ChangSheng personal page - To The Moon

ChangSheng

ChangSheng

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2021-07-06

$Alibaba(BABA)$will BABA up today?

2021-06-12

It is a very good stock.

Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.

2021-04-23

Is it good to buy now?

3 EV Stocks That Are At Important Support Levels And Could Rebound

2021-06-01

I will buy Intel

Intel vs. AMD -- should you buy either stock now?

11-03

It's my pleasure to reach this ranking.

10-05

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10-03

Result

07-31

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07-17

TIGER ROARS, DECADES SOAR.

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07-10

I love the Debit card.

07-07

TIGER ROARS, DECADES SOAR.

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06-08

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How to Play the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1135185071","media":"Barron's","summary":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.Taiwan Semiconductor Manufacturing sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple andQualcomm and Chinese companies like Huawei Technolog","content":"<p><img src=\"https://static.tigerbbs.com/dc1ac5d314c0b0f304bf6c78a0f2b0c7\" tg-width=\"1260\" tg-height=\"840\">A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.</p>\n<p>Taiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.</p>\n<p>But TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.</p>\n<p>To be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.</p>\n<p>Founded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.</p>\n<p>Even the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.</p>\n<p>Despite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.</p>\n<p><img src=\"https://static.tigerbbs.com/f343f4fd4554dcc3a5fc6842713fd34c\" tg-width=\"685\" tg-height=\"429\">That elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.</p>\n<p>Meanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.</p>\n<p>Daiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.</p>\n<p>Hsu told<i>Barron’s</i>in an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.</p>\n<p>Lackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.</p>\n<p>“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&amp;P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.</p>\n<p>Analysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.</p>\n<p><b>Chips on the Table</b></p>\n<p>Shares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.</p>\n<p><img src=\"https://static.tigerbbs.com/5615dee32fa47048e8747447b01257c9\" tg-width=\"663\" tg-height=\"272\"></p>\n<p>In April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.</p>\n<p>Even so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.</p>\n<p>Those buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.</p>\n<p>“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”</p>\n<p>One of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.</p>\n<p>In the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.</p>\n<p>The Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.</p>\n<p>The industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.</p>\n<p>The companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.</p>\n<p>In the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.</p>\n<p>Current valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.</p>\n<p>In an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.</p>\n<p>The biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.</p>\n<p>While policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.</p>\n<p>TSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.</p>\n<p>The risks don’t change the fact that semiconductors have never been more important.</p>\n<p>“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.</p>\n<p>And yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”</p>\n<p>Investors just have to pick the right entry point.</p>","source":"lsy1610680873436","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>Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.</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\">\nTaiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars ...</p>\n\n<a href=\"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135185071","content_text":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.\nTaiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.\nBut TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.\nTo be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.\nFounded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.\nEven the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.\nDespite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.\nThat elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.\nMeanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.\nDaiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.\nHsu toldBarron’sin an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.\nLackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.\n“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.\nAnalysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.\nChips on the Table\nShares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.\n\nIn April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.\nEven so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.\nThose buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.\n“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”\nOne of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.\nIn the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.\nThe Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.\nThe industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.\nThe companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.\nIn the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.\nCurrent valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.\nIn an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.\nThe biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.\nWhile policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.\nTSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.\nThe risks don’t change the fact that semiconductors have never been more important.\n“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.\nAnd yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”\nInvestors just have to pick the right entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119820980,"gmtCreate":1622536434740,"gmtModify":1704185830070,"author":{"id":"3574074836050327","authorId":"3574074836050327","name":"ChangSheng","avatar":"https://static.tigerbbs.com/5d5edf931caae28cc3fd1062d58028bf","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574074836050327","authorIdStr":"3574074836050327"},"themes":[],"htmlText":"I will buy Intel","listText":"I will buy Intel","text":"I will buy Intel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119820980","repostId":"2138149680","repostType":2,"repost":{"id":"2138149680","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":1622074620,"share":"https://ttm.financial/m/news/2138149680?lang=&edition=fundamental","pubTime":"2021-05-27 08:17","market":"hk","language":"en","title":"Intel vs. AMD -- should you buy either stock now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2138149680","media":"Dow Jones","summary":"AMD has been an outperformer for years, but Intel is still a dominant presence.Despite its woes, Int","content":"<p>AMD has been an outperformer for years, but Intel is still a dominant presence.</p><p>Despite its woes, Intel Corp. remains the largest provider of core processors for \"x86\" PCs and servers. Its smaller rival for decades has been Advanced Micro Devices Inc. , which has made big strides in the past few years under CEO Lisa Su.</p><p>PC manufacturers and users have their preferences. For investors, Advanced Micro Devices <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> has been the clear winner. But Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> has a tremendous R&amp;D budget, has been an excellent cash-flow grower and has enjoyed decades of dominance in its main area of business.</p><p><b>Where Intel and AMD fit in</b></p><p>\"Intel is the main supplier of x86 processors and the dominant supplier of x86 server CPUs for data center applications,\" according to Dean McCarron, president of Mercury Research, a provider of PC industry data. Most PCs using x86 processors run Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Windows operating system.</p><p>Mercury Research provides market-share data based on unit shipments. Here is its worldwide breakdown for overall x86 CPU market share for the first quarter, with comparisons to the previous and year-earlier quarters:</p><p>Intel remains the leader, but you can see that for the first quarter, AMD's market share increased tremendously from a year earlier. Then again, AMD's first-quarter share was down a bit from the previous quarter.</p><p>For graphics processing units (GPUs), AMD competes with Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>.</p><p>\"In the conventional graphics market, Nvidia is dominant, but AMD is also respectably large,\" McCarron said.</p><p>According to Mercury Research, Nvidia's share in the conventional GPU market was 81%, with a 19% market share for AMD in the fourth quarter (the most recent for which unit sales data is available).</p><p>Competition for data-center GPUs is expected to heat up. Again, Nvidia dominates, as AMD's market share is less than 10%, according to McCarron. But Intel is expected to begin shipping its own data-center GPUs, code-named Ponte Vecchio, in the fourth quarter or early in 2022.