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11-15

Learn to lose less is a gain.

Super Micro Computer: I Am Greedy While Others Are Fearful

08-29

$NVIDIA Corp(NVDA)$ The Bloomberg interview with Jensen Huang did provide alot more insights on the Blackwell chip production, delivery and revenue. This retracement seems unjustified but every low is always a buy opportunity. https://youtu.be/NC5NZPrxbHk?si=O7s5fMvD5tD59dTA

08-19

No basis talk

Sorry, the original content has been removed

08-15

With incoming earnings, either a hit or miss. Plenty of companies which haven't rebound, don't need to take unnecessary risk.

CrowdStrike Stock Will Bounce Back. This Analyst Says to Buy the Dip

08-06

How about some new news?

Nvidia's Huang Sold $323 Million of Stock in July Before Decline

08-02

the whole US market is in fact overhyped. China, India and Japan the best to put your money.

Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management

07-31

$CrowdStrike Holdings, Inc.(CRWD)$ See you at $150. Cut first to buy lower.

07-30

Wait for the lawsuit aftermath

CrowdStrike's Path To Recovery

07-05

$NVDL 20240705 61.0 CALL$[Wow]

06-30

Sell before the announcement ?

Weekly Hottest Sector | Tesla Rises 8% Ahead of Crucial Q2 Deliveries; Rivian Reports a Weekly Gain of 30%

06-01

GME was never known for its fundamental.

