jislandfund personal page - To The Moon

jislandfund

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11-21 15:58

Although bubble tea is around in UK it's not on my radar. Stuck on cheap builders brew as we say.

11-21 03:22

S&p up to 6300?To the moon!⭐

11-17

$Walt Disney(DIS)$ seems fun but just another tourist trap. Brand loyalty is very strong with this one.⭐

11-16

Ok

Super Micro Plans Filing With Nasdaq on Monday

11-16

AMD looks a good buy. May go lower but it's a strong company with solid numbers

11-16

$Tesla Motors(TSLA)$ sgould stand on its own staying strong with Elon and co.

11-16

It's never good to see a decision turn on you. But you've done it. Move on sharks⭐

11-15

You may need to be fearful because of the greedy⭐

Super Micro Computer: I Am Greedy While Others Are Fearful

11-15

Rocket lab had a rollercoaster recently

11-15

looks like speculators ⭐

11-14

$ocbc bank(O39.SI)$ going up

11-14

Good results on estimates will help Shopify in the near term strong growth and end of year trades can push it along

11-14

Alibaba should still be strong. The outlook is promising

11-12

$ocbc bank(O39.SI)$ ⭐

11-12

Let's hope our eoy rally is in progress. Long may it continue

11-12

Everything seems to point to a good result for these stocks it'll probably drop for a bit with short sellers taking advantage and pick up later

11-11

His loss our gain⭐

"Britain’s Warren Buffett" Shuns Nvidia Shares on Fears AI Hype Is Overblown

11-09

inefficiency is built in to government can one person change the tide? the media lash back at simple reforms is going to be Interesting. good luck Elon. he'd be in a job for life.

11-09

Hopefully BTC status as a safe have will pump price so we can take advantage.⭐

11-09

The policy is strong but our trading instincts for more are stronger. Wait it will bounce ⭐

