated the structured position by purchasing 10,400 contracts of the 200.0 strike call options expiring on July 10, 2026, while simultaneously selling an equal volume of 205.0 strike call options with the same maturity, establishing the entire position on a net-debit basis.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0466f3d5c64de32ec8a72c313eb721a\" data-align=\"center\" tg-width=\"588\" tg-height=\"195\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5419ad41f6200a075ceddba8120fa30\" data-align=\"center\" tg-width=\"657\" tg-height=\"210\"/><span></span></p><p style=\"text-align: left;\">At the current Nvidia stock price of $210.96, both legs of the spread are now in-the-money (ITM). This pricing dynamic indicates the capital deployed is not targeting leveraged speculative upside in distant maturities, but rather executing a structured bullish allocation within a deep in-the-money range.</p><p style=\"text-align: left;\">In a separate trade, market participants executed a credit spread strategy involving Nvidia’s weekly options maturing on July 17, 2026. The trader sold 9,958 contracts of the 210.0 strike calls and bought the same number of 215.0 strike calls with the identical expiration date, resulting in an overall net-credit position.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff00e795f790ad3888a2596ad6513615\" data-align=\"center\" tg-width=\"654\" tg-height=\"207\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5f1f363f48c8e3308bd079a539a9651e\" data-align=\"center\" tg-width=\"651\" tg-height=\"206\"/><span></span></p><p style=\"text-align: left;\">Based on the prevailing share price of $210.96, the sold 210.0 strike calls sit near in-the-money territory, while the purchased 215.0 strike calls remain out-of-the-money (OTM). This represents a classic capped upside rent-collecting and mildly bearish options strategy. Rather than betting aggressively on a sharp downside correction, the trade signals a market consensus that Nvidia’s upside momentum is set to be constrained, with limited room for a material breakout above current levels ahead of the option expiry.</p><h2 style=\"text-align: left;\">Intel Options Traders Bet on Limited Upside Ahead</h2><p style=\"text-align: left;\">Intel declined 2.4% last Friday. The day’s largest single-leg trade saw $4.03 million worth of call options sold: 125.0 strike calls expiring August 21, 2026, which are currently out-of-the-money (OTM).</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4aaaf5ec22dbc7374e788c52da74fbb8\" data-align=\"center\" tg-width=\"711\" tg-height=\"234\"/><span></span></p><p style=\"text-align: left;\">Selling such longer-dated out-of-the-money calls typically signals a distinctly bearish, or at minimum neutral, market view. The trader appears to be betting Intel has limited upside from here, aiming to generate income via options premium. If the stock fails to break meaningfully above the strike price by expiry, the call seller stands to profit handsomely. Accordingly, this large position reflects expectations of muted longer-term upside momentum for Intel shares.</p><p style=\"text-align: left;\">Please click to join <a target=\"_blank\" class=\"\" href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\">Tiger Options Club</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","INTC":"英特尔","TLA":"GraniteShares Autocallable TSLA ETF","PLTZ":"2倍做空PLTR ETF-Defiance","SOFX":"2倍做多SOFI ETF-Defiance","TSLP":"TSLA收益溢价策略ETF-Kurv","NVDA":"英伟达","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","TESL":"Simplify Volt TSLA Revolution ETF","TSLQ":"2倍做空TSLA ETF-Tradr","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","PLTA":"ProShares Ultra PLTR ETF","TSLR":"2倍做多TSLA ETF-GraniteShares","LINT":"Direxion Daily INTC Bull 2X ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","07766":"南方两倍做多特斯拉","TSLS":"1倍做空TSLA ETF-Direxion","PLTD":"1倍做空PLTR ETF-Direxion","PLTG":"2倍做多PLTR ETF-Leverage Shares","PTIR":"2倍做多PLTR ETF-GraniteShares","TSLT":"2倍做多TSLA ETF-T-Rex","PLTI":"REX PLTR Growth & Income ETF","TSLW":"TSLA周配息ETF-Roundhill","PLTY":"PLTR期权收益策略ETF-YieldMax","TSII":"REX TSLA Growth & Income ETF","TSLY":"TSLA期权收益策略ETF-YieldMax","TSDD":"2倍做空TSLA ETF-GraniteShares","TSL":"1.25倍做多TSLA ETF-GraniteShares","07366":"XI二南特斯","TSLZ":"2倍做空TSLA ETF-T-Rex","PLTU":"2倍做多PLTR ETF-Direxion","09766":"南方两倍做多特斯拉-U","SOFA":"Direxion Daily SOFI Bull 2X ETF","INTW":"2倍做多INTC ETF-GraniteShares","TSYY":"收益增强TSLA ETF-GraniteShares","TSLG":"2倍做多TSLA ETF-Leverage Shares","PLTW":"PLTR周配息ETF-Roundhill","TSLI":"2倍做多TSLA ETF-ProShares","09366":"XI二南特斯-U"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136756250","content_text":"Market OverviewOn July 10, Dow Jones up 0.29% at 52,637.01; S&P 500 up 0.42% at 7,575.39; NASDAQ up 0.29% at 26,281.61. A modest, broad-based advance left all three gauges in positive territory, with investors digesting a fresh wave of technology listings and ongoing policy headlines.On July 10, total option volume = 60,975,366. Average daily option volume = 63,086,207. 39% puts, 61% calls. 794 stocks have option volume that is greater than their 30 day moving average volume.Top 10 Option VolumesTop 10: NVDA、TSLA、Meta Platforms, Inc.、AAPL、Micron Technology、Amazon.com、Microsoft、SoFi Technologies Inc.、Palantir Technologies Inc.、Intel。