Marcooseee personal page - To The Moon

Marcooseee

Marcooseee

No personal profile

11Follow

2Followers

0Topic

0Badge

2021-08-27

$Support.com(SPRT)$please stop halting. There is no way the shorts are gonna win this one

10-29

$Recursion Pharmaceuticals, Inc.(RXRX)$ weee

2021-07-27

Should look into this

Sorry, the original content has been removed

2021-08-16

$Support.com(SPRT)$Lets goooo

2021-04-28

Lit

Sorry, the original content has been removed

2021-08-20

$Support.com(SPRT)$Hold on guysss dont panic sell!!!!! GODSPEED U RETARDS

2021-07-27

Oh no

Sorry, the original content has been removed

10-14

$Spectral AI Inc.(MDAI)$ lets go ITS ABOUT TIME FOR THIS ROCKET TO BLAST OFF

10-14

FUD generating posts [LOL]

The Biggest Problem With Nvidia's Stock That Everyone Is Missing

2021-04-28

Fufu

3 Stocks Warren Buffett Would Love

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3576206717161677","uuid":"3576206717161677","gmtCreate":1613112693997,"gmtModify":1613365881129,"name":"Marcooseee","pinyin":"marcooseee","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":11,"tweetSize":10,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.10","exceedPercentage":"93.29%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.16","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.68%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":5,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":365210897481752,"gmtCreate":1730206422683,"gmtModify":1730206426454,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$ </a> weee","listText":"<a href=\"https://ttm.financial/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$ </a> weee","text":"$Recursion Pharmaceuticals, Inc.(RXRX)$ weee","images":[{"img":"https://community-static.tradeup.com/news/a948a99cccde865c08df5938cc41de34","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/365210897481752","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"It's wonderful to see your investments flourishing. Your focus on value investing is a winning strategy. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"It's wonderful to see your investments flourishing. Your focus on value investing is a winning strategy. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"It's wonderful to see your investments flourishing. Your focus on value investing is a winning strategy. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":360002731524304,"gmtCreate":1728919171840,"gmtModify":1728919280467,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MDAI\">$Spectral AI Inc.(MDAI)$ </a> lets go ITS ABOUT TIME FOR THIS ROCKET TO BLAST OFF","listText":"<a href=\"https://ttm.financial/S/MDAI\">$Spectral AI Inc.(MDAI)$ </a> lets go ITS ABOUT TIME FOR THIS ROCKET TO BLAST OFF","text":"$Spectral AI Inc.(MDAI)$ lets go ITS ABOUT TIME FOR THIS ROCKET TO BLAST OFF","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360002731524304","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359982103593144,"gmtCreate":1728894259001,"gmtModify":1728894262803,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"FUD generating posts&nbsp;[LOL]&nbsp;&nbsp;","listText":"FUD generating posts&nbsp;[LOL]&nbsp;&nbsp;","text":"FUD generating posts [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359982103593144","repostId":"2475499088","repostType":2,"repost":{"id":"2475499088","kind":"highlight","pubTimestamp":1728814500,"share":"https://ttm.financial/m/news/2475499088?lang=&edition=fundamental","pubTime":"2024-10-13 18:15","market":"hk","language":"en","title":"The Biggest Problem With Nvidia's Stock That Everyone Is Missing","url":"https://stock-news.laohu8.com/highlight/detail?id=2475499088","media":"seekingalpha","summary":"Nvidia's high valuation faces risk as growth slows, similar to Tesla's past stock performance despite strong revenue growth.The stock's sales multiple is contracting due to slowing sales growth, impac","content":"<html><body><ul><li>Nvidia's high valuation faces risk as growth slows, similar to Tesla's past stock performance despite strong revenue growth.</li><li>The stock's sales multiple is contracting due to slowing sales growth, impacting Nvidia's ability to maintain its high market cap.</li><li>Analysts' price targets may be unrealistic without either multiple expansion or significant revenue upgrades, which seems unlikely given current trends.</li><li>Future stock performance hinges on Nvidia exceeding lofty expectations amid slowing growth, making current valuations challenging to justify.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>BING-JHEN HONG</p></figcaption></figure></p> <p>While Nvidia (<span>NASDAQ:NVDA</span>) remains all the rage these days, with investors hoping to see continued strong growth and soaring revenue with the release of its news Blackwell GPU, most investors forget the most critical piece of a stock<span> price: what the market is willing to pay for it.</span></p> <p>Tesla (TSLA) is a perfect example. Despite massive revenue growth, its stock price has fallen sharply from its peak because its growth rate slowed. This led to lower valuations as the market became less willing to pay high multiples.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-17287451199564283.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <h2>High Valuation Faces Slowing Growth</h2> <p>Nvidia faces a similar risk as the production cycle matures. Because the market has assigned such a high valuation to the stock, it is highly probable that, over time, growth slows the sales multiple contracts.</p> <p>Many investors today tend to think that things like fundamentals do not matter. On a day-to-day basis, they do not. But over more extended time frames, they do tend to matter. Tesla has been a prime example of this, and Nvidia could face a similar fate.</p> <h2>Revenue Is Just A Number</h2> <p>The expected revenue outlook isn't currently driving the stock price. Plenty of companies in the S&amp;P 500 are projected to have revenue of about $200 billion per year, yet not all have a roughly $3 trillion market cap.</p> <p>Ultimately, what makes Nvidia worth $3 trillion is the amount investors are willing to pay for that revenue—currently, based on sales estimates over the next twelve months, the stock trades at roughly 20 times sales. This multiple is lower than what investors were willing to pay in August when it was almost 22, and June when it was around 24. So, one reason the stock hasn't advanced since June despite some positive news and hopes of higher revenue growth is that the sales multiple is starting to contract.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-17287420509282055.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <h2>The Growth Rate Drives The Valuation</h2> <p>The sales multiple is starting to contract because the sales growth rate appears to be slowing. We have seen this time and time again in this stock over time. It happened in 2018 and 2021, even going back to the mid-2000s. Historically, when the sales growth rate has increased, the price-to-sales multiple has expanded, and when the growth rate slows, the multiple contracts.