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Ox2021
05-23
Earn in dollars per share but gave only cents in dividends[Happy] [Happy] [Grin] [Cool]
Nvidia Stock Tops $1000 After Forecast Shatters Estimates as AI Boom Stays Strong
Ox2021
04-28
Very good report!!!
For Tesla Stock Investors, There Are Only Three Letters That Matter
Ox2021
03-31
What chip brand is apple going to use to power google generative AI? Nvidia?
Ox2021
03-16
Can any competitor catch up with Nvidia? Samsung?
3 Brilliant Reasons to Buy Nvidia Stock Right Now
Ox2021
03-16
With rate keeping on hold next Wednesday we could see Nvidia breaking 1,000 resistance!!
Go to Tiger App to see more news
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in dollars per share but gave only cents in dividends[Happy] [Happy] [Grin] [Cool] ","listText":"Earn in dollars per share but gave only cents in dividends[Happy] [Happy] [Grin] [Cool] ","text":"Earn in dollars per share but gave only cents in dividends[Happy] [Happy] [Grin] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309014018015528","repostId":"1169893124","repostType":2,"repost":{"id":"1169893124","pubTimestamp":1716413236,"share":"https://ttm.financial/m/news/1169893124?lang=&edition=fundamental","pubTime":"2024-05-23 05:27","market":"us","language":"en","title":"Nvidia Stock Tops $1000 After Forecast Shatters Estimates as AI Boom Stays Strong","url":"https://stock-news.laohu8.com/highlight/detail?id=1169893124","media":"Bloomberg","summary":"‘We are poised for our next wave of growth,’ CEO saysShares gain in late trading following quarterly reportNvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another bu","content":"<html><head></head><body><ul style=\"\"><li><p>‘We are poised for our next wave of growth,’ CEO says</p></li><li><p>Shares gain in late trading following quarterly report</p></li></ul><p>Nvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another bullish sales forecast, showing that spending on AI computing remains strong.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e397fd045d4220267fa129ec6a4cb5ff\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The shares rose 7.24% to $1,018.29 in extended trading on Wednesday. They had already gained 92% this year through the close, fueled by investor hopes that the company would continue to shatter expectations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8d3e28ec3de2e04313e50b7c9fbc5bb8\" title=\"\" tg-width=\"805\" tg-height=\"619\"/></p><p>Second-quarter revenue will be about $28 billion, the company said Wednesday. Analysts on average had predicted $26.8 billion, according to data compiled by Bloomberg. Results in the fiscal first quarter, which ran through April, also beat projections.</p><p style=\"text-align: start;\">“The next industrial revolution has begun,” Chief Executive Officer Jensen Huang said in a statement, echoing one of his favorite themes. “AI will bring significant productivity gains to nearly every industry and help companies be more cost- and energy-efficient, while expanding revenue opportunities.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c94aac7819ec995b14756ea5290c9b58\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The upbeat outlook reinforces Nvidia’s status as the biggest beneficiary of AI spending. The company’s so-called AI accelerators — chips that help data centers develop chatbots and other cutting-edge tools — have become a hot commodity in the past two years, sending its sales soaring. Nvidia’s market valuation has skyrocketed as well, topping $2.3 trillion.</p><p style=\"text-align: start;\">The Santa Clara, California-based company also announced a 10-for-1 stock split and boosted its quarterly dividend by 150% to 10 cents a share.</p><p style=\"text-align: start;\">Nvidia, co-founded by Huang in 1993, started as a provider of graphics cards for computer gamers. His recognition that the company’s chips were well-suited to developing artificial intelligence software helped open a new market — and gave him a jump on competitors.</p><p>The release of OpenAI’s ChatGPT in 2022 then sparked a race between major technology companies to build their own AI infrastructure. The scramble made Nvidia’s H100 accelerators a must-have product. They sell for tens of thousands of dollars per chip and are often in scarce supply.</p><p>But much of this new revenue has come from a small handful of customers. A group of four companies — Amazon.com Inc., Meta Platforms Inc., Microsoft Corp. and Alphabet Inc.’s Google — are Nvidia’s largest buyers and account for about 40% of sales. Huang, 61, is trying to spread his bets by producing complete computers, software and services — aimed at helping more corporations and government agencies deploy their own AI systems.</p><p style=\"text-align: start;\">In the fiscal first quarter, Nvidia’s revenue more than tripled to $26 billion. Excluding certain items, profit was $6.12 a share. Analysts had predicted sales of about $24.7 billion and earnings of $5.65 a share.</p><p>Nvidia’s data-center division — now by far its largest source of sales — generated $22.6 billion of revenue. Gaming chips provided $2.6 billion. Analysts had given targets of $21 billion for the data-center unit and $2.6 billion for gaming.</p><p style=\"text-align: start;\">Nvidia emphasized Wednesday that it wants to sell its technology to a wider market — moving beyond the giant cloud-computing providers known as hyperscalers. Huang said that AI is moving to consumer internet companies, carmakers and health-care customers. Countries also are developing their own systems — a trend referred to as sovereign AI.</p><p style=\"text-align: start;\">These opportunities are “creating multiple multibillion-dollar vertical markets” beyond cloud service providers, he said.</p><p style=\"text-align: start;\">Still, the hyperscalers remained a critical growth driver for Nvidia last quarter. They generated approximately 45% of the company’s data-center revenue. That suggests Nvidia is in the early stages of diversifying the business.</p><p style=\"text-align: start;\">The company’s new chip platform, called Blackwell, is now in full production, Huang said. And it lays the groundwork for generative AI that can handle trillions of parameters. “We are poised for our next wave of growth,” he said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Tops $1000 After Forecast Shatters Estimates as AI Boom Stays Strong</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Tops $1000 After Forecast Shatters Estimates as AI Boom Stays Strong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-23 05:27 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-05-22/nvidia-gives-strong-forecast-reflecting-sustained-ai-momentum?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘We are poised for our next wave of growth,’ CEO saysShares gain in late trading following quarterly reportNvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-05-22/nvidia-gives-strong-forecast-reflecting-sustained-ai-momentum?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2024-05-22/nvidia-gives-strong-forecast-reflecting-sustained-ai-momentum?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169893124","content_text":"‘We are poised for our next wave of growth,’ CEO saysShares gain in late trading following quarterly reportNvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another bullish sales forecast, showing that spending on AI computing remains strong.The shares rose 7.24% to $1,018.29 in extended trading on Wednesday. They had already gained 92% this year through the close, fueled by investor hopes that the company would continue to shatter expectations.Second-quarter revenue will be about $28 billion, the company said Wednesday. Analysts on average had predicted $26.8 billion, according to data compiled by Bloomberg. Results in the fiscal first quarter, which ran through April, also beat projections.