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2021-03-22

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Apple and Amazon prices make sense and more signs from Goldman Sachs that stocks aren’t in a bubble

2021-03-22

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AMD's Latest Chips Set the Stage for a Stellar Year

2021-04-10

$Coursera, Inc.(COUR)$time for those who want to lower their average cost before it rises again!

2021-03-20

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2021-06-17

Ultra bullish on ultrasafe.finance

2021-04-23

I’m x5 that ???

@Edithlo:$Coinbase Global, Inc.(COIN)$Im worried

2021-04-17

$Coursera, Inc.(COUR)$not too bad. A new rise will be seen

2021-04-17

2020?

@Jenjen:Shoot up to the moon ?

2021-04-07

$Coursera, Inc.(COUR)$Best start of Q2, staytuned to see how much more it’ll goes!

2021-03-27

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Some “meme” stocks are flying again.

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again!","images":[{"img":"https://static.tigerbbs.com/29d50f2a4fb8d84294e068a8a7f2d4f0","width":"1170","height":"2260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346399083","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":341619181,"gmtCreate":1617807521343,"gmtModify":1704703451118,"author":{"id":"3567044926107221","authorId":"3567044926107221","name":"sentsation","avatar":"https://static.tigerbbs.com/fb2fdbe17dc2138e6c91e59ad23e3732","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567044926107221","authorIdStr":"3567044926107221"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COUR\">$Coursera, Inc.(COUR)$</a>Best start of Q2, staytuned to see how much more it’ll goes!","listText":"<a href=\"https://laohu8.com/S/COUR\">$Coursera, Inc.(COUR)$</a>Best start of Q2, staytuned to see 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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":1616766726,"share":"https://ttm.financial/m/news/1109499191?lang=&edition=fundamental","pubTime":"2021-03-26 21:52","market":"us","language":"en","title":"Some “meme” stocks are flying again.","url":"https://stock-news.laohu8.com/highlight/detail?id=1109499191","media":"Tiger Newspress","summary":"Some “meme” stocks are flying again in Friday morning trading.The shares of NAKD is up 22%,GameStop ","content":"<p>Some “meme” stocks are flying again&nbsp;in Friday morning trading.The shares of NAKD is up 22%,GameStop is up 18%，Nikola&nbsp;is&nbsp;up&nbsp;4%&nbsp;and&nbsp;AMC&nbsp;is&nbsp;up&nbsp;3%.</p><p><img src=\"https://static.tigerbbs.com/e8e92190c4c2210799a5c7eed4a46654\" tg-width=\"377\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some “meme” stocks are flying again. </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 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flying again. \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\">2021-03-26 21:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some “meme” stocks are flying again&nbsp;in Friday morning trading.The shares of NAKD is up 22%,GameStop is up 18%，Nikola&nbsp;is&nbsp;up&nbsp;4%&nbsp;and&nbsp;AMC&nbsp;is&nbsp;up&nbsp;3%.</p><p><img src=\"https://static.tigerbbs.com/e8e92190c4c2210799a5c7eed4a46654\" tg-width=\"377\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKLA":"Nikola Corporation","AMC":"AMC院线","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109499191","content_text":"Some “meme” stocks are flying again in Friday morning trading.The shares of NAKD is up 22%,GameStop is up 18%，Nikola is up 4% and AMC is up 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353007935,"gmtCreate":1616427776927,"gmtModify":1704794057943,"author":{"id":"3567044926107221","authorId":"3567044926107221","name":"sentsation","avatar":"https://static.tigerbbs.com/fb2fdbe17dc2138e6c91e59ad23e3732","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567044926107221","authorIdStr":"3567044926107221"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/353007935","repostId":"2121722120","repostType":4,"repost":{"id":"2121722120","kind":"highlight","pubTimestamp":1616427519,"share":"https://ttm.financial/m/news/2121722120?lang=&edition=fundamental","pubTime":"2021-03-22 23:38","market":"us","language":"en","title":"Apple and Amazon prices make sense and more signs from Goldman Sachs that stocks aren’t in a bubble","url":"https://stock-news.laohu8.com/highlight/detail?id=2121722120","media":"MarketWatch","summary":"The bull rally in stocks continues to paw at the dirt, with both the Dow and S&P 500 indexes charging to new highs last week and momentum set to continue into the week ahead.And worries of a bubble are blowing. Earlier this month,China’s top banking regulator warned that Wall Street assets were trading at such high levels that they are bound to correct.But stocks aren’t in a bubble, according to Goldman Sachs.In ourcall of the day, analysts led by Peter Oppenheimer outline nine key characteristi","content":"<p>The bull rally in stocks continues to paw at the dirt, with both the Dow and S&amp;P 500 indexes charging to new highs last week and momentum set to continue into the week ahead.