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-17287423272983592.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>Based on current analysts' estimates, growth is expected to slow dramatically in the coming quarters, which would likely suggest that sales multiples will continue to contract over time. Therefore, even if the company reaches all of the targets that analysts have laid out for futures and sales estimates are active, the stock price may not only not rise but could even decline.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-1728742440154051.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>The revenue growth rate must accelerate for the stock price to continue rising. This will allow the multiple to grow again and, more importantly, drive higher revenue targets. But what has been happening is that revenue revisions on a rolling 30-day basis have been seeing positive revisions slow, and as a result, the growth rate in those revisions is falling.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-17287429848378944.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>More importantly, the stock price fluctuates with the rolling 30-day sales estimates changes. The sales multiple is falling because the change in those sales estimates is slowing. Despite the positive revisions, the stock price has been moving sideways because the positive revisions aren't enough to lift the growth rate presently.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-172874318210379.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>However, as we continue to move forward, sales growth slows further, and the revisions potentially become smaller simply due to the law of large numbers; the rising sales estimates will no longer offset the contraction in the multiple.</p> <h2>Analysts Expectations Seem Misaligned</h2> <p>Analysts have a 12-month price target on the stock of about $148 per share, an increase in value of about 10% of its current price, implying that the stock's market cap will rise to around $3.6 trillion from its current $3.3 trillion. However, analysts estimate show revenue rising to around $164 billion, but at its current sales multiple of 20.2, to reach that valuation, the multiple would need to expand to around 22, or the company would need revenue to climb to $178 billion, or about 9% higher than current estimates.</p> <p>With this price target, it isn't clear if analysts are expecting the multiple to expand or forecast revenue upgrades.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-17287465557996092.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>It is possible that there could be an upside to analysts' current revenue estimates. After all, Nvidia has consistently beaten analysts' forecasts over the past number of quarters and then raised future guidance. But even the beat rate has been slowing in recent quarters, which is something else that will affect future valuations.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-1728745881284706.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>Plus, with a slowing growth rate, it isn't clear that the price-to-sales multiple should be expanding now; the more likely case is that it should be contracting. For the stock to achieve the path analysts have laid out, Nvidia must exceed those estimates.</p> <p>It is also noticeable that shifts in valuation occur around earnings releases, which again is a sign that the market is using the company's guidance and results to plot a path for its projected growth rate. That would mean the next opportunity for a change in the stock's valuation may come in November. If the beat rate were to slow again, and revisions that followed resulted in a lower revision rate, it would strengthen the case for a lower multiple on the stock.</p> <p>It is quite possible that even if the company achieves all of the lofty expectations that have been placed on it due to its recent success, the stock may struggle to rise from its current levels. Not because it has fallen short or because the business isn't good, but simply because the growth rate is slowing from a very high level, resulting in a lower valuation.</p> <p>This means that to be a buyer of Nvidia at current valuations implies that you think the company will be able to meet expectations and, more importantly, exceed them.</p> <div></div> <p>It is not an easy game.</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>The Biggest Problem With Nvidia's Stock That Everyone Is Missing</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\">\nThe Biggest Problem With Nvidia's Stock That Everyone Is Missing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-13 18:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4726425-nvidia-stock-biggest-problem-everyone-missing><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's high valuation faces risk as growth slows, similar to Tesla's past stock performance despite strong revenue growth.The stock's sales multiple is contracting due to slowing sales growth, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4726425-nvidia-stock-biggest-problem-everyone-missing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4587":"ChatGPT概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4550":"红杉资本持仓","BK4141":"半导体产品","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","2NVD.UK":"2X NVIDIA ETP","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4551":"寇图资本持仓","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","L":"洛斯公司","BK4549":"软银资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4534":"瑞士信贷持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4529":"IDC概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4567":"ESG概念","NVDA":"英伟达","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc"},"source_url":"https://seekingalpha.com/article/4726425-nvidia-stock-biggest-problem-everyone-missing","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2475499088","content_text":"Nvidia's high valuation faces risk as growth slows, similar to Tesla's past stock performance despite strong revenue growth.The stock's sales multiple is contracting due to slowing sales growth, impacting Nvidia's ability to maintain its high market cap.Analysts' price targets may be unrealistic without either multiple expansion or significant revenue upgrades, which seems unlikely given current trends.Future stock performance hinges on Nvidia exceeding lofty expectations amid slowing growth, making current valuations challenging to justify.   BING-JHEN HONG While Nvidia (NASDAQ:NVDA) remains all the rage these days, with investors hoping to see continued strong growth and soaring revenue with the release of its news Blackwell GPU, most investors forget the most critical piece of a stock price: what the market is willing to pay for it. Tesla (TSLA) is a perfect example. Despite massive revenue growth, its stock price has fallen sharply from its peak because its growth rate slowed. This led to lower valuations as the market became less willing to pay high multiples.   