</p><p><b>Key metrics</b></p><p><b>1、Size and sales</b></p><p>Here are the companies' sizes by market capitalization and sales, with all figures in millions:</p><p>These numbers are fascinating, as they show how much more the stock market values AMD relative to sales. If we divide AMD's current market cap by first-quarter sales (annualized), we have a price-to-sales ratio of 6.9, against 2.9 for Intel.</p><p>The next chart will help explain why.</p><p><b>2、Sales growth and profitability</b></p><p>Here's a look at both companies' sales growth for the first quarter from the year-earlier quarter, along with gross margins and operating margins.</p><p>Here AMD is the big winner, with first-quarter sales nearly doubling from a year earlier. The overall market is growing and both companies' sales are increasing, but AMD is giving investors what they want.</p><p>A company's gross margin is its net sales, less the cost of goods or services sold, divided by sales. Net sales exclude returns and discounts. The cost of goods or services sold includes the actual costs for making the items sold or providing the services sold. It doesn't reflect other overhead expenses. It is a useful measurement of pricing power, and a combination of high sales growth and improved gross margin is a good sign.</p><p>Intel's first-quarter gross margin narrowed, while AMD's widened.</p><p>A company's operating margin is its earnings before interest, taxes and depreciation divided by net sales. It can be considered \"return on sales.\"</p><p>When comparing the first quarter of 2021 with the year-earlier quarter, you can see a significant narrowing of Intel's operating margin and improvement for AMD's operating margin.</p><p>One advantage of Intel under CEO Pat Gelsinger, who took up his new position in February, is that Intel can spend so much more on research and development. During the first quarter, Intel spent $3.62 billion on R&amp;D, while AMD spent $610 million.</p><p>You can read more about Gelsinger's strategy and challenges here .</p><p><b>3、Free cash flow</b></p><p>A company's free cash flow <a href=\"https://laohu8.com/S/FCF\">$(FCF)$</a> is its remaining cash flow after planned capital expenditures. A company's free cash flow yield can be calculated by dividing the past 12 months' free cash flow per share by the current share price.</p><p>This chart shows both companies have grown free cash flow over the past three full years, and that Intel has a much higher FCF yield than AMD:</p><p>Intel's FCF yield of 8.11% shows the company has plenty of \"headroom\" above its current dividend yield, which is 2.44%. (AMD doesn't pay a dividend.) So Intel is better-positioned than AMD to deploy more cash through expansion, share buybacks or dividend increases.</p><p>Intel made both the three- and five-year lists of free-cash-flow compounders, which you can see here .</p><p><b>4、Stock valuation and performance</b></p><p>Here are forward price-to-earnings ratios based on consensus earnings estimates for the next 12 months among analysts polled by FactSet, along with total return figures:</p><p>Intel has shined this year, as AMD has pulled back. Intel is also far cheaper when you look at forward price-to-earnings ratios. Those are based on current share prices and consensus earnings estimates for the next 12 months among analysts polled by FactSet. In comparison, forward P/Es are 21.5 for the S&amp;P 500 Index , 27 for the Invesco QQQ Trust <a href=\"https://laohu8.com/S/QQQ\">$(QQQ)$</a> (which tracks the Nasdaq-100 Index) and 20.3 for the <a href=\"https://laohu8.com/S/EEME\">iShares</a> PHLX Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>.</p><p>If you review longer periods, AMD has been the clear outperformer, until you look at the 15-year figures.</p><p>These companies have been competing for the PC CPU market for decades. Here's a 20-year total-return chart:</p><p><b>And 30 years:</b></p><p>You can see from the 20- and 30-year charts that these rivals and swung back and forth in the eyes of investors repeatedly.</p><p><b>Wall Street's opinion</b></p><p>AMD is the favorite among analysts at brokerage firms, who expect great things for the stock over the next 12 months:</p><p>So there you have a clear contrast -- AMD is the up-and-comer, and it has been that way for decades. Intel's stock is cheaply priced to expected earnings, the company has a new CEO with a new strategy and is trying to move into new areas. Competition for Intel and AMD with Nvidia in the data-center space will be hot -- it is a story that will take years to unfold.</p><p>Intel has been a tremendous free-cash-flow grower over the long term, as you can see here . AMD is growing very quickly.</p><p>So maybe each stock is for a different type of investor. Or maybe investors should consider holding both.</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>Intel vs. AMD -- should you buy either stock now?</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\">\nIntel vs. AMD -- should you buy either stock now?\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\">2021-05-27 08:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>AMD has been an outperformer for years, but Intel is still a dominant presence.</p><p>Despite its woes, Intel Corp. remains the largest provider of core processors for \"x86\" PCs and servers. Its smaller rival for decades has been Advanced Micro Devices Inc. , which has made big strides in the past few years under CEO Lisa Su.</p><p>PC manufacturers and users have their preferences. For investors, Advanced Micro Devices <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> has been the clear winner. But Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> has a tremendous R&amp;D budget, has been an excellent cash-flow grower and has enjoyed decades of dominance in its main area of business.</p><p><b>Where Intel and AMD fit in</b></p><p>\"Intel is the main supplier of x86 processors and the dominant supplier of x86 server CPUs for data center applications,\" according to Dean McCarron, president of Mercury Research, a provider of PC industry data. Most PCs using x86 processors run Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Windows operating system.</p><p>Mercury Research provides market-share data based on unit shipments. Here is its worldwide breakdown for overall x86 CPU market share for the first quarter, with comparisons to the previous and year-earlier quarters:</p><p>Intel remains the leader, but you can see that for the first quarter, AMD's market share increased tremendously from a year earlier. Then again, AMD's first-quarter share was down a bit from the previous quarter.</p><p>For graphics processing units (GPUs), AMD competes with Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>.</p><p>\"In the conventional graphics market, Nvidia is dominant, but AMD is also respectably large,\" McCarron said.</p><p>According to Mercury Research, Nvidia's share in the conventional GPU market was 81%, with a 19% market share for AMD in the fourth quarter (the most recent for which unit sales data is available).</p><p>Competition for data-center GPUs is expected to heat up. Again, Nvidia dominates, as AMD's market share is less than 10%, according to McCarron. But Intel is expected to begin shipping its own data-center GPUs, code-named Ponte Vecchio, in the fourth quarter or early in 2022.</p><p><b>Key metrics</b></p><p><b>1、Size and sales</b></p><p>Here are the companies' sizes by market capitalization and sales, with all figures in millions:</p><p>These numbers are fascinating, as they show how much more the stock market values AMD relative to sales. If we divide AMD's current market cap by first-quarter sales (annualized), we have a price-to-sales ratio of 6.9, against 2.9 for Intel.</p><p>The next chart will help explain why.</p><p><b>2、Sales growth and profitability</b></p><p>Here's a look at both companies' sales growth for the first quarter from the year-earlier quarter, along with gross margins and operating margins.</p><p>Here AMD is the big winner, with first-quarter sales nearly doubling from a year earlier. The overall market is growing and both companies' sales are increasing, but AMD is giving investors what they want.</p><p>A company's gross margin is its net sales, less the cost of goods or services sold, divided by sales. Net sales exclude returns and discounts. The cost of goods or services sold includes the actual costs for making the items sold or providing the services sold. It doesn't reflect other overhead expenses. It is a useful measurement of pricing power, and a combination of high sales growth and improved gross margin is a good sign.</p><p>Intel's first-quarter gross margin narrowed, while AMD's widened.</p><p>A company's operating margin is its earnings before interest, taxes and depreciation divided by net sales. It can be considered \"return on sales.\"</p><p>When comparing the first quarter of 2021 with the year-earlier quarter, you can see a significant narrowing of Intel's operating margin and improvement for AMD's operating margin.</p><p>One advantage of Intel under CEO Pat Gelsinger, who took up his new position in February, is that Intel can spend so much more on research and development. During the first quarter, Intel spent $3.62 billion on R&amp;D, while AMD spent $610 million.</p><p>You can read more about Gelsinger's strategy and challenges here .</p><p><b>3、Free cash flow</b></p><p>A company's free cash flow <a href=\"https://laohu8.com/S/FCF\">$(FCF)$</a> is its remaining cash flow after planned capital expenditures. A company's free cash flow yield can be calculated by dividing the past 12 months' free cash flow per share by the current share price.