Greendoge personal page - To The Moon

Greendoge

Not financial advice

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08-29

4 bs pointers. #1 quarter didn't slow down, and is on trend. #2 senseless #3 50billion is nothing but selling a few million and msm makes a big deal? Bs. #4 senseless.

Nvidia's Guidance Is A Disappointment

05-16

Why does tigerbrokers keep feeding people these fuds? 👀😂

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2023-12-15

Not sure. But its good info

2023-12-15

$Tesla Motors(TSLA)$ When stocks go down the media follows.

2023-12-15

Possibly a Christmas gift waiting to happen?

2022-05-19

Anyone shouldnt need to read this fools conclusion to know what their going to conclude.

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2022-03-23

Something smells like faeces

Sorry, the original content has been removed

2021-07-08

Its a fud. Look at the numbers. Retail investors are growing. Its not due to retail investors dropping. Do your dd.

As meme stock momentum fades, AMC, GameStop fall

2021-06-17

$GameStop(GME)$ Its gonna boom-bah soon

2021-06-16

$Lordstown Motors Corp.(RIDE)$ Do you own fact check. Dont decide anything from the posts here.

2021-03-25

$GameStop(GME)$ Interesting how the short interest is still 4.3% when shortable shares already dropped to 4k.

2021-03-22

$Lordstown Motors Corp.(RIDE)$ Dont be caught in a pump and dump. Fundamental facts dont lie.

2021-03-19

https://www.youtube.com/watch?v=pfnsFGnNnnY

$Lordstown Motors Corp.(RIDE)$Do your due diligence. Dont simply buy because it appears "cheap". good luck

https://www.youtube.com/watch?v=pfnsFGnNnnY

2021-03-16

$GameStop(GME)$Check out twitter.

2021-03-12

$GameStop(GME)$ gme is the new high yield bond. loljk

2021-03-11

$GameStop(GME)$ A strong house is built with strong floors and ceilings.

2021-03-11

$GameStop(GME)$ Rocket dis bik boi

2021-02-09

Lets go 14bucks

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Go to Tiger App to see more news