Bloomberg High Valuation Faces Slowing Growth Nvidia faces a similar risk as the production cycle matures. Because the market has assigned such a high valuation to the stock, it is highly probable that, over time, growth slows the sales multiple contracts. Many investors today tend to think that things like fundamentals do not matter. On a day-to-day basis, they do not. But over more extended time frames, they do tend to matter. Tesla has been a prime example of this, and Nvidia could face a similar fate. Revenue Is Just A Number The expected revenue outlook isn't currently driving the stock price. Plenty of companies in the S&P 500 are projected to have revenue of about $200 billion per year, yet not all have a roughly $3 trillion market cap. Ultimately, what makes Nvidia worth $3 trillion is the amount investors are willing to pay for that revenue—currently, based on sales estimates over the next twelve months, the stock trades at roughly 20 times sales. This multiple is lower than what investors were willing to pay in August when it was almost 22, and June when it was around 24. So, one reason the stock hasn't advanced since June despite some positive news and hopes of higher revenue growth is that the sales multiple is starting to contract.   Bloomberg The Growth Rate Drives The Valuation The sales multiple is starting to contract because the sales growth rate appears to be slowing. We have seen this time and time again in this stock over time. It happened in 2018 and 2021, even going back to the mid-2000s. Historically, when the sales growth rate has increased, the price-to-sales multiple has expanded, and when the growth rate slows, the multiple contracts.   Bloomberg Based on current analysts' estimates, growth is expected to slow dramatically in the coming quarters, which would likely suggest that sales multiples will continue to contract over time. Therefore, even if the company reaches all of the targets that analysts have laid out for futures and sales estimates are active, the stock price may not only not rise but could even decline.   Bloomberg The revenue growth rate must accelerate for the stock price to continue rising. This will allow the multiple to grow again and, more importantly, drive higher revenue targets. But what has been happening is that revenue revisions on a rolling 30-day basis have been seeing positive revisions slow, and as a result, the growth rate in those revisions is falling.   Bloomberg More importantly, the stock price fluctuates with the rolling 30-day sales estimates changes. The sales multiple is falling because the change in those sales estimates is slowing. Despite the positive revisions, the stock price has been moving sideways because the positive revisions aren't enough to lift the growth rate presently.   Bloomberg However, as we continue to move forward, sales growth slows further, and the revisions potentially become smaller simply due to the law of large numbers; the rising sales estimates will no longer offset the contraction in the multiple. Analysts Expectations Seem Misaligned Analysts have a 12-month price target on the stock of about $148 per share, an increase in value of about 10% of its current price, implying that the stock's market cap will rise to around $3.6 trillion from its current $3.3 trillion. However, analysts estimate show revenue rising to around $164 billion, but at its current sales multiple of 20.2, to reach that valuation, the multiple would need to expand to around 22, or the company would need revenue to climb to $178 billion, or about 9% higher than current estimates. With this price target, it isn't clear if analysts are expecting the multiple to expand or forecast revenue upgrades.   Bloomberg It is possible that there could be an upside to analysts' current revenue estimates. After all, Nvidia has consistently beaten analysts' forecasts over the past number of quarters and then raised future guidance. But even the beat rate has been slowing in recent quarters, which is something else that will affect future valuations.   Bloomberg Plus, with a slowing growth rate, it isn't clear that the price-to-sales multiple should be expanding now; the more likely case is that it should be contracting. For the stock to achieve the path analysts have laid out, Nvidia must exceed those estimates. It is also noticeable that shifts in valuation occur around earnings releases, which again is a sign that the market is using the company's guidance and results to plot a path for its projected growth rate. That would mean the next opportunity for a change in the stock's valuation may come in November. If the beat rate were to slow again, and revisions that followed resulted in a lower revision rate, it would strengthen the case for a lower multiple on the stock. It is quite possible that even if the company achieves all of the lofty expectations that have been placed on it due to its recent success, the stock may struggle to rise from its current levels. Not because it has fallen short or because the business isn't good, but simply because the growth rate is slowing from a very high level, resulting in a lower valuation. This means that to be a buyer of Nvidia at current valuations implies that you think the company will be able to meet expectations and, more importantly, exceed them.  It is not an easy game.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819514073,"gmtCreate":1630076892492,"gmtModify":1676530219436,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>please stop halting. There is no way the shorts are gonna win this one","listText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>please stop halting. There is no way the shorts are gonna win this one","text":"$Support.com(SPRT)$please stop halting. There is no way the shorts are gonna win this one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819514073","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836871598,"gmtCreate":1629472330514,"gmtModify":1676530053752,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>Hold on guysss dont panic sell!!!!! GODSPEED U RETARDS","listText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>Hold on guysss dont panic sell!!!!! GODSPEED U RETARDS","text":"$Support.com(SPRT)$Hold on guysss dont panic sell!!!!! GODSPEED U RETARDS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836871598","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839364641,"gmtCreate":1629122882983,"gmtModify":1676529938160,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>Lets goooo","listText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>Lets goooo","text":"$Support.com(SPRT)$Lets goooo","images":[{"img":"https://static.tigerbbs.com/25402432ed7d1003280f174d0ea615d6","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839364641","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":809750547,"gmtCreate":1627394064389,"gmtModify":1703489072258,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809750547","repostId":"1142426532","repostType":4,"repost":{"id":"1142426532","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":1627393073,"share":"https://ttm.financial/m/news/1142426532?lang=&edition=fundamental","pubTime":"2021-07-27 