</p><p>This chart shows both companies have grown free cash flow over the past three full years, and that Intel has a much higher FCF yield than AMD:</p><p>Intel's FCF yield of 8.11% shows the company has plenty of \"headroom\" above its current dividend yield, which is 2.44%. (AMD doesn't pay a dividend.) So Intel is better-positioned than AMD to deploy more cash through expansion, share buybacks or dividend increases.</p><p>Intel made both the three- and five-year lists of free-cash-flow compounders, which you can see here .</p><p><b>4、Stock valuation and performance</b></p><p>Here are forward price-to-earnings ratios based on consensus earnings estimates for the next 12 months among analysts polled by FactSet, along with total return figures:</p><p>Intel has shined this year, as AMD has pulled back. Intel is also far cheaper when you look at forward price-to-earnings ratios. Those are based on current share prices and consensus earnings estimates for the next 12 months among analysts polled by FactSet. In comparison, forward P/Es are 21.5 for the S&amp;P 500 Index , 27 for the Invesco QQQ Trust <a href=\"https://laohu8.com/S/QQQ\">$(QQQ)$</a> (which tracks the Nasdaq-100 Index) and 20.3 for the <a href=\"https://laohu8.com/S/EEME\">iShares</a> PHLX Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>.</p><p>If you review longer periods, AMD has been the clear outperformer, until you look at the 15-year figures.</p><p>These companies have been competing for the PC CPU market for decades. Here's a 20-year total-return chart:</p><p><b>And 30 years:</b></p><p>You can see from the 20- and 30-year charts that these rivals and swung back and forth in the eyes of investors repeatedly.</p><p><b>Wall Street's opinion</b></p><p>AMD is the favorite among analysts at brokerage firms, who expect great things for the stock over the next 12 months:</p><p>So there you have a clear contrast -- AMD is the up-and-comer, and it has been that way for decades. Intel's stock is cheaply priced to expected earnings, the company has a new CEO with a new strategy and is trying to move into new areas. Competition for Intel and AMD with Nvidia in the data-center space will be hot -- it is a story that will take years to unfold.</p><p>Intel has been a tremendous free-cash-flow grower over the long term, as you can see here . AMD is growing very quickly.</p><p>So maybe each stock is for a different type of investor. Or maybe investors should consider holding both.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","MSFT":"微软","09086":"华夏纳指-U","03086":"华夏纳指","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138149680","content_text":"AMD has been an outperformer for years, but Intel is still a dominant presence.Despite its woes, Intel Corp. remains the largest provider of core processors for \"x86\" PCs and servers. Its smaller rival for decades has been Advanced Micro Devices Inc. , which has made big strides in the past few years under CEO Lisa Su.PC manufacturers and users have their preferences. For investors, Advanced Micro Devices $(AMD)$ has been the clear winner. But Intel $(INTC)$ has a tremendous R&D budget, has been an excellent cash-flow grower and has enjoyed decades of dominance in its main area of business.Where Intel and AMD fit in\"Intel is the main supplier of x86 processors and the dominant supplier of x86 server CPUs for data center applications,\" according to Dean McCarron, president of Mercury Research, a provider of PC industry data. Most PCs using x86 processors run Microsoft Corp.'s $(MSFT)$ Windows operating system.Mercury Research provides market-share data based on unit shipments. Here is its worldwide breakdown for overall x86 CPU market share for the first quarter, with comparisons to the previous and year-earlier quarters:Intel remains the leader, but you can see that for the first quarter, AMD's market share increased tremendously from a year earlier. Then again, AMD's first-quarter share was down a bit from the previous quarter.For graphics processing units (GPUs), AMD competes with Nvidia Corp. $(NVDA)$.\"In the conventional graphics market, Nvidia is dominant, but AMD is also respectably large,\" McCarron said.According to Mercury Research, Nvidia's share in the conventional GPU market was 81%, with a 19% market share for AMD in the fourth quarter (the most recent for which unit sales data is available).Competition for data-center GPUs is expected to heat up. Again, Nvidia dominates, as AMD's market share is less than 10%, according to McCarron. But Intel is expected to begin shipping its own data-center GPUs, code-named Ponte Vecchio, in the fourth quarter or early in 2022.Key metrics1、Size and salesHere are the companies' sizes by market capitalization and sales, with all figures in millions:These numbers are fascinating, as they show how much more the stock market values AMD relative to sales. If we divide AMD's current market cap by first-quarter sales (annualized), we have a price-to-sales ratio of 6.9, against 2.9 for Intel.The next chart will help explain why.2、Sales growth and profitabilityHere's a look at both companies' sales growth for the first quarter from the year-earlier quarter, along with gross margins and operating margins.Here AMD is the big winner, with first-quarter sales nearly doubling from a year earlier. The overall market is growing and both companies' sales are increasing, but AMD is giving investors what they want.A company's gross margin is its net sales, less the cost of goods or services sold, divided by sales. Net sales exclude returns and discounts. The cost of goods or services sold includes the actual costs for making the items sold or providing the services sold. It doesn't reflect other overhead expenses. It is a useful measurement of pricing power, and a combination of high sales growth and improved gross margin is a good sign.Intel's first-quarter gross margin narrowed, while AMD's widened.A company's operating margin is its earnings before interest, taxes and depreciation divided by net sales. It can be considered \"return on sales.\"When comparing the first quarter of 2021 with the year-earlier quarter, you can see a significant narrowing of Intel's operating margin and improvement for AMD's operating margin.One advantage of Intel under CEO Pat Gelsinger, who took up his new position in February, is that Intel can spend so much more on research and development. During the first quarter, Intel spent $3.62 billion on R&D, while AMD spent $610 million.You can read more about Gelsinger's strategy and challenges here .3、Free cash flowA company's free cash flow $(FCF)$ is its remaining cash flow after planned capital expenditures. A company's free cash flow yield can be calculated by dividing the past 12 months' free cash flow per share by the current share price.This chart shows both companies have grown free cash flow over the past three full years, and that Intel has a much higher FCF yield than AMD:Intel's FCF yield of 8.11% shows the company has plenty of \"headroom\" above its current dividend yield, which is 2.44%. (AMD doesn't pay a dividend.) So Intel is better-positioned than AMD to deploy more cash through expansion, share buybacks or dividend increases.Intel made both the three- and five-year lists of free-cash-flow compounders, which you can see here .4、Stock valuation and performanceHere are forward price-to-earnings ratios based on consensus earnings estimates for the next 12 months among analysts polled by FactSet, along with total return figures:Intel has shined this year, as AMD has pulled back. Intel is also far cheaper when you look at forward price-to-earnings ratios. Those are based on current share prices and consensus earnings estimates for the next 12 months among analysts polled by FactSet. In comparison, forward P/Es are 21.5 for the S&P 500 Index , 27 for the Invesco QQQ Trust $(QQQ)$ (which tracks the Nasdaq-100 Index) and 20.3 for the iShares PHLX Semiconductor ETF $(SOXX)$.If you review longer periods, AMD has been the clear outperformer, until you look at the 15-year figures.These companies have been competing for the PC CPU market for decades. Here's a 20-year total-return chart:And 30 years:You can see from the 20- and 30-year charts that these rivals and swung back and forth in the eyes of investors repeatedly.Wall Street's opinionAMD is the favorite among analysts at brokerage firms, who expect great things for the stock over the next 12 months:So there you have a clear contrast -- AMD is the up-and-comer, and it has been that way for decades. Intel's stock is cheaply priced to expected earnings, the company has a new CEO with a new strategy and is trying to move into new areas. Competition for Intel and AMD with Nvidia in the data-center space will be hot -- it is a story that will take years to unfold.Intel has been a tremendous free-cash-flow grower over the long term, as you can see here . AMD is growing very quickly.So maybe each stock is for a different type of investor. Or maybe investors should consider holding both.","news_type":1},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376649900,"gmtCreate":1619116427400,"gmtModify":1704719913640,"author":{"id":"3574074836050327","authorId":"3574074836050327","name":"ChangSheng","avatar":"https://static.tigerbbs.com/5d5edf931caae28cc3fd1062d58028bf","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574074836050327","authorIdStr":"3574074836050327"},"themes":[],"htmlText":"Is it good to buy now?","listText":"Is it good to buy now?","text":"Is it good to buy now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/376649900","repostId":"1172040780","repostType":4,"repost":{"id":"1172040780","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619096972,"share":"https://ttm.financial/m/news/1172040780?lang=&edition=fundamental","pubTime":"2021-04-22 21:09","market":"us","language":"en","title":"3 EV Stocks That Are At Important Support Levels And Could Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1172040780","media":"Benzinga","summary":"Electric vehicle companies NIO Inc. ,Tesla,Inc. , and Nikola Corporation  are all trading close to support. This means there is a good chance they rally.Support is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.Sometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay h","content":"<p><img src=\"https://static.tigerbbs.com/c1474f81bdbd94c87c3c2fd7c6b2c663\" tg-width=\"1200\" tg-height=\"630\"></p>\n<p>Electric vehicle companies&nbsp;<b>NIO Inc.