18 ideas to profit from the world's hottest theme

LiveWire09-20 09:33

While some naysayers may argue that the run in the world's artificial intelligence winners' share prices is just hype, experts at Livewire Live 2024 argued that there is more where that came from. At...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2468665143?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-09-20 09:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2468665143","market":"us","top_or_hot":-1,"title":"18 ideas to profit from the world's hottest theme","media":"LiveWire","content":"<div>\n<p>While some naysayers may argue that the run in the world's artificial intelligence winners' share prices is just hype, experts at Livewire Live 2024 argued that there is more where that came from. \nAt...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/18-ideas-to-profit-from-the-world-s-hottest-theme\">Source Link</a>\n\n</div>\n","source":"livewire_stock","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>18 ideas to profit from the world's hottest theme</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\">\n18 ideas to profit from the world's hottest theme\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-20 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.livewiremarkets.com/wires/18-ideas-to-profit-from-the-world-s-hottest-theme><strong>LiveWire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While some naysayers may argue that the run in the world's artificial intelligence winners' share prices is just hype, experts at Livewire Live 2024 argued that there is more where that came from. \nAt...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/18-ideas-to-profit-from-the-world-s-hottest-theme\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"3NVD.UK","symbol_name":"LS 3X NVIDIA","start_time":0,"source_url":"https://www.livewiremarkets.com/wires/18-ideas-to-profit-from-the-world-s-hottest-theme","article_id":"2468665143","we_media_id":null,"thumbnails":[],"rights":{"source":"livewire_stock","url":"https://www.livewiremarkets.com/wires/18-ideas-to-profit-from-the-world-s-hottest-theme","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2468665143","pubTimestamp":1726796034,"sourceInfo":{"source_id":"livewire_stock","name":"Livewire Markets"},"weMediaInfo":null,"summary":"While some naysayers may argue that the run in the world's artificial intelligence winners' share prices is just hype, experts at Livewire Live 2024 argued that there is more where that came from.At this week's Livewire Live event, a panel featuring Munro Partners' Nick Griffin, Antipodes' Jacob Mitchelland Tribeca's Jun Bei Liuagreed that artificial intelligence, or AI, is experiencing a boom - one that will continue thanks to massive investments in cloud computing infrastructure and AI models created by the world's mega-cap tech companies.Sure, concerns exist - but there is real potential for AI to transform businesses across every sector through increased productivity, efficiency and new applications.When it comes down to it, artificial intelligence has come a long way over the last 12 to 18 months, but research in the field has been ongoing since the late 1950s. OpenAI, for context, the creator of ChatGPT, wasn't founded until December 2015.Source: Munro Estimates, Google, Amazon, ","collect":0,"end_time":0,"defaultTopTitle":"livewiremarkets.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"3NVD.UK":"LS 3X NVIDIA","QID":"纳指两倍做空ETF","CSCO":"思科","WDAY":"Workday","MSFT":"微软","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","BK7043":"互联网服务与基础架构","GOOGL":"谷歌A","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","JBH.AU":"JB HI-FI LTD","2NVD.UK":"2X NVIDIA ETP","NVDA":"英伟达","ZM":"Zoom","TQQQ":"纳指三倍做多ETF","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","SQQQ":"纳指三倍做空ETF","AXON":"Axon Enterprise, Inc.","QLD":"纳指两倍做多ETF","BK4220":"综合零售","PME.AU":"PRO MEDICUS LTD","GMG.AU":"GOODMAN GROUP","BK4543":"AI","LU0072462426.USD":"贝莱德全球配置 A2","BK4538":"云计算","APX.AU":"APPEN LTD","AMZN":"亚马逊","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","INTC":"英特尔","BK7061":"信息科技咨询与其它服务","COF":"第一资本",".IXIC":"NASDAQ Composite","ORCL":"甲骨文","SAP":"SAP SE","PSQ":"纳指反向ETF","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","SG9999002232.USD":"Allianz