Go to Tiger App to see more news

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Stuck on cheap builders brew as we say.","listText":"Although bubble tea is around in UK it's not on my radar. Stuck on cheap builders brew as we say.","text":"Although bubble tea is around in UK it's not on my radar. Stuck on cheap builders brew as we say.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373335753191648","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373084359209352,"gmtCreate":1732130535487,"gmtModify":1732130539638,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"S&amp;p up to 6300?To the moon!⭐","listText":"S&amp;p up to 6300?To the moon!⭐","text":"S&p up to 6300?To the moon!⭐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373084359209352","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371793973215480,"gmtCreate":1731779131850,"gmtModify":1731779136140,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a> seems fun but just another tourist trap. Brand loyalty is very strong with this one.⭐","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a> seems fun but just another tourist trap. Brand loyalty is very strong with this one.⭐","text":"$Walt Disney(DIS)$ seems fun but just another tourist trap. Brand loyalty is very strong with this one.⭐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/371793973215480","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371506533187944,"gmtCreate":1731739558200,"gmtModify":1731739561873,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371506533187944","repostId":"2483534891","repostType":2,"repost":{"id":"2483534891","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":1731714199,"share":"https://ttm.financial/m/news/2483534891?lang=&edition=fundamental","pubTime":"2024-11-16 07:43","market":"fut","language":"en","title":"Super Micro Plans Filing With Nasdaq on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=2483534891","media":"Dow Jones","summary":"Super Micro Computer, now under scrutiny as a winner from artificial-intelligence boom that could be forced to delist its stock, just might avoid that fate.A person familiar with the matter told Barron's that Super Micro intends to submit a plan that will allow it to continue to trade on the Nasdaq Stock Market by Monday. This is a look at how the server maker found itself in this position.Less than a year ago, things were going gangbusters for the maker of the computer servers used for artificial intelligence. The stock reached its 2024 closing high on March 13, when it was up 318% for the year.Analysts were confident there was more room for growth. J.P. Morgan analysts began coverage of the stock with an Overweight rating in March, calling Super Micro the leading company in the AI computing market.A few weeks later, on Sept. 17, the Nasdaq sent a letter to Super Micro, saying the co","content":"<html><head></head><body><p>Super Micro Computer, now under scrutiny as a winner from artificial-intelligence boom that could be forced to delist its stock, just might avoid that fate.</p><p>A person familiar with the matter told Barron&#39;s that Super Micro intends to submit a plan that will allow it to continue to trade on the Nasdaq Stock Market by Monday. This is a look at how the server maker found itself in this position.</p><p>Super Micro Shares Surged 18% in after hours trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1c90b72376260bc3c41a124c00a0df86\" tg-width=\"792\" tg-height=\"833\"/></p><p>Less than a year ago, things were going gangbusters for the maker of the computer servers used for artificial intelligence. The stock reached its 2024 closing high on March 13, when it was up 318% for the year.</p><p>Analysts were confident there was more room for growth. J.P. Morgan analysts began coverage of the stock with an Overweight rating in March, calling Super Micro the leading company in the AI computing market.</p><p>How the mighty have fallen. Shares are now off 37% this year, for a gap between the high and the current price of 355 percentage points, by far the widest for any company in the S&amp;P 500, according to Dow Jones Market Data. In second place is Moderna, which was up 68% at its 2024 peak but is now down 63%, a spread of about 130 percentage points.</p><p>Behind the reversal are a combination of concerns regarding profit margins, a short-seller report, delayed financial filings, and the loss of an auditor. It remains unclear whether the company can continue to trade on the Nasdaq Stock Market.</p><h2 id=\"id_1750882727\">Margins and Short Sales</h2><p>Matters took a decisive turn for the worse on Aug. 6, when Super Micro reported that its fourth-quarter adjusted gross profit margin came in at 11.3%, versus 17.1% the prior year. That was enough to send the stock lower, even though the company provided a strong sales forecast for the current year, and the board of directors also authorized a 10-for-1 stock split of its common stock.</p><p>Splits don&#39;t change the financial value of existing investors&#39; holdings, but they can trigger buying by making a stock more accessible to investors with less cash to put to work.</p><p>The next blow came on Aug. 27, when the short seller Hindenburg Research published a report on Super Micro that alleged it found &#34;glaring accounting red flags, evidence of undisclosed related party transactions, sanctions and export control failures, and customer issues.&#34; Super Micro has said the report &#34;contains false or inaccurate statements about our company including misleading presentations of information.&#34;</p><h2 id=\"id_3527968624\">Filing Delay Puts Nasdaq Listing at Risk</h2><p>One day after the short report went live, Super Micro said it would delay filing its form 10-K for the fiscal year ended June 30, saying it needed more time to &#34;complete its assessment of the design and operating effectiveness of its internal controls over financial reporting as of June 30, 2024.&#34; Shares fell 19% that day.</p><p>A few weeks later, on Sept. 17, the Nasdaq sent a letter to Super Micro, saying the company wasn&#39;t in compliance with a listing rule that requires timely filing of reports with the Securities and Exchange Commission. Super Micro was given 60 days to file the delayed report, or to submit a plan for Nasdaq&#39;s approval detailing how it would regain compliance to remain listed on the exchange.</p><h2 id=\"id_1684571821\">The Stock Splits and Auditor Resigns</h2><p>The stock split on Oct. 1, shortly before the company said on Oct. 7 that it deployed liquid-cooled servers using more than 100,000 graphics processing units for some of the largest AI factories ever built. While that lifted shares by 16%, the gain didn&#39;t last.</p><p>On Oct. 30, Super Micro disclosed that the accounting firm Ernst &amp; Young, its auditor, had resigned. &#34;We are resigning due to information that has recently come to our attention which has led us to no longer be able to rely on management&#39;s and the Audit Committee&#39;s representations and to be unwilling to be associated with the financial statements prepared by management,&#34; EY said.</p><p>That raised even more concern among investors, who weren&#39;t sure whether the company would hit the deadline to remain listed. The key question: How can a company file financial reports with the SEC without an auditor?</p><h2 id=\"id_1769837143\">Business Update Doesn&#39;t Provide Much Hope</h2><p>A &#34; business update&#34; and call with investors, held after the market closed on Election Night, Nov. 5, didn&#39;t move the needle. Shares fell 18% the next day after preliminary revenue guidance issued by the company missed the mark.</p><p>Management said it was &#34;working diligently,&#34; to hire a new auditor, and that it would be filing a plan with the Nasdaq regarding an extension to the filing deadline. The Nasdaq has declined to comment.</p><h2 id=\"id_119176681\">Another Filing Delay</h2><p>On Wednesday, Super Micro said in a securities filing that it needs additional time to file its 10-Q form for earnings in the last quarter. This wasn&#39;t a shock, given that the company still hadn&#39;t filed its 10-K and was without an auditor following the resignation of EY.</p><p>That brings us to the present. Nasdaq&#39;s 60-day deadline period ended Saturday, during the weekend, giving the company a little more time under Nasdaq&#39;s listing rules.</p><p>If Super Micro is delisted, that would be the second time in its history. The stock was delisted in August 2018 for a delay in the filing of financial reports. It was then relisted in January 2020.</p><p>Stay tuned.</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>Super Micro Plans Filing With Nasdaq on Monday</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\">\nSuper Micro Plans Filing With Nasdaq on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-16 07:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Super Micro Computer, now under scrutiny as a winner from artificial-intelligence boom that could be forced to delist its stock, just might avoid that fate.</p><p>A person familiar with the matter told Barron&#39;s that Super Micro intends to submit a plan that will allow it to continue to trade on the Nasdaq Stock Market by Monday. This is a look at how the server maker found itself in this position.</p><p>Super Micro Shares Surged 18% in after hours trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1c90b72376260bc3c41a124c00a0df86\" tg-width=\"792\" tg-height=\"833\"/></p><p>Less than a year ago, things were going gangbusters for the maker of the computer servers used for artificial intelligence. The stock reached its 2024 closing high on March 13, when it was up 318% for the year.</p><p>Analysts were confident there was more room for growth. J.P. Morgan analysts began coverage of the stock with an Overweight rating in March, calling Super Micro the leading company in the AI computing market.</p><p>How the mighty have fallen. Shares are now off 37% this year, for a gap between the high and the current price of 355 percentage points, by far the widest for any company in the S&amp;P 500, according to Dow Jones Market Data. In second place is Moderna, which was up 68% at its 2024 peak but is now down 63%, a spread of about 130 percentage points.</p><p>Behind the reversal are a combination of concerns regarding profit margins, a short-seller report, delayed financial filings, and the loss of an auditor. It remains unclear whether the company can continue to trade on the Nasdaq Stock Market.</p><h2 id=\"id_1750882727\">Margins and Short Sales</h2><p>Matters took a decisive turn for the worse on Aug. 6, when Super Micro reported that its fourth-quarter adjusted gross profit margin came in at 11.3%, versus 17.1% the prior year. That was enough to send the stock lower, even though the company provided a strong sales forecast for the current year, and the board of directors also authorized a 10-for-1 stock split of its common stock.</p><p>Splits don&#39;t change the financial value of existing investors&#39; holdings, but they can trigger buying by making a stock more accessible to investors with less cash to put to work.</p><p>The next blow came on Aug. 27, when the short seller Hindenburg Research published a report on Super Micro that alleged it found &#34;glaring accounting red flags, evidence of undisclosed related party transactions, sanctions and export control failures, and customer issues.&#34; Super Micro has said the report &#34;contains false or inaccurate statements about our company including misleading presentations of information.&#34;</p><h2 id=\"id_3527968624\">Filing Delay Puts Nasdaq Listing at Risk</h2><p>One day after the short report went live, Super Micro said it would delay filing its form 10-K for the fiscal year ended June 30, saying it needed more time to &#34;complete its assessment of the design and operating effectiveness of its internal controls over financial reporting as of June 30, 2024.&#34; Shares fell 19% that day.</p><p>A few weeks later, on Sept. 17, the Nasdaq sent a letter to Super Micro, saying the company wasn&#39;t in compliance with a listing rule that requires timely filing of reports with the Securities and Exchange Commission. Super Micro was given 60 days to file the delayed report, or to submit a plan for Nasdaq&#39;s approval detailing how it would regain compliance to remain listed on the exchange.</p><h2 id=\"id_1684571821\">The Stock Splits and Auditor Resigns</h2><p>The stock split on Oct. 1, shortly before the company said on Oct. 7 that it deployed liquid-cooled servers using more than 100,000 graphics processing units for some of the largest AI factories ever built. While that lifted shares by 16%, the gain didn&#39;t last.</p><p>On Oct. 30, Super Micro disclosed that the accounting firm Ernst &amp; Young, its auditor, had resigned. &#34;We are resigning due to information that has recently come to our attention which has led us to no longer be able to rely on management&#39;s and the Audit Committee&#39;s representations and to be unwilling to be associated with the financial statements prepared by management,&#34; EY said.</p><p>That raised even more concern among investors, who weren&#39;t sure whether the company would hit the deadline to remain listed. The key question: How can a company file financial reports with the SEC without an auditor?</p><h2 id=\"id_1769837143\">Business Update Doesn&#39;t Provide Much Hope</h2><p>A &#34; business update&#34; and call with investors, held after the market closed on Election Night, Nov. 5, didn&#39;t move the needle. Shares fell 18% the next day after preliminary revenue guidance issued by the company missed the mark.</p><p>Management said it was &#34;working diligently,&#34; to hire a new auditor, and that it would be filing a plan with the Nasdaq regarding an extension to the filing deadline. The Nasdaq has declined to comment.</p><h2 id=\"id_119176681\">Another Filing Delay</h2><p>On Wednesday, Super Micro said in a securities filing that it needs additional time to file its 10-Q form for earnings in the last quarter. This wasn&#39;t a shock, given that the company still hadn&#39;t filed its 10-K and was without an auditor following the resignation of EY.</p><p>That brings us to the present. Nasdaq&#39;s 60-day deadline period ended Saturday, during the weekend, giving the company a little more time under Nasdaq&#39;s listing rules.</p><p>If Super Micro is delisted, that would be the second time in its history. The stock was delisted in August 2018 for a delay in the filing of financial reports. It was then relisted in January 2020.</p><p>Stay tuned.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4568":"美国抗疫概念","BK4501":"段永平概念","BK4532":"文艺复兴科技持仓","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","SMCI":"超微电脑","BK4112":"金融交易所和数据","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","BK4534":"瑞士信贷持仓","BK4139":"生物科技"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483534891","content_text":"Super Micro Computer, now under scrutiny as a winner from artificial-intelligence boom that could be forced to delist its stock, just might avoid that fate.A person familiar with the matter told Barron's that Super Micro intends to submit a plan that will allow it to continue to trade on the Nasdaq Stock Market by Monday. This is a look at how the server maker found itself in this position.Super Micro Shares Surged 18% in after hours trading.Less than a year ago, things were going gangbusters for the maker of the computer servers used for artificial intelligence. The stock reached its 2024 closing high on March 13, when it was up 318% for the year.Analysts were confident there was more room for growth. J.P. Morgan analysts began coverage of the stock with an Overweight rating in March, calling Super Micro the leading company in the AI computing market.How the mighty have fallen. Shares are now off 37% this year, for a gap between the high and the current price of 355 percentage points, by far the widest for any company in the S&P 500, according to Dow Jones Market Data. In second place is Moderna, which was up 68% at its 2024 peak but is now down 63%, a spread of about 130 percentage points.Behind the reversal are a combination of concerns regarding profit margins, a short-seller report, delayed financial filings, and the loss of an auditor. It remains unclear whether the company can continue to trade on the Nasdaq Stock Market.Margins and Short SalesMatters took a decisive turn for the worse on Aug. 6, when Super Micro reported that its fourth-quarter adjusted gross profit margin came in at 11.3%, versus 17.1% the prior year. That was enough to send the stock lower, even though the company provided a strong sales forecast for the current year, and the board of directors also authorized a 10-for-1 stock split of its common stock.Splits don't change the financial value of existing investors' holdings, but they can trigger buying by making a stock more accessible to investors with less cash to put to work.The next blow came on Aug. 27, when the short seller Hindenburg Research published a report on Super Micro that alleged it found \"glaring accounting red flags, evidence of undisclosed related party transactions, sanctions and export control failures, and customer issues.