GameStop Stock: No Fundamentals Behind The Recent Rally

Go to Tiger App to see more news

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to lose less is a gain.&nbsp;","listText":"Learn to lose less is a gain.&nbsp;","text":"Learn to lose less is a gain.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371172364230912","repostId":"1165124291","repostType":2,"repost":{"id":"1165124291","kind":"news","pubTimestamp":1731599503,"share":"https://ttm.financial/m/news/1165124291?lang=&edition=fundamental","pubTime":"2024-11-14 23:51","market":"us","language":"en","title":"Super Micro Computer: I Am Greedy While Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1165124291","media":"Seeking Alpha","summary":"SummarySuper Micro Computer is significantly undervalued due to highly likely exaggerated fears of accounting manipulations and the reported DOJ investigation, presenting a strong buying opportunity.D","content":"<html><head></head><body><h2 id=\"id_1975904538\">Summary</h2><ul style=\"\"><li><p>Super Micro Computer is significantly undervalued due to highly likely exaggerated fears of accounting manipulations and the reported DOJ investigation, presenting a strong buying opportunity.</p></li><li><p>Despite reputational challenges, SMCI&#39;s partnerships with NVIDIA and AMD affirm its credibility and operational integrity, bolstering confidence in its financial reports.</p></li><li><p>Preliminary FQ1 2025 results show robust revenue growth and improved margins, driven by strong AI GPU platform demand, indicating solid business fundamentals.</p></li><li><p>Valuation analysis suggests a fair share price of $90, highlighting substantial upside potential from current levels, making SMCI a compelling opportunity.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e678235f3d3a4c30f6900e649543eed9\" alt=\"Supermicro headquarters in San Jose, California, USA\" title=\"Supermicro headquarters in San Jose, California, USA\" tg-width=\"750\" tg-height=\"500\"/><span>Supermicro headquarters in San Jose, California, USA</span></p><h2 id=\"id_392237773\">Introduction</h2><p>Super Micro Computer (NASDAQ:SMCI) is still dropping, and is five times cheaper than its March 2024 peak. The company is still generating exponential revenue growth and increasing EPS. However, the stock price suggests that concerns about SMCI&#39;s accounting inaccuracy overshadow robust business expansion.</p><p>I am not happy that the stock plunged by 63% since my August bullish call, as I have skin in the game. I have been buying aggressively since the stock started tanking in late August, meaning that I have a substantial SMCI position. I also worry about the recent auditor resignation and there is a lot of uncertainty in the FY2024 10-K report release timing. Yet, the stock is so cheap that it provides an excellent opportunity to double down. The preliminary earnings for the latest quarter were released a week ago. It is very hard to imagine that the management would risk presenting an unfair view of SMCI&#39;s financial performance, given the panic around the stock and the reported DOJ investigation.</p><p>The deeply low 14-day RSI reading shows how very spooked the market is over SMCI. This makes me greedy. I tend to believe that allegations of accounting manipulations are exaggerated. Therefore, I still consider SMCI a &#39;Strong Buy&#39;.</p><h2 id=\"id_3077953962\">Fundamental analysis</h2><p>SMCI has recently encountered several significant reputational challenges. This began with a late-August opinions from some analysts that questioned the trustworthiness of SMCI&#39;s financial statements and the management&#39;s integrity. The company then failed to file its 10-K report on time, and there are reports of a DOJ investigation regarding allegations around accounting manipulations. As a result of all these adverse events, the stock price decreased by more than 60% since late August.</p><p>The company has recently released its FQ1 2025 preliminary results and FQ2 2025 guidance, with robust revenue and EPS growth. I tend to trust in the accuracy of this release, despite the aforementioned allegations. There are two big reasons for such confidence.</p><p>The first is that it is hard to imagine that a company under public pressure and scrutiny would manipulate its financials. Second, no major semiconductor companies have separated from SMCI and continue to call SMCI their partner. It has been rumored that Nvidia is taking orders away from SMCI, but I tend to go with what the companies say on their website.</p><p>On October 15, Nvidia announced a new partnership with SMCI. The expanded collaboration highlights the integration of Nvidia&#39;s BlueField data processing unit (&#39;DPU&#39;) into SMCI&#39;s storage solutions. This factor highlights Nvidia&#39;s confidence in SMCI&#39;s trustworthiness. Furthermore, a presentation endorsing SMCI is still available on AMD&#39;s official website. I might be missing something, but Nvidia and AMD appear to be companies with flawless reputations. Thus, it is highly unlikely that Jensen Huang or Lisa Su would risk their reputations by supporting collaboration with a company with questionable integrity or operational practices. There is also a separate page on Intel&#39;s website dedicated to endorse SMCI&#39;s offerings.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e915ca85bac0b07cb94d9f717e09bebb\" alt=\"SA\" title=\"SA\" tg-width=\"617\" tg-height=\"311\"/><span>SA</span></p><p></p><p>Therefore, I consider the preliminary earnings announcement as trustworthy. According to preliminary results, revenue for FQ1 ranged from $5.9 billion to $6 billion, representing an 181% year-over-year increase. The growth was primarily driven by strong demand for AI GPU platforms. SMCI&#39;s non-GAAP gross margin has improved quarter-over-quarter from 11.3% to 13.3%. The profitability expansion was powered by favorable shifts in the product and customer mix.</p><p>The FQ2 guidance also looks robust, with the projected range from $5.5 billion to $6.1 billion. The $5.8 billion midpoint level is 58% higher compared to the same quarter of FY2024. The guidance fell short of Wall Street expectations, but this looks explainable, as the management cites low Blackwell GPU availability due to high demand. So, the problem looks temporary.</p><p>Secular trends are still strong as cloud giants look unwilling to cool down their data center spending spree. Amazon plans to invest another billion+ in Italian data centers and has recently bought 350 acres for data center in Becker. Google&#39;s plans to invest much more in data centers over the long term are apparent after the company announced that it is buying nuclear reactors to meet the energy demand of its current and future data centers. Microsoft also recognizes the potential for data center expansion and is already incorporating sustainable solutions to minimize its environmental footprint. Thus, the industry is thriving and evolving rapidly, providing a strong tailwind for SMCI.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c88485771692e0f540617907c77cd416\" alt=\"\" title=\"\" tg-width=\"635\" tg-height=\"424\"/></p><p></p><p>The stock is significantly oversold, with its 14-day RSI indicator at a historically low level of 27. While the market seems extremely fearful about SMCI, I prefer to set emotions aside. The world&#39;s largest semiconductor companies, which undoubtedly value their reputations, continue to work closely with SMCI, suggesting that the allegations are likely overestimated. Furthermore, the company is already under significant public pressure and scrutiny, making accounting manipulations around the latest preliminary quarterly earnings release extremely unlikely.</p><h2 id=\"id_1000083254\">Valuation analysis</h2><p>As I mentioned, the stock is now significantly cheaper than it was in late August, and such a plunge is explained by fears of the market regarding accounting manipulation allegations. However, since I outlined why I believe that these fears are highly likely exaggerated, I plan to rely on long-term consensus revenue projections to build my DCF model. The zero FCF margin for the base year reflects the company&#39;s aggressive CapEx spending to address soaring demand. For the years after FY2025, I reiterate the same trajectory of the metric expanding by 200 basis points yearly. To balance out an aggressive FCF margin assumption, I use a very conservative 2% constant growth rate to calculate terminal value (&#39;TV&#39;). I use an 8% WACC to discount future cash flows.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ad7a5df190b39226ec84be40cfeb92e3\" alt=\"Calculated by the author\" title=\"Calculated by the author\" tg-width=\"640\" tg-height=\"296\"/><span>Calculated by the author</span></p><p></p><p>The first simulation indicates a fair share price of approximately $90, which is almost four times higher compared to the current share price. Thus, fears around the stock made it extremely cheap.</p><p>The fair value estimation approaches the current share price only if unrealistically pessimistic assumptions are incorporated. The fair share price is around $23 when I apply a 1% constant growth rate and a very low 3% revenue CAGR for the next five years, with the FCF margin expanding by only 100 basis points annually.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eac69b7345c3cdf59226b894d21ac6c7\" alt=\"Calculated by the author\" title=\"Calculated by the author\" tg-width=\"640\" tg-height=\"294\"/><span>Calculated by the author</span></p><p></p><p>With that said, I believe SMCI is very attractively valued. My target price is $90 per share, which is close to mid-summer 2024 levels, making such upside potential realistic.</p><h2 id=\"id_1906077690\">Mitigating factors</h2><p>Official communication is crucial in emergency cases threatening the image of a business, such as those experienced by SMCI over the last few months. In my opinion, the management could have handled the situation in a smoother way. As a result, it seems that the stock crash would not have been as bad. There is still no indication of when the company’s FY2024 10-K report will be published, which creates room for possible new bad-looking headlines. This might just set off another bearish market wave if the communication approach between the management and investors remains the same.</p><p>Additionally, the past precedent of delisting in 2019 due to accounting issues remains a concern. According to the official information from SMCI, the management is still unable to share the expected date of the 10-K filing, which increases risks of failing to comply with Nasdaq listing rules. However, I believe that the company&#39;s efforts to engage a new auditor will mitigate the risk. The completion of the Special Committee&#39;s investigation, which found no evidence of fraud or misconduct, is a positive step towards resolving this adverse situation.</p><h2 id=\"id_3728447271\">Conclusion</h2><p>As an investor, I prefer to set emotions aside and focus on the facts. A company that has faces intense public scrutiny is almost certainly not going to play along with its accounting books. This factor makes the recent preliminary FQ1 2025 earnings release is a reliable informational tool. I am also extremely skeptical that Nvidia, AMD, or Intel would continue supporting SMCI as a crucial technological partner if there was really something wrong with it.</p></body></html>","source":"seekingalpha_fund","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>Super Micro Computer: I Am Greedy While Others Are Fearful</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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The company is still generating exponential revenue growth and increasing EPS. However, the stock price suggests that concerns about SMCI's accounting inaccuracy overshadow robust business expansion.I am not happy that the stock plunged by 63% since my August bullish call, as I have skin in the game. I have been buying aggressively since the stock started tanking in late August, meaning that I have a substantial SMCI position. I also worry about the recent auditor resignation and there is a lot of uncertainty in the FY2024 10-K report release timing. Yet, the stock is so cheap that it provides an excellent opportunity to double down. The preliminary earnings for the latest quarter were released a week ago. It is very hard to imagine that the management would risk presenting an unfair view of SMCI's financial performance, given the panic around the stock and the reported DOJ investigation.The deeply low 14-day RSI reading shows how very spooked the market is over SMCI. This makes me greedy. I tend to believe that allegations of accounting manipulations are exaggerated. Therefore, I still consider SMCI a 'Strong Buy'.Fundamental analysisSMCI has recently encountered several significant reputational challenges. This began with a late-August opinions from some analysts that questioned the trustworthiness of SMCI's financial statements and the management's integrity. The company then failed to file its 10-K report on time, and there are reports of a DOJ investigation regarding allegations around accounting manipulations. As a result of all these adverse events, the stock price decreased by more than 60% since late August.The company has recently released its FQ1 2025 preliminary results and FQ2 2025 guidance, with robust revenue and EPS growth. I tend to trust in the accuracy of this release, despite the aforementioned allegations. There are two big reasons for such confidence.The first is that it is hard to imagine that a company under public pressure and scrutiny would manipulate its financials. Second, no major semiconductor companies have separated from SMCI and continue to call SMCI their partner. It has been rumored that Nvidia is taking orders away from SMCI, but I tend to go with what the companies say on their website.On October 15, Nvidia announced a new partnership with SMCI. The expanded collaboration highlights the integration of Nvidia's BlueField data processing unit ('DPU') into SMCI's storage solutions. This factor highlights Nvidia's confidence in SMCI's trustworthiness. Furthermore, a presentation endorsing SMCI is still available on AMD's official website. I might be missing something, but Nvidia and AMD appear to be companies with flawless reputations. Thus, it is highly unlikely that Jensen Huang or Lisa Su would risk their reputations by supporting collaboration with a company with questionable integrity or operational practices. There is also a separate page on Intel's website dedicated to endorse SMCI's offerings.SATherefore, I consider the preliminary earnings announcement as trustworthy. According to preliminary results, revenue for FQ1 ranged from $5.9 billion to $6 billion, representing an 181% year-over-year increase. The growth was primarily driven by strong demand for AI GPU platforms. SMCI's non-GAAP gross margin has improved quarter-over-quarter from 11.3% to 13.3%. The profitability expansion was powered by favorable shifts in the product and customer mix.The FQ2 guidance also looks robust, with the projected range from $5.5 billion to $6.1 billion. The $5.8 billion midpoint level is 58% higher compared to the same quarter of FY2024. The guidance fell short of Wall Street expectations, but this looks explainable, as the management cites low Blackwell GPU availability due to high demand. So, the problem looks temporary.Secular trends are still strong as cloud giants look unwilling to cool down their data center spending spree. Amazon plans to invest another billion+ in Italian data centers and has recently bought 350 acres for data center in Becker. Google's plans to invest much more in data centers over the long term are apparent after the company announced that it is buying nuclear reactors to meet the energy demand of its current and future data centers. Microsoft also recognizes the potential for data center expansion and is already incorporating sustainable solutions to minimize its environmental footprint. Thus, the industry is thriving and evolving rapidly, providing a strong tailwind for SMCI.The stock is significantly oversold, with its 14-day RSI indicator at a historically low level of 27. While the market seems extremely fearful about SMCI, I prefer to set emotions aside. The world's largest semiconductor companies, which undoubtedly value their reputations, continue to work closely with SMCI, suggesting that the allegations are likely overestimated. Furthermore, the company is already under significant public pressure and scrutiny, making accounting manipulations around the latest preliminary quarterly earnings release extremely unlikely.Valuation analysisAs I mentioned, the stock is now significantly cheaper than it was in late August, and such a plunge is explained by fears of the market regarding accounting manipulation allegations. However, since I outlined why I believe that these fears are highly likely exaggerated, I plan to rely on long-term consensus revenue projections to build my DCF model. The zero FCF margin for the base year reflects the company's aggressive CapEx spending to address soaring demand. For the years after FY2025, I reiterate the same trajectory of the metric expanding by 200 basis points yearly. To balance out an aggressive FCF margin assumption, I use a very conservative 2% constant growth rate to calculate terminal value ('TV'). I use an 8% WACC to discount future cash flows.Calculated by the authorThe first simulation indicates a fair share price of approximately $90, which is almost four times higher compared to the current share price. Thus, fears around the stock made it extremely cheap.The fair value estimation approaches the current share price only if unrealistically pessimistic assumptions are incorporated. The fair share price is around $23 when I apply a 1% constant growth rate and a very low 3% revenue CAGR for the next five years, with the FCF margin expanding by only 100 basis points annually.Calculated by the authorWith that said, I believe SMCI is very attractively valued. My target price is $90 per share, which is close to mid-summer 2024 levels, making such upside potential realistic.Mitigating factorsOfficial communication is crucial in emergency cases threatening the image of a business, such as those experienced by SMCI over the last few months. In my opinion, the management could have handled the situation in a smoother way. As a result, it seems that the stock crash would not have been as bad. There is still no indication of when the company’s FY2024 10-K report will be published, which creates room for possible new bad-looking headlines. This might just set off another bearish market wave if the communication approach between the management and investors remains the same.Additionally, the past precedent of delisting in 2019 due to accounting issues remains a concern. According to the official information from SMCI, the management is still unable to share the expected date of the 10-K filing, which increases risks of failing to comply with Nasdaq listing rules. However, I believe that the company's efforts to engage a new auditor will mitigate the risk. The completion of the Special Committee's investigation, which found no evidence of fraud or misconduct, is a positive step towards resolving this adverse situation.ConclusionAs an investor, I prefer to set emotions aside and focus on the facts. A company that has faces intense public scrutiny is almost certainly not going to play along with its accounting books. This factor makes the recent preliminary FQ1 2025 earnings release is a reliable informational tool. I am also extremely skeptical that Nvidia, AMD, or Intel would continue supporting SMCI as a crucial technological partner if there was really something wrong with it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343531884163192,"gmtCreate":1724899679512,"gmtModify":1724899820240,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> The Bloomberg interview with Jensen Huang did provide alot more insights on the Blackwell chip production, delivery and revenue. This retracement seems unjustified but every low is always a buy opportunity.&nbsp; https://youtu.be/NC5NZPrxbHk?si=O7s5fMvD5tD59dTA","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> The Bloomberg interview with Jensen Huang did provide alot more insights on the Blackwell chip production, delivery and revenue. This retracement seems unjustified but every low is always a buy opportunity.&nbsp; https://youtu.be/NC5NZPrxbHk?si=O7s5fMvD5tD59dTA","text":"$NVIDIA Corp(NVDA)$ The Bloomberg interview with Jensen Huang did provide alot more insights on the Blackwell chip production, delivery and revenue. This retracement seems unjustified but every low is always a buy opportunity. https://youtu.be/NC5NZPrxbHk?si=O7s5fMvD5tD59dTA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343531884163192","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340157086523624,"gmtCreate":1724077206684,"gmtModify":1724077211856,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"No basis talk","listText":"No basis talk","text":"No basis talk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340157086523624","repostId":"1124376792","repostType":2,"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":338805573124488,"gmtCreate":1723720343621,"gmtModify":1723720347791,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"With incoming earnings, either a hit or miss. Plenty of companies which haven't rebound, don't need to take unnecessary risk.&nbsp;","listText":"With incoming earnings, either a hit or miss. Plenty of companies which haven't rebound, don't need to take unnecessary risk.&nbsp;","text":"With incoming earnings, either a hit or miss. Plenty of companies which haven't rebound, don't need to take unnecessary risk.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338805573124488","repostId":"2459148891","repostType":2,"repost":{"id":"2459148891","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1723704300,"share":"https://ttm.financial/m/news/2459148891?lang=&edition=fundamental","pubTime":"2024-08-15 14:45","market":"us","language":"en","title":"CrowdStrike Stock Will Bounce Back. This Analyst Says to Buy the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2459148891","media":"Dow Jones","summary":"Given the global IT outage caused by a faulty software update by CrowdStrike in July, analysts are surprisingly upbeat on the cybersecurity stock.One analyst says CrowdStrike may have more trouble mak","content":"<html><head></head><body><p style=\"text-align: start;\">Given the global IT outage caused by a faulty software update by CrowdStrike in July, analysts are surprisingly upbeat on the cybersecurity stock.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9691e1491d82598045806a4ef02372aa\" alt=\"One analyst says CrowdStrike may have more trouble making sales than previously, but still sees room for the stock to rise 17%.\" title=\"One analyst says CrowdStrike may have more trouble making sales than previously, but still sees room for the stock to rise 17%.\" tg-width=\"957\" tg-height=\"635\"/><span>One analyst says CrowdStrike may have more trouble making sales than previously, but still sees room for the stock to rise 17%.</span></p><p style=\"text-align: start;\">D.A. Davidson analyst Rudy Kessinger says the potential rewards of owning CrowdStrike stock now outweigh the risks. “[CrowdStrike] will quickly regain their footing &amp; and momentum given their still strong reputation &amp; best-of-breed cybersecurity platform,” Kessinger wrote in a note reiterating a Buy rating on Tuesday evening. </p><p>Out of 51 analysts covering the stock, 40 rate it Buy or Overweight, according to FactSet. Only three rate CrowdStrike at Sell or Underweight. </p><p>Kessinger said that while the company will take a financial hit in the near to medium term, he believes the pullback in shares following the outage, a slide of about 35%, more than reflects the potential damage. He lowered his target for the stock price from $380 to $290, but that still implies a gain of 17% from the stock’s closing price on Tuesday. </p><p>CrowdStrike shares rose 3.3% at $256.22 on Wednesday.</p><p>Kessinger said that while he isn’t sure exactly how Crowdstrike’s results will be affected in coming quarters, he does expect that signing up new customers will be more difficult than previously. He forecast a negative effect on second-quarter sales of about 12%.</p><p style=\"text-align: start;\">The outage affected companies worldwide as some PC users were locked out of their Windows systems. Delta Air Lines said the outage cost it $500 million over five days and has threatened legal action against the cybersecurity company. CrowdStrike has taken responsibility for the outage but denied acting inappropriately.</p><p style=\"text-align: start;\">“[CrowdStrike has] taken the matter extremely seriously since the moment Windows devices begun crashing, and we believe customers have taken notice,” Kessinger said. “If anyone can bounce back from this, it’s [CrowdStrike].” </p><p style=\"text-align: start;\">CrowdStrike reports second-quarter results on 28 Aug.