</b>&nbsp;(NYSE:NIO),<b>Tesla</b>,<b>Inc.</b>&nbsp;(NASDAQ:TSLA), and&nbsp;<b>Nikola Corporation</b>&nbsp;(NASDAQ:NKLA) are all trading close to support. This means there is a good chance they rally.</p>\n<p>Support is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.</p>\n<p>Downtrends end when they reach support levels.</p>\n<p>Sometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay higher prices. These investors think the large buyers who created the support will eventually drive the stock higher. They want to get ahead of them.</p>\n<p>Nio has held support around the $35 level. It also reached this level in early and mid-March. Both times, a small rebound followed and that could happen again.</p>\n<p><img src=\"https://static.tigerbbs.com/0f08d2b7d5a4ce9f09e0f8a96d111469\" tg-width=\"1528\" tg-height=\"816\"></p>\n<p>Tesla has held support around the $700 level. There is support at $700 because it was a resistance level and levels that were resistance can turn into support.</p>\n<p>This happens because many of the investors who sold their shares at $700 believe they made a mistake when the shares traded higher afterward. A number of these investors decide to buy the stock back, but they will only do so if they can get it for the same price they sold at.</p>\n<p>As a result, buy orders are placed at a level that had been resistance, which&nbsp;will create support. If there are enough of these buy orders, the level will turn into a support level. That’s the case here.</p>\n<p><img src=\"https://static.tigerbbs.com/16bc657cff0abad9f5cbacb644ad799c\" tg-width=\"1519\" tg-height=\"821\"></p>\n<p>Shares of Nikola have come full circle.</p>\n<p>Last April, they were trading around $10 and&nbsp;soared to more than $90 in June.&nbsp;Since then, the stock has&nbsp;trended lower and is&nbsp;trading at $10 once again.</p>\n<p>There’s support at $10 because investors like to place their orders at even numbers. After the steep decline, there's a chance&nbsp;shares stage some type of rebound.</p>\n<p><img src=\"https://static.tigerbbs.com/4eac22ac2bd93e4ebad3120cc1f95348\" tg-width=\"1526\" tg-height=\"812\"></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>3 EV Stocks That Are At Important Support Levels And Could Rebound</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\">\n3 EV Stocks That Are At Important Support Levels And Could Rebound\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-22 21:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/c1474f81bdbd94c87c3c2fd7c6b2c663\" tg-width=\"1200\" tg-height=\"630\"></p>\n<p>Electric vehicle companies&nbsp;<b>NIO Inc.</b>&nbsp;(NYSE:NIO),<b>Tesla</b>,<b>Inc.</b>&nbsp;(NASDAQ:TSLA), and&nbsp;<b>Nikola Corporation</b>&nbsp;(NASDAQ:NKLA) are all trading close to support. This means there is a good chance they rally.</p>\n<p>Support is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.</p>\n<p>Downtrends end when they reach support levels.</p>\n<p>Sometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay higher prices. These investors think the large buyers who created the support will eventually drive the stock higher. They want to get ahead of them.</p>\n<p>Nio has held support around the $35 level. It also reached this level in early and mid-March. Both times, a small rebound followed and that could happen again.</p>\n<p><img src=\"https://static.tigerbbs.com/0f08d2b7d5a4ce9f09e0f8a96d111469\" tg-width=\"1528\" tg-height=\"816\"></p>\n<p>Tesla has held support around the $700 level. There is support at $700 because it was a resistance level and levels that were resistance can turn into support.</p>\n<p>This happens because many of the investors who sold their shares at $700 believe they made a mistake when the shares traded higher afterward. A number of these investors decide to buy the stock back, but they will only do so if they can get it for the same price they sold at.</p>\n<p>As a result, buy orders are placed at a level that had been resistance, which&nbsp;will create support. If there are enough of these buy orders, the level will turn into a support level. That’s the case here.</p>\n<p><img src=\"https://static.tigerbbs.com/16bc657cff0abad9f5cbacb644ad799c\" tg-width=\"1519\" tg-height=\"821\"></p>\n<p>Shares of Nikola have come full circle.</p>\n<p>Last April, they were trading around $10 and&nbsp;soared to more than $90 in June.&nbsp;Since then, the stock has&nbsp;trended lower and is&nbsp;trading at $10 once again.</p>\n<p>There’s support at $10 because investors like to place their orders at even numbers. After the steep decline, there's a chance&nbsp;shares stage some type of rebound.</p>\n<p><img src=\"https://static.tigerbbs.com/4eac22ac2bd93e4ebad3120cc1f95348\" tg-width=\"1526\" tg-height=\"812\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NKLA":"Nikola Corporation","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172040780","content_text":"Electric vehicle companies NIO Inc. (NYSE:NIO),Tesla,Inc. (NASDAQ:TSLA), and Nikola Corporation (NASDAQ:NKLA) are all trading close to support. This means there is a good chance they rally.\nSupport is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.\nDowntrends end when they reach support levels.\nSometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay higher prices. These investors think the large buyers who created the support will eventually drive the stock higher. They want to get ahead of them.\nNio has held support around the $35 level. It also reached this level in early and mid-March. Both times, a small rebound followed and that could happen again.\n\nTesla has held support around the $700 level. There is support at $700 because it was a resistance level and levels that were resistance can turn into support.\nThis happens because many of the investors who sold their shares at $700 believe they made a mistake when the shares traded higher afterward. A number of these investors decide to buy the stock back, but they will only do so if they can get it for the same price they sold at.\nAs a result, buy orders are placed at a level that had been resistance, which will create support. If there are enough of these buy orders, the level will turn into a support level. That’s the case here.\n\nShares of Nikola have come full circle.\nLast April, they were trading around $10 and soared to more than $90 in June. Since then, the stock has trended lower and is trading at $10 once again.\nThere’s support at $10 because investors like to place their orders at even numbers. After the steep decline, there's a chance shares stage some type of rebound.","news_type":1},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":157147817,"gmtCreate":1625575193139,"gmtModify":1703744065063,"author":{"id":"3574074836050327","authorId":"3574074836050327","name":"ChangSheng","avatar":"https://static.tigerbbs.com/5d5edf931caae28cc3fd1062d58028bf","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574074836050327","authorIdStr":"3574074836050327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>will BABA up today?","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>will BABA up today?","text":"$Alibaba(BABA)$will BABA up today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157147817","isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188299077,"gmtCreate":1623441435499,"gmtModify":1704203784662,"author":{"id":"3574074836050327","authorId":"3574074836050327","name":"ChangSheng","avatar":"https://static.tigerbbs.com/5d5edf931caae28cc3fd1062d58028bf","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574074836050327","authorIdStr":"3574074836050327"},"themes":[],"htmlText":"It is a very good stock.","listText":"It is a very good stock.","text":"It is a very good stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/188299077","repostId":"1135185071","repostType":4,"repost":{"id":"1135185071","pubTimestamp":1623425954,"share":"https://ttm.financial/m/news/1135185071?lang=&edition=fundamental","pubTime":"2021-06-11 23:39","market":"us","language":"en","title":"Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1135185071","media":"Barron's","summary":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.Taiwan Semiconductor Manufacturing sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple andQualcomm and Chinese companies like Huawei Technolog","content":"<p><img src=\"https://static.tigerbbs.com/dc1ac5d314c0b0f304bf6c78a0f2b0c7\" tg-width=\"1260\" tg-height=\"840\">A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.</p>\n<p>Taiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.</p>\n<p>But TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.</p>\n<p>To be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.</p>\n<p>Founded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.</p>\n<p>Even the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.</p>\n<p>Despite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.