\" Super Micro has said the report \"contains false or inaccurate statements about our company including misleading presentations of information.\"Filing Delay Puts Nasdaq Listing at RiskOne day after the short report went live, Super Micro said it would delay filing its form 10-K for the fiscal year ended June 30, saying it needed more time to \"complete its assessment of the design and operating effectiveness of its internal controls over financial reporting as of June 30, 2024.\" Shares fell 19% that day.A few weeks later, on Sept. 17, the Nasdaq sent a letter to Super Micro, saying the company wasn't in compliance with a listing rule that requires timely filing of reports with the Securities and Exchange Commission. Super Micro was given 60 days to file the delayed report, or to submit a plan for Nasdaq's approval detailing how it would regain compliance to remain listed on the exchange.The Stock Splits and Auditor ResignsThe stock split on Oct. 1, shortly before the company said on Oct. 7 that it deployed liquid-cooled servers using more than 100,000 graphics processing units for some of the largest AI factories ever built. While that lifted shares by 16%, the gain didn't last.On Oct. 30, Super Micro disclosed that the accounting firm Ernst & Young, its auditor, had resigned. \"We are resigning due to information that has recently come to our attention which has led us to no longer be able to rely on management's and the Audit Committee's representations and to be unwilling to be associated with the financial statements prepared by management,\" EY said.That raised even more concern among investors, who weren't sure whether the company would hit the deadline to remain listed. The key question: How can a company file financial reports with the SEC without an auditor?Business Update Doesn't Provide Much HopeA \" business update\" and call with investors, held after the market closed on Election Night, Nov. 5, didn't move the needle. Shares fell 18% the next day after preliminary revenue guidance issued by the company missed the mark.Management said it was \"working diligently,\" to hire a new auditor, and that it would be filing a plan with the Nasdaq regarding an extension to the filing deadline. The Nasdaq has declined to comment.Another Filing DelayOn Wednesday, Super Micro said in a securities filing that it needs additional time to file its 10-Q form for earnings in the last quarter. This wasn't a shock, given that the company still hadn't filed its 10-K and was without an auditor following the resignation of EY.That brings us to the present. Nasdaq's 60-day deadline period ended Saturday, during the weekend, giving the company a little more time under Nasdaq's listing rules.If Super Micro is delisted, that would be the second time in its history. The stock was delisted in August 2018 for a delay in the filing of financial reports. It was then relisted in January 2020.Stay tuned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371316806766728,"gmtCreate":1731693235022,"gmtModify":1731693240662,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"AMD looks a good buy. May go lower but it's a strong company with solid numbers","listText":"AMD looks a good buy. May go lower but it's a strong company with solid numbers","text":"AMD looks a good buy. May go lower but it's a strong company with solid numbers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371316806766728","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371439847243960,"gmtCreate":1731692761145,"gmtModify":1731692765158,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> sgould stand on its own staying strong with Elon and co.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> sgould stand on its own staying strong with Elon and co.","text":"$Tesla Motors(TSLA)$ sgould stand on its own staying strong with Elon and co.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371439847243960","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371311514911064,"gmtCreate":1731691945312,"gmtModify":1731691949257,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"It's never good to see a decision turn on you. But you've done it. Move on sharks⭐","listText":"It's never good to see a decision turn on you. But you've done it. Move on sharks⭐","text":"It's never good to see a decision turn on you. But you've done it. Move on sharks⭐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371311514911064","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370943421694064,"gmtCreate":1731601483805,"gmtModify":1731601487962,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"You may need to be fearful because of the greedy⭐","listText":"You may need to be fearful because of the greedy⭐","text":"You may need to be fearful because of the greedy⭐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370943421694064","repostId":"1165124291","repostType":4,"repost":{"id":"1165124291","pubTimestamp":1731599503,"share":"https://ttm.financial/m/news/1165124291?lang=&edition=fundamental","pubTime":"2024-11-14 23:51","market":"us","language":"en","title":"Super Micro Computer: I Am Greedy While Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1165124291","media":"Seeking Alpha","summary":"SummarySuper Micro Computer is significantly undervalued due to highly likely exaggerated fears of accounting manipulations and the reported DOJ investigation, presenting a strong buying opportunity.D","content":"<html><head></head><body><h2 id=\"id_1975904538\">Summary</h2><ul style=\"\"><li><p>Super Micro Computer is significantly undervalued due to highly likely exaggerated fears of accounting manipulations and the reported DOJ investigation, presenting a strong buying opportunity.</p></li><li><p>Despite reputational challenges, SMCI&#39;s partnerships with NVIDIA and AMD affirm its credibility and operational integrity, bolstering confidence in its financial reports.</p></li><li><p>Preliminary FQ1 2025 results show robust revenue growth and improved margins, driven by strong AI GPU platform demand, indicating solid business fundamentals.</p></li><li><p>Valuation analysis suggests a fair share price of $90, highlighting substantial upside potential from current levels, making SMCI a compelling opportunity.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e678235f3d3a4c30f6900e649543eed9\" alt=\"Supermicro headquarters in San Jose, California, USA\" title=\"Supermicro headquarters in San Jose, California, USA\" tg-width=\"750\" tg-height=\"500\"/><span>Supermicro headquarters in San Jose, California, USA</span></p><h2 id=\"id_392237773\">Introduction</h2><p>Super Micro Computer (NASDAQ:SMCI) is still dropping, and is five times cheaper than its March 2024 peak. The company is still generating exponential revenue growth and increasing EPS. However, the stock price suggests that concerns about SMCI&#39;s accounting inaccuracy overshadow robust business expansion.</p><p>I am not happy that the stock plunged by 63% since my August bullish call, as I have skin in the game. I have been buying aggressively since the stock started tanking in late August, meaning that I have a substantial SMCI position. I also worry about the recent auditor resignation and there is a lot of uncertainty in the FY2024 10-K report release timing. Yet, the stock is so cheap that it provides an excellent opportunity to double down. The preliminary earnings for the latest quarter were released a week ago. It is very hard to imagine that the management would risk presenting an unfair view of SMCI&#39;s financial performance, given the panic around the stock and the reported DOJ investigation.</p><p>The deeply low 14-day RSI reading shows how very spooked the market is over SMCI. This makes me greedy. I tend to believe that allegations of accounting manipulations are exaggerated. Therefore, I still consider SMCI a &#39;Strong Buy&#39;.</p><h2 id=\"id_3077953962\">Fundamental analysis</h2><p>SMCI has recently encountered several significant reputational challenges. This began with a late-August opinions from some analysts that questioned the trustworthiness of SMCI&#39;s financial statements and the management&#39;s integrity. The company then failed to file its 10-K report on time, and there are reports of a DOJ investigation regarding allegations around accounting manipulations. As a result of all these adverse events, the stock price decreased by more than 60% since late August.</p><p>The company has recently released its FQ1 2025 preliminary results and FQ2 2025 guidance, with robust revenue and EPS growth. I tend to trust in the accuracy of this release, despite the aforementioned allegations. There are two big reasons for such confidence.</p><p>The first is that it is hard to imagine that a company under public pressure and scrutiny would manipulate its financials. Second, no major semiconductor companies have separated from SMCI and continue to call SMCI their partner. It has been rumored that Nvidia is taking orders away from SMCI, but I tend to go with what the companies say on their website.</p><p>On October 15, Nvidia announced a new partnership with SMCI. The expanded collaboration highlights the integration of Nvidia&#39;s BlueField data processing unit (&#39;DPU&#39;) into SMCI&#39;s storage solutions. This factor highlights Nvidia&#39;s confidence in SMCI&#39;s trustworthiness. Furthermore, a presentation endorsing SMCI is still available on AMD&#39;s official website. I might be missing something, but Nvidia and AMD appear to be companies with flawless reputations. Thus, it is highly unlikely that Jensen Huang or Lisa Su would risk their reputations by supporting collaboration with a company with questionable integrity or operational practices. There is also a separate page on Intel&#39;s website dedicated to endorse SMCI&#39;s offerings.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e915ca85bac0b07cb94d9f717e09bebb\" alt=\"SA\" title=\"SA\" tg-width=\"617\" tg-height=\"311\"/><span>SA</span></p><p></p><p>Therefore, I consider the preliminary earnings announcement as trustworthy. According to preliminary results, revenue for FQ1 ranged from $5.9 billion to $6 billion, representing an 181% year-over-year increase. The growth was primarily driven by strong demand for AI GPU platforms. SMCI&#39;s non-GAAP gross margin has improved quarter-over-quarter from 11.3% to 13.3%. The profitability expansion was powered by favorable shifts in the product and customer mix.</p><p>The FQ2 guidance also looks robust, with the projected range from $5.5 billion to $6.1 billion. The $5.8 billion midpoint level is 58% higher compared to the same quarter of FY2024. The guidance fell short of Wall Street expectations, but this looks explainable, as the management cites low Blackwell GPU availability due to high demand. So, the problem looks temporary.</p><p>Secular trends are still strong as cloud giants look unwilling to cool down their data center spending spree. Amazon plans to invest another billion+ in Italian data centers and has recently bought 350 acres for data center in Becker. Google&#39;s plans to invest much more in data centers over the long term are apparent after the company announced that it is buying nuclear reactors to meet the energy demand of its current and future data centers. Microsoft also recognizes the potential for data center expansion and is already incorporating sustainable solutions to minimize its environmental footprint. Thus, the industry is thriving and evolving rapidly, providing a strong tailwind for SMCI.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c88485771692e0f540617907c77cd416\" alt=\"\" title=\"\" tg-width=\"635\" tg-height=\"424\"/></p><p></p><p>The stock is significantly oversold, with its 14-day RSI indicator at a historically low level of 27. While the market seems extremely fearful about SMCI, I prefer to set emotions aside. The world&#39;s largest semiconductor companies, which undoubtedly value their reputations, continue to work closely with SMCI, suggesting that the allegations are likely overestimated. Furthermore, the company is already under significant public pressure and scrutiny, making accounting manipulations around the latest preliminary quarterly earnings release extremely unlikely.</p><h2 id=\"id_1000083254\">Valuation analysis</h2><p>As I mentioned, the stock is now significantly cheaper than it was in late August, and such a plunge is explained by fears of the market regarding accounting manipulation allegations. However, since I outlined why I believe that these fears are highly likely exaggerated, I plan to rely on long-term consensus revenue projections to build my DCF model. The zero FCF margin for the base year reflects the company&#39;s aggressive CapEx spending to address soaring demand. For the years after FY2025, I reiterate the same trajectory of the metric expanding by 200 basis points yearly. To balance out an aggressive FCF margin assumption, I use a very conservative 2% constant growth rate to calculate terminal value (&#39;TV&#39;). I use an 8% WACC to discount future cash flows.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ad7a5df190b39226ec84be40cfeb92e3\" alt=\"Calculated by the author\" title=\"Calculated by the author\" tg-width=\"640\" tg-height=\"296\"/><span>Calculated by the author</span></p><p></p><p>The first simulation indicates a fair share price of approximately $90, which is almost four times higher compared to the current share price. Thus, fears around the stock made it extremely cheap.</p><p>The fair value estimation approaches the current share price only if unrealistically pessimistic assumptions are incorporated. The fair share price is around $23 when I apply a 1% constant growth rate and a very low 3% revenue CAGR for the next five years, with the FCF margin expanding by only 100 basis points annually.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eac69b7345c3cdf59226b894d21ac6c7\" alt=\"Calculated by the author\" title=\"Calculated by the author\" tg-width=\"640\" tg-height=\"294\"/><span>Calculated by the author</span></p><p></p><p>With that said, I believe SMCI is very attractively valued. My target price is $90 per share, which is close to mid-summer 2024 levels, making such upside potential realistic.</p><h2 id=\"id_1906077690\">Mitigating factors</h2><p>Official communication is crucial in emergency cases threatening the image of a business, such as those experienced by SMCI over the last few months. In my opinion, the management could have handled the situation in a smoother way. As a result, it seems that the stock crash would not have been as bad. There is still no indication of when the company’s FY2024 10-K report will be published, which creates room for possible new bad-looking headlines. This might just set off another bearish market wave if the communication approach between the management and investors remains the same.</p><p>Additionally, the past precedent of delisting in 2019 due to accounting issues remains a concern. According to the official information from SMCI, the management is still unable to share the expected date of the 10-K filing, which increases risks of failing to comply with Nasdaq listing rules. However, I believe that the company&#39;s efforts to engage a new auditor will mitigate the risk. The completion of the Special Committee&#39;s investigation, which found no evidence of fraud or misconduct, is a positive step towards resolving this adverse situation.