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11-13

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Spotify Stock Jumps on Subscriber Record. Why It Got a Downgrade After Earnings

10-30

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Meta to report Q3 earnings with AI, ad sales in focus

09-19

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CEO Jensen Huang Keeps Dumping Nvidia Stock. Should You Be Worried?

09-18

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Fed Matters More for Nvidia Stock Than a New AI Deal

09-17

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US Stocks to Watch: Intel, Mobileye, Microsoft, Dell, and More

09-04

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Nvidia’s Top Spot on the S&P 500 Might Not Be a Good Thing, JP Morgan Says

09-03

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Super Micro CEO Addresses Financial Delay, Short Seller Statements, in New Letter

08-27

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Nvidia’s Stock Momentum Depends on Answers to These 5 Questions from Earnings

08-26

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Nvidia, Best Buy, and Salesforce Earnings; Inflation and Housing Data; and More to Watch This Week

08-26

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Is Apple Nearing Its Breaking Point?

08-23

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Nvidia Earnings Are Coming. Big Tech Is Priced For Perfection

08-23

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Super Micro Computer: Buy The Meltdown While Others Ignore

08-22

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AMD Takes An Effective Bargain Route Against Nvidia

08-22

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Microsoft: This Is The Time To Buy

08-21

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Nvidia Q2 Preview: Blackwell And Liquid Cooling Could Form Killer Combination

08-20

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Palo Alto Networks Stock Rises 6% After Giving Upbeat Forecast, Boosts Buybacks

08-20

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Why Palantir Could Skyrocket Soon

08-20

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Humanoid Robots Are Getting Ready for the Factory Spotlight

08-20

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Post-Bell | Nasdaq Gains 1.4%; Nvidia Jumps 4.4%; Tesla Rises 3%; AMD Gains 4.5%

08-17

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@JC888:AVGO - Quarterly Earnings Winner ? Buy Now ?