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CrowdStrike Stock Will Bounce Back. This Analyst Says to Buy the Dip</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\">\nCrowdStrike Stock Will Bounce Back. This Analyst Says to Buy the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-15 14:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Given the global IT outage caused by a faulty software update by CrowdStrike in July, analysts are surprisingly upbeat on the cybersecurity stock.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9691e1491d82598045806a4ef02372aa\" alt=\"One analyst says CrowdStrike may have more trouble making sales than previously, but still sees room for the stock to rise 17%.\" title=\"One analyst says CrowdStrike may have more trouble making sales than previously, but still sees room for the stock to rise 17%.\" tg-width=\"957\" tg-height=\"635\"/><span>One analyst says CrowdStrike may have more trouble making sales than previously, but still sees room for the stock to rise 17%.</span></p><p style=\"text-align: start;\">D.A. Davidson analyst Rudy Kessinger says the potential rewards of owning CrowdStrike stock now outweigh the risks. “[CrowdStrike] will quickly regain their footing &amp; and momentum given their still strong reputation &amp; best-of-breed cybersecurity platform,” Kessinger wrote in a note reiterating a Buy rating on Tuesday evening. </p><p>Out of 51 analysts covering the stock, 40 rate it Buy or Overweight, according to FactSet. Only three rate CrowdStrike at Sell or Underweight. </p><p>Kessinger said that while the company will take a financial hit in the near to medium term, he believes the pullback in shares following the outage, a slide of about 35%, more than reflects the potential damage. He lowered his target for the stock price from $380 to $290, but that still implies a gain of 17% from the stock’s closing price on Tuesday. </p><p>CrowdStrike shares rose 3.3% at $256.22 on Wednesday.</p><p>Kessinger said that while he isn’t sure exactly how Crowdstrike’s results will be affected in coming quarters, he does expect that signing up new customers will be more difficult than previously. He forecast a negative effect on second-quarter sales of about 12%.</p><p style=\"text-align: start;\">The outage affected companies worldwide as some PC users were locked out of their Windows systems. Delta Air Lines said the outage cost it $500 million over five days and has threatened legal action against the cybersecurity company. CrowdStrike has taken responsibility for the outage but denied acting inappropriately.</p><p style=\"text-align: start;\">“[CrowdStrike has] taken the matter extremely seriously since the moment Windows devices begun crashing, and we believe customers have taken notice,” Kessinger said. “If anyone can bounce back from this, it’s [CrowdStrike].” </p><p style=\"text-align: start;\">CrowdStrike reports second-quarter results on 28 Aug.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4008":"航空公司","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4585":"ETF&股票定投概念","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","BK4528":"SaaS概念","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4588":"碎股","BK4500":"航空公司","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","CRWD":"CrowdStrike Holdings, Inc.","LU1548497426.USD":"安联环球人工智能AT Acc","BK4551":"寇图资本持仓","BK4097":"系统软件","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4560":"网络安全概念","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2459148891","content_text":"Given the global IT outage caused by a faulty software update by CrowdStrike in July, analysts are surprisingly upbeat on the cybersecurity stock.One analyst says CrowdStrike may have more trouble making sales than previously, but still sees room for the stock to rise 17%.D.A. Davidson analyst Rudy Kessinger says the potential rewards of owning CrowdStrike stock now outweigh the risks. “[CrowdStrike] will quickly regain their footing & and momentum given their still strong reputation & best-of-breed cybersecurity platform,” Kessinger wrote in a note reiterating a Buy rating on Tuesday evening. Out of 51 analysts covering the stock, 40 rate it Buy or Overweight, according to FactSet. Only three rate CrowdStrike at Sell or Underweight. Kessinger said that while the company will take a financial hit in the near to medium term, he believes the pullback in shares following the outage, a slide of about 35%, more than reflects the potential damage. He lowered his target for the stock price from $380 to $290, but that still implies a gain of 17% from the stock’s closing price on Tuesday. CrowdStrike shares rose 3.3% at $256.22 on Wednesday.Kessinger said that while he isn’t sure exactly how Crowdstrike’s results will be affected in coming quarters, he does expect that signing up new customers will be more difficult than previously. He forecast a negative effect on second-quarter sales of about 12%.The outage affected companies worldwide as some PC users were locked out of their Windows systems. Delta Air Lines said the outage cost it $500 million over five days and has threatened legal action against the cybersecurity company. CrowdStrike has taken responsibility for the outage but denied acting inappropriately.“[CrowdStrike has] taken the matter extremely seriously since the moment Windows devices begun crashing, and we believe customers have taken notice,” Kessinger said. “If anyone can bounce back from this, it’s [CrowdStrike].” CrowdStrike reports second-quarter results on 28 Aug.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335371181715624,"gmtCreate":1722907572965,"gmtModify":1722907576438,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"How about some new news?","listText":"How about some new news?","text":"How about some new news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335371181715624","repostId":"1154406330","repostType":2,"repost":{"id":"1154406330","kind":"news","pubTimestamp":1722906584,"share":"https://ttm.financial/m/news/1154406330?lang=&edition=fundamental","pubTime":"2024-08-06 09:09","market":"us","language":"en","title":"Nvidia's Huang Sold $323 Million of Stock in July Before Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=1154406330","media":"Bloomberg","summary":"Nvidia Corp.’s Jensen Huang continued his summer of selling, offloading a record $322.7 million worth of shares in July just ahead of a wider tech stock selloff.Combined with the shares he unloaded in","content":"<html><head></head><body><p>Nvidia Corp.’s Jensen Huang continued his summer of selling, offloading a record $322.7 million worth of shares in July just ahead of a wider tech stock selloff.</p><p>Combined with the shares he unloaded in June, the chipmaker’s co-founder and chief executive officer has sold almost $500 million worth since the stock hit its peak amid an AI-fueled rally.</p><p>While the June and July sales were executed under a 10b5-1 trading plan adopted in March, the timing proved fortunate. Nvidia shares have tumbled 14% over last three trading days, including 6.4% on Monday as the Nasdaq 100 Index fell to its lowest level since May.</p><p>Stocks globally sold off sharply as investors dealt with a perfect storm of surprisingly weak economic data, underwhelming corporate earnings and poor seasonal trends. The S&amp;P 500 dropped 3% — its biggest one-day decline in almost two years — while a gauge of the “Magnificent Seven” megacaps like Nvidia and Apple Inc. plunged almost 10% at one point.</p><p>The downturn erased $184.9 billion from the fortunes of the world’s 500 richest people, according to the Bloomberg Billionaires Index, including $75.6 billion from tech tycoons.</p><p>Huang’s net worth fell $5.9 billion, dropping him to 16th on the wealth list with $88.4 billion after briefly having eclipsed $100 billion last month.</p><p>A spokesperson for Nvidia declined to comment.</p><p>Huang’s daily sale of 120,000 shares came during a roller coaster month for Nvidia and Huang, which saw their fortunes rise and fall in tandem. In July alone, Nvidia shares accounted for four of the eight biggest market cap wipeouts, according to data compiled by Bloomberg.</p><p>The Santa Clara, California-based chipmaker rebounded by the end of July following competitor Advanced Micro Devices Inc.’s upbeat revenue forecast, renewing investor enthusiasm for the sector. Nvidia added a record $329 billion in market value on July 31, boosting Huang’s fortunes by nearly $12 billion.</p><p>Huang, 61, wasn’t the only Nvidia insider to sell in July. Board member Mark Stevens unloaded about $125 million worth of shares, according to filings, while Jay Puri, the company’s executive vice president of worldwide field operations, sold about $10 million.</p><p>Nvidia insiders in total have cashed out shares worth more than $1 billion since the beginning of the year. Huang has personally sold about $1.4 billion in shares since the start of 2020, including this summer’s sales. He plans to continue selling into August, according to a filing.</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's Huang Sold $323 Million of Stock in July Before Decline</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's Huang Sold $323 Million of Stock in July Before Decline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-06 09:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-08-05/nvidia-s-huang-sold-323-million-of-stock-in-july-ahead-of-swoon><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp.’s Jensen Huang continued his summer of selling, offloading a record $322.7 million worth of shares in July just ahead of a wider tech stock selloff.Combined with the shares he unloaded in...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-08-05/nvidia-s-huang-sold-323-million-of-stock-in-july-ahead-of-swoon\">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/2024-08-05/nvidia-s-huang-sold-323-million-of-stock-in-july-ahead-of-swoon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154406330","content_text":"Nvidia Corp.’s Jensen Huang continued his summer of selling, offloading a record $322.7 million worth of shares in July just ahead of a wider tech stock selloff.Combined with the shares he unloaded in June, the chipmaker’s co-founder and chief executive officer has sold almost $500 million worth since the stock hit its peak amid an AI-fueled rally.While the June and July sales were executed under a 10b5-1 trading plan adopted in March, the timing proved fortunate. Nvidia shares have tumbled 14% over last three trading days, including 6.4% on Monday as the Nasdaq 100 Index fell to its lowest level since May.Stocks globally sold off sharply as investors dealt with a perfect storm of surprisingly weak economic data, underwhelming corporate earnings and poor seasonal trends. The S&P 500 dropped 3% — its biggest one-day decline in almost two years — while a gauge of the “Magnificent Seven” megacaps like Nvidia and Apple Inc. plunged almost 10% at one point.The downturn erased $184.9 billion from the fortunes of the world’s 500 richest people, according to the Bloomberg Billionaires Index, including $75.6 billion from tech tycoons.Huang’s net worth fell $5.9 billion, dropping him to 16th on the wealth list with $88.4 billion after briefly having eclipsed $100 billion last month.A spokesperson for Nvidia declined to comment.Huang’s daily sale of 120,000 shares came during a roller coaster month for Nvidia and Huang, which saw their fortunes rise and fall in tandem. In July alone, Nvidia shares accounted for four of the eight biggest market cap wipeouts, according to data compiled by Bloomberg.The Santa Clara, California-based chipmaker rebounded by the end of July following competitor Advanced Micro Devices Inc.’s upbeat revenue forecast, renewing investor enthusiasm for the sector. Nvidia added a record $329 billion in market value on July 31, boosting Huang’s fortunes by nearly $12 billion.Huang, 61, wasn’t the only Nvidia insider to sell in July. Board member Mark Stevens unloaded about $125 million worth of shares, according to filings, while Jay Puri, the company’s executive vice president of worldwide field operations, sold about $10 million.Nvidia insiders in total have cashed out shares worth more than $1 billion since the beginning of the year. Huang has personally sold about $1.4 billion in shares since the start of 2020, including this summer’s sales. He plans to continue selling into August, according to a filing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334136365334664,"gmtCreate":1722609558836,"gmtModify":1722609562722,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"the whole US market is in fact overhyped. China, India and Japan the best to put your money.","listText":"the whole US market is in fact overhyped. China, India and Japan the best to put your money.","text":"the whole US market is in fact overhyped. China, India and Japan the best to put your money.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334136365334664","repostId":"2456286685","repostType":2,"repost":{"id":"2456286685","kind":"highlight","pubTimestamp":1722609000,"share":"https://ttm.financial/m/news/2456286685?lang=&edition=fundamental","pubTime":"2024-08-02 22:30","market":"us","language":"en","title":"Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management","url":"https://stock-news.laohu8.com/highlight/detail?id=2456286685","media":"Seeking Alpha","summary":"Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, Ell","content":"<html><head></head><body><p style=\"text-align: left;\">Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.</p><p style=\"text-align: left;\">In a letter to its clients published by The Financial Times, Elliott Management said that the technology mega-caps, such as Nidia, are in a “bubble land” and that the hedge fund is skeptical that these companies will continue to purchase Nvidia’s (NVDA) graphic processing units in such huge volumes.</p><p style=\"text-align: left;\">Elliot said that many AI applications are not ready for “prime time” and that many of the expected uses are “never going to be cost-efficient; are never going to actually work right” and that they “will take up too much energy or will prove to be untrustworthy.”</p><p style=\"text-align: left;\">The chipmaker stocks have suffered some losses due to concerns about heavy -- tens of billions of dollars -- AI spending for infrastructure.</p><p style=\"text-align: left;\">Nvidia Corp. is down 4.8% today so far, after a 110% year-to-date gain. The stock is also down 9.23% from a month ago. Nvidia briefly became the world&#39;s largest company with a market cap of more than $3.3T.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management</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 Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-02 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, ...</p>\n\n<a href=\"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4551":"寇图资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4548":"巴美列捷福持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4529":"IDC概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4585":"ETF&股票定投概念","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4587":"ChatGPT概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4141":"半导体产品","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4503":"景林资产持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2456286685","content_text":"Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, Elliott Management said that the technology mega-caps, such as Nidia, are in a “bubble land” and that the hedge fund is skeptical that these companies will continue to purchase Nvidia’s (NVDA) graphic processing units in such huge volumes.Elliot said that many AI applications are not ready for “prime time” and that many of the expected uses are “never going to be cost-efficient; are never going to actually work right” and that they “will take up too much energy or will prove to be untrustworthy.”The chipmaker stocks have suffered some losses due to concerns about heavy -- tens of billions of dollars -- AI spending for infrastructure.Nvidia Corp. is down 4.8% today so far, after a 110% year-to-date gain. The stock is also down 9.23% from a month ago. Nvidia briefly became the world's largest company with a market cap of more than $3.3T.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333371247706232,"gmtCreate":1722431824360,"gmtModify":1722431829602,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>&nbsp; See you at $150. Cut first to buy lower.","listText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>&nbsp; See you at $150. Cut first to buy lower.","text":"$CrowdStrike Holdings, Inc.(CRWD)$ See you at $150. Cut first to buy lower.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333371247706232","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333074454896800,"gmtCreate":1722345073541,"gmtModify":1722348604523,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"Wait for the lawsuit aftermath&nbsp;","listText":"Wait for the lawsuit aftermath&nbsp;","text":"Wait for the lawsuit aftermath","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333074454896800","repostId":"2455642036","repostType":2,"repost":{"id":"2455642036","kind":"highlight","pubTimestamp":1722344400,"share":"https://ttm.financial/m/news/2455642036?lang=&edition=fundamental","pubTime":"2024-07-30 21:00","market":"us","language":"en","title":"CrowdStrike's Path To Recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=2455642036","media":"Seeking Alpha","summary":"CrowdStrike experienced a low-level bug, not a breach, leading to a global outage, but it is expected to survive and grow with strategic adjustments.No single customer or channel partner accounted for","content":"<html><head></head><body><ul style=\"\"><li><p>CrowdStrike experienced a low-level bug, not a breach, leading to a global outage, but it is expected to survive and grow with strategic adjustments.</p></li><li><p>No single customer or channel partner accounted for 10% or more of total revenue, minimizing significant customer concentration risk and spreading potential revenue loss.</p></li><li><p>CrowdStrike&#39;s comprehensive response plan and emphasis on quality assurance and innovation aim to strengthen customer trust and mitigate the impact of the recent outage.</p></li><li><p>Strategic partnerships, acquisitions, and a focus on cybersecurity demand in critical sectors position CrowdStrike for recovery and long-term success, with an optimistic price target of $320 for 2024.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd1d823f06fa2877f62c1ee37098e971\" alt=\"BlackJack3D/E+ via Getty Images\" title=\"BlackJack3D/E+ via Getty Images\" tg-width=\"589\" tg-height=\"295\"/><span>BlackJack3D/E+ via Getty Images</span></p><h2 id=\"id_440404391\">Investment Thesis</h2><p>What makes a massive difference between how to recover from a setback and when to face an unrecoverable catastrophe is that the recent incident at CrowdStrike (NASDAQ:CRWD) has been identified as a low-level bug rather than a breach.</p><p>While losing some ground to competitors like SentinelOne (S), the company should survive. The key to maintaining its position will lie in quality assurance processes while maintaining customer trust through transparent communication, highlighting a robust response to the glitch. It will also be essential to continue investing in marketing to reshape public perception and innovate on the Falcon platform.</p><p>CrowdStrike must set a path for the future through strategic partnerships or acquisitions that improve service offerings and enter new markets. The setback will allow the company to maintain its competitive position if the lessons are used to strengthen resilience, enhance technological capacity, and deepen customer relations.</p><h2 id=\"id_1697650658\">CRWD Nears Oversold Territory with $320 Price Target for 2024</h2><p>CRWD currently trades at $256.16, being on a downward trajectory. Our average price target stands at $320 for 2024. while the optimistic target is $365 and the pessimistic target is $175. These targets are derived from short-term trends projected over Fibonacci levels (1.618, 0.5, and 4.618).</p><p>The Relative Strength Index (RSI) stands at 37.24, indicating a potential <strong>oversold</strong> <strong>condition</strong> and is moving towards it. However, there is no bullish or bearish divergence, and the downward RSI trend suggests continued weakness. A long setup may emerge at an RSI of near 30, indicating a <strong>possible reversal point</strong>.</p><p>The Volume Price Trend (VPT) is also trending downwards, currently at 42.28 million. The VPT line is below the annual moving average of 62.15 million. This suggests weakening momentum, but a bottom touchdown of around 40 million could create a price reversal move.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4bd23c8e0cda6b3357bb28c898223dfb\" alt=\"Author (trendspider.com)\" title=\"Author (trendspider.com)\" tg-width=\"1200\" tg-height=\"700\"/><span>Author (trendspider.com)</span></p><p>Seasonality analysis indicates an 83% chance of positive returns if invested in July, based on a 5-year monthly pattern. This high probability, combined with potential reversals in RSI and VPT, marks that a strategic <strong>entry</strong> <strong>point</strong> might be near if the stock hits <strong>oversold</strong> <strong>conditions</strong>.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f3f05009a035b146844141ea151c522c\" alt=\"trendspider.com\" title=\"trendspider.com\" tg-width=\"1280\" tg-height=\"676\"/><span>trendspider.com</span></p><h2 id=\"id_2247107572\">CrowdStrike Outage Sparks Major Cybersecurity Overhaul</h2><p>On July 19, 2024, CrowdStrike ran a faulty software update that caused a global outage. The update induced the &#39;Blue Screen of Death&#39; on 8.5 million devices running on Windows, thus paralyzing critical sectors like aviation, healthcare, banking, and government services.</p><p>Though less than 1% of Windows devices were hit, the impact was very strong due to CrowdStrike&#39;s vital role in such sectors. Flights were canceled, medical procedures were delayed, and many other societal systems were disrupted. Identifying the problem through CrowdStrike and providing proactive recommendations to reduce the impact underscore our expertise and proactive approach to cyber issues.</p><p>Moving forward, CrowdStrike is on course to avoid such instances by implementing more aggressive testing of software updates and developing additional communication strategies to help identify potential problems earlier. Shareholders should expect the company to double its efforts toward resilience and transparency easily-the result should be the restoration of faith that it can ultimately protect vital infrastructure.</p><p>This incident again highlighted the paramount importance of investing in cybersecurity and the need for perpetually increasing digital defenses. Thus, by addressing the ethical dilemmas related to privacy and national security and promoting cybersecurity best practices, CrowdStrike can contribute to a more secure and resilient digital ecosystem, benefiting its clients and stakeholders.</p><h2 id=\"id_2322173140\">A Path to Resilience and Recovery</h2><p>CEO George Kurtz has been brought in by the US House of Representatives Homeland Security Committee to be questioned-an indication of how grave the case is. The insured losses for the said event were pegged at $540 million and $1.08 billion for only the companies in the Fortune 500 category. In comparison, worldwide financial losses have been estimated to be around $15 billion. On the other hand, CrowdStrike&#39;s quick and transparent reflexes, supplemented by a robust post-incident strategy, prove that the company can indeed bounce back from an unprecedented mistake.</p><p>Further, CrowdStrike&#39;s proactive work engaging regulators and affected parties to participate in remediation efforts demonstrates a commitment to solving the problem. This minimizes long-term financial impact and may establish a strong base for future negotiations and settlements. The US Cybersecurity and Infrastructure Security Agency warned that malicious activities continued by taking advantage of the outage.</p><p>The recent outage caused by CrowdStrike&#39;s software update has raised concerns about customer retention. While some customers may explore alternative solutions, the company&#39;s rapid response and commitment to improving its systems can help mitigate long-term customer attrition.</p><p>Finally, analysts predict that around 5% of CrowdStrike&#39;s customer base might consider switching to competitors. However, CrowdStrike&#39;s market-leading position and difficulty immediately cutting ties due to existing contracts suggest that the overall impact might be contained.</p><h2 id=\"id_795910209\">How CrowdStrike&#39;s Response to Challenges Fortifies Its Market Leadership</h2><p>While some customers may seek a different relationship with CrowdStrike, the company&#39;s comprehensive response plan will likely provide existing clients with additional <strong>reassurance and contingency plans</strong>. Furthermore, the increasing demand for cybersecurity in critical sectors will continue to drive the need for cutting-edge solutions like those offered by CrowdStrike.