21:37","market":"us","language":"en","title":"EV Stocks dipped in Tuesday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1142426532","media":"Tiger Newspress","summary":"EV Stocks dipped in Tuesday morning trading.Xpeng Motors fell 3%,Nio and Li Auto fell 2%,Tesla fell ","content":"<p>EV Stocks dipped in Tuesday morning trading.Xpeng Motors&nbsp;fell&nbsp;3%,Nio&nbsp;and Li Auto&nbsp;fell&nbsp;2%,Tesla&nbsp;fell&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/a7f4e0f36f492799e5e63a0d3ecf9b75\" tg-width=\"380\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks dipped in Tuesday morning trading</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\">\nEV Stocks dipped in Tuesday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-27 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV Stocks dipped in Tuesday morning trading.Xpeng Motors&nbsp;fell&nbsp;3%,Nio&nbsp;and Li Auto&nbsp;fell&nbsp;2%,Tesla&nbsp;fell&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/a7f4e0f36f492799e5e63a0d3ecf9b75\" tg-width=\"380\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIU":"小牛电动","NIO":"蔚来","FFIE":"Faraday Future","NKLA":"Nikola Corporation","LCID":"Lucid Group Inc","LI":"理想汽车","TSLA":"特斯拉","FSR":"菲斯克"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142426532","content_text":"EV Stocks dipped in Tuesday morning trading.Xpeng Motors fell 3%,Nio and Li Auto fell 2%,Tesla fell 1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809727795,"gmtCreate":1627394041917,"gmtModify":1703489071289,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"Should look into this","listText":"Should look into this","text":"Should look into this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/809727795","repostId":"1112531605","repostType":4,"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100566131,"gmtCreate":1619622212623,"gmtModify":1704727009807,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"Fufu","listText":"Fufu","text":"Fufu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100566131","repostId":"1194883009","repostType":4,"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100568494,"gmtCreate":1619622189318,"gmtModify":1704727010779,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"Lit","listText":"Lit","text":"Lit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100568494","repostId":"1179396069","repostType":4,"repost":{"id":"1179396069","kind":"news","pubTimestamp":1619573853,"share":"https://ttm.financial/m/news/1179396069?lang=&edition=fundamental","pubTime":"2021-04-28 09:37","market":"us","language":"en","title":"Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p>\n<p>The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p>\n<p>That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p>\n<p>Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p>\n<p>Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p>\n<p>As always, the quarter is about more than just earnings.</p>\n<p>For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p>\n<p>Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p>\n<p>“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p>\n<p>And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p>\n<p>That would certainly qualify as a job well done.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.\nThat would certainly qualify as a job well done.","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":819514073,"gmtCreate":1630076892492,"gmtModify":1676530219436,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>please stop halting. There is no way the shorts are gonna win this one","listText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>please stop halting. There is no way the shorts are gonna win this one","text":"$Support.com(SPRT)$please stop halting. There is no way the shorts are gonna win this one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819514073","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365210897481752,"gmtCreate":1730206422683,"gmtModify":1730206426454,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$ </a> weee","listText":"<a href=\"https://ttm.financial/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$ </a> weee","text":"$Recursion Pharmaceuticals, Inc.(RXRX)$ weee","images":[{"img":"https://community-static.tradeup.com/news/a948a99cccde865c08df5938cc41de34","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/365210897481752","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"It's wonderful to see your investments flourishing. Your focus on value investing is a winning strategy. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"It's wonderful to see your investments flourishing. Your focus on value investing is a winning strategy. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"It's wonderful to see your investments flourishing. Your focus on value investing is a winning strategy. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":809727795,"gmtCreate":1627394041917,"gmtModify":1703489071289,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"Should look into this","listText":"Should look into this","text":"Should look into this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/809727795","repostId":"1112531605","repostType":4,"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839364641,"gmtCreate":1629122882983,"gmtModify":1676529938160,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>Lets goooo","listText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>Lets goooo","text":"$Support.com(SPRT)$Lets goooo","images":[{"img":"https://static.tigerbbs.com/25402432ed7d1003280f174d0ea615d6","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839364641","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":100568494,"gmtCreate":1619622189318,"gmtModify":1704727010779,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"Lit","listText":"Lit","text":"Lit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100568494","repostId":"1179396069","repostType":4,"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836871598,"gmtCreate":1629472330514,"gmtModify":1676530053752,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>Hold on guysss dont panic sell!!!!! GODSPEED U RETARDS","listText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>Hold on guysss dont panic sell!!!!! GODSPEED U RETARDS","text":"$Support.com(SPRT)$Hold on guysss dont panic sell!!!!! GODSPEED U RETARDS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836871598","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809750547,"gmtCreate":1627394064389,"gmtModify":1703489072258,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809750547","repostId":"1142426532","repostType":4,"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360002731524304,"gmtCreate":1728919171840,"gmtModify":1728919280467,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MDAI\">$Spectral AI Inc.(MDAI)$ </a> lets go ITS ABOUT TIME FOR THIS ROCKET TO BLAST OFF","listText":"<a href=\"https://ttm.financial/S/MDAI\">$Spectral AI Inc.(MDAI)$ </a> lets go ITS ABOUT TIME FOR THIS ROCKET TO BLAST OFF","text":"$Spectral AI Inc.