Global High Payout USD","GOOG":"谷歌","L":"洛斯公司","BK7099":"工业房地产投资信托","SG9999002224.SGD":"Allianz Global High Payout SGD","DELL":"戴尔","RDNT":"RadNet","META":"Meta Platforms","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","NXT.AU":"NEXTDC LTD","IFT.AU":"Infratil"},"translate_title":"从世界上最热门的主题中获利的18个想法","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RDNT":1,"NXT.AU":1,"PME.AU":1,"GMG.AU":1,"NVDA":1,"CSCO":1,"COF":1,"SAP":1,"IFT.AU":1,"JBH.AU":1,"AXON":1,"WDAY":1,"ZM":1,".IXIC":0.9,"GOOG":0.9,"META":0.8,"MSFT":0.8,"AMZN":0.8,"GOOGL":0.8,"APX.AU":0.7,"ORCL":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"SQQQ":0.6,"TQQQ":0.6,"MNQmain":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"DELL":0.6,"NQmain":0.6,"INTC":0.6,"L":0.6},"content_text":"While some naysayers may argue that the run in the world's artificial intelligence winners' share prices is just hype, experts at Livewire Live 2024 argued that there is more where that came from. \nAt this week's Livewire Live event, a panel featuring Munro Partners' Nick Griffin, Antipodes' Jacob Mitchell and Tribeca's Jun Bei Liu agreed that artificial intelligence, or AI, is experiencing a boom - one that will continue thanks to massive investments in cloud computing infrastructure and AI models created by the world's mega-cap tech companies. \nSure, concerns exist - but there is real potential for AI to transform businesses across every sector through increased productivity, efficiency and new applications. \nIt's crazy to think that hardly anyone was talking about artificial intelligence a few years ago - and that's probably where the fears over it potentially being a bubble lie. \nWhen it comes down to it, artificial intelligence has come a long way over the last 12 to 18 months, but research in the field has been ongoing since the late 1950s. OpenAI, for context, the creator of ChatGPT, wasn't founded until December 2015. \nSo, where are the real opportunities in artificial intelligence for investors? \nIn this wire, I'll take you through some of the major lessons gleaned from this exceptional panel of local and global equities experts, highlight some of the key risks they see in the future, outline some of the potential applications of AI, and name some of our guests' favourite stocks to play the theme. \nAnd just because you all know I love a dash of drama, I also asked the panellists to name the AI imposters that investors should steer clear of. \n\n\n\n\n\n\n\n\n\nFrom left to right: Munro Partners' Nick Griffin, Tribeca's Jun Bei Liu, Antipodes' Jacob Mitchell and Livewire's Ally Selby\nCan the boom in AI continue?\nOver the last 12 to 18 months, every single dollar of Google (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT) and Meta's (NASDAQ: META) hyperscale CAPEX went straight to NVIDIA (NASDAQ: NVDA). This year alone, these cloud businesses are set to spend US$200 billion on data centre CAPEX. \nThat's according to Munro Partners' Nick Griffin, who has just returned from a research trip in San Francisco. \n\"Every single company we met, basically all the hyperscalers, told us that they're just going to build bigger and bigger clusters. They're going from 100,000 GPU clusters to 200,000 GPU clusters to 500,000 GPU clusters to a million GPU clusters. They're seeing no diminishing return of scale from these models,\" Griffin said. \n\"The more compute they throw at them, the more they can do. And that is the key differentiator between these businesses. They're all going to keep spending for the next few years to create these amazing AI models... We are 18 months into it, but we think it's very much a boom still.\"\n\n\n\n\n\n\n\n\n\nSource: Munro Estimates, Google, Amazon, Microsoft, Meta, NVIDIA as of September 13, 2024. NVIDIA data is at January year-end. Microsoft includes capital leases. \nSimilarly, Tribeca's Jun Bei Liu believes that AI is booming, but argues it's an opportunity far beyond the chipmakers like NVIDIA. \n\"It's everywhere. It's the whole supply chain - whether it's energy, a retailer, a distributor, or everyday corporate businesses that can find efficiencies. I actually think we are at the infancy of what is to come,\" she said. \nIn terms of the chipmakers, it could take years for the competition to catch up to the likes of NVIDIA - and when