</p><p>And worries of a bubble are blowing. Earlier this month,China’s top banking regulator warned&nbsp;that Wall Street assets were trading at such high levels that they are bound to correct.</p><p>But stocks aren’t in a bubble, according to Goldman Sachs.In our<b>call of the day</b>, analysts led by Peter Oppenheimer outline nine key characteristics of historic bubbles and discuss how they don’t match the current market environment.</p><p>The investment bank defines a stock market bubble as a “rapid acceleration in prices and valuations that makes an unrealistic claim on future growth and returns.”</p><p>Goldman Sachs’ study is based on historical stock bubbles, including the “Tulip Mania” in the Netherlands in the 1630s, the 1873 “Railway Bubble” in the U.S., and the 1990s global technology bubble.</p><p><img src=\"https://static.tigerbbs.com/4ffa2f713ef154b59609e6052850d34b\" tg-width=\"620\" tg-height=\"488\" referrerpolicy=\"no-referrer\"></p><p>One of the key hallmarks of bubbles is excessive price appreciation and extreme valuations. And while the investment bank acknowledges “pockets of exuberance,” and some excessive price rises in U.S. equities, the analysts argue that it doesn’t necessarily mean that a broader and “systemically dangerous” bubble is forming. The recent rise in the S&amp;P 500 index, and particularly in the technology sector, is impressive but not extreme, the analysts say.</p><p>Similarly, another bubble telltale is the idea that “this time is different,” with a narrative that justifies new ways of valuing companies. But, the Goldman Sachs analysts argue, this time isn’t different, and the main argument supporting higher prices right now is mainstream: Interest rates are low.</p><p><img src=\"https://static.tigerbbs.com/b1518c976cd1ec82e47b88facfa75002\" tg-width=\"620\" tg-height=\"475\" referrerpolicy=\"no-referrer\"></p><p>Past bubbles have often included excitement around a particular sector leading to market concentration. And it is true that the group of FAAMG stocks — Facebook,Apple,Amazon,Microsoft,and Google, owned by Alphabet— representing Big Tech has come to dominate indexes and investor attention.</p><p>But the analysts argue that not only is this representative of a transformative period in technology, but the fundamentals back these companies up. The groups are highly cash-generative, and metrics like earnings per share in Big Tech and other retail investor favorites “have significantly outstripped those of the rest of the market.”</p><p>The investment bank also finds that while the current market has some characteristics of bubbles, like frantic speculation, easy credit and rising leverage, booming corporate activity, and “new era” narrative driving a tech boom, these factors were mitigated by forces including regulation and stability in the wider market. We’re also not late in an economic cycle and widespread accounting scandals haven’t come to light — these are other critical markers of bubbles.</p><p>Goldman Sachs’ findings are summarized in the table below:</p><p><img src=\"https://static.tigerbbs.com/b6c059e67f6c05885c8f108b15cc5595\" tg-width=\"620\" tg-height=\"158\" referrerpolicy=\"no-referrer\"></p><p>The analysts conclude: “While there are pockets of excessive valuations in equities, and parts of the market are justifiably derating as interest rates adjust, in our assessment only a few of these common characteristics are currently present or being partially met.”</p><p>According to Goldman Sachs, the risks of an imminent bubble “with systemic risks to the financial system and economies” is relatively low.</p>","source":"market_watch","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>Apple and Amazon prices make sense and more signs from Goldman Sachs that stocks aren’t in a bubble</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\">\nApple and Amazon prices make sense and more signs from Goldman Sachs that stocks aren’t in a bubble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/apple-and-amazon-prices-make-sense-and-more-signs-from-goldman-sachs-that-stocks-arent-in-a-bubble-11616412469?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The bull rally in stocks continues to paw at the dirt, with both the Dow and S&P 500 indexes charging to new highs last week and momentum set to continue into the week ahead.And worries of a bubble ...</p>\n\n<a href=\"https://www.marketwatch.com/story/apple-and-amazon-prices-make-sense-and-more-signs-from-goldman-sachs-that-stocks-arent-in-a-bubble-11616412469?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","09086":"华夏纳指-U","GOOGL":"谷歌A","MSFT":"微软","QNETCN":"纳斯达克中美互联网老虎指数",".DJI":"道琼斯","GOOG":"谷歌","03086":"华夏纳指",".IXIC":"NASDAQ Composite","GS":"高盛"},"source_url":"https://www.marketwatch.com/story/apple-and-amazon-prices-make-sense-and-more-signs-from-goldman-sachs-that-stocks-arent-in-a-bubble-11616412469?