</p><p>Ultimately, the incident may <strong>strengthen the company&#39;s market position</strong> regarding its ability to adapt and improve services. While certain challenges arise from the recent outage, CrowdStrike&#39;s proactive measures, strong market position, and commitment to innovation set a positive tone for recovery and growth. The investors shall consider the company&#39;s resilience and strategic adjustments while judging the prospect of this firm in the future.</p><p>According to CrowdStrike&#39;s latest 10-K filing, the company has maintained a very diversified customer base; hence, it carries <strong>low</strong> <strong>customer concentration risk</strong>, enhancing its position to sustain any potential upcoming losses. Specifically, no one customer or channel partner accounted for 10% or more of the company&#39;s consolidated revenue or accounts receivable in either of the fiscal years ending January 31, 2024. Lastly, CrowdStrike controls 17.7% of the endpoint protection market, surpassing Microsoft&#39;s 16.4%. Even if the company experiences some market share loss, the impact will be minimal due to the relatively high switching costs that deter customers from changing providers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1d71285aee6fddc615caf5d6db0b75ae\" alt=\"CrowdStrike\" title=\"CrowdStrike\" tg-width=\"750\" tg-height=\"289\"/><span>CrowdStrike</span></p><h2 id=\"id_3534466798\">Takeaway</h2><p>CrowdStrike&#39;s recent incident, identified as a low-level bug rather than a breach, underscores the difference between a recoverable setback and a catastrophic event. The company is expected to survive despite losing some ground to competitors like SentinelOne. The key to maintaining its position will be improving quality assurance processes, reinforcing customer trust through transparent communication, and highlighting its robust response to glitches. Investing in marketing to reshape public perception and continuing to innovate its Falcon platform will also be crucial.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CrowdStrike's Path To Recovery</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\">\nCrowdStrike's Path To Recovery\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-30 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4707554-crowdstrike-stock-path-to-recovery><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CrowdStrike experienced a low-level bug, not a breach, leading to a global outage, but it is expected to survive and grow with strategic adjustments.No single customer or channel partner accounted for...</p>\n\n<a href=\"https://seekingalpha.com/article/4707554-crowdstrike-stock-path-to-recovery\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4592":"伊斯兰概念","BK4554":"元宇宙及AR概念","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","BK4567":"ESG概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4538":"云计算","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","CRWD":"CrowdStrike Holdings, Inc.","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","BK4097":"系统软件","BK4581":"高盛持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4560":"网络安全概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4528":"SaaS概念"},"source_url":"https://seekingalpha.com/article/4707554-crowdstrike-stock-path-to-recovery","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2455642036","content_text":"CrowdStrike experienced a low-level bug, not a breach, leading to a global outage, but it is expected to survive and grow with strategic adjustments.No single customer or channel partner accounted for 10% or more of total revenue, minimizing significant customer concentration risk and spreading potential revenue loss.CrowdStrike's comprehensive response plan and emphasis on quality assurance and innovation aim to strengthen customer trust and mitigate the impact of the recent outage.Strategic partnerships, acquisitions, and a focus on cybersecurity demand in critical sectors position CrowdStrike for recovery and long-term success, with an optimistic price target of $320 for 2024.BlackJack3D/E+ via Getty ImagesInvestment ThesisWhat makes a massive difference between how to recover from a setback and when to face an unrecoverable catastrophe is that the recent incident at CrowdStrike (NASDAQ:CRWD) has been identified as a low-level bug rather than a breach.While losing some ground to competitors like SentinelOne (S), the company should survive. The key to maintaining its position will lie in quality assurance processes while maintaining customer trust through transparent communication, highlighting a robust response to the glitch. It will also be essential to continue investing in marketing to reshape public perception and innovate on the Falcon platform.CrowdStrike must set a path for the future through strategic partnerships or acquisitions that improve service offerings and enter new markets. The setback will allow the company to maintain its competitive position if the lessons are used to strengthen resilience, enhance technological capacity, and deepen customer relations.CRWD Nears Oversold Territory with $320 Price Target for 2024CRWD currently trades at $256.16, being on a downward trajectory. Our average price target stands at $320 for 2024. while the optimistic target is $365 and the pessimistic target is $175. These targets are derived from short-term trends projected over Fibonacci levels (1.618, 0.5, and 4.618).The Relative Strength Index (RSI) stands at 37.24, indicating a potential oversold condition and is moving towards it. However, there is no bullish or bearish divergence, and the downward RSI trend suggests continued weakness. A long setup may emerge at an RSI of near 30, indicating a possible reversal point.The Volume Price Trend (VPT) is also trending downwards, currently at 42.28 million. The VPT line is below the annual moving average of 62.15 million. This suggests weakening momentum, but a bottom touchdown of around 40 million could create a price reversal move.Author (trendspider.com)Seasonality analysis indicates an 83% chance of positive returns if invested in July, based on a 5-year monthly pattern. This high probability, combined with potential reversals in RSI and VPT, marks that a strategic entry point might be near if the stock hits oversold conditions.trendspider.comCrowdStrike Outage Sparks Major Cybersecurity OverhaulOn July 19, 2024, CrowdStrike ran a faulty software update that caused a global outage. The update induced the 'Blue Screen of Death' on 8.5 million devices running on Windows, thus paralyzing critical sectors like aviation, healthcare, banking, and government services.Though less than 1% of Windows devices were hit, the impact was very strong due to CrowdStrike's vital role in such sectors. Flights were canceled, medical procedures were delayed, and many other societal systems were disrupted. Identifying the problem through CrowdStrike and providing proactive recommendations to reduce the impact underscore our expertise and proactive approach to cyber issues.Moving forward, CrowdStrike is on course to avoid such instances by implementing more aggressive testing of software updates and developing additional communication strategies to help identify potential problems earlier. Shareholders should expect the company to double its efforts toward resilience and transparency easily-the result should be the restoration of faith that it can ultimately protect vital infrastructure.This incident again highlighted the paramount importance of investing in cybersecurity and the need for perpetually increasing digital defenses. Thus, by addressing the ethical dilemmas related to privacy and national security and promoting cybersecurity best practices, CrowdStrike can contribute to a more secure and resilient digital ecosystem, benefiting its clients and stakeholders.A Path to Resilience and RecoveryCEO George Kurtz has been brought in by the US House of Representatives Homeland Security Committee to be questioned-an indication of how grave the case is. The insured losses for the said event were pegged at $540 million and $1.08 billion for only the companies in the Fortune 500 category. In comparison, worldwide financial losses have been estimated to be around $15 billion. On the other hand, CrowdStrike's quick and transparent reflexes, supplemented by a robust post-incident strategy, prove that the company can indeed bounce back from an unprecedented mistake.Further, CrowdStrike's proactive work engaging regulators and affected parties to participate in remediation efforts demonstrates a commitment to solving the problem. This minimizes long-term financial impact and may establish a strong base for future negotiations and settlements. The US Cybersecurity and Infrastructure Security Agency warned that malicious activities continued by taking advantage of the outage.The recent outage caused by CrowdStrike's software update has raised concerns about customer retention. While some customers may explore alternative solutions, the company's rapid response and commitment to improving its systems can help mitigate long-term customer attrition.Finally, analysts predict that around 5% of CrowdStrike's customer base might consider switching to competitors. However, CrowdStrike's market-leading position and difficulty immediately cutting ties due to existing contracts suggest that the overall impact might be contained.How CrowdStrike's Response to Challenges Fortifies Its Market LeadershipWhile some customers may seek a different relationship with CrowdStrike, the company's comprehensive response plan will likely provide existing clients with additional reassurance and contingency plans. Furthermore, the increasing demand for cybersecurity in critical sectors will continue to drive the need for cutting-edge solutions like those offered by CrowdStrike.Ultimately, the incident may strengthen the company's market position regarding its ability to adapt and improve services. While certain challenges arise from the recent outage, CrowdStrike's proactive measures, strong market position, and commitment to innovation set a positive tone for recovery and growth. The investors shall consider the company's resilience and strategic adjustments while judging the prospect of this firm in the future.According to CrowdStrike's latest 10-K filing, the company has maintained a very diversified customer base; hence, it carries low customer concentration risk, enhancing its position to sustain any potential upcoming losses. Specifically, no one customer or channel partner accounted for 10% or more of the company's consolidated revenue or accounts receivable in either of the fiscal years ending January 31, 2024. Lastly, CrowdStrike controls 17.7% of the endpoint protection market, surpassing Microsoft's 16.4%. Even if the company experiences some market share loss, the impact will be minimal due to the relatively high switching costs that deter customers from changing providers.CrowdStrikeTakeawayCrowdStrike's recent incident, identified as a low-level bug rather than a breach, underscores the difference between a recoverable setback and a catastrophic event. The company is expected to survive despite losing some ground to competitors like SentinelOne. The key to maintaining its position will be improving quality assurance processes, reinforcing customer trust through transparent communication, and highlighting its robust response to glitches. Investing in marketing to reshape public perception and continuing to innovate its Falcon platform will also be crucial.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324252131053576,"gmtCreate":1720192470039,"gmtModify":1720192592100,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDL 20240705 61.0 CALL\">$NVDL 20240705 61.0 CALL$</a>[Wow]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NVDL 20240705 61.0 CALL\">$NVDL 20240705 61.0 CALL$</a>[Wow]&nbsp;&nbsp;","text":"$NVDL 20240705 61.0 CALL$[Wow]","images":[{"img":"https://community-static.tradeup.com/news/60ca4da3359c5cbafe34aa6a09b9e56f","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324252131053576","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":322298496491712,"gmtCreate":1719716523050,"gmtModify":1719717890212,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"Sell before the announcement ?","listText":"Sell before the announcement ?","text":"Sell before the announcement ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/322298496491712","repostId":"1119622885","repostType":2,"repost":{"id":"1119622885","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1719703930,"share":"https://ttm.financial/m/news/1119622885?lang=&edition=fundamental","pubTime":"2024-06-30 07:32","market":"us","language":"en","title":"Weekly Hottest Sector | Tesla Rises 8% Ahead of Crucial Q2 Deliveries; Rivian Reports a Weekly Gain of 30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1119622885","media":"Tiger Newspress","summary":"Electric-vehicle shares finished the week on a mixed note, with market leader $Tesla$ rising over 8% ahead of crucial Q2 deliveries. Shares of $Rivian$ reported a weekly gain of 30% after the company announced a joint venture partnership with German legacy automaker Volkswagen AG.Here are the key events that happened in the EV space during the week:Can Tesla Clear Lowered Bar?","content":"<html><head></head><body><p>Electric-vehicle shares finished the week on a mixed note, with market leader <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> rising over 8% ahead of crucial Q2 deliveries. Shares of <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> reported a weekly gain of 30% after the company announced a joint venture partnership with German legacy automaker Volkswagen AG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab7e55009363bca056a85386705c99a6\" tg-width=\"658\" tg-height=\"396\"/></p><p style=\"text-align: start;\">Here are the key events that happened in the EV space during the week:</p><p style=\"text-align: start;\"><strong>Can Tesla Clear Lowered Bar?</strong> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> investors will be on pins and needles, as the company prepares to release its second-quarter deliveries, most likely on Tuesday. Future Fund’s Gary Black said he sees a decent chance of upside surprise given the muted expectations. He noted that the consensus calls for a 6% year-over-year decline in deliveries to 440,000 units, while whisper numbers are around 420,000 units.</p><p>The fund manager attributed his positive expectations to recently strong weekly registrations data in China and the last two days of the quarter being over the weekend, which offer an opportunity to pull in deliveries.</p><p>RBC Capital Markets analysts this week reduced their deliveries estimate from 533,000 units to 410,000 units, basing their prediction on the analysis of vehicle registration data and Tesla app downloads. Wedbush’s Daniel Ives believes the company may have seen a “mini rebound” in 2Q which should help it come close to the Street’s estimate. The focus going forward will likely be on a second-half unit recovery, price stabilization, China growth, and a “historic Robotaxi Day” scheduled for Aug. 8.</p><p><strong>Rivian Stock Takes Off On Financing Deal: </strong>Shares of <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> reported a weekly gain of 30% after the company announced a joint venture partnership with German legacy automaker Volkswagen AG. The German company has agreed to infuse up to $5 billion cash into the cash-strapped Irvine, California-based EV startup. Analysts scrambled to raise their price targets for the stock following the deal.</p><p style=\"text-align: start;\">Rivian also held its 2024 Investor Day, during which it reaffirmed its guidance for a positive gross profit in the fourth quarter and a production of 57,000 units. The company also preannounced second-quarter deliveries of 13,000-13,300 units.</p><p><strong>Nikola Delivers To Walmart Canada: </strong>Close on the heels of <a href=\"https://laohu8.com/S/NKLA\">Nikola</a> giving effect to a reverse-stock split, the company announced that Walmart Canada became the first major retailer in Canada to deploy its hydrogen fuel-cell electric semi-truck.The Class 8 tractor has a range of about 800 kilometers and, on average, can avoid 97 metric tons of CO2 tailpipe emissions annually, Nikola said. A Reuters report said Tesla’s loss may be Nikola’s gain, as the Elon Musk-led company is finding it difficult to ramp up production of its Tesla Semis to meet demands of customers such as PepsiCo. and Walmart.</p><p style=\"text-align: start;\"><strong>BYD’s Uzbekistan Plant Now Operational: Warren Buffett</strong>-backed Chinese EV startup <a href=\"https://laohu8.com/S/BYDDY\">BYD Co. Ltd.</a> has begun manufacturing at its plant in Uzbekistan, having rolled the first mass-produced vehicles off the production line, CnEVPost reported, citing a Weibo post by the company. The company will reportedly produce the plug-in hybrid models Song Plus DM-i and Chazor DM-i rom at the factory, which will have an estimated annual capacity of 50,000 units.</p><p style=\"text-align: start;\">Separately Buffett’s Berkshire continued its profit taking in BYD shares, having taken down its stake below 6% this week.</p><p style=\"text-align: start;\"><strong>Ford’s $30k EV Plan:</strong> A low-cost EV at a sub-$30,000 price point could be coming out from <a href=\"https://laohu8.com/S/F\">Ford Motor</a>’s stable in about two-and-a-half years, CEO Jim Farley said at the Aspen Ideas Festival, CNBCreported.The vehicle is reportedly being developed by a Ford “skunkworks” team.</p><p style=\"text-align: start;\">“You have to make a radical change as an [automaker] to get to a profitable EV. The first thing we have to do is really put all of our capital toward smaller, more affordable EVs,” Farley said in an interview. “That&#39;s the duty cycle that we&#39;ve now found that really matches. These big, huge, enormous EVs, they&#39;re never going to make money. The battery is $50,000. … The batteries will never be affordable.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Weekly Hottest Sector | Tesla Rises 8% Ahead of Crucial Q2 Deliveries; Rivian Reports a Weekly Gain of 30% </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\">\nWeekly Hottest Sector | Tesla Rises 8% Ahead of Crucial Q2 Deliveries; Rivian Reports a Weekly Gain of 30% \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-06-30 07:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Electric-vehicle shares finished the week on a mixed note, with market leader <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> rising over 8% ahead of crucial Q2 deliveries. Shares of <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> reported a weekly gain of 30% after the company announced a joint venture partnership with German legacy automaker Volkswagen AG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab7e55009363bca056a85386705c99a6\" tg-width=\"658\" tg-height=\"396\"/></p><p style=\"text-align: start;\">Here are the key events that happened in the EV space during the week:</p><p style=\"text-align: start;\"><strong>Can Tesla Clear Lowered Bar?</strong> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> investors will be on pins and needles, as the company prepares to release its second-quarter deliveries, most likely on Tuesday. Future Fund’s Gary Black said he sees a decent chance of upside surprise given the muted expectations. He noted that the consensus calls for a 6% year-over-year decline in deliveries to 440,000 units, while whisper numbers are around 420,000 units.</p><p>The fund manager attributed his positive expectations to recently strong weekly registrations data in China and the last two days of the quarter being over the weekend, which offer an opportunity to pull in deliveries.</p><p>RBC Capital Markets analysts this week reduced their deliveries estimate from 533,000 units to 410,000 units, basing their prediction on the analysis of vehicle registration data and Tesla app downloads. Wedbush’s Daniel Ives believes the company may have seen a “mini rebound” in 2Q which should help it come close to the Street’s estimate. The focus going forward will likely be on a second-half unit recovery, price stabilization, China growth, and a “historic Robotaxi Day” scheduled for Aug. 8.</p><p><strong>Rivian Stock Takes Off On Financing Deal: </strong>Shares of <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> reported a weekly gain of 30% after the company announced a joint venture partnership with German legacy automaker Volkswagen AG. The German company has agreed to infuse up to $5 billion cash into the cash-strapped Irvine, California-based EV startup. Analysts scrambled to raise their price targets for the stock following the deal.</p><p style=\"text-align: start;\">Rivian also held its 2024 Investor Day, during which it reaffirmed its guidance for a positive gross profit in the fourth quarter and a production of 57,000 units. The company also preannounced second-quarter deliveries of 13,000-13,300 units.</p><p><strong>Nikola Delivers To Walmart Canada: </strong>Close on the heels of <a href=\"https://laohu8.com/S/NKLA\">Nikola</a> giving effect to a reverse-stock split, the company announced that Walmart Canada became the first major retailer in Canada to deploy its hydrogen fuel-cell electric semi-truck.The Class 8 tractor has a range of about 800 kilometers and, on average, can avoid 97 metric tons of CO2 tailpipe emissions annually, Nikola said. A Reuters report said Tesla’s loss may be Nikola’s gain, as the Elon Musk-led company is finding it difficult to ramp up production of its Tesla Semis to meet demands of customers such as PepsiCo. and Walmart.</p><p style=\"text-align: start;\"><strong>BYD’s Uzbekistan Plant Now Operational: Warren Buffett</strong>-backed Chinese EV startup <a href=\"https://laohu8.com/S/BYDDY\">BYD Co. Ltd.</a> has begun manufacturing at its plant in Uzbekistan, having rolled the first mass-produced vehicles off the production line, CnEVPost reported, citing a Weibo post by the company. The company will reportedly produce the plug-in hybrid models Song Plus DM-i and Chazor DM-i rom at the factory, which will have an estimated annual capacity of 50,000 units.</p><p style=\"text-align: start;\">Separately Buffett’s Berkshire continued its profit taking in BYD shares, having taken down its stake below 6% this week.</p><p style=\"text-align: start;\"><strong>Ford’s $30k EV Plan:</strong> A low-cost EV at a sub-$30,000 price point could be coming out from <a href=\"https://laohu8.com/S/F\">Ford Motor</a>’s stable in about two-and-a-half years, CEO Jim Farley said at the Aspen Ideas Festival, CNBCreported.The vehicle is reportedly being developed by a Ford “skunkworks” team.</p><p style=\"text-align: start;\">“You have to make a radical change as an [automaker] to get to a profitable EV. The first thing we have to do is really put all of our capital toward smaller, more affordable EVs,” Farley said in an interview. “That&#39;s the duty cycle that we&#39;ve now found that really matches. These big, huge, enormous EVs, they&#39;re never going to make money. The battery is $50,000. … The batteries will never be affordable.