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bs pointers. #1 quarter didn't slow down, and is on trend. #2 senseless #3 50billion is nothing but selling a few million and msm makes a big deal? Bs. #4 senseless.","listText":"4 bs pointers. #1 quarter didn't slow down, and is on trend. #2 senseless #3 50billion is nothing but selling a few million and msm makes a big deal? Bs. #4 senseless.","text":"4 bs pointers. #1 quarter didn't slow down, and is on trend. #2 senseless #3 50billion is nothing but selling a few million and msm makes a big deal? Bs. #4 senseless.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343710284935368","repostId":"2463448958","repostType":2,"repost":{"id":"2463448958","pubTimestamp":1724900771,"share":"https://ttm.financial/m/news/2463448958?lang=&edition=fundamental","pubTime":"2024-08-29 11:06","market":"sg","language":"en","title":"Nvidia's Guidance Is A Disappointment","url":"https://stock-news.laohu8.com/highlight/detail?id=2463448958","media":"seekingalpha","summary":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growt","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.</p></li><li><p>The data center segment drove significant revenue growth, but Nvidia&#39;s heavy reliance on this unit poses risks if it slows down.</p></li><li><p>Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia&#39;s share count.</p></li><li><p>Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cd66fb76fb9c3656779aa6ac145d6d\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto</p><p></p><h2 id=\"id_900299710\">Article Thesis</h2><p><strong>NVIDIA</strong> <strong>Corporation</strong> (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market&#39;s reaction was rather negative, and a new $50 billion buyback authorization didn&#39;t change that.</p><h2 id=\"id_3146604327\">Past Coverage</h2><p>I have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company&#39;s first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.</p><h2 id=\"id_2094805477\">What Happened?</h2><p>Nvidia Corporation announced its Q2 results following the market&#39;s close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e097e0e0bac95c48f6d6c430913809d5\" tg-width=\"640\" tg-height=\"275\"/></p><p>Nvidia&#39;s quarterly earnings results (Seeking Alpha)</p><p></p><p>The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn&#39;t as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That&#39;s good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.</p><p>The market seems to be a bit disappointed, as Nvidia&#39;s shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia&#39;s results and guidance over the coming hours.</p><h2 id=\"id_3202945778\">Nvidia&#39;s Performance During The Second Quarter</h2><p>Nvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia&#39;s data center segment. Here, revenues were up 155% compared to the previous year&#39;s quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia&#39;s other segments, i.e., gaming, professional visualization, auto, and OEM &amp; other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.</p><p>On the other hand, though, Nvidia&#39;s reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia&#39;s other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.</p><p>Nvidia&#39;s sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can&#39;t be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.</p><p>Of course, Nvidia&#39;s revenue performance is just one of several important factors when analyzing the company&#39;s quarterly report. Nvidia&#39;s profit performance is critical as well, and so is the company&#39;s guidance for the current quarter.</p><p>When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That&#39;s excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia&#39;s gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company&#39;s gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can&#39;t grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.</p><p>The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year&#39;s quarter -- despite hefty buyback spending. Share issuance to the company&#39;s management team and employees fully offset any share count reduction via Nvidia&#39;s buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.</p><p>Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.</p><p>When it comes to business growth in the current quarter, Nvidia&#39;s guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn&#39;t strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia&#39;s earnings release.</p><p>Beyond the current quarter, growth will depend on Nvidia&#39;s Blackwell to a large degree. Management&#39;s comments looked good in that regard. CEO Jensen Huang stated in the release:</p><blockquote><p><em>Hopper demand remains strong, and the anticipation for Blackwell is incredible.</em></p></blockquote><p>It is not possible to quantify what &#34;incredible&#34; anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (META), and other customers think about Blackwell, then that&#39;s a good sign, I believe.</p><h2 id=\"id_1825088861\">Is Nvidia A Good Investment?</h2><p>Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia&#39;s guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia&#39;s results and guidance.</p><p>Nvidia remains the AI data center king for now, and that won&#39;t change in the foreseeable future, I believe. But since Nvidia&#39;s shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I&#39;m not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.</p><p>With shares being very volatile, I wouldn&#39;t be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a &#34;Neutral&#34; rating for now.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Guidance Is A Disappointment</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Guidance Is A Disappointment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-29 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue ...</p>\n\n<a href=\"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4553":"喜马拉雅资本持仓","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4534":"瑞士信贷持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4524":"宅经济概念","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4538":"云计算","BK4527":"明星科技股","BK4543":"AI","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0080751232.USD":"富达环球多元动力基金A","NVDA":"英伟达","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4549":"软银资本持仓","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4548":"巴美列捷福持仓","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD"},"source_url":"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2463448958","content_text":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growth, but Nvidia's heavy reliance on this unit poses risks if it slows down.Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia's share count.Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.JHVEPhotoArticle ThesisNVIDIA Corporation (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market's reaction was rather negative, and a new $50 billion buyback authorization didn't change that.Past CoverageI have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company's first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.What Happened?Nvidia Corporation announced its Q2 results following the market's close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:Nvidia's quarterly earnings results (Seeking Alpha)The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn't as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That's good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.The market seems to be a bit disappointed, as Nvidia's shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia's results and guidance over the coming hours.Nvidia's Performance During The Second QuarterNvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia's data center segment. Here, revenues were up 155% compared to the previous year's quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia's other segments, i.e., gaming, professional visualization, auto, and OEM & other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.On the other hand, though, Nvidia's reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia's other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.Nvidia's sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can't be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.Of course, Nvidia's revenue performance is just one of several important factors when analyzing the company's quarterly report. Nvidia's profit performance is critical as well, and so is the company's guidance for the current quarter.When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That's excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia's gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company's gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can't grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year's quarter -- despite hefty buyback spending. Share issuance to the company's management team and employees fully offset any share count reduction via Nvidia's buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.When it comes to business growth in the current quarter, Nvidia's guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn't strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia's earnings release.Beyond the current quarter, growth will depend on Nvidia's Blackwell to a large degree. Management's comments looked good in that regard. CEO Jensen Huang stated in the release:Hopper demand remains strong, and the anticipation for Blackwell is incredible.It is not possible to quantify what \"incredible\" anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), Meta Platforms, Inc. (META), and other customers think about Blackwell, then that's a good sign, I believe.Is Nvidia A Good Investment?Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia's guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia's results and guidance.Nvidia remains the AI data center king for now, and that won't change in the foreseeable future, I believe. But since Nvidia's shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I'm not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.With shares being very volatile, I wouldn't be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a \"Neutral\" rating for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":306427643367472,"gmtCreate":1715846597680,"gmtModify":1715846601489,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"Why does tigerbrokers keep feeding people these fuds? 👀😂","listText":"Why does tigerbrokers keep feeding people these fuds? 👀😂","text":"Why does tigerbrokers keep feeding people these fuds? 👀😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/306427643367472","repostId":"2435966017","repostType":2,"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252465819263192,"gmtCreate":1702647973508,"gmtModify":1702647977902,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"Not sure. But its good info","listText":"Not sure. But its good info","text":"Not sure. But its good info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252465819263192","isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252465861959736,"gmtCreate":1702647870912,"gmtModify":1702647873712,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> When stocks go down the media follows.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> When stocks go down the media follows.&nbsp;","text":"$Tesla Motors(TSLA)$ When stocks go down the media follows.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252465861959736","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252463488131304,"gmtCreate":1702647292091,"gmtModify":1702647296360,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"Possibly a Christmas gift waiting to happen?","listText":"Possibly a Christmas gift waiting to happen?","text":"Possibly a Christmas gift waiting to happen?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252463488131304","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023571354,"gmtCreate":1652937974378,"gmtModify":1676535192967,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"Anyone shouldnt need to read this fools conclusion to know what their going to conclude.","listText":"Anyone shouldnt need to read this fools conclusion to know what their going to conclude.","text":"Anyone shouldnt need to read this fools conclusion to know what their going to conclude.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023571354","repostId":"2236757950","repostType":2,"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037977846,"gmtCreate":1648017065364,"gmtModify":1676534293538,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"Something smells like faeces&nbsp;","listText":"Something smells like faeces&nbsp;","text":"Something smells like faeces","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037977846","repostId":"1191888407","repostType":2,"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149192747,"gmtCreate":1625708095289,"gmtModify":1703746794092,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"Its a fud. Look at the numbers. Retail investors are growing. Its not due to retail investors dropping. Do your dd.","listText":"Its a fud. Look at the numbers. Retail investors are growing. Its not due to retail investors dropping. Do your dd.","text":"Its a fud. Look at the numbers. Retail investors are growing. Its not due to retail investors dropping. Do your dd.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149192747","repostId":"1139964769","repostType":4,"repost":{"id":"1139964769","pubTimestamp":1625703496,"share":"https://ttm.financial/m/news/1139964769?lang=&edition=fundamental","pubTime":"2021-07-08 08:18","market":"us","language":"en","title":"As meme stock momentum fades, AMC, GameStop fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1139964769","media":"Reuters","summary":"July 7 (Reuters) - Shares in so-called meme stocks with a following among retail investors lost grou","content":"<p>July 7 (Reuters) - Shares in so-called meme stocks with a following among retail investors lost ground on Wednesday, with <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>(AMC.N)shares down 8.1%, on track for their fourth straight day of declines, and <a href=\"https://laohu8.com/S/GME\">GameStop</a> Corp(GME.N)falling 4.9%.</p>\n<p>AMC, which fell almost 12% in the previous three sessions, hit a record high of $72.62 in early June as members of social media platforms including <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> and Reddit's WallStreetBets urged each other to buy the stock.