there is so much demand and no supply, prices will continue to rise, she added. \nThat said, while Antipodes' Jacob Mitchell is bullish on the outlook for AI, he argues investors should be aware of the risks of going all-in on a company like NVIDIA. \n\n\"In 2000, Cisco's (NASDAQ: CSCO) valuation peaked at about 30 times revenue. Some of you would recall that Cisco was one of the four horsemen of the internet and it was the hardware provider similar to NVIDIA, it was the pick-and-shovel company of the internet 1.0,\" Mitchell said. \n\"There's going to be sensitivity in those hyperscalers to spending money, especially in weaker economic environments. CapEx is going to come and go. At the moment, all of that CapEx is going to NVIDIA, but that also increases the risk.\" \nCapEx is cumulative, Mitchell said, and GPUs don't go away. NVIDIA's main customers are the \"most capable technology companies the planet has seen\", so it's likely they will deploy custom silicon themselves soon. \n\"They need to cut the cost of compute. NVIDIA's GPUs are very, very expensive,\" he added. \n\n\n\n\n\n\n\n\n\n\nSource: Factset, Antipodes \nA credible bear case and the key risks investors need to be aware of\nGriffin agreed that overspending on GPUs is the most credible bear case for NVIDIA and the AI theme in general. However, he argues that this is unlikely to happen in the next two years based on the conversations the team at Munro has been having with these mega-cap cloud companies. \n\n\n\"NVIDIA has to do an Apple (NASDAQ: AAPL) here. They have to be go from a hardware company into a software company. Apple did that with the app store. We suspect NVIDIA will do this with chips and that's the bull case on NVIDIA beyond here.\" \nIt's not going to be smooth sailing, he argued, noting that over the past five years of holding shares in NVIDIA, they've fallen 50% twice. \n\"I think this is a little bit of a furphy - trying to find the killer app, trying to find the revenue opportunity. I would just strongly encourage people not to get too hung up on that,\" Griffin said. \n\"The reason why I say that is if you go back to the mobile opportunity, the mobile phone came along and created the whole mobile internet, but all the money didn't actually go to the app store. A lot of money went to the app store, but most of the money went into the value that was created.\" \nJust as most of the world's companies leaned into the mobile opportunity, so too will they lean into the opportunity in AI. \n\"When you get stuck into the revenue opportunity, or return on investment - Meta and Google have collectively US$400 billion in revenue today, 20 years after the mobile internet boom took off. Does anyone here pay for Facebook or Google? The answer is no,\" Griffin said. \n\"Don't get too hung up on looking for the revenue opportunity today or the revenue model today because by the time you find it, it will be too late.\" \nWhile Mitchell jumped in to add that parents like himself may disagree that Facebook is \"free\", he argues that there will definitely be opportunities for businesses thanks to AI. \n\"Take one of our holdings, Capital One Financial (NYSE: COF). It's a leading credit card company in the US. They're in AWS, they have all their data there. They can use AI models to optimise credit and ... their marketing spend. So that happens now, it doesn't happen in five years when you come to the consumer side,\" Mitchell said. \nIn comparison,  it may take longer for consumers to embrace the technology. \n\n\"Maybe the AI device is not the phone, it's glasses or some other form factor. So we think on the B2C side, that is a much more protracted adoption curve versus the B2B side where it can start,\" Mitchell said. \n\"It has already started and quite frankly it's always been there because Alphabet, Google and Meta have been targeting us with machine learning-based ads since the beginning of their businesses.\"\nLiu agreed that mass adoption could take some time - particularly when it comes to consumers and corporates in Australia. \n\n\"I think the prices of the chips need to get cheaper for mass adoption to take place and it will, we just don't know how long that will take,\"  she said. \n\"As Nick said earlier, every large tech company is investing billions of dollars into chip power right now. Maybe in two years, if India hopefully moves forward ... we will have supply coming on to meet those demands and the chip prices and hardware prices will fall.