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","TSLA":"特斯拉","NKLA":"Nikola Corporation","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119622885","content_text":"Electric-vehicle shares finished the week on a mixed note, with market leader Tesla rising over 8% ahead of crucial Q2 deliveries. Shares of Rivian reported a weekly gain of 30% after the company announced a joint venture partnership with German legacy automaker Volkswagen AG.Here are the key events that happened in the EV space during the week:Can Tesla Clear Lowered Bar? Tesla investors will be on pins and needles, as the company prepares to release its second-quarter deliveries, most likely on Tuesday. Future Fund’s Gary Black said he sees a decent chance of upside surprise given the muted expectations. He noted that the consensus calls for a 6% year-over-year decline in deliveries to 440,000 units, while whisper numbers are around 420,000 units.The fund manager attributed his positive expectations to recently strong weekly registrations data in China and the last two days of the quarter being over the weekend, which offer an opportunity to pull in deliveries.RBC Capital Markets analysts this week reduced their deliveries estimate from 533,000 units to 410,000 units, basing their prediction on the analysis of vehicle registration data and Tesla app downloads. Wedbush’s Daniel Ives believes the company may have seen a “mini rebound” in 2Q which should help it come close to the Street’s estimate. The focus going forward will likely be on a second-half unit recovery, price stabilization, China growth, and a “historic Robotaxi Day” scheduled for Aug. 8.Rivian Stock Takes Off On Financing Deal: Shares of Rivian reported a weekly gain of 30% after the company announced a joint venture partnership with German legacy automaker Volkswagen AG. The German company has agreed to infuse up to $5 billion cash into the cash-strapped Irvine, California-based EV startup. Analysts scrambled to raise their price targets for the stock following the deal.Rivian also held its 2024 Investor Day, during which it reaffirmed its guidance for a positive gross profit in the fourth quarter and a production of 57,000 units. The company also preannounced second-quarter deliveries of 13,000-13,300 units.Nikola Delivers To Walmart Canada: Close on the heels of Nikola giving effect to a reverse-stock split, the company announced that Walmart Canada became the first major retailer in Canada to deploy its hydrogen fuel-cell electric semi-truck.The Class 8 tractor has a range of about 800 kilometers and, on average, can avoid 97 metric tons of CO2 tailpipe emissions annually, Nikola said. A Reuters report said Tesla’s loss may be Nikola’s gain, as the Elon Musk-led company is finding it difficult to ramp up production of its Tesla Semis to meet demands of customers such as PepsiCo. and Walmart.BYD’s Uzbekistan Plant Now Operational: Warren Buffett-backed Chinese EV startup BYD Co. Ltd. has begun manufacturing at its plant in Uzbekistan, having rolled the first mass-produced vehicles off the production line, CnEVPost reported, citing a Weibo post by the company. The company will reportedly produce the plug-in hybrid models Song Plus DM-i and Chazor DM-i rom at the factory, which will have an estimated annual capacity of 50,000 units.Separately Buffett’s Berkshire continued its profit taking in BYD shares, having taken down its stake below 6% this week.Ford’s $30k EV Plan: A low-cost EV at a sub-$30,000 price point could be coming out from Ford Motor’s stable in about two-and-a-half years, CEO Jim Farley said at the Aspen Ideas Festival, CNBCreported.The vehicle is reportedly being developed by a Ford “skunkworks” team.“You have to make a radical change as an [automaker] to get to a profitable EV. The first thing we have to do is really put all of our capital toward smaller, more affordable EVs,” Farley said in an interview. “That's the duty cycle that we've now found that really matches. These big, huge, enormous EVs, they're never going to make money. The battery is $50,000. … The batteries will never be affordable.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf30","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":9,"crmLevelSwitch":1,"idStr":"3576140222331577","authorIdStr":"3576140222331577"},"content":"If you have profit, or even if you are not fully convinced, always good to be safe.","text":"If you have profit, or even if you are not fully convinced, always good to be safe.","html":"If you have profit, or even if you are not fully convinced, always good to be safe."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312113321521416,"gmtCreate":1717225277334,"gmtModify":1717233308998,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"GME was never known for its fundamental.&nbsp;","listText":"GME was never known for its fundamental.&nbsp;","text":"GME was never known for its fundamental.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312113321521416","repostId":"2439154489","repostType":2,"repost":{"id":"2439154489","kind":"highlight","pubTimestamp":1717224410,"share":"https://ttm.financial/m/news/2439154489?lang=&edition=fundamental","pubTime":"2024-06-01 14:46","market":"sh","language":"en","title":"GameStop Stock: No Fundamentals Behind The Recent Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2439154489","media":"seekingalpha","summary":"Let me explain here. GameStop's fundamentals First, let us talk about the company's earnings results recorded since my last coverage. Overall, we can safely say that the company's results have improved since then. This is both true of its quarterly sales and net income. The data is given in USD millions. GameStop's quarterly revenues and net income   Seeking Alpha   Prepared by the author based on Seeking Alpha's data   Prepared by the author based on Seeking Alpha's dataHowever, if we look at the company's annual sales and net profit histories, we can see that the revenues reported in February 2024 have declined somewhat compared to the same period a year ago. The data is given in USD millions.         January 2023 February 2024   Revenues 5927,2 5272,8   Net inco","content":"<html><head></head><body><ul style=\"\"><li><p>GameStop stock has rallied but its fundamentals remain poor.</p></li><li><p>The recent rally was driven by market speculation, not fundamental factors.</p></li><li><p>GameStop&#39;s sales have been declining and its profitability metrics are low.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/27fb32e4d0ad6e4030f25a753936fdcf\" tg-width=\"750\" tg-height=\"500\"/></p><p>jetcityimage</p><p>GameStop (NYSE:GME) stock has rallied incredibly the past month. The company&#39;s fundamentals, however, are as poor as they used to be a month ago. This is an update of my earlier work on GameStop following GME stock&#39;s miraculous rally. I will explain why buying the stock immediately after this rally would be pure speculation and why the company&#39;s stock fundamentals are poor.</p><h2 id=\"id_2879136696\">Recap of my previous GME analysis</h2><p>In my previous analysis, I covered GameStop&#39;s earnings. The analysis was published on 7 September 2023 and covered 2Q 2023 earnings. At the time, GameStop&#39;s quarterly earnings showed a decrease in net loss and a slight fall in revenues. I also pointed to the company&#39;s poor sales and profit histories. GME stock was not undervalued at the time and carried substantial downside risks. At the time, I also said there was potential for strategic changes or market speculation. No strategic changes have happened to the business so far. However, the recent market speculation had absolutely no fundamental factors behind it. Right now, the stock price is off its highs. And it is quite close to the levels seen when my September article about GameStop was published. One GME share was worth $18.89.</p><h2 id=\"id_3651835170\">GME rally</h2><p>GameStop (GME) skyrocketed from less than $15 per share to $50 a share, reaching levels unseen since August 2022. The stock price surged after Keith Gill, the trader at the center of the meme-stock craze, made a post in social media.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/023afa5e44a90363f74512aab2e06b9b\" tg-width=\"635\" tg-height=\"424\"/></p><p>Data by YCharts</p><p>GameStop’s (GME) share price had surged almost threefold from the end of April through mid-May.</p><p>Shares of the video-game seller soared after Keith Gill&#39;s TheRoaringKitty account tweeted for the first time in almost three years. About three years ago, Gill posted an analysis of GameStop as an undervalued company. This post was said to provoke GameStop’s (GME) rally and also a massive short-squeeze, making hedge funds record losses in January 2021.</p><p>But what has happened to the company itself, not its stock, since my last coverage? Let me explain here.</p><h2 id=\"id_155227382\">GameStop&#39;s fundamentals</h2><p>First, let us talk about the company&#39;s earnings results recorded since my last coverage.</p><p>Overall, we can safely say that the company&#39;s results have improved since then. This is both true of its quarterly sales and net income.</p><p>The data is given in USD millions.</p><p><strong>GameStop&#39;s quarterly revenues and net income</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/85081c0a750c62d6d12ec454734e07de\" tg-width=\"640\" tg-height=\"103\"/></p><p>Seeking Alpha</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/44e6fdb0febf6082761500b47264ece3\" tg-width=\"640\" tg-height=\"385\"/></p><p>Prepared by the author based on Seeking Alpha&#39;s data</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c8bab6a6daf56c8b119cb761767c00c4\" tg-width=\"612\" tg-height=\"343\"/></p><p>Prepared by the author based on Seeking Alpha&#39;s data</p><p>However, if we look at the company&#39;s annual sales and net profit histories, we can see that the revenues reported in February 2024 have declined somewhat compared to the same period a year ago.</p><p>The data is given in USD millions.</p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p>January 2023</p></td><td style=\"text-align:left;\"><p>February 2024</p></td></tr><tr><td style=\"text-align:left;\"><p>Revenues</p></td><td style=\"text-align:left;\"><p>5927,2</p></td><td style=\"text-align:left;\"><p>5272,8</p></td></tr><tr><td style=\"text-align:left;\"><p>Net income</p></td><td style=\"text-align:left;\"><p>-313,1</p></td><td style=\"text-align:left;\"><p>6,7</p></td></tr></tbody></table><p><em>Source: Prepared by the author based on Seeking Alpha&#39;s data</em></p><p>At the same time, the net loss has declined over the same period. In fact, the company even managed to record a positive net result of $6.7 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bcf8aa48783d10b757981e50cd3dedeb\" tg-width=\"531\" tg-height=\"334\"/></p><p>Prepared by the author based on Seeking Alpha&#39;s data</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d7ea0c38b7663d7ed8618866e207503\" tg-width=\"640\" tg-height=\"385\"/></p><p>Prepared by the author based on Seeking Alpha&#39;s data</p><p>This means that the company&#39;s efficiency has increased. But how did GameStop&#39;s management achieve this?</p><p>Well, as we can see from an excerpt from GME&#39;s income statement below, the cost of sales has decreased. The cost of sales is normally the direct cost associated with the goods sold. But most of the cost decline was due to a plunge in the company&#39;s general and administrative costs.</p><p>The declining cost of sales, as well as lower general and administrative costs, can be attributed to the company closing a substantial number of its stores.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b65d2f97118facec05c1668e5ac3d43\" tg-width=\"640\" tg-height=\"555\"/></p><p>Seeking Alpha</p><p>GameStop ended 2023 with 2,915 operational locations in the US, a decline of 34 stores compared to the 2,949 it had operated a year earlier. As concerns to its operations abroad, GME shut down 210 international stores, decreasing their count from 1,464 to 1,254. The closure of unprofitable stores, however, did not only lead to a drop in costs but also to a decrease in sales revenues.</p><p>For the 4Q 2023 fiscal year, GameStop reported sales of $1.79 billion. This was a drop of 19.4% versus $2.23 billion for the same period of the 2022 fiscal year. This weakness, however, affected all of GameStop&#39;s departments. Hardware and accessories sales, for example, decreased from $1.24 billion to $1.09 billion. Software sales dropped even more, declining by 30.6% from $670.4 million to $465.3 million. Collectibles sales, meanwhile, decreased from $313.2 million to $233.7 million.</p><p>The most worrying fact is that the 4Q of 2023 included the holiday season, when many people rushed to buy Christmas presents. Video games sales should have also increased during this time period. So, this should have pushed GameStop&#39;s revenues up rather than down.</p><p>Interestingly, total video game sales in the US reached $57.2 billion in 2023, a rise from $56.6 billion in 2022. Video game content spending increased to $48.0 billion in 2023 compared to $47.5 billion for the previous year, thanks to a 13% rise in digital download spending across console platforms and an 11% rise in digital premium download segments on PC, cloud and non-console VR platforms. Hardware sales remained almost unchanged at $6.6 billion, and accessory sales increased by 4% ($2.6 billion versus $2.5 billion). But GameStop&#39;s sales have decreased for the same time period, despite the fact the industry did well, which should be worrying for GameStop&#39;s investors.</p><h2 id=\"id_1914250565\">GameStop&#39;s financial fundamentals</h2><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>Indicator’s name</p></td><td style=\"text-align:left;\"><p>GameStop’s indicator</p></td><td style=\"text-align:left;\"><p>Average indicator for the US (based on FullRatio&#39;s data)</p></td></tr><tr><td style=\"text-align:left;\"><p>Current ratio</p></td><td style=\"text-align:left;\"><p>2,11</p></td><td style=\"text-align:left;\"><p>1,5 - 3,0</p></td></tr><tr><td style=\"text-align:left;\"><p>Debt/equity ratio</p></td><td style=\"text-align:left;\"><p>1,02</p></td><td style=\"text-align:left;\"><p>0,8</p></td></tr><tr><td style=\"text-align:left;\"><p>ROE</p></td><td style=\"text-align:left;\"><p>0,5%</p></td><td style=\"text-align:left;\"><p>13,84%</p></td></tr><tr><td style=\"text-align:left;\"><p>Cash flow from operations/Total debt</p></td><td style=\"text-align:left;\"><p>(0,15)</p></td><td style=\"text-align:left;\"><p>1 or above</p></td></tr></tbody></table><p><em>Source: Prepared by the author based on Seeking Alpha&#39;s and FullRatio&#39;s data</em></p><p>Overall, we can say that most of GameStop&#39;s key financial indicators are in line with US averages. Moreover, GameStop&#39;s net debt (total liabilities—cash and equivalents) is just $448.7 million, quite low for a company with annual sales of $5272.8 million. As many contributors here on Seeking Alpha pointed out, the company has ample amounts of cash. According to the last annual report, its cash and cash equivalents were $921.7 million, quite reasonable but a decline from $1271 million in 2021 and $1139 million in 2022.</p><p>The most problematic indicators of GME are its profitability metrics, including its return on equity (ROE), which is extremely low thanks to GME&#39;s net profit of $6.7 million. Its cash flow from operations was also low. As I have mentioned above, that is because of the company&#39;s falling sales. Even the cost cuts did not help.</p><h2 id=\"id_2494087135\">GME valuations</h2><p>GameStop is not undervalued right now, either.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79295f171891fe4c50db0a429df91725\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><p>Obviously, the profitability margins signal just that. For example, GME&#39;s price-to-earnings (P/E) ratio is extremely high. However, this is explainable because GME has recorded its first profit, albeit very low, in several years&#39; time.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6513b3b9905e2bb6ca0890e853f4f6d3\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><p>But other metrics, including the EV-to-EBITDA and price-to-free cash flow ratios, signal just that. Some businesses face high depreciation and amortization expenses. Some businesses are forced to service very high levels of debt. That is why such companies have low or even negative profit margins. But this is not the case with GME. It simply does not get enough money from sales. So, its EBITDA and free cash flows are also low.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/44da11169e8daa2226564533b2e1d439\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><p>Finally, GameStop&#39;s price-to-book (P/B) ratio is quite high as well. The average P/B of S&amp;P 500 companies is equivalent to 4,312. Among the S&amp;P 500 companies are overvalued high-tech corporations and very profitable businesses. So, it is a high indicator for a company like GameStop.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/28b978fd8291cddbdcd7b09b6f0f501b\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><p>Although GME is trading below the levels seen a month or so ago, the stock is still not undervalued according to the key valuation ratios.</p><h2 id=\"id_2386966737\">Risks to my thesis</h2><p>I do not personally see many objective reasons for the stock&#39;s justified rally. Of course, there is a <em>possibility</em> for the management to structurally reform the business. However, GameStop has been recording falling sales for many years already. And there was time for the management to change this brick-and-mortar game seller to a more innovative company. But not much has been done, indeed.</p><p>On the positive side, I can add that the company got &#34;leaner and fitter&#34; by cutting the cost of sales and general and administrative costs. GME also has a lot of cash and quite a low net debt. But the company&#39;s sales have been falling for a while. So, the positive effect was quite limited. If the sales keep falling further, the cash reserves will eventually be over.</p><p>The biggest bullish factor for GME is market speculation, something that happened a month ago or in January 2021. However, such a speculative stock price surge is impossible to predict.</p><h2 id=\"id_2499721499\">Conclusion</h2><p>Although GameStop has managed to cut its costs, its sales are not doing well. In spite of the not-so-easy situation for the business, the company&#39;s stock is quite expensive, according to the ratio analysis. The effect from the recent rally is not quite over. It is possible that the stock will eventually surge in value. But I do not personally see many fundamental reasons for the stock&#39;s appreciation. My rating remains unchanged. It is &#34;Hold&#39;.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop Stock: No Fundamentals Behind The Recent Rally</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\">\nGameStop Stock: No Fundamentals Behind The Recent Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-01 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4696739-gamestop-stock-no-fundamentals-behind-the-recent-rally><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop stock has rallied but its fundamentals remain poor.The recent rally was driven by market speculation, not fundamental factors.GameStop's sales have been declining and its profitability ...</p>\n\n<a href=\"https://seekingalpha.com/article/4696739-gamestop-stock-no-fundamentals-behind-the-recent-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4076":"电脑与电子产品零售","GME":"游戏驿站","BK4577":"网络游戏"},"source_url":"https://seekingalpha.com/article/4696739-gamestop-stock-no-fundamentals-behind-the-recent-rally","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2439154489","content_text":"GameStop stock has rallied but its fundamentals remain poor.The recent rally was driven by market speculation, not fundamental factors.GameStop's sales have been declining and its profitability metrics are low.jetcityimageGameStop (NYSE:GME) stock has rallied incredibly the past month. The company's fundamentals, however, are as poor as they used to be a month ago. This is an update of my earlier work on GameStop following GME stock's miraculous rally. I will explain why buying the stock immediately after this rally would be pure speculation and why the company's stock fundamentals are poor.Recap of my previous GME analysisIn my previous analysis, I covered GameStop's earnings. The analysis was published on 7 September 2023 and covered 2Q 2023 earnings. At the time, GameStop's quarterly earnings showed a decrease in net loss and a slight fall in revenues. I also pointed to the company's poor sales and profit histories. GME stock was not undervalued at the time and carried substantial downside risks. At the time, I also said there was potential for strategic changes or market speculation. No strategic changes have happened to the business so far. However, the recent market speculation had absolutely no fundamental factors behind it. Right now, the stock price is off its highs. And it is quite close to the levels seen when my September article about GameStop was published. One GME share was worth $18.89.GME rallyGameStop (GME) skyrocketed from less than $15 per share to $50 a share, reaching levels unseen since August 2022. The stock price surged after Keith Gill, the trader at the center of the meme-stock craze, made a post in social media.Data by YChartsGameStop’s (GME) share price had surged almost threefold from the end of April through mid-May.Shares of the video-game seller soared after Keith Gill's TheRoaringKitty account tweeted for the first time in almost three years. About three years ago, Gill posted an analysis of GameStop as an undervalued company. This post was said to provoke GameStop’s (GME) rally and also a massive short-squeeze, making hedge funds record losses in January 2021.But what has happened to the company itself, not its stock, since my last coverage? Let me explain here.GameStop's fundamentalsFirst, let us talk about the company's earnings results recorded since my last coverage.Overall, we can safely say that the company's results have improved since then. This is both true of its quarterly sales and net income.The data is given in USD millions.GameStop's quarterly revenues and net incomeSeeking AlphaPrepared by the author based on Seeking Alpha's dataPrepared by the author based on Seeking Alpha's dataHowever, if we look at the company's annual sales and net profit histories, we can see that the revenues reported in February 2024 have declined somewhat compared to the same period a year ago.The data is given in USD millions.January 2023February 2024Revenues5927,25272,8Net income-313,16,7Source: Prepared by the author based on Seeking Alpha's dataAt the same time, the net loss has declined over the same period. In fact, the company even managed to record a positive net result of $6.7 million.Prepared by the author based on Seeking Alpha's dataPrepared by the author based on Seeking Alpha's dataThis means that the company's efficiency has increased. But how did GameStop's management achieve this?Well, as we can see from an excerpt from GME's income statement below, the cost of sales has decreased. The cost of sales is normally the direct cost associated with the goods sold. But most of the cost decline was due to a plunge in the company's general and administrative costs.The declining cost of sales, as well as lower general and administrative costs, can be attributed to the company closing a substantial number of its stores.Seeking AlphaGameStop ended 2023 with 2,915 operational locations in the US, a decline of 34 stores compared to the 2,949 it had operated a year earlier. As concerns to its operations abroad, GME shut down 210 international stores, decreasing their count from 1,464 to 1,254. The closure of unprofitable stores, however, did not only lead to a drop in costs but also to a decrease in sales revenues.For the 4Q 2023 fiscal year, GameStop reported sales of $1.79 billion. This was a drop of 19.4% versus $2.23 billion for the same period of the 2022 fiscal year. This weakness, however, affected all of GameStop's departments. Hardware and accessories sales, for example, decreased from $1.24 billion to $1.09 billion. Software sales dropped even more, declining by 30.6% from $670.4 million to $465.3 million. Collectibles sales, meanwhile, decreased from $313.2 million to $233.7 million.The most worrying fact is that the 4Q of 2023 included the holiday season, when many people rushed to buy Christmas presents. Video games sales should have also increased during this time period. So, this should have pushed GameStop's revenues up rather than down.Interestingly, total video game sales in the US reached $57.2 billion in 2023, a rise from $56.6 billion in 2022. Video game content spending increased to $48.0 billion in 2023 compared to $47.5 billion for the previous year, thanks to a 13% rise in digital download spending across console platforms and an 11% rise in digital premium download segments on PC, cloud and non-console VR platforms. Hardware sales remained almost unchanged at $6.6 billion, and accessory sales increased by 4% ($2.6 billion versus $2.5 billion). But GameStop's sales have decreased for the same time period, despite the fact the industry did well, which should be worrying for GameStop's investors.GameStop's financial fundamentalsIndicator’s nameGameStop’s indicatorAverage indicator for the US (based on FullRatio's data)Current ratio2,111,5 - 3,0Debt/equity ratio1,020,8ROE0,5%13,84%Cash flow from operations/Total debt(0,15)1 or aboveSource: Prepared by the author based on Seeking Alpha's and FullRatio's dataOverall, we can say that most of GameStop's key financial indicators are in line with US averages. Moreover, GameStop's net debt (total liabilities—cash and equivalents) is just $448.7 million, quite low for a company with annual sales of $5272.8 million. As many contributors here on Seeking Alpha pointed out, the company has ample amounts of cash. According to the last annual report, its cash and cash equivalents were $921.7 million, quite reasonable but a decline from $1271 million in 2021 and $1139 million in 2022.The most problematic indicators of GME are its profitability metrics, including its return on equity (ROE), which is extremely low thanks to GME's net profit of $6.7 million. Its cash flow from operations was also low. As I have mentioned above, that is because of the company's falling sales. Even the cost cuts did not help.GME valuationsGameStop is not undervalued right now, either.Data by YChartsObviously, the profitability margins signal just that. For example, GME's price-to-earnings (P/E) ratio is extremely high. However, this is explainable because GME has recorded its first profit, albeit very low, in several years' time.Data by YChartsBut other metrics, including the EV-to-EBITDA and price-to-free cash flow ratios, signal just that. Some businesses face high depreciation and amortization expenses. Some businesses are forced to service very high levels of debt. That is why such companies have low or even negative profit margins. But this is not the case with GME. It simply does not get enough money from sales. So, its EBITDA and free cash flows are also low.Data by YChartsFinally, GameStop's price-to-book (P/B) ratio is quite high as well. The average P/B of S&P 500 companies is equivalent to 4,312. Among the S&P 500 companies are overvalued high-tech corporations and very profitable businesses. So, it is a high indicator for a company like GameStop.Data by YChartsAlthough GME is trading below the levels seen a month or so ago, the stock is still not undervalued according to the key valuation ratios.Risks to my thesisI do not personally see many objective reasons for the stock's justified rally. Of course, there is a possibility for the management to structurally reform the business. However, GameStop has been recording falling sales for many years already. And there was time for the management to change this brick-and-mortar game seller to a more innovative company. But not much has been done, indeed.On the positive side, I can add that the company got \"leaner and fitter\" by cutting the cost of sales and general and administrative costs. GME also has a lot of cash and quite a low net debt. But the company's sales have been falling for a while. So, the positive effect was quite limited. If the sales keep falling further, the cash reserves will eventually be over.The biggest bullish factor for GME is market speculation, something that happened a month ago or in January 2021. However, such a speculative stock price surge is impossible to predict.ConclusionAlthough GameStop has managed to cut its costs, its sales are not doing well. In spite of the not-so-easy situation for the business, the company's stock is quite expensive, according to the ratio analysis. The effect from the recent rally is not quite over. It is possible that the stock will eventually surge in value. But I do not personally see many fundamental reasons for the stock's appreciation. My rating remains unchanged. It is \"Hold'.