(MDAI)$ lets go ITS ABOUT TIME FOR THIS ROCKET TO BLAST OFF","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360002731524304","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359982103593144,"gmtCreate":1728894259001,"gmtModify":1728894262803,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"FUD generating posts&nbsp;[LOL]&nbsp;&nbsp;","listText":"FUD generating posts&nbsp;[LOL]&nbsp;&nbsp;","text":"FUD generating posts [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359982103593144","repostId":"2475499088","repostType":2,"repost":{"id":"2475499088","kind":"highlight","pubTimestamp":1728814500,"share":"https://ttm.financial/m/news/2475499088?lang=&edition=fundamental","pubTime":"2024-10-13 18:15","market":"hk","language":"en","title":"The Biggest Problem With Nvidia's Stock That Everyone Is Missing","url":"https://stock-news.laohu8.com/highlight/detail?id=2475499088","media":"seekingalpha","summary":"Nvidia's high valuation faces risk as growth slows, similar to Tesla's past stock performance despite strong revenue growth.The stock's sales multiple is contracting due to slowing sales growth, impac","content":"<html><body><ul><li>Nvidia's high valuation faces risk as growth slows, similar to Tesla's past stock performance despite strong revenue growth.</li><li>The stock's sales multiple is contracting due to slowing sales growth, impacting Nvidia's ability to maintain its high market cap.</li><li>Analysts' price targets may be unrealistic without either multiple expansion or significant revenue upgrades, which seems unlikely given current trends.</li><li>Future stock performance hinges on Nvidia exceeding lofty expectations amid slowing growth, making current valuations challenging to justify.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>BING-JHEN HONG</p></figcaption></figure></p> <p>While Nvidia (<span>NASDAQ:NVDA</span>) remains all the rage these days, with investors hoping to see continued strong growth and soaring revenue with the release of its news Blackwell GPU, most investors forget the most critical piece of a stock<span> price: what the market is willing to pay for it.</span></p> <p>Tesla (TSLA) is a perfect example. Despite massive revenue growth, its stock price has fallen sharply from its peak because its growth rate slowed. This led to lower valuations as the market became less willing to pay high multiples.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-17287451199564283.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <h2>High Valuation Faces Slowing Growth</h2> <p>Nvidia faces a similar risk as the production cycle matures. Because the market has assigned such a high valuation to the stock, it is highly probable that, over time, growth slows the sales multiple contracts.</p> <p>Many investors today tend to think that things like fundamentals do not matter. On a day-to-day basis, they do not. But over more extended time frames, they do tend to matter. Tesla has been a prime example of this, and Nvidia could face a similar fate.</p> <h2>Revenue Is Just A Number</h2> <p>The expected revenue outlook isn't currently driving the stock price. Plenty of companies in the S&amp;P 500 are projected to have revenue of about $200 billion per year, yet not all have a roughly $3 trillion market cap.</p> <p>Ultimately, what makes Nvidia worth $3 trillion is the amount investors are willing to pay for that revenue—currently, based on sales estimates over the next twelve months, the stock trades at roughly 20 times sales. This multiple is lower than what investors were willing to pay in August when it was almost 22, and June when it was around 24. So, one reason the stock hasn't advanced since June despite some positive news and hopes of higher revenue growth is that the sales multiple is starting to contract.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-17287420509282055.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <h2>The Growth Rate Drives The Valuation</h2> <p>The sales multiple is starting to contract because the sales growth rate appears to be slowing. We have seen this time and time again in this stock over time. It happened in 2018 and 2021, even going back to the mid-2000s. Historically, when the sales growth rate has increased, the price-to-sales multiple has expanded, and when the growth rate slows, the multiple contracts.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-17287423272983592.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>Based on current analysts' estimates, growth is expected to slow dramatically in the coming quarters, which would likely suggest that sales multiples will continue to contract over time. Therefore, even if the company reaches all of the targets that analysts have laid out for futures and sales estimates are active, the stock price may not only not rise but could even decline.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-1728742440154051.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>The revenue growth rate must accelerate for the stock price to continue rising. This will allow the multiple to grow again and, more importantly, drive higher revenue targets. But what has been happening is that revenue revisions on a rolling 30-day basis have been seeing positive revisions slow, and as a result, the growth rate in those revisions is falling.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-17287429848378944.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>More importantly, the stock price fluctuates with the rolling 30-day sales estimates changes. The sales multiple is falling because the change in those sales estimates is slowing. Despite the positive revisions, the stock price has been moving sideways because the positive revisions aren't enough to lift the growth rate presently.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-172874318210379.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>However, as we continue to move forward, sales growth slows further, and the revisions potentially become smaller simply due to the law of large numbers; the rising sales estimates will no longer offset the contraction in the multiple.</p> <h2>Analysts Expectations Seem Misaligned</h2> <p>Analysts have a 12-month price target on the stock of about $148 per share, an increase in value of about 10% of its current price, implying that the stock's market cap will rise to around $3.6 trillion from its current $3.3 trillion. However, analysts estimate show revenue rising to around $164 billion, but at its current sales multiple of 20.2, to reach that valuation, the multiple would need to expand to around 22, or the company would need revenue to climb to $178 billion, or about 9% higher than current estimates.</p> <p>With this price target, it isn't clear if analysts are expecting the multiple to expand or forecast revenue upgrades.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-17287465557996092.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>It is possible that there could be an upside to analysts' current revenue estimates. After all, Nvidia has consistently beaten analysts' forecasts over the past number of quarters and then raised future guidance. But even the beat rate has been slowing in recent quarters, which is something else that will affect future valuations.