Great bargain. All the earning

Great bargain. All the earning reports so far are pointing towards continued increase in AI infrastructure investments. How fast these companies are getting their returns on such investments is not relevant as they can't afford to stop their investments now. They need to scale up as fast as they could to be able to start getting meaningful returns from their investments.

Nvidia Stock Dives 14% Amid Market Selloff. Why It's Being Hit Harder Than Others

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{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":335189686825024,"tweetId":"335189686825024","gmtCreate":1722863262426,"gmtModify":1723018596458,"author":{"id":4100873749187500,"authorId":4100873749187500,"authorIdStr":"4100873749187500","name":"PrimeBlue","avatar":"https://static.tigerbbs.com/7ad38f4e49566a36d2382e4e7b42a0ac","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.09","exceedPercentage":"80.77%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Great bargain. All the earning reports so far are pointing towards continued increase in AI infrastructure investments. How fast these companies are getting their returns on such investments is not relevant as they can't afford to stop their investments now. They need to scale up as fast as they could to be able to start getting meaningful returns from their investments.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Great bargain. All the earning reports so far are pointing towards continued increase in AI infrastructure investments. How fast these companies are getting their returns on such investments is not relevant as they can't afford to stop their investments now. They need to scale up as fast as they could to be able to start getting meaningful returns from their investments.&nbsp;</p></body></html>","text":"Great bargain. All the earning reports so far are pointing towards continued increase in AI infrastructure investments. How fast these companies are getting their returns on such investments is not relevant as they can't afford to stop their investments now. They need to scale up as fast as they could to be able to start getting meaningful returns from their investments.","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/335189686825024","repostId":2457746288,"repostType":2,"repost":{"id":"2457746288","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":1722860292,"share":"https://www.laohu8.com/m/news/2457746288?lang=&edition=full","pubTime":"2024-08-05 20:18","market":"nz","language":"en","title":"Nvidia Stock Dives 14% Amid Market Selloff. Why It's Being Hit Harder Than Others","url":"https://stock-news.laohu8.com/highlight/detail?id=2457746288","media":"Dow Jones","summary":"Nvidia stock was falling sharply early on Monday. The chip maker is being hit by fears about economic growth and the production of its next-generation artificial-intelligence processors.Among other chip makers, Advanced Micro Devices was down 2.8% and Broadcom was falling 5.6% in premarket trading. Server maker Super Micro Computer was dropping 6.5%.However, Nvidia's particularly sharp move could be partially due to a report that volume shipments of its next-generation Blackwell B200 chip would be delayed by around three months, from technology-focused news outlet The Information.As Barron's  has calculated, such a delay could cause a few billion dollars in revenue for Nvidia to arrive in early 2025 rather than late 2024. Nvidia said production is still on track to increase in the second half of the year but declined to comment specifically on the report.\"We believe Nvidia could be prioritizing CoWoS-L's tight capacity to B200, which has higher value for the GB200 superchip...this may ","content":"<html><head></head><body><p>Nvidia stock was falling sharply early on Monday. The chip maker is being hit by fears about economic growth and the production of its next-generation artificial-intelligence processors.</p><p>Nvidia shares were down 13.6% at $92.65 in premarket trading. The stock closed down 1.8% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1363c0f7111a07119a826a225a993a87\" tg-width=\"791\" tg-height=\"848\"/></p><p>The primary cause of the move looked to be a general market rout amid concerns about the U.S. economy and the sustainability of gains built on excitement around artificial-intelligence technology.</p><p>Among other chip makers, Advanced Micro Devices was down 6.2% and Broadcom was falling 9% in premarket trading. Server maker Super Micro Computer was dropping 12.75%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a6ae8e31490b2f6548bae08fa9f015d\" tg-width=\"303\" tg-height=\"873\"/></p><p>However, Nvidia&#39;s particularly sharp move could be partially due to a report that volume shipments of its next-generation Blackwell B200 chip would be delayed by around three months, from technology-focused news outlet The Information.</p><p>As Barron&#39;s has calculated, such a delay could cause a few billion dollars in revenue for Nvidia to arrive in early 2025 rather than late 2024. Nvidia said production is still on track to increase in the second half of the year but declined to comment specifically on the report.