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":322298496491712,"gmtCreate":1719716523050,"gmtModify":1719717890212,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"Sell before the announcement ?","listText":"Sell before the announcement ?","text":"Sell before the announcement ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/322298496491712","repostId":"1119622885","repostType":2,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf30","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":9,"crmLevelSwitch":1,"idStr":"3576140222331577","authorIdStr":"3576140222331577"},"content":"If you have profit, or even if you are not fully convinced, always good to be safe.","text":"If you have profit, or even if you are not fully convinced, always good to be safe.","html":"If you have profit, or even if you are not fully convinced, always good to be safe."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340157086523624,"gmtCreate":1724077206684,"gmtModify":1724077211856,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"No basis talk","listText":"No basis talk","text":"No basis talk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340157086523624","repostId":"1124376792","repostType":2,"repost":{"id":"1124376792","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1724075679,"share":"https://ttm.financial/m/news/1124376792?lang=&edition=fundamental","pubTime":"2024-08-19 21:54","market":"us","language":"en","title":"Fed Is Predicted to Deliver Three Quarter-Point Rate Cuts This Year: Reuters Poll","url":"https://stock-news.laohu8.com/highlight/detail?id=1124376792","media":"Reuters","summary":"(Reuters) - The U.S. Federal Reserve will cut interest rates by 25 basis points at each of the remaining three meetings of 2024, one more reduction than predicted last month, according to a slim major","content":"<html><head></head><body><p>(Reuters) - The U.S. Federal Reserve will cut interest rates by 25 basis points at each of the remaining three meetings of 2024, one more reduction than predicted last month, according to a slim majority of economists polled by Reuters who said a recession is unlikely.</p><p>The change in Fed rate cut calls follows a weaker-than-expected July U.S. jobs report, which encouraged interest rate futures traders to price in as much as 120 basis points of reductions in 2024 earlier this month. That pricing has reduced to roughly 100 now.</p><p>Investors also said a violent, but brief market sell-off also was a driver of aggressive rate cut calls, related to the unwinding of large leveraged positions as a result of a sudden, sharp rise in the Japanese yen.</p><p>Although some Fed officials have hinted rate cuts are coming, most economists in the Aug. 14-19 Reuters poll were not expecting a rapid series of rate cuts. Recent data, including last week&#39;s strong retail sales report, suggests the economy is performing relatively well even as inflation recedes.</p><p>The U.S. central bank will cut the federal funds rate by 25 basis points in September, November and December taking the range to 4.50%-4.75% by end-2024, according to 54% of those polled, 55 of 101.</p><p>Markets, which were earlier betting on a half-percentage-point cut in September, are currently pricing around 70% probability of a quarter percentage point cut next month.</p><p>Over a third, 34 of those polled, predicted two rate cuts this year and one respondent forecast only one rate reduction. Eleven economists expected the Fed to cut rates by 100 basis points or more.</p><p>&#34;The basis for the cuts that we have is mostly because inflation is coming down. It&#39;s not so much that activity is slowing ... We see a pretty resilient economy that&#39;s growing near trend and with that, we think inflation only ebbs gradually,&#34; said Jonathan Millar, senior U.S. economist at Barclays.</p><p>&#34;The labor market is hanging in there just fine. It&#39;s gradually cooling, but we don&#39;t expect it to have really material weakening. The unemployment rate is maybe going to add another 10th or so from where it is. There&#39;s not really any reason for them (the Fed) to panic.&#34;</p><p>The unemployment rate is forecast at around the current 4.3% through 2026. Inflation is forecast to ease only slightly over the coming two years, according to median forecasts in the poll.</p><p>All measures of inflation polled - the Consumer Price Index, core CPI, personal consumption expenditures price index and core PCE - are expected to stay above 2% until at least 2026.</p><p>Despite recent easing, wage growth has remained above the 3.0%-3.5% range seen as consistent with the Fed&#39;s 2% inflation target.</p><p>The Fed was expected to deliver a 25 basis point cut each in the four quarters of 2025. Markets are currently pricing around 200 basis points of reductions by end-Q3 2025.</p><h3 id=\"id_2110986522\" style=\"text-align: start;\">RECESSION UNLIKELY</h3><p>The U.S. economy grew 2.8% annualized in the second quarter, much faster than the 2.0% expected by economists. Growth is seen in the poll as averaging 2.5% this year, faster than what Fed officials currently see as the non-inflationary growth rate of 1.8%.</p><p>Two thirds of common contributors upgraded their 2024 growth outlook from last month. The economy was predicted to grow 1.8% next year.</p><p>Economists in the poll broadly expect the economy to expand at around its trend growth rate at least until 2027. The median forecast from a smaller sample who provided a view showed the probability of a recession at just 30% - an outlook which has not changed much since the start of this year.</p><p>&#34;We&#39;re not convinced there&#39;s a downdraft in activity around the corner that&#39;s going to prompt large rate cuts from the Fed,&#34; said Michael Gapen, chief U.S. economist at Bank of America.</p><p>&#34;There&#39;s reason to believe the July employment report was adversely affected by weather and therefore was a false signal about the health of labor markets and the economy. We&#39;re counting on subsequent data validating that story.&#34;</p><p>Markets and economists will keep a close eye on Fed Chair Jerome Powell&#39;s remarks on the economic outlook on Friday, the first full day of the Kansas City Fed&#39;s annual economic symposium in Jackson Hole, Wyoming.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Is Predicted to Deliver Three Quarter-Point Rate Cuts This Year: Reuters Poll</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\">\nFed Is Predicted to Deliver Three Quarter-Point Rate Cuts This Year: Reuters Poll\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-08-19 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The U.S. Federal Reserve will cut interest rates by 25 basis points at each of the remaining three meetings of 2024, one more reduction than predicted last month, according to a slim majority of economists polled by Reuters who said a recession is unlikely.</p><p>The change in Fed rate cut calls follows a weaker-than-expected July U.S. jobs report, which encouraged interest rate futures traders to price in as much as 120 basis points of reductions in 2024 earlier this month. That pricing has reduced to roughly 100 now.</p><p>Investors also said a violent, but brief market sell-off also was a driver of aggressive rate cut calls, related to the unwinding of large leveraged positions as a result of a sudden, sharp rise in the Japanese yen.</p><p>Although some Fed officials have hinted rate cuts are coming, most economists in the Aug. 14-19 Reuters poll were not expecting a rapid series of rate cuts. Recent data, including last week&#39;s strong retail sales report, suggests the economy is performing relatively well even as inflation recedes.</p><p>The U.S. central bank will cut the federal funds rate by 25 basis points in September, November and December taking the range to 4.50%-4.75% by end-2024, according to 54% of those polled, 55 of 101.</p><p>Markets, which were earlier betting on a half-percentage-point cut in September, are currently pricing around 70% probability of a quarter percentage point cut next month.</p><p>Over a third, 34 of those polled, predicted two rate cuts this year and one respondent forecast only one rate reduction. Eleven economists expected the Fed to cut rates by 100 basis points or more.</p><p>&#34;The basis for the cuts that we have is mostly because inflation is coming down. It&#39;s not so much that activity is slowing ... We see a pretty resilient economy that&#39;s growing near trend and with that, we think inflation only ebbs gradually,&#34; said Jonathan Millar, senior U.S. economist at Barclays.</p><p>&#34;The labor market is hanging in there just fine. It&#39;s gradually cooling, but we don&#39;t expect it to have really material weakening. The unemployment rate is maybe going to add another 10th or so from where it is. There&#39;s not really any reason for them (the Fed) to panic.&#34;</p><p>The unemployment rate is forecast at around the current 4.3% through 2026. Inflation is forecast to ease only slightly over the coming two years, according to median forecasts in the poll.</p><p>All measures of inflation polled - the Consumer Price Index, core CPI, personal consumption expenditures price index and core PCE - are expected to stay above 2% until at least 2026.</p><p>Despite recent easing, wage growth has remained above the 3.0%-3.5% range seen as consistent with the Fed&#39;s 2% inflation target.</p><p>The Fed was expected to deliver a 25 basis point cut each in the four quarters of 2025. Markets are currently pricing around 200 basis points of reductions by end-Q3 2025.</p><h3 id=\"id_2110986522\" style=\"text-align: start;\">RECESSION UNLIKELY</h3><p>The U.S. economy grew 2.8% annualized in the second quarter, much faster than the 2.0% expected by economists. Growth is seen in the poll as averaging 2.5% this year, faster than what Fed officials currently see as the non-inflationary growth rate of 1.8%.</p><p>Two thirds of common contributors upgraded their 2024 growth outlook from last month. The economy was predicted to grow 1.8% next year.</p><p>Economists in the poll broadly expect the economy to expand at around its trend growth rate at least until 2027. The median forecast from a smaller sample who provided a view showed the probability of a recession at just 30% - an outlook which has not changed much since the start of this year.</p><p>&#34;We&#39;re not convinced there&#39;s a downdraft in activity around the corner that&#39;s going to prompt large rate cuts from the Fed,&#34; said Michael Gapen, chief U.S. economist at Bank of America.</p><p>&#34;There&#39;s reason to believe the July employment report was adversely affected by weather and therefore was a false signal about the health of labor markets and the economy. We&#39;re counting on subsequent data validating that story.&#34;</p><p>Markets and economists will keep a close eye on Fed Chair Jerome Powell&#39;s remarks on the economic outlook on Friday, the first full day of the Kansas City Fed&#39;s annual economic symposium in Jackson Hole, Wyoming.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124376792","content_text":"(Reuters) - The U.S. Federal Reserve will cut interest rates by 25 basis points at each of the remaining three meetings of 2024, one more reduction than predicted last month, according to a slim majority of economists polled by Reuters who said a recession is unlikely.The change in Fed rate cut calls follows a weaker-than-expected July U.S. jobs report, which encouraged interest rate futures traders to price in as much as 120 basis points of reductions in 2024 earlier this month. That pricing has reduced to roughly 100 now.Investors also said a violent, but brief market sell-off also was a driver of aggressive rate cut calls, related to the unwinding of large leveraged positions as a result of a sudden, sharp rise in the Japanese yen.Although some Fed officials have hinted rate cuts are coming, most economists in the Aug. 14-19 Reuters poll were not expecting a rapid series of rate cuts. Recent data, including last week's strong retail sales report, suggests the economy is performing relatively well even as inflation recedes.The U.S. central bank will cut the federal funds rate by 25 basis points in September, November and December taking the range to 4.50%-4.75% by end-2024, according to 54% of those polled, 55 of 101.Markets, which were earlier betting on a half-percentage-point cut in September, are currently pricing around 70% probability of a quarter percentage point cut next month.Over a third, 34 of those polled, predicted two rate cuts this year and one respondent forecast only one rate reduction. Eleven economists expected the Fed to cut rates by 100 basis points or more.\"The basis for the cuts that we have is mostly because inflation is coming down. It's not so much that activity is slowing ... We see a pretty resilient economy that's growing near trend and with that, we think inflation only ebbs gradually,\" said Jonathan Millar, senior U.S. economist at Barclays.\"The labor market is hanging in there just fine. It's gradually cooling, but we don't expect it to have really material weakening. The unemployment rate is maybe going to add another 10th or so from where it is. There's not really any reason for them (the Fed) to panic.\"The unemployment rate is forecast at around the current 4.3% through 2026. Inflation is forecast to ease only slightly over the coming two years, according to median forecasts in the poll.All measures of inflation polled - the Consumer Price Index, core CPI, personal consumption expenditures price index and core PCE - are expected to stay above 2% until at least 2026.Despite recent easing, wage growth has remained above the 3.0%-3.5% range seen as consistent with the Fed's 2% inflation target.The Fed was expected to deliver a 25 basis point cut each in the four quarters of 2025. Markets are currently pricing around 200 basis points of reductions by end-Q3 2025.RECESSION UNLIKELYThe U.S. economy grew 2.8% annualized in the second quarter, much faster than the 2.0% expected by economists. Growth is seen in the poll as averaging 2.5% this year, faster than what Fed officials currently see as the non-inflationary growth rate of 1.8%.Two thirds of common contributors upgraded their 2024 growth outlook from last month. The economy was predicted to grow 1.8% next year.Economists in the poll broadly expect the economy to expand at around its trend growth rate at least until 2027. The median forecast from a smaller sample who provided a view showed the probability of a recession at just 30% - an outlook which has not changed much since the start of this year.\"We're not convinced there's a downdraft in activity around the corner that's going to prompt large rate cuts from the Fed,\" said Michael Gapen, chief U.S. economist at Bank of America.\"There's reason to believe the July employment report was adversely affected by weather and therefore was a false signal about the health of labor markets and the economy. We're counting on subsequent data validating that story.\"Markets and economists will keep a close eye on Fed Chair Jerome Powell's remarks on the economic outlook on Friday, the first full day of the Kansas City Fed's annual economic symposium in Jackson Hole, Wyoming.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312113321521416,"gmtCreate":1717225277334,"gmtModify":1717233308998,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"GME was never known for its fundamental.&nbsp;","listText":"GME was never known for its fundamental.&nbsp;","text":"GME was never known for its fundamental.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312113321521416","repostId":"2439154489","repostType":2,"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":338805573124488,"gmtCreate":1723720343621,"gmtModify":1723720347791,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"With incoming earnings, either a hit or miss. Plenty of companies which haven't rebound, don't need to take unnecessary risk.&nbsp;","listText":"With incoming earnings, either a hit or miss. Plenty of companies which haven't rebound, don't need to take unnecessary risk.&nbsp;","text":"With incoming earnings, either a hit or miss. Plenty of companies which haven't rebound, don't need to take unnecessary risk.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338805573124488","repostId":"2459148891","repostType":2,"repost":{"id":"2459148891","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1723704300,"share":"https://ttm.financial/m/news/2459148891?lang=&edition=fundamental","pubTime":"2024-08-15 14:45","market":"us","language":"en","title":"CrowdStrike Stock Will Bounce Back. This Analyst Says to Buy the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2459148891","media":"Dow Jones","summary":"Given the global IT outage caused by a faulty software update by CrowdStrike in July, analysts are surprisingly upbeat on the cybersecurity stock.One analyst says CrowdStrike may have more trouble mak","content":"<html><head></head><body><p style=\"text-align: start;\">Given the global IT outage caused by a faulty software update by CrowdStrike in July, analysts are surprisingly upbeat on the cybersecurity stock.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9691e1491d82598045806a4ef02372aa\" alt=\"One analyst says CrowdStrike may have more trouble making sales than previously, but still sees room for the stock to rise 17%.\" title=\"One analyst says CrowdStrike may have more trouble making sales than previously, but still sees room for the stock to rise 17%.\" tg-width=\"957\" tg-height=\"635\"/><span>One analyst says CrowdStrike may have more trouble making sales than previously, but still sees room for the stock to rise 17%.</span></p><p style=\"text-align: start;\">D.A. Davidson analyst Rudy Kessinger says the potential rewards of owning CrowdStrike stock now outweigh the risks. “[CrowdStrike] will quickly regain their footing &amp; and momentum given their still strong reputation &amp; best-of-breed cybersecurity platform,” Kessinger wrote in a note reiterating a Buy rating on Tuesday evening. </p><p>Out of 51 analysts covering the stock, 40 rate it Buy or Overweight, according to FactSet. Only three rate CrowdStrike at Sell or Underweight. </p><p>Kessinger said that while the company will take a financial hit in the near to medium term, he believes the pullback in shares following the outage, a slide of about 35%, more than reflects the potential damage. He lowered his target for the stock price from $380 to $290, but that still implies a gain of 17% from the stock’s closing price on Tuesday. </p><p>CrowdStrike shares rose 3.3% at $256.22 on Wednesday.</p><p>Kessinger said that while he isn’t sure exactly how Crowdstrike’s results will be affected in coming quarters, he does expect that signing up new customers will be more difficult than previously. He forecast a negative effect on second-quarter sales of about 12%.</p><p style=\"text-align: start;\">The outage affected companies worldwide as some PC users were locked out of their Windows systems. Delta Air Lines said the outage cost it $500 million over five days and has threatened legal action against the cybersecurity company. CrowdStrike has taken responsibility for the outage but denied acting inappropriately.</p><p style=\"text-align: start;\">“[CrowdStrike has] taken the matter extremely seriously since the moment Windows devices begun crashing, and we believe customers have taken notice,” Kessinger said. “If anyone can bounce back from this, it’s [CrowdStrike].” </p><p style=\"text-align: start;\">CrowdStrike reports second-quarter results on 28 Aug.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CrowdStrike Stock Will Bounce Back. This Analyst Says to Buy the Dip</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\">\nCrowdStrike Stock Will Bounce Back. This Analyst Says to Buy the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-15 14:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Given the global IT outage caused by a faulty software update by CrowdStrike in July, analysts are surprisingly upbeat on the cybersecurity stock.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9691e1491d82598045806a4ef02372aa\" alt=\"One analyst says CrowdStrike may have more trouble making sales than previously, but still sees room for the stock to rise 17%.\" title=\"One analyst says CrowdStrike may have more trouble making sales than previously, but still sees room for the stock to rise 17%.\" tg-width=\"957\" tg-height=\"635\"/><span>One analyst says CrowdStrike may have more trouble making sales than previously, but still sees room for the stock to rise 17%.</span></p><p style=\"text-align: start;\">D.A. Davidson analyst Rudy Kessinger says the potential rewards of owning CrowdStrike stock now outweigh the risks. “[CrowdStrike] will quickly regain their footing &amp; and momentum given their still strong reputation &amp; best-of-breed cybersecurity platform,” Kessinger wrote in a note reiterating a Buy rating on Tuesday evening. </p><p>Out of 51 analysts covering the stock, 40 rate it Buy or Overweight, according to FactSet. Only three rate CrowdStrike at Sell or Underweight. </p><p>Kessinger said that while the company will take a financial hit in the near to medium term, he believes the pullback in shares following the outage, a slide of about 35%, more than reflects the potential damage. He lowered his target for the stock price from $380 to $290, but that still implies a gain of 17% from the stock’s closing price on Tuesday. </p><p>CrowdStrike shares rose 3.3% at $256.22 on Wednesday.</p><p>Kessinger said that while he isn’t sure exactly how Crowdstrike’s results will be affected in coming quarters, he does expect that signing up new customers will be more difficult than previously. He forecast a negative effect on second-quarter sales of about 12%.</p><p style=\"text-align: start;\">The outage affected companies worldwide as some PC users were locked out of their Windows systems. Delta Air Lines said the outage cost it $500 million over five days and has threatened legal action against the cybersecurity company. CrowdStrike has taken responsibility for the outage but denied acting inappropriately.</p><p style=\"text-align: start;\">“[CrowdStrike has] taken the matter extremely seriously since the moment Windows devices begun crashing, and we believe customers have taken notice,” Kessinger said. “If anyone can bounce back from this, it’s [CrowdStrike].” </p><p style=\"text-align: start;\">CrowdStrike reports second-quarter results on 28 Aug.