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-1728745881284706.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>Plus, with a slowing growth rate, it isn't clear that the price-to-sales multiple should be expanding now; the more likely case is that it should be contracting. For the stock to achieve the path analysts have laid out, Nvidia must exceed those estimates.</p> <p>It is also noticeable that shifts in valuation occur around earnings releases, which again is a sign that the market is using the company's guidance and results to plot a path for its projected growth rate. That would mean the next opportunity for a change in the stock's valuation may come in November. If the beat rate were to slow again, and revisions that followed resulted in a lower revision rate, it would strengthen the case for a lower multiple on the stock.</p> <p>It is quite possible that even if the company achieves all of the lofty expectations that have been placed on it due to its recent success, the stock may struggle to rise from its current levels. Not because it has fallen short or because the business isn't good, but simply because the growth rate is slowing from a very high level, resulting in a lower valuation.</p> <p>This means that to be a buyer of Nvidia at current valuations implies that you think the company will be able to meet expectations and, more importantly, exceed them.</p> <div></div> <p>It is not an easy game.</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>The Biggest Problem With Nvidia's Stock That Everyone Is Missing</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\">\nThe Biggest Problem With Nvidia's Stock That Everyone Is Missing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-13 18:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4726425-nvidia-stock-biggest-problem-everyone-missing><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's high valuation faces risk as growth slows, similar to Tesla's past stock performance despite strong revenue growth.The stock's sales multiple is contracting due to slowing sales growth, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4726425-nvidia-stock-biggest-problem-everyone-missing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4587":"ChatGPT概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4550":"红杉资本持仓","BK4141":"半导体产品","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","2NVD.UK":"2X NVIDIA ETP","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4551":"寇图资本持仓","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","L":"洛斯公司","BK4549":"软银资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4534":"瑞士信贷持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4529":"IDC概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4567":"ESG概念","NVDA":"英伟达","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc"},"source_url":"https://seekingalpha.com/article/4726425-nvidia-stock-biggest-problem-everyone-missing","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2475499088","content_text":"Nvidia's high valuation faces risk as growth slows, similar to Tesla's past stock performance despite strong revenue growth.The stock's sales multiple is contracting due to slowing sales growth, impacting Nvidia's ability to maintain its high market cap.Analysts' price targets may be unrealistic without either multiple expansion or significant revenue upgrades, which seems unlikely given current trends.Future stock performance hinges on Nvidia exceeding lofty expectations amid slowing growth, making current valuations challenging to justify.   BING-JHEN HONG While Nvidia (NASDAQ:NVDA) remains all the rage these days, with investors hoping to see continued strong growth and soaring revenue with the release of its news Blackwell GPU, most investors forget the most critical piece of a stock price: what the market is willing to pay for it. Tesla (TSLA) is a perfect example. Despite massive revenue growth, its stock price has fallen sharply from its peak because its growth rate slowed. This led to lower valuations as the market became less willing to pay high multiples.   Bloomberg High Valuation Faces Slowing Growth Nvidia faces a similar risk as the production cycle matures. Because the market has assigned such a high valuation to the stock, it is highly probable that, over time, growth slows the sales multiple contracts. Many investors today tend to think that things like fundamentals do not matter. On a day-to-day basis, they do not. But over more extended time frames, they do tend to matter. Tesla has been a prime example of this, and Nvidia could face a similar fate. Revenue Is Just A Number The expected revenue outlook isn't currently driving the stock price. Plenty of companies in the S&P 500 are projected to have revenue of about $200 billion per year, yet not all have a roughly $3 trillion market cap. Ultimately, what makes Nvidia worth $3 trillion is the amount investors are willing to pay for that revenue—currently, based on sales estimates over the next twelve months, the stock trades at roughly 20 times sales. This multiple is lower than what investors were willing to pay in August when it was almost 22, and June when it was around 24. So, one reason the stock hasn't advanced since June despite some positive news and hopes of higher revenue growth is that the sales multiple is starting to contract.   Bloomberg The Growth Rate Drives The Valuation The sales multiple is starting to contract because the sales growth rate appears to be slowing. We have seen this time and time again in this stock over time. It happened in 2018 and 2021, even going back to the mid-2000s. Historically, when the sales growth rate has increased, the price-to-sales multiple has expanded, and when the growth rate slows, the multiple contracts.   Bloomberg Based on current analysts' estimates, growth is expected to slow dramatically in the coming quarters, which would likely suggest that sales multiples will continue to contract over time. Therefore, even if the company reaches all of the targets that analysts have laid out for futures and sales estimates are active, the stock price may not only not rise but could even decline.   Bloomberg The revenue growth rate must accelerate for the stock price to continue rising. This will allow the multiple to grow again and, more importantly, drive higher revenue targets. But what has been happening is that revenue revisions on a rolling 30-day basis have been seeing positive revisions slow, and as a result, the growth rate in those revisions is falling.   Bloomberg More importantly, the stock price fluctuates with the rolling 30-day sales estimates changes. The sales multiple is falling because the change in those sales estimates is slowing. Despite the positive revisions, the stock price has been moving sideways because the positive revisions aren't enough to lift the growth rate presently.   