</p><h2 id=\"id_3728447271\">Conclusion</h2><p>As an investor, I prefer to set emotions aside and focus on the facts. A company that has faces intense public scrutiny is almost certainly not going to play along with its accounting books. This factor makes the recent preliminary FQ1 2025 earnings release is a reliable informational tool. I am also extremely skeptical that Nvidia, AMD, or Intel would continue supporting SMCI as a crucial technological partner if there was really something wrong with it.</p></body></html>","source":"seekingalpha_fund","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>Super Micro Computer: I Am Greedy While Others Are Fearful</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nSuper Micro Computer: I Am Greedy While Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 23:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4736805-super-micro-computer-stock-substantial-upside-potential-compelling-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySuper Micro Computer is significantly undervalued due to highly likely exaggerated fears of accounting manipulations and the reported DOJ investigation, presenting a strong buying opportunity....</p>\n\n<a href=\"https://seekingalpha.com/article/4736805-super-micro-computer-stock-substantial-upside-potential-compelling-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4736805-super-micro-computer-stock-substantial-upside-potential-compelling-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165124291","content_text":"SummarySuper Micro Computer is significantly undervalued due to highly likely exaggerated fears of accounting manipulations and the reported DOJ investigation, presenting a strong buying opportunity.Despite reputational challenges, SMCI's partnerships with NVIDIA and AMD affirm its credibility and operational integrity, bolstering confidence in its financial reports.Preliminary FQ1 2025 results show robust revenue growth and improved margins, driven by strong AI GPU platform demand, indicating solid business fundamentals.Valuation analysis suggests a fair share price of $90, highlighting substantial upside potential from current levels, making SMCI a compelling opportunity.Supermicro headquarters in San Jose, California, USAIntroductionSuper Micro Computer (NASDAQ:SMCI) is still dropping, and is five times cheaper than its March 2024 peak. The company is still generating exponential revenue growth and increasing EPS. However, the stock price suggests that concerns about SMCI's accounting inaccuracy overshadow robust business expansion.I am not happy that the stock plunged by 63% since my August bullish call, as I have skin in the game. I have been buying aggressively since the stock started tanking in late August, meaning that I have a substantial SMCI position. I also worry about the recent auditor resignation and there is a lot of uncertainty in the FY2024 10-K report release timing. Yet, the stock is so cheap that it provides an excellent opportunity to double down. The preliminary earnings for the latest quarter were released a week ago. It is very hard to imagine that the management would risk presenting an unfair view of SMCI's financial performance, given the panic around the stock and the reported DOJ investigation.The deeply low 14-day RSI reading shows how very spooked the market is over SMCI. This makes me greedy. I tend to believe that allegations of accounting manipulations are exaggerated. Therefore, I still consider SMCI a 'Strong Buy'.Fundamental analysisSMCI has recently encountered several significant reputational challenges. This began with a late-August opinions from some analysts that questioned the trustworthiness of SMCI's financial statements and the management's integrity. The company then failed to file its 10-K report on time, and there are reports of a DOJ investigation regarding allegations around accounting manipulations. As a result of all these adverse events, the stock price decreased by more than 60% since late August.The company has recently released its FQ1 2025 preliminary results and FQ2 2025 guidance, with robust revenue and EPS growth. I tend to trust in the accuracy of this release, despite the aforementioned allegations. There are two big reasons for such confidence.The first is that it is hard to imagine that a company under public pressure and scrutiny would manipulate its financials. Second, no major semiconductor companies have separated from SMCI and continue to call SMCI their partner. It has been rumored that Nvidia is taking orders away from SMCI, but I tend to go with what the companies say on their website.On October 15, Nvidia announced a new partnership with SMCI. The expanded collaboration highlights the integration of Nvidia's BlueField data processing unit ('DPU') into SMCI's storage solutions. This factor highlights Nvidia's confidence in SMCI's trustworthiness. Furthermore, a presentation endorsing SMCI is still available on AMD's official website. I might be missing something, but Nvidia and AMD appear to be companies with flawless reputations. Thus, it is highly unlikely that Jensen Huang or Lisa Su would risk their reputations by supporting collaboration with a company with questionable integrity or operational practices. There is also a separate page on Intel's website dedicated to endorse SMCI's offerings.SATherefore, I consider the preliminary earnings announcement as trustworthy. According to preliminary results, revenue for FQ1 ranged from $5.9 billion to $6 billion, representing an 181% year-over-year increase. The growth was primarily driven by strong demand for AI GPU platforms. SMCI's non-GAAP gross margin has improved quarter-over-quarter from 11.3% to 13.3%. The profitability expansion was powered by favorable shifts in the product and customer mix.The FQ2 guidance also looks robust, with the projected range from $5.5 billion to $6.1 billion. The $5.8 billion midpoint level is 58% higher compared to the same quarter of FY2024. The guidance fell short of Wall Street expectations, but this looks explainable, as the management cites low Blackwell GPU availability due to high demand. So, the problem looks temporary.Secular trends are still strong as cloud giants look unwilling to cool down their data center spending spree. Amazon plans to invest another billion+ in Italian data centers and has recently bought 350 acres for data center in Becker. Google's plans to invest much more in data centers over the long term are apparent after the company announced that it is buying nuclear reactors to meet the energy demand of its current and future data centers. Microsoft also recognizes the potential for data center expansion and is already incorporating sustainable solutions to minimize its environmental footprint. Thus, the industry is thriving and evolving rapidly, providing a strong tailwind for SMCI.The stock is significantly oversold, with its 14-day RSI indicator at a historically low level of 27. While the market seems extremely fearful about SMCI, I prefer to set emotions aside. The world's largest semiconductor companies, which undoubtedly value their reputations, continue to work closely with SMCI, suggesting that the allegations are likely overestimated. Furthermore, the company is already under significant public pressure and scrutiny, making accounting manipulations around the latest preliminary quarterly earnings release extremely unlikely.Valuation analysisAs I mentioned, the stock is now significantly cheaper than it was in late August, and such a plunge is explained by fears of the market regarding accounting manipulation allegations. However, since I outlined why I believe that these fears are highly likely exaggerated, I plan to rely on long-term consensus revenue projections to build my DCF model. The zero FCF margin for the base year reflects the company's aggressive CapEx spending to address soaring demand. For the years after FY2025, I reiterate the same trajectory of the metric expanding by 200 basis points yearly. To balance out an aggressive FCF margin assumption, I use a very conservative 2% constant growth rate to calculate terminal value ('TV'). I use an 8% WACC to discount future cash flows.Calculated by the authorThe first simulation indicates a fair share price of approximately $90, which is almost four times higher compared to the current share price. Thus, fears around the stock made it extremely cheap.The fair value estimation approaches the current share price only if unrealistically pessimistic assumptions are incorporated. The fair share price is around $23 when I apply a 1% constant growth rate and a very low 3% revenue CAGR for the next five years, with the FCF margin expanding by only 100 basis points annually.Calculated by the authorWith that said, I believe SMCI is very attractively valued. My target price is $90 per share, which is close to mid-summer 2024 levels, making such upside potential realistic.Mitigating factorsOfficial communication is crucial in emergency cases threatening the image of a business, such as those experienced by SMCI over the last few months. In my opinion, the management could have handled the situation in a smoother way. As a result, it seems that the stock crash would not have been as bad. There is still no indication of when the company’s FY2024 10-K report will be published, which creates room for possible new bad-looking headlines. This might just set off another bearish market wave if the communication approach between the management and investors remains the same.Additionally, the past precedent of delisting in 2019 due to accounting issues remains a concern. According to the official information from SMCI, the management is still unable to share the expected date of the 10-K filing, which increases risks of failing to comply with Nasdaq listing rules. However, I believe that the company's efforts to engage a new auditor will mitigate the risk. The completion of the Special Committee's investigation, which found no evidence of fraud or misconduct, is a positive step towards resolving this adverse situation.ConclusionAs an investor, I prefer to set emotions aside and focus on the facts. A company that has faces intense public scrutiny is almost certainly not going to play along with its accounting books. This factor makes the recent preliminary FQ1 2025 earnings release is a reliable informational tool. I am also extremely skeptical that Nvidia, AMD, or Intel would continue supporting SMCI as a crucial technological partner if there was really something wrong with it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371028904116288,"gmtCreate":1731601382915,"gmtModify":1731601386670,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Rocket lab had a rollercoaster recently&nbsp;","listText":"Rocket lab had a rollercoaster recently&nbsp;","text":"Rocket lab had a rollercoaster recently","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371028904116288","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370940263796768,"gmtCreate":1731600712086,"gmtModify":1731600716019,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"looks like speculators ⭐","listText":"looks like speculators ⭐","text":"looks like speculators ⭐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370940263796768","isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371006362124424,"gmtCreate":1731595882757,"gmtModify":1731595886336,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$ocbc bank(O39.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> going up","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$ocbc bank(O39.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> going up","text":"$ocbc bank(O39.SI)$ going up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371006362124424","isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370702687375656,"gmtCreate":1731521659373,"gmtModify":1731521663552,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Good results on estimates will help Shopify in the near term strong growth and end of year trades can push it along","listText":"Good results on estimates will help Shopify in the near term strong growth and end of year trades can push it along","text":"Good results on estimates will help Shopify in the near term strong growth and end of year trades can push it along","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370702687375656","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370615658656112,"gmtCreate":1731521496024,"gmtModify":1731521500143,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Alibaba should still be strong. The outlook is promising","listText":"Alibaba should still be strong. The outlook is promising","text":"Alibaba should still be strong. The outlook is promising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370615658656112","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370045556568136,"gmtCreate":1731365664818,"gmtModify":1731365668081,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$ocbc bank(O39.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> ⭐","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$ocbc bank(O39.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> ⭐","text":"$ocbc bank(O39.SI)$ ⭐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370045556568136","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369908434518368,"gmtCreate":1731350404884,"gmtModify":1731350408090,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Let's hope our eoy rally is in progress. Long may it continue","listText":"Let's hope our eoy rally is in progress. Long may it continue","text":"Let's hope our eoy rally is in progress. Long may it continue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369908434518368","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369876272144640,"gmtCreate":1731342550582,"gmtModify":1731342554430,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Everything seems to point to a good result for these stocks it'll probably drop for a bit with short sellers taking advantage and pick up later","listText":"Everything seems to point to a good result for these stocks it'll probably drop for a bit with short sellers taking advantage and pick up later","text":"Everything seems to point to a good result for these stocks it'll probably drop for a bit with short sellers taking advantage and pick up later","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/369876272144640","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369859781439672,"gmtCreate":1731320219953,"gmtModify":1731320223476,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"His loss our gain⭐","listText":"His loss our gain⭐","text":"His loss our gain⭐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369859781439672","repostId":"1144236500","repostType":2,"repost":{"id":"1144236500","pubTimestamp":1731314724,"share":"https://ttm.financial/m/news/1144236500?lang=&edition=fundamental","pubTime":"2024-11-11 16:45","market":"us","language":"en","title":"\"Britain’s Warren Buffett\" Shuns Nvidia Shares on Fears AI Hype Is Overblown","url":"https://stock-news.laohu8.com/highlight/detail?id=1144236500","media":"Bloomberg","summary":"The doubts contributed to a selloff which erased about $900 billion from Nvidia’s market value from a June peak to an August low, although the shares have since rebounded.AI enthusiasts note that Nvidia’s biggest customers, including Microsoft Corp. and Alphabet Inc., have pledged to pump more into capital spending after splashing a record $59 billion into data center gear and other fixed assets in the third quarter. Strategists expect the company to record a net profit margin of 56% in the 2025","content":"<html><head></head><body><ul style=\"\"><li><p>Fund manager says chipmaker lacks predictable earnings stream</p></li><li><p>Margins may not last and firm could lose its dominance: Smith</p></li></ul><p>Nvidia Corp.’s stock has almost tripled this year, and Wall Street analysts are overwhelmingly positive on the chipmaker.</p><p style=\"text-align: start;\">But, Terry Smith isn’t impressed.