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2121722120","content_text":"The bull rally in stocks continues to paw at the dirt, with both the Dow and S&P 500 indexes charging to new highs last week and momentum set to continue into the week ahead.And worries of a bubble are blowing. Earlier this month,China’s top banking regulator warned that Wall Street assets were trading at such high levels that they are bound to correct.But stocks aren’t in a bubble, according to Goldman Sachs.In ourcall of the day, analysts led by Peter Oppenheimer outline nine key characteristics of historic bubbles and discuss how they don’t match the current market environment.The investment bank defines a stock market bubble as a “rapid acceleration in prices and valuations that makes an unrealistic claim on future growth and returns.”Goldman Sachs’ study is based on historical stock bubbles, including the “Tulip Mania” in the Netherlands in the 1630s, the 1873 “Railway Bubble” in the U.S., and the 1990s global technology bubble.One of the key hallmarks of bubbles is excessive price appreciation and extreme valuations. And while the investment bank acknowledges “pockets of exuberance,” and some excessive price rises in U.S. equities, the analysts argue that it doesn’t necessarily mean that a broader and “systemically dangerous” bubble is forming. The recent rise in the S&P 500 index, and particularly in the technology sector, is impressive but not extreme, the analysts say.Similarly, another bubble telltale is the idea that “this time is different,” with a narrative that justifies new ways of valuing companies. But, the Goldman Sachs analysts argue, this time isn’t different, and the main argument supporting higher prices right now is mainstream: Interest rates are low.Past bubbles have often included excitement around a particular sector leading to market concentration. And it is true that the group of FAAMG stocks — Facebook,Apple,Amazon,Microsoft,and Google, owned by Alphabet— representing Big Tech has come to dominate indexes and investor attention.But the analysts argue that not only is this representative of a transformative period in technology, but the fundamentals back these companies up. The groups are highly cash-generative, and metrics like earnings per share in Big Tech and other retail investor favorites “have significantly outstripped those of the rest of the market.”The investment bank also finds that while the current market has some characteristics of bubbles, like frantic speculation, easy credit and rising leverage, booming corporate activity, and “new era” narrative driving a tech boom, these factors were mitigated by forces including regulation and stability in the wider market. We’re also not late in an economic cycle and widespread accounting scandals haven’t come to light — these are other critical markers of bubbles.Goldman Sachs’ findings are summarized in the table below:The analysts conclude: “While there are pockets of excessive valuations in equities, and parts of the market are justifiably derating as interest rates adjust, in our assessment only a few of these common characteristics are currently present or being partially met.”According to Goldman Sachs, the risks of an imminent bubble “with systemic risks to the financial system and economies” is relatively low.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353004538,"gmtCreate":1616427741024,"gmtModify":1704794057287,"author":{"id":"3567044926107221","authorId":"3567044926107221","name":"sentsation","avatar":"https://static.tigerbbs.com/fb2fdbe17dc2138e6c91e59ad23e3732","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567044926107221","authorIdStr":"3567044926107221"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353004538","repostId":"1198306750","repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","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>AMD's Latest Chips Set the Stage for a Stellar Year</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's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">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://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350899959,"gmtCreate":1616172033371,"gmtModify":1704791919589,"author":{"id":"3567044926107221","authorId":"3567044926107221","name":"sentsation","avatar":"https://static.tigerbbs.com/fb2fdbe17dc2138e6c91e59ad23e3732","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567044926107221","authorIdStr":"3567044926107221"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350899959","repostId":"1126157111","repostType":4,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":353007935,"gmtCreate":1616427776927,"gmtModify":1704794057943,"author":{"id":"3567044926107221","authorId":"3567044926107221","name":"sentsation","avatar":"https://static.tigerbbs.com/fb2fdbe17dc2138e6c91e59ad23e3732","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567044926107221","authorIdStr":"3567044926107221"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/353007935","repostId":"2121722120","repostType":4,"repost":{"id":"2121722120","kind":"highlight","pubTimestamp":1616427519,"share":"https://ttm.financial/m/news/2121722120?lang=&edition=fundamental","pubTime":"2021-03-22 