</p>\n<p>The cinema operator, which on Tuesday scrapped a shareholder approval request for an increase in the number of shares outstanding, was trading at $45.91 after breaching its 30-day moving average.</p>\n<p>AMC was still up about 2254% year-to-date but well below its 3624% peak gain.</p>\n<p>Shares in video game retailer GameStop traded at $189.79, compared with its Jan. 28 record of $483 when investors betting against the stock were forced to buy it to cover their bets as retail investors piled in.</p>\n<p>GameStop shares have steadily declined since it announced quarterly results and flagged upcoming share sales in early June. It was last up 906% for the year-so-far compared with a roughly 2464% peak gain.</p>\n<p>\"The momentum is fading and the enthusiasm is fading,\" said Michael O’Rourke, chief market strategist at JonesTrading in Stamford, Connecticut. \"They've been pushed well beyond the appropriate fundamental valuation levels so we're starting to see some air come out.\"</p>\n<p>Some other stocks such as Newegg Commerce(NEGG.O), up 120.0%, and Data Storage Corp(DTST.O), up 39.0%, were in demand on Wednesday as they took their turn in the spotlight on forums such as Stocktwits.</p>\n<p>But other recent retail favorites were losing steam rapidly with Bsquare(BSQR.O)down 29.8% and Orbsat Corp(OSAT.O)down 12.1%.</p>\n<p>\"Yes people have made money but I also think there's a lot of retail investors that have lost a lot of money being involved in those names,\" said O'Rourke. \"The most recent rally has run it's course. I cannot predict the future but I do think the longer this goes on the idea becomes less compelling.\"</p>\n<p>Meanwhile on Reddit's WallStreetBets forum, some investors sounded anxious</p>\n<p>\"Memes pls fly,\" wrote user Twoverybigwords00.</p>\n<p>Reporting By Sinéad Carew Editing by Sonya Hepinstall Editing by Sonya Hepinstall</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>As meme stock momentum fades, AMC, GameStop fall</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs meme stock momentum fades, AMC, GameStop fall\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 08:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/business/meme-stock-momentum-fades-amc-gamestop-fall-2021-07-07/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 7 (Reuters) - Shares in so-called meme stocks with a following among retail investors lost ground on Wednesday, with AMC Entertainment(AMC.N)shares down 8.1%, on track for their fourth straight ...</p>\n\n<a href=\"https://www.reuters.com/business/meme-stock-momentum-fades-amc-gamestop-fall-2021-07-07/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站"},"source_url":"https://www.reuters.com/business/meme-stock-momentum-fades-amc-gamestop-fall-2021-07-07/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139964769","content_text":"July 7 (Reuters) - Shares in so-called meme stocks with a following among retail investors lost ground on Wednesday, with AMC Entertainment(AMC.N)shares down 8.1%, on track for their fourth straight day of declines, and GameStop Corp(GME.N)falling 4.9%.\nAMC, which fell almost 12% in the previous three sessions, hit a record high of $72.62 in early June as members of social media platforms including Twitter and Reddit's WallStreetBets urged each other to buy the stock.\nThe cinema operator, which on Tuesday scrapped a shareholder approval request for an increase in the number of shares outstanding, was trading at $45.91 after breaching its 30-day moving average.\nAMC was still up about 2254% year-to-date but well below its 3624% peak gain.\nShares in video game retailer GameStop traded at $189.79, compared with its Jan. 28 record of $483 when investors betting against the stock were forced to buy it to cover their bets as retail investors piled in.\nGameStop shares have steadily declined since it announced quarterly results and flagged upcoming share sales in early June. It was last up 906% for the year-so-far compared with a roughly 2464% peak gain.\n\"The momentum is fading and the enthusiasm is fading,\" said Michael O’Rourke, chief market strategist at JonesTrading in Stamford, Connecticut. \"They've been pushed well beyond the appropriate fundamental valuation levels so we're starting to see some air come out.\"\nSome other stocks such as Newegg Commerce(NEGG.O), up 120.0%, and Data Storage Corp(DTST.O), up 39.0%, were in demand on Wednesday as they took their turn in the spotlight on forums such as Stocktwits.\nBut other recent retail favorites were losing steam rapidly with Bsquare(BSQR.O)down 29.8% and Orbsat Corp(OSAT.O)down 12.1%.\n\"Yes people have made money but I also think there's a lot of retail investors that have lost a lot of money being involved in those names,\" said O'Rourke. \"The most recent rally has run it's course. I cannot predict the future but I do think the longer this goes on the idea becomes less compelling.\"\nMeanwhile on Reddit's WallStreetBets forum, some investors sounded anxious\n\"Memes pls fly,\" wrote user Twoverybigwords00.\nReporting By Sinéad Carew Editing by Sonya Hepinstall Editing by Sonya Hepinstall","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163885674,"gmtCreate":1623869878698,"gmtModify":1703822067098,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> Its gonna boom-bah soon","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> Its gonna boom-bah soon","text":"$GameStop(GME)$ Its gonna boom-bah soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163885674","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169512789,"gmtCreate":1623842639241,"gmtModify":1703821082313,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RIDE\">$Lordstown Motors Corp.(RIDE)$</a> Do you own fact check. Dont decide anything from the posts here.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RIDE\">$Lordstown Motors Corp.(RIDE)$</a> Do you own fact check. Dont decide anything from the posts here.","text":"$Lordstown Motors Corp.(RIDE)$ Do you own fact check. Dont decide anything from the posts here.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169512789","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351559852,"gmtCreate":1616606749276,"gmtModify":1704796421634,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> Interesting how the short interest is still 4.3% when shortable shares already dropped to 4k.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> Interesting how the short interest is still 4.3% when shortable shares already dropped to 4k.","text":"$GameStop(GME)$ Interesting how the short interest is still 4.3% when shortable shares already dropped to 4k.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351559852","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359463681,"gmtCreate":1616420639443,"gmtModify":1704793846345,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RIDE\">$Lordstown Motors Corp.(RIDE)$</a> Dont be caught in a pump and dump. Fundamental facts dont lie.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RIDE\">$Lordstown Motors Corp.(RIDE)$</a> Dont be caught in a pump and dump. Fundamental facts dont lie.","text":"$Lordstown Motors Corp.(RIDE)$ Dont be caught in a pump and dump. Fundamental facts dont lie.