</p><p style=\"text-align: start;\">The money manager, who’s been dubbed by the UK press as Britain’s Warren Buffett, is skeptical as he says the world’s largest stock lacks a predictable earnings stream and a strong track record of high return on capital. Smith is avoiding the shares even as he acknowledges that such a move undercuts his portfolio’s performance.</p><p style=\"text-align: start;\">“I’m not confident that we know what the future of AI is because there are almost no applications people are paying for,” Smith said in a Nov. 5 interview in Tokyo. “Will they be willing to pay on a sufficient scale and a sufficient price to justify this? Because if not, the suppliers of the chips are going to have a problem.”</p><p>Smith’s caution strikes at one of the biggest concerns about the future of the artificial intelligence industry: will the revenue generated by the technology ultimately justify the billions of dollars of investments the firms have plowed in? The doubts contributed to a selloff which erased about $900 billion from Nvidia’s market value from a June peak to an August low, although the shares have since rebounded.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9b46577c5f0673d336960b090e946527\" tg-width=\"1200\" tg-height=\"675\"/></p><p>AI enthusiasts note that Nvidia’s biggest customers, including Microsoft Corp. and Alphabet Inc., have pledged to pump more into capital spending after splashing a record $59 billion into data center gear and other fixed assets in the third quarter. Strategists expect the company to record a net profit margin of 56% in the 2025 fiscal year as tech firms continue to boost AI spending to keep up with rivals.</p><p>But, Smith thinks such hefty margins may not last. “Even if AI is the next big thing and we’re going to be paying enough money to justify it, is there just going to be one manufacturer of these chips?” he said. “If you are making fantastic returns, it attracts competition.”</p><p style=\"text-align: start;\">“In fact, if you look at the people who are the big users of the microprocessors that Nvidia is supplying, such as Microsoft, Amazon and Oracle, they have a history of developing their own,” he added.</p><p style=\"text-align: start;\">Smith’s Fundsmith Equity Fund returned 9% this year in dollar terms, trailing the MSCI World Index of developing-market stocks which has gained almost 20%.</p><p style=\"text-align: start;\">The underperformance is due to “concentration of performance amongst a handful of stocks,” Smith said, adding that the rising popularity of index funds is fueling this trend.</p><p style=\"text-align: start;\">“The popularity of index funds is worrying,” he said. “A lot of people call them passive. But they are not passive. They are momentum strategy. And the momentum will last until it doesn’t.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Britain’s Warren Buffett\" Shuns Nvidia Shares on Fears AI Hype Is Overblown</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\">\n\"Britain’s Warren Buffett\" Shuns Nvidia Shares on Fears AI Hype Is Overblown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-11 16:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-11-11/terry-smith-shuns-nvidia-shares-on-fears-ai-hype-is-overblown?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fund manager says chipmaker lacks predictable earnings streamMargins may not last and firm could lose its dominance: SmithNvidia Corp.’s stock has almost tripled this year, and Wall Street analysts ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-11-11/terry-smith-shuns-nvidia-shares-on-fears-ai-hype-is-overblown?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2024-11-11/terry-smith-shuns-nvidia-shares-on-fears-ai-hype-is-overblown?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144236500","content_text":"Fund manager says chipmaker lacks predictable earnings streamMargins may not last and firm could lose its dominance: SmithNvidia Corp.’s stock has almost tripled this year, and Wall Street analysts are overwhelmingly positive on the chipmaker.But, Terry Smith isn’t impressed.The money manager, who’s been dubbed by the UK press as Britain’s Warren Buffett, is skeptical as he says the world’s largest stock lacks a predictable earnings stream and a strong track record of high return on capital. Smith is avoiding the shares even as he acknowledges that such a move undercuts his portfolio’s performance.“I’m not confident that we know what the future of AI is because there are almost no applications people are paying for,” Smith said in a Nov. 5 interview in Tokyo. “Will they be willing to pay on a sufficient scale and a sufficient price to justify this? Because if not, the suppliers of the chips are going to have a problem.”Smith’s caution strikes at one of the biggest concerns about the future of the artificial intelligence industry: will the revenue generated by the technology ultimately justify the billions of dollars of investments the firms have plowed in? The doubts contributed to a selloff which erased about $900 billion from Nvidia’s market value from a June peak to an August low, although the shares have since rebounded.AI enthusiasts note that Nvidia’s biggest customers, including Microsoft Corp. and Alphabet Inc., have pledged to pump more into capital spending after splashing a record $59 billion into data center gear and other fixed assets in the third quarter. Strategists expect the company to record a net profit margin of 56% in the 2025 fiscal year as tech firms continue to boost AI spending to keep up with rivals.But, Smith thinks such hefty margins may not last. “Even if AI is the next big thing and we’re going to be paying enough money to justify it, is there just going to be one manufacturer of these chips?” he said. “If you are making fantastic returns, it attracts competition.”“In fact, if you look at the people who are the big users of the microprocessors that Nvidia is supplying, such as Microsoft, Amazon and Oracle, they have a history of developing their own,” he added.Smith’s Fundsmith Equity Fund returned 9% this year in dollar terms, trailing the MSCI World Index of developing-market stocks which has gained almost 20%.The underperformance is due to “concentration of performance amongst a handful of stocks,” Smith said, adding that the rising popularity of index funds is fueling this trend.“The popularity of index funds is worrying,” he said. “A lot of people call them passive. But they are not passive. They are momentum strategy. And the momentum will last until it doesn’t.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369144805888192,"gmtCreate":1731164785861,"gmtModify":1731202515265,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"inefficiency is built in to government can one person change the tide? the media lash back at simple reforms is going to be Interesting. good luck Elon. he'd be in a job for life.","listText":"inefficiency is built in to government can one person change the tide? the media lash back at simple reforms is going to be Interesting. good luck Elon. he'd be in a job for life.","text":"inefficiency is built in to government can one person change the tide? the media lash back at simple reforms is going to be Interesting. good luck Elon. he'd be in a job for life.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369144805888192","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368814260633824,"gmtCreate":1731084087155,"gmtModify":1731085480640,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Hopefully BTC status as a safe have will pump price so we can take advantage.⭐","listText":"Hopefully BTC status as a safe have will pump price so we can take advantage.⭐","text":"Hopefully BTC status as a safe have will pump price so we can take advantage.⭐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368814260633824","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368829663305848,"gmtCreate":1731083980539,"gmtModify":1731083985318,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"The policy is strong but our trading instincts for more are stronger. Wait it will bounce ⭐","listText":"The policy is strong but our trading instincts for more are stronger. Wait it will bounce ⭐","text":"The policy is strong but our trading instincts for more are stronger. Wait it will bounce ⭐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368829663305848","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":367420491722856,"gmtCreate":1730717348398,"gmtModify":1730719515701,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Looks like bh pulling back due to warning signs all round economies. Hi gold low&nbsp;oil etc. they are getting similar returns on what they hold so no loss to b.h. but may seem like a good chance to breach the moat if prices do fall on apple. Let's hope it reaches us.","listText":"Looks like bh pulling back due to warning signs all round economies. Hi gold low&nbsp;oil etc. they are getting similar returns on what they hold so no loss to b.h. but may seem like a good chance to breach the moat if prices do fall on apple. Let's hope it reaches us.","text":"Looks like bh pulling back due to warning signs all round economies. Hi gold low oil etc. they are getting similar returns on what they hold so no loss to b.h. but may seem like a good chance to breach the moat if prices do fall on apple. Let's hope it reaches us.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":129,"commentSize":0,"repostSize":34,"link":"https://ttm.financial/post/367420491722856","isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366518226079840,"gmtCreate":1730490382987,"gmtModify":1730490386965,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; up coming g merger talks make this attractive mag go to 31","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; up coming g merger talks make this attractive mag go to 31","text":"$Intel(INTC)$ up coming g merger talks make this attractive mag go to 31","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/366518226079840","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366370581319992,"gmtCreate":1730489648117,"gmtModify":1730489652428,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; but as the caption says dios are good for those trying to squeeze a margin","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; but as the caption says dios are good for those trying to squeeze a margin","text":"$NVIDIA Corp(NVDA)$ but as the caption says dios are good for those trying to squeeze a margin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/366370581319992","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351695100076296,"gmtCreate":1726901714969,"gmtModify":1726901719940,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TGL\">$Treasure Global Inc.(TGL)$ </a> active post market maybe another opportunity?","listText":"<a href=\"https://ttm.financial/S/TGL\">$Treasure Global Inc.(TGL)$ </a> active post market maybe another opportunity?","text":"$Treasure Global Inc.(TGL)$ active post market maybe another opportunity?","images":[{"img":"https://community-static.tradeup.com/news/6e7f8eeb790982072cb27fe2475dcd68","width":"720","height":"1102"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/351695100076296","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":366186282786816,"gmtCreate":1730401613155,"gmtModify":1730401619349,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Up up up⭐ BTC to hit&nbsp;75000+ added EFT to push prices higher as more xa. Access","listText":"Up up up⭐ BTC to hit&nbsp;75000+ added EFT to push prices higher as more xa. Access","text":"Up up up⭐ BTC to hit 75000+ added EFT to push prices higher as more xa. Access","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/366186282786816","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356441006854208,"gmtCreate":1728031203532,"gmtModify":1728031208367,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Ok I guess its up to the good peopleple of Amazon to prove their worth in this upcoming seasonal market.","listText":"Ok I guess its up to the good peopleple of Amazon to prove their worth in this upcoming seasonal market.","text":"Ok I guess its up to the good peopleple of Amazon to prove their worth in this upcoming seasonal market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/356441006854208","repostId":"1119427396","repostType":4,"repost":{"id":"1119427396","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":1728049356,"share":"https://ttm.financial/m/news/1119427396?lang=&edition=fundamental","pubTime":"2024-10-04 21:42","market":"us","language":"en","title":"Amazon Rises 3% as the E-Commerce Firm Is Hiring 250,000 for Holiday Season","url":"https://stock-news.laohu8.com/highlight/detail?id=1119427396","media":"Tiger Newspress","summary":"Amazon.com Inc. will bring on about 250,000 people in the US for the holiday shopping rush, unchanged from last year and an indication that the company expects steady demand in its biggest market.The ","content":"<html><head></head><body><p>Amazon.com Inc. will bring on about 250,000 people in the US for the holiday shopping rush, unchanged from last year and an indication that the company expects steady demand in its biggest market.</p><p>The bar might be a touch high for Amazon.com&#39;s holiday financial outlook, Morgan Stanley argued on Thursday.</p><p>Analysts led by Brian Nowak, who rates the e-commerce firm&#39;s stock at Overweight with a price target of $210, highlight Amazon&#39;s focus on lower-priced, lower-margin essentials that are weighing on margins overall and holding back profit growth in its North America retail segment.</p><p>Amazon shares rose 3% in morning trading on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/31b2f60ddb98fd3ac5e476717042d203\" tg-width=\"747\" tg-height=\"625\"/></p><p>&#34;Expected discounting in a competitive holiday season (and picky discretionary consumer) create further near-term uncertainty,&#34; analysts wrote.</p><p>Morgan Stanley notes that its fourth-quarter earnings before interest and tax is about 1% below Wall Street&#39;s estimate of about $17.5 billion. Though the team remains bullish on Amazon into 2025, it expects the company to guide fourth-quarter Ebit below the Street&#39;s estimate.</p><p>&#34;We could see some tactical weakness from this, but are buyers on weakness after the potential numbers reset,&#34; analysts continued. The profit challenges are temporary, they added, and homing in on essentials is key to driving lasting top-line growth.</p><p>The online retailer, which typically announces its fall hiring binge to attract new recruits, recently said it was raising hourly pay by at least $1.50 to more than $22 an hour for its 800,000 US transportation and warehousing workers.</p><p style=\"text-align: start;\">Overall, Challenger, Gray &amp; Christmas Inc. forecasts that retailers will add 520,000 jobs during the last three months of the year, down about 8% from 2023 amid a softening labor market and economy. Last month, Target Corp. said it would hire about 100,000 seasonal staff, the same as a year ago.</p><p>Some forecasts are more upbeat for e-commerce. Adobe Inc. expects US shoppers to spend some $240.8 billion online in November and December, up 8.4% from the prior year.</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>Amazon Rises 3% as the E-Commerce Firm Is Hiring 250,000 for Holiday Season</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\">\nAmazon Rises 3% as the E-Commerce Firm Is Hiring 250,000 for Holiday Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-10-04 21:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Amazon.com Inc. will bring on about 250,000 people in the US for the holiday shopping rush, unchanged from last year and an indication that the company expects steady demand in its biggest market.</p><p>The bar might be a touch high for Amazon.com&#39;s holiday financial outlook, Morgan Stanley argued on Thursday.</p><p>Analysts led by Brian Nowak, who rates the e-commerce firm&#39;s stock at Overweight with a price target of $210, highlight Amazon&#39;s focus on lower-priced, lower-margin essentials that are weighing on margins overall and holding back profit growth in its North America retail segment.</p><p>Amazon shares rose 3% in morning trading on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/31b2f60ddb98fd3ac5e476717042d203\" tg-width=\"747\" tg-height=\"625\"/></p><p>&#34;Expected discounting in a competitive holiday season (and picky discretionary consumer) create further near-term uncertainty,&#34; analysts wrote.