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article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370625835704328","repostId":"2483004844","repostType":2,"repost":{"id":"2483004844","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1731502247,"share":"https://ttm.financial/m/news/2483004844?lang=&edition=fundamental","pubTime":"2024-11-13 20:50","market":"sg","language":"en","title":"Spotify Stock Jumps on Subscriber Record. Why It Got a Downgrade After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2483004844","media":"Dow Jones","summary":"Spotify stock rose early Wednesday after the audio streaming platform posted quarterly earnings and gave an upbeat outlook for subscriber and user growth.But one analyst downgraded the stock. PhillipCapital analyst Jonathan Woo changed his recommendation from Buy to Accumulate, indicating that perhaps investors should go a little easy on the Spotify, which is up 141% over the past 12 months.An Accumulate rating is still a form of a buy recommendation. Woo cited the recent price gains as a reason for the downgrade and still increased his price target by 15% to $485.Other analysts followed suit increasing their price targets after the earnings report. Evercore hiked its price target by 9% to $500, KeyBanc by 6% to $520, and Benchmark by 18% to $520.Spotify shares rose 7.2% to $449.74 in premarket trading Wednesday. The stock has more than doubled in value so far this year.Third-quarter earnings came in at 1.45 euros  a share on revenue of 4 billion euros. While that was lower than the 1.","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a>  stock rose early Wednesday after the audio streaming platform posted quarterly earnings and gave an upbeat outlook for subscriber and user growth.</p><p>Spotify shares rose 8% in premarket trading Wednesday. The stock has more than doubled in value so far this year.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1bdcc03e747c4861f473072e178224fa\" tg-width=\"421\" tg-height=\"399\"/></p><p>But one analyst downgraded the stock. PhillipCapital analyst Jonathan Woo changed his recommendation from Buy to Accumulate, indicating that perhaps investors should go a little easy on the Spotify, which is up 141% over the past 12 months.</p><p>An Accumulate rating is still a form of a buy recommendation. Woo cited the recent price gains as a reason for the downgrade and still increased his price target by 15% to $485.</p><p>Other analysts followed suit increasing their price targets after the earnings report. Evercore hiked its price target by 9% to $500, KeyBanc by 6% to $520, and Benchmark by 18% to $520.</p><p>Third-quarter earnings came in at 1.45 euros ($1.54) a share on revenue of 4 billion euros. While that was lower than the 1.69 euros a share on revenue of 4.03 billion euros predicted by analysts polled by FactSet, the strong fourth-quarter outlook appeared to make up for it.</p><p>Monthly active users (MAU) in the quarter were 640 million and premium subscribers amounted to 252 million, up by double-digits from last year and above the company&#39;s own guidance.</p><p>Spotify has forecast fourth-quarter profit above Wall Street estimates, and now sees total MAU at 665 million and premium subscribers climbing to 260 million.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Spotify Stock Jumps on Subscriber Record. Why It Got a Downgrade After Earnings</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\">\nSpotify Stock Jumps on Subscriber Record. Why It Got a Downgrade After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-13 20:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a>  stock rose early Wednesday after the audio streaming platform posted quarterly earnings and gave an upbeat outlook for subscriber and user growth.</p><p>Spotify shares rose 8% in premarket trading Wednesday. The stock has more than doubled in value so far this year.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1bdcc03e747c4861f473072e178224fa\" tg-width=\"421\" tg-height=\"399\"/></p><p>But one analyst downgraded the stock. PhillipCapital analyst Jonathan Woo changed his recommendation from Buy to Accumulate, indicating that perhaps investors should go a little easy on the Spotify, which is up 141% over the past 12 months.</p><p>An Accumulate rating is still a form of a buy recommendation. Woo cited the recent price gains as a reason for the downgrade and still increased his price target by 15% to $485.</p><p>Other analysts followed suit increasing their price targets after the earnings report. Evercore hiked its price target by 9% to $500, KeyBanc by 6% to $520, and Benchmark by 18% to $520.</p><p>Third-quarter earnings came in at 1.45 euros ($1.54) a share on revenue of 4 billion euros. While that was lower than the 1.69 euros a share on revenue of 4.03 billion euros predicted by analysts polled by FactSet, the strong fourth-quarter outlook appeared to make up for it.</p><p>Monthly active users (MAU) in the quarter were 640 million and premium subscribers amounted to 252 million, up by double-digits from last year and above the company&#39;s own guidance.</p><p>Spotify has forecast fourth-quarter profit above Wall Street estimates, and now sees total MAU at 665 million and premium subscribers climbing to 260 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPOT":"Spotify Technology S.A."},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483004844","content_text":"Spotify Technology S.A.  stock rose early Wednesday after the audio streaming platform posted quarterly earnings and gave an upbeat outlook for subscriber and user growth.Spotify shares rose 8% in premarket trading Wednesday. The stock has more than doubled in value so far this year.But one analyst downgraded the stock. PhillipCapital analyst Jonathan Woo changed his recommendation from Buy to Accumulate, indicating that perhaps investors should go a little easy on the Spotify, which is up 141% over the past 12 months.An Accumulate rating is still a form of a buy recommendation. Woo cited the recent price gains as a reason for the downgrade and still increased his price target by 15% to $485.Other analysts followed suit increasing their price targets after the earnings report. Evercore hiked its price target by 9% to $500, KeyBanc by 6% to $520, and Benchmark by 18% to $520.Third-quarter earnings came in at 1.45 euros ($1.54) a share on revenue of 4 billion euros. While that was lower than the 1.69 euros a share on revenue of 4.03 billion euros predicted by analysts polled by FactSet, the strong fourth-quarter outlook appeared to make up for it.Monthly active users (MAU) in the quarter were 640 million and premium subscribers amounted to 252 million, up by double-digits from last year and above the company's own guidance.Spotify has forecast fourth-quarter profit above Wall Street estimates, and now sees total MAU at 665 million and premium subscribers climbing to 260 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365748274307104,"gmtCreate":1730294687093,"gmtModify":1730294691017,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365748274307104","repostId":"2479016142","repostType":2,"repost":{"id":"2479016142","kind":"highlight","pubTimestamp":1730290706,"share":"https://ttm.financial/m/news/2479016142?lang=&edition=fundamental","pubTime":"2024-10-30 20:18","market":"us","language":"en","title":"Meta to report Q3 earnings with AI, ad sales in focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2479016142","media":"Yahoo Finance","summary":"Facebook parent company Meta  will report its fiscal third quarter earnings after the closing bell on Wednesday. The social media giant has quickly become an artificial intelligence power in its own right, up there with the likes of Microsoft , Google , and Amazon , and investors are on board for the ride.Meta stock has shot up 66% year to date and 26% over the last three months. For comparison, Amazon shares are up 25% over the last three months, while Google shares are up 21%. Microsoft’s stock price, meanwhile, is up 15% during the same time period.Meta’s earnings follow a report by The Information that the company is working on its own search functionality for its Meta AI service that will allow users to ask questions and get answers about current events. The goal is to ensure Meta will no longer have to rely on Google's or Microsoft’s search engines to answer certain user queries.Beyond spending concerns, Meta is also facing a host of high-","content":"<html><body><p>Facebook parent company Meta (META) will report its fiscal third quarter earnings after the closing bell on Wednesday. The social media giant has quickly become an artificial intelligence power in its own right, up there with the likes of Microsoft (MSFT), Google (GOOG, GOOGL), and Amazon (AMZN), and investors are on board for the ride.</p>\n<p>Meta stock has shot up 66% year to date and 26% over the last three months. For comparison, Amazon shares are up 25% over the last three months, while Google shares are up 21%. Microsoft’s stock price, meanwhile, is up 15% during the same time period.</p>\n<p>For the third quarter, Wall Street is expecting Meta to report earnings per share (EPS) of $5.25 on revenue of $40.2 billion, according to analysts' estimates compiled by Bloomberg. The company saw earnings per share of $4.50 on revenue of $34.1 billion in the same quarter last year.</p>\n<p>Advertising revenue is expected to come in at $39.7 billion versus $33.6 billion during the third quarter of 2023. Meta’s Reality Labs segment, which includes sales of its Quest augmented reality line of headsets, is expected to generate $312 million, up from $210 million.</p>\n<p>Meta’s AI strategy includes rolling out its Llama family of models across its consumer offerings and advertiser products. It’s also offering the platform as open-source software. To that end, Meta reported that organizations ranging from Accenture (ACN) and DoorDash (DASH) to Goldman Sachs (GS) are using Llama to develop their own AI software.</p>\n<p>Meta’s earnings follow a report by The Information that the company is working on its own search functionality for its Meta AI service that will allow users to ask questions and get answers about current events. The goal is to ensure Meta will no longer have to rely on Google's or Microsoft’s search engines to answer certain user queries.</p>\n<figure>\n<img src=\"https://s.yimg.com/os/creatr-uploaded-images/2024-09/7dc2b5e0-7e0a-11ef-bc4e-8daee8e28f16\"/>\n<figcaption>\n  Meta CEO Mark Zuckerberg shows off a prototype of the company's Orion augmented reality glasses at Meta Connect in October. (Photo by Andrej Sokolow/picture alliance via Getty Images)\n </figcaption>\n<div>\n  picture alliance via Getty Images\n </div>\n</figure>\n<p>The company is also coming off of a successful Meta Connect conference, during which it debuted a working prototype of its Orion augmented reality glasses. The device, which is still in early development, is meant to serve as a pair of glasses that allow you to speak with other users via holograms projected onto the real world.</p>\n<p>CEO Mark Zuckerberg and company also talked up the success of Meta’s Ray-Ban Meta smart glasses, which are growing in popularity, and debuted its Quest 3S entry-level augmented reality headset.</p>\n<p>But all of that AI and hardware development costs some serious cash. In Q3, Meta is expected to report capital expenditures of $11 billion, a dramatic increase from the $6.76 billion the company spent in Q3 last year. And the spending isn’t expected to stop anytime soon. Wall Street is anticipating capital expenditures to top $12 billion in Q4.</p>\n<p>Beyond spending concerns, Meta is also facing a host of high-profile legal challenges, including an FTC antitrust lawsuit alleging the company acts as an illegal monopoly, as well as lawsuits claiming Meta is harmful to teens' mental health.</p>\n<figure>\n<img src=\"https://s.yimg.com/os/creatr-uploaded-images/2024-09/442e77d0-7b79-11ef-af34-0a7f08eca47a\"/>\n<figcaption>\n   Sign up for Yahoo Finance's Week in Tech newsletter.\n  </figcaption>\n<div>\n   yahoofinance\n  </div>\n</figure>\n<p><em>Email Daniel Howley at dhowley@yahoofinance.com. Follow him on Twitter at </em><em>@DanielHowley</em><em>.</em></p>\n<p><strong>For the latest earnings reports and analysis, earnings whispers and expectations, and company earnings news, click here</strong></p>\n<p><strong>Read the latest financial and business news from Yahoo Fin</strong><strong>ance.</strong></p></body></html>","source":"yahoofinance","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>Meta to report Q3 earnings with AI, ad sales in focus</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\">\nMeta to report Q3 earnings with AI, ad sales in focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-30 20:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/meta-to-report-q3-earnings-with-ai-ad-sales-in-focus-121826602.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facebook parent company Meta (META) will report its fiscal third quarter earnings after the closing bell on Wednesday. The social media giant has quickly become an artificial intelligence power in its...</p>\n\n<a href=\"https://finance.yahoo.com/news/meta-to-report-q3-earnings-with-ai-ad-sales-in-focus-121826602.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/mjXVJ_1h6VOhBCtY4NjR1A--~B/aD00MDAwO3c9NjAwMDthcHBpZD15dGFjaHlvbg--/https://s.yimg.com/os/creatr-uploaded-images/2024-10/4587f380-9637-11ef-9de4-3a147df5bd84","relate_stocks":{"MSFT":"微软","GOOGL":"谷歌A","META":"Meta Platforms, Inc.","AMZN":"亚马逊","GOOG":"谷歌"},"source_url":"https://finance.yahoo.com/news/meta-to-report-q3-earnings-with-ai-ad-sales-in-focus-121826602.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2479016142","content_text":"Facebook parent company Meta (META) will report its fiscal third quarter earnings after the closing bell on Wednesday. The social media giant has quickly become an artificial intelligence power in its own right, up there with the likes of Microsoft (MSFT), Google (GOOG, GOOGL), and Amazon (AMZN), and investors are on board for the ride.\nMeta stock has shot up 66% year to date and 26% over the last three months. For comparison, Amazon shares are up 25% over the last three months, while Google shares are up 21%. Microsoft’s stock price, meanwhile, is up 15% during the same time period.\nFor the third quarter, Wall Street is expecting Meta to report earnings per share (EPS) of $5.25 on revenue of $40.2 billion, according to analysts' estimates compiled by Bloomberg. The company saw earnings per share of $4.50 on revenue of $34.1 billion in the same quarter last year.\nAdvertising revenue is expected to come in at $39.7 billion versus $33.6 billion during the third quarter of 2023. Meta’s Reality Labs segment, which includes sales of its Quest augmented reality line of headsets, is expected to generate $312 million, up from $210 million.\nMeta’s AI strategy includes rolling out its Llama family of models across its consumer offerings and advertiser products. It’s also offering the platform as open-source software. To that end, Meta reported that organizations ranging from Accenture (ACN) and DoorDash (DASH) to Goldman Sachs (GS) are using Llama to develop their own AI software.\nMeta’s earnings follow a report by The Information that the company is working on its own search functionality for its Meta AI service that will allow users to ask questions and get answers about current events. The goal is to ensure Meta will no longer have to rely on Google's or Microsoft’s search engines to answer certain user queries.\n\n\n\n  Meta CEO Mark Zuckerberg shows off a prototype of the company's Orion augmented reality glasses at Meta Connect in October. (Photo by Andrej Sokolow/picture alliance via Getty Images)\n \n\n  picture alliance via Getty Images\n \n\nThe company is also coming off of a successful Meta Connect conference, during which it debuted a working prototype of its Orion augmented reality glasses. The device, which is still in early development, is meant to serve as a pair of glasses that allow you to speak with other users via holograms projected onto the real world.\nCEO Mark Zuckerberg and company also talked up the success of Meta’s Ray-Ban Meta smart glasses, which are growing in popularity, and debuted its Quest 3S entry-level augmented reality headset.\nBut all of that AI and hardware development costs some serious cash. In Q3, Meta is expected to report capital expenditures of $11 billion, a dramatic increase from the $6.76 billion the company spent in Q3 last year. And the spending isn’t expected to stop anytime soon. Wall Street is anticipating capital expenditures to top $12 billion in Q4.\nBeyond spending concerns, Meta is also facing a host of high-profile legal challenges, including an FTC antitrust lawsuit alleging the company acts as an illegal monopoly, as well as lawsuits claiming Meta is harmful to teens' mental health.\n\n\n\n   Sign up for Yahoo Finance's Week in Tech newsletter.\n  \n\n   yahoofinance\n  \n\nEmail Daniel Howley at dhowley@yahoofinance.com. Follow him on Twitter at @DanielHowley.\nFor the latest earnings reports and analysis, earnings whispers and expectations, and company earnings news, click here\nRead the latest financial and business news from Yahoo Finance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351136278843632,"gmtCreate":1726749016800,"gmtModify":1726749021012,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351136278843632","repostId":"2468835578","repostType":2,"repost":{"id":"2468835578","kind":"highlight","pubTimestamp":1726745400,"share":"https://ttm.financial/m/news/2468835578?lang=&edition=fundamental","pubTime":"2024-09-19 19:30","market":"us","language":"en","title":"CEO Jensen Huang Keeps Dumping Nvidia Stock. Should You Be Worried?","url":"https://stock-news.laohu8.com/highlight/detail?id=2468835578","media":"Motley Fool","summary":"The Nvidia chief is selling shares nearly every day.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Nvidia CEO Jensen Huang is trimming his stake in the company.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>He's selling shares through a 10b5-1 plan, meaning the sales are pre-determined.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Huang still owns more than $100 billion worth of Nvidia stock. </div>\n</li>\n</ul><div><p><strong>Nvidia </strong><span>(NVDA<span> -1.92%</span>)</span> has been the stock sensation of the artificial intelligence (AI) era, with shares up 700% since the start of 2023. However, there recently has been one potential warning sign that financial media outlets and investors have keyed in on: CEO Jensen Huang is rapidly trimming his stake in the AI leader.</p><p>Nearly every day for the past few months, Huang has sold Nvidia stock. For example, on Sept. 12 and 13, he sold about 200,000 shares, worth more than $20 million. </p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F790925%2Fbuy-sell-hold-die-money.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/790925/buy-sell-hold-die-money.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/790925/buy-sell-hold-die-money.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/790925/buy-sell-hold-die-money.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Getty Images.</p></div><h2>Why Huang keeps selling Nvidia stock</h2><p>According to Nvidia filings, Huang's stock sales are based on a predetermined plan known as a 10b5-1 that he entered into on March 14, 2024. The 10b5-1 structure exists so insiders like Huang can sell their company stock without any suspicions of insider trading. Because the transactions are pre-determined and authorized by Huang's brokerage, they're unrelated to the price of the stock, any news, or material non-public information. </p><p>Investors don't know the exact plan around Huang's 10b5-1, but it's clear it involves frequent Nvidia stock sales from the CEO's holdings.</p><h2>Why the sale bothers some investors</h2><p>Even though the stock selling was pre-planned, it still shows that Huang is trimming his stake in Nvidia. Notably, Huang also entered into the plan in March when Nvidia stock was at a significantly lower price than it is now.</p><div><div><div></div></div></div><p>However, CEO stock sales don't necessarily indicate bearishness on the stock or even that it's time for profit-taking. Individual investors should remember that Huang is now one of the richest people in the world, with a company that's worth nearly $3 trillion. As of March 25, 2024, he owned 934,637,910 split-adjusted shares of Nvidia, which would be worth more than $100 billion at the stock's current price. </p><p>In that light, selling even $10 million worth of Nvidia stock a day doesn't seem drastic. Even if Huang sold that much every trading day for a year, it would only put a small dent in his holdings, reducing them by roughly $2.6 billion.</p><p>Considering that, it seems harder to see the sales as a significant bearish signal about the stock, as they only amount to a small percentage of his stake. Additionally, they're not enough to have an impact on Nvidia's trading volume, as the business is worth nearly $3 trillion, and more than 340 million shares, or roughly $40 billion worth, change hands on an average day. </p><div><app :collapse_on_load=\"false\" :instrument_id=\"204770\" :show_benchmark_compare=\"false\" amount_change=\"-2.22\" average_volume=\"340,775,148\" company_name=\"Nvidia\" current_price=\"113.37\" daily_high=\"117.70\" daily_low=\"113.22\" default_period=\"YTD\" dividend_yield=\"0.02%\" exchange=\"NASDAQ\" fifty_two_week_high=\"140.76\" fifty_two_week_low=\"11.70\" gross_margin=\"75.98\" logo=\"https://g.foolcdn.com/art/companylogos/mark/NVDA.png\" market_cap=\"$2,781B\" pe_ratio=\"53.23\" percent_change=\"-1.92\" symbol=\"NVDA\" volume=\"3,224,366\"></app></div><h2>Should you be worried about Nvidia stock?