Bloomberg However, as we continue to move forward, sales growth slows further, and the revisions potentially become smaller simply due to the law of large numbers; the rising sales estimates will no longer offset the contraction in the multiple. Analysts Expectations Seem Misaligned Analysts have a 12-month price target on the stock of about $148 per share, an increase in value of about 10% of its current price, implying that the stock's market cap will rise to around $3.6 trillion from its current $3.3 trillion. However, analysts estimate show revenue rising to around $164 billion, but at its current sales multiple of 20.2, to reach that valuation, the multiple would need to expand to around 22, or the company would need revenue to climb to $178 billion, or about 9% higher than current estimates. With this price target, it isn't clear if analysts are expecting the multiple to expand or forecast revenue upgrades.   Bloomberg It is possible that there could be an upside to analysts' current revenue estimates. After all, Nvidia has consistently beaten analysts' forecasts over the past number of quarters and then raised future guidance. But even the beat rate has been slowing in recent quarters, which is something else that will affect future valuations.   Bloomberg Plus, with a slowing growth rate, it isn't clear that the price-to-sales multiple should be expanding now; the more likely case is that it should be contracting. For the stock to achieve the path analysts have laid out, Nvidia must exceed those estimates. It is also noticeable that shifts in valuation occur around earnings releases, which again is a sign that the market is using the company's guidance and results to plot a path for its projected growth rate. That would mean the next opportunity for a change in the stock's valuation may come in November. If the beat rate were to slow again, and revisions that followed resulted in a lower revision rate, it would strengthen the case for a lower multiple on the stock. It is quite possible that even if the company achieves all of the lofty expectations that have been placed on it due to its recent success, the stock may struggle to rise from its current levels. Not because it has fallen short or because the business isn't good, but simply because the growth rate is slowing from a very high level, resulting in a lower valuation. This means that to be a buyer of Nvidia at current valuations implies that you think the company will be able to meet expectations and, more importantly, exceed them.  It is not an easy game.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100566131,"gmtCreate":1619622212623,"gmtModify":1704727009807,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"Fufu","listText":"Fufu","text":"Fufu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100566131","repostId":"1194883009","repostType":4,"repost":{"id":"1194883009","kind":"news","pubTimestamp":1619620707,"share":"https://ttm.financial/m/news/1194883009?lang=&edition=fundamental","pubTime":"2021-04-28 22:38","market":"us","language":"en","title":"3 Stocks Warren Buffett Would Love","url":"https://stock-news.laohu8.com/highlight/detail?id=1194883009","media":"Motley Fool","summary":"Warren Buffett's investing style is well known. HisBerkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B)conglom","content":"<p>Warren Buffett's investing style is well known. His<b>Berkshire Hathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)conglomerate owns several operating businesses, and invests in shares of others. But there are several things they all have in common.</p>\n<p>Buffett doesn't chase the latest high-growth sector, or invest in technology he doesn't understand. He and his partner, Charlie Munger, look for moats in a business, the ability to generate a ton of cash, and steady recurring demand for its products. Each one of the three companies below has its own attraction, but all three make for investments Buffett would love.</p>\n<p><b>Avangrid: the best of both worlds</b></p>\n<p>It's no secret that Buffett likes the prospects of the utility sector. His company has 91% ownership in Berkshire Hathaway Energy (BHE), which Buffett called one of the conglomerate's four \"family jewels\" in his latest shareholder letter. The company is investing billions to upgrade transmission lines and other infrastructure partly to support distribution for growing renewable energy generation. The investments will go on for decades, Buffett says, and the entity doesn't pay dividends to funnel its earnings to this growth.</p>\n<p><b>Avangrid</b>(NYSE:AGR)is another utility that should be on Buffett's radar. It has a traditional gas and electric utility business, but also owns and operates a large, and growing, renewable energy business. It's a smaller and cheaper version of the more well-known<b>NextEra Energy</b>(NYSE:NEE). After Avangrid closes its merger with PNM Resources this year, it will have about 8 gigawatts (GW) of solar and wind generation. That's about one-third the size ofNextEra's renewables portfolio. But Avangrid plans to grow that to over 13 GW by 2025.</p>\n<p>Both Avangrid and NextEra offer investors stability from regulated utilities, along with the opportunity for growth from renewables. Avangrid is much smaller than NextEra, with amarket capof about $16 billion versus more than $150 billion for NextEra. It also trades at a lower valuation, with a forward price-to-earnings ratio in the low 20s.</p>\n<p>Avangrid's shares also give investors a higher dividend yield supported by the reliable utility segment. And the company expects to grow its earnings per share between 6% and 8% annually through 2025. There's a lot here for Buffett to like.</p>\n<p><b>Garmin: a cash machine</b></p>\n<p>Buffett has always shied away from technology companies, saying he likes to buy what he understands. But a fairly recent large position in<b>Apple</b>(NASDAQ:AAPL)bent that unwritten rule, and may have the investor feeling more comfortable with tech companies that focus on consumer products.<b>Garmin</b>(NASDAQ:GRMN)makes high-tech devices for outdoor enthusiasts including pilots, boaters, hikers, hunters, and runners. The company actually has a lot in common with Apple.</p>\n<p>Buffett loves companies that generate tons of cash that can be reinvested to grow the business. Apple certainly qualifies, and so does Garmin, which generated $387 million in free cash flow in the fourth quarter of 2020, and ended last year with about $3 billion in cash and marketable securities. The company's cash position equates to approximately 11% of its market cap. Apple's almost $200 billion of cash on its balance sheet makes up less than 9% of its market cap.</p>\n<p>Garmin isn't just building up a cash pile, either. Its quarterly cash flow more than covers a dividend that currently yields 1.75%, and the company continues to grow its research and development (R&amp;D) spending as new innovations help to expand revenue. In 2019, R&amp;D spending grew 6.75% versus the prior-year period, but that spending growth increased 16.25% in 2020. Garmin grew its overall revenue by 11% in 2020, the fifth consecutive year of sales growth. Management, which normally guides conservatively, believes 2021 will see revenue growing about 10%.