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359463681","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327255701,"gmtCreate":1616095697303,"gmtModify":1704790930892,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"title":"https://www.youtube.com/watch?v=pfnsFGnNnnY","htmlText":"<a href=\"https://laohu8.com/S/RIDE\">$Lordstown Motors Corp.(RIDE)$</a>Do your due diligence. Dont simply buy because it appears \"cheap\". good luck","listText":"<a href=\"https://laohu8.com/S/RIDE\">$Lordstown Motors Corp.(RIDE)$</a>Do your due diligence. Dont simply buy because it appears \"cheap\". good luck","text":"$Lordstown Motors Corp.(RIDE)$Do your due diligence. Dont simply buy because it appears \"cheap\". good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327255701","isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322741924,"gmtCreate":1615840699668,"gmtModify":1704787297610,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Check out twitter.&nbsp;","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Check out twitter.&nbsp;","text":"$GameStop(GME)$Check out twitter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":7,"repostSize":1,"link":"https://ttm.financial/post/322741924","isVote":1,"tweetType":1,"viewCount":3401,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560736841816623","authorId":"3560736841816623","name":"李育儒","avatar":"https://static.tigerbbs.com/f2c196ab620e62eba6f9dfcbc9464a6d","crmLevel":2,"crmLevelSwitch":1,"idStr":"3560736841816623","authorIdStr":"3560736841816623"},"content":"What I saw was a Twitter user who bought 4100W of powder shares and blew them on Twitter, then made a huge profit of 92W. This stock price manipulation was investigated by the SEC and his assets were restricted Not related to GME","text":"What I saw was a Twitter user who bought 4100W of powder shares and blew them on Twitter, then made a huge profit of 92W. This stock price manipulation was investigated by the SEC and his assets were restricted Not related to GME","html":"What I saw was a Twitter user who bought 4100W of powder shares and blew them on Twitter, then made a huge profit of 92W. This stock price manipulation was investigated by the SEC and his assets were restricted Not related to GME"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328790551,"gmtCreate":1615557842973,"gmtModify":1704784521081,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> gme is the new high yield bond. loljk","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> gme is the new high yield bond. loljk","text":"$GameStop(GME)$ gme is the new high yield bond. loljk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328790551","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328055184,"gmtCreate":1615475970248,"gmtModify":1704783389547,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> A strong house is built with strong floors and ceilings.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> A strong house is built with strong floors and ceilings.","text":"$GameStop(GME)$ A strong house is built with strong floors and ceilings.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328055184","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321381839,"gmtCreate":1615394324221,"gmtModify":1704782255117,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> Rocket dis bik boi","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> Rocket dis bik boi","text":"$GameStop(GME)$ Rocket dis bik boi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321381839","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383054490,"gmtCreate":1612818275110,"gmtModify":1704874609111,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"Lets go 14bucks","listText":"Lets go 14bucks","text":"Lets go 14bucks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383054490","repostId":"2110032438","repostType":2,"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":322741924,"gmtCreate":1615840699668,"gmtModify":1704787297610,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Check out twitter.&nbsp;","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Check out twitter.&nbsp;","text":"$GameStop(GME)$Check out twitter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":7,"repostSize":1,"link":"https://ttm.financial/post/322741924","isVote":1,"tweetType":1,"viewCount":3401,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560736841816623","authorId":"3560736841816623","name":"李育儒","avatar":"https://static.tigerbbs.com/f2c196ab620e62eba6f9dfcbc9464a6d","crmLevel":2,"crmLevelSwitch":1,"idStr":"3560736841816623","authorIdStr":"3560736841816623"},"content":"What I saw was a Twitter user who bought 4100W of powder shares and blew them on Twitter, then made a huge profit of 92W. This stock price manipulation was investigated by the SEC and his assets were restricted Not related to GME","text":"What I saw was a Twitter user who bought 4100W of powder shares and blew them on Twitter, then made a huge profit of 92W. This stock price manipulation was investigated by the SEC and his assets were restricted Not related to GME","html":"What I saw was a Twitter user who bought 4100W of powder shares and blew them on Twitter, then made a huge profit of 92W. This stock price manipulation was investigated by the SEC and his assets were restricted Not related to GME"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327255701,"gmtCreate":1616095697303,"gmtModify":1704790930892,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"title":"https://www.youtube.com/watch?v=pfnsFGnNnnY","htmlText":"<a href=\"https://laohu8.com/S/RIDE\">$Lordstown Motors Corp.(RIDE)$</a>Do your due diligence. Dont simply buy because it appears \"cheap\". good luck","listText":"<a href=\"https://laohu8.com/S/RIDE\">$Lordstown Motors Corp.(RIDE)$</a>Do your due diligence. Dont simply buy because it appears \"cheap\". good luck","text":"$Lordstown Motors Corp.(RIDE)$Do your due diligence. Dont simply buy because it appears \"cheap\". good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327255701","isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328790551,"gmtCreate":1615557842973,"gmtModify":1704784521081,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> gme is the new high yield bond. loljk","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> gme is the new high yield bond. loljk","text":"$GameStop(GME)$ gme is the new high yield bond. loljk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328790551","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359463681,"gmtCreate":1616420639443,"gmtModify":1704793846345,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RIDE\">$Lordstown Motors Corp.(RIDE)$</a> Dont be caught in a pump and dump. Fundamental facts dont lie.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RIDE\">$Lordstown Motors Corp.(RIDE)$</a> Dont be caught in a pump and dump. Fundamental facts dont lie.","text":"$Lordstown Motors Corp.(RIDE)$ Dont be caught in a pump and dump. Fundamental facts dont lie.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359463681","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169512789,"gmtCreate":1623842639241,"gmtModify":1703821082313,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RIDE\">$Lordstown Motors Corp.(RIDE)$</a> Do you own fact check. Dont decide anything from the posts here.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RIDE\">$Lordstown Motors Corp.(RIDE)$</a> Do you own fact check. Dont decide anything from the posts here.","text":"$Lordstown Motors Corp.