</p>\n<p><img src=\"https://static.tigerbbs.com/f343f4fd4554dcc3a5fc6842713fd34c\" tg-width=\"685\" tg-height=\"429\">That elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.</p>\n<p>Meanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.</p>\n<p>Daiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.</p>\n<p>Hsu told<i>Barron’s</i>in an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.</p>\n<p>Lackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.</p>\n<p>“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&amp;P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.</p>\n<p>Analysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.</p>\n<p><b>Chips on the Table</b></p>\n<p>Shares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.</p>\n<p><img src=\"https://static.tigerbbs.com/5615dee32fa47048e8747447b01257c9\" tg-width=\"663\" tg-height=\"272\"></p>\n<p>In April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.</p>\n<p>Even so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.</p>\n<p>Those buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.</p>\n<p>“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”</p>\n<p>One of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.</p>\n<p>In the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.</p>\n<p>The Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.</p>\n<p>The industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.</p>\n<p>The companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.</p>\n<p>In the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.</p>\n<p>Current valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.</p>\n<p>In an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.</p>\n<p>The biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.</p>\n<p>While policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.</p>\n<p>TSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.</p>\n<p>The risks don’t change the fact that semiconductors have never been more important.</p>\n<p>“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.</p>\n<p>And yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”</p>\n<p>Investors just have to pick the right entry point.</p>","source":"lsy1610680873436","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>Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.</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\">\nTaiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars ...</p>\n\n<a href=\"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135185071","content_text":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.\nTaiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.\nBut TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.\nTo be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.\nFounded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.\nEven the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.\nDespite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.\nThat elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.\nMeanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.\nDaiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.\nHsu toldBarron’sin an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.\nLackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.\n“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.\nAnalysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.\nChips on the Table\nShares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.\n\nIn April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.\nEven so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.\nThose buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.\n“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”\nOne of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.\nIn the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.\nThe Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.\nThe industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.\nThe companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.\nIn the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.\nCurrent valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.\nIn an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.\nThe biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.\nWhile policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.\nTSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.\nThe risks don’t change the fact that semiconductors have never been more important.\n“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.\nAnd yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”\nInvestors just have to pick the right entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376649900,"gmtCreate":1619116427400,"gmtModify":1704719913640,"author":{"id":"3574074836050327","authorId":"3574074836050327","name":"ChangSheng","avatar":"https://static.tigerbbs.com/5d5edf931caae28cc3fd1062d58028bf","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574074836050327","authorIdStr":"3574074836050327"},"themes":[],"htmlText":"Is it good to buy now?","listText":"Is it good to buy now?","text":"Is it good to buy now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/376649900","repostId":"1172040780","repostType":4,"repost":{"id":"1172040780","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619096972,"share":"https://ttm.financial/m/news/1172040780?lang=&edition=fundamental","pubTime":"2021-04-22 21:09","market":"us","language":"en","title":"3 EV Stocks That Are At Important Support Levels And Could Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1172040780","media":"Benzinga","summary":"Electric vehicle companies NIO Inc. ,Tesla,Inc. , and Nikola Corporation  are all trading close to support. This means there is a good chance they rally.Support is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.Sometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay h","content":"<p><img src=\"https://static.tigerbbs.com/c1474f81bdbd94c87c3c2fd7c6b2c663\" tg-width=\"1200\" tg-height=\"630\"></p>\n<p>Electric vehicle companies&nbsp;<b>NIO Inc.</b>&nbsp;(NYSE:NIO),<b>Tesla</b>,<b>Inc.</b>&nbsp;(NASDAQ:TSLA), and&nbsp;<b>Nikola Corporation</b>&nbsp;(NASDAQ:NKLA) are all trading close to support. This means there is a good chance they rally.</p>\n<p>Support is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.</p>\n<p>Downtrends end when they reach support levels.</p>\n<p>Sometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay higher prices. These investors think the large buyers who created the support will eventually drive the stock higher. They want to get ahead of them.</p>\n<p>Nio has held support around the $35 level. It also reached this level in early and mid-March. Both times, a small rebound followed and that could happen again.</p>\n<p><img src=\"https://static.tigerbbs.com/0f08d2b7d5a4ce9f09e0f8a96d111469\" tg-width=\"1528\" tg-height=\"816\"></p>\n<p>Tesla has held support around the $700 level. There is support at $700 because it was a resistance level and levels that were resistance can turn into support.</p>\n<p>This happens because many of the investors who sold their shares at $700 believe they made a mistake when the shares traded higher afterward. A number of these investors decide to buy the stock back, but they will only do so if they can get it for the same price they sold at.</p>\n<p>As a result, buy orders are placed at a level that had been resistance, which&nbsp;will create support. If there are enough of these buy orders, the level will turn into a support level. That’s the case here.</p>\n<p><img src=\"https://static.tigerbbs.com/16bc657cff0abad9f5cbacb644ad799c\" tg-width=\"1519\" tg-height=\"821\"></p>\n<p>Shares of Nikola have come full circle.</p>\n<p>Last April, they were trading around $10 and&nbsp;soared to more than $90 in June.&nbsp;Since then, the stock has&nbsp;trended lower and is&nbsp;trading at $10 once again.</p>\n<p>There’s support at $10 because investors like to place their orders at even numbers. After the steep decline, there's a chance&nbsp;shares stage some type of rebound.</p>\n<p><img src=\"https://static.tigerbbs.com/4eac22ac2bd93e4ebad3120cc1f95348\" tg-width=\"1526\" tg-height=\"812\"></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>3 EV Stocks That Are At Important Support Levels And Could Rebound</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\">\n3 EV Stocks That Are At Important Support Levels And Could Rebound\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-22 21:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/c1474f81bdbd94c87c3c2fd7c6b2c663\" tg-width=\"1200\" tg-height=\"630\"></p>\n<p>Electric vehicle companies&nbsp;<b>NIO Inc.</b>&nbsp;(NYSE:NIO),<b>Tesla</b>,<b>Inc.</b>&nbsp;(NASDAQ:TSLA), and&nbsp;<b>Nikola Corporation</b>&nbsp;(NASDAQ:NKLA) are all trading close to support. This means there is a good chance they rally.</p>\n<p>Support is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.</p>\n<p>Downtrends end when they reach support levels.</p>\n<p>Sometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay higher prices. These investors think the large buyers who created the support will eventually drive the stock higher. They want to get ahead of them.</p>\n<p>Nio has held support around the $35 level. It also reached this level in early and mid-March. Both times, a small rebound followed and that could happen again.</p>\n<p><img src=\"https://static.tigerbbs.com/0f08d2b7d5a4ce9f09e0f8a96d111469\" tg-width=\"1528\" tg-height=\"816\"></p>\n<p>Tesla has held support around the $700 level. There is support at $700 because it was a resistance level and levels that were resistance can turn into support.