23:38","market":"us","language":"en","title":"Apple and Amazon prices make sense and more signs from Goldman Sachs that stocks aren’t in a bubble","url":"https://stock-news.laohu8.com/highlight/detail?id=2121722120","media":"MarketWatch","summary":"The bull rally in stocks continues to paw at the dirt, with both the Dow and S&P 500 indexes charging to new highs last week and momentum set to continue into the week ahead.And worries of a bubble are blowing. Earlier this month,China’s top banking regulator warned that Wall Street assets were trading at such high levels that they are bound to correct.But stocks aren’t in a bubble, according to Goldman Sachs.In ourcall of the day, analysts led by Peter Oppenheimer outline nine key characteristi","content":"<p>The bull rally in stocks continues to paw at the dirt, with both the Dow and S&amp;P 500 indexes charging to new highs last week and momentum set to continue into the week ahead.</p><p>And worries of a bubble are blowing. Earlier this month,China’s top banking regulator warned&nbsp;that Wall Street assets were trading at such high levels that they are bound to correct.</p><p>But stocks aren’t in a bubble, according to Goldman Sachs.In our<b>call of the day</b>, analysts led by Peter Oppenheimer outline nine key characteristics of historic bubbles and discuss how they don’t match the current market environment.</p><p>The investment bank defines a stock market bubble as a “rapid acceleration in prices and valuations that makes an unrealistic claim on future growth and returns.”</p><p>Goldman Sachs’ study is based on historical stock bubbles, including the “Tulip Mania” in the Netherlands in the 1630s, the 1873 “Railway Bubble” in the U.S., and the 1990s global technology bubble.</p><p><img src=\"https://static.tigerbbs.com/4ffa2f713ef154b59609e6052850d34b\" tg-width=\"620\" tg-height=\"488\" referrerpolicy=\"no-referrer\"></p><p>One of the key hallmarks of bubbles is excessive price appreciation and extreme valuations. And while the investment bank acknowledges “pockets of exuberance,” and some excessive price rises in U.S. equities, the analysts argue that it doesn’t necessarily mean that a broader and “systemically dangerous” bubble is forming. The recent rise in the S&amp;P 500 index, and particularly in the technology sector, is impressive but not extreme, the analysts say.</p><p>Similarly, another bubble telltale is the idea that “this time is different,” with a narrative that justifies new ways of valuing companies. But, the Goldman Sachs analysts argue, this time isn’t different, and the main argument supporting higher prices right now is mainstream: Interest rates are low.</p><p><img src=\"https://static.tigerbbs.com/b1518c976cd1ec82e47b88facfa75002\" tg-width=\"620\" tg-height=\"475\" referrerpolicy=\"no-referrer\"></p><p>Past bubbles have often included excitement around a particular sector leading to market concentration. And it is true that the group of FAAMG stocks — Facebook,Apple,Amazon,Microsoft,and Google, owned by Alphabet— representing Big Tech has come to dominate indexes and investor attention.</p><p>But the analysts argue that not only is this representative of a transformative period in technology, but the fundamentals back these companies up. The groups are highly cash-generative, and metrics like earnings per share in Big Tech and other retail investor favorites “have significantly outstripped those of the rest of the market.”</p><p>The investment bank also finds that while the current market has some characteristics of bubbles, like frantic speculation, easy credit and rising leverage, booming corporate activity, and “new era” narrative driving a tech boom, these factors were mitigated by forces including regulation and stability in the wider market. We’re also not late in an economic cycle and widespread accounting scandals haven’t come to light — these are other critical markers of bubbles.</p><p>Goldman Sachs’ findings are summarized in the table below:</p><p><img src=\"https://static.tigerbbs.com/b6c059e67f6c05885c8f108b15cc5595\" tg-width=\"620\" tg-height=\"158\" referrerpolicy=\"no-referrer\"></p><p>The analysts conclude: “While there are pockets of excessive valuations in equities, and parts of the market are justifiably derating as interest rates adjust, in our assessment only a few of these common characteristics are currently present or being partially met.”</p><p>According to Goldman Sachs, the risks of an imminent bubble “with systemic risks to the financial system and economies” is relatively low.