“The next industrial revolution has begun,” Chief Executive Officer Jensen Huang said in a statement, echoing one of his favorite themes. “AI will bring significant productivity gains to nearly every industry and help companies be more cost- and energy-efficient, while expanding revenue opportunities.”The upbeat outlook reinforces Nvidia’s status as the biggest beneficiary of AI spending. The company’s so-called AI accelerators — chips that help data centers develop chatbots and other cutting-edge tools — have become a hot commodity in the past two years, sending its sales soaring. Nvidia’s market valuation has skyrocketed as well, topping $2.3 trillion.The Santa Clara, California-based company also announced a 10-for-1 stock split and boosted its quarterly dividend by 150% to 10 cents a share.Nvidia, co-founded by Huang in 1993, started as a provider of graphics cards for computer gamers. His recognition that the company’s chips were well-suited to developing artificial intelligence software helped open a new market — and gave him a jump on competitors.The release of OpenAI’s ChatGPT in 2022 then sparked a race between major technology companies to build their own AI infrastructure. The scramble made Nvidia’s H100 accelerators a must-have product. They sell for tens of thousands of dollars per chip and are often in scarce supply.But much of this new revenue has come from a small handful of customers. A group of four companies — Amazon.com Inc., Meta Platforms Inc., Microsoft Corp. and Alphabet Inc.’s Google — are Nvidia’s largest buyers and account for about 40% of sales. Huang, 61, is trying to spread his bets by producing complete computers, software and services — aimed at helping more corporations and government agencies deploy their own AI systems.In the fiscal first quarter, Nvidia’s revenue more than tripled to $26 billion. Excluding certain items, profit was $6.12 a share. Analysts had predicted sales of about $24.7 billion and earnings of $5.65 a share.Nvidia’s data-center division — now by far its largest source of sales — generated $22.6 billion of revenue. Gaming chips provided $2.6 billion. Analysts had given targets of $21 billion for the data-center unit and $2.6 billion for gaming.Nvidia emphasized Wednesday that it wants to sell its technology to a wider market — moving beyond the giant cloud-computing providers known as hyperscalers. Huang said that AI is moving to consumer internet companies, carmakers and health-care customers. Countries also are developing their own systems — a trend referred to as sovereign AI.These opportunities are “creating multiple multibillion-dollar vertical markets” beyond cloud service providers, he said.Still, the hyperscalers remained a critical growth driver for Nvidia last quarter. They generated approximately 45% of the company’s data-center revenue. That suggests Nvidia is in the early stages of diversifying the business.The company’s new chip platform, called Blackwell, is now in full production, Huang said. And it lays the groundwork for generative AI that can handle trillions of parameters. “We are poised for our next wave of growth,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300197138583576,"gmtCreate":1714309735954,"gmtModify":1714354675299,"author":{"id":"3574658920647188","authorId":"3574658920647188","name":"Ox2021","avatar":"https://community-static.tradeup.com/news/dd78b2fa32f4095cbe9e4142bb7edec1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574658920647188","authorIdStr":"3574658920647188"},"themes":[],"htmlText":"Very good report!!!","listText":"Very good report!!!","text":"Very good report!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300197138583576","repostId":"2430208567","repostType":4,"repost":{"id":"2430208567","pubTimestamp":1714301638,"share":"https://ttm.financial/m/news/2430208567?lang=&edition=fundamental","pubTime":"2024-04-28 18:53","market":"us","language":"en","title":"For Tesla Stock Investors, There Are Only Three Letters That Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=2430208567","media":"Motley Fool","summary":"Tesla is betting its future on autonomy.","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla reported another round of disappointing results in the first quarter.</p></li><li><p>The stock jumped double digits after hours after Elon Musk talked up the potential in full self-driving (FSD) technology.</p></li><li><p>FSD could unlock a huge revenue stream for Tesla, but the company also faces significant competition.</p></li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a> didn't have a lot of good news to share with investors in its first-quarter earnings report this week.</p><p>As the company said in its summary, challenges including the Red Sea conflict, an arson attack at its factory in Berlin, and the ramp-up of its updated Model 3 all added to costs and weighed on performance.</p><p>The company also noted industrywide challenges in electric vehicles (EVs) as EV sales seem to have plateaued in the industry. Tesla already reported a 9% decline in first-quarter deliveries and Q1 revenue was also down 9% to $21.3 billion, missing the consensus at $22.15 billion. Automotive revenue was down even more sharply, falling 13% to $17.4 billion, a function of price cuts in both the industry and at Tesla.</p><p>Those price cuts led to a sharp decline in operating margin from 11.4% to 5.5% and adjusted earnings per share slipped from $0.85 to $0.45, below analyst estimates at $0.51.</p><p>Despite the weak results, Tesla stock soared after hours, closing the extra session up 13.3%. CEO Elon Musk pulled off a familiar sleight of hand, focusing investor attention on future products rather than current struggles. His pitch was enough to reinvigorate the stock price.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e1f183d2da6094a52c83e265bc1f2be\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Tesla.</p><h2 id=\"id_1614427244\">"We should be thought of as an AI or robotics company"</h2><p>Much of the earnings call focused on the company's goal of achieving vehicle autonomy, or full self-driving, FSD for short.</p><p>Musk essentially staked the company's future on FSD, saying, "If somebody doesn't believe Tesla is going to solve autonomy, I think they should not be an investor in the company." He also envisions a future where FSD allows Tesla owners to lease out their cars, adding value to them, driving demand, and building a whole new business for Tesla as it operates its own autonomous ride-sharing network.</p><p>In fact, Musk's comment above about the company deserving of being valued as an artificial intelligence (AI) company rather than an automaker shows he sees a future beyond just EVs, and it's clear why he said that.</p><p>Even after Tesla stock has tumbled this year, it still trades at a substantial premium to other conventional auto stocks like <strong>General Motors</strong>, <strong>Ford Motor Company</strong>, and <strong>Toyota. </strong>Part of that premium owes to Tesla's status as a pure-play EV maker as EVs are seen as the future of the industry. However, with EV sales growth now stalling and price competition weighing on margins, the EV growth story seems to have been dialed down substantially. Tesla acknowledged that its vehicle volume growth rate "may be notably lower" than in 2023.</p><p>Given those challenges, a greater portion of Tesla stock's premium may now stem from its potential in AI and full self-driving.</p><h2 id=\"id_2867817800\">All eyes on FSD</h2><p>As Musk sees it, Tesla is in pole position in the autonomous vehicle race because it has more than 5 million cars on the road. The company can virtually flip a switch to enable them for full self-driving when the technology is ready. Musk promised: "It's only a matter of time before we exceed the reliability of humans in not much time with that. And we're really headed for an electric vehicle and autonomous future."</p><p>The opportunity in autonomous vehicles is likely massive, but it's a mistake to assume that Tesla will have this market to itself. <strong>Alphabet</strong>'s Waymo has racked up millions of rider-only miles in the cities where it's offering autonomous ride-sharing, which now include Phoenix, San Francisco, and Los Angeles.</p><p>Other automakers like GM and Ford have their own self-driving technology, and plenty of tech companies are also involved in the AV race, like <strong>Amazon</strong>'s Zoox and <strong>Intel</strong>'s Mobileye.</p><p>Outside of Musk's own conjecture, there's little evidence that Tesla is leading the FSD race. For example, last year <em>Consumer Reports </em>ranked Ford's BlueCruise AV technology ahead of Tesla's. In fact, the renowned product-testing service said GM, <strong>Mercedes-Benz</strong>, <strong>BMW</strong>, Toyota, and <strong>Volkswagen</strong> all topped Tesla in self-driving technology.</p><p>That doesn't mean Tesla's technology isn't on the verge of a significant breakthrough, but investors should take Musk's words with a grain of salt.</p><p>The Tesla CEO is mercurial, and he's prone to hyperbole. While he's clearly a visionary leader and deserves more credit than anyone for taking EVs mainstream, he's also overpromised on a number of occasions.</p><p>If FSD evolves the way Musk envisions it, it would certainly be a game changer for the company, but investors should be aware that a considerable premium is already priced into Tesla stock. As Musk said himself, at this point, investing in Tesla stock seems to be more of a wager on Tesla's potential in full self-driving than anything else, and that can swing both ways.