</p>\n<p><b>Disney: a moat like no other</b></p>\n<p>If there's one thing Buffett might like more than cash itself, it is a moat for a business. That helps to ensure that growth and subsequent cash generation remain strong for years and decades.<b>Walt Disney</b>(NYSE:DIS)has a unique moat that is one of the strongest in the business world. And it is using that advantage to leverage itsnew fast-growing streaming-television offerings.</p>\n<p>Disney reported over 146 million paid subscribers for its Disney+, ESPN+, and Hulu streaming services as of Jan. 2, 2021. It has since announced that Disney+ surpassed 100 million subscribers. The company now sees peak operating losses for the new Disney+ service occurring this year, and profitability in fiscal 2024.</p>\n<p>And the benefits from cross-selling between Disney's media and entertainment distribution segment and its parks, experiences, and products segment is the definition of a moat. Recovery from the pandemic's effects in the travel, sports, and entertainment industries will benefit both groups of Disney's businesses for years to come. That, along with the value in the brand, is the type of business advantage that Buffett loves.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks Warren Buffett Would Love</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks Warren Buffett Would Love\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 22:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/28/3-stocks-warren-buffett-would-love/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett's investing style is well known. HisBerkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B)conglomerate owns several operating businesses, and invests in shares of others. But there are several ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/28/3-stocks-warren-buffett-would-love/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AGR":"Avangrid, Inc.","DIS":"迪士尼","GRMN":"佳明"},"source_url":"https://www.fool.com/investing/2021/04/28/3-stocks-warren-buffett-would-love/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194883009","content_text":"Warren Buffett's investing style is well known. HisBerkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B)conglomerate owns several operating businesses, and invests in shares of others. But there are several things they all have in common.\nBuffett doesn't chase the latest high-growth sector, or invest in technology he doesn't understand. He and his partner, Charlie Munger, look for moats in a business, the ability to generate a ton of cash, and steady recurring demand for its products. Each one of the three companies below has its own attraction, but all three make for investments Buffett would love.\nAvangrid: the best of both worlds\nIt's no secret that Buffett likes the prospects of the utility sector. His company has 91% ownership in Berkshire Hathaway Energy (BHE), which Buffett called one of the conglomerate's four \"family jewels\" in his latest shareholder letter. The company is investing billions to upgrade transmission lines and other infrastructure partly to support distribution for growing renewable energy generation. The investments will go on for decades, Buffett says, and the entity doesn't pay dividends to funnel its earnings to this growth.\nAvangrid(NYSE:AGR)is another utility that should be on Buffett's radar. It has a traditional gas and electric utility business, but also owns and operates a large, and growing, renewable energy business. It's a smaller and cheaper version of the more well-knownNextEra Energy(NYSE:NEE). After Avangrid closes its merger with PNM Resources this year, it will have about 8 gigawatts (GW) of solar and wind generation. That's about one-third the size ofNextEra's renewables portfolio. But Avangrid plans to grow that to over 13 GW by 2025.\nBoth Avangrid and NextEra offer investors stability from regulated utilities, along with the opportunity for growth from renewables. Avangrid is much smaller than NextEra, with amarket capof about $16 billion versus more than $150 billion for NextEra. It also trades at a lower valuation, with a forward price-to-earnings ratio in the low 20s.\nAvangrid's shares also give investors a higher dividend yield supported by the reliable utility segment. And the company expects to grow its earnings per share between 6% and 8% annually through 2025. There's a lot here for Buffett to like.\nGarmin: a cash machine\nBuffett has always shied away from technology companies, saying he likes to buy what he understands. But a fairly recent large position inApple(NASDAQ:AAPL)bent that unwritten rule, and may have the investor feeling more comfortable with tech companies that focus on consumer products.Garmin(NASDAQ:GRMN)makes high-tech devices for outdoor enthusiasts including pilots, boaters, hikers, hunters, and runners. The company actually has a lot in common with Apple.\nBuffett loves companies that generate tons of cash that can be reinvested to grow the business. Apple certainly qualifies, and so does Garmin, which generated $387 million in free cash flow in the fourth quarter of 2020, and ended last year with about $3 billion in cash and marketable securities. The company's cash position equates to approximately 11% of its market cap. Apple's almost $200 billion of cash on its balance sheet makes up less than 9% of its market cap.\nGarmin isn't just building up a cash pile, either. Its quarterly cash flow more than covers a dividend that currently yields 1.75%, and the company continues to grow its research and development (R&D) spending as new innovations help to expand revenue. In 2019, R&D spending grew 6.75% versus the prior-year period, but that spending growth increased 16.25% in 2020. Garmin grew its overall revenue by 11% in 2020, the fifth consecutive year of sales growth. Management, which normally guides conservatively, believes 2021 will see revenue growing about 10%.\nDisney: a moat like no other\nIf there's one thing Buffett might like more than cash itself, it is a moat for a business. That helps to ensure that growth and subsequent cash generation remain strong for years and decades.Walt Disney(NYSE:DIS)has a unique moat that is one of the strongest in the business world. And it is using that advantage to leverage itsnew fast-growing streaming-television offerings.\nDisney reported over 146 million paid subscribers for its Disney+, ESPN+, and Hulu streaming services as of Jan. 2, 2021. It has since announced that Disney+ surpassed 100 million subscribers. The company now sees peak operating losses for the new Disney+ service occurring this year, and profitability in fiscal 2024.\nAnd the benefits from cross-selling between Disney's media and entertainment distribution segment and its parks, experiences, and products segment is the definition of a moat. Recovery from the pandemic's effects in the travel, sports, and entertainment industries will benefit both groups of Disney's businesses for years to come. That, along with the value in the brand, is the type of business advantage that Buffett loves.","news_type":1},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}