\" \nWhen prices fall, it will be great for the industry, consumers, and corporates - and businesses will be able to use AI to dramatically improve efficiency, Liu added. \n\"At the moment, it's just too expensive to do so ... but prices will come down and we've seen that with every sector and it's coming - that will drive mass adoption,\" she said. \n\n\n\n\n\n\n\n\n\nThe AI Pie panel at Livewire Live 2024\nWhich companies will win the AI thematic? \n\n\nSo, is this a network effects type of winner-takes-all scenario or an economies-of-scale game? According to Mitchell, it's the latter. \n\n\"The network effect businesses that we all know and love, Microsoft, Amazon, Alphabet, Meta - because of their unique data that they've got, because of that network effect, they now have the capacity to invest in what looks like a scale type business as opposed to a business that has in itself natural network effects,\" he said. \nThis means the AI CAPEX cycle is highly economically sensitive - and will shape-shift depending on how confident these hyperscalers are feeling about the global economy. \n\"That's what I want people to take away from this - there is economic sensitivity in the AI CAPEX cycle. And that's not been, I don't think, appreciated in the NVIDIA multiple today,\" Mitchell added. \nGriffin agreed that this is the \"big boy's game\" - arguing that AI is reliant on these big tech companies continuing to spend money. Distilled simply: When it comes to AI, the more data you have, the better you can use it. \n\n\"From the horse's mouth last week, they're going to keep spending money for the next three years. Now, will they change their view? You're right, that could happen,\" Griffin said. \n\"There is sensitivity around that. Have they changed their view in the past? Yes, there have been digestion periods in NVIDIA's path over the last five to six years that we've owned the stock, but it's been the right thing to own the stock. It's going to cost US$50 billion to $100 billion each when they finally get to those million GPU clusters.\" \nThe ultimate network effect winner for the AI theme is NVIDIA, Nick believes - despite its already stellar run over the last 18 months. \n\n\"If they get this right and there is at least a better than 50% chance of them getting it right, they become the hardware and software model for AI. They become the gatekeepers for all future computing progress from here. It's theirs to lose from here,\" he said. \n\n\n\n\n\n\n\n\n\nA highly engaged audience listens to the insights of the AI Pie panel at Livewire Live 2024.\nInvestable ideas \nWhile Australia may not be known for its technology sector, Liu believes that we do have several companies that are directly leveraged to the thematic. \n\nShe points to Pro Medicus (ASX: PME) as an example - noting that its software is being used to train AI as we speak. \n\"It is constantly being used by AI training programs and companies to learn. So in the future ... maybe you can detect things a little bit earlier,\" she said. \nIn addition, data centres are an easy way to play AI - pointing to NEXTDC (ASX: NXT) and Goodman Group (ASX: GMG) as examples. She also likes Infratil (ASX: IFT) - which is also investing in the data centre space and has \"great management\" specialised in venture capital.\nShe is also excited about the opportunity in retailers such as JB Hi-Fi (ASX: JBH) - which she believes can benefit from the replacement cycle in PCs as AI-enabled models come to market. \n\n\"The next thing you've got to look at is utilities. Who's going to support all this energy? We are going to run out of energy at the moment. Data centres tell you that land is actually not hard to come by. It's securing the energy source and the pipeline to deliver to those areas that are actually really difficult,\" Liu said. \nWith this in mind, ASX-listed energy companies are likely to benefit from this megatrend, she added. \nMeanwhile, Mitchell believes there are still opportunities on the fringes of the mega-cap software companies. \n\n\n\n\"They are simply treasure troves of data and they have the