</p></body></html>","source":"fool_stock","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>For Tesla Stock Investors, There Are Only Three Letters That Matter</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\">\nFor Tesla Stock Investors, There Are Only Three Letters That Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-28 18:53 GMT+8 <a href=https://www.fool.com/investing/2024/04/27/for-tesla-stock-investors-there-are-only-three-let/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla reported another round of disappointing results in the first quarter.The stock jumped double digits after hours after Elon Musk talked up the potential in full self-driving (FSD) technology.FSD ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/27/for-tesla-stock-investors-there-are-only-three-let/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4592":"伊斯兰概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4555":"新能源车","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4550":"红杉资本持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4588":"碎股","BK4574":"无人驾驶","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4551":"寇图资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4511":"特斯拉概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4099":"汽车制造商","LU2063271972.USD":"富兰克林创新领域基金","BK4548":"巴美列捷福持仓","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2024/04/27/for-tesla-stock-investors-there-are-only-three-let/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430208567","content_text":"Tesla reported another round of disappointing results in the first quarter.The stock jumped double digits after hours after Elon Musk talked up the potential in full self-driving (FSD) technology.FSD could unlock a huge revenue stream for Tesla, but the company also faces significant competition.Tesla didn't have a lot of good news to share with investors in its first-quarter earnings report this week.As the company said in its summary, challenges including the Red Sea conflict, an arson attack at its factory in Berlin, and the ramp-up of its updated Model 3 all added to costs and weighed on performance.The company also noted industrywide challenges in electric vehicles (EVs) as EV sales seem to have plateaued in the industry. Tesla already reported a 9% decline in first-quarter deliveries and Q1 revenue was also down 9% to $21.3 billion, missing the consensus at $22.15 billion. Automotive revenue was down even more sharply, falling 13% to $17.4 billion, a function of price cuts in both the industry and at Tesla.Those price cuts led to a sharp decline in operating margin from 11.4% to 5.5% and adjusted earnings per share slipped from $0.85 to $0.45, below analyst estimates at $0.51.Despite the weak results, Tesla stock soared after hours, closing the extra session up 13.3%. CEO Elon Musk pulled off a familiar sleight of hand, focusing investor attention on future products rather than current struggles. His pitch was enough to reinvigorate the stock price.Image source: Tesla.\"We should be thought of as an AI or robotics company\"Much of the earnings call focused on the company's goal of achieving vehicle autonomy, or full self-driving, FSD for short.Musk essentially staked the company's future on FSD, saying, \"If somebody doesn't believe Tesla is going to solve autonomy, I think they should not be an investor in the company.\" He also envisions a future where FSD allows Tesla owners to lease out their cars, adding value to them, driving demand, and building a whole new business for Tesla as it operates its own autonomous ride-sharing network.In fact, Musk's comment above about the company deserving of being valued as an artificial intelligence (AI) company rather than an automaker shows he sees a future beyond just EVs, and it's clear why he said that.Even after Tesla stock has tumbled this year, it still trades at a substantial premium to other conventional auto stocks like General Motors, Ford Motor Company, and Toyota. Part of that premium owes to Tesla's status as a pure-play EV maker as EVs are seen as the future of the industry. However, with EV sales growth now stalling and price competition weighing on margins, the EV growth story seems to have been dialed down substantially. Tesla acknowledged that its vehicle volume growth rate \"may be notably lower\" than in 2023.Given those challenges, a greater portion of Tesla stock's premium may now stem from its potential in AI and full self-driving.All eyes on FSDAs Musk sees it, Tesla is in pole position in the autonomous vehicle race because it has more than 5 million cars on the road. The company can virtually flip a switch to enable them for full self-driving when the technology is ready. Musk promised: \"It's only a matter of time before we exceed the reliability of humans in not much time with that. And we're really headed for an electric vehicle and autonomous future.\"The opportunity in autonomous vehicles is likely massive, but it's a mistake to assume that Tesla will have this market to itself. Alphabet's Waymo has racked up millions of rider-only miles in the cities where it's offering autonomous ride-sharing, which now include Phoenix, San Francisco, and Los Angeles.Other automakers like GM and Ford have their own self-driving technology, and plenty of tech companies are also involved in the AV race, like Amazon's Zoox and Intel's Mobileye.Outside of Musk's own conjecture, there's little evidence that Tesla is leading the FSD race. For example, last year Consumer Reports ranked Ford's BlueCruise AV technology ahead of Tesla's. In fact, the renowned product-testing service said GM, Mercedes-Benz, BMW, Toyota, and Volkswagen all topped Tesla in self-driving technology.That doesn't mean Tesla's technology isn't on the verge of a significant breakthrough, but investors should take Musk's words with a grain of salt.The Tesla CEO is mercurial, and he's prone to hyperbole. While he's clearly a visionary leader and deserves more credit than anyone for taking EVs mainstream, he's also overpromised on a number of occasions.If FSD evolves the way Musk envisions it, it would certainly be a game changer for the company, but investors should be aware that a considerable premium is already priced into Tesla stock. As Musk said himself, at this point, investing in Tesla stock seems to be more of a wager on Tesla's potential in full self-driving than anything else, and that can swing both ways.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290372698689736,"gmtCreate":1711898318015,"gmtModify":1711938934126,"author":{"id":"3574658920647188","authorId":"3574658920647188","name":"Ox2021","avatar":"https://community-static.tradeup.com/news/dd78b2fa32f4095cbe9e4142bb7edec1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574658920647188","authorIdStr":"3574658920647188"},"themes":[],"htmlText":"What chip brand is apple going to use to power google generative AI? Nvidia?","listText":"What chip brand is apple going to use to power google generative AI? Nvidia?","text":"What chip brand is apple going to use to power google generative AI? Nvidia?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290372698689736","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285061423013936,"gmtCreate":1710601248195,"gmtModify":1710601735459,"author":{"id":"3574658920647188","authorId":"3574658920647188","name":"Ox2021","avatar":"https://community-static.tradeup.com/news/dd78b2fa32f4095cbe9e4142bb7edec1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574658920647188","authorIdStr":"3574658920647188"},"themes":[],"htmlText":"Can any competitor catch up with Nvidia? Samsung? ","listText":"Can any competitor catch up with Nvidia? Samsung? ","text":"Can any competitor catch up with Nvidia? Samsung?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285061423013936","repostId":"2419972203","repostType":4,"repost":{"id":"2419972203","pubTimestamp":1710585166,"share":"https://ttm.financial/m/news/2419972203?lang=&edition=fundamental","pubTime":"2024-03-16 18:32","market":"us","language":"en","title":"3 Brilliant Reasons to Buy Nvidia Stock Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2419972203","media":"Motley Fool","summary":"Nvidia has a bright future despite its already stellar performance.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia has been an incredible outperformer over the past year.</p></li><li><p>The market is large enough for Nvidia to have strong, sustained growth levels.</p></li><li><p>The stock isn't as expensive as you might expect.</p></li></ul><p>Nvidia is a stock many investors have missed out on. Its unbelievable market outperformance started at the beginning of 2023 and continues well into 2024, with the stock up more than 480%.</p><p>But just because it has risen that much doesn't necessarily mean investors have missed out; you can always buy the stock now.</p><p>Many might be concerned about shares falling due to high expectations built into it. However, I can come up with three good reasons Nvidia is a buy right now, and investors of all opinions should consider these.</p><h2 id=\"id_1778833290\">1. GPU demand is still expanding</h2><p>Nvidia's primary products are graphics processing units (GPUs), the hardware often tasked with complex computing, like engineering simulations or gaming graphics. But they're also useful for data gathering and training artificial intelligence (AI) models. That makes them a key factor in the AI revolution taking the world by storm.</p><p>As companies rush to build data centers to increase computing capability and power these ever-improving models, Nvidia's business has soared. In its latest quarter, Nvidia's revenue was up 265% to $22.1 billion. This brought its revenue for the full-year 2024 (ending Jan. 28) to $60.9 billion. And many market analysts believe there is more in store for GPU production.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45261387ecadfe576f51ef4b4adc7ee3\" tg-width=\"720\" tg-height=\"441\"/></p><p>NVDA revenue (TTM) data by YCharts; TTM = trailing 12 months.</p><p>Precedence Research sees the GPU market expanding to $773 billion by 2032. Considering that Nvidia holds a firm grip on the GPU market, it will be the primary benefactor of this increase.</p><p>Just because Nvidia has experienced unbelievable growth doesn't mean it's done yet. But investors shouldn't expect revenue to triple like it did over the past year.