</p><p>Morgan Stanley notes that its fourth-quarter earnings before interest and tax is about 1% below Wall Street&#39;s estimate of about $17.5 billion. Though the team remains bullish on Amazon into 2025, it expects the company to guide fourth-quarter Ebit below the Street&#39;s estimate.</p><p>&#34;We could see some tactical weakness from this, but are buyers on weakness after the potential numbers reset,&#34; analysts continued. The profit challenges are temporary, they added, and homing in on essentials is key to driving lasting top-line growth.</p><p>The online retailer, which typically announces its fall hiring binge to attract new recruits, recently said it was raising hourly pay by at least $1.50 to more than $22 an hour for its 800,000 US transportation and warehousing workers.</p><p style=\"text-align: start;\">Overall, Challenger, Gray &amp; Christmas Inc. forecasts that retailers will add 520,000 jobs during the last three months of the year, down about 8% from 2023 amid a softening labor market and economy. Last month, Target Corp. said it would hire about 100,000 seasonal staff, the same as a year ago.</p><p>Some forecasts are more upbeat for e-commerce. Adobe Inc. expects US shoppers to spend some $240.8 billion online in November and December, up 8.4% from the prior year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119427396","content_text":"Amazon.com Inc. will bring on about 250,000 people in the US for the holiday shopping rush, unchanged from last year and an indication that the company expects steady demand in its biggest market.The bar might be a touch high for Amazon.com's holiday financial outlook, Morgan Stanley argued on Thursday.Analysts led by Brian Nowak, who rates the e-commerce firm's stock at Overweight with a price target of $210, highlight Amazon's focus on lower-priced, lower-margin essentials that are weighing on margins overall and holding back profit growth in its North America retail segment.Amazon shares rose 3% in morning trading on Friday.\"Expected discounting in a competitive holiday season (and picky discretionary consumer) create further near-term uncertainty,\" analysts wrote.Morgan Stanley notes that its fourth-quarter earnings before interest and tax is about 1% below Wall Street's estimate of about $17.5 billion. Though the team remains bullish on Amazon into 2025, it expects the company to guide fourth-quarter Ebit below the Street's estimate.\"We could see some tactical weakness from this, but are buyers on weakness after the potential numbers reset,\" analysts continued. The profit challenges are temporary, they added, and homing in on essentials is key to driving lasting top-line growth.The online retailer, which typically announces its fall hiring binge to attract new recruits, recently said it was raising hourly pay by at least $1.50 to more than $22 an hour for its 800,000 US transportation and warehousing workers.Overall, Challenger, Gray & Christmas Inc. forecasts that retailers will add 520,000 jobs during the last three months of the year, down about 8% from 2023 amid a softening labor market and economy. Last month, Target Corp. said it would hire about 100,000 seasonal staff, the same as a year ago.Some forecasts are more upbeat for e-commerce. Adobe Inc. expects US shoppers to spend some $240.8 billion online in November and December, up 8.4% from the prior year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366166873292824,"gmtCreate":1730396778653,"gmtModify":1730396782947,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Nvidia will stay strong for a while it's got big backers. hopefully the ai issues at msft might give prices a ride prices","listText":"Nvidia will stay strong for a while it's got big backers. hopefully the ai issues at msft might give prices a ride prices","text":"Nvidia will stay strong for a while it's got big backers. hopefully the ai issues at msft might give prices a ride prices","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/366166873292824","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353444511096872,"gmtCreate":1727326946399,"gmtModify":1727326949896,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Thanks for sharing one to watch","listText":"Thanks for sharing one to watch","text":"Thanks for sharing one to watch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353444511096872","repostId":"2470417650","repostType":2,"repost":{"id":"2470417650","pubTimestamp":1727198229,"share":"https://ttm.financial/m/news/2470417650?lang=&edition=fundamental","pubTime":"2024-09-25 01:17","market":"us","language":"en","title":"Grab Holdings Limited's (NASDAQ:GRAB) institutional shareholders had a great week as one-year returns increased after a 4.3% gain last week","url":"https://stock-news.laohu8.com/highlight/detail?id=2470417650","media":"Simply Wall St.","summary":"Institutions' substantial holdings in Grab Holdings implies that they have significant influence over the company's share price. Ownership research along with  analyst forecasts data  help provide a good understanding of opportunities in a stock. Every investor in Grab Holdings Limited  should be aware of the most powerful shareholder groups. With 42% stake, institutions possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises .And as as result, institutional investors reaped the most rewards after the company's stock price gained 4.3% last week. The gains from last week would have further boosted the one-year return to shareholders which currently stand at 6.4%.Let's take a closer look to see what the different types of shareholders can tell us about Grab Holdings.NasdaqGS:GRAB Earnings and Revenue Growth September 24th 2024. The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects in","content":"<html><body><h3>Key Insights</h3>\n<ul>\n<li> Institutions' substantial holdings in <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> implies that they have significant influence over the company's share price </li>\n<li> The top 9 shareholders own 50% of the company </li>\n<li> Ownership research along with  analyst forecasts data  help provide a good understanding of opportunities in a stock </li>\n</ul>\n<p> Every investor in Grab Holdings Limited (NASDAQ:GRAB) should be aware of the most powerful shareholder groups. With 42% stake, institutions possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn). </p>\n<p> And as as result, institutional investors reaped the most rewards after the company's stock price gained 4.3% last week. The gains from last week would have further boosted the one-year return to shareholders which currently stand at 6.4%. </p>\n<p> Let's take a closer look to see what the different types of shareholders can tell us about Grab Holdings. </p>\n<p><span> Check out our latest analysis for Grab Holdings </span></p>\n<figure>\n<img height=\"366\" src=\"https://s.yimg.com/uu/api/res/1.2/QbI3Y3I79QYvlwiKOLyJaA--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/ee1fff3b451d6e84ebe9965438390fc0\" width=\"821\"/>\n<figcaption>\n  NasdaqGS:GRAB Ownership Breakdown September 24th 2024\n </figcaption>\n</figure>\n<h2>What Does The Institutional Ownership Tell Us About Grab Holdings?</h2>\n<p> Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices. </p>\n<p> Grab Holdings already has institutions on the share registry. Indeed, they own a respectable stake in the company. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Grab Holdings' earnings history below. Of course, the future is what really matters. </p>\n<figure>\n<img height=\"524\" src=\"https://s1.yimg.com/uu/api/res/1.2/7pPkeLe1tt5ZipeYHF3AJw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/758e2c67ae42634f6e04051520f37546\" width=\"821\"/>\n<figcaption>\n  NasdaqGS:GRAB Earnings and Revenue Growth September 24th 2024\n </figcaption>\n</figure>\n<p> We note that hedge funds don't have a meaningful investment in Grab Holdings. Looking at our data, we can see that the largest shareholder is Uber Technologies, Inc. with 14% of shares outstanding. Meanwhile, the second and third largest shareholders, hold 10% and 5.6%, of the shares outstanding, respectively. </p>\n<p> On further inspection, we found that more than half the company's shares are owned by the top 9 shareholders, suggesting that the interests of the larger shareholders are balanced out to an extent by the smaller ones. </p>\n<p> Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. Quite a few analysts cover the stock, so you could look into forecast growth quite easily. </p>\n<h2>Insider Ownership Of Grab Holdings</h2>\n<p> The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it. </p>\n<p> I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions. </p>\n<p> Our most recent data indicates that insiders own some shares in Grab Holdings Limited. The insiders have a meaningful stake worth US$447m. It is good to see this level of investment. You can check here to see if those insiders have been buying recently.  </p>\n<h2>General Public Ownership</h2>\n<p> The general public-- including retail investors -- own 21% stake in the company, and hence can't easily be ignored. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. </p>\n<h2>Private Equity Ownership</h2>\n<p> Private equity firms hold a 10% stake in Grab Holdings. This suggests they can be influential in key policy decisions. Some investors might be encouraged by this, since private equity are sometimes able to encourage strategies that help the market see the value in the company. Alternatively, those holders might be exiting the investment after taking it public. </p>\n<h2>Public Company Ownership</h2>\n<p> We can see that public companies hold 24% of the Grab Holdings shares on issue. We can't be certain but it is quite possible this is a strategic stake. The businesses may be similar, or work together. </p>\n<h2>Next Steps:</h2>\n<p> I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. </p>\n<p> <strong>Many find it useful</strong> to take an in depth look at how a company has performed in the past. You can access this <strong>detailed graph</strong> of past earnings, revenue and cash flow. </p>\n<p> Ultimately <strong>the future is most important</strong>. You can access this <strong>free</strong> report on analyst forecasts for the company. </p>\n<p><small>NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.</small></p>\n<p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><br/><br/><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i><br/><br/></p></body></html>","source":"yahoofinance","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>Grab Holdings Limited's (NASDAQ:GRAB) institutional shareholders had a great week as one-year returns increased after a 4.3% gain last week</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\">\nGrab Holdings Limited's (NASDAQ:GRAB) institutional shareholders had a great week as one-year returns increased after a 4.3% gain last week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-25 01:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/grab-holdings-limiteds-nasdaq-grab-171709072.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Insights\n\n Institutions' substantial holdings in Grab Holdings implies that they have significant influence over the company's share price \n The top 9 shareholders own 50% of the company \n ...</p>\n\n<a href=\"https://finance.yahoo.com/news/grab-holdings-limiteds-nasdaq-grab-171709072.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/SYyLLE_TGxESmxaHD10fMQ--~B/aD00MzI7dz0xMTk0O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/simply_wall_st__316/976387f9691d9e9c613091b5dddac717","relate_stocks":{"QID":"纳指两倍做空ETF","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","GRABW":"Grab Holdings WTS 2026/01/12 11.5C","BK4230":"旅客陆运","GRAB":"Grab Holdings","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","QLD":"纳指两倍做多ETF","SQQQ":"纳指三倍做空ETF","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999013478.USD":"利安新加坡股息基金","PSQ":"纳指反向ETF","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","BK4585":"ETF&股票定投概念","BK4112":"金融交易所和数据","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","TQQQ":"纳指三倍做多ETF","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A",".IXIC":"NASDAQ Composite","BK4022":"陆运","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","NDAQ":"纳斯达克OMX交易所","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","BK4122":"互联网与直销零售","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","BK4588":"碎股"},"source_url":"https://finance.yahoo.com/news/grab-holdings-limiteds-nasdaq-grab-171709072.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2470417650","content_text":"Key Insights\n\n Institutions' substantial holdings in Grab Holdings implies that they have significant influence over the company's share price \n The top 9 shareholders own 50% of the company \n Ownership research along with  analyst forecasts data  help provide a good understanding of opportunities in a stock \n\n Every investor in Grab Holdings Limited (NASDAQ:GRAB) should be aware of the most powerful shareholder groups. With 42% stake, institutions possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn). \n And as as result, institutional investors reaped the most rewards after the company's stock price gained 4.3% last week. The gains from last week would have further boosted the one-year return to shareholders which currently stand at 6.4%. \n Let's take a closer look to see what the different types of shareholders can tell us about Grab Holdings. \n Check out our latest analysis for Grab Holdings \n\n\n\n  NasdaqGS:GRAB Ownership Breakdown September 24th 2024\n \n\nWhat Does The Institutional Ownership Tell Us About Grab Holdings?\n Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices. \n Grab Holdings already has institutions on the share registry. Indeed, they own a respectable stake in the company. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Grab Holdings' earnings history below. Of course, the future is what really matters. \n\n\n\n  NasdaqGS:GRAB Earnings and Revenue Growth September 24th 2024\n \n\n We note that hedge funds don't have a meaningful investment in Grab Holdings. Looking at our data, we can see that the largest shareholder is Uber Technologies, Inc. with 14% of shares outstanding. Meanwhile, the second and third largest shareholders, hold 10% and 5.6%, of the shares outstanding, respectively. \n On further inspection, we found that more than half the company's shares are owned by the top 9 shareholders, suggesting that the interests of the larger shareholders are balanced out to an extent by the smaller ones. \n Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. Quite a few analysts cover the stock, so you could look into forecast growth quite easily. \nInsider Ownership Of Grab Holdings\n The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it. \n I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions. \n Our most recent data indicates that insiders own some shares in Grab Holdings Limited. The insiders have a meaningful stake worth US$447m. It is good to see this level of investment. You can check here to see if those insiders have been buying recently.  \nGeneral Public Ownership\n The general public-- including retail investors -- own 21% stake in the company, and hence can't easily be ignored. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. \nPrivate Equity Ownership\n Private equity firms hold a 10% stake in Grab Holdings. This suggests they can be influential in key policy decisions. Some investors might be encouraged by this, since private equity are sometimes able to encourage strategies that help the market see the value in the company. Alternatively, those holders might be exiting the investment after taking it public. \nPublic Company Ownership\n We can see that public companies hold 24% of the Grab Holdings shares on issue. We can't be certain but it is quite possible this is a strategic stake. The businesses may be similar, or work together. \nNext Steps:\n I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. \n Many find it useful to take an in depth look at how a company has performed in the past. You can access this detailed graph of past earnings, revenue and cash flow. \n Ultimately the future is most important. You can access this free report on analyst forecasts for the company. \nNB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.\nHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373084359209352,"gmtCreate":1732130535487,"gmtModify":1732130539638,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"S&amp;p up to 6300?To the moon!⭐","listText":"S&amp;p up to 6300?To the moon!⭐","text":"S&p up to 6300?To the moon!⭐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373084359209352","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356224474255504,"gmtCreate":1727978423663,"gmtModify":1728010253918,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"The rise of the A.I. markets is still relatively small and it's possible estimates are conservative. Is amd&nbsp;placed well for the fight for market share there?&nbsp;and moving into new territories left vacant by intel too. The possibilities are bright. Worth a risk now and hold for the take off to come?🚀🚀🚀","listText":"The rise of the A.I. markets is still relatively small and it's possible estimates are conservative. Is amd&nbsp;placed well for the fight for market share there?&nbsp;and moving into new territories left vacant by intel too. The possibilities are bright. Worth a risk now and hold for the take off to come?🚀🚀🚀","text":"The rise of the A.I. markets is still relatively small and it's possible estimates are conservative. Is amd placed well for the fight for market share there? and moving into new territories left vacant by intel too. The possibilities are bright. Worth a risk now and hold for the take off to come?🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356224474255504","repostId":"1136164227","repostType":2,"repost":{"id":"1136164227","pubTimestamp":1727967753,"share":"https://ttm.financial/m/news/1136164227?lang=&edition=fundamental","pubTime":"2024-10-03 23:02","market":"us","language":"en","title":"AMD Rises After BofA Keeps Buy Rating Ahead of AI Event Spurring Investor Debate","url":"https://stock-news.laohu8.com/highlight/detail?id=1136164227","media":"Seeking Alpha","summary":"Advanced Micro Devices' stock rose about 3% on Thursday after BofA Securities maintained its Buy rating ahead of the company's AI event on Oct. 10.Analysts led by Vivek Arya said their top AI picks re","content":"<html><head></head><body><p>Advanced Micro Devices&#39; stock rose about 3% on Thursday after BofA Securities maintained its Buy rating ahead of the company&#39;s AI event on Oct. 10.</p><p style=\"text-align: left;\">Analysts led by Vivek Arya said their top AI picks remain Nvidia (NVDA) and Broadcom (AVGO). However, they noted that AMD&#39;s rating was maintained because the company is uniquely positioned for — CPU Share gains: AMD can capitalize in PC/server and CPU share market by taking share from Intel (INTC), which remains in turmoil with frequent restructuring.</p><p style=\"text-align: left;\">The second is, AI growth: Ride the expanding AI market (2027 AI accelerator total addressable market, or TAM, at over $400B, according to AMD) where the leader Nvidia continues to expand the addressable market that is always looking for alternative merchant and application-specific integrated circuit, or ASIC, suppliers, according to the analysts.</p><p style=\"text-align: left;\">Last year AMD&#39;s event, known as Advancing AI, was held on Dec. 6 and produced 19%/80% stock returns 1/3 months later (compared to Philadelphia Semiconductor Index (SOX) up 10%/37%), as AMD unveiled a massive $400B 2027 TAM in AI accelerators, the analysts added.</p><p style=\"text-align: left;\">Similarly, roadmap updates in AI (MI-325/250/400) and server CPU (Zen-5 based Turin, versus Intel Granite Rapids) with supporting cloud customer comments could reinvigorate AMD stock, which is up about 9% year-to-date, well below SOX which has risen around 22%, as per the analysts.</p><p style=\"text-align: left;\">However, the competitive landscape is getting crowded, while expectations are already high with investors expecting AMD to boost 2024 AI sales by another 10% to over $5B, while showing a path to doubling it year-over-year to $10B in 2025, BofA noted.</p><p style=\"text-align: left;\">Arya and his team added that current consensus of $5.1B/$9.7B/$12.8B for &#39;24/25/26 AI sales implies that AMD&#39;s accelerator market share likely remains around 5% to 7%, well below its 20%+ share in consumer CPU and gaming GPU.</p><p style=\"text-align: left;\">The analysts said that AMD is off to a remarkable start but it could be tougher to carve a bigger niche between Nvidia&#39;s over 80% to 85% share, cloud incumbency, over 15-years software/developer lead on one extreme, and the nearly 10% market share presence of cost-optimized custom ASICs from Broadcom /Marvell Technology (MRVL) on the other extreme.</p><p style=\"text-align: left;\">However, if, AMD is able to show a path to 10% AI share by 2026, it would conceptually add around $5B (on top of $12.6B) in sales, with scenario EPS of around $8-$9 (vs. consensus at $7.37).</p><p style=\"text-align: left;\">Advanced Micro Devices (AMD) has a Hold rating at Seeking Alpha&#39;s Quant Rating system, which consistently beats the market. Meanwhile, the Seeking Alpha authors&#39; average rating is more positive with a Buy, and so is the average Wall Street analysts&#39; rating Buy.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Rises After BofA Keeps Buy Rating Ahead of AI Event Spurring Investor Debate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Rises After BofA Keeps Buy Rating Ahead of AI Event Spurring Investor Debate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-03 23:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4156058-amd-rises-after-bofa-keeps-buy-rating-ahead-of-ai-event-spurring-investor-debate><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices' stock rose about 3% on Thursday after BofA Securities maintained its Buy rating ahead of the company's AI event on Oct. 10.Analysts led by Vivek Arya said their top AI picks ...</p>\n\n<a href=\"https://seekingalpha.com/news/4156058-amd-rises-after-bofa-keeps-buy-rating-ahead-of-ai-event-spurring-investor-debate\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/news/4156058-amd-rises-after-bofa-keeps-buy-rating-ahead-of-ai-event-spurring-investor-debate","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1136164227","content_text":"Advanced Micro Devices' stock rose about 3% on Thursday after BofA Securities maintained its Buy rating ahead of the company's AI event on Oct. 10.Analysts led by Vivek Arya said their top AI picks remain Nvidia (NVDA) and Broadcom (AVGO). However, they noted that AMD's rating was maintained because the company is uniquely positioned for — CPU Share gains: AMD can capitalize in PC/server and CPU share market by taking share from Intel (INTC), which remains in turmoil with frequent restructuring.The second is, AI growth: Ride the expanding AI market (2027 AI accelerator total addressable market, or TAM, at over $400B, according to AMD) where the leader Nvidia continues to expand the addressable market that is always looking for alternative merchant and application-specific integrated circuit, or ASIC, suppliers, according to the analysts.Last year AMD's event, known as Advancing AI, was held on Dec. 6 and produced 19%/80% stock returns 1/3 months later (compared to Philadelphia Semiconductor Index (SOX) up 10%/37%), as AMD unveiled a massive $400B 2027 TAM in AI accelerators, the analysts added.Similarly, roadmap updates in AI (MI-325/250/400) and server CPU (Zen-5 based Turin, versus Intel Granite Rapids) with supporting cloud customer comments could reinvigorate AMD stock, which is up about 9% year-to-date, well below SOX which has risen around 22%, as per the analysts.However, the competitive landscape is getting crowded, while expectations are already high with investors expecting AMD to boost 2024 AI sales by another 10% to over $5B, while showing a path to doubling it year-over-year to $10B in 2025, BofA noted.Arya and his team added that current consensus of $5.1B/$9.7B/$12.8B for '24/25/26 AI sales implies that AMD's accelerator market share likely remains around 5% to 7%, well below its 20%+ share in consumer CPU and gaming GPU.The analysts said that AMD is off to a remarkable start but it could be tougher to carve a bigger niche between Nvidia's over 80% to 85% share, cloud incumbency, over 15-years software/developer lead on one extreme, and the nearly 10% market share presence of cost-optimized custom ASICs from Broadcom /Marvell Technology (MRVL) on the other extreme.However, if, AMD is able to show a path to 10% AI share by 2026, it would conceptually add around $5B (on top of $12.6B) in sales, with scenario EPS of around $8-$9 (vs. consensus at $7.37).Advanced Micro Devices (AMD) has a Hold rating at Seeking Alpha's Quant Rating system, which consistently beats the market. Meanwhile, the Seeking Alpha authors' average rating is more positive with a Buy, and so is the average Wall Street analysts' rating Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366485862195296,"gmtCreate":1730482481648,"gmtModify":1730482486752,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"It could be Google a prolific platform with dominance in most tech.&nbsp;","listText":"It could be Google a prolific platform with dominance in most tech.&nbsp;","text":"It could be Google a prolific platform with dominance in most tech.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/366485862195296","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353468573012008,"gmtCreate":1727332820890,"gmtModify":1727332824845,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> pre market buzz seems promising. Expecting more?","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> pre market buzz seems promising. Expecting more?","text":"$Micron Technology(MU)$ pre market buzz seems promising. Expecting more?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353468573012008","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371316806766728,"gmtCreate":1731693235022,"gmtModify":1731693240662,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"AMD looks a good buy. May go lower but it's a strong company with solid numbers","listText":"AMD looks a good buy. May go lower but it's a strong company with solid numbers","text":"AMD looks a good buy. May go lower but it's a strong company with solid numbers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371316806766728","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368826939957352,"gmtCreate":1731083397219,"gmtModify":1731083401822,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Well done Tesla crew and all who invested in you&nbsp;","listText":"Well done Tesla crew and all who invested in you&nbsp;","text":"Well done Tesla crew and all who invested in you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368826939957352","repostId":"1173599608","repostType":2,"repost":{"id":"1173599608","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":1731079195,"share":"https://ttm.financial/m/news/1173599608?lang=&edition=fundamental","pubTime":"2024-11-08 23:19","market":"us","language":"en","title":"Tesla Hits $1 Trillion Market Cap as Stock Rallies After Trump Win","url":"https://stock-news.laohu8.com/highlight/detail?id=1173599608","media":"Tiger Newspress","summary":"Tesla Jumped 2%, Returning to $300 Milestone","content":"<html><head></head><body><p>Shares of Tesla climbed more than 6% in mid-morning trading Friday, pushing the electric vehicle maker’s market cap past $1 trillion for first time since 2022.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/008c1212a4730c84e2ea22e35c328fcc\" title=\"\" tg-width=\"800\" tg-height=\"832\"/></p><p>The company’s stock has rallied about 27% this week after President-elect Donald Trump won the U.S. presidential election and investors have grown optimistic that the former president’s return to the White House could benefit Tesla. Tesla CEO Elon Musk has been a key ally for Trump throughout his campaign, pouring at least $130 million into a pro-Trump campaign effort.</p><p>Tesla had a market cap of $807.1 billion through Tuesday’s close. Prior to this week’s rally, shares of the carmaker were up about 1% for the year. Tesla’s stock is now up about 26% year to date.</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>Tesla Hits $1 Trillion Market Cap as Stock Rallies After Trump Win</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Hits $1 Trillion Market Cap as Stock Rallies After Trump Win\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-11-08 23:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Tesla climbed more than 6% in mid-morning trading Friday, pushing the electric vehicle maker’s market cap past $1 trillion for first time since 2022.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/008c1212a4730c84e2ea22e35c328fcc\" title=\"\" tg-width=\"800\" tg-height=\"832\"/></p><p>The company’s stock has rallied about 27% this week after President-elect Donald Trump won the U.S. presidential election and investors have grown optimistic that the former president’s return to the White House could benefit Tesla. Tesla CEO Elon Musk has been a key ally for Trump throughout his campaign, pouring at least $130 million into a pro-Trump campaign effort.</p><p>Tesla had a market cap of $807.1 billion through Tuesday’s close. Prior to this week’s rally, shares of the carmaker were up about 1% for the year. Tesla’s stock is now up about 26% year to date.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173599608","content_text":"Shares of Tesla climbed more than 6% in mid-morning trading Friday, pushing the electric vehicle maker’s market cap past $1 trillion for first time since 2022.The company’s stock has rallied about 27% this week after President-elect Donald Trump won the U.S. presidential election and investors have grown optimistic that the former president’s return to the White House could benefit Tesla. Tesla CEO Elon Musk has been a key ally for Trump throughout his campaign, pouring at least $130 million into a pro-Trump campaign effort.Tesla had a market cap of $807.1 billion through Tuesday’s close. Prior to this week’s rally, shares of the carmaker were up about 1% for the year. Tesla’s stock is now up about 26% year to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369876272144640,"gmtCreate":1731342550582,"gmtModify":1731342554430,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Everything seems to point to a good result for these stocks it'll probably drop for a bit with short sellers taking advantage and pick up later","listText":"Everything seems to point to a good result for these stocks it'll probably drop for a bit with short sellers taking advantage and pick up later","text":"Everything seems to point to a good result for these stocks it'll probably drop for a bit with short sellers taking advantage and pick up later","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/369876272144640","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361634327138496,"gmtCreate":1729309505507,"gmtModify":1729309509784,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> theres big buyers there and solid business should go higher for a time. Only as good as your best ideas","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> theres big buyers there and solid business should go higher for a time. Only as good as your best ideas","text":"$NVIDIA Corp(NVDA)$ theres big buyers there and solid business should go higher for a time. Only as good as your best ideas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361634327138496","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359955723325584,"gmtCreate":1728922214654,"gmtModify":1728922218230,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Hear hear","listText":"Hear hear","text":"Hear hear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359955723325584","repostId":"2475385831","repostType":4,"repost":{"id":"2475385831","pubTimestamp":1728920894,"share":"https://ttm.financial/m/news/2475385831?lang=&edition=fundamental","pubTime":"2024-10-14 23:48","market":"sh","language":"en","title":"Tesla: Time And Patience Running Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2475385831","media":"seekingalpha","summary":"Tesla's Robotaxi event was underwhelming, with no verifiable evidence that timelines for FSD or new products are achievable.Despite Tesla's technological advantages, the company faces increasing compe","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla&#39;s Robotaxi event was underwhelming, with no verifiable evidence that timelines for FSD or new products are achievable.