</p><p>While the details haven&#39;t been confirmed, analysts pointed to potential issues with the manufacturing process of the Blackwell chips with Nvidia&#39;s chip-making partner Taiwan Semiconductor Manufacturing, in particular its advanced chip-packaging process, called CoWoS. Nvidia could be forced to prioritize between the Blackwell products, which include the B100, B200, GB200 Superchip, HGX B200 server board, and GB200 NVL72 liquid-cooled rack system.</p><p>&#34;We believe Nvidia could be prioritizing CoWoS-L&#39;s tight capacity to B200, which has higher value for the GB200 superchip...this may enable Nvidia [to have] better flexibility and be less constrained by TSMC&#39;s CoWoS capacity,&#34; wrote UBS analyst Sunny Lin in a research note on Monday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Dives 14% Amid Market Selloff. 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Why It's Being Hit Harder Than Others\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-05 20:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock was falling sharply early on Monday. The chip maker is being hit by fears about economic growth and the production of its next-generation artificial-intelligence processors.</p><p>Nvidia shares were down 13.6% at $92.65 in premarket trading. The stock closed down 1.8% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1363c0f7111a07119a826a225a993a87\" tg-width=\"791\" tg-height=\"848\"/></p><p>The primary cause of the move looked to be a general market rout amid concerns about the U.S. economy and the sustainability of gains built on excitement around artificial-intelligence technology.</p><p>Among other chip makers, Advanced Micro Devices was down 6.2% and Broadcom was falling 9% in premarket trading. Server maker Super Micro Computer was dropping 12.75%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a6ae8e31490b2f6548bae08fa9f015d\" tg-width=\"303\" tg-height=\"873\"/></p><p>However, Nvidia&#39;s particularly sharp move could be partially due to a report that volume shipments of its next-generation Blackwell B200 chip would be delayed by around three months, from technology-focused news outlet The Information.</p><p>As Barron&#39;s has calculated, such a delay could cause a few billion dollars in revenue for Nvidia to arrive in early 2025 rather than late 2024. Nvidia said production is still on track to increase in the second half of the year but declined to comment specifically on the report.</p><p>While the details haven&#39;t been confirmed, analysts pointed to potential issues with the manufacturing process of the Blackwell chips with Nvidia&#39;s chip-making partner Taiwan Semiconductor Manufacturing, in particular its advanced chip-packaging process, called CoWoS. Nvidia could be forced to prioritize between the Blackwell products, which include the B100, B200, GB200 Superchip, HGX B200 server board, and GB200 NVL72 liquid-cooled rack system.</p><p>&#34;We believe Nvidia could be prioritizing CoWoS-L&#39;s tight capacity to B200, which has higher value for the GB200 superchip...this may enable Nvidia [to have] better flexibility and be less constrained by TSMC&#39;s CoWoS capacity,&#34; wrote UBS analyst Sunny Lin in a research note on Monday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","TSM":"台积电","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","AMD":"美国超微公司","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","INTC":"英特尔","LU0079474960.USD":"联博美国增长基金A","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2457746288","content_text":"Nvidia stock was falling sharply early on Monday. The chip maker is being hit by fears about economic growth and the production of its next-generation artificial-intelligence processors.Nvidia shares were down 13.6% at $92.65 in premarket trading. The stock closed down 1.8% on Friday.The primary cause of the move looked to be a general market rout amid concerns about the U.S. economy and the sustainability of gains built on excitement around artificial-intelligence technology.Among other chip makers, Advanced Micro Devices was down 6.2% and Broadcom was falling 9% in premarket trading. Server maker Super Micro Computer was dropping 12.75%.However, Nvidia's particularly sharp move could be partially due to a report that volume shipments of its next-generation Blackwell B200 chip would be delayed by around three months, from technology-focused news outlet The Information.As Barron's has calculated, such a delay could cause a few billion dollars in revenue for Nvidia to arrive in early 2025 rather than late 2024. Nvidia said production is still on track to increase in the second half of the year but declined to comment specifically on the report.While the details haven't been confirmed, analysts pointed to potential issues with the manufacturing process of the Blackwell chips with Nvidia's chip-making partner Taiwan Semiconductor Manufacturing, in particular its advanced chip-packaging process, called CoWoS. Nvidia could be forced to prioritize between the Blackwell products, which include the B100, B200, GB200 Superchip, HGX B200 server board, and GB200 NVL72 liquid-cooled rack system.\"We believe Nvidia could be prioritizing CoWoS-L's tight capacity to B200, which has higher value for the GB200 superchip...this may enable Nvidia [to have] better flexibility and be less constrained by TSMC's CoWoS capacity,\" wrote UBS analyst Sunny Lin in a research note on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","AMD",".IXIC"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":313,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/335189686825024"}