(RIDE)$ Do you own fact check. Dont decide anything from the posts here.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169512789","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252465861959736,"gmtCreate":1702647870912,"gmtModify":1702647873712,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> When stocks go down the media follows.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> When stocks go down the media follows.&nbsp;","text":"$Tesla Motors(TSLA)$ When stocks go down the media follows.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252465861959736","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023571354,"gmtCreate":1652937974378,"gmtModify":1676535192967,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"Anyone shouldnt need to read this fools conclusion to know what their going to conclude.","listText":"Anyone shouldnt need to read this fools conclusion to know what their going to conclude.","text":"Anyone shouldnt need to read this fools conclusion to know what their going to conclude.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023571354","repostId":"2236757950","repostType":2,"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343710284935368,"gmtCreate":1724943236869,"gmtModify":1724943242129,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"4 bs pointers. #1 quarter didn't slow down, and is on trend. #2 senseless #3 50billion is nothing but selling a few million and msm makes a big deal? Bs. #4 senseless.","listText":"4 bs pointers. #1 quarter didn't slow down, and is on trend. #2 senseless #3 50billion is nothing but selling a few million and msm makes a big deal? Bs. #4 senseless.","text":"4 bs pointers. #1 quarter didn't slow down, and is on trend. #2 senseless #3 50billion is nothing but selling a few million and msm makes a big deal? Bs. #4 senseless.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343710284935368","repostId":"2463448958","repostType":2,"repost":{"id":"2463448958","pubTimestamp":1724900771,"share":"https://ttm.financial/m/news/2463448958?lang=&edition=fundamental","pubTime":"2024-08-29 11:06","market":"sg","language":"en","title":"Nvidia's Guidance Is A Disappointment","url":"https://stock-news.laohu8.com/highlight/detail?id=2463448958","media":"seekingalpha","summary":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growt","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.</p></li><li><p>The data center segment drove significant revenue growth, but Nvidia&#39;s heavy reliance on this unit poses risks if it slows down.</p></li><li><p>Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia&#39;s share count.</p></li><li><p>Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cd66fb76fb9c3656779aa6ac145d6d\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto</p><p></p><h2 id=\"id_900299710\">Article Thesis</h2><p><strong>NVIDIA</strong> <strong>Corporation</strong> (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market&#39;s reaction was rather negative, and a new $50 billion buyback authorization didn&#39;t change that.</p><h2 id=\"id_3146604327\">Past Coverage</h2><p>I have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company&#39;s first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.</p><h2 id=\"id_2094805477\">What Happened?</h2><p>Nvidia Corporation announced its Q2 results following the market&#39;s close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e097e0e0bac95c48f6d6c430913809d5\" tg-width=\"640\" tg-height=\"275\"/></p><p>Nvidia&#39;s quarterly earnings results (Seeking Alpha)</p><p></p><p>The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn&#39;t as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That&#39;s good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.</p><p>The market seems to be a bit disappointed, as Nvidia&#39;s shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia&#39;s results and guidance over the coming hours.</p><h2 id=\"id_3202945778\">Nvidia&#39;s Performance During The Second Quarter</h2><p>Nvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia&#39;s data center segment. Here, revenues were up 155% compared to the previous year&#39;s quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia&#39;s other segments, i.e., gaming, professional visualization, auto, and OEM &amp; other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.</p><p>On the other hand, though, Nvidia&#39;s reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia&#39;s other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.</p><p>Nvidia&#39;s sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can&#39;t be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.</p><p>Of course, Nvidia&#39;s revenue performance is just one of several important factors when analyzing the company&#39;s quarterly report. Nvidia&#39;s profit performance is critical as well, and so is the company&#39;s guidance for the current quarter.</p><p>When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That&#39;s excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia&#39;s gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company&#39;s gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can&#39;t grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.</p><p>The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year&#39;s quarter -- despite hefty buyback spending. Share issuance to the company&#39;s management team and employees fully offset any share count reduction via Nvidia&#39;s buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.</p><p>Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.</p><p>When it comes to business growth in the current quarter, Nvidia&#39;s guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn&#39;t strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia&#39;s earnings release.</p><p>Beyond the current quarter, growth will depend on Nvidia&#39;s Blackwell to a large degree. Management&#39;s comments looked good in that regard. CEO Jensen Huang stated in the release:</p><blockquote><p><em>Hopper demand remains strong, and the anticipation for Blackwell is incredible.</em></p></blockquote><p>It is not possible to quantify what &#34;incredible&#34; anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (META), and other customers think about Blackwell, then that&#39;s a good sign, I believe.</p><h2 id=\"id_1825088861\">Is Nvidia A Good Investment?</h2><p>Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia&#39;s guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia&#39;s results and guidance.</p><p>Nvidia remains the AI data center king for now, and that won&#39;t change in the foreseeable future, I believe. But since Nvidia&#39;s shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I&#39;m not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.</p><p>With shares being very volatile, I wouldn&#39;t be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a &#34;Neutral&#34; rating for now.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Guidance Is A Disappointment</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Guidance Is A Disappointment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-29 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue ...</p>\n\n<a href=\"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4553":"喜马拉雅资本持仓","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4534":"瑞士信贷持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4524":"宅经济概念","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4538":"云计算","BK4527":"明星科技股","BK4543":"AI","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0080751232.USD":"富达环球多元动力基金A","NVDA":"英伟达","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4549":"软银资本持仓","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4548":"巴美列捷福持仓","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD"},"source_url":"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2463448958","content_text":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growth, but Nvidia's heavy reliance on this unit poses risks if it slows down.Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia's share count.Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.JHVEPhotoArticle ThesisNVIDIA Corporation (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market's reaction was rather negative, and a new $50 billion buyback authorization didn't change that.Past CoverageI have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company's first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.What Happened?Nvidia Corporation announced its Q2 results following the market's close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:Nvidia's quarterly earnings results (Seeking Alpha)The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn't as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That's good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.The market seems to be a bit disappointed, as Nvidia's shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia's results and guidance over the coming hours.Nvidia's Performance During The Second QuarterNvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia's data center segment. Here, revenues were up 155% compared to the previous year's quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia's other segments, i.e., gaming, professional visualization, auto, and OEM & other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.On the other hand, though, Nvidia's reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia's other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.Nvidia's sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can't be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.Of course, Nvidia's revenue performance is just one of several important factors when analyzing the company's quarterly report. Nvidia's profit performance is critical as well, and so is the company's guidance for the current quarter.When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That's excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia's gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company's gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can't grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year's quarter -- despite hefty buyback spending. Share issuance to the company's management team and employees fully offset any share count reduction via Nvidia's buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.When it comes to business growth in the current quarter, Nvidia's guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn't strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia's earnings release.Beyond the current quarter, growth will depend on Nvidia's Blackwell to a large degree. Management's comments looked good in that regard. CEO Jensen Huang stated in the release:Hopper demand remains strong, and the anticipation for Blackwell is incredible.It is not possible to quantify what \"incredible\" anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), Meta Platforms, Inc. (META), and other customers think about Blackwell, then that's a good sign, I believe.Is Nvidia A Good Investment?Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia's guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia's results and guidance.Nvidia remains the AI data center king for now, and that won't change in the foreseeable future, I believe. But since Nvidia's shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I'm not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.With shares being very volatile, I wouldn't be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a \"Neutral\" rating for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149192747,"gmtCreate":1625708095289,"gmtModify":1703746794092,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"Its a fud. Look at the numbers. Retail investors are growing. Its not due to retail investors dropping. Do your dd.","listText":"Its a fud. Look at the numbers. Retail investors are growing. Its not due to retail investors dropping. Do your dd.","text":"Its a fud. Look at the numbers. Retail investors are growing. Its not due to retail investors dropping. Do your dd.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149192747","repostId":"1139964769","repostType":4,"repost":{"id":"1139964769","pubTimestamp":1625703496,"share":"https://ttm.financial/m/news/1139964769?lang=&edition=fundamental","pubTime":"2021-07-08 08:18","market":"us","language":"en","title":"As meme stock momentum fades, AMC, GameStop fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1139964769","media":"Reuters","summary":"July 7 (Reuters) - Shares in so-called meme stocks with a following among retail investors lost grou","content":"<p>July 7 (Reuters) - Shares in so-called meme stocks with a following among retail investors lost ground on Wednesday, with <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>(AMC.N)shares down 8.1%, on track for their fourth straight day of declines, and <a href=\"https://laohu8.com/S/GME\">GameStop</a> Corp(GME.N)falling 4.9%.</p>\n<p>AMC, which fell almost 12% in the previous three sessions, hit a record high of $72.62 in early June as members of social media platforms including <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> and Reddit's WallStreetBets urged each other to buy the stock.</p>\n<p>The cinema operator, which on Tuesday scrapped a shareholder approval request for an increase in the number of shares outstanding, was trading at $45.91 after breaching its 30-day moving average.</p>\n<p>AMC was still up about 2254% year-to-date but well below its 3624% peak gain.</p>\n<p>Shares in video game retailer GameStop traded at $189.79, compared with its Jan. 28 record of $483 when investors betting against the stock were forced to buy it to cover their bets as retail investors piled in.</p>\n<p>GameStop shares have steadily declined since it announced quarterly results and flagged upcoming share sales in early June. It was last up 906% for the year-so-far compared with a roughly 2464% peak gain.</p>\n<p>\"The momentum is fading and the enthusiasm is fading,\" said Michael O’Rourke, chief market strategist at JonesTrading in Stamford, Connecticut. \"They've been pushed well beyond the appropriate fundamental valuation levels so we're starting to see some air come out.\"</p>\n<p>Some other stocks such as Newegg Commerce(NEGG.O), up 120.0%, and Data Storage Corp(DTST.O), up 39.0%, were in demand on Wednesday as they took their turn in the spotlight on forums such as Stocktwits.</p>\n<p>But other recent retail favorites were losing steam rapidly with Bsquare(BSQR.O)down 29.8% and Orbsat Corp(OSAT.O)down 12.1%.