</p><h2 id=\"id_4232355356\">2. The AI market is massive and has barely been integrated into workflows</h2><p>AI is all the rage in the stock market, but how many people use it in their daily work? The reality is that very few people have been affected by its power. But with AI going mainstream through digital assistants, that is about to change.</p><p>GPUs will be needed to harness the power of these tools, which is another boost for Nvidia. More innovations will follow once the workforce becomes comfortable with using AI to improve productivity.</p><p>These innovations will require more computing power because previous models are being run on existing infrastructure, so GPUs will once again benefit from AI proliferation.</p><p>The last piece of the puzzle is Nvidia's H100 GPU. This is its flagship model, but the company is working on its replacement already. The H200 GPU is expected to launch in Q2 2024, and will essentially double the computing capacity for a single GPU compared to the H100. The increase in computing power and efficiency will drive many to upgrade, which will be another boost for the chipmaker. Additionally, it keeps Nvidia ahead of the competition, further cementing its place on top of the GPU world.</p><p>We're in the early innings of AI affecting work, and Nvidia is set to capitalize.</p><h2 id=\"id_884098380\">3. The stock isn't as expensive as you'd think</h2><p>The previous two reasons don't involve the stock; they only concern the future. However, thanks to Nvidia's growth, the stock isn't as expensive as it used to be.</p><p>When a company is undergoing a massive transformation, it's useful to look at the forward price-to-earnings (P/E) ratio, which uses analyst projections. This analysis isn't perfect, but it gives investors a better idea of where Nvidia is heading rather than looking at where it has been.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/517956ffc13c8cac567cfafaa11913f7\" tg-width=\"720\" tg-height=\"456\"/></p><p>NVDA PE ratio data by YCharts.</p><p>While Nvidia's P/E ratio has been sky-high at times, its forward earnings have hovered around reasonable levels -- 38 times forward earnings is still a very expensive price tag for a stock, but it looks much more palatable than 78 times trailing earnings.</p><p>And when the world's largest company, Microsoft, trades at 35 times forward earnings despite slower growth, Nvidia's stock price doesn't look all that bad.</p><p>Investors are unlikely to see the incredible growth Nvidia experienced in 2023 again, but there is still plenty of room for steady, market-beating growth, which makes it a stock that investors can confidently invest in, even now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Brilliant Reasons to Buy Nvidia Stock Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Brilliant Reasons to Buy Nvidia Stock Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-16 18:32 GMT+8 <a href=https://www.fool.com/investing/2024/03/15/3-brilliant-reasons-to-buy-nvidia-stock-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia has been an incredible outperformer over the past year.The market is large enough for Nvidia to have strong, sustained growth levels.The stock isn't as expensive as you might expect.Nvidia is a...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/15/3-brilliant-reasons-to-buy-nvidia-stock-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4592":"伊斯兰概念","BK4554":"元宇宙及AR概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4523":"印度概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4534":"瑞士信贷持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","NVDA":"英伟达","LU0079474960.USD":"联博美国增长基金A","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","BK4543":"AI","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4527":"明星科技股","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4579":"人工智能","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4588":"碎股","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4503":"景林资产持仓","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4581":"高盛持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4549":"软银资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4548":"巴美列捷福持仓","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC"},"source_url":"https://www.fool.com/investing/2024/03/15/3-brilliant-reasons-to-buy-nvidia-stock-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419972203","content_text":"Nvidia has been an incredible outperformer over the past year.The market is large enough for Nvidia to have strong, sustained growth levels.The stock isn't as expensive as you might expect.Nvidia is a stock many investors have missed out on. Its unbelievable market outperformance started at the beginning of 2023 and continues well into 2024, with the stock up more than 480%.But just because it has risen that much doesn't necessarily mean investors have missed out; you can always buy the stock now.Many might be concerned about shares falling due to high expectations built into it. However, I can come up with three good reasons Nvidia is a buy right now, and investors of all opinions should consider these.1. GPU demand is still expandingNvidia's primary products are graphics processing units (GPUs), the hardware often tasked with complex computing, like engineering simulations or gaming graphics. But they're also useful for data gathering and training artificial intelligence (AI) models. That makes them a key factor in the AI revolution taking the world by storm.As companies rush to build data centers to increase computing capability and power these ever-improving models, Nvidia's business has soared. In its latest quarter, Nvidia's revenue was up 265% to $22.1 billion. This brought its revenue for the full-year 2024 (ending Jan. 28) to $60.9 billion. And many market analysts believe there is more in store for GPU production.NVDA revenue (TTM) data by YCharts; TTM = trailing 12 months.Precedence Research sees the GPU market expanding to $773 billion by 2032. Considering that Nvidia holds a firm grip on the GPU market, it will be the primary benefactor of this increase.Just because Nvidia has experienced unbelievable growth doesn't mean it's done yet. But investors shouldn't expect revenue to triple like it did over the past year.2. The AI market is massive and has barely been integrated into workflowsAI is all the rage in the stock market, but how many people use it in their daily work? The reality is that very few people have been affected by its power. But with AI going mainstream through digital assistants, that is about to change.GPUs will be needed to harness the power of these tools, which is another boost for Nvidia. More innovations will follow once the workforce becomes comfortable with using AI to improve productivity.These innovations will require more computing power because previous models are being run on existing infrastructure, so GPUs will once again benefit from AI proliferation.The last piece of the puzzle is Nvidia's H100 GPU. This is its flagship model, but the company is working on its replacement already. The H200 GPU is expected to launch in Q2 2024, and will essentially double the computing capacity for a single GPU compared to the H100. The increase in computing power and efficiency will drive many to upgrade, which will be another boost for the chipmaker. Additionally, it keeps Nvidia ahead of the competition, further cementing its place on top of the GPU world.We're in the early innings of AI affecting work, and Nvidia is set to capitalize.3. The stock isn't as expensive as you'd thinkThe previous two reasons don't involve the stock; they only concern the future. However, thanks to Nvidia's growth, the stock isn't as expensive as it used to be.When a company is undergoing a massive transformation, it's useful to look at the forward price-to-earnings (P/E) ratio, which uses analyst projections. This analysis isn't perfect, but it gives investors a better idea of where Nvidia is heading rather than looking at where it has been.NVDA PE ratio data by YCharts.While Nvidia's P/E ratio has been sky-high at times, its forward earnings have hovered around reasonable levels -- 38 times forward earnings is still a very expensive price tag for a stock, but it looks much more palatable than 78 times trailing earnings.And when the world's largest company, Microsoft, trades at 35 times forward earnings despite slower growth, Nvidia's stock price doesn't look all that bad.Investors are unlikely to see the incredible growth Nvidia experienced in 2023 again, but there is still plenty of room for steady, market-beating growth, which makes it a stock that investors can confidently invest in, even now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284973587693792,"gmtCreate":1710579793086,"gmtModify":1710581160267,"author":{"id":"3574658920647188","authorId":"3574658920647188","name":"Ox2021","avatar":"https://community-static.tradeup.com/news/dd78b2fa32f4095cbe9e4142bb7edec1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574658920647188","authorIdStr":"3574658920647188"},"themes":[],"htmlText":"With rate keeping on hold next Wednesday we could see Nvidia breaking 1,000 resistance!!","listText":"With rate keeping on hold next Wednesday we could see Nvidia breaking 1,000 resistance!!","text":"With rate keeping on hold next Wednesday we could see Nvidia breaking 1,000 resistance!