</h2><p>Rather than fixate on Jensen Huang's recent stock sales, investors are better off heeding his recent comments on the company, which show that demand for its products is still soaring.</p><div><div><div></div></div></div><p>At the <strong>Goldman Sachs </strong>Communacopia conference last week, Huang was asked what he was worried about and said that Nvidia chips are in such high demand that it's \"really emotional for people because it directly affects their revenues, it directly affects their competitiveness.\" In other words, demand is still significantly exceeding supply, and the company is working hard to rectify that. </p><p>Nvidia expects to see revenue grow again in the third quarter, forecasting sequential revenue growth of 8%, though it typically beats its own estimates. Additionally, Nvidia's customers continue to tout their eagerness to invest in more AI infrastructure -- spending money on Nvidia components.</p><p>If Huang was dumping all of his Nvidia stock, it would be deserving of scrutiny. However, in the current environment, selling a small percentage of his holdings seems meaningless.</p><p>That doesn't mean that Nvidia stock will keep going up. The stock is likely to remain volatile, but Huang's stock sales aren't the sell signal that some investors might think they are.</p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CEO Jensen Huang Keeps Dumping Nvidia Stock. Should You Be Worried?</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\">\nCEO Jensen Huang Keeps Dumping Nvidia Stock. Should You Be Worried?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-19 19:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/09/19/ceo-jensen-huang-keeps-dumping-nvidia-stock-should/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia CEO Jensen Huang is trimming his stake in the company.\n\n\n\n\n\n\n\nHe's selling shares through a 10b5-1 plan, meaning the sales are pre-determined.\n\n\n\n\n\n\n\nHuang still owns more than $100 billion ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/09/19/ceo-jensen-huang-keeps-dumping-nvidia-stock-should/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F790925%2Fbuy-sell-hold-die-money.jpg&op=resize&w=165&h=104","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2024/09/19/ceo-jensen-huang-keeps-dumping-nvidia-stock-should/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2468835578","content_text":"Nvidia CEO Jensen Huang is trimming his stake in the company.\n\n\n\n\n\n\n\nHe's selling shares through a 10b5-1 plan, meaning the sales are pre-determined.\n\n\n\n\n\n\n\nHuang still owns more than $100 billion worth of Nvidia stock. \n\nNvidia (NVDA -1.92%) has been the stock sensation of the artificial intelligence (AI) era, with shares up 700% since the start of 2023. However, there recently has been one potential warning sign that financial media outlets and investors have keyed in on: CEO Jensen Huang is rapidly trimming his stake in the AI leader.Nearly every day for the past few months, Huang has sold Nvidia stock. For example, on Sept. 12 and 13, he sold about 200,000 shares, worth more than $20 million. Image source: Getty Images.Why Huang keeps selling Nvidia stockAccording to Nvidia filings, Huang's stock sales are based on a predetermined plan known as a 10b5-1 that he entered into on March 14, 2024. The 10b5-1 structure exists so insiders like Huang can sell their company stock without any suspicions of insider trading. Because the transactions are pre-determined and authorized by Huang's brokerage, they're unrelated to the price of the stock, any news, or material non-public information. Investors don't know the exact plan around Huang's 10b5-1, but it's clear it involves frequent Nvidia stock sales from the CEO's holdings.Why the sale bothers some investorsEven though the stock selling was pre-planned, it still shows that Huang is trimming his stake in Nvidia. Notably, Huang also entered into the plan in March when Nvidia stock was at a significantly lower price than it is now.However, CEO stock sales don't necessarily indicate bearishness on the stock or even that it's time for profit-taking. Individual investors should remember that Huang is now one of the richest people in the world, with a company that's worth nearly $3 trillion. As of March 25, 2024, he owned 934,637,910 split-adjusted shares of Nvidia, which would be worth more than $100 billion at the stock's current price. In that light, selling even $10 million worth of Nvidia stock a day doesn't seem drastic. Even if Huang sold that much every trading day for a year, it would only put a small dent in his holdings, reducing them by roughly $2.6 billion.Considering that, it seems harder to see the sales as a significant bearish signal about the stock, as they only amount to a small percentage of his stake. Additionally, they're not enough to have an impact on Nvidia's trading volume, as the business is worth nearly $3 trillion, and more than 340 million shares, or roughly $40 billion worth, change hands on an average day. Should you be worried about Nvidia stock?Rather than fixate on Jensen Huang's recent stock sales, investors are better off heeding his recent comments on the company, which show that demand for its products is still soaring.At the Goldman Sachs Communacopia conference last week, Huang was asked what he was worried about and said that Nvidia chips are in such high demand that it's \"really emotional for people because it directly affects their revenues, it directly affects their competitiveness.\" In other words, demand is still significantly exceeding supply, and the company is working hard to rectify that. Nvidia expects to see revenue grow again in the third quarter, forecasting sequential revenue growth of 8%, though it typically beats its own estimates. Additionally, Nvidia's customers continue to tout their eagerness to invest in more AI infrastructure -- spending money on Nvidia components.If Huang was dumping all of his Nvidia stock, it would be deserving of scrutiny. However, in the current environment, selling a small percentage of his holdings seems meaningless.That doesn't mean that Nvidia stock will keep going up. The stock is likely to remain volatile, but Huang's stock sales aren't the sell signal that some investors might think they are.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350811566149880,"gmtCreate":1726672913666,"gmtModify":1726672915602,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350811566149880","repostId":"1113101777","repostType":2,"repost":{"id":"1113101777","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1726668832,"share":"https://ttm.financial/m/news/1113101777?lang=&edition=fundamental","pubTime":"2024-09-18 22:13","market":"us","language":"en","title":"Fed Matters More for Nvidia Stock Than a New AI Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1113101777","media":"Dow Jones","summary":"News that $Nvidia(NVDA)$ had landed another big deal didn’t appear to be doing much for the chip maker’s stock price early Wednesday. It’s the Federal Reserve, not artificial intelligence, that invest","content":"<html><head></head><body><p>News that <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> had landed another big deal didn’t appear to be doing much for the chip maker’s stock price early Wednesday. It’s the Federal Reserve, not artificial intelligence, that investors are focused on right now.</p><p>The Big Tech stock barely moved in the premarket, rising just $0.01 to $115.61, while futures for the benchmark S&amp;P 500 index were up 0.1%.</p><p>The move higher came as investors digested a new AI deal between Nvidia and cloud software company <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.</p><p>They said their collaboration will develop interactive avatars that can assist with tasks like crisis management events, such as predicting and adjusting travel or shipping routes based on live weather data. Salesforce expects to deploy billions of what it’s calling its Agentforce agents in the coming years.</p><p>It shouldn’t be a surprise that the partnership didn’t move the needle for Nvidia shares. Investors already have enough evidence that the semiconductor designer’s chips will be essential for AI—as shown by the big deals it’s signed with Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and Elon Musk’s start-up xAI, among others.</p><p>Instead, the market is squarely focused on the Fed’s next move. The central bank is widely expected to cut interest rates on Wednesday, but traders are split on how much.</p><p>The decision could have a big impact on how Nvidia shares perform over the rest of 2024. The stock racked up massive gains over the first half of the year but has struggled since amid worries that a slowing U.S. economy could sap AI demand. The Fed opting for a jumbo 50-basis-point cut could ease some of those concerns.</p><p>Among other chip makers, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> and <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> both ticked up 0.1% ahead of Wednesday’s opening bell, while <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> rose 0.3%.</p><p>Salesforce’s own shares climbed 0.8% after the tie-up with Nvidia was announced.</p><p>Arjun Bhatia, an analyst for boutique bank William Blair, said in a research note that he’s expecting the company’s Agentforce program to “take over as the new way that enterprises will consume AI.”</p><p>“The event reinforced our confidence in Salesforce being a long-term AI winner due to its enviable position as a trusted enterprise software partner that sits on top of valuable data for multiple front-office domains, such as sales, marketing, and customer service,” Bhatia, who rates the stock at Outperform, added.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Matters More for Nvidia Stock Than a New AI Deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Matters More for Nvidia Stock Than a New AI Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-18 22:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>News that <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> had landed another big deal didn’t appear to be doing much for the chip maker’s stock price early Wednesday. It’s the Federal Reserve, not artificial intelligence, that investors are focused on right now.</p><p>The Big Tech stock barely moved in the premarket, rising just $0.01 to $115.61, while futures for the benchmark S&amp;P 500 index were up 0.1%.</p><p>The move higher came as investors digested a new AI deal between Nvidia and cloud software company <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.</p><p>They said their collaboration will develop interactive avatars that can assist with tasks like crisis management events, such as predicting and adjusting travel or shipping routes based on live weather data. Salesforce expects to deploy billions of what it’s calling its Agentforce agents in the coming years.</p><p>It shouldn’t be a surprise that the partnership didn’t move the needle for Nvidia shares. Investors already have enough evidence that the semiconductor designer’s chips will be essential for AI—as shown by the big deals it’s signed with Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and Elon Musk’s start-up xAI, among others.</p><p>Instead, the market is squarely focused on the Fed’s next move. The central bank is widely expected to cut interest rates on Wednesday, but traders are split on how much.</p><p>The decision could have a big impact on how Nvidia shares perform over the rest of 2024. The stock racked up massive gains over the first half of the year but has struggled since amid worries that a slowing U.S. economy could sap AI demand. The Fed opting for a jumbo 50-basis-point cut could ease some of those concerns.</p><p>Among other chip makers, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> and <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> both ticked up 0.1% ahead of Wednesday’s opening bell, while <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> rose 0.3%.</p><p>Salesforce’s own shares climbed 0.8% after the tie-up with Nvidia was announced.</p><p>Arjun Bhatia, an analyst for boutique bank William Blair, said in a research note that he’s expecting the company’s Agentforce program to “take over as the new way that enterprises will consume AI.”</p><p>“The event reinforced our confidence in Salesforce being a long-term AI winner due to its enviable position as a trusted enterprise software partner that sits on top of valuable data for multiple front-office domains, such as sales, marketing, and customer service,” Bhatia, who rates the stock at Outperform, added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113101777","content_text":"News that Nvidia had landed another big deal didn’t appear to be doing much for the chip maker’s stock price early Wednesday. It’s the Federal Reserve, not artificial intelligence, that investors are focused on right now.The Big Tech stock barely moved in the premarket, rising just $0.01 to $115.61, while futures for the benchmark S&P 500 index were up 0.1%.The move higher came as investors digested a new AI deal between Nvidia and cloud software company Salesforce.They said their collaboration will develop interactive avatars that can assist with tasks like crisis management events, such as predicting and adjusting travel or shipping routes based on live weather data. Salesforce expects to deploy billions of what it’s calling its Agentforce agents in the coming years.It shouldn’t be a surprise that the partnership didn’t move the needle for Nvidia shares. Investors already have enough evidence that the semiconductor designer’s chips will be essential for AI—as shown by the big deals it’s signed with Facebook parent Meta Platforms and Elon Musk’s start-up xAI, among others.Instead, the market is squarely focused on the Fed’s next move. The central bank is widely expected to cut interest rates on Wednesday, but traders are split on how much.The decision could have a big impact on how Nvidia shares perform over the rest of 2024. The stock racked up massive gains over the first half of the year but has struggled since amid worries that a slowing U.S. economy could sap AI demand. The Fed opting for a jumbo 50-basis-point cut could ease some of those concerns.Among other chip makers, Advanced Micro Devices and Qualcomm both ticked up 0.1% ahead of Wednesday’s opening bell, while Broadcom rose 0.3%.Salesforce’s own shares climbed 0.8% after the tie-up with Nvidia was announced.Arjun Bhatia, an analyst for boutique bank William Blair, said in a research note that he’s expecting the company’s Agentforce program to “take over as the new way that enterprises will consume AI.”“The event reinforced our confidence in Salesforce being a long-term AI winner due to its enviable position as a trusted enterprise software partner that sits on top of valuable data for multiple front-office domains, such as sales, marketing, and customer service,” Bhatia, who rates the stock at Outperform, added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350329785897224,"gmtCreate":1726565438435,"gmtModify":1726565442193,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350329785897224","repostId":"2468926336","repostType":2,"repost":{"id":"2468926336","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1726564288,"share":"https://ttm.financial/m/news/2468926336?lang=&edition=fundamental","pubTime":"2024-09-17 17:11","market":"hk","language":"en","title":"US Stocks to Watch: Intel, Mobileye, Microsoft, Dell, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2468926336","media":"Dow Jones","summary":"Stock futures were higher Tuesday as Wall Street raised bets the Federal Reserve will cut interest rates this week by 50 basis points. Economic data to be released Tuesday includes monthly U.S. retail sales.Intel jumped 6.8% after the semiconductor maker said it would be turning its chip contract manufacturing business into an independent subsidiary and reached a multibillion-dollar agreement for  Amazon.com's Amazon Web Services to manufacture chips at Intel factories using an advanced chip-making technology expected to go into production in 2025. Intel also said would be receiving $3 billion in federal funding to make chips for the Defense Department.Mobileye Global, the Israeli developer of driver-assistance technology, was rising 3.2% after the company wasn't mentioned as part of what Intel called \"the next phase\" of its \"transformation.\" It was reported earlier this month by Bloomberg that Intel was considering options for its stake in Mobileye as part of a chip maker's overhaul. ","content":"<html><head></head><body><p>Stock futures were higher Tuesday as Wall Street raised bets the Federal Reserve will cut interest rates this week by 50 basis points. Economic data to be released Tuesday includes monthly U.S. retail sales.</p><p>These stocks were poised to make moves Tuesday:</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> jumped 6.8% after the semiconductor maker said it would be turning its chip contract manufacturing business into an independent subsidiary and reached a multibillion-dollar agreement for Amazon.com&#39;s Amazon Web Services to manufacture chips at Intel factories using an advanced chip-making technology expected to go into production in 2025. Intel also said would be receiving $3 billion in federal funding to make chips for the Defense Department.</p><p><a href=\"https://laohu8.com/S/MBLY\">Mobileye Global</a>, the Israeli developer of driver-assistance technology, was rising 3.2% after the company wasn&#39;t mentioned as part of what Intel called &#34;the next phase&#34; of its &#34;transformation.&#34; It was reported earlier this month by Bloomberg that Intel was considering options for its stake in Mobileye as part of a chip maker&#39;s overhaul. Intel currently owns 88% of Mobileye.</p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> rose 1.5% after the software giant said it would boost its quarterly dividend by about 11% to 83 cents a share and that its board authorized a new stock buyback program of up to $60 billion.</p><p><a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a> rose 1.6% to $117.22 after shares of the personal-computer maker were initiated with an Outperform rating and price target of $135 at Mizuho. The analysts also initiated coverage of Super Micro Computer at Neutral and a $450 price target. Shares of the server maker were rising 0.5% to $451.50 in premarket trading.</p><p>Ferguson Enterprises, the distributor of plumbing supplies, is scheduled to report quarterly earnings before the stock market opens Tuesday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Stocks to Watch: Intel, Mobileye, Microsoft, Dell, and More</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\">\nUS Stocks to Watch: Intel, Mobileye, Microsoft, Dell, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-17 17:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock futures were higher Tuesday as Wall Street raised bets the Federal Reserve will cut interest rates this week by 50 basis points. Economic data to be released Tuesday includes monthly U.S. retail sales.</p><p>These stocks were poised to make moves Tuesday:</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> jumped 6.8% after the semiconductor maker said it would be turning its chip contract manufacturing business into an independent subsidiary and reached a multibillion-dollar agreement for Amazon.com&#39;s Amazon Web Services to manufacture chips at Intel factories using an advanced chip-making technology expected to go into production in 2025. Intel also said would be receiving $3 billion in federal funding to make chips for the Defense Department.</p><p><a href=\"https://laohu8.com/S/MBLY\">Mobileye Global</a>, the Israeli developer of driver-assistance technology, was rising 3.2% after the company wasn&#39;t mentioned as part of what Intel called &#34;the next phase&#34; of its &#34;transformation.&#34; It was reported earlier this month by Bloomberg that Intel was considering options for its stake in Mobileye as part of a chip maker&#39;s overhaul. Intel currently owns 88% of Mobileye.</p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> rose 1.5% after the software giant said it would boost its quarterly dividend by about 11% to 83 cents a share and that its board authorized a new stock buyback program of up to $60 billion.</p><p><a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a> rose 1.6% to $117.22 after shares of the personal-computer maker were initiated with an Outperform rating and price target of $135 at Mizuho. The analysts also initiated coverage of Super Micro Computer at Neutral and a $450 price target. Shares of the server maker were rising 0.5% to $451.50 in premarket trading.