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4008":"航空公司","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4585":"ETF&股票定投概念","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","BK4528":"SaaS概念","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4588":"碎股","BK4500":"航空公司","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","CRWD":"CrowdStrike Holdings, Inc.","LU1548497426.USD":"安联环球人工智能AT Acc","BK4551":"寇图资本持仓","BK4097":"系统软件","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4560":"网络安全概念","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2459148891","content_text":"Given the global IT outage caused by a faulty software update by CrowdStrike in July, analysts are surprisingly upbeat on the cybersecurity stock.One analyst says CrowdStrike may have more trouble making sales than previously, but still sees room for the stock to rise 17%.D.A. Davidson analyst Rudy Kessinger says the potential rewards of owning CrowdStrike stock now outweigh the risks. “[CrowdStrike] will quickly regain their footing & and momentum given their still strong reputation & best-of-breed cybersecurity platform,” Kessinger wrote in a note reiterating a Buy rating on Tuesday evening. Out of 51 analysts covering the stock, 40 rate it Buy or Overweight, according to FactSet. Only three rate CrowdStrike at Sell or Underweight. Kessinger said that while the company will take a financial hit in the near to medium term, he believes the pullback in shares following the outage, a slide of about 35%, more than reflects the potential damage. He lowered his target for the stock price from $380 to $290, but that still implies a gain of 17% from the stock’s closing price on Tuesday. CrowdStrike shares rose 3.3% at $256.22 on Wednesday.Kessinger said that while he isn’t sure exactly how Crowdstrike’s results will be affected in coming quarters, he does expect that signing up new customers will be more difficult than previously. He forecast a negative effect on second-quarter sales of about 12%.The outage affected companies worldwide as some PC users were locked out of their Windows systems. Delta Air Lines said the outage cost it $500 million over five days and has threatened legal action against the cybersecurity company. CrowdStrike has taken responsibility for the outage but denied acting inappropriately.“[CrowdStrike has] taken the matter extremely seriously since the moment Windows devices begun crashing, and we believe customers have taken notice,” Kessinger said. “If anyone can bounce back from this, it’s [CrowdStrike].” CrowdStrike reports second-quarter results on 28 Aug.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343531884163192,"gmtCreate":1724899679512,"gmtModify":1724899820240,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> The Bloomberg interview with Jensen Huang did provide alot more insights on the Blackwell chip production, delivery and revenue. This retracement seems unjustified but every low is always a buy opportunity.&nbsp; https://youtu.be/NC5NZPrxbHk?si=O7s5fMvD5tD59dTA","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> The Bloomberg interview with Jensen Huang did provide alot more insights on the Blackwell chip production, delivery and revenue. This retracement seems unjustified but every low is always a buy opportunity.&nbsp; https://youtu.be/NC5NZPrxbHk?si=O7s5fMvD5tD59dTA","text":"$NVIDIA Corp(NVDA)$ The Bloomberg interview with Jensen Huang did provide alot more insights on the Blackwell chip production, delivery and revenue. This retracement seems unjustified but every low is always a buy opportunity. https://youtu.be/NC5NZPrxbHk?si=O7s5fMvD5tD59dTA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343531884163192","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333074454896800,"gmtCreate":1722345073541,"gmtModify":1722348604523,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"Wait for the lawsuit aftermath&nbsp;","listText":"Wait for the lawsuit aftermath&nbsp;","text":"Wait for the lawsuit aftermath","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333074454896800","repostId":"2455642036","repostType":2,"repost":{"id":"2455642036","kind":"highlight","pubTimestamp":1722344400,"share":"https://ttm.financial/m/news/2455642036?lang=&edition=fundamental","pubTime":"2024-07-30 21:00","market":"us","language":"en","title":"CrowdStrike's Path To Recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=2455642036","media":"Seeking Alpha","summary":"CrowdStrike experienced a low-level bug, not a breach, leading to a global outage, but it is expected to survive and grow with strategic adjustments.No single customer or channel partner accounted for","content":"<html><head></head><body><ul style=\"\"><li><p>CrowdStrike experienced a low-level bug, not a breach, leading to a global outage, but it is expected to survive and grow with strategic adjustments.</p></li><li><p>No single customer or channel partner accounted for 10% or more of total revenue, minimizing significant customer concentration risk and spreading potential revenue loss.</p></li><li><p>CrowdStrike&#39;s comprehensive response plan and emphasis on quality assurance and innovation aim to strengthen customer trust and mitigate the impact of the recent outage.</p></li><li><p>Strategic partnerships, acquisitions, and a focus on cybersecurity demand in critical sectors position CrowdStrike for recovery and long-term success, with an optimistic price target of $320 for 2024.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd1d823f06fa2877f62c1ee37098e971\" alt=\"BlackJack3D/E+ via Getty Images\" title=\"BlackJack3D/E+ via Getty Images\" tg-width=\"589\" tg-height=\"295\"/><span>BlackJack3D/E+ via Getty Images</span></p><h2 id=\"id_440404391\">Investment Thesis</h2><p>What makes a massive difference between how to recover from a setback and when to face an unrecoverable catastrophe is that the recent incident at CrowdStrike (NASDAQ:CRWD) has been identified as a low-level bug rather than a breach.</p><p>While losing some ground to competitors like SentinelOne (S), the company should survive. The key to maintaining its position will lie in quality assurance processes while maintaining customer trust through transparent communication, highlighting a robust response to the glitch. It will also be essential to continue investing in marketing to reshape public perception and innovate on the Falcon platform.</p><p>CrowdStrike must set a path for the future through strategic partnerships or acquisitions that improve service offerings and enter new markets. The setback will allow the company to maintain its competitive position if the lessons are used to strengthen resilience, enhance technological capacity, and deepen customer relations.</p><h2 id=\"id_1697650658\">CRWD Nears Oversold Territory with $320 Price Target for 2024</h2><p>CRWD currently trades at $256.16, being on a downward trajectory. Our average price target stands at $320 for 2024. while the optimistic target is $365 and the pessimistic target is $175. These targets are derived from short-term trends projected over Fibonacci levels (1.618, 0.5, and 4.618).</p><p>The Relative Strength Index (RSI) stands at 37.24, indicating a potential <strong>oversold</strong> <strong>condition</strong> and is moving towards it. However, there is no bullish or bearish divergence, and the downward RSI trend suggests continued weakness. A long setup may emerge at an RSI of near 30, indicating a <strong>possible reversal point</strong>.</p><p>The Volume Price Trend (VPT) is also trending downwards, currently at 42.28 million. The VPT line is below the annual moving average of 62.15 million. This suggests weakening momentum, but a bottom touchdown of around 40 million could create a price reversal move.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4bd23c8e0cda6b3357bb28c898223dfb\" alt=\"Author (trendspider.com)\" title=\"Author (trendspider.com)\" tg-width=\"1200\" tg-height=\"700\"/><span>Author (trendspider.com)</span></p><p>Seasonality analysis indicates an 83% chance of positive returns if invested in July, based on a 5-year monthly pattern. This high probability, combined with potential reversals in RSI and VPT, marks that a strategic <strong>entry</strong> <strong>point</strong> might be near if the stock hits <strong>oversold</strong> <strong>conditions</strong>.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f3f05009a035b146844141ea151c522c\" alt=\"trendspider.com\" title=\"trendspider.com\" tg-width=\"1280\" tg-height=\"676\"/><span>trendspider.com</span></p><h2 id=\"id_2247107572\">CrowdStrike Outage Sparks Major Cybersecurity Overhaul</h2><p>On July 19, 2024, CrowdStrike ran a faulty software update that caused a global outage. The update induced the &#39;Blue Screen of Death&#39; on 8.5 million devices running on Windows, thus paralyzing critical sectors like aviation, healthcare, banking, and government services.</p><p>Though less than 1% of Windows devices were hit, the impact was very strong due to CrowdStrike&#39;s vital role in such sectors. Flights were canceled, medical procedures were delayed, and many other societal systems were disrupted. Identifying the problem through CrowdStrike and providing proactive recommendations to reduce the impact underscore our expertise and proactive approach to cyber issues.</p><p>Moving forward, CrowdStrike is on course to avoid such instances by implementing more aggressive testing of software updates and developing additional communication strategies to help identify potential problems earlier. Shareholders should expect the company to double its efforts toward resilience and transparency easily-the result should be the restoration of faith that it can ultimately protect vital infrastructure.</p><p>This incident again highlighted the paramount importance of investing in cybersecurity and the need for perpetually increasing digital defenses. Thus, by addressing the ethical dilemmas related to privacy and national security and promoting cybersecurity best practices, CrowdStrike can contribute to a more secure and resilient digital ecosystem, benefiting its clients and stakeholders.</p><h2 id=\"id_2322173140\">A Path to Resilience and Recovery</h2><p>CEO George Kurtz has been brought in by the US House of Representatives Homeland Security Committee to be questioned-an indication of how grave the case is. The insured losses for the said event were pegged at $540 million and $1.08 billion for only the companies in the Fortune 500 category. In comparison, worldwide financial losses have been estimated to be around $15 billion. On the other hand, CrowdStrike&#39;s quick and transparent reflexes, supplemented by a robust post-incident strategy, prove that the company can indeed bounce back from an unprecedented mistake.</p><p>Further, CrowdStrike&#39;s proactive work engaging regulators and affected parties to participate in remediation efforts demonstrates a commitment to solving the problem. This minimizes long-term financial impact and may establish a strong base for future negotiations and settlements. The US Cybersecurity and Infrastructure Security Agency warned that malicious activities continued by taking advantage of the outage.</p><p>The recent outage caused by CrowdStrike&#39;s software update has raised concerns about customer retention. While some customers may explore alternative solutions, the company&#39;s rapid response and commitment to improving its systems can help mitigate long-term customer attrition.</p><p>Finally, analysts predict that around 5% of CrowdStrike&#39;s customer base might consider switching to competitors. However, CrowdStrike&#39;s market-leading position and difficulty immediately cutting ties due to existing contracts suggest that the overall impact might be contained.</p><h2 id=\"id_795910209\">How CrowdStrike&#39;s Response to Challenges Fortifies Its Market Leadership</h2><p>While some customers may seek a different relationship with CrowdStrike, the company&#39;s comprehensive response plan will likely provide existing clients with additional <strong>reassurance and contingency plans</strong>. Furthermore, the increasing demand for cybersecurity in critical sectors will continue to drive the need for cutting-edge solutions like those offered by CrowdStrike.</p><p>Ultimately, the incident may <strong>strengthen the company&#39;s market position</strong> regarding its ability to adapt and improve services. While certain challenges arise from the recent outage, CrowdStrike&#39;s proactive measures, strong market position, and commitment to innovation set a positive tone for recovery and growth. The investors shall consider the company&#39;s resilience and strategic adjustments while judging the prospect of this firm in the future.</p><p>According to CrowdStrike&#39;s latest 10-K filing, the company has maintained a very diversified customer base; hence, it carries <strong>low</strong> <strong>customer concentration risk</strong>, enhancing its position to sustain any potential upcoming losses. Specifically, no one customer or channel partner accounted for 10% or more of the company&#39;s consolidated revenue or accounts receivable in either of the fiscal years ending January 31, 2024. Lastly, CrowdStrike controls 17.7% of the endpoint protection market, surpassing Microsoft&#39;s 16.4%. Even if the company experiences some market share loss, the impact will be minimal due to the relatively high switching costs that deter customers from changing providers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1d71285aee6fddc615caf5d6db0b75ae\" alt=\"CrowdStrike\" title=\"CrowdStrike\" tg-width=\"750\" tg-height=\"289\"/><span>CrowdStrike</span></p><h2 id=\"id_3534466798\">Takeaway</h2><p>CrowdStrike&#39;s recent incident, identified as a low-level bug rather than a breach, underscores the difference between a recoverable setback and a catastrophic event. The company is expected to survive despite losing some ground to competitors like SentinelOne. The key to maintaining its position will be improving quality assurance processes, reinforcing customer trust through transparent communication, and highlighting its robust response to glitches. Investing in marketing to reshape public perception and continuing to innovate its Falcon platform will also be crucial.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CrowdStrike's Path To Recovery</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\">\nCrowdStrike's Path To Recovery\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-30 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4707554-crowdstrike-stock-path-to-recovery><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CrowdStrike experienced a low-level bug, not a breach, leading to a global outage, but it is expected to survive and grow with strategic adjustments.No single customer or channel partner accounted for...</p>\n\n<a href=\"https://seekingalpha.com/article/4707554-crowdstrike-stock-path-to-recovery\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4592":"伊斯兰概念","BK4554":"元宇宙及AR概念","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","BK4567":"ESG概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - 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Tactical Dividend Income A Mdis USD Plus","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4528":"SaaS概念"},"source_url":"https://seekingalpha.com/article/4707554-crowdstrike-stock-path-to-recovery","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2455642036","content_text":"CrowdStrike experienced a low-level bug, not a breach, leading to a global outage, but it is expected to survive and grow with strategic adjustments.No single customer or channel partner accounted for 10% or more of total revenue, minimizing significant customer concentration risk and spreading potential revenue loss.CrowdStrike's comprehensive response plan and emphasis on quality assurance and innovation aim to strengthen customer trust and mitigate the impact of the recent outage.Strategic partnerships, acquisitions, and a focus on cybersecurity demand in critical sectors position CrowdStrike for recovery and long-term success, with an optimistic price target of $320 for 2024.BlackJack3D/E+ via Getty ImagesInvestment ThesisWhat makes a massive difference between how to recover from a setback and when to face an unrecoverable catastrophe is that the recent incident at CrowdStrike (NASDAQ:CRWD) has been identified as a low-level bug rather than a breach.While losing some ground to competitors like SentinelOne (S), the company should survive. The key to maintaining its position will lie in quality assurance processes while maintaining customer trust through transparent communication, highlighting a robust response to the glitch. It will also be essential to continue investing in marketing to reshape public perception and innovate on the Falcon platform.CrowdStrike must set a path for the future through strategic partnerships or acquisitions that improve service offerings and enter new markets. The setback will allow the company to maintain its competitive position if the lessons are used to strengthen resilience, enhance technological capacity, and deepen customer relations.CRWD Nears Oversold Territory with $320 Price Target for 2024CRWD currently trades at $256.16, being on a downward trajectory. Our average price target stands at $320 for 2024. while the optimistic target is $365 and the pessimistic target is $175. These targets are derived from short-term trends projected over Fibonacci levels (1.618, 0.5, and 4.618).The Relative Strength Index (RSI) stands at 37.24, indicating a potential oversold condition and is moving towards it. However, there is no bullish or bearish divergence, and the downward RSI trend suggests continued weakness. A long setup may emerge at an RSI of near 30, indicating a possible reversal point.The Volume Price Trend (VPT) is also trending downwards, currently at 42.28 million. The VPT line is below the annual moving average of 62.15 million. This suggests weakening momentum, but a bottom touchdown of around 40 million could create a price reversal move.Author (trendspider.com)Seasonality analysis indicates an 83% chance of positive returns if invested in July, based on a 5-year monthly pattern. This high probability, combined with potential reversals in RSI and VPT, marks that a strategic entry point might be near if the stock hits oversold conditions.trendspider.comCrowdStrike Outage Sparks Major Cybersecurity OverhaulOn July 19, 2024, CrowdStrike ran a faulty software update that caused a global outage. The update induced the 'Blue Screen of Death' on 8.5 million devices running on Windows, thus paralyzing critical sectors like aviation, healthcare, banking, and government services.Though less than 1% of Windows devices were hit, the impact was very strong due to CrowdStrike's vital role in such sectors. Flights were canceled, medical procedures were delayed, and many other societal systems were disrupted. Identifying the problem through CrowdStrike and providing proactive recommendations to reduce the impact underscore our expertise and proactive approach to cyber issues.Moving forward, CrowdStrike is on course to avoid such instances by implementing more aggressive testing of software updates and developing additional communication strategies to help identify potential problems earlier. Shareholders should expect the company to double its efforts toward resilience and transparency easily-the result should be the restoration of faith that it can ultimately protect vital infrastructure.This incident again highlighted the paramount importance of investing in cybersecurity and the need for perpetually increasing digital defenses. Thus, by addressing the ethical dilemmas related to privacy and national security and promoting cybersecurity best practices, CrowdStrike can contribute to a more secure and resilient digital ecosystem, benefiting its clients and stakeholders.A Path to Resilience and RecoveryCEO George Kurtz has been brought in by the US House of Representatives Homeland Security Committee to be questioned-an indication of how grave the case is. The insured losses for the said event were pegged at $540 million and $1.08 billion for only the companies in the Fortune 500 category. In comparison, worldwide financial losses have been estimated to be around $15 billion. On the other hand, CrowdStrike's quick and transparent reflexes, supplemented by a robust post-incident strategy, prove that the company can indeed bounce back from an unprecedented mistake.Further, CrowdStrike's proactive work engaging regulators and affected parties to participate in remediation efforts demonstrates a commitment to solving the problem. This minimizes long-term financial impact and may establish a strong base for future negotiations and settlements. The US Cybersecurity and Infrastructure Security Agency warned that malicious activities continued by taking advantage of the outage.The recent outage caused by CrowdStrike's software update has raised concerns about customer retention. While some customers may explore alternative solutions, the company's rapid response and commitment to improving its systems can help mitigate long-term customer attrition.Finally, analysts predict that around 5% of CrowdStrike's customer base might consider switching to competitors. However, CrowdStrike's market-leading position and difficulty immediately cutting ties due to existing contracts suggest that the overall impact might be contained.How CrowdStrike's Response to Challenges Fortifies Its Market LeadershipWhile some customers may seek a different relationship with CrowdStrike, the company's comprehensive response plan will likely provide existing clients with additional reassurance and contingency plans. Furthermore, the increasing demand for cybersecurity in critical sectors will continue to drive the need for cutting-edge solutions like those offered by CrowdStrike.Ultimately, the incident may strengthen the company's market position regarding its ability to adapt and improve services. While certain challenges arise from the recent outage, CrowdStrike's proactive measures, strong market position, and commitment to innovation set a positive tone for recovery and growth. The investors shall consider the company's resilience and strategic adjustments while judging the prospect of this firm in the future.According to CrowdStrike's latest 10-K filing, the company has maintained a very diversified customer base; hence, it carries low customer concentration risk, enhancing its position to sustain any potential upcoming losses. Specifically, no one customer or channel partner accounted for 10% or more of the company's consolidated revenue or accounts receivable in either of the fiscal years ending January 31, 2024. Lastly, CrowdStrike controls 17.7% of the endpoint protection market, surpassing Microsoft's 16.4%. Even if the company experiences some market share loss, the impact will be minimal due to the relatively high switching costs that deter customers from changing providers.CrowdStrikeTakeawayCrowdStrike's recent incident, identified as a low-level bug rather than a breach, underscores the difference between a recoverable setback and a catastrophic event. The company is expected to survive despite losing some ground to competitors like SentinelOne. The key to maintaining its position will be improving quality assurance processes, reinforcing customer trust through transparent communication, and highlighting its robust response to glitches. Investing in marketing to reshape public perception and continuing to innovate its Falcon platform will also be crucial.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371172364230912,"gmtCreate":1731636412097,"gmtModify":1731636415855,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"Learn to lose less is a gain.&nbsp;","listText":"Learn to lose less is a gain.&nbsp;","text":"Learn to lose less is a gain.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371172364230912","repostId":"1165124291","repostType":2,"repost":{"id":"1165124291","kind":"news","pubTimestamp":1731599503,"share":"https://ttm.financial/m/news/1165124291?lang=&edition=fundamental","pubTime":"2024-11-14 23:51","market":"us","language":"en","title":"Super Micro Computer: I Am Greedy While Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1165124291","media":"Seeking Alpha","summary":"SummarySuper Micro Computer is significantly undervalued due to highly likely exaggerated fears of accounting manipulations and the reported DOJ investigation, presenting a strong buying opportunity.D","content":"<html><head></head><body><h2 id=\"id_1975904538\">Summary</h2><ul style=\"\"><li><p>Super Micro Computer is significantly undervalued due to highly likely exaggerated fears of accounting manipulations and the reported DOJ investigation, presenting a strong buying opportunity.</p></li><li><p>Despite reputational challenges, SMCI&#39;s partnerships with NVIDIA and AMD affirm its credibility and operational integrity, bolstering confidence in its financial reports.</p></li><li><p>Preliminary FQ1 2025 results show robust revenue growth and improved margins, driven by strong AI GPU platform demand, indicating solid business fundamentals.</p></li><li><p>Valuation analysis suggests a fair share price of $90, highlighting substantial upside potential from current levels, making SMCI a compelling opportunity.