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/284973587693792","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":284973587693792,"gmtCreate":1710579793086,"gmtModify":1710581160267,"author":{"id":"3574658920647188","authorId":"3574658920647188","name":"Ox2021","avatar":"https://community-static.tradeup.com/news/dd78b2fa32f4095cbe9e4142bb7edec1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574658920647188","authorIdStr":"3574658920647188"},"themes":[],"htmlText":"With rate keeping on hold next Wednesday we could see Nvidia breaking 1,000 resistance!!","listText":"With rate keeping on hold next Wednesday we could see Nvidia breaking 1,000 resistance!!","text":"With rate keeping on hold next Wednesday we could see Nvidia breaking 1,000 resistance!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/284973587693792","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309014018015528,"gmtCreate":1716470687528,"gmtModify":1716470691591,"author":{"id":"3574658920647188","authorId":"3574658920647188","name":"Ox2021","avatar":"https://community-static.tradeup.com/news/dd78b2fa32f4095cbe9e4142bb7edec1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574658920647188","authorIdStr":"3574658920647188"},"themes":[],"htmlText":"Earn in dollars per share but gave only cents in dividends[Happy] [Happy] [Grin] [Cool] ","listText":"Earn in dollars per share but gave only cents in dividends[Happy] [Happy] [Grin] [Cool] ","text":"Earn in dollars per share but gave only cents in dividends[Happy] [Happy] [Grin] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309014018015528","repostId":"1169893124","repostType":2,"repost":{"id":"1169893124","pubTimestamp":1716413236,"share":"https://ttm.financial/m/news/1169893124?lang=&edition=fundamental","pubTime":"2024-05-23 05:27","market":"us","language":"en","title":"Nvidia Stock Tops $1000 After Forecast Shatters Estimates as AI Boom Stays Strong","url":"https://stock-news.laohu8.com/highlight/detail?id=1169893124","media":"Bloomberg","summary":"‘We are poised for our next wave of growth,’ CEO saysShares gain in late trading following quarterly reportNvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another bu","content":"<html><head></head><body><ul style=\"\"><li><p>‘We are poised for our next wave of growth,’ CEO says</p></li><li><p>Shares gain in late trading following quarterly report</p></li></ul><p>Nvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another bullish sales forecast, showing that spending on AI computing remains strong.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e397fd045d4220267fa129ec6a4cb5ff\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The shares rose 7.24% to $1,018.29 in extended trading on Wednesday. They had already gained 92% this year through the close, fueled by investor hopes that the company would continue to shatter expectations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8d3e28ec3de2e04313e50b7c9fbc5bb8\" title=\"\" tg-width=\"805\" tg-height=\"619\"/></p><p>Second-quarter revenue will be about $28 billion, the company said Wednesday. Analysts on average had predicted $26.8 billion, according to data compiled by Bloomberg. Results in the fiscal first quarter, which ran through April, also beat projections.</p><p style=\"text-align: start;\">“The next industrial revolution has begun,” Chief Executive Officer Jensen Huang said in a statement, echoing one of his favorite themes. “AI will bring significant productivity gains to nearly every industry and help companies be more cost- and energy-efficient, while expanding revenue opportunities.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c94aac7819ec995b14756ea5290c9b58\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The upbeat outlook reinforces Nvidia’s status as the biggest beneficiary of AI spending. The company’s so-called AI accelerators — chips that help data centers develop chatbots and other cutting-edge tools — have become a hot commodity in the past two years, sending its sales soaring. Nvidia’s market valuation has skyrocketed as well, topping $2.3 trillion.</p><p style=\"text-align: start;\">The Santa Clara, California-based company also announced a 10-for-1 stock split and boosted its quarterly dividend by 150% to 10 cents a share.</p><p style=\"text-align: start;\">Nvidia, co-founded by Huang in 1993, started as a provider of graphics cards for computer gamers. His recognition that the company’s chips were well-suited to developing artificial intelligence software helped open a new market — and gave him a jump on competitors.</p><p>The release of OpenAI’s ChatGPT in 2022 then sparked a race between major technology companies to build their own AI infrastructure. The scramble made Nvidia’s H100 accelerators a must-have product. They sell for tens of thousands of dollars per chip and are often in scarce supply.</p><p>But much of this new revenue has come from a small handful of customers. A group of four companies — Amazon.com Inc., Meta Platforms Inc., Microsoft Corp. and Alphabet Inc.’s Google — are Nvidia’s largest buyers and account for about 40% of sales. Huang, 61, is trying to spread his bets by producing complete computers, software and services — aimed at helping more corporations and government agencies deploy their own AI systems.</p><p style=\"text-align: start;\">In the fiscal first quarter, Nvidia’s revenue more than tripled to $26 billion. Excluding certain items, profit was $6.12 a share. Analysts had predicted sales of about $24.7 billion and earnings of $5.65 a share.</p><p>Nvidia’s data-center division — now by far its largest source of sales — generated $22.6 billion of revenue. Gaming chips provided $2.6 billion. Analysts had given targets of $21 billion for the data-center unit and $2.6 billion for gaming.</p><p style=\"text-align: start;\">Nvidia emphasized Wednesday that it wants to sell its technology to a wider market — moving beyond the giant cloud-computing providers known as hyperscalers. Huang said that AI is moving to consumer internet companies, carmakers and health-care customers. Countries also are developing their own systems — a trend referred to as sovereign AI.</p><p style=\"text-align: start;\">These opportunities are “creating multiple multibillion-dollar vertical markets” beyond cloud service providers, he said.</p><p style=\"text-align: start;\">Still, the hyperscalers remained a critical growth driver for Nvidia last quarter. They generated approximately 45% of the company’s data-center revenue. That suggests Nvidia is in the early stages of diversifying the business.</p><p style=\"text-align: start;\">The company’s new chip platform, called Blackwell, is now in full production, Huang said. And it lays the groundwork for generative AI that can handle trillions of parameters. “We are poised for our next wave of growth,” he said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Tops $1000 After Forecast Shatters Estimates as AI Boom Stays Strong</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Tops $1000 After Forecast Shatters Estimates as AI Boom Stays Strong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-23 05:27 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-05-22/nvidia-gives-strong-forecast-reflecting-sustained-ai-momentum?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘We are poised for our next wave of growth,’ CEO saysShares gain in late trading following quarterly reportNvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-05-22/nvidia-gives-strong-forecast-reflecting-sustained-ai-momentum?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2024-05-22/nvidia-gives-strong-forecast-reflecting-sustained-ai-momentum?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169893124","content_text":"‘We are poised for our next wave of growth,’ CEO saysShares gain in late trading following quarterly reportNvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another bullish sales forecast, showing that spending on AI computing remains strong.The shares rose 7.24% to $1,018.29 in extended trading on Wednesday. They had already gained 92% this year through the close, fueled by investor hopes that the company would continue to shatter expectations.Second-quarter revenue will be about $28 billion, the company said Wednesday. Analysts on average had predicted $26.8 billion, according to data compiled by Bloomberg. Results in the fiscal first quarter, which ran through April, also beat projections.