</p><p>Ferguson Enterprises, the distributor of plumbing supplies, is scheduled to report quarterly earnings before the stock market opens Tuesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑","MSFT":"微软","AMZN":"亚马逊","BK4512":"苹果概念","BK4124":"机动车零配件与设备","BK4170":"电脑硬件、储存设备及电脑周边","MBLY":"Mobileye Global Inc.","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BK4529":"IDC概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4515":"5G概念","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","DELL":"戴尔","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4157":"电子设备和仪器","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4535":"淡马锡持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","INTC":"英特尔","BK4527":"明星科技股","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","DVMT":"Dell Technologies Inc. Class V"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2468926336","content_text":"Stock futures were higher Tuesday as Wall Street raised bets the Federal Reserve will cut interest rates this week by 50 basis points. Economic data to be released Tuesday includes monthly U.S. retail sales.These stocks were poised to make moves Tuesday:Intel jumped 6.8% after the semiconductor maker said it would be turning its chip contract manufacturing business into an independent subsidiary and reached a multibillion-dollar agreement for Amazon.com's Amazon Web Services to manufacture chips at Intel factories using an advanced chip-making technology expected to go into production in 2025. Intel also said would be receiving $3 billion in federal funding to make chips for the Defense Department.Mobileye Global, the Israeli developer of driver-assistance technology, was rising 3.2% after the company wasn't mentioned as part of what Intel called \"the next phase\" of its \"transformation.\" It was reported earlier this month by Bloomberg that Intel was considering options for its stake in Mobileye as part of a chip maker's overhaul. Intel currently owns 88% of Mobileye.Microsoft rose 1.5% after the software giant said it would boost its quarterly dividend by about 11% to 83 cents a share and that its board authorized a new stock buyback program of up to $60 billion.Dell Technologies rose 1.6% to $117.22 after shares of the personal-computer maker were initiated with an Outperform rating and price target of $135 at Mizuho. The analysts also initiated coverage of Super Micro Computer at Neutral and a $450 price target. Shares of the server maker were rising 0.5% to $451.50 in premarket trading.Ferguson Enterprises, the distributor of plumbing supplies, is scheduled to report quarterly earnings before the stock market opens Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345764856107280,"gmtCreate":1725442021738,"gmtModify":1725442024999,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345764856107280","repostId":"2464632345","repostType":2,"repost":{"id":"2464632345","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1725441000,"share":"https://ttm.financial/m/news/2464632345?lang=&edition=fundamental","pubTime":"2024-09-04 17:10","market":"us","language":"en","title":"Nvidia’s Top Spot on the S&P 500 Might Not Be a Good Thing, JP Morgan Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2464632345","media":"Dow Jones","summary":"Nvidia, for a single day in June 2024, surpassed Microsoft to become the company with the largest market capitalization on the S&P 500 index, but looking at the companies that have previously held the","content":"<html><head></head><body><p>Nvidia, for a single day in June 2024, surpassed Microsoft to become the company with the largest market capitalization on the S&amp;P 500 index, but looking at the companies that have previously held the same position, that might not be a good thing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5bb31e4caff0eb15fcfc8404bddbd40c\" title=\"A sign is posted in front of the Nvidia headquarters on May 10, 2018 in Santa Clara, California. Nvidia took the top spot as the most valuable listed company on the S&amp;P 500 index in June.\" tg-width=\"915\" tg-height=\"599\"/><span>A sign is posted in front of the Nvidia headquarters on May 10, 2018 in Santa Clara, California. Nvidia took the top spot as the most valuable listed company on the S&amp;P 500 index in June.</span></p><p>In recent decades, almost all of the firms that have become the most valuable companies listed on the S&amp;P 500 have hit an inflection point which marked the start of sharp declines in their market capitalizations, JP Morgan&#39;s analysts said.</p><p>Led by Michael Cembalest, JP Morgan&#39;s analysts noted market leaders of recent decades including General Motors, International Business Machines Corp (IBM), Altria Group, Cisco Systems, General Electric, and Exxon Mobil all experienced this same fate.</p><p>Microsoft and Apple are the only market leaders so far that seem to have avoided the same declines after achieving the status of most valuable S&amp;P 500 listed company, JP Morgan&#39;s analysts said in a note.</p><p>Nvidia itself has achieved a spectacular rise that has seen it take the fastest road to become the S&amp;P 500&#39;s largest stock of any company in the post-war era. This surge has been driven by huge excitement around artificial intelligence technologies following the launch of ChatGPT in late 2022.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/446f8134f24be9820d6fcb749546e3c6\" title=\"\" tg-width=\"892\" tg-height=\"1082\"/></p><p>For investors, the question is now whether Nvidia will follow the same path taken by companies that have previously taken the top spot or whether the Silicon Valley chipmaker will instead be able to sustain its upwards trajectory.</p><p>JP Morgan&#39;s analysts said this question will likely be answered over the next 12 to 18 months, when it becomes clear whether investments in AI are able to generate adequate returns from corporate customers adopting AI driven &#39;inference models.&#39;</p><p>&#34;Within the next two years, corporate AI adoption trends... need to move higher (i.e., a lot more inference activity) to avoid a &#39;metaverse&#39; outcome for all the capital deployed,&#34; JP Morgan&#39;s analysts said. &#34;There needs to be several hundred billion dollars a year of AI-related demand from the corporate sector to pay for AI infrastructure.&#34;</p><p>The analysts noted that current levels of spending on AI infrastructure now match the levels of investment in technology seen during the &#39;mainframe era&#39; of the 1960s - which saw the buildout of huge room-sized computers - and during the deployment of fiber optics infrastructure in the 1990s.</p><p>Yet in contrast to &#39;dot com bubble&#39; companies like Cisco, Nvidia is actually posting sharp increases in its sales and earnings which align with the increases in the chipmaker&#39;s share price. Technology company Cisco, which sells hardware, software and networking products and services surpassed Microsoft to take the top spot on the S&amp;P 500 in March 2000, while failing to generate sufficient earnings to justify its surging stock price.</p><p>Still, Nvidia could see its valuation suffer in future as a result of mounting geopolitical tensions and increased levels of competition from rivals also able to create high tech microchips. Nvidia currently controls 90% of the market for the most-advanced AI chips.</p><p>Taiwan Semiconductor Manufacturing Co (TSMC), as the sole supplier of advanced chips to Nvidia, could play a vital part in the Silicon Valley company&#39;s decline, if markets start to price in risks related to worsening relations between China and the U.S., JP Morgan&#39;s analysts said.</p><p>At the same time, competitors including Intel, AMD and ARM Holdings are all working to develop advanced chips that could see them edge into the market that is currently dominated by Nvidia, the analysts said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s Top Spot on the S&P 500 Might Not Be a Good Thing, JP Morgan Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Top Spot on the S&P 500 Might Not Be a Good Thing, JP Morgan Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-04 17:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia, for a single day in June 2024, surpassed Microsoft to become the company with the largest market capitalization on the S&amp;P 500 index, but looking at the companies that have previously held the same position, that might not be a good thing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5bb31e4caff0eb15fcfc8404bddbd40c\" title=\"A sign is posted in front of the Nvidia headquarters on May 10, 2018 in Santa Clara, California. Nvidia took the top spot as the most valuable listed company on the S&amp;P 500 index in June.\" tg-width=\"915\" tg-height=\"599\"/><span>A sign is posted in front of the Nvidia headquarters on May 10, 2018 in Santa Clara, California. Nvidia took the top spot as the most valuable listed company on the S&amp;P 500 index in June.</span></p><p>In recent decades, almost all of the firms that have become the most valuable companies listed on the S&amp;P 500 have hit an inflection point which marked the start of sharp declines in their market capitalizations, JP Morgan&#39;s analysts said.</p><p>Led by Michael Cembalest, JP Morgan&#39;s analysts noted market leaders of recent decades including General Motors, International Business Machines Corp (IBM), Altria Group, Cisco Systems, General Electric, and Exxon Mobil all experienced this same fate.</p><p>Microsoft and Apple are the only market leaders so far that seem to have avoided the same declines after achieving the status of most valuable S&amp;P 500 listed company, JP Morgan&#39;s analysts said in a note.</p><p>Nvidia itself has achieved a spectacular rise that has seen it take the fastest road to become the S&amp;P 500&#39;s largest stock of any company in the post-war era. This surge has been driven by huge excitement around artificial intelligence technologies following the launch of ChatGPT in late 2022.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/446f8134f24be9820d6fcb749546e3c6\" title=\"\" tg-width=\"892\" tg-height=\"1082\"/></p><p>For investors, the question is now whether Nvidia will follow the same path taken by companies that have previously taken the top spot or whether the Silicon Valley chipmaker will instead be able to sustain its upwards trajectory.</p><p>JP Morgan&#39;s analysts said this question will likely be answered over the next 12 to 18 months, when it becomes clear whether investments in AI are able to generate adequate returns from corporate customers adopting AI driven &#39;inference models.&#39;</p><p>&#34;Within the next two years, corporate AI adoption trends... need to move higher (i.e., a lot more inference activity) to avoid a &#39;metaverse&#39; outcome for all the capital deployed,&#34; JP Morgan&#39;s analysts said. &#34;There needs to be several hundred billion dollars a year of AI-related demand from the corporate sector to pay for AI infrastructure.&#34;</p><p>The analysts noted that current levels of spending on AI infrastructure now match the levels of investment in technology seen during the &#39;mainframe era&#39; of the 1960s - which saw the buildout of huge room-sized computers - and during the deployment of fiber optics infrastructure in the 1990s.</p><p>Yet in contrast to &#39;dot com bubble&#39; companies like Cisco, Nvidia is actually posting sharp increases in its sales and earnings which align with the increases in the chipmaker&#39;s share price. Technology company Cisco, which sells hardware, software and networking products and services surpassed Microsoft to take the top spot on the S&amp;P 500 in March 2000, while failing to generate sufficient earnings to justify its surging stock price.</p><p>Still, Nvidia could see its valuation suffer in future as a result of mounting geopolitical tensions and increased levels of competition from rivals also able to create high tech microchips. Nvidia currently controls 90% of the market for the most-advanced AI chips.</p><p>Taiwan Semiconductor Manufacturing Co (TSMC), as the sole supplier of advanced chips to Nvidia, could play a vital part in the Silicon Valley company&#39;s decline, if markets start to price in risks related to worsening relations between China and the U.S., JP Morgan&#39;s analysts said.</p><p>At the same time, competitors including Intel, AMD and ARM Holdings are all working to develop advanced chips that could see them edge into the market that is currently dominated by Nvidia, the analysts said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","NVDA":"英伟达","LU0971096721.USD":"富达环球金融服务 A","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2464632345","content_text":"Nvidia, for a single day in June 2024, surpassed Microsoft to become the company with the largest market capitalization on the S&P 500 index, but looking at the companies that have previously held the same position, that might not be a good thing.A sign is posted in front of the Nvidia headquarters on May 10, 2018 in Santa Clara, California. Nvidia took the top spot as the most valuable listed company on the S&P 500 index in June.In recent decades, almost all of the firms that have become the most valuable companies listed on the S&P 500 have hit an inflection point which marked the start of sharp declines in their market capitalizations, JP Morgan's analysts said.Led by Michael Cembalest, JP Morgan's analysts noted market leaders of recent decades including General Motors, International Business Machines Corp (IBM), Altria Group, Cisco Systems, General Electric, and Exxon Mobil all experienced this same fate.Microsoft and Apple are the only market leaders so far that seem to have avoided the same declines after achieving the status of most valuable S&P 500 listed company, JP Morgan's analysts said in a note.Nvidia itself has achieved a spectacular rise that has seen it take the fastest road to become the S&P 500's largest stock of any company in the post-war era. This surge has been driven by huge excitement around artificial intelligence technologies following the launch of ChatGPT in late 2022.For investors, the question is now whether Nvidia will follow the same path taken by companies that have previously taken the top spot or whether the Silicon Valley chipmaker will instead be able to sustain its upwards trajectory.JP Morgan's analysts said this question will likely be answered over the next 12 to 18 months, when it becomes clear whether investments in AI are able to generate adequate returns from corporate customers adopting AI driven 'inference models.'\"Within the next two years, corporate AI adoption trends... need to move higher (i.e., a lot more inference activity) to avoid a 'metaverse' outcome for all the capital deployed,\" JP Morgan's analysts said. \"There needs to be several hundred billion dollars a year of AI-related demand from the corporate sector to pay for AI infrastructure.\"The analysts noted that current levels of spending on AI infrastructure now match the levels of investment in technology seen during the 'mainframe era' of the 1960s - which saw the buildout of huge room-sized computers - and during the deployment of fiber optics infrastructure in the 1990s.Yet in contrast to 'dot com bubble' companies like Cisco, Nvidia is actually posting sharp increases in its sales and earnings which align with the increases in the chipmaker's share price. Technology company Cisco, which sells hardware, software and networking products and services surpassed Microsoft to take the top spot on the S&P 500 in March 2000, while failing to generate sufficient earnings to justify its surging stock price.Still, Nvidia could see its valuation suffer in future as a result of mounting geopolitical tensions and increased levels of competition from rivals also able to create high tech microchips. Nvidia currently controls 90% of the market for the most-advanced AI chips.Taiwan Semiconductor Manufacturing Co (TSMC), as the sole supplier of advanced chips to Nvidia, could play a vital part in the Silicon Valley company's decline, if markets start to price in risks related to worsening relations between China and the U.S., JP Morgan's analysts said.At the same time, competitors including Intel, AMD and ARM Holdings are all working to develop advanced chips that could see them edge into the market that is currently dominated by Nvidia, the analysts said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345471484572032,"gmtCreate":1725372426591,"gmtModify":1725372428959,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345471484572032","repostId":"2464096718","repostType":2,"repost":{"id":"2464096718","pubTimestamp":1725372188,"share":"https://ttm.financial/m/news/2464096718?lang=&edition=fundamental","pubTime":"2024-09-03 22:03","market":"hk","language":"en","title":"Super Micro CEO Addresses Financial Delay, Short Seller Statements, in New Letter","url":"https://stock-news.laohu8.com/highlight/detail?id=2464096718","media":"seekingalpha","summary":"Super Micro Computer (NASDAQ:SMCI) Chief Executive Charles Liang wrote a letter to the company's customers and partners and said that neither the recent delay to its annual report nor the recent discl","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/SMCI\">SUPER MICRO COMPUTER INC</a>  Chief Executive Charles Liang wrote a letter to the company&#39;s customers and partners and said that neither the recent delay to its annual report nor the recent disclosure by Hindenburg Research that it is short the company&#39;s stock will impact the pair.</p><p>&#34;Neither of these events affects our products or our ability and capacity to deliver the innovative IT solutions that you rely on every day,&#34; Liang wrote in the letter, which was also filed with the Securities and Exchange Commission. &#34;Our production capabilities are unaffected and continue operating at pace to meet customer demand. Our world class engineering and support teams are also unaffected and continue to build and deploy large scale AI Total Solutions.&#34;</p><p>Liang added that the company is &#34;well-positioned&#34; to deliver its product portfolio to its customers and help them meet their IT issues.</p><p>Shares were up 4% in Tuesday trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/248d126b916c255f833093dc7881a8d2\" tg-width=\"411\" tg-height=\"386\"/></p><p>In addition, Liang also said that Super Micro will have more to say about Hindenburg Research&#39;s accusations that he characterized as &#34;false or inaccurate.&#34;</p><p>&#34;Separately, you may have also heard about a recent report from a short-seller hedge fund that contains false or inaccurate statements about our company including misleading presentations of information that we have previously shared publicly,&#34; Liang said. &#34;We will address these statements in due course.&#34;</p><p>After the close of trading on Friday, Super Micro said that despite the delay to its annual report, it does not expect any material changes to its fiscal 2024.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro CEO Addresses Financial Delay, Short Seller Statements, in New Letter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-03 22:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4146168-super-micro-ceo-addresses-financial-delay-short-seller-statements-in-new-letter><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SUPER MICRO COMPUTER INC  Chief Executive Charles Liang wrote a letter to the company's customers and partners and said that neither the recent delay to its annual report nor the recent disclosure by ...</p>\n\n<a href=\"https://seekingalpha.com/news/4146168-super-micro-ceo-addresses-financial-delay-short-seller-statements-in-new-letter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑","BK4170":"电脑硬件、储存设备及电脑周边","BK4585":"ETF&股票定投概念","BK4588":"碎股","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"source_url":"https://seekingalpha.com/news/4146168-super-micro-ceo-addresses-financial-delay-short-seller-statements-in-new-letter","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2464096718","content_text":"SUPER MICRO COMPUTER INC  Chief Executive Charles Liang wrote a letter to the company's customers and partners and said that neither the recent delay to its annual report nor the recent disclosure by Hindenburg Research that it is short the company's stock will impact the pair.\"Neither of these events affects our products or our ability and capacity to deliver the innovative IT solutions that you rely on every day,\" Liang wrote in the letter, which was also filed with the Securities and Exchange Commission. \"Our production capabilities are unaffected and continue operating at pace to meet customer demand. Our world class engineering and support teams are also unaffected and continue to build and deploy large scale AI Total Solutions.\"Liang added that the company is \"well-positioned\" to deliver its product portfolio to its customers and help them meet their IT issues.Shares were up 4% in Tuesday trading.In addition, Liang also said that Super Micro will have more to say about Hindenburg Research's accusations that he characterized as \"false or inaccurate.\"\"Separately, you may have also heard about a recent report from a short-seller hedge fund that contains false or inaccurate statements about our company including misleading presentations of information that we have previously shared publicly,\" Liang said. \"We will address these statements in due course.\"After the close of trading on Friday, Super Micro said that despite the delay to its annual report, it does not expect any material changes to its fiscal 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343021040828656,"gmtCreate":1724763823600,"gmtModify":1724763825429,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343021040828656","repostId":"2462543521","repostType":2,"repost":{"id":"2462543521","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1724763600,"share":"https://ttm.financial/m/news/2462543521?lang=&edition=fundamental","pubTime":"2024-08-27 21:00","market":"us","language":"en","title":"Nvidia’s Stock Momentum Depends on Answers to These 5 Questions from Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2462543521","media":"Dow Jones","summary":"Analysts aren’t really sweating the prospect of a brief delay to the start of Blackwell shipments, but they’ll certainly be looking for Huang to comment on the expected timeline.