</p></li><li><p>Despite Tesla&#39;s technological advantages, the company faces increasing competition in the EV market, and its market share is shrinking.</p></li><li><p>Tesla&#39;s reliance on AI and cameras for self-driving tech may face regulatory hurdles, and the company&#39;s cash burn could necessitate raising funds.</p></li><li><p>Investor confidence hinges on Tesla delivering tangible products and meeting deadlines; otherwise, the stock may face significant setbacks.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/27c102d2957a441fabf3e7d7c9c5a928\" tg-width=\"750\" tg-height=\"499\"/></p><p>Yagi Studio</p><p></p><h2 id=\"id_699967888\">Thesis Summary</h2><p>Tesla, Inc. (NASDAQ:TSLA) (NEOE:TSLA:CA) revealed its new Cybercab at its We, Robot event. The company also unveiled a Cybervan and an updated Optimus robot.</p><p>The timeline for FSD and these innovations is the same as always; sometime next year.</p><p>Elon Musk cannot be faulted for his enthusiasm and perseverance, but investors are growing impatient.</p><p>While Tesla works on its new AI initiatives, it must battle to maintain market share in an increasingly competitive EV market.</p><p>The clock is ticking.</p><p>I outlined in my last article that Tesla’s lead in FSD was tenuous, though I had hoped it could leverage its superior technology. However, this event has not reassured me at all.</p><p>I am giving Tesla one more year to produce something tangible, or I will be out of the stock. I am downgrading to a neutral rating, as I believe the odds of success for Tesla diminish every passing day.</p><h2 id=\"id_2598631574\">Robotaxi Event</h2><p>Tesla’s much anticipated Robotaxi day has come and gone, and here’s what we learned from the event.</p><p>Musk unveiled a $30,000 Cybercab, projected to hit the market before 2027. On top of that, Musk unveiled the Robovan, a similar concept but with seating for up to 20 people.</p><p>According to Musk, self-driving technology will be 10-20x safer than human driving and could cost as little as $0.20 per mile, making it even cheaper than buses.</p><blockquote><p>“I think the cost of autonomous transport will be so low that you can think of it like individualised mass transit,”</p></blockquote><p>Source: Elon Musk</p><p>Finally, we got to see a lineup of Optimus robots perform a choreographed dance, with Musk reiterating that this was perhaps the largest market opportunity for Tesla. He also mentioned the humanoid robot would be available for under $30,000 at scale.</p><p>That pretty much concluded the 30-minute presentation.</p><h2 id=\"id_4111080587\">My 2 cents</h2><p>When all is said and done, I found the robotaxi event was underwhelming, and looking at the pre-market action right now, I don’t seem to be the only one.</p><p>While we got to see the vision, there was no “verifiable evidence” as Jeffries analysts put it, that any of these timelines presented were achievable, or that Tesla’s FSD had made any meaningful progress in the last few months.</p><p>Musk has repeatedly overestimated his company&#39;s ability to deliver products. It’s the kind of optimism and belief that is essential to any successful entrepreneurial venture, but perhaps not appropriate when dealing with a board of directors and public investors.</p><p>And even if Tesla can pull it off, it may take years for government agencies to approve completely self-driving cars, especially given that Tesla’s technology relies on AI and cameras, rather than Lidar.</p><p>But let’s get back to our previous question.</p><h2 id=\"id_3612930416\">Can Tesla Pull It Off?</h2><p>I’m not going to argue that driverless technology will be revolutionary. No doubt, there will be resistance to it, but we are talking about saving countless hours of labour, not to mention lives.</p><p>The ride-hailing market alone will potentially be huge, as shown by Ark research:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/972dfaaccc3637f15d1cbddf492b01ed\" tg-width=\"1280\" tg-height=\"536\"/></p><p>Ride-hail TAM (Ark)</p><p></p><p>And though I have been harsh on Tesla so far, we can’t deny it does have some advantages over its competitors.</p><p>For starters, FSD has driven way more miles than any of its competitors, although FSD does require a driver to still be at the wheel. I do believe the technology is there. Otherwise, what was the point of buying all those NVIDIA (NVDA) chips?</p><p>The other thing Tesla does have going for it is its vertically integrated supply chain. Tesla has the production capacity to quickly scale this service, not to mention its spare inventory and the many Teslas in existence that could be added to a fleet of robotaxis.</p><p>But Musk is his own worst enemy. Investors would be able to forgive Tesla for not reaching full autonomy if Musk hadn&#39;t always been so optimistic with his timelines. In my opinion, this is now working against the company, and explains, at least in part, why the stock sold off after the event.</p><h2 id=\"id_962604086\">The Clock Is Ticking</h2><p>The problem with trying to rebrand Tesla as an AI business is that it still takes in 82% of its revenues from EV sales. But Tesla’s lead in this department is quickly shrinking.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/837f7ba897746a69019b26c06feee8d1\" tg-width=\"1280\" tg-height=\"793\"/></p><p>Share of US electric vehicles (Cox Automotive)</p><p></p><p>The company’s share has fallen below 50% and things may get worse. While the Cybertruck seems to be selling well, production is still limited. Furthermore, the lack of any talk in the recent event of the Model 2, just reinforces this idea.</p><p>Tesla still has a strong presence in the US market, but it is not growing like before, and it hasn&#39;t put as much effort as its competitors to gain market share, since it is not bringing out many new models.</p><p>This adds extra pressure on Tesla to deliver something new.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c6bec6abf5aead1d8a758951e6ed9630\" tg-width=\"640\" tg-height=\"266\"/></p><p>Tesla Operating Margin (Companiesmarketcap.com)</p><p></p><p>Meanwhile, although Tesla does have a positive operating margin, it is still quite narrow, and there&#39;s a risk that all the investment in AI technology could drive margins back into negative territory. Tesla still has enough cash to keep things going for a while, but investors will need to see some payoff to all these investments sooner, rather than later.</p><h2 id=\"id_2625833188\">Final Thoughts</h2><p>All in all, the presentation was underwhelming, and it’s not enough for Musk to say stuff or show us prototypes anymore. We need to see an actual product hit the market, and the latest deadlines have to be met. Not doing so will be incredibly detrimental to investor confidence.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Time And Patience Running Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Time And Patience Running Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-14 23:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4726530-tesla-stock-time-patience-running-out-downgrade-hold><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's Robotaxi event was underwhelming, with no verifiable evidence that timelines for FSD or new products are achievable.Despite Tesla's technological advantages, the company faces increasing ...</p>\n\n<a href=\"https://seekingalpha.com/article/4726530-tesla-stock-time-patience-running-out-downgrade-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4592":"伊斯兰概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4534":"瑞士信贷持仓","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4527":"明星科技股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSLA":"特斯拉","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4574":"无人驾驶"},"source_url":"https://seekingalpha.com/article/4726530-tesla-stock-time-patience-running-out-downgrade-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2475385831","content_text":"Tesla's Robotaxi event was underwhelming, with no verifiable evidence that timelines for FSD or new products are achievable.Despite Tesla's technological advantages, the company faces increasing competition in the EV market, and its market share is shrinking.Tesla's reliance on AI and cameras for self-driving tech may face regulatory hurdles, and the company's cash burn could necessitate raising funds.Investor confidence hinges on Tesla delivering tangible products and meeting deadlines; otherwise, the stock may face significant setbacks.Yagi StudioThesis SummaryTesla, Inc. (NASDAQ:TSLA) (NEOE:TSLA:CA) revealed its new Cybercab at its We, Robot event. The company also unveiled a Cybervan and an updated Optimus robot.The timeline for FSD and these innovations is the same as always; sometime next year.Elon Musk cannot be faulted for his enthusiasm and perseverance, but investors are growing impatient.While Tesla works on its new AI initiatives, it must battle to maintain market share in an increasingly competitive EV market.The clock is ticking.I outlined in my last article that Tesla’s lead in FSD was tenuous, though I had hoped it could leverage its superior technology. However, this event has not reassured me at all.I am giving Tesla one more year to produce something tangible, or I will be out of the stock. I am downgrading to a neutral rating, as I believe the odds of success for Tesla diminish every passing day.Robotaxi EventTesla’s much anticipated Robotaxi day has come and gone, and here’s what we learned from the event.Musk unveiled a $30,000 Cybercab, projected to hit the market before 2027. On top of that, Musk unveiled the Robovan, a similar concept but with seating for up to 20 people.According to Musk, self-driving technology will be 10-20x safer than human driving and could cost as little as $0.20 per mile, making it even cheaper than buses.“I think the cost of autonomous transport will be so low that you can think of it like individualised mass transit,”Source: Elon MuskFinally, we got to see a lineup of Optimus robots perform a choreographed dance, with Musk reiterating that this was perhaps the largest market opportunity for Tesla. He also mentioned the humanoid robot would be available for under $30,000 at scale.That pretty much concluded the 30-minute presentation.My 2 centsWhen all is said and done, I found the robotaxi event was underwhelming, and looking at the pre-market action right now, I don’t seem to be the only one.While we got to see the vision, there was no “verifiable evidence” as Jeffries analysts put it, that any of these timelines presented were achievable, or that Tesla’s FSD had made any meaningful progress in the last few months.Musk has repeatedly overestimated his company's ability to deliver products. It’s the kind of optimism and belief that is essential to any successful entrepreneurial venture, but perhaps not appropriate when dealing with a board of directors and public investors.And even if Tesla can pull it off, it may take years for government agencies to approve completely self-driving cars, especially given that Tesla’s technology relies on AI and cameras, rather than Lidar.But let’s get back to our previous question.Can Tesla Pull It Off?I’m not going to argue that driverless technology will be revolutionary. No doubt, there will be resistance to it, but we are talking about saving countless hours of labour, not to mention lives.The ride-hailing market alone will potentially be huge, as shown by Ark research:Ride-hail TAM (Ark)And though I have been harsh on Tesla so far, we can’t deny it does have some advantages over its competitors.For starters, FSD has driven way more miles than any of its competitors, although FSD does require a driver to still be at the wheel. I do believe the technology is there. Otherwise, what was the point of buying all those NVIDIA (NVDA) chips?The other thing Tesla does have going for it is its vertically integrated supply chain. Tesla has the production capacity to quickly scale this service, not to mention its spare inventory and the many Teslas in existence that could be added to a fleet of robotaxis.But Musk is his own worst enemy. Investors would be able to forgive Tesla for not reaching full autonomy if Musk hadn't always been so optimistic with his timelines. In my opinion, this is now working against the company, and explains, at least in part, why the stock sold off after the event.The Clock Is TickingThe problem with trying to rebrand Tesla as an AI business is that it still takes in 82% of its revenues from EV sales. But Tesla’s lead in this department is quickly shrinking.Share of US electric vehicles (Cox Automotive)The company’s share has fallen below 50% and things may get worse. While the Cybertruck seems to be selling well, production is still limited. Furthermore, the lack of any talk in the recent event of the Model 2, just reinforces this idea.Tesla still has a strong presence in the US market, but it is not growing like before, and it hasn't put as much effort as its competitors to gain market share, since it is not bringing out many new models.This adds extra pressure on Tesla to deliver something new.Tesla Operating Margin (Companiesmarketcap.com)Meanwhile, although Tesla does have a positive operating margin, it is still quite narrow, and there's a risk that all the investment in AI technology could drive margins back into negative territory. Tesla still has enough cash to keep things going for a while, but investors will need to see some payoff to all these investments sooner, rather than later.Final ThoughtsAll in all, the presentation was underwhelming, and it’s not enough for Musk to say stuff or show us prototypes anymore. We need to see an actual product hit the market, and the latest deadlines have to be met. Not doing so will be incredibly detrimental to investor confidence.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358961239515296,"gmtCreate":1728644923764,"gmtModify":1728644927847,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Banks will stay positive but figures may tell another story. I remain optimistic but bears are hiding round the corner","listText":"Banks will stay positive but figures may tell another story. I remain optimistic but bears are hiding round the corner","text":"Banks will stay positive but figures may tell another story. I remain optimistic but bears are hiding round the corner","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/358961239515296","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354257635811600,"gmtCreate":1727496871625,"gmtModify":1727496879670,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"My meagre accounts looking good so far 4 wins 5% overall yield. Good start for rookie😅","listText":"My meagre accounts looking good so far 4 wins 5% overall yield. Good start for rookie😅","text":"My meagre accounts looking good so far 4 wins 5% overall yield. Good start for rookie😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/354257635811600","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"content":"Small beginnings, great outcome 🚀🚀🚀🌛🌛🌛🌈🌈🌈💰💰💰","text":"Small beginnings, great outcome 🚀🚀🚀🌛🌛🌛🌈🌈🌈💰💰💰","html":"Small beginnings, great outcome 🚀🚀🚀🌛🌛🌛🌈🌈🌈💰💰💰"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353628100370752,"gmtCreate":1727377419803,"gmtModify":1727377424685,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> a big player selling so late has got to rattle investors maybe a short run down?","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> a big player selling so late has got to rattle investors maybe a short run down?","text":"$Apple(AAPL)$ a big player selling so late has got to rattle investors maybe a short run down?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353628100370752","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}