“The next industrial revolution has begun,” Chief Executive Officer Jensen Huang said in a statement, echoing one of his favorite themes. “AI will bring significant productivity gains to nearly every industry and help companies be more cost- and energy-efficient, while expanding revenue opportunities.”The upbeat outlook reinforces Nvidia’s status as the biggest beneficiary of AI spending. The company’s so-called AI accelerators — chips that help data centers develop chatbots and other cutting-edge tools — have become a hot commodity in the past two years, sending its sales soaring. Nvidia’s market valuation has skyrocketed as well, topping $2.3 trillion.The Santa Clara, California-based company also announced a 10-for-1 stock split and boosted its quarterly dividend by 150% to 10 cents a share.Nvidia, co-founded by Huang in 1993, started as a provider of graphics cards for computer gamers. His recognition that the company’s chips were well-suited to developing artificial intelligence software helped open a new market — and gave him a jump on competitors.The release of OpenAI’s ChatGPT in 2022 then sparked a race between major technology companies to build their own AI infrastructure. The scramble made Nvidia’s H100 accelerators a must-have product. They sell for tens of thousands of dollars per chip and are often in scarce supply.But much of this new revenue has come from a small handful of customers. A group of four companies — Amazon.com Inc., Meta Platforms Inc., Microsoft Corp. and Alphabet Inc.’s Google — are Nvidia’s largest buyers and account for about 40% of sales. Huang, 61, is trying to spread his bets by producing complete computers, software and services — aimed at helping more corporations and government agencies deploy their own AI systems.In the fiscal first quarter, Nvidia’s revenue more than tripled to $26 billion. Excluding certain items, profit was $6.12 a share. Analysts had predicted sales of about $24.7 billion and earnings of $5.65 a share.Nvidia’s data-center division — now by far its largest source of sales — generated $22.6 billion of revenue. Gaming chips provided $2.6 billion. Analysts had given targets of $21 billion for the data-center unit and $2.6 billion for gaming.Nvidia emphasized Wednesday that it wants to sell its technology to a wider market — moving beyond the giant cloud-computing providers known as hyperscalers. Huang said that AI is moving to consumer internet companies, carmakers and health-care customers. Countries also are developing their own systems — a trend referred to as sovereign AI.These opportunities are “creating multiple multibillion-dollar vertical markets” beyond cloud service providers, he said.Still, the hyperscalers remained a critical growth driver for Nvidia last quarter. They generated approximately 45% of the company’s data-center revenue. That suggests Nvidia is in the early stages of diversifying the business.The company’s new chip platform, called Blackwell, is now in full production, Huang said. And it lays the groundwork for generative AI that can handle trillions of parameters. “We are poised for our next wave of growth,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285061423013936,"gmtCreate":1710601248195,"gmtModify":1710601735459,"author":{"id":"3574658920647188","authorId":"3574658920647188","name":"Ox2021","avatar":"https://community-static.tradeup.com/news/dd78b2fa32f4095cbe9e4142bb7edec1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574658920647188","authorIdStr":"3574658920647188"},"themes":[],"htmlText":"Can any competitor catch up with Nvidia? Samsung? ","listText":"Can any competitor catch up with Nvidia? Samsung? ","text":"Can any competitor catch up with Nvidia? Samsung?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285061423013936","repostId":"2419972203","repostType":4,"repost":{"id":"2419972203","pubTimestamp":1710585166,"share":"https://ttm.financial/m/news/2419972203?lang=&edition=fundamental","pubTime":"2024-03-16 18:32","market":"us","language":"en","title":"3 Brilliant Reasons to Buy Nvidia Stock Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2419972203","media":"Motley Fool","summary":"Nvidia has a bright future despite its already stellar performance.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia has been an incredible outperformer over the past year.</p></li><li><p>The market is large enough for Nvidia to have strong, sustained growth levels.</p></li><li><p>The stock isn't as expensive as you might expect.</p></li></ul><p>Nvidia is a stock many investors have missed out on. Its unbelievable market outperformance started at the beginning of 2023 and continues well into 2024, with the stock up more than 480%.</p><p>But just because it has risen that much doesn't necessarily mean investors have missed out; you can always buy the stock now.</p><p>Many might be concerned about shares falling due to high expectations built into it. However, I can come up with three good reasons Nvidia is a buy right now, and investors of all opinions should consider these.</p><h2 id=\"id_1778833290\">1. GPU demand is still expanding</h2><p>Nvidia's primary products are graphics processing units (GPUs), the hardware often tasked with complex computing, like engineering simulations or gaming graphics. But they're also useful for data gathering and training artificial intelligence (AI) models. That makes them a key factor in the AI revolution taking the world by storm.</p><p>As companies rush to build data centers to increase computing capability and power these ever-improving models, Nvidia's business has soared. In its latest quarter, Nvidia's revenue was up 265% to $22.1 billion. This brought its revenue for the full-year 2024 (ending Jan. 28) to $60.9 billion. And many market analysts believe there is more in store for GPU production.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45261387ecadfe576f51ef4b4adc7ee3\" tg-width=\"720\" tg-height=\"441\"/></p><p>NVDA revenue (TTM) data by YCharts; TTM = trailing 12 months.</p><p>Precedence Research sees the GPU market expanding to $773 billion by 2032. Considering that Nvidia holds a firm grip on the GPU market, it will be the primary benefactor of this increase.</p><p>Just because Nvidia has experienced unbelievable growth doesn't mean it's done yet. But investors shouldn't expect revenue to triple like it did over the past year.</p><h2 id=\"id_4232355356\">2. The AI market is massive and has barely been integrated into workflows</h2><p>AI is all the rage in the stock market, but how many people use it in their daily work? The reality is that very few people have been affected by its power. But with AI going mainstream through digital assistants, that is about to change.</p><p>GPUs will be needed to harness the power of these tools, which is another boost for Nvidia. More innovations will follow once the workforce becomes comfortable with using AI to improve productivity.</p><p>These innovations will require more computing power because previous models are being run on existing infrastructure, so GPUs will once again benefit from AI proliferation.</p><p>The last piece of the puzzle is Nvidia's H100 GPU. This is its flagship model, but the company is working on its replacement already. The H200 GPU is expected to launch in Q2 2024, and will essentially double the computing capacity for a single GPU compared to the H100. The increase in computing power and efficiency will drive many to upgrade, which will be another boost for the chipmaker. Additionally, it keeps Nvidia ahead of the competition, further cementing its place on top of the GPU world.</p><p>We're in the early innings of AI affecting work, and Nvidia is set to capitalize.</p><h2 id=\"id_884098380\">3. The stock isn't as expensive as you'd think</h2><p>The previous two reasons don't involve the stock; they only concern the future. However, thanks to Nvidia's growth, the stock isn't as expensive as it used to be.</p><p>When a company is undergoing a massive transformation, it's useful to look at the forward price-to-earnings (P/E) ratio, which uses analyst projections. This analysis isn't perfect, but it gives investors a better idea of where Nvidia is heading rather than looking at where it has been.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/517956ffc13c8cac567cfafaa11913f7\" tg-width=\"720\" tg-height=\"456\"/></p><p>NVDA PE ratio data by YCharts.</p><p>While Nvidia's P/E ratio has been sky-high at times, its forward earnings have hovered around reasonable levels -- 38 times forward earnings is still a very expensive price tag for a stock, but it looks much more palatable than 78 times trailing earnings.</p><p>And when the world's largest company, Microsoft, trades at 35 times forward earnings despite slower growth, Nvidia's stock price doesn't look all that bad.</p><p>Investors are unlikely to see the incredible growth Nvidia experienced in 2023 again, but there is still plenty of room for steady, market-beating growth, which makes it a stock that investors can confidently invest in, even now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Brilliant Reasons to Buy Nvidia Stock Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Brilliant Reasons to Buy Nvidia Stock Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-16 18:32 GMT+8 <a href=https://www.fool.com/investing/2024/03/15/3-brilliant-reasons-to-buy-nvidia-stock-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia has been an incredible outperformer over the past year.The market is large enough for Nvidia to have strong, sustained growth levels.The stock isn't as expensive as you might expect.Nvidia is a...