“Yes, we were concerned when we first heard about issues with the new Blackwell chips in the supply chain and from customers that included commentary around a three-month delay due to potential overheating, a design issue and some packaging issues,” Melius Research analyst Ben Reitzes wrote in a note to clients. “However","content":"<html><head></head><body><p>When Nvidia reports earnings Wednesday afternoon, investors have short-term questions on Blackwell shipment delays and long-term questions on the 2026 outlook</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c019029a5b35ed8ccf7a644c337d97b0\" alt=\"Nvidia reports earnings on Wednesday afternoon.\" title=\"Nvidia reports earnings on Wednesday afternoon.\" tg-width=\"924\" tg-height=\"639\"/><span>Nvidia reports earnings on Wednesday afternoon.</span></p><p>Investors will be looking for plenty of answers from Nvidia Corp.’s management team later this week — concerning both the immediate term and the semiconductor company’s prospects going out more than a year from now.</p><p style=\"text-align: start;\">In the short term, there are questions about the company’s new Blackwell chip lineup, especially given reports that initial shipments could be slightly delayed. And even before Blackwell starts shipping, Wall Street will still be wondering whether anticipation for that product has crimped any demand for Nvidia’s current Hopper line.</p><p>Longer term, investors want to hear about the opportunity for Blackwell once fully ramped, and the product pathway even beyond Blackwell.</p><p>Here are the five most important topics to listen for when Nvidia reports fiscal second-quarter earnings on Wednesday afternoon:</p><h3 id=\"id_1758616198\" style=\"text-align: start;\">How robust is Hopper demand — and supply?</h3><p style=\"text-align: start;\">The prospect of a Hopper “air pocket” has been on investors’ minds for a while now, given some fears that customers would pull back on Hopper purchases as they await the more powerful Blackwell lineup.</p><p style=\"text-align: start;\">Last quarter, Chief Executive Jensen Huang “was able to successfully quell concerns of a demand air pocket, and we would expect he likely does the same” this quarter, Evercore ISI C.J. Muse wrote in a recent preview.</p><p style=\"text-align: start;\">“Our hope is that he lays out a vision for continued data-denter growth over the next 12 months, which would bridge the gap into a full-fledged Blackwell ramp,” Muse continued.</p><p style=\"text-align: start;\">Rosenblatt’s Hans Mosesmann will be keeping an eye on Hopper supply. The “wildcard” in Nvidia’s earnings is “how constrained the company is for Hopper platforms,” he wrote recently. That will determine the magnitude of the beat-and-raise performance he expects from the company.</p><h3 id=\"id_3677495106\" style=\"text-align: start;\">What are the expectations for early Blackwell shipments?</h3><p style=\"text-align: start;\">Analysts aren’t really sweating the prospect of a brief delay to the start of Blackwell shipments, but they’ll certainly be looking for Huang to comment on the expected timeline.</p><p>“Yes, we were concerned when we first heard about issues with the new Blackwell chips in the supply chain and from customers that included commentary around a three-month delay due to potential overheating, a design issue and some packaging issues,” Melius Research analyst Ben Reitzes wrote in a note to clients. “However, it seems volumes for Blackwell systems can still be quite strong in the April ’25 quarter.”</p><p style=\"text-align: start;\">The thinking from some analysts seems to be that as long as potential Blackwell delays don’t last too long, Nvidia wouldn’t really lose out on business but rather would see revenue shift into later quarters.</p><p style=\"text-align: start;\">And there could be margin benefits in the interim, according to Raymond James analyst Srini Pajjuri. He and his team “expect any delays to drive upside to Hopper [graphics processing units] in the short term, which could actually benefit gross margins.” They estimate gross margins for Hopper are three to six percentage points above what they’ll be for Blackwell.</p><h3 id=\"id_845140984\" style=\"text-align: start;\">How big will the beat be?</h3><p style=\"text-align: start;\">While consensus expectations call for $28.7 billion in revenue, up from $13.5 billion a year earlier, many analysts expect Nvidia to end up posting sales at or above the $30 billion mark.</p><p style=\"text-align: start;\">Melius Research’s Reitzes, for instance, will be looking to see whether Nvidia can beat expectations for the latest quarter by $2 billion — while also suggesting that revenue for the current quarter can be $2 billion above last quarter’s total, and giving investors confidence in the potential for sales to be $2 billion higher than that in the January quarter.</p><p>The company has beaten revenue expectations every quarter going back at least five years, according to FactSet data. It beat by about $1.5 billion in the April quarter.</p><p style=\"text-align: start;\">From a profit standpoint, Nvidia has only missed expectations on adjusted earnings per share in one of the past 20 quarters, and it posted a roughly 9% beat in its last report.</p><p style=\"text-align: start;\">Analysts are looking for 65 cents in adjusted EPS this time around, up from 27 cents a year before. Nvidia was expected to be the largest contributor to the S&amp;P information-technology sector’s year-over-year earnings growth, according to an Aug. 16 FactSet report.</p><h3 id=\"id_3809963648\" style=\"text-align: start;\">What will the Blackwell ramp look like next year?</h3><p style=\"text-align: start;\">Beyond the short-run issue of potential Blackwell shipment delays is the bigger topic of what the new chip will do for Nvidia once the ramp takes off.</p><p style=\"text-align: start;\">Raymond James’ Pajjuri is upbeat. The “supply chain appears to be building as much as [50,000 to 70,000] GB200 NVL rack capacity” for next calendar year, “which translates to [$100 billion to 150 billion in] potential revenue from systems alone,” he wrote.</p><p style=\"text-align: start;\">“We won’t get too carried away based on supply-chain numbers alone but see room for upside to consensus estimates” for data-center revenue in calendar 2025. That was $146 billion at the time he published his note last Tuesday and stands at $148 billion now.</p><p style=\"text-align: start;\">But while Jefferies analyst Blayne Curtis was upbeat about the short term, he took a more measured view on the medium term.</p><p style=\"text-align: start;\">“We highlighted over a month ago that expectations for Blackwell timing and content were too optimistic and we felt it was harder to get to $5 in EPS for CY25, but we do still believe our estimates (roughly $1 billion ahead for July/Oct) are achievable but likely not beatable,” he wrote on Thursday.</p><h3 id=\"id_4149960604\" style=\"text-align: start;\">And how about 2026?</h3><p style=\"text-align: start;\">Yes, Nvidia investors are already thinking more than a year out.</p><p style=\"text-align: start;\">Late last year, some on Wall Street wondered whether 2024 could wind up the “peak” year for Nvidia, according to Reitzes. “The ‘peak year’ worry could resurface again soon” when it comes to calendar 2025, he wrote. “It will be best to hear (yet again) from Jensen on this call regarding whether he’s still on a one-year upgrade cadence with the successor to Blackwell.”</p><p style=\"text-align: start;\">That Rubin product could set the stage for further revenue growth in calendar 2026, he noted. (The FactSet consensus calls for revenue of $194 billion in calendar 2026, up from an estimated $164 billion in calendar 2025 and a projected $116 billion this calendar year.)</p><p style=\"text-align: start;\">“The one issue that Nvidia will need to tackle more and more is the concern around power availability — and how it is helping customers find affordable and available electricity,” Reitzes wrote. “Blackwell and Rubin innovations will help offset shortages and space constraints, but the view is that customers will just buy more and still use a lot of power.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s Stock Momentum Depends on Answers to These 5 Questions from Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Stock Momentum Depends on Answers to These 5 Questions from Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-27 21:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>When Nvidia reports earnings Wednesday afternoon, investors have short-term questions on Blackwell shipment delays and long-term questions on the 2026 outlook</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c019029a5b35ed8ccf7a644c337d97b0\" alt=\"Nvidia reports earnings on Wednesday afternoon.\" title=\"Nvidia reports earnings on Wednesday afternoon.\" tg-width=\"924\" tg-height=\"639\"/><span>Nvidia reports earnings on Wednesday afternoon.</span></p><p>Investors will be looking for plenty of answers from Nvidia Corp.’s management team later this week — concerning both the immediate term and the semiconductor company’s prospects going out more than a year from now.</p><p style=\"text-align: start;\">In the short term, there are questions about the company’s new Blackwell chip lineup, especially given reports that initial shipments could be slightly delayed. And even before Blackwell starts shipping, Wall Street will still be wondering whether anticipation for that product has crimped any demand for Nvidia’s current Hopper line.</p><p>Longer term, investors want to hear about the opportunity for Blackwell once fully ramped, and the product pathway even beyond Blackwell.</p><p>Here are the five most important topics to listen for when Nvidia reports fiscal second-quarter earnings on Wednesday afternoon:</p><h3 id=\"id_1758616198\" style=\"text-align: start;\">How robust is Hopper demand — and supply?</h3><p style=\"text-align: start;\">The prospect of a Hopper “air pocket” has been on investors’ minds for a while now, given some fears that customers would pull back on Hopper purchases as they await the more powerful Blackwell lineup.</p><p style=\"text-align: start;\">Last quarter, Chief Executive Jensen Huang “was able to successfully quell concerns of a demand air pocket, and we would expect he likely does the same” this quarter, Evercore ISI C.J. Muse wrote in a recent preview.</p><p style=\"text-align: start;\">“Our hope is that he lays out a vision for continued data-denter growth over the next 12 months, which would bridge the gap into a full-fledged Blackwell ramp,” Muse continued.</p><p style=\"text-align: start;\">Rosenblatt’s Hans Mosesmann will be keeping an eye on Hopper supply. The “wildcard” in Nvidia’s earnings is “how constrained the company is for Hopper platforms,” he wrote recently. That will determine the magnitude of the beat-and-raise performance he expects from the company.</p><h3 id=\"id_3677495106\" style=\"text-align: start;\">What are the expectations for early Blackwell shipments?</h3><p style=\"text-align: start;\">Analysts aren’t really sweating the prospect of a brief delay to the start of Blackwell shipments, but they’ll certainly be looking for Huang to comment on the expected timeline.</p><p>“Yes, we were concerned when we first heard about issues with the new Blackwell chips in the supply chain and from customers that included commentary around a three-month delay due to potential overheating, a design issue and some packaging issues,” Melius Research analyst Ben Reitzes wrote in a note to clients. “However, it seems volumes for Blackwell systems can still be quite strong in the April ’25 quarter.”</p><p style=\"text-align: start;\">The thinking from some analysts seems to be that as long as potential Blackwell delays don’t last too long, Nvidia wouldn’t really lose out on business but rather would see revenue shift into later quarters.</p><p style=\"text-align: start;\">And there could be margin benefits in the interim, according to Raymond James analyst Srini Pajjuri. He and his team “expect any delays to drive upside to Hopper [graphics processing units] in the short term, which could actually benefit gross margins.” They estimate gross margins for Hopper are three to six percentage points above what they’ll be for Blackwell.</p><h3 id=\"id_845140984\" style=\"text-align: start;\">How big will the beat be?</h3><p style=\"text-align: start;\">While consensus expectations call for $28.7 billion in revenue, up from $13.5 billion a year earlier, many analysts expect Nvidia to end up posting sales at or above the $30 billion mark.</p><p style=\"text-align: start;\">Melius Research’s Reitzes, for instance, will be looking to see whether Nvidia can beat expectations for the latest quarter by $2 billion — while also suggesting that revenue for the current quarter can be $2 billion above last quarter’s total, and giving investors confidence in the potential for sales to be $2 billion higher than that in the January quarter.</p><p>The company has beaten revenue expectations every quarter going back at least five years, according to FactSet data. It beat by about $1.5 billion in the April quarter.</p><p style=\"text-align: start;\">From a profit standpoint, Nvidia has only missed expectations on adjusted earnings per share in one of the past 20 quarters, and it posted a roughly 9% beat in its last report.</p><p style=\"text-align: start;\">Analysts are looking for 65 cents in adjusted EPS this time around, up from 27 cents a year before. Nvidia was expected to be the largest contributor to the S&amp;P information-technology sector’s year-over-year earnings growth, according to an Aug. 16 FactSet report.</p><h3 id=\"id_3809963648\" style=\"text-align: start;\">What will the Blackwell ramp look like next year?</h3><p style=\"text-align: start;\">Beyond the short-run issue of potential Blackwell shipment delays is the bigger topic of what the new chip will do for Nvidia once the ramp takes off.</p><p style=\"text-align: start;\">Raymond James’ Pajjuri is upbeat. The “supply chain appears to be building as much as [50,000 to 70,000] GB200 NVL rack capacity” for next calendar year, “which translates to [$100 billion to 150 billion in] potential revenue from systems alone,” he wrote.</p><p style=\"text-align: start;\">“We won’t get too carried away based on supply-chain numbers alone but see room for upside to consensus estimates” for data-center revenue in calendar 2025. That was $146 billion at the time he published his note last Tuesday and stands at $148 billion now.</p><p style=\"text-align: start;\">But while Jefferies analyst Blayne Curtis was upbeat about the short term, he took a more measured view on the medium term.</p><p style=\"text-align: start;\">“We highlighted over a month ago that expectations for Blackwell timing and content were too optimistic and we felt it was harder to get to $5 in EPS for CY25, but we do still believe our estimates (roughly $1 billion ahead for July/Oct) are achievable but likely not beatable,” he wrote on Thursday.</p><h3 id=\"id_4149960604\" style=\"text-align: start;\">And how about 2026?</h3><p style=\"text-align: start;\">Yes, Nvidia investors are already thinking more than a year out.</p><p style=\"text-align: start;\">Late last year, some on Wall Street wondered whether 2024 could wind up the “peak” year for Nvidia, according to Reitzes. “The ‘peak year’ worry could resurface again soon” when it comes to calendar 2025, he wrote. “It will be best to hear (yet again) from Jensen on this call regarding whether he’s still on a one-year upgrade cadence with the successor to Blackwell.”</p><p style=\"text-align: start;\">That Rubin product could set the stage for further revenue growth in calendar 2026, he noted. (The FactSet consensus calls for revenue of $194 billion in calendar 2026, up from an estimated $164 billion in calendar 2025 and a projected $116 billion this calendar year.)</p><p style=\"text-align: start;\">“The one issue that Nvidia will need to tackle more and more is the concern around power availability — and how it is helping customers find affordable and available electricity,” Reitzes wrote. “Blackwell and Rubin innovations will help offset shortages and space constraints, but the view is that customers will just buy more and still use a lot of power.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462543521","content_text":"When Nvidia reports earnings Wednesday afternoon, investors have short-term questions on Blackwell shipment delays and long-term questions on the 2026 outlookNvidia reports earnings on Wednesday afternoon.Investors will be looking for plenty of answers from Nvidia Corp.’s management team later this week — concerning both the immediate term and the semiconductor company’s prospects going out more than a year from now.In the short term, there are questions about the company’s new Blackwell chip lineup, especially given reports that initial shipments could be slightly delayed. And even before Blackwell starts shipping, Wall Street will still be wondering whether anticipation for that product has crimped any demand for Nvidia’s current Hopper line.Longer term, investors want to hear about the opportunity for Blackwell once fully ramped, and the product pathway even beyond Blackwell.Here are the five most important topics to listen for when Nvidia reports fiscal second-quarter earnings on Wednesday afternoon:How robust is Hopper demand — and supply?The prospect of a Hopper “air pocket” has been on investors’ minds for a while now, given some fears that customers would pull back on Hopper purchases as they await the more powerful Blackwell lineup.Last quarter, Chief Executive Jensen Huang “was able to successfully quell concerns of a demand air pocket, and we would expect he likely does the same” this quarter, Evercore ISI C.J. Muse wrote in a recent preview.“Our hope is that he lays out a vision for continued data-denter growth over the next 12 months, which would bridge the gap into a full-fledged Blackwell ramp,” Muse continued.Rosenblatt’s Hans Mosesmann will be keeping an eye on Hopper supply. The “wildcard” in Nvidia’s earnings is “how constrained the company is for Hopper platforms,” he wrote recently. That will determine the magnitude of the beat-and-raise performance he expects from the company.What are the expectations for early Blackwell shipments?Analysts aren’t really sweating the prospect of a brief delay to the start of Blackwell shipments, but they’ll certainly be looking for Huang to comment on the expected timeline.“Yes, we were concerned when we first heard about issues with the new Blackwell chips in the supply chain and from customers that included commentary around a three-month delay due to potential overheating, a design issue and some packaging issues,” Melius Research analyst Ben Reitzes wrote in a note to clients. “However, it seems volumes for Blackwell systems can still be quite strong in the April ’25 quarter.”The thinking from some analysts seems to be that as long as potential Blackwell delays don’t last too long, Nvidia wouldn’t really lose out on business but rather would see revenue shift into later quarters.And there could be margin benefits in the interim, according to Raymond James analyst Srini Pajjuri. He and his team “expect any delays to drive upside to Hopper [graphics processing units] in the short term, which could actually benefit gross margins.” They estimate gross margins for Hopper are three to six percentage points above what they’ll be for Blackwell.How big will the beat be?While consensus expectations call for $28.7 billion in revenue, up from $13.5 billion a year earlier, many analysts expect Nvidia to end up posting sales at or above the $30 billion mark.Melius Research’s Reitzes, for instance, will be looking to see whether Nvidia can beat expectations for the latest quarter by $2 billion — while also suggesting that revenue for the current quarter can be $2 billion above last quarter’s total, and giving investors confidence in the potential for sales to be $2 billion higher than that in the January quarter.The company has beaten revenue expectations every quarter going back at least five years, according to FactSet data. It beat by about $1.5 billion in the April quarter.From a profit standpoint, Nvidia has only missed expectations on adjusted earnings per share in one of the past 20 quarters, and it posted a roughly 9% beat in its last report.Analysts are looking for 65 cents in adjusted EPS this time around, up from 27 cents a year before. Nvidia was expected to be the largest contributor to the S&P information-technology sector’s year-over-year earnings growth, according to an Aug. 16 FactSet report.What will the Blackwell ramp look like next year?Beyond the short-run issue of potential Blackwell shipment delays is the bigger topic of what the new chip will do for Nvidia once the ramp takes off.Raymond James’ Pajjuri is upbeat. The “supply chain appears to be building as much as [50,000 to 70,000] GB200 NVL rack capacity” for next calendar year, “which translates to [$100 billion to 150 billion in] potential revenue from systems alone,” he wrote.“We won’t get too carried away based on supply-chain numbers alone but see room for upside to consensus estimates” for data-center revenue in calendar 2025. That was $146 billion at the time he published his note last Tuesday and stands at $148 billion now.But while Jefferies analyst Blayne Curtis was upbeat about the short term, he took a more measured view on the medium term.