</p>\n<p>This happens because many of the investors who sold their shares at $700 believe they made a mistake when the shares traded higher afterward. A number of these investors decide to buy the stock back, but they will only do so if they can get it for the same price they sold at.</p>\n<p>As a result, buy orders are placed at a level that had been resistance, which&nbsp;will create support. If there are enough of these buy orders, the level will turn into a support level. That’s the case here.</p>\n<p><img src=\"https://static.tigerbbs.com/16bc657cff0abad9f5cbacb644ad799c\" tg-width=\"1519\" tg-height=\"821\"></p>\n<p>Shares of Nikola have come full circle.</p>\n<p>Last April, they were trading around $10 and&nbsp;soared to more than $90 in June.&nbsp;Since then, the stock has&nbsp;trended lower and is&nbsp;trading at $10 once again.</p>\n<p>There’s support at $10 because investors like to place their orders at even numbers. After the steep decline, there's a chance&nbsp;shares stage some type of rebound.</p>\n<p><img src=\"https://static.tigerbbs.com/4eac22ac2bd93e4ebad3120cc1f95348\" tg-width=\"1526\" tg-height=\"812\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NKLA":"Nikola Corporation","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172040780","content_text":"Electric vehicle companies NIO Inc. (NYSE:NIO),Tesla,Inc. (NASDAQ:TSLA), and Nikola Corporation (NASDAQ:NKLA) are all trading close to support. This means there is a good chance they rally.\nSupport is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.\nDowntrends end when they reach support levels.\nSometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay higher prices. These investors think the large buyers who created the support will eventually drive the stock higher. They want to get ahead of them.\nNio has held support around the $35 level. It also reached this level in early and mid-March. Both times, a small rebound followed and that could happen again.\n\nTesla has held support around the $700 level. There is support at $700 because it was a resistance level and levels that were resistance can turn into support.\nThis happens because many of the investors who sold their shares at $700 believe they made a mistake when the shares traded higher afterward. A number of these investors decide to buy the stock back, but they will only do so if they can get it for the same price they sold at.\nAs a result, buy orders are placed at a level that had been resistance, which will create support. If there are enough of these buy orders, the level will turn into a support level. That’s the case here.\n\nShares of Nikola have come full circle.\nLast April, they were trading around $10 and soared to more than $90 in June. Since then, the stock has trended lower and is trading at $10 once again.\nThere’s support at $10 because investors like to place their orders at even numbers. After the steep decline, there's a chance shares stage some type of rebound.","news_type":1},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119820980,"gmtCreate":1622536434740,"gmtModify":1704185830070,"author":{"id":"3574074836050327","authorId":"3574074836050327","name":"ChangSheng","avatar":"https://static.tigerbbs.com/5d5edf931caae28cc3fd1062d58028bf","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574074836050327","authorIdStr":"3574074836050327"},"themes":[],"htmlText":"I will buy Intel","listText":"I will buy Intel","text":"I will buy Intel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119820980","repostId":"2138149680","repostType":2,"repost":{"id":"2138149680","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":1622074620,"share":"https://ttm.financial/m/news/2138149680?lang=&edition=fundamental","pubTime":"2021-05-27 08:17","market":"hk","language":"en","title":"Intel vs. AMD -- should you buy either stock now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2138149680","media":"Dow Jones","summary":"AMD has been an outperformer for years, but Intel is still a dominant presence.Despite its woes, Int","content":"<p>AMD has been an outperformer for years, but Intel is still a dominant presence.</p><p>Despite its woes, Intel Corp. remains the largest provider of core processors for \"x86\" PCs and servers. Its smaller rival for decades has been Advanced Micro Devices Inc. , which has made big strides in the past few years under CEO Lisa Su.</p><p>PC manufacturers and users have their preferences. For investors, Advanced Micro Devices <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> has been the clear winner. But Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> has a tremendous R&amp;D budget, has been an excellent cash-flow grower and has enjoyed decades of dominance in its main area of business.</p><p><b>Where Intel and AMD fit in</b></p><p>\"Intel is the main supplier of x86 processors and the dominant supplier of x86 server CPUs for data center applications,\" according to Dean McCarron, president of Mercury Research, a provider of PC industry data. Most PCs using x86 processors run Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Windows operating system.</p><p>Mercury Research provides market-share data based on unit shipments. Here is its worldwide breakdown for overall x86 CPU market share for the first quarter, with comparisons to the previous and year-earlier quarters:</p><p>Intel remains the leader, but you can see that for the first quarter, AMD's market share increased tremendously from a year earlier. Then again, AMD's first-quarter share was down a bit from the previous quarter.</p><p>For graphics processing units (GPUs), AMD competes with Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>.</p><p>\"In the conventional graphics market, Nvidia is dominant, but AMD is also respectably large,\" McCarron said.</p><p>According to Mercury Research, Nvidia's share in the conventional GPU market was 81%, with a 19% market share for AMD in the fourth quarter (the most recent for which unit sales data is available).</p><p>Competition for data-center GPUs is expected to heat up. Again, Nvidia dominates, as AMD's market share is less than 10%, according to McCarron. But Intel is expected to begin shipping its own data-center GPUs, code-named Ponte Vecchio, in the fourth quarter or early in 2022.</p><p><b>Key metrics</b></p><p><b>1、Size and sales</b></p><p>Here are the companies' sizes by market capitalization and sales, with all figures in millions:</p><p>These numbers are fascinating, as they show how much more the stock market values AMD relative to sales. If we divide AMD's current market cap by first-quarter sales (annualized), we have a price-to-sales ratio of 6.9, against 2.9 for Intel.</p><p>The next chart will help explain why.</p><p><b>2、Sales growth and profitability</b></p><p>Here's a look at both companies' sales growth for the first quarter from the year-earlier quarter, along with gross margins and operating margins.</p><p>Here AMD is the big winner, with first-quarter sales nearly doubling from a year earlier. The overall market is growing and both companies' sales are increasing, but AMD is giving investors what they want.</p><p>A company's gross margin is its net sales, less the cost of goods or services sold, divided by sales. Net sales exclude returns and discounts. The cost of goods or services sold includes the actual costs for making the items sold or providing the services sold. It doesn't reflect other overhead expenses. It is a useful measurement of pricing power, and a combination of high sales growth and improved gross margin is a good sign.</p><p>Intel's first-quarter gross margin narrowed, while AMD's widened.</p><p>A company's operating margin is its earnings before interest, taxes and depreciation divided by net sales. It can be considered \"return on sales.\"</p><p>When comparing the first quarter of 2021 with the year-earlier quarter, you can see a significant narrowing of Intel's operating margin and improvement for AMD's operating margin.</p><p>One advantage of Intel under CEO Pat Gelsinger, who took up his new position in February, is that Intel can spend so much more on research and development. During the first quarter, Intel spent $3.62 billion on R&amp;D, while AMD spent $610 million.</p><p>You can read more about Gelsinger's strategy and challenges here .</p><p><b>3、Free cash flow</b></p><p>A company's free cash flow <a href=\"https://laohu8.com/S/FCF\">$(FCF)$</a> is its remaining cash flow after planned capital expenditures. A company's free cash flow yield can be calculated by dividing the past 12 months' free cash flow per share by the current share price.</p><p>This chart shows both companies have grown free cash flow over the past three full years, and that Intel has a much higher FCF yield than AMD:</p><p>Intel's FCF yield of 8.11% shows the company has plenty of \"headroom\" above its current dividend yield, which is 2.44%. (AMD doesn't pay a dividend.) So Intel is better-positioned than AMD to deploy more cash through expansion, share buybacks or dividend increases.</p><p>Intel made both the three- and five-year lists of free-cash-flow compounders, which you can see here .</p><p><b>4、Stock valuation and performance</b></p><p>Here are forward price-to-earnings ratios based on consensus earnings estimates for the next 12 months among analysts polled by FactSet, along with total return figures:</p><p>Intel has shined this year, as AMD has pulled back. Intel is also far cheaper when you look at forward price-to-earnings ratios. Those are based on current share prices and consensus earnings estimates for the next 12 months among analysts polled by FactSet. In comparison, forward P/Es are 21.5 for the S&amp;P 500 Index , 27 for the Invesco QQQ Trust <a href=\"https://laohu8.com/S/QQQ\">$(QQQ)$</a> (which tracks the Nasdaq-100 Index) and 20.3 for the <a href=\"https://laohu8.com/S/EEME\">iShares</a> PHLX Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>.