capacity to essentially upsell tools back to their incumbent users. So, anyone who has a path to market, unique data and is IT savvy, I think, is going to make money in the near term out of AI,\" he said. \nHe points to Oracle (NASDAQ: ORCL), SAP (NYSE: SAP) and Workday (NASDAQ: WDAY) as examples. He also believes there is a \"big opportunity\" in tech-savvy banks, although he doesn't name any names. \nMeanwhile, Griffin believes that the market has so far focused on solely the tip of the AI iceberg, arguing there are quite a lot of attractive opportunities beneath the surface. \n\n\n\n\n\n\n\n\n\nSource: Munro Partners \nHe pointed to a portfolio holding, an MRI company called Radnet (NASDAQ: RDNT) as an example. \n\n\"It's the largest provider of imaging technology sites in the US. They have the largest data set of MRIs in the world. You can use AI on MRIs to help detect cancer quicker - detect it two years earlier, and do it cheaper too because the radiologists are not required,\" Griffin said. \nHe also names Axon (NASDAQ: AXON) as another AI winner - a provider of body cameras in the US (mostly used by the police force). \n\"It records the footage, plugs that into a generative AI model and writes the report. The report's not going to come out perfectly, but it's going to save the policemen an hour or two hours of their day and policemen are hard to find,\" he said. \nThat said, he doesn't believe the world's \"hot stocks\" are that expensive - and reaffirms that we are only 18 months into the AI cycle. \n\"Not one of these companies is actually on a PE over 30 times today .. valuations actually haven't run up. Google's on 20 times. You're getting all this AI optionality. TSMC is on 20 times. You get all this AI optionality. Nvidia is a bit higher, but it's still not stupidly high,\" Griffin said. \nThe AI imposters \n\n\n\n\n\n\nBoth Griffin and Mitchell pointed to Super Micro Computer (NASDAQ: SMCI) as an AI imposter, while Griffin also named Dell (NYSE: DELL) and HP (NASDAQ: HPQ) as companies that are unlikely to get any margin here. \n\"Everyone knows this now, but Intel (NYSE: INTC) is unfortunately on its way to a slow death because of the lead that NVIDIA's got,\" Griffin added. \n\n\"There are actually very few [winners] because it's the biggest companies, the semiconductor companies, the quasi-monopolies, oligopolies or 'the big guys' that we talked about that can add the cost.\" \nLiu, on the other hand, points to locally-listed Appen (ASX: APX) as an AI imposter. The stock is up more than 70% over the last 12 months. \n\n\"When NVIDIA first went through the roof, in one announcement, Appen quoted Nvidia 10 to 15 times because they collaborated with NVIDIA and the share price responded very positively to it,\" she said. \n\"At the end of the day, that collaboration was not really that significant. And the core business itself is actually ... reducing, and has lost lots of big contracts from Google and the like.\" \nMeanwhile, Mitchell urges investors to avoid companies that have no real tech advantage, no pathway to market and no data. He also warns investors of companies that are funded by private equity that don't have the resources to take their tech forward. \n\"In software, there's a real difference between a platform software company like a Workday (NYSE: WDAY), a Salesforce (NASDAQ: CRM), and then a company at the other extreme, like a Zoom (NASDAQ: ZM) or a point solution. I think point solutions are really easily disrupted in this world,\" he said\n\"There are probably more imposters than we realise because it's natural for the market to extrapolate revenue growth to continue and then something doesn't actually work out to be a resilient business.\" \nThe winners, it seems, will continue to be the mega-cap tech companies. The losers, on the other hand, are the medium to small businesses that don't have the cash to invest in this burgeoning technology. \n\n\n\n\n\n\n\n \n\n\nNever miss an update\n\n    Enjoy this wire? Hit the ‘like’ button to let us know. \n    Stay up to date with my current content by \n    following me below and you’ll be notified every time I post a wire","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.27.0","shortVersion":"4.27.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2468665143"}