“We highlighted over a month ago that expectations for Blackwell timing and content were too optimistic and we felt it was harder to get to $5 in EPS for CY25, but we do still believe our estimates (roughly $1 billion ahead for July/Oct) are achievable but likely not beatable,” he wrote on Thursday.And how about 2026?Yes, Nvidia investors are already thinking more than a year out.Late last year, some on Wall Street wondered whether 2024 could wind up the “peak” year for Nvidia, according to Reitzes. “The ‘peak year’ worry could resurface again soon” when it comes to calendar 2025, he wrote. “It will be best to hear (yet again) from Jensen on this call regarding whether he’s still on a one-year upgrade cadence with the successor to Blackwell.”That Rubin product could set the stage for further revenue growth in calendar 2026, he noted. (The FactSet consensus calls for revenue of $194 billion in calendar 2026, up from an estimated $164 billion in calendar 2025 and a projected $116 billion this calendar year.)“The one issue that Nvidia will need to tackle more and more is the concern around power availability — and how it is helping customers find affordable and available electricity,” Reitzes wrote. “Blackwell and Rubin innovations will help offset shortages and space constraints, but the view is that customers will just buy more and still use a lot of power.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342601881882840,"gmtCreate":1724649663303,"gmtModify":1724649667532,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342601881882840","repostId":"2462867742","repostType":2,"repost":{"id":"2462867742","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1724626920,"share":"https://ttm.financial/m/news/2462867742?lang=&edition=fundamental","pubTime":"2024-08-26 07:02","market":"us","language":"en","title":"Nvidia, Best Buy, and Salesforce Earnings; Inflation and Housing Data; and More to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2462867742","media":"Dow Jones","summary":"Highly anticipated earnings from Nvidia, the Federal Reserve's preferred inflation gauge, and the latest housing-market data will be the final week of August's highlights.The highlight on the earnings calendar will be Nvidia's results on Wednesday evening. As the poster child for the artificial-intelligence trade, they'll be sure to move the market, one way or the other. Other companies reporting this week will include PDD Holdings on Monday; Box on Tuesday; Salesforce, CrowdStrike, HP Inc., Okta, and Chewy on Wednesday; and Dell Technologies and Marvell Technology on Thursday.More retailers are reporting results this week, including Nordstrom on Tuesday, followed by Abercrombie & Fitch, Bath & Body Works, Five Below, Kohl's, and Victoria's Secret on Wednesday. Best Buy, Burlington Stores, Lululemon Athletica, Ulta Beauty, and American Eagle Outfitters report on Thursday.On Friday, Fed officials will get a look at the July personal consumption expenditures price index. Economists' cons","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d0c7168f378aee727ddc994ee37cb159\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>Highly anticipated earnings from Nvidia, the Federal Reserve&#39;s preferred inflation gauge, and the latest housing-market data will be the final week of August&#39;s highlights.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/090df54dea9edc9209685d68da26c6dd\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The highlight on the earnings calendar will be Nvidia&#39;s results on Wednesday evening. As the poster child for the artificial-intelligence trade, they&#39;ll be sure to move the market, one way or the other. Other companies reporting this week will include PDD Holdings on Monday; Box on Tuesday; Salesforce, CrowdStrike, HP Inc., Okta, and Chewy on Wednesday; and Dell Technologies and Marvell Technology on Thursday.</p><p>More retailers are reporting results this week, including Nordstrom on Tuesday, followed by Abercrombie &amp; Fitch, Bath &amp; Body Works, <a href=\"https://laohu8.com/S/FIVE\">Five Below</a>, Kohl&#39;s, and Victoria&#39;s Secret on Wednesday. Best Buy, Burlington Stores, Lululemon Athletica, Ulta Beauty, and American Eagle Outfitters report on Thursday.</p><p>On Friday, Fed officials will get a look at the July personal consumption expenditures price index. Economists&#39; consensus estimate is for the index to be up 2.6% from a year earlier. The Fed has a 2% annual inflation target.</p><p>Other data to watch this week include the Census Bureau&#39;s durable goods report for July on Monday and the Conference Board&#39;s Consumer Confidence Index for August on Tuesday. There will also be fresh housing data in the form of the S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller Home Price Indexes for June on Tuesday and the National Association of Realtors&#39; Pending Home Sales Index for July on Thursday. The Bureau of Economic Analysis will release its second preliminary estimate of second-quarter gross domestic product growth also on Thursday.</p><h2 id=\"id_1740782252\">Monday, 8/26</h2><p>The Census Bureau releases the durable goods report for July. Consensus estimate is for new orders for manufactured durable goods to increase 6.8% month over month, according to FactSet. Durable goods orders fell 6.7% in June.</p><p>PDD is scheduled to release quarterly results.</p><h2 id=\"id_2895071876\">Tuesday, 8/27</h2><p>S&amp;P CoreLogic releases its Case-Shiller Home Price Indexes for June. In May, the national home price index reached a new high, rising 5.9% year over year.</p><p>The Conference Board releases its Consumer Confidence Index for August. Expectations are for a 100 reading, three-tenths of a percentage point lower than July&#39;s reading, per FactSet.</p><p>Nordstrom and Box are scheduled to release quarterly results.</p><h2 id=\"id_3545607786\">Wednesday, 8/28</h2><p>Nvidia, with a more than $3 trillion market capitalization, reports quarterly results on Wednesday after the market close will likely move the market, one way or the other. Wall Street expects the company to report earnings of 65 cents per share on sales of $28.7 billion, according to FactSet. The chip maker&#39;s guidance and management commentary on customers&#39; investments in AI technology will be the most telling.</p><p>Salesforce, CrowdStrike, HP Inc., Li Auto, Pure Storage, Okta, J.M. Smucker, Chewy, Affirm, Abercrombie &amp; Fitch, Bath &amp; Body Works, Five Below, Foot Locker, Kohl&#39;s, Victoria&#39;s Secret, and B. Riley Financial are also expected to report earnings.</p><h2 id=\"id_2036547803\">Thursday, 8/29</h2><p>The Bureau of Economic Analysis releases its second preliminary estimate of second-quarter gross domestic product growth. Consensus estimate is for real GDP to have grown at a seasonally adjusted annual rate of 2.8%, matching the advance estimate published in July.</p><p>The National Association of Realtors releases its Pending Home Sales Index, a leading indicator of housing activity, for July. Economists surveyed by FactSet forecast a 1.3% month-over-month increase for the index, following a 4.8% gain in June.</p><p>Dell, Marvell, Autodesk, Lululemon, MongoDB, Best Buy, Ulta, Burlington, Campbell Soup, Birkenstock, Ollie&#39;s Bargain Outlet, American Eagle Outfitters, Academy Sports and Outdoors, and Polestar Automotive are scheduled to report quarterly results.</p><h2 id=\"id_2267574466\">Friday, 8/30</h2><p>The BEA releases the personal consumption expenditures price index for July. Consensus estimate is for the PCE price index to increase 2.6% year over year, one-tenth of a percentage point less than in June, according to FactSet The core PCE, which excludes volatile food and energy prices, is expected to rise 2.7%, also one-tenth of a percentage point less than the previous month.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia, Best Buy, and Salesforce Earnings; Inflation and Housing Data; and More to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, Best Buy, and Salesforce Earnings; Inflation and Housing Data; and More to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-26 07:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d0c7168f378aee727ddc994ee37cb159\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>Highly anticipated earnings from Nvidia, the Federal Reserve&#39;s preferred inflation gauge, and the latest housing-market data will be the final week of August&#39;s highlights.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/090df54dea9edc9209685d68da26c6dd\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The highlight on the earnings calendar will be Nvidia&#39;s results on Wednesday evening. As the poster child for the artificial-intelligence trade, they&#39;ll be sure to move the market, one way or the other. Other companies reporting this week will include PDD Holdings on Monday; Box on Tuesday; Salesforce, CrowdStrike, HP Inc., Okta, and Chewy on Wednesday; and Dell Technologies and Marvell Technology on Thursday.</p><p>More retailers are reporting results this week, including Nordstrom on Tuesday, followed by Abercrombie &amp; Fitch, Bath &amp; Body Works, <a href=\"https://laohu8.com/S/FIVE\">Five Below</a>, Kohl&#39;s, and Victoria&#39;s Secret on Wednesday. Best Buy, Burlington Stores, Lululemon Athletica, Ulta Beauty, and American Eagle Outfitters report on Thursday.</p><p>On Friday, Fed officials will get a look at the July personal consumption expenditures price index. Economists&#39; consensus estimate is for the index to be up 2.6% from a year earlier. The Fed has a 2% annual inflation target.</p><p>Other data to watch this week include the Census Bureau&#39;s durable goods report for July on Monday and the Conference Board&#39;s Consumer Confidence Index for August on Tuesday. There will also be fresh housing data in the form of the S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller Home Price Indexes for June on Tuesday and the National Association of Realtors&#39; Pending Home Sales Index for July on Thursday. The Bureau of Economic Analysis will release its second preliminary estimate of second-quarter gross domestic product growth also on Thursday.</p><h2 id=\"id_1740782252\">Monday, 8/26</h2><p>The Census Bureau releases the durable goods report for July. Consensus estimate is for new orders for manufactured durable goods to increase 6.8% month over month, according to FactSet. Durable goods orders fell 6.7% in June.</p><p>PDD is scheduled to release quarterly results.</p><h2 id=\"id_2895071876\">Tuesday, 8/27</h2><p>S&amp;P CoreLogic releases its Case-Shiller Home Price Indexes for June. In May, the national home price index reached a new high, rising 5.9% year over year.</p><p>The Conference Board releases its Consumer Confidence Index for August. Expectations are for a 100 reading, three-tenths of a percentage point lower than July&#39;s reading, per FactSet.</p><p>Nordstrom and Box are scheduled to release quarterly results.</p><h2 id=\"id_3545607786\">Wednesday, 8/28</h2><p>Nvidia, with a more than $3 trillion market capitalization, reports quarterly results on Wednesday after the market close will likely move the market, one way or the other. Wall Street expects the company to report earnings of 65 cents per share on sales of $28.7 billion, according to FactSet. The chip maker&#39;s guidance and management commentary on customers&#39; investments in AI technology will be the most telling.</p><p>Salesforce, CrowdStrike, HP Inc., Li Auto, Pure Storage, Okta, J.M. Smucker, Chewy, Affirm, Abercrombie &amp; Fitch, Bath &amp; Body Works, Five Below, Foot Locker, Kohl&#39;s, Victoria&#39;s Secret, and B. Riley Financial are also expected to report earnings.</p><h2 id=\"id_2036547803\">Thursday, 8/29</h2><p>The Bureau of Economic Analysis releases its second preliminary estimate of second-quarter gross domestic product growth. Consensus estimate is for real GDP to have grown at a seasonally adjusted annual rate of 2.8%, matching the advance estimate published in July.</p><p>The National Association of Realtors releases its Pending Home Sales Index, a leading indicator of housing activity, for July. Economists surveyed by FactSet forecast a 1.3% month-over-month increase for the index, following a 4.8% gain in June.</p><p>Dell, Marvell, Autodesk, Lululemon, MongoDB, Best Buy, Ulta, Burlington, Campbell Soup, Birkenstock, Ollie&#39;s Bargain Outlet, American Eagle Outfitters, Academy Sports and Outdoors, and Polestar Automotive are scheduled to report quarterly results.</p><h2 id=\"id_2267574466\">Friday, 8/30</h2><p>The BEA releases the personal consumption expenditures price index for July. Consensus estimate is for the PCE price index to increase 2.6% year over year, one-tenth of a percentage point less than in June, according to FactSet The core PCE, which excludes volatile food and energy prices, is expected to rise 2.7%, also one-tenth of a percentage point less than the previous month.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JWN":"诺德斯特龙","BBY":"百思买","CRWD":"CrowdStrike Holdings, Inc.","NVDA":"英伟达","HPQ":"惠普"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462867742","content_text":"Highly anticipated earnings from Nvidia, the Federal Reserve's preferred inflation gauge, and the latest housing-market data will be the final week of August's highlights.The highlight on the earnings calendar will be Nvidia's results on Wednesday evening. As the poster child for the artificial-intelligence trade, they'll be sure to move the market, one way or the other. Other companies reporting this week will include PDD Holdings on Monday; Box on Tuesday; Salesforce, CrowdStrike, HP Inc., Okta, and Chewy on Wednesday; and Dell Technologies and Marvell Technology on Thursday.More retailers are reporting results this week, including Nordstrom on Tuesday, followed by Abercrombie & Fitch, Bath & Body Works, Five Below, Kohl's, and Victoria's Secret on Wednesday. Best Buy, Burlington Stores, Lululemon Athletica, Ulta Beauty, and American Eagle Outfitters report on Thursday.On Friday, Fed officials will get a look at the July personal consumption expenditures price index. Economists' consensus estimate is for the index to be up 2.6% from a year earlier. The Fed has a 2% annual inflation target.Other data to watch this week include the Census Bureau's durable goods report for July on Monday and the Conference Board's Consumer Confidence Index for August on Tuesday. There will also be fresh housing data in the form of the S&P CoreLogic Case-Shiller Home Price Indexes for June on Tuesday and the National Association of Realtors' Pending Home Sales Index for July on Thursday. The Bureau of Economic Analysis will release its second preliminary estimate of second-quarter gross domestic product growth also on Thursday.Monday, 8/26The Census Bureau releases the durable goods report for July. Consensus estimate is for new orders for manufactured durable goods to increase 6.8% month over month, according to FactSet. Durable goods orders fell 6.7% in June.PDD is scheduled to release quarterly results.Tuesday, 8/27S&P CoreLogic releases its Case-Shiller Home Price Indexes for June. In May, the national home price index reached a new high, rising 5.9% year over year.The Conference Board releases its Consumer Confidence Index for August. Expectations are for a 100 reading, three-tenths of a percentage point lower than July's reading, per FactSet.Nordstrom and Box are scheduled to release quarterly results.Wednesday, 8/28Nvidia, with a more than $3 trillion market capitalization, reports quarterly results on Wednesday after the market close will likely move the market, one way or the other. Wall Street expects the company to report earnings of 65 cents per share on sales of $28.7 billion, according to FactSet. The chip maker's guidance and management commentary on customers' investments in AI technology will be the most telling.Salesforce, CrowdStrike, HP Inc., Li Auto, Pure Storage, Okta, J.M. Smucker, Chewy, Affirm, Abercrombie & Fitch, Bath & Body Works, Five Below, Foot Locker, Kohl's, Victoria's Secret, and B. Riley Financial are also expected to report earnings.Thursday, 8/29The Bureau of Economic Analysis releases its second preliminary estimate of second-quarter gross domestic product growth. Consensus estimate is for real GDP to have grown at a seasonally adjusted annual rate of 2.8%, matching the advance estimate published in July.The National Association of Realtors releases its Pending Home Sales Index, a leading indicator of housing activity, for July. Economists surveyed by FactSet forecast a 1.3% month-over-month increase for the index, following a 4.8% gain in June.Dell, Marvell, Autodesk, Lululemon, MongoDB, Best Buy, Ulta, Burlington, Campbell Soup, Birkenstock, Ollie's Bargain Outlet, American Eagle Outfitters, Academy Sports and Outdoors, and Polestar Automotive are scheduled to report quarterly results.Friday, 8/30The BEA releases the personal consumption expenditures price index for July. Consensus estimate is for the PCE price index to increase 2.6% year over year, one-tenth of a percentage point less than in June, according to FactSet The core PCE, which excludes volatile food and energy prices, is expected to rise 2.7%, also one-tenth of a percentage point less than the previous month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342601173574032,"gmtCreate":1724649365767,"gmtModify":1724649369447,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342601173574032","repostId":"2462367548","repostType":2,"repost":{"id":"2462367548","kind":"highlight","pubTimestamp":1724643293,"share":"https://ttm.financial/m/news/2462367548?lang=&edition=fundamental","pubTime":"2024-08-26 11:34","market":"nz","language":"en","title":"Is Apple Nearing Its Breaking Point?","url":"https://stock-news.laohu8.com/highlight/detail?id=2462367548","media":"seekingalpha","summary":"Berkshire Hathaway cut its Apple stake by 49.33% in Q2 2024, selling 389.37 million shares. Despite this, Apple remains 30.09% of Buffett's portfolio.JPMorgan, Vanguard and BlackRock, major Apple inve","content":"<html><head></head><body><ul style=\"\"><li><p>Berkshire Hathaway cut its Apple stake by 49.33% in Q2 2024, selling 389.37 million shares. Despite this, Apple remains 30.09% of Buffett&#39;s portfolio.</p></li><li><p>JPMorgan, Vanguard and BlackRock, major Apple investors, hold increased positions in their portfolio in Apple, respectively. Vanguard increased holdings by 0.46%, while BlackRock added 0.93%, reflecting confidence in Apple’s.</p></li><li><p>Apple’s iPhone revenue fell by 1% to $39.3 billion, but iPad revenue surged 24% to $7.2 billion, driven by new models. Mac revenue rose by 2% to $7 billion.</p></li><li><p>Apple&#39;s RSI at 65.20 suggests the stock is nearing overbought territory, with limited short-term upside potential toward the $236 target price, signaling possible corrections or consolidation before further growth.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6cb1902f1aecac53e90a73d4e252eb16\" tg-width=\"750\" tg-height=\"498\"/></p><p>fazon1</p><p></p><h2 id=\"id_434294934\">Investment Thesis</h2><p>Since our last coverage, Apple (NASDAQ:AAPL) has delivered an impressive 8% return, moving closer to our previous year-end target price of $240. Warren Buffett&#39;s recent sale of nearly half of his Apple stake appears to be a strategic portfolio rebalancing rather than a signal of declining confidence in the company.</p><p>This has likely tempered short-term price action, but Apple&#39;s robust institutional backing, strong financials, and solid product performance support its long-term growth potential, reducing concerns over Buffett&#39;s sale.</p><p>Finally, Apple appears fairly valued at its current price, with strong institutional support and solid financials, though it is nearing overbought territory, suggesting limited short-term upside potential.</p><h2 id=\"id_2261179473\">Apple&#39;s Stock May Hit $236 Or Higher Target</h2><p>AAPL stock is currently priced at $225. The stock&#39;s average price target for 2024 is $236, aligning with the 0.618 3-point Fibonacci retracement level, suggesting potential resistance at this level. The optimistic target of $253 aligns with the 1 Fibonacci level, while the pessimistic target of $217 correlates with the 0.382 level, which indicates potential support if the stock faces downward pressure. These levels are critical for traders monitoring retracements or extensions in price action, particularly in short-term trends projected across Fibonacci levels.</p><p>Moreover, the RSI value of 65.20 suggests that the stock is nearing <strong>overbought territory</strong>, although the sideways trend with a downward reversion indicates weakening bullish momentum. The absence of bullish and bearish divergence further emphasizes that the RSI is not signaling any significant reversal or sell-off patterns. Still, the market may expect a minor correction as the RSI reverts towards the 50 level.</p><p>Further, the Volume Price Trend (VPT) line, currently upward but reverting, suggests increased buying pressure, albeit with signs of slowing momentum. The VPT value of 1.05 billion against its moving average of 991.67 million indicates a bottom touchdown could serve as a potential support level.