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e678235f3d3a4c30f6900e649543eed9\" alt=\"Supermicro headquarters in San Jose, California, USA\" title=\"Supermicro headquarters in San Jose, California, USA\" tg-width=\"750\" tg-height=\"500\"/><span>Supermicro headquarters in San Jose, California, USA</span></p><h2 id=\"id_392237773\">Introduction</h2><p>Super Micro Computer (NASDAQ:SMCI) is still dropping, and is five times cheaper than its March 2024 peak. The company is still generating exponential revenue growth and increasing EPS. However, the stock price suggests that concerns about SMCI&#39;s accounting inaccuracy overshadow robust business expansion.</p><p>I am not happy that the stock plunged by 63% since my August bullish call, as I have skin in the game. I have been buying aggressively since the stock started tanking in late August, meaning that I have a substantial SMCI position. I also worry about the recent auditor resignation and there is a lot of uncertainty in the FY2024 10-K report release timing. Yet, the stock is so cheap that it provides an excellent opportunity to double down. The preliminary earnings for the latest quarter were released a week ago. It is very hard to imagine that the management would risk presenting an unfair view of SMCI&#39;s financial performance, given the panic around the stock and the reported DOJ investigation.</p><p>The deeply low 14-day RSI reading shows how very spooked the market is over SMCI. This makes me greedy. I tend to believe that allegations of accounting manipulations are exaggerated. Therefore, I still consider SMCI a &#39;Strong Buy&#39;.</p><h2 id=\"id_3077953962\">Fundamental analysis</h2><p>SMCI has recently encountered several significant reputational challenges. This began with a late-August opinions from some analysts that questioned the trustworthiness of SMCI&#39;s financial statements and the management&#39;s integrity. The company then failed to file its 10-K report on time, and there are reports of a DOJ investigation regarding allegations around accounting manipulations. As a result of all these adverse events, the stock price decreased by more than 60% since late August.</p><p>The company has recently released its FQ1 2025 preliminary results and FQ2 2025 guidance, with robust revenue and EPS growth. I tend to trust in the accuracy of this release, despite the aforementioned allegations. There are two big reasons for such confidence.</p><p>The first is that it is hard to imagine that a company under public pressure and scrutiny would manipulate its financials. Second, no major semiconductor companies have separated from SMCI and continue to call SMCI their partner. It has been rumored that Nvidia is taking orders away from SMCI, but I tend to go with what the companies say on their website.</p><p>On October 15, Nvidia announced a new partnership with SMCI. The expanded collaboration highlights the integration of Nvidia&#39;s BlueField data processing unit (&#39;DPU&#39;) into SMCI&#39;s storage solutions. This factor highlights Nvidia&#39;s confidence in SMCI&#39;s trustworthiness. Furthermore, a presentation endorsing SMCI is still available on AMD&#39;s official website. I might be missing something, but Nvidia and AMD appear to be companies with flawless reputations. Thus, it is highly unlikely that Jensen Huang or Lisa Su would risk their reputations by supporting collaboration with a company with questionable integrity or operational practices. There is also a separate page on Intel&#39;s website dedicated to endorse SMCI&#39;s offerings.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e915ca85bac0b07cb94d9f717e09bebb\" alt=\"SA\" title=\"SA\" tg-width=\"617\" tg-height=\"311\"/><span>SA</span></p><p></p><p>Therefore, I consider the preliminary earnings announcement as trustworthy. According to preliminary results, revenue for FQ1 ranged from $5.9 billion to $6 billion, representing an 181% year-over-year increase. The growth was primarily driven by strong demand for AI GPU platforms. SMCI&#39;s non-GAAP gross margin has improved quarter-over-quarter from 11.3% to 13.3%. The profitability expansion was powered by favorable shifts in the product and customer mix.</p><p>The FQ2 guidance also looks robust, with the projected range from $5.5 billion to $6.1 billion. The $5.8 billion midpoint level is 58% higher compared to the same quarter of FY2024. The guidance fell short of Wall Street expectations, but this looks explainable, as the management cites low Blackwell GPU availability due to high demand. So, the problem looks temporary.</p><p>Secular trends are still strong as cloud giants look unwilling to cool down their data center spending spree. Amazon plans to invest another billion+ in Italian data centers and has recently bought 350 acres for data center in Becker. Google&#39;s plans to invest much more in data centers over the long term are apparent after the company announced that it is buying nuclear reactors to meet the energy demand of its current and future data centers. Microsoft also recognizes the potential for data center expansion and is already incorporating sustainable solutions to minimize its environmental footprint. Thus, the industry is thriving and evolving rapidly, providing a strong tailwind for SMCI.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c88485771692e0f540617907c77cd416\" alt=\"\" title=\"\" tg-width=\"635\" tg-height=\"424\"/></p><p></p><p>The stock is significantly oversold, with its 14-day RSI indicator at a historically low level of 27. While the market seems extremely fearful about SMCI, I prefer to set emotions aside. The world&#39;s largest semiconductor companies, which undoubtedly value their reputations, continue to work closely with SMCI, suggesting that the allegations are likely overestimated. Furthermore, the company is already under significant public pressure and scrutiny, making accounting manipulations around the latest preliminary quarterly earnings release extremely unlikely.</p><h2 id=\"id_1000083254\">Valuation analysis</h2><p>As I mentioned, the stock is now significantly cheaper than it was in late August, and such a plunge is explained by fears of the market regarding accounting manipulation allegations. However, since I outlined why I believe that these fears are highly likely exaggerated, I plan to rely on long-term consensus revenue projections to build my DCF model. The zero FCF margin for the base year reflects the company&#39;s aggressive CapEx spending to address soaring demand. For the years after FY2025, I reiterate the same trajectory of the metric expanding by 200 basis points yearly. To balance out an aggressive FCF margin assumption, I use a very conservative 2% constant growth rate to calculate terminal value (&#39;TV&#39;). I use an 8% WACC to discount future cash flows.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ad7a5df190b39226ec84be40cfeb92e3\" alt=\"Calculated by the author\" title=\"Calculated by the author\" tg-width=\"640\" tg-height=\"296\"/><span>Calculated by the author</span></p><p></p><p>The first simulation indicates a fair share price of approximately $90, which is almost four times higher compared to the current share price. Thus, fears around the stock made it extremely cheap.</p><p>The fair value estimation approaches the current share price only if unrealistically pessimistic assumptions are incorporated. The fair share price is around $23 when I apply a 1% constant growth rate and a very low 3% revenue CAGR for the next five years, with the FCF margin expanding by only 100 basis points annually.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eac69b7345c3cdf59226b894d21ac6c7\" alt=\"Calculated by the author\" title=\"Calculated by the author\" tg-width=\"640\" tg-height=\"294\"/><span>Calculated by the author</span></p><p></p><p>With that said, I believe SMCI is very attractively valued. My target price is $90 per share, which is close to mid-summer 2024 levels, making such upside potential realistic.</p><h2 id=\"id_1906077690\">Mitigating factors</h2><p>Official communication is crucial in emergency cases threatening the image of a business, such as those experienced by SMCI over the last few months. In my opinion, the management could have handled the situation in a smoother way. As a result, it seems that the stock crash would not have been as bad. There is still no indication of when the company’s FY2024 10-K report will be published, which creates room for possible new bad-looking headlines. This might just set off another bearish market wave if the communication approach between the management and investors remains the same.</p><p>Additionally, the past precedent of delisting in 2019 due to accounting issues remains a concern. According to the official information from SMCI, the management is still unable to share the expected date of the 10-K filing, which increases risks of failing to comply with Nasdaq listing rules. However, I believe that the company&#39;s efforts to engage a new auditor will mitigate the risk. The completion of the Special Committee&#39;s investigation, which found no evidence of fraud or misconduct, is a positive step towards resolving this adverse situation.</p><h2 id=\"id_3728447271\">Conclusion</h2><p>As an investor, I prefer to set emotions aside and focus on the facts. A company that has faces intense public scrutiny is almost certainly not going to play along with its accounting books. This factor makes the recent preliminary FQ1 2025 earnings release is a reliable informational tool. I am also extremely skeptical that Nvidia, AMD, or Intel would continue supporting SMCI as a crucial technological partner if there was really something wrong with it.</p></body></html>","source":"seekingalpha_fund","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>Super Micro Computer: I Am Greedy While Others Are Fearful</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\">\nSuper Micro Computer: I Am Greedy While Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 23:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4736805-super-micro-computer-stock-substantial-upside-potential-compelling-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySuper Micro Computer is significantly undervalued due to highly likely exaggerated fears of accounting manipulations and the reported DOJ investigation, presenting a strong buying opportunity....</p>\n\n<a href=\"https://seekingalpha.com/article/4736805-super-micro-computer-stock-substantial-upside-potential-compelling-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4736805-super-micro-computer-stock-substantial-upside-potential-compelling-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165124291","content_text":"SummarySuper Micro Computer is significantly undervalued due to highly likely exaggerated fears of accounting manipulations and the reported DOJ investigation, presenting a strong buying opportunity.Despite reputational challenges, SMCI's partnerships with NVIDIA and AMD affirm its credibility and operational integrity, bolstering confidence in its financial reports.Preliminary FQ1 2025 results show robust revenue growth and improved margins, driven by strong AI GPU platform demand, indicating solid business fundamentals.Valuation analysis suggests a fair share price of $90, highlighting substantial upside potential from current levels, making SMCI a compelling opportunity.Supermicro headquarters in San Jose, California, USAIntroductionSuper Micro Computer (NASDAQ:SMCI) is still dropping, and is five times cheaper than its March 2024 peak. The company is still generating exponential revenue growth and increasing EPS. However, the stock price suggests that concerns about SMCI's accounting inaccuracy overshadow robust business expansion.I am not happy that the stock plunged by 63% since my August bullish call, as I have skin in the game. I have been buying aggressively since the stock started tanking in late August, meaning that I have a substantial SMCI position. I also worry about the recent auditor resignation and there is a lot of uncertainty in the FY2024 10-K report release timing. Yet, the stock is so cheap that it provides an excellent opportunity to double down. The preliminary earnings for the latest quarter were released a week ago. It is very hard to imagine that the management would risk presenting an unfair view of SMCI's financial performance, given the panic around the stock and the reported DOJ investigation.The deeply low 14-day RSI reading shows how very spooked the market is over SMCI. This makes me greedy. I tend to believe that allegations of accounting manipulations are exaggerated. Therefore, I still consider SMCI a 'Strong Buy'.Fundamental analysisSMCI has recently encountered several significant reputational challenges. This began with a late-August opinions from some analysts that questioned the trustworthiness of SMCI's financial statements and the management's integrity. The company then failed to file its 10-K report on time, and there are reports of a DOJ investigation regarding allegations around accounting manipulations. As a result of all these adverse events, the stock price decreased by more than 60% since late August.The company has recently released its FQ1 2025 preliminary results and FQ2 2025 guidance, with robust revenue and EPS growth. I tend to trust in the accuracy of this release, despite the aforementioned allegations. There are two big reasons for such confidence.The first is that it is hard to imagine that a company under public pressure and scrutiny would manipulate its financials. Second, no major semiconductor companies have separated from SMCI and continue to call SMCI their partner. It has been rumored that Nvidia is taking orders away from SMCI, but I tend to go with what the companies say on their website.On October 15, Nvidia announced a new partnership with SMCI. The expanded collaboration highlights the integration of Nvidia's BlueField data processing unit ('DPU') into SMCI's storage solutions. This factor highlights Nvidia's confidence in SMCI's trustworthiness. Furthermore, a presentation endorsing SMCI is still available on AMD's official website. I might be missing something, but Nvidia and AMD appear to be companies with flawless reputations. Thus, it is highly unlikely that Jensen Huang or Lisa Su would risk their reputations by supporting collaboration with a company with questionable integrity or operational practices. There is also a separate page on Intel's website dedicated to endorse SMCI's offerings.SATherefore, I consider the preliminary earnings announcement as trustworthy. According to preliminary results, revenue for FQ1 ranged from $5.9 billion to $6 billion, representing an 181% year-over-year increase. The growth was primarily driven by strong demand for AI GPU platforms. SMCI's non-GAAP gross margin has improved quarter-over-quarter from 11.3% to 13.3%. The profitability expansion was powered by favorable shifts in the product and customer mix.The FQ2 guidance also looks robust, with the projected range from $5.5 billion to $6.1 billion. The $5.8 billion midpoint level is 58% higher compared to the same quarter of FY2024. The guidance fell short of Wall Street expectations, but this looks explainable, as the management cites low Blackwell GPU availability due to high demand. So, the problem looks temporary.Secular trends are still strong as cloud giants look unwilling to cool down their data center spending spree. Amazon plans to invest another billion+ in Italian data centers and has recently bought 350 acres for data center in Becker. Google's plans to invest much more in data centers over the long term are apparent after the company announced that it is buying nuclear reactors to meet the energy demand of its current and future data centers. Microsoft also recognizes the potential for data center expansion and is already incorporating sustainable solutions to minimize its environmental footprint. Thus, the industry is thriving and evolving rapidly, providing a strong tailwind for SMCI.The stock is significantly oversold, with its 14-day RSI indicator at a historically low level of 27. While the market seems extremely fearful about SMCI, I prefer to set emotions aside. The world's largest semiconductor companies, which undoubtedly value their reputations, continue to work closely with SMCI, suggesting that the allegations are likely overestimated. Furthermore, the company is already under significant public pressure and scrutiny, making accounting manipulations around the latest preliminary quarterly earnings release extremely unlikely.Valuation analysisAs I mentioned, the stock is now significantly cheaper than it was in late August, and such a plunge is explained by fears of the market regarding accounting manipulation allegations. However, since I outlined why I believe that these fears are highly likely exaggerated, I plan to rely on long-term consensus revenue projections to build my DCF model. The zero FCF margin for the base year reflects the company's aggressive CapEx spending to address soaring demand. For the years after FY2025, I reiterate the same trajectory of the metric expanding by 200 basis points yearly. To balance out an aggressive FCF margin assumption, I use a very conservative 2% constant growth rate to calculate terminal value ('TV'). I use an 8% WACC to discount future cash flows.Calculated by the authorThe first simulation indicates a fair share price of approximately $90, which is almost four times higher compared to the current share price. Thus, fears around the stock made it extremely cheap.The fair value estimation approaches the current share price only if unrealistically pessimistic assumptions are incorporated. The fair share price is around $23 when I apply a 1% constant growth rate and a very low 3% revenue CAGR for the next five years, with the FCF margin expanding by only 100 basis points annually.Calculated by the authorWith that said, I believe SMCI is very attractively valued. My target price is $90 per share, which is close to mid-summer 2024 levels, making such upside potential realistic.Mitigating factorsOfficial communication is crucial in emergency cases threatening the image of a business, such as those experienced by SMCI over the last few months. In my opinion, the management could have handled the situation in a smoother way. As a result, it seems that the stock crash would not have been as bad. There is still no indication of when the company’s FY2024 10-K report will be published, which creates room for possible new bad-looking headlines. This might just set off another bearish market wave if the communication approach between the management and investors remains the same.Additionally, the past precedent of delisting in 2019 due to accounting issues remains a concern. According to the official information from SMCI, the management is still unable to share the expected date of the 10-K filing, which increases risks of failing to comply with Nasdaq listing rules. However, I believe that the company's efforts to engage a new auditor will mitigate the risk. The completion of the Special Committee's investigation, which found no evidence of fraud or misconduct, is a positive step towards resolving this adverse situation.ConclusionAs an investor, I prefer to set emotions aside and focus on the facts. A company that has faces intense public scrutiny is almost certainly not going to play along with its accounting books. This factor makes the recent preliminary FQ1 2025 earnings release is a reliable informational tool. I am also extremely skeptical that Nvidia, AMD, or Intel would continue supporting SMCI as a crucial technological partner if there was really something wrong with it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335371181715624,"gmtCreate":1722907572965,"gmtModify":1722907576438,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"How about some new news?","listText":"How about some new news?","text":"How about some new news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335371181715624","repostId":"1154406330","repostType":2,"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334136365334664,"gmtCreate":1722609558836,"gmtModify":1722609562722,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"the whole US market is in fact overhyped. China, India and Japan the best to put your money.","listText":"the whole US market is in fact overhyped. China, India and Japan the best to put your money.","text":"the whole US market is in fact overhyped. China, India and Japan the best to put your money.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334136365334664","repostId":"2456286685","repostType":2,"repost":{"id":"2456286685","kind":"highlight","pubTimestamp":1722609000,"share":"https://ttm.financial/m/news/2456286685?lang=&edition=fundamental","pubTime":"2024-08-02 22:30","market":"us","language":"en","title":"Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management","url":"https://stock-news.laohu8.com/highlight/detail?id=2456286685","media":"Seeking Alpha","summary":"Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, Ell","content":"<html><head></head><body><p style=\"text-align: left;\">Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.</p><p style=\"text-align: left;\">In a letter to its clients published by The Financial Times, Elliott Management said that the technology mega-caps, such as Nidia, are in a “bubble land” and that the hedge fund is skeptical that these companies will continue to purchase Nvidia’s (NVDA) graphic processing units in such huge volumes.</p><p style=\"text-align: left;\">Elliot said that many AI applications are not ready for “prime time” and that many of the expected uses are “never going to be cost-efficient; are never going to actually work right” and that they “will take up too much energy or will prove to be untrustworthy.”</p><p style=\"text-align: left;\">The chipmaker stocks have suffered some losses due to concerns about heavy -- tens of billions of dollars -- AI spending for infrastructure.</p><p style=\"text-align: left;\">Nvidia Corp. is down 4.8% today so far, after a 110% year-to-date gain. The stock is also down 9.23% from a month ago. Nvidia briefly became the world&#39;s largest company with a market cap of more than $3.3T.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management</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 Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-02 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, ...</p>\n\n<a href=\"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4551":"寇图资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4548":"巴美列捷福持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4529":"IDC概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4585":"ETF&股票定投概念","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4587":"ChatGPT概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4141":"半导体产品","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4503":"景林资产持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2456286685","content_text":"Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, Elliott Management said that the technology mega-caps, such as Nidia, are in a “bubble land” and that the hedge fund is skeptical that these companies will continue to purchase Nvidia’s (NVDA) graphic processing units in such huge volumes.Elliot said that many AI applications are not ready for “prime time” and that many of the expected uses are “never going to be cost-efficient; are never going to actually work right” and that they “will take up too much energy or will prove to be untrustworthy.”The chipmaker stocks have suffered some losses due to concerns about heavy -- tens of billions of dollars -- AI spending for infrastructure.Nvidia Corp. is down 4.8% today so far, after a 110% year-to-date gain. The stock is also down 9.23% from a month ago. Nvidia briefly became the world's largest company with a market cap of more than $3.3T.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333371247706232,"gmtCreate":1722431824360,"gmtModify":1722431829602,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>&nbsp; See you at $150. Cut first to buy lower.","listText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>&nbsp; See you at $150. Cut first to buy lower.","text":"$CrowdStrike Holdings, Inc.(CRWD)$ See you at $150. Cut first to buy lower.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333371247706232","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324252131053576,"gmtCreate":1720192470039,"gmtModify":1720192592100,"author":{"id":"3575853696180451","authorId":"3575853696180451","name":"PY07","avatar":"https://community-static.tradeup.com/news/d210b362dee2c0853a42002ab27c8017","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575853696180451","authorIdStr":"3575853696180451"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDL 20240705 61.0 CALL\">$NVDL 20240705 61.0 CALL$</a>[Wow]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NVDL 20240705 61.0 CALL\">$NVDL 20240705 61.0 CALL$</a>[Wow]&nbsp;&nbsp;","text":"$NVDL 20240705 61.0 CALL$[Wow]","images":[{"img":"https://community-static.tradeup.com/news/60ca4da3359c5cbafe34aa6a09b9e56f","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324252131053576","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}