</p>","source":"market_watch","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>Apple and Amazon prices make sense and more signs from Goldman Sachs that stocks aren’t in a bubble</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\">\nApple and Amazon prices make sense and more signs from Goldman Sachs that stocks aren’t in a bubble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/apple-and-amazon-prices-make-sense-and-more-signs-from-goldman-sachs-that-stocks-arent-in-a-bubble-11616412469?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The bull rally in stocks continues to paw at the dirt, with both the Dow and S&P 500 indexes charging to new highs last week and momentum set to continue into the week ahead.And worries of a bubble ...</p>\n\n<a href=\"https://www.marketwatch.com/story/apple-and-amazon-prices-make-sense-and-more-signs-from-goldman-sachs-that-stocks-arent-in-a-bubble-11616412469?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","09086":"华夏纳指-U","GOOGL":"谷歌A","MSFT":"微软","QNETCN":"纳斯达克中美互联网老虎指数",".DJI":"道琼斯","GOOG":"谷歌","03086":"华夏纳指",".IXIC":"NASDAQ Composite","GS":"高盛"},"source_url":"https://www.marketwatch.com/story/apple-and-amazon-prices-make-sense-and-more-signs-from-goldman-sachs-that-stocks-arent-in-a-bubble-11616412469?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2121722120","content_text":"The bull rally in stocks continues to paw at the dirt, with both the Dow and S&P 500 indexes charging to new highs last week and momentum set to continue into the week ahead.And worries of a bubble are blowing. Earlier this month,China’s top banking regulator warned that Wall Street assets were trading at such high levels that they are bound to correct.But stocks aren’t in a bubble, according to Goldman Sachs.In ourcall of the day, analysts led by Peter Oppenheimer outline nine key characteristics of historic bubbles and discuss how they don’t match the current market environment.The investment bank defines a stock market bubble as a “rapid acceleration in prices and valuations that makes an unrealistic claim on future growth and returns.”Goldman Sachs’ study is based on historical stock bubbles, including the “Tulip Mania” in the Netherlands in the 1630s, the 1873 “Railway Bubble” in the U.S., and the 1990s global technology bubble.One of the key hallmarks of bubbles is excessive price appreciation and extreme valuations. And while the investment bank acknowledges “pockets of exuberance,” and some excessive price rises in U.S. equities, the analysts argue that it doesn’t necessarily mean that a broader and “systemically dangerous” bubble is forming. The recent rise in the S&P 500 index, and particularly in the technology sector, is impressive but not extreme, the analysts say.Similarly, another bubble telltale is the idea that “this time is different,” with a narrative that justifies new ways of valuing companies. But, the Goldman Sachs analysts argue, this time isn’t different, and the main argument supporting higher prices right now is mainstream: Interest rates are low.Past bubbles have often included excitement around a particular sector leading to market concentration. And it is true that the group of FAAMG stocks — Facebook,Apple,Amazon,Microsoft,and Google, owned by Alphabet— representing Big Tech has come to dominate indexes and investor attention.But the analysts argue that not only is this representative of a transformative period in technology, but the fundamentals back these companies up. The groups are highly cash-generative, and metrics like earnings per share in Big Tech and other retail investor favorites “have significantly outstripped those of the rest of the market.”The investment bank also finds that while the current market has some characteristics of bubbles, like frantic speculation, easy credit and rising leverage, booming corporate activity, and “new era” narrative driving a tech boom, these factors were mitigated by forces including regulation and stability in the wider market. We’re also not late in an economic cycle and widespread accounting scandals haven’t come to light — these are other critical markers of bubbles.Goldman Sachs’ findings are summarized in the table below:The analysts conclude: “While there are pockets of excessive valuations in equities, and parts of the market are justifiably derating as interest rates adjust, in our assessment only a few of these common characteristics are currently present or being partially met.”According to Goldman Sachs, the risks of an imminent bubble “with systemic risks to the financial system and economies” is relatively low.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353004538,"gmtCreate":1616427741024,"gmtModify":1704794057287,"author":{"id":"3567044926107221","authorId":"3567044926107221","name":"sentsation","avatar":"https://static.tigerbbs.com/fb2fdbe17dc2138e6c91e59ad23e3732","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567044926107221","authorIdStr":"3567044926107221"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353004538","repostId":"1198306750","repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","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>AMD's Latest Chips Set the Stage for a Stellar Year</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's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">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://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. 