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d6e1b9c8df0bf0c92e99004f02ccb7ac\" tg-width=\"1200\" tg-height=\"700\"/></p><p>Yiazou (trendspider.com)</p><p></p><p>Finally, seasonality analysis for August 2024 over 43 years indicates a <strong>61% probability</strong> of positive returns if an investment is made this month, making it an appealing entry point for those considering historical trends. However, September has historically been a weak month for AAPL returns, leading some investors to capitalize on any correction to maximize long-term gains.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/98c94462b05a2585865efbe5bae9b54b\" tg-width=\"1200\" tg-height=\"700\"/></p><p>Yiazou (trendspider.com)</p><p></p><h2 id=\"id_3189645377\">Apple&#39;s Institutional Strength: Buffett&#39;s Strategic Shift, Big Players Double Down</h2><p>Berkshire Hathaway holds a massive portfolio position in Apple&#39;s stock. Buffett&#39;s investment philosophy focuses on long-term and value-oriented approaches that typically avoid high-tech companies. However, Buffett&#39;s investment in Apple has treated it like a consumer products company.</p><p>Apple aligns with his long-standing preference for businesses with a loyal customer base and solid top-line. Interestingly, Berkshire Hathaway reduced its stake in Apple by 49% through selling 389.37 million shares during Q2 2024. Despite this significant reduction, Buffett&#39;s holding in Apple still represents 30.09% of his portfolio.</p><p>Buffett focuses on maintaining 400 million shares identical to his long-term Coca-Cola holdings (a company he has held for decades). This investment strategy shift suggests Apple may remain a vital and prolonged part of Berkshire&#39;s portfolio strategy.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/15fbe32afad56948a0e502594bf2ace9\" tg-width=\"1280\" tg-height=\"676\"/></p><p>GuruFocus</p><p></p><p>Beyond Warren Buffett, Apple is heavily backed by the world&#39;s largest and most sharp institutions. The company&#39;s institutional holding structure points to its high perceived value and stability on the street. As of Q2 2024, the largest institutional shareholders include Vanguard and BlackRock.</p><p>To begin with, Vanguard holds the largest stake in Apple, a portfolio allocation of 5.36% (1.32 billion shares) valued at $279 billion. It has made a modest increase of 6.11 million shares (+0.46%), which signals confidence in Apple&#39;s long-term prospects even at the all-time high. This slight increase reflects Vanguard&#39;s mark on Apple&#39;s sustained growth potential. With that, Apple is a cornerstone of Vanguard&#39;s portfolio at an average buy price of $28.84.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e2117057b796188326bca89c341d426c\" tg-width=\"1176\" tg-height=\"584\"/></p><p>GuruFocus</p><p></p><p>Similarly, BlackRock (largest asset manager) holds 5.02% of its portfolio in Apple (1.05 billion shares) valued at $221.20 billion with an average buy price at $38.57. The addition of 9.69 million shares represents a more aggressive increase than Vanguard. The nearly 1% increase in holdings suggests that BlackRock still perceives Apple as a critical component of its investment strategy. Further, FMR has increased its holdings by 19.61% by adding 56.66 million shares, bringing its buying average to $57.54. This substantial increase signals that FMR anticipates high price returns from Apple. Other significant transactions were executed by Geode Capital (+5.65 million shares) and Morgan Stanley (+9.07 million shares) in Q2.</p><p>Finally, Price T Rowe Associates also boosted its holding with a large increase of 21.52 million shares. The 10.4% growth in holdings indicates that Price T Rowe expects Apple to continue its upward trajectory. Norges Bank has chosen to invest a substantial portion of its portfolio in Apple right from the start. Norges Bank&#39;s new massive position of 177.53 million shares at $191.05 average price and JPMorgan Chase &amp; Co&#39;s 15.85% increase (24.73 million shares) in holdings indicate a fresh wave of smart money in Apple&#39;s growth potential.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94cd941ddbbde948c0ba14fcb6287501\" tg-width=\"1200\" tg-height=\"700\"/></p><p>Yiazou (hedgefollow.com)</p><p></p><p>In short, the total institutional activity reflects an increase of 35 million shares. Here, the number of hedge funds holding AAPL has increased to 803 in Q2 2024 against 710 in Q1. There were 233 new institutional holders in the AAPL during Q2. These ownership trends mark AAPL as a solid investment option. Buffett&#39;s move on AAPL can be considered an act of portfolio rebalancing instead of a systematic exit. This move by Warren Buffett is warranted to preserve the investment gains that were not progressive over the decade.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b21e8eb2e61477070cd522a3c245f255\" tg-width=\"1200\" tg-height=\"700\"/></p><p>10Q (Yiazou)</p><p></p><h2 id=\"id_3791180721\">Apple&#39;s Record Q3: Double-Digit EPS Growth, Strong Product Lineup, Robust Cash Reserves</h2><p>Apple&#39;s EPS grew by double digits to $1.40, setting a record for the June quarter. This double-digit growth in EPS points to Apple&#39;s high profitability. The company&#39;s ability to attain record EPS in a single quarter, considering its size and during macroeconomic uncertainty, reflects its capacity to derive solid market value.</p><p>Product Line Performance was solid beyond the 14% annual jump in services revenue. iPhone revenue was $39.3 billion, representing a slight decline of 1% year-over-year. However, on a constant currency basis, the iPhone segment showed growth.</p><p>Moreover, Mac revenue increased by 2% to $7 billion due to the popularity of the M3-powered MacBook Air models. The back-to-school season and the increasing demand for computing devices among students and professionals have led to this growth. Moreover, iPad revenue surged by 24% year-over-year to $7.2 billion. The launch of the new iPad Air and iPad Pro models with M4 chips led to this jump.</p><p>In short, new product launches rapidly benefit the company&#39;s top line, considering the upcoming iPhone 16 launch fiscal 2025 revenue may experience growth beyond analysts&#39; estimates.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/06e3bb3107bfb8063913d6361f835e0d\" tg-width=\"1280\" tg-height=\"593\"/></p><p>seekingalpha.com</p><p></p><p>Finally, Apple&#39;s financial stability and substantial cash reserves are significant strengths that support its growth potential. Apple&#39;s cash flow generation remains solid. The company generated $23 billion in operating cash flow during Q3 2024, which enabled Apple to return $24 billion to shareholders during the quarter, including $19 billion in share repurchases and $5 billion in dividends. As of the end of Q3 2024, Apple&#39;s cash reserves stood at $166 billion, providing the company significant financial flexibility.</p><h2 id=\"id_2013075535\">Apple&#39;s AI Gamble: Can Vision Pro and Late AI Push Overcome Big Risks?</h2><p>Apple&#39;s significant investments in AI and machine learning with the introduction of Apple Intelligence is a delay against the competitor&#39;s AI launches. However, the success of these AI initiatives is far from guaranteed. The tech industry is highly competitive with Apple&#39;s late entry into certain AI domains against rivals like Google and Microsoft, which may hinder its top-line growth and capability to dominate the AI market (due to the lack of first mover advantage).</p><p>On the other hand, the launch of Apple Vision Pro (a high-end mixed reality device) represents a bold step into new product territory. However, the success of this product is still uncertain due to its premium pricing and the nascent state of the mixed reality market. The risk is that the initial excitement and interest may not translate into widespread adoption if competing products offer similar capabilities at lower prices. Additionally, the heavy reliance on developer support to create compelling apps for Vision Pro could be a bottleneck for the top-line.</p><p>Finally, the blind following behind Warren Buffett may continue to misinterpret the sell action on Apple&#39;s stake as an inflection point for the stock. This may create short-term selling pressure on the stock.</p><h2 id=\"id_944940\">Takeaway</h2><p>While Warren Buffett&#39;s reduction of his Apple stake may create short-term selling pressure, it appears to be a strategic portfolio rebalancing rather than a lack of confidence in the company. Apple&#39;s solid institutional backing, robust financials, and consistent product performance support its long-term growth potential. However, with the stock nearing overbought territory, further short-term upside may be limited.</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>Is Apple Nearing Its Breaking Point?</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\">\nIs Apple Nearing Its Breaking Point?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-26 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4716941-is-apple-nearing-its-breaking-point><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway cut its Apple stake by 49.33% in Q2 2024, selling 389.37 million shares. Despite this, Apple remains 30.09% of Buffett's portfolio.JPMorgan, Vanguard and BlackRock, major Apple ...</p>\n\n<a href=\"https://seekingalpha.com/article/4716941-is-apple-nearing-its-breaking-point\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BLK":"贝莱德","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4571":"数字音乐概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4576":"AR","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","BK4575":"芯片概念","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4501":"段永平概念","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BRK.A":"伯克希尔","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","BK4588":"碎股","BRK.B":"伯克希尔B","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0971096721.USD":"富达环球金融服务 A","BK4574":"无人驾驶","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4573":"虚拟现实","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4505":"高瓴资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4581":"高盛持仓","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","BK4504":"桥水持仓","AAPL":"苹果","BK4135":"资产管理与托管银行","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4592":"伊斯兰概念","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"https://seekingalpha.com/article/4716941-is-apple-nearing-its-breaking-point","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2462367548","content_text":"Berkshire Hathaway cut its Apple stake by 49.33% in Q2 2024, selling 389.37 million shares. Despite this, Apple remains 30.09% of Buffett's portfolio.JPMorgan, Vanguard and BlackRock, major Apple investors, hold increased positions in their portfolio in Apple, respectively. Vanguard increased holdings by 0.46%, while BlackRock added 0.93%, reflecting confidence in Apple’s.Apple’s iPhone revenue fell by 1% to $39.3 billion, but iPad revenue surged 24% to $7.2 billion, driven by new models. Mac revenue rose by 2% to $7 billion.Apple's RSI at 65.20 suggests the stock is nearing overbought territory, with limited short-term upside potential toward the $236 target price, signaling possible corrections or consolidation before further growth.fazon1Investment ThesisSince our last coverage, Apple (NASDAQ:AAPL) has delivered an impressive 8% return, moving closer to our previous year-end target price of $240. Warren Buffett's recent sale of nearly half of his Apple stake appears to be a strategic portfolio rebalancing rather than a signal of declining confidence in the company.This has likely tempered short-term price action, but Apple's robust institutional backing, strong financials, and solid product performance support its long-term growth potential, reducing concerns over Buffett's sale.Finally, Apple appears fairly valued at its current price, with strong institutional support and solid financials, though it is nearing overbought territory, suggesting limited short-term upside potential.Apple's Stock May Hit $236 Or Higher TargetAAPL stock is currently priced at $225. The stock's average price target for 2024 is $236, aligning with the 0.618 3-point Fibonacci retracement level, suggesting potential resistance at this level. The optimistic target of $253 aligns with the 1 Fibonacci level, while the pessimistic target of $217 correlates with the 0.382 level, which indicates potential support if the stock faces downward pressure. These levels are critical for traders monitoring retracements or extensions in price action, particularly in short-term trends projected across Fibonacci levels.Moreover, the RSI value of 65.20 suggests that the stock is nearing overbought territory, although the sideways trend with a downward reversion indicates weakening bullish momentum. The absence of bullish and bearish divergence further emphasizes that the RSI is not signaling any significant reversal or sell-off patterns. Still, the market may expect a minor correction as the RSI reverts towards the 50 level.Further, the Volume Price Trend (VPT) line, currently upward but reverting, suggests increased buying pressure, albeit with signs of slowing momentum. The VPT value of 1.05 billion against its moving average of 991.67 million indicates a bottom touchdown could serve as a potential support level.Yiazou (trendspider.com)Finally, seasonality analysis for August 2024 over 43 years indicates a 61% probability of positive returns if an investment is made this month, making it an appealing entry point for those considering historical trends. However, September has historically been a weak month for AAPL returns, leading some investors to capitalize on any correction to maximize long-term gains.Yiazou (trendspider.com)Apple's Institutional Strength: Buffett's Strategic Shift, Big Players Double DownBerkshire Hathaway holds a massive portfolio position in Apple's stock. Buffett's investment philosophy focuses on long-term and value-oriented approaches that typically avoid high-tech companies. However, Buffett's investment in Apple has treated it like a consumer products company.Apple aligns with his long-standing preference for businesses with a loyal customer base and solid top-line. Interestingly, Berkshire Hathaway reduced its stake in Apple by 49% through selling 389.37 million shares during Q2 2024. Despite this significant reduction, Buffett's holding in Apple still represents 30.09% of his portfolio.Buffett focuses on maintaining 400 million shares identical to his long-term Coca-Cola holdings (a company he has held for decades). This investment strategy shift suggests Apple may remain a vital and prolonged part of Berkshire's portfolio strategy.GuruFocusBeyond Warren Buffett, Apple is heavily backed by the world's largest and most sharp institutions. The company's institutional holding structure points to its high perceived value and stability on the street. As of Q2 2024, the largest institutional shareholders include Vanguard and BlackRock.To begin with, Vanguard holds the largest stake in Apple, a portfolio allocation of 5.36% (1.32 billion shares) valued at $279 billion. It has made a modest increase of 6.11 million shares (+0.46%), which signals confidence in Apple's long-term prospects even at the all-time high. This slight increase reflects Vanguard's mark on Apple's sustained growth potential. With that, Apple is a cornerstone of Vanguard's portfolio at an average buy price of $28.84.GuruFocusSimilarly, BlackRock (largest asset manager) holds 5.02% of its portfolio in Apple (1.05 billion shares) valued at $221.20 billion with an average buy price at $38.57. The addition of 9.69 million shares represents a more aggressive increase than Vanguard. The nearly 1% increase in holdings suggests that BlackRock still perceives Apple as a critical component of its investment strategy. Further, FMR has increased its holdings by 19.61% by adding 56.66 million shares, bringing its buying average to $57.54. This substantial increase signals that FMR anticipates high price returns from Apple. Other significant transactions were executed by Geode Capital (+5.65 million shares) and Morgan Stanley (+9.07 million shares) in Q2.Finally, Price T Rowe Associates also boosted its holding with a large increase of 21.52 million shares. The 10.4% growth in holdings indicates that Price T Rowe expects Apple to continue its upward trajectory. Norges Bank has chosen to invest a substantial portion of its portfolio in Apple right from the start. Norges Bank's new massive position of 177.53 million shares at $191.05 average price and JPMorgan Chase & Co's 15.85% increase (24.73 million shares) in holdings indicate a fresh wave of smart money in Apple's growth potential.Yiazou (hedgefollow.com)In short, the total institutional activity reflects an increase of 35 million shares. Here, the number of hedge funds holding AAPL has increased to 803 in Q2 2024 against 710 in Q1. There were 233 new institutional holders in the AAPL during Q2. These ownership trends mark AAPL as a solid investment option. Buffett's move on AAPL can be considered an act of portfolio rebalancing instead of a systematic exit. This move by Warren Buffett is warranted to preserve the investment gains that were not progressive over the decade.10Q (Yiazou)Apple's Record Q3: Double-Digit EPS Growth, Strong Product Lineup, Robust Cash ReservesApple's EPS grew by double digits to $1.40, setting a record for the June quarter. This double-digit growth in EPS points to Apple's high profitability. The company's ability to attain record EPS in a single quarter, considering its size and during macroeconomic uncertainty, reflects its capacity to derive solid market value.Product Line Performance was solid beyond the 14% annual jump in services revenue. iPhone revenue was $39.3 billion, representing a slight decline of 1% year-over-year. However, on a constant currency basis, the iPhone segment showed growth.Moreover, Mac revenue increased by 2% to $7 billion due to the popularity of the M3-powered MacBook Air models. The back-to-school season and the increasing demand for computing devices among students and professionals have led to this growth. Moreover, iPad revenue surged by 24% year-over-year to $7.2 billion. The launch of the new iPad Air and iPad Pro models with M4 chips led to this jump.In short, new product launches rapidly benefit the company's top line, considering the upcoming iPhone 16 launch fiscal 2025 revenue may experience growth beyond analysts' estimates.seekingalpha.comFinally, Apple's financial stability and substantial cash reserves are significant strengths that support its growth potential. Apple's cash flow generation remains solid. The company generated $23 billion in operating cash flow during Q3 2024, which enabled Apple to return $24 billion to shareholders during the quarter, including $19 billion in share repurchases and $5 billion in dividends. As of the end of Q3 2024, Apple's cash reserves stood at $166 billion, providing the company significant financial flexibility.Apple's AI Gamble: Can Vision Pro and Late AI Push Overcome Big Risks?Apple's significant investments in AI and machine learning with the introduction of Apple Intelligence is a delay against the competitor's AI launches. However, the success of these AI initiatives is far from guaranteed. The tech industry is highly competitive with Apple's late entry into certain AI domains against rivals like Google and Microsoft, which may hinder its top-line growth and capability to dominate the AI market (due to the lack of first mover advantage).On the other hand, the launch of Apple Vision Pro (a high-end mixed reality device) represents a bold step into new product territory. However, the success of this product is still uncertain due to its premium pricing and the nascent state of the mixed reality market. The risk is that the initial excitement and interest may not translate into widespread adoption if competing products offer similar capabilities at lower prices. Additionally, the heavy reliance on developer support to create compelling apps for Vision Pro could be a bottleneck for the top-line.Finally, the blind following behind Warren Buffett may continue to misinterpret the sell action on Apple's stake as an inflection point for the stock. This may create short-term selling pressure on the stock.TakeawayWhile Warren Buffett's reduction of his Apple stake may create short-term selling pressure, it appears to be a strategic portfolio rebalancing rather than a lack of confidence in the company. Apple's solid institutional backing, robust financials, and consistent product performance support its long-term growth potential. However, with the stock nearing overbought territory, further short-term upside may be limited.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341583331143920,"gmtCreate":1724416240552,"gmtModify":1724416242508,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341583331143920","repostId":"2461587215","repostType":2,"repost":{"id":"2461587215","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1724406128,"share":"https://ttm.financial/m/news/2461587215?lang=&edition=fundamental","pubTime":"2024-08-23 17:42","market":"hk","language":"en","title":"Nvidia Earnings Are Coming. Big Tech Is Priced For Perfection","url":"https://stock-news.laohu8.com/highlight/detail?id=2461587215","media":"Dow Jones","summary":"You would think that the last week of August should be the doggiest of the dog days of summer on Wall Street as traders hit the beach to enjoy the end of summer before Labor Day. But there is a huge market event looming that investors won't want to miss: Nvidia's earnings report.One money manager suggested that the artificial-intelligence chip giant's results may even overshadow Federal Reserve Chair Jerome Powell's eagerly anticipated comments about inflation, the economy, and interest rates during his Jackson Hole speech Friday.