</p>\n<p>\"Yes people have made money but I also think there's a lot of retail investors that have lost a lot of money being involved in those names,\" said O'Rourke. \"The most recent rally has run it's course. I cannot predict the future but I do think the longer this goes on the idea becomes less compelling.\"</p>\n<p>Meanwhile on Reddit's WallStreetBets forum, some investors sounded anxious</p>\n<p>\"Memes pls fly,\" wrote user Twoverybigwords00.</p>\n<p>Reporting By Sinéad Carew Editing by Sonya Hepinstall Editing by Sonya Hepinstall</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>As meme stock momentum fades, AMC, GameStop fall</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs meme stock momentum fades, AMC, GameStop fall\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 08:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/business/meme-stock-momentum-fades-amc-gamestop-fall-2021-07-07/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 7 (Reuters) - Shares in so-called meme stocks with a following among retail investors lost ground on Wednesday, with AMC Entertainment(AMC.N)shares down 8.1%, on track for their fourth straight ...</p>\n\n<a href=\"https://www.reuters.com/business/meme-stock-momentum-fades-amc-gamestop-fall-2021-07-07/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站"},"source_url":"https://www.reuters.com/business/meme-stock-momentum-fades-amc-gamestop-fall-2021-07-07/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139964769","content_text":"July 7 (Reuters) - Shares in so-called meme stocks with a following among retail investors lost ground on Wednesday, with AMC Entertainment(AMC.N)shares down 8.1%, on track for their fourth straight day of declines, and GameStop Corp(GME.N)falling 4.9%.\nAMC, which fell almost 12% in the previous three sessions, hit a record high of $72.62 in early June as members of social media platforms including Twitter and Reddit's WallStreetBets urged each other to buy the stock.\nThe cinema operator, which on Tuesday scrapped a shareholder approval request for an increase in the number of shares outstanding, was trading at $45.91 after breaching its 30-day moving average.\nAMC was still up about 2254% year-to-date but well below its 3624% peak gain.\nShares in video game retailer GameStop traded at $189.79, compared with its Jan. 28 record of $483 when investors betting against the stock were forced to buy it to cover their bets as retail investors piled in.\nGameStop shares have steadily declined since it announced quarterly results and flagged upcoming share sales in early June. It was last up 906% for the year-so-far compared with a roughly 2464% peak gain.\n\"The momentum is fading and the enthusiasm is fading,\" said Michael O’Rourke, chief market strategist at JonesTrading in Stamford, Connecticut. \"They've been pushed well beyond the appropriate fundamental valuation levels so we're starting to see some air come out.\"\nSome other stocks such as Newegg Commerce(NEGG.O), up 120.0%, and Data Storage Corp(DTST.O), up 39.0%, were in demand on Wednesday as they took their turn in the spotlight on forums such as Stocktwits.\nBut other recent retail favorites were losing steam rapidly with Bsquare(BSQR.O)down 29.8% and Orbsat Corp(OSAT.O)down 12.1%.\n\"Yes people have made money but I also think there's a lot of retail investors that have lost a lot of money being involved in those names,\" said O'Rourke. \"The most recent rally has run it's course. I cannot predict the future but I do think the longer this goes on the idea becomes less compelling.\"\nMeanwhile on Reddit's WallStreetBets forum, some investors sounded anxious\n\"Memes pls fly,\" wrote user Twoverybigwords00.\nReporting By Sinéad Carew Editing by Sonya Hepinstall Editing by Sonya Hepinstall","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163885674,"gmtCreate":1623869878698,"gmtModify":1703822067098,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> Its gonna boom-bah soon","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> Its gonna boom-bah soon","text":"$GameStop(GME)$ Its gonna boom-bah soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163885674","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":306427643367472,"gmtCreate":1715846597680,"gmtModify":1715846601489,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"Why does tigerbrokers keep feeding people these fuds? 👀😂","listText":"Why does tigerbrokers keep feeding people these fuds? 👀😂","text":"Why does tigerbrokers keep feeding people these fuds? 👀😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/306427643367472","repostId":"2435966017","repostType":2,"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252465819263192,"gmtCreate":1702647973508,"gmtModify":1702647977902,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"Not sure. But its good info","listText":"Not sure. But its good info","text":"Not sure. But its good info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252465819263192","isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252463488131304,"gmtCreate":1702647292091,"gmtModify":1702647296360,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"Possibly a Christmas gift waiting to happen?","listText":"Possibly a Christmas gift waiting to happen?","text":"Possibly a Christmas gift waiting to happen?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252463488131304","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351559852,"gmtCreate":1616606749276,"gmtModify":1704796421634,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> Interesting how the short interest is still 4.3% when shortable shares already dropped to 4k.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> Interesting how the short interest is still 4.3% when shortable shares already dropped to 4k.","text":"$GameStop(GME)$ Interesting how the short interest is still 4.3% when shortable shares already dropped to 4k.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351559852","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328055184,"gmtCreate":1615475970248,"gmtModify":1704783389547,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> A strong house is built with strong floors and ceilings.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> A strong house is built with strong floors and ceilings.","text":"$GameStop(GME)$ A strong house is built with strong floors and ceilings.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328055184","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321381839,"gmtCreate":1615394324221,"gmtModify":1704782255117,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> Rocket dis bik boi","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> Rocket dis bik boi","text":"$GameStop(GME)$ Rocket dis bik boi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321381839","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383054490,"gmtCreate":1612818275110,"gmtModify":1704874609111,"author":{"id":"3574309658585166","authorId":"3574309658585166","name":"Greendoge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574309658585166","authorIdStr":"3574309658585166"},"themes":[],"htmlText":"Lets go 14bucks","listText":"Lets go 14bucks","text":"Lets go 14bucks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383054490","repostId":"2110032438","repostType":2,"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}