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A new rise will be seen","images":[{"img":"https://static.tigerbbs.com/c31e4f7b41702333cc8a8d3d9c115166","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370469046","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370484816,"gmtCreate":1618620225235,"gmtModify":1704713451851,"author":{"id":"3567044926107221","authorId":"3567044926107221","name":"sentsation","avatar":"https://static.tigerbbs.com/fb2fdbe17dc2138e6c91e59ad23e3732","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567044926107221","authorIdStr":"3567044926107221"},"themes":[],"htmlText":"2020?","listText":"2020?","text":"2020?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370484816","repostId":"347499750","repostType":1,"repost":{"id":347499750,"gmtCreate":1618508743770,"gmtModify":1704712045927,"author":{"id":"3575641481589824","authorId":"3575641481589824","name":"Jenjen","avatar":"https://static.tigerbbs.com/e03bae41bd79dd23f2b34f72331a15c8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575641481589824","authorIdStr":"3575641481589824"},"themes":[],"htmlText":"Shoot up to the moon ?&nbsp;","listText":"Shoot up to the moon ?&nbsp;","text":"Shoot up to the moon ?","images":[{"img":"https://static.tigerbbs.com/772cf536209b3681cfa6bc855ebfe9bf","width":"1125","height":"2308"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347499750","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341619181,"gmtCreate":1617807521343,"gmtModify":1704703451118,"author":{"id":"3567044926107221","authorId":"3567044926107221","name":"sentsation","avatar":"https://static.tigerbbs.com/fb2fdbe17dc2138e6c91e59ad23e3732","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567044926107221","authorIdStr":"3567044926107221"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COUR\">$Coursera, Inc.(COUR)$</a>Best start of Q2, staytuned to see how much more it’ll goes!","listText":"<a href=\"https://laohu8.com/S/COUR\">$Coursera, Inc.(COUR)$</a>Best start of Q2, staytuned to see how much more it’ll goes!","text":"$Coursera, Inc.(COUR)$Best start of Q2, staytuned to see how much more it’ll goes!","images":[{"img":"https://static.tigerbbs.com/0ec05c95809c8cd7e953efae70536137","width":"1170","height":"2260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341619181","isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356491765,"gmtCreate":1616804464157,"gmtModify":1704799185613,"author":{"id":"3567044926107221","authorId":"3567044926107221","name":"sentsation","avatar":"https://static.tigerbbs.com/fb2fdbe17dc2138e6c91e59ad23e3732","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567044926107221","authorIdStr":"3567044926107221"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356491765","repostId":"1109499191","repostType":4,"repost":{"id":"1109499191","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616766726,"share":"https://ttm.financial/m/news/1109499191?lang=&edition=fundamental","pubTime":"2021-03-26 21:52","market":"us","language":"en","title":"Some “meme” stocks are flying again.","url":"https://stock-news.laohu8.com/highlight/detail?id=1109499191","media":"Tiger Newspress","summary":"Some “meme” stocks are flying again in Friday morning trading.The shares of NAKD is up 22%,GameStop ","content":"<p>Some “meme” stocks are flying again&nbsp;in Friday morning trading.The shares of NAKD is up 22%,GameStop is up 18%，Nikola&nbsp;is&nbsp;up&nbsp;4%&nbsp;and&nbsp;AMC&nbsp;is&nbsp;up&nbsp;3%.</p><p><img src=\"https://static.tigerbbs.com/e8e92190c4c2210799a5c7eed4a46654\" tg-width=\"377\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some “meme” stocks are flying again. </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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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\">\nSome “meme” stocks are flying again. \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\">2021-03-26 21:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some “meme” stocks are flying again&nbsp;in Friday morning trading.The shares of NAKD is up 22%,GameStop is up 18%，Nikola&nbsp;is&nbsp;up&nbsp;4%&nbsp;and&nbsp;AMC&nbsp;is&nbsp;up&nbsp;3%.</p><p><img src=\"https://static.tigerbbs.com/e8e92190c4c2210799a5c7eed4a46654\" tg-width=\"377\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKLA":"Nikola Corporation","AMC":"AMC院线","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109499191","content_text":"Some “meme” stocks are flying again in Friday morning trading.The shares of NAKD is up 22%,GameStop is up 18%，Nikola is up 4% and AMC is up 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}