</p><p>If you review longer periods, AMD has been the clear outperformer, until you look at the 15-year figures.</p><p>These companies have been competing for the PC CPU market for decades. Here's a 20-year total-return chart:</p><p><b>And 30 years:</b></p><p>You can see from the 20- and 30-year charts that these rivals and swung back and forth in the eyes of investors repeatedly.</p><p><b>Wall Street's opinion</b></p><p>AMD is the favorite among analysts at brokerage firms, who expect great things for the stock over the next 12 months:</p><p>So there you have a clear contrast -- AMD is the up-and-comer, and it has been that way for decades. Intel's stock is cheaply priced to expected earnings, the company has a new CEO with a new strategy and is trying to move into new areas. Competition for Intel and AMD with Nvidia in the data-center space will be hot -- it is a story that will take years to unfold.</p><p>Intel has been a tremendous free-cash-flow grower over the long term, as you can see here . AMD is growing very quickly.</p><p>So maybe each stock is for a different type of investor. Or maybe investors should consider holding both.</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>Intel vs. AMD -- should you buy either stock now?</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\">\nIntel vs. AMD -- should you buy either stock now?\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\">2021-05-27 08:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>AMD has been an outperformer for years, but Intel is still a dominant presence.</p><p>Despite its woes, Intel Corp. remains the largest provider of core processors for \"x86\" PCs and servers. Its smaller rival for decades has been Advanced Micro Devices Inc. , which has made big strides in the past few years under CEO Lisa Su.</p><p>PC manufacturers and users have their preferences. For investors, Advanced Micro Devices <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> has been the clear winner. But Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> has a tremendous R&amp;D budget, has been an excellent cash-flow grower and has enjoyed decades of dominance in its main area of business.</p><p><b>Where Intel and AMD fit in</b></p><p>\"Intel is the main supplier of x86 processors and the dominant supplier of x86 server CPUs for data center applications,\" according to Dean McCarron, president of Mercury Research, a provider of PC industry data. Most PCs using x86 processors run Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Windows operating system.</p><p>Mercury Research provides market-share data based on unit shipments. Here is its worldwide breakdown for overall x86 CPU market share for the first quarter, with comparisons to the previous and year-earlier quarters:</p><p>Intel remains the leader, but you can see that for the first quarter, AMD's market share increased tremendously from a year earlier. Then again, AMD's first-quarter share was down a bit from the previous quarter.</p><p>For graphics processing units (GPUs), AMD competes with Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>.</p><p>\"In the conventional graphics market, Nvidia is dominant, but AMD is also respectably large,\" McCarron said.</p><p>According to Mercury Research, Nvidia's share in the conventional GPU market was 81%, with a 19% market share for AMD in the fourth quarter (the most recent for which unit sales data is available).</p><p>Competition for data-center GPUs is expected to heat up. Again, Nvidia dominates, as AMD's market share is less than 10%, according to McCarron. But Intel is expected to begin shipping its own data-center GPUs, code-named Ponte Vecchio, in the fourth quarter or early in 2022.</p><p><b>Key metrics</b></p><p><b>1、Size and sales</b></p><p>Here are the companies' sizes by market capitalization and sales, with all figures in millions:</p><p>These numbers are fascinating, as they show how much more the stock market values AMD relative to sales. If we divide AMD's current market cap by first-quarter sales (annualized), we have a price-to-sales ratio of 6.9, against 2.9 for Intel.</p><p>The next chart will help explain why.</p><p><b>2、Sales growth and profitability</b></p><p>Here's a look at both companies' sales growth for the first quarter from the year-earlier quarter, along with gross margins and operating margins.</p><p>Here AMD is the big winner, with first-quarter sales nearly doubling from a year earlier. The overall market is growing and both companies' sales are increasing, but AMD is giving investors what they want.</p><p>A company's gross margin is its net sales, less the cost of goods or services sold, divided by sales. Net sales exclude returns and discounts. The cost of goods or services sold includes the actual costs for making the items sold or providing the services sold. It doesn't reflect other overhead expenses. It is a useful measurement of pricing power, and a combination of high sales growth and improved gross margin is a good sign.</p><p>Intel's first-quarter gross margin narrowed, while AMD's widened.</p><p>A company's operating margin is its earnings before interest, taxes and depreciation divided by net sales. It can be considered \"return on sales.\"</p><p>When comparing the first quarter of 2021 with the year-earlier quarter, you can see a significant narrowing of Intel's operating margin and improvement for AMD's operating margin.</p><p>One advantage of Intel under CEO Pat Gelsinger, who took up his new position in February, is that Intel can spend so much more on research and development. During the first quarter, Intel spent $3.62 billion on R&amp;D, while AMD spent $610 million.</p><p>You can read more about Gelsinger's strategy and challenges here .</p><p><b>3、Free cash flow</b></p><p>A company's free cash flow <a href=\"https://laohu8.com/S/FCF\">$(FCF)$</a> is its remaining cash flow after planned capital expenditures. A company's free cash flow yield can be calculated by dividing the past 12 months' free cash flow per share by the current share price.</p><p>This chart shows both companies have grown free cash flow over the past three full years, and that Intel has a much higher FCF yield than AMD:</p><p>Intel's FCF yield of 8.11% shows the company has plenty of \"headroom\" above its current dividend yield, which is 2.44%. (AMD doesn't pay a dividend.) So Intel is better-positioned than AMD to deploy more cash through expansion, share buybacks or dividend increases.</p><p>Intel made both the three- and five-year lists of free-cash-flow compounders, which you can see here .</p><p><b>4、Stock valuation and performance</b></p><p>Here are forward price-to-earnings ratios based on consensus earnings estimates for the next 12 months among analysts polled by FactSet, along with total return figures:</p><p>Intel has shined this year, as AMD has pulled back. Intel is also far cheaper when you look at forward price-to-earnings ratios. Those are based on current share prices and consensus earnings estimates for the next 12 months among analysts polled by FactSet. In comparison, forward P/Es are 21.5 for the S&amp;P 500 Index , 27 for the Invesco QQQ Trust <a href=\"https://laohu8.com/S/QQQ\">$(QQQ)$</a> (which tracks the Nasdaq-100 Index) and 20.3 for the <a href=\"https://laohu8.com/S/EEME\">iShares</a> PHLX Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>.</p><p>If you review longer periods, AMD has been the clear outperformer, until you look at the 15-year figures.</p><p>These companies have been competing for the PC CPU market for decades. Here's a 20-year total-return chart:</p><p><b>And 30 years:</b></p><p>You can see from the 20- and 30-year charts that these rivals and swung back and forth in the eyes of investors repeatedly.</p><p><b>Wall Street's opinion</b></p><p>AMD is the favorite among analysts at brokerage firms, who expect great things for the stock over the next 12 months:</p><p>So there you have a clear contrast -- AMD is the up-and-comer, and it has been that way for decades. Intel's stock is cheaply priced to expected earnings, the company has a new CEO with a new strategy and is trying to move into new areas. Competition for Intel and AMD with Nvidia in the data-center space will be hot -- it is a story that will take years to unfold.</p><p>Intel has been a tremendous free-cash-flow grower over the long term, as you can see here . AMD is growing very quickly.</p><p>So maybe each stock is for a different type of investor. Or maybe investors should consider holding both.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","MSFT":"微软","09086":"华夏纳指-U","03086":"华夏纳指","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138149680","content_text":"AMD has been an outperformer for years, but Intel is still a dominant presence.Despite its woes, Intel Corp. remains the largest provider of core processors for \"x86\" PCs and servers. Its smaller rival for decades has been Advanced Micro Devices Inc. , which has made big strides in the past few years under CEO Lisa Su.PC manufacturers and users have their preferences. For investors, Advanced Micro Devices $(AMD)$ has been the clear winner. But Intel $(INTC)$ has a tremendous R&D budget, has been an excellent cash-flow grower and has enjoyed decades of dominance in its main area of business.Where Intel and AMD fit in\"Intel is the main supplier of x86 processors and the dominant supplier of x86 server CPUs for data center applications,\" according to Dean McCarron, president of Mercury Research, a provider of PC industry data. Most PCs using x86 processors run Microsoft Corp.'s $(MSFT)$ Windows operating system.Mercury Research provides market-share data based on unit shipments. Here is its worldwide breakdown for overall x86 CPU market share for the first quarter, with comparisons to the previous and year-earlier quarters:Intel remains the leader, but you can see that for the first quarter, AMD's market share increased tremendously from a year earlier. Then again, AMD's first-quarter share was down a bit from the previous quarter.For graphics processing units (GPUs), AMD competes with Nvidia Corp. $(NVDA)$.