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/15/3-brilliant-reasons-to-buy-nvidia-stock-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4592":"伊斯兰概念","BK4554":"元宇宙及AR概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4523":"印度概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4534":"瑞士信贷持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","NVDA":"英伟达","LU0079474960.USD":"联博美国增长基金A","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","BK4543":"AI","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4527":"明星科技股","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4579":"人工智能","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4588":"碎股","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4503":"景林资产持仓","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4581":"高盛持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4549":"软银资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4548":"巴美列捷福持仓","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC"},"source_url":"https://www.fool.com/investing/2024/03/15/3-brilliant-reasons-to-buy-nvidia-stock-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419972203","content_text":"Nvidia has been an incredible outperformer over the past year.The market is large enough for Nvidia to have strong, sustained growth levels.The stock isn't as expensive as you might expect.Nvidia is a stock many investors have missed out on. Its unbelievable market outperformance started at the beginning of 2023 and continues well into 2024, with the stock up more than 480%.But just because it has risen that much doesn't necessarily mean investors have missed out; you can always buy the stock now.Many might be concerned about shares falling due to high expectations built into it. However, I can come up with three good reasons Nvidia is a buy right now, and investors of all opinions should consider these.1. GPU demand is still expandingNvidia's primary products are graphics processing units (GPUs), the hardware often tasked with complex computing, like engineering simulations or gaming graphics. But they're also useful for data gathering and training artificial intelligence (AI) models. That makes them a key factor in the AI revolution taking the world by storm.As companies rush to build data centers to increase computing capability and power these ever-improving models, Nvidia's business has soared. In its latest quarter, Nvidia's revenue was up 265% to $22.1 billion. This brought its revenue for the full-year 2024 (ending Jan. 28) to $60.9 billion. And many market analysts believe there is more in store for GPU production.NVDA revenue (TTM) data by YCharts; TTM = trailing 12 months.Precedence Research sees the GPU market expanding to $773 billion by 2032. Considering that Nvidia holds a firm grip on the GPU market, it will be the primary benefactor of this increase.Just because Nvidia has experienced unbelievable growth doesn't mean it's done yet. But investors shouldn't expect revenue to triple like it did over the past year.2. The AI market is massive and has barely been integrated into workflowsAI is all the rage in the stock market, but how many people use it in their daily work? The reality is that very few people have been affected by its power. But with AI going mainstream through digital assistants, that is about to change.GPUs will be needed to harness the power of these tools, which is another boost for Nvidia. More innovations will follow once the workforce becomes comfortable with using AI to improve productivity.These innovations will require more computing power because previous models are being run on existing infrastructure, so GPUs will once again benefit from AI proliferation.The last piece of the puzzle is Nvidia's H100 GPU. This is its flagship model, but the company is working on its replacement already. The H200 GPU is expected to launch in Q2 2024, and will essentially double the computing capacity for a single GPU compared to the H100. The increase in computing power and efficiency will drive many to upgrade, which will be another boost for the chipmaker. Additionally, it keeps Nvidia ahead of the competition, further cementing its place on top of the GPU world.We're in the early innings of AI affecting work, and Nvidia is set to capitalize.3. The stock isn't as expensive as you'd thinkThe previous two reasons don't involve the stock; they only concern the future. However, thanks to Nvidia's growth, the stock isn't as expensive as it used to be.When a company is undergoing a massive transformation, it's useful to look at the forward price-to-earnings (P/E) ratio, which uses analyst projections. This analysis isn't perfect, but it gives investors a better idea of where Nvidia is heading rather than looking at where it has been.NVDA PE ratio data by YCharts.While Nvidia's P/E ratio has been sky-high at times, its forward earnings have hovered around reasonable levels -- 38 times forward earnings is still a very expensive price tag for a stock, but it looks much more palatable than 78 times trailing earnings.And when the world's largest company, Microsoft, trades at 35 times forward earnings despite slower growth, Nvidia's stock price doesn't look all that bad.Investors are unlikely to see the incredible growth Nvidia experienced in 2023 again, but there is still plenty of room for steady, market-beating growth, which makes it a stock that investors can confidently invest in, even now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290372698689736,"gmtCreate":1711898318015,"gmtModify":1711938934126,"author":{"id":"3574658920647188","authorId":"3574658920647188","name":"Ox2021","avatar":"https://community-static.tradeup.com/news/dd78b2fa32f4095cbe9e4142bb7edec1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574658920647188","authorIdStr":"3574658920647188"},"themes":[],"htmlText":"What chip brand is apple going to use to power google generative AI? Nvidia?","listText":"What chip brand is apple going to use to power google generative AI? Nvidia?","text":"What chip brand is apple going to use to power google generative AI? Nvidia?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290372698689736","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300197138583576,"gmtCreate":1714309735954,"gmtModify":1714354675299,"author":{"id":"3574658920647188","authorId":"3574658920647188","name":"Ox2021","avatar":"https://community-static.tradeup.com/news/dd78b2fa32f4095cbe9e4142bb7edec1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574658920647188","authorIdStr":"3574658920647188"},"themes":[],"htmlText":"Very good report!!!","listText":"Very good report!!!","text":"Very good report!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300197138583576","repostId":"2430208567","repostType":4,"repost":{"id":"2430208567","pubTimestamp":1714301638,"share":"https://ttm.financial/m/news/2430208567?lang=&edition=fundamental","pubTime":"2024-04-28 18:53","market":"us","language":"en","title":"For Tesla Stock Investors, There Are Only Three Letters That Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=2430208567","media":"Motley Fool","summary":"Tesla is betting its future on autonomy.","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla reported another round of disappointing results in the first quarter.</p></li><li><p>The stock jumped double digits after hours after Elon Musk talked up the potential in full self-driving (FSD) technology.</p></li><li><p>FSD could unlock a huge revenue stream for Tesla, but the company also faces significant competition.</p></li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a> didn't have a lot of good news to share with investors in its first-quarter earnings report this week.</p><p>As the company said in its summary, challenges including the Red Sea conflict, an arson attack at its factory in Berlin, and the ramp-up of its updated Model 3 all added to costs and weighed on performance.</p><p>The company also noted industrywide challenges in electric vehicles (EVs) as EV sales seem to have plateaued in the industry. Tesla already reported a 9% decline in first-quarter deliveries and Q1 revenue was also down 9% to $21.3 billion, missing the consensus at $22.15 billion. Automotive revenue was down even more sharply, falling 13% to $17.4 billion, a function of price cuts in both the industry and at Tesla.</p><p>Those price cuts led to a sharp decline in operating margin from 11.4% to 5.5% and adjusted earnings per share slipped from $0.85 to $0.45, below analyst estimates at $0.51.</p><p>Despite the weak results, Tesla stock soared after hours, closing the extra session up 13.3%. CEO Elon Musk pulled off a familiar sleight of hand, focusing investor attention on future products rather than current struggles. His pitch was enough to reinvigorate the stock price.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e1f183d2da6094a52c83e265bc1f2be\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Tesla.</p><h2 id=\"id_1614427244\">"We should be thought of as an AI or robotics company"</h2><p>Much of the earnings call focused on the company's goal of achieving vehicle autonomy, or full self-driving, FSD for short.</p><p>Musk essentially staked the company's future on FSD, saying, "If somebody doesn't believe Tesla is going to solve autonomy, I think they should not be an investor in the company." He also envisions a future where FSD allows Tesla owners to lease out their cars, adding value to them, driving demand, and building a whole new business for Tesla as it operates its own autonomous ride-sharing network.</p><p>In fact, Musk's comment above about the company deserving of being valued as an artificial intelligence (AI) company rather than an automaker shows he sees a future beyond just EVs, and it's clear why he said that.