Nvidia Options: Bullish Sentiment Prevails, But Watch for Range-Bound VolatilityNvidia notched a more than 4% gain last Friday, anchored by a prominent bullish options spread worth $16.328 million that stood out as the day’s most representative tilted bullish trade. The trader initiated the structured position by purchasing 10,400 contracts of the 200.0 strike call options expiring on July 10, 2026, while simultaneously selling an equal volume of 205.0 strike call options with the same maturity, establishing the entire position on a net-debit basis.At the current Nvidia stock price of $210.96, both legs of the spread are now in-the-money (ITM). This pricing dynamic indicates the capital deployed is not targeting leveraged speculative upside in distant maturities, but rather executing a structured bullish allocation within a deep in-the-money range.In a separate trade, market participants executed a credit spread strategy involving Nvidia’s weekly options maturing on July 17, 2026. The trader sold 9,958 contracts of the 210.0 strike calls and bought the same number of 215.0 strike calls with the identical expiration date, resulting in an overall net-credit position.Based on the prevailing share price of $210.96, the sold 210.0 strike calls sit near in-the-money territory, while the purchased 215.0 strike calls remain out-of-the-money (OTM). This represents a classic capped upside rent-collecting and mildly bearish options strategy. Rather than betting aggressively on a sharp downside correction, the trade signals a market consensus that Nvidia’s upside momentum is set to be constrained, with limited room for a material breakout above current levels ahead of the option expiry.Intel Options Traders Bet on Limited Upside AheadIntel declined 2.4% last Friday. The day’s largest single-leg trade saw $4.03 million worth of call options sold: 125.0 strike calls expiring August 21, 2026, which are currently out-of-the-money (OTM).Selling such longer-dated out-of-the-money calls typically signals a distinctly bearish, or at minimum neutral, market view. The trader appears to be betting Intel has limited upside from here, aiming to generate income via options premium. If the stock fails to break meaningfully above the strike price by expiry, the call seller stands to profit handsomely. Accordingly, this large position reflects expectations of muted longer-term upside momentum for Intel shares.Please click to join Tiger Options Club","news_type":1,"symbols_score_info":{"TSLY":0.6,"07766":0.6,"INTW":0.6,"PLTA":0.6,"PLTI":0.6,"PLTG":0.6,"TSLQ":0.6,"TSLI":0.6,"TSII":0.6,"TLA":0.6,"09366":0.6,"PLYY":0.6,"PLTZ":0.6,"TSLL":0.6,"TSLS":0.6,"TESL":0.6,"TSLR":0.6,"PLTW":0.6,"TSYY":0.6,"TSLZ":0.6,"PLTD":0.6,"PLTU":0.6,"TSL":0.6,"TSLP":0.6,"PTIR":0.6,"LINT":0.6,"07366":0.6,"09766":0.6,"TSDD":0.6,"TSLW":0.6,"PLTY":0.6,"TSLT":0.6,"TSLG":0.6,"NVDA":2,"TSLO":0.6,"SOFX":0.6,"CRSH":0.6,"TEST":0.6,"SOFA":0.6,"INTC":2,"PLOO":0.6}},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584345774256536,"gmtCreate":1783692643552,"gmtModify":1783692646569,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> easily 260 before year end","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> easily 260 before year end","text":"$NVIDIA(NVDA)$ easily 260 before year end","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":6,"link":"https://ttm.financial/post/584345774256536","repostId":"1193555412","repostType":4,"repost":{"id":"1193555412","kind":"news","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":1783692302,"share":"https://ttm.financial/m/news/1193555412?lang=en_US&edition=fundamental","pubTime":"2026-07-10 22:05","market":"us","language":"en","title":"Nvidia Climbs Over 2.4% As Market Cap Reclaims $5 Trillion Milestone","url":"https://stock-news.laohu8.com/highlight/detail?id=1193555412","media":"Tiger Newspress","summary":"Nvidia shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.","content":"<html><head></head><body><p style=\"text-align: left;\"><span><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7197a6f647575ddfb49461e5ac00152\" data-align=\"center\" tg-width=\"540\" tg-height=\"669\"/><span></span></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 Climbs Over 2.4% As Market Cap Reclaims $5 Trillion Milestone</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Climbs Over 2.4% As Market Cap Reclaims $5 Trillion Milestone\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\">2026-07-10 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><span><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7197a6f647575ddfb49461e5ac00152\" data-align=\"center\" tg-width=\"540\" tg-height=\"669\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDA":"英伟达","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","ANV":"GraniteShares Autocallable NVDA ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDL":"2倍做多NVDA ETF-GraniteShares","07388":"XI二南英伟","NVDQ":"2倍做空NVDA ETF-T-Rex","07788":"南方两倍做多英伟达","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDX":"2倍做多NVDA ETF-T-Rex"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193555412","content_text":"NVIDIA shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.","news_type":1,"symbols_score_info":{"ANV":0.6,"NVII":0.6,"07388":0.6,"NVDD":0.6,"NVDO":0.6,"NVDG":0.6,"NVDB":0.6,"NVDX":0.6,"NVDL":0.6,"NVDY":0.6,"DIPS":0.6,"NVYY":0.6,"NVD":0.6,"NVDQ":0.6,"NVDU":0.6,"07788":0.6,"NVDS":0.6,"NVDW":0.6,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}