\"In the conventional graphics market, Nvidia is dominant, but AMD is also respectably large,\" McCarron said.According to Mercury Research, Nvidia's share in the conventional GPU market was 81%, with a 19% market share for AMD in the fourth quarter (the most recent for which unit sales data is available).Competition for data-center GPUs is expected to heat up. Again, Nvidia dominates, as AMD's market share is less than 10%, according to McCarron. But Intel is expected to begin shipping its own data-center GPUs, code-named Ponte Vecchio, in the fourth quarter or early in 2022.Key metrics1、Size and salesHere are the companies' sizes by market capitalization and sales, with all figures in millions:These numbers are fascinating, as they show how much more the stock market values AMD relative to sales. If we divide AMD's current market cap by first-quarter sales (annualized), we have a price-to-sales ratio of 6.9, against 2.9 for Intel.The next chart will help explain why.2、Sales growth and profitabilityHere's a look at both companies' sales growth for the first quarter from the year-earlier quarter, along with gross margins and operating margins.Here AMD is the big winner, with first-quarter sales nearly doubling from a year earlier. The overall market is growing and both companies' sales are increasing, but AMD is giving investors what they want.A company's gross margin is its net sales, less the cost of goods or services sold, divided by sales. Net sales exclude returns and discounts. The cost of goods or services sold includes the actual costs for making the items sold or providing the services sold. It doesn't reflect other overhead expenses. It is a useful measurement of pricing power, and a combination of high sales growth and improved gross margin is a good sign.Intel's first-quarter gross margin narrowed, while AMD's widened.A company's operating margin is its earnings before interest, taxes and depreciation divided by net sales. It can be considered \"return on sales.\"When comparing the first quarter of 2021 with the year-earlier quarter, you can see a significant narrowing of Intel's operating margin and improvement for AMD's operating margin.One advantage of Intel under CEO Pat Gelsinger, who took up his new position in February, is that Intel can spend so much more on research and development. During the first quarter, Intel spent $3.62 billion on R&D, while AMD spent $610 million.You can read more about Gelsinger's strategy and challenges here .3、Free cash flowA company's free cash flow $(FCF)$ is its remaining cash flow after planned capital expenditures. A company's free cash flow yield can be calculated by dividing the past 12 months' free cash flow per share by the current share price.This chart shows both companies have grown free cash flow over the past three full years, and that Intel has a much higher FCF yield than AMD:Intel's FCF yield of 8.11% shows the company has plenty of \"headroom\" above its current dividend yield, which is 2.44%. (AMD doesn't pay a dividend.) So Intel is better-positioned than AMD to deploy more cash through expansion, share buybacks or dividend increases.Intel made both the three- and five-year lists of free-cash-flow compounders, which you can see here .4、Stock valuation and performanceHere are forward price-to-earnings ratios based on consensus earnings estimates for the next 12 months among analysts polled by FactSet, along with total return figures:Intel has shined this year, as AMD has pulled back. Intel is also far cheaper when you look at forward price-to-earnings ratios. Those are based on current share prices and consensus earnings estimates for the next 12 months among analysts polled by FactSet. In comparison, forward P/Es are 21.5 for the S&P 500 Index , 27 for the Invesco QQQ Trust $(QQQ)$ (which tracks the Nasdaq-100 Index) and 20.3 for the iShares PHLX Semiconductor ETF $(SOXX)$.If you review longer periods, AMD has been the clear outperformer, until you look at the 15-year figures.These companies have been competing for the PC CPU market for decades. Here's a 20-year total-return chart:And 30 years:You can see from the 20- and 30-year charts that these rivals and swung back and forth in the eyes of investors repeatedly.Wall Street's opinionAMD is the favorite among analysts at brokerage firms, who expect great things for the stock over the next 12 months:So there you have a clear contrast -- AMD is the up-and-comer, and it has been that way for decades. Intel's stock is cheaply priced to expected earnings, the company has a new CEO with a new strategy and is trying to move into new areas. Competition for Intel and AMD with Nvidia in the data-center space will be hot -- it is a story that will take years to unfold.Intel has been a tremendous free-cash-flow grower over the long term, as you can see here . AMD is growing very quickly.So maybe each stock is for a different type of investor. Or maybe investors should consider holding both.","news_type":1},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367037285781600,"gmtCreate":1730617106547,"gmtModify":1730617112323,"author":{"id":"3574074836050327","authorId":"3574074836050327","name":"ChangSheng","avatar":"https://static.tigerbbs.com/5d5edf931caae28cc3fd1062d58028bf","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574074836050327","authorIdStr":"3574074836050327"},"themes":[],"htmlText":"It's my pleasure to reach this ranking.&nbsp;","listText":"It's my pleasure to reach this ranking.&nbsp;","text":"It's my pleasure to reach this ranking.","images":[{"img":"https://community-static.tradeup.com/news/f3f632d558dc1242184e9152d17a9367","width":"1080","height":"1660"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367037285781600","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356669638205744,"gmtCreate":1728079631453,"gmtModify":1728099823445,"author":{"id":"3574074836050327","authorId":"3574074836050327","name":"ChangSheng","avatar":"https://static.tigerbbs.com/5d5edf931caae28cc3fd1062d58028bf","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574074836050327","authorIdStr":"3574074836050327"},"themes":[],"title":"Tiger BOSS Debit Card - BIG BOSS BASH!","htmlText":"Find out more here:<a href=\"https://tigr.link/to?data=aHR0cHM6Ly93d3cudGlnZXJicm9rZXJzLmNvbS5zZy9hY3Rpdml0eS9tYXJrZXQvMjAyNC9kZWJpdC1jYXJkP3NoYXJlSUQ9MTcyODA3OTU0NzIzNDQ4NjA4Nzg4Jmxhbmc9ZW5fVVMmc2tpbj0yJmVkaXRpb249ZnVuZGFtZW50YWwmYXNzaXN0SWQ9T01YVVhKQ08mdXVpZD0zNTc0MDc0ODM2MDUwMzI3Jmludml0ZT0mYWRjb2RlPUFDMTcwNzIwNjY2NzU4OUVkdU1iQiZ1dG1fbWVkaXVtPWh0dHBfbGluayZ1dG1fc291cmNlPWludml0ZSZ1dG1fY2FtcGFpZ249QUMxNzA3MjA2NjY3NTg5RWR1TWJCIy8=&amp;utm_campaign=AC1707206667589EduMbB&amp;utm_medium=tiger_community&amp;shareID=9ca6d6604a4ef8f8a346598a3dcef98b&amp;invite=05GQYA&amp;lang=en_US&amp;platform=android&amp;utm_source=invite\">Tiger BOSS Debit Card - BIG BOSS BASH!</a> Grab your friends, win SGD 888*!","listText":"Find out more here:<a href=\"https://tigr.link/to?data=aHR0cHM6Ly93d3cudGlnZXJicm9rZXJzLmNvbS5zZy9hY3Rpdml0eS9tYXJrZXQvMjAyNC9kZWJpdC1jYXJkP3NoYXJlSUQ9MTcyODA3OTU0NzIzNDQ4NjA4Nzg4Jmxhbmc9ZW5fVVMmc2tpbj0yJmVkaXRpb249ZnVuZGFtZW50YWwmYXNzaXN0SWQ9T01YVVhKQ08mdXVpZD0zNTc0MDc0ODM2MDUwMzI3Jmludml0ZT0mYWRjb2RlPUFDMTcwNzIwNjY2NzU4OUVkdU1iQiZ1dG1fbWVkaXVtPWh0dHBfbGluayZ1dG1fc291cmNlPWludml0ZSZ1dG1fY2FtcGFpZ249QUMxNzA3MjA2NjY3NTg5RWR1TWJCIy8=&amp;utm_campaign=AC1707206667589EduMbB&amp;utm_medium=tiger_community&amp;shareID=9ca6d6604a4ef8f8a346598a3dcef98b&amp;invite=05GQYA&amp;lang=en_US&amp;platform=android&amp;utm_source=invite\">Tiger BOSS Debit Card - BIG BOSS BASH!</a> Grab your friends, win SGD 888*!","text":"Find out more here:Tiger BOSS Debit Card - BIG BOSS BASH! Grab your friends, win SGD 888*!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356669638205744","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355925721051488,"gmtCreate":1727898013550,"gmtModify":1727898018484,"author":{"id":"3574074836050327","authorId":"3574074836050327","name":"ChangSheng","avatar":"https://static.tigerbbs.com/5d5edf931caae28cc3fd1062d58028bf","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574074836050327","authorIdStr":"3574074836050327"},"themes":[],"htmlText":"Result&nbsp;","listText":"Result&nbsp;","text":"Result","images":[{"img":"https://community-static.tradeup.com/news/cbc34b7502031e8c581e52a62646be2d","width":"876","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355925721051488","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":333375422283896,"gmtCreate":1722435406472,"gmtModify":1722438081988,"author":{"id":"3574074836050327","authorId":"3574074836050327","name":"ChangSheng","avatar":"https://static.tigerbbs.com/5d5edf931caae28cc3fd1062d58028bf","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574074836050327","authorIdStr":"3574074836050327"},"themes":[],"title":"TIGER ROARS, DECADES SOAR.","htmlText":"Find out more here:<a href=\"https://tigr.link/9rwoBq\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","listText":"Find out more here:<a href=\"https://tigr.link/9rwoBq\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","text":"Find out more here:TIGER ROARS, DECADES SOAR. 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