</p><p>Even after Tesla stock has tumbled this year, it still trades at a substantial premium to other conventional auto stocks like <strong>General Motors</strong>, <strong>Ford Motor Company</strong>, and <strong>Toyota. </strong>Part of that premium owes to Tesla's status as a pure-play EV maker as EVs are seen as the future of the industry. However, with EV sales growth now stalling and price competition weighing on margins, the EV growth story seems to have been dialed down substantially. Tesla acknowledged that its vehicle volume growth rate "may be notably lower" than in 2023.</p><p>Given those challenges, a greater portion of Tesla stock's premium may now stem from its potential in AI and full self-driving.</p><h2 id=\"id_2867817800\">All eyes on FSD</h2><p>As Musk sees it, Tesla is in pole position in the autonomous vehicle race because it has more than 5 million cars on the road. The company can virtually flip a switch to enable them for full self-driving when the technology is ready. Musk promised: "It's only a matter of time before we exceed the reliability of humans in not much time with that. And we're really headed for an electric vehicle and autonomous future."</p><p>The opportunity in autonomous vehicles is likely massive, but it's a mistake to assume that Tesla will have this market to itself. <strong>Alphabet</strong>'s Waymo has racked up millions of rider-only miles in the cities where it's offering autonomous ride-sharing, which now include Phoenix, San Francisco, and Los Angeles.</p><p>Other automakers like GM and Ford have their own self-driving technology, and plenty of tech companies are also involved in the AV race, like <strong>Amazon</strong>'s Zoox and <strong>Intel</strong>'s Mobileye.</p><p>Outside of Musk's own conjecture, there's little evidence that Tesla is leading the FSD race. For example, last year <em>Consumer Reports </em>ranked Ford's BlueCruise AV technology ahead of Tesla's. In fact, the renowned product-testing service said GM, <strong>Mercedes-Benz</strong>, <strong>BMW</strong>, Toyota, and <strong>Volkswagen</strong> all topped Tesla in self-driving technology.</p><p>That doesn't mean Tesla's technology isn't on the verge of a significant breakthrough, but investors should take Musk's words with a grain of salt.</p><p>The Tesla CEO is mercurial, and he's prone to hyperbole. While he's clearly a visionary leader and deserves more credit than anyone for taking EVs mainstream, he's also overpromised on a number of occasions.</p><p>If FSD evolves the way Musk envisions it, it would certainly be a game changer for the company, but investors should be aware that a considerable premium is already priced into Tesla stock. As Musk said himself, at this point, investing in Tesla stock seems to be more of a wager on Tesla's potential in full self-driving than anything else, and that can swing both ways.</p></body></html>","source":"fool_stock","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>For Tesla Stock Investors, There Are Only Three Letters That Matter</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\">\nFor Tesla Stock Investors, There Are Only Three Letters That Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-28 18:53 GMT+8 <a href=https://www.fool.com/investing/2024/04/27/for-tesla-stock-investors-there-are-only-three-let/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla reported another round of disappointing results in the first quarter.The stock jumped double digits after hours after Elon Musk talked up the potential in full self-driving (FSD) technology.FSD ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/27/for-tesla-stock-investors-there-are-only-three-let/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4592":"伊斯兰概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4555":"新能源车","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4550":"红杉资本持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4588":"碎股","BK4574":"无人驾驶","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4551":"寇图资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4511":"特斯拉概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4099":"汽车制造商","LU2063271972.USD":"富兰克林创新领域基金","BK4548":"巴美列捷福持仓","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2024/04/27/for-tesla-stock-investors-there-are-only-three-let/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430208567","content_text":"Tesla reported another round of disappointing results in the first quarter.The stock jumped double digits after hours after Elon Musk talked up the potential in full self-driving (FSD) technology.FSD could unlock a huge revenue stream for Tesla, but the company also faces significant competition.Tesla didn't have a lot of good news to share with investors in its first-quarter earnings report this week.As the company said in its summary, challenges including the Red Sea conflict, an arson attack at its factory in Berlin, and the ramp-up of its updated Model 3 all added to costs and weighed on performance.The company also noted industrywide challenges in electric vehicles (EVs) as EV sales seem to have plateaued in the industry. Tesla already reported a 9% decline in first-quarter deliveries and Q1 revenue was also down 9% to $21.3 billion, missing the consensus at $22.15 billion. Automotive revenue was down even more sharply, falling 13% to $17.4 billion, a function of price cuts in both the industry and at Tesla.Those price cuts led to a sharp decline in operating margin from 11.4% to 5.5% and adjusted earnings per share slipped from $0.85 to $0.45, below analyst estimates at $0.51.Despite the weak results, Tesla stock soared after hours, closing the extra session up 13.3%. CEO Elon Musk pulled off a familiar sleight of hand, focusing investor attention on future products rather than current struggles. His pitch was enough to reinvigorate the stock price.Image source: Tesla.\"We should be thought of as an AI or robotics company\"Much of the earnings call focused on the company's goal of achieving vehicle autonomy, or full self-driving, FSD for short.Musk essentially staked the company's future on FSD, saying, \"If somebody doesn't believe Tesla is going to solve autonomy, I think they should not be an investor in the company.\" He also envisions a future where FSD allows Tesla owners to lease out their cars, adding value to them, driving demand, and building a whole new business for Tesla as it operates its own autonomous ride-sharing network.In fact, Musk's comment above about the company deserving of being valued as an artificial intelligence (AI) company rather than an automaker shows he sees a future beyond just EVs, and it's clear why he said that.Even after Tesla stock has tumbled this year, it still trades at a substantial premium to other conventional auto stocks like General Motors, Ford Motor Company, and Toyota. Part of that premium owes to Tesla's status as a pure-play EV maker as EVs are seen as the future of the industry. However, with EV sales growth now stalling and price competition weighing on margins, the EV growth story seems to have been dialed down substantially. Tesla acknowledged that its vehicle volume growth rate \"may be notably lower\" than in 2023.Given those challenges, a greater portion of Tesla stock's premium may now stem from its potential in AI and full self-driving.All eyes on FSDAs Musk sees it, Tesla is in pole position in the autonomous vehicle race because it has more than 5 million cars on the road. The company can virtually flip a switch to enable them for full self-driving when the technology is ready. Musk promised: \"It's only a matter of time before we exceed the reliability of humans in not much time with that. And we're really headed for an electric vehicle and autonomous future.\"The opportunity in autonomous vehicles is likely massive, but it's a mistake to assume that Tesla will have this market to itself. Alphabet's Waymo has racked up millions of rider-only miles in the cities where it's offering autonomous ride-sharing, which now include Phoenix, San Francisco, and Los Angeles.Other automakers like GM and Ford have their own self-driving technology, and plenty of tech companies are also involved in the AV race, like Amazon's Zoox and Intel's Mobileye.Outside of Musk's own conjecture, there's little evidence that Tesla is leading the FSD race. For example, last year Consumer Reports ranked Ford's BlueCruise AV technology ahead of Tesla's. In fact, the renowned product-testing service said GM, Mercedes-Benz, BMW, Toyota, and Volkswagen all topped Tesla in self-driving technology.That doesn't mean Tesla's technology isn't on the verge of a significant breakthrough, but investors should take Musk's words with a grain of salt.The Tesla CEO is mercurial, and he's prone to hyperbole. While he's clearly a visionary leader and deserves more credit than anyone for taking EVs mainstream, he's also overpromised on a number of occasions.If FSD evolves the way Musk envisions it, it would certainly be a game changer for the company, but investors should be aware that a considerable premium is already priced into Tesla stock. As Musk said himself, at this point, investing in Tesla stock seems to be more of a wager on Tesla's potential in full self-driving than anything else, and that can swing both ways.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}