\"Move over, Fed, it's all about Nvidia's earnings on August 28th. The waiting is the hardest part,\" quipped Gina Bolvin, president of Bolvin Wealth Management Group, with a nod to the late Tom Petty.The Roundhill Magnificent Seven exchange-traded fund, which only owns Nvidia, Apple, Microsoft, Amazon.com, Alphabet, Meta Platforms, and Tesla, is trading at about 36 times earnings estimates for 2024. That is up from the P/E of 32 the fund was trading at followin","content":"<html><head></head><body><p>You would think that the last week of August should be the doggiest of the dog days of summer on Wall Street as traders hit the beach to enjoy the end of summer before Labor Day. But there is a huge market event looming that investors won&#39;t want to miss: Nvidia&#39;s earnings report.</p><p>One money manager suggested that the artificial-intelligence chip giant&#39;s results may even overshadow Federal Reserve Chair Jerome Powell&#39;s eagerly anticipated comments about inflation, the economy, and interest rates during his Jackson Hole speech Friday.</p><p>&#34;Move over, Fed, it&#39;s all about Nvidia&#39;s earnings on August 28th. The waiting is the hardest part,&#34; quipped Gina Bolvin, president of Bolvin Wealth Management Group, with a nod to the late Tom Petty.</p><p>Nvidia will need to post another blockbuster quarter and issue upbeat guidance to justify valuations for tech stocks that are suddenly looking pricey again.</p><p>The Roundhill Magnificent Seven exchange-traded fund, which only owns Nvidia, Apple, Microsoft, Amazon.com, Alphabet, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and Tesla, is trading at about 36 times earnings estimates for 2024. That is up from the P/E of 32 the fund was trading at following the market selloff on Aug. 5.</p><p>It is also higher than both the broader market and the rest of tech. The S&amp;P 500 is valued at about 23 times this year&#39;s earnings forecasts while the Invesco QQQ Trust, which tracks the Nasdaq 100 index, sports a P/E of 30. The Magnificent Seven skew those multiples higher since they dominate both market-cap-weighted indexes.</p><p>It should go without saying the pressure is on Nvidia to prove to Wall Street that the AI hype is real and help justify Big Tech&#39;s lofty valuations. Nvidia is trading at about 47 times forward earnings estimates. Tesla is the only Magnificent Seven stock with a higher valuation; its P/E it approaching 100.</p><p>But Nvidia may be up to the challenge.</p><p>Earnings and revenue are expected to more than double from a year ago. And it&#39;s worth remembering that Nvidia faced lofty expectations in May, the last time it reported earnings. The company wound up doing its best Aaron Judge impersonation and smashed it out of the ballpark. Earnings topped analysts&#39; forecasts by 7%, igniting another big rally in tech stocks.</p><p>Considering that other major tech companies have already issued rosy expectations for AI-related products and services, that should be good news for Nvidia, which counts Microsoft, Amazon, Alphabet, and Meta among its largest customers.</p><p>&#34;Each of the companies highlighted robust demand and investment in AI-related products that should support [tech] earnings moving forward,&#34; said Raymond James chief investment officer Larry Adam in a report, referring to the Big Tech companies that have already reported earnings.</p><p>&#34;Strength in earnings is why we favor megacap tech and would use any periods of weakness as buying opportunities,&#34; Adam added.</p><p>Nvidia&#39;s chips are also in strong demand from customers outside of tech, such as the automotive industry.</p><p>&#34;Nvidia continues to experience strong demand from key customers across all of its processors and is having a difficult time keeping up with the demand,&#34; said Ivan Feinseth, chief market strategist of Tigress Financial Intelligence, in a report. Feinseth added that &#34;significant upside exists from current levels&#34; for Nvidia.</p><p>Wall Street agrees. Nearly all of the sell-side analysts who cover the stock have a Buy rating on it and the consensus price target is nearly 10% above current levels.</p><p>Yes, Nvidia is the very definition of a crowded trade, one where nearly everyone is in agreement that the stock should keep going up. But Nvidia has continued to reward its investors, as well as shareholders in other Big Tech giants riding its wave of momentum, time and again.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Earnings Are Coming. Big Tech Is Priced For Perfection</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Earnings Are Coming. Big Tech Is Priced For Perfection\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-23 17:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>You would think that the last week of August should be the doggiest of the dog days of summer on Wall Street as traders hit the beach to enjoy the end of summer before Labor Day. But there is a huge market event looming that investors won&#39;t want to miss: Nvidia&#39;s earnings report.</p><p>One money manager suggested that the artificial-intelligence chip giant&#39;s results may even overshadow Federal Reserve Chair Jerome Powell&#39;s eagerly anticipated comments about inflation, the economy, and interest rates during his Jackson Hole speech Friday.</p><p>&#34;Move over, Fed, it&#39;s all about Nvidia&#39;s earnings on August 28th. The waiting is the hardest part,&#34; quipped Gina Bolvin, president of Bolvin Wealth Management Group, with a nod to the late Tom Petty.</p><p>Nvidia will need to post another blockbuster quarter and issue upbeat guidance to justify valuations for tech stocks that are suddenly looking pricey again.</p><p>The Roundhill Magnificent Seven exchange-traded fund, which only owns Nvidia, Apple, Microsoft, Amazon.com, Alphabet, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and Tesla, is trading at about 36 times earnings estimates for 2024. That is up from the P/E of 32 the fund was trading at following the market selloff on Aug. 5.</p><p>It is also higher than both the broader market and the rest of tech. The S&amp;P 500 is valued at about 23 times this year&#39;s earnings forecasts while the Invesco QQQ Trust, which tracks the Nasdaq 100 index, sports a P/E of 30. The Magnificent Seven skew those multiples higher since they dominate both market-cap-weighted indexes.</p><p>It should go without saying the pressure is on Nvidia to prove to Wall Street that the AI hype is real and help justify Big Tech&#39;s lofty valuations. Nvidia is trading at about 47 times forward earnings estimates. Tesla is the only Magnificent Seven stock with a higher valuation; its P/E it approaching 100.</p><p>But Nvidia may be up to the challenge.</p><p>Earnings and revenue are expected to more than double from a year ago. And it&#39;s worth remembering that Nvidia faced lofty expectations in May, the last time it reported earnings. The company wound up doing its best Aaron Judge impersonation and smashed it out of the ballpark. Earnings topped analysts&#39; forecasts by 7%, igniting another big rally in tech stocks.</p><p>Considering that other major tech companies have already issued rosy expectations for AI-related products and services, that should be good news for Nvidia, which counts Microsoft, Amazon, Alphabet, and Meta among its largest customers.</p><p>&#34;Each of the companies highlighted robust demand and investment in AI-related products that should support [tech] earnings moving forward,&#34; said Raymond James chief investment officer Larry Adam in a report, referring to the Big Tech companies that have already reported earnings.</p><p>&#34;Strength in earnings is why we favor megacap tech and would use any periods of weakness as buying opportunities,&#34; Adam added.</p><p>Nvidia&#39;s chips are also in strong demand from customers outside of tech, such as the automotive industry.</p><p>&#34;Nvidia continues to experience strong demand from key customers across all of its processors and is having a difficult time keeping up with the demand,&#34; said Ivan Feinseth, chief market strategist of Tigress Financial Intelligence, in a report. Feinseth added that &#34;significant upside exists from current levels&#34; for Nvidia.</p><p>Wall Street agrees. Nearly all of the sell-side analysts who cover the stock have a Buy rating on it and the consensus price target is nearly 10% above current levels.</p><p>Yes, Nvidia is the very definition of a crowded trade, one where nearly everyone is in agreement that the stock should keep going up. But Nvidia has continued to reward its investors, as well as shareholders in other Big Tech giants riding its wave of momentum, time and again.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","META":"Meta Platforms, Inc.","NVDA":"英伟达","TSLA":"特斯拉","AMZN":"亚马逊","GOOGL":"谷歌A"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2461587215","content_text":"You would think that the last week of August should be the doggiest of the dog days of summer on Wall Street as traders hit the beach to enjoy the end of summer before Labor Day. But there is a huge market event looming that investors won't want to miss: Nvidia's earnings report.One money manager suggested that the artificial-intelligence chip giant's results may even overshadow Federal Reserve Chair Jerome Powell's eagerly anticipated comments about inflation, the economy, and interest rates during his Jackson Hole speech Friday.\"Move over, Fed, it's all about Nvidia's earnings on August 28th. The waiting is the hardest part,\" quipped Gina Bolvin, president of Bolvin Wealth Management Group, with a nod to the late Tom Petty.Nvidia will need to post another blockbuster quarter and issue upbeat guidance to justify valuations for tech stocks that are suddenly looking pricey again.The Roundhill Magnificent Seven exchange-traded fund, which only owns Nvidia, Apple, Microsoft, Amazon.com, Alphabet, Meta Platforms, and Tesla, is trading at about 36 times earnings estimates for 2024. That is up from the P/E of 32 the fund was trading at following the market selloff on Aug. 5.It is also higher than both the broader market and the rest of tech. The S&P 500 is valued at about 23 times this year's earnings forecasts while the Invesco QQQ Trust, which tracks the Nasdaq 100 index, sports a P/E of 30. The Magnificent Seven skew those multiples higher since they dominate both market-cap-weighted indexes.It should go without saying the pressure is on Nvidia to prove to Wall Street that the AI hype is real and help justify Big Tech's lofty valuations. Nvidia is trading at about 47 times forward earnings estimates. Tesla is the only Magnificent Seven stock with a higher valuation; its P/E it approaching 100.But Nvidia may be up to the challenge.Earnings and revenue are expected to more than double from a year ago. And it's worth remembering that Nvidia faced lofty expectations in May, the last time it reported earnings. The company wound up doing its best Aaron Judge impersonation and smashed it out of the ballpark. Earnings topped analysts' forecasts by 7%, igniting another big rally in tech stocks.Considering that other major tech companies have already issued rosy expectations for AI-related products and services, that should be good news for Nvidia, which counts Microsoft, Amazon, Alphabet, and Meta among its largest customers.\"Each of the companies highlighted robust demand and investment in AI-related products that should support [tech] earnings moving forward,\" said Raymond James chief investment officer Larry Adam in a report, referring to the Big Tech companies that have already reported earnings.\"Strength in earnings is why we favor megacap tech and would use any periods of weakness as buying opportunities,\" Adam added.Nvidia's chips are also in strong demand from customers outside of tech, such as the automotive industry.\"Nvidia continues to experience strong demand from key customers across all of its processors and is having a difficult time keeping up with the demand,\" said Ivan Feinseth, chief market strategist of Tigress Financial Intelligence, in a report. Feinseth added that \"significant upside exists from current levels\" for Nvidia.Wall Street agrees. Nearly all of the sell-side analysts who cover the stock have a Buy rating on it and the consensus price target is nearly 10% above current levels.Yes, Nvidia is the very definition of a crowded trade, one where nearly everyone is in agreement that the stock should keep going up. But Nvidia has continued to reward its investors, as well as shareholders in other Big Tech giants riding its wave of momentum, time and again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341504249016320,"gmtCreate":1724396996418,"gmtModify":1724396999618,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341504249016320","repostId":"2461342977","repostType":2,"repost":{"id":"2461342977","pubTimestamp":1724392800,"share":"https://ttm.financial/m/news/2461342977?lang=&edition=fundamental","pubTime":"2024-08-23 14:00","market":"us","language":"en","title":"Super Micro Computer: Buy The Meltdown While Others Ignore","url":"https://stock-news.laohu8.com/highlight/detail?id=2461342977","media":"Seeking Alpha","summary":"Super Micro stock has plunged deep into a bear market as investors took profit after a massive run.Nvidia's delayed Blackwell AI chips launch has intensified the market's concerns.SMCI's valuation pre","content":"<html><head></head><body><ul style=\"\"><li><p>Super Micro stock has plunged deep into a bear market as investors took profit after a massive run.</p></li><li><p>Nvidia&#39;s delayed Blackwell AI chips launch has intensified the market&#39;s concerns.</p></li><li><p>SMCI&#39;s valuation premium against arch-rival DELL has also narrowed considerably.</p></li><li><p>I assess the bear market in SMCI must not be taken negatively. I explain my views.</p></li><li><p>With SMCI looking increasingly attractive, bullish investors should ignore the noise and buy the meltdown. Here&#39;s why.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e678235f3d3a4c30f6900e649543eed9\" alt=\"JHVEPhoto\" title=\"JHVEPhoto\" tg-width=\"750\" tg-height=\"500\"/><span>JHVEPhoto</span></p><h2 id=\"id_3062934105\">Super Micro: Investors Fled From The Stock</h2><p>Super Micro Computer, Inc. (NASDAQ:SMCI) (NEOE:SMCI:CA) investors were likely disappointed as the company headed into its recent earnings release with headwinds in NVIDIA&#39;s (NVDA) Blackwell architecture. As a result, the early optimism of a faster-than-anticipated ramp cadence quickly dissipated as investors reassessed Super Micro&#39;s near-term growth inflection. As a result, SMCI has underperformed the S&amp;P 500 (SPX) (SPY) significantly since my previous update in late July 2024.</p><p>While the relative underperformance is impactful, I have not assessed red flags in Super Micro&#39;s fundamental metrics or price action. In my previous bullish Super Micro article, I emphasized the need for investors to be patient. I indicated that SMCI remains well-positioned to capitalize on the opportunities from the industry shift to direct liquid-cooled AI rack servers.</p><p>However, I didn&#39;t expect the delay in Nvidia Blackwell AI chips. As a result, the anticipated slowdown in revenue ramp attributed to Blackwell has likely tempered Super Micro&#39;s outlook for FY2025. In addition, a slower-than-expected production cadence could also affect its adjusted gross margins outlook, hurting its free cash flow profitability further. As a result, I&#39;ve determined that the recent valuation de-rating in SMCI is justified, as the market narrowed the valuation bifurcation between SMCI and Dell (DELL).</p><h2 id=\"id_110287533\">SMCI: Valuation Premium Against DELL Closed Considerably</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cd08e1eec4405c32de9123a873c19216\" alt=\"SMCI Vs. Dell forward valuation multiples (TIKR)\" title=\"SMCI Vs. Dell forward valuation multiples (TIKR)\" tg-width=\"640\" tg-height=\"384\"/><span>SMCI Vs. Dell forward valuation multiples (TIKR)</span></p><p>As seen above, SMCI&#39;s valuation relative to DELL has closed markedly since early 2024. As a result, the market seems to have refocused its attention on Dell potentially catching up with Super Micro as they compete for high-performance AI server leadership. Super Micro&#39;s rapid deployment advantages and quick adoption of DLC server solutions have allowed it to scale its capacity for the arrival of Blackwell. Given the significant CapEx committed by big tech and hyperscalers in their bid to maintain their Generative AI leadership, SMCI is well-poised to capitalize.</p><h2 id=\"id_1505065939\">Super Micro Needs To Justify A Profitable Production Ramp</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/19718cdfe27612d5e635d4850b25141c\" alt=\"SMCI adjusted gross margins by quarter (Super Micro filings)\" title=\"SMCI adjusted gross margins by quarter (Super Micro filings)\" tg-width=\"640\" tg-height=\"361\"/><span>SMCI adjusted gross margins by quarter (Super Micro filings)</span></p><p>However, I assess that SMCI&#39;s relative underperformance against DELL suggests the market may be concerned about the cost of such a rapid deployment strategy. Accordingly, Super Micro&#39;s adjusted gross margin has fallen significantly to 11.7% in FQ4, down from last year&#39;s 17.1%. Hence, even as it aims to scale its DLC solutions quickly, a slower-than-anticipated build-out could significantly impact Super Micro&#39;s ability to lift its profitability.</p><p>In addition, Super Micro reported CapEx spending of almost $137M for FY2024, a significant increase from last year&#39;s $37M metric. For FY2025 and FY2026, Wall Street estimates CapEx spending of $121M and $139M, respectively. Super Micro&#39;s FQ1 CapEx guidance of between $45M and $55M suggests a notable CapEx ramp cadence in the first fiscal half as the company looks to gain market share quickly.</p><p>The company&#39;s commentary of having garnered &#34;at least 70% or 80%&#34; market share for DLC solutions in June and July has likely helped to assure bullish SMCI investors of its go-to-market strategy. However, DELL&#39;s relative outperformance over the past six months suggests the market is palpably concerned about Super Micro&#39;s execution risks against its profitability as it increases its DLC production.</p><p>Furthermore, Dell&#39;s ability to catch up quickly with Super Micro shouldn&#39;t be understated. Its more diversified server solutions beyond AI servers for hyperscaler workloads could mitigate a slower-than-anticipated and potentially more costly DLC ramp. We need more confidence from Super Micro over the next two fiscal quarters before a more sustained bullish reversal could pan out. Given the free cash flow impact and the potential for a working capital raise, I believe investors are justified to be concerned.</p><h2 id=\"id_2592230794\">SMCI Stock: Still Best-in-Class For Growth</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4e11d5e3dc75d463c0ba85031538ddf\" alt=\"SMCI Quant Grades (Seeking Alpha)\" title=\"SMCI Quant Grades (Seeking Alpha)\" tg-width=\"613\" tg-height=\"319\"/><span>SMCI Quant Grades (Seeking Alpha)</span></p><p>Its valuation bifurcation against DELL has narrowed markedly. The valuation de-rating is demonstrated in SMCI&#39;s &#34;C-&#34; valuation grade, which improved from a &#34;D+&#34; grade six months ago. Despite that, SMCI&#39;s &#34;A&#34; growth grade underscores the market&#39;s optimism about its ability to benefit from more robust Blackwell ramp prospects. However, valid concerns over its profitability must be considered, also reflected in its &#34;D&#34; profitability grade.</p><p>As discussed earlier, a slower-than-expected ramp profile could hurt Super Micro&#39;s ability to deliver an inflection in its gross margins and free cash flow trajectory. As a result, the market will likely place SMCI in the penalty box in the short term, as it assesses the company&#39;s performance in the next two fiscal quarters.</p><p>Furthermore, Wall Street has turned less optimistic about the company&#39;s performance, as SMCI earnings downgrades have also increased. Given the caution over SMCI&#39;s profitability and production cadence, should investors consider the current weakness to add more shares?</p><h2 id=\"id_1725134667\">Is SMCI Stock A Buy, Sell, Or Hold?</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b28dea985534cfcd63256caeac83786d\" alt=\"SMCI price chart (weekly, medium-term) (TradingView)\" title=\"SMCI price chart (weekly, medium-term) (TradingView)\" tg-width=\"640\" tg-height=\"394\"/><span>SMCI price chart (weekly, medium-term) (TradingView)</span></p><p>As seen above, SMCI&#39;s sellers have digested its surge as the stock topped out in March 2024. As a result, it has also plunged into a bear market, declining more than 60% through its August 2024 lows.</p><p>However, I assessed buying support close to the stock&#39;s 50-week moving average (blue line), which is pivotal to helping it maintain its uptrend bias.</p><p>Buyers have attempted to hold above the $500 zone, although I determined that a decisive recovery might not be possible unless the $700 support zone is retaken resoundingly.</p><p>SMCI&#39;s $700 critical support level was breached in the decline toward its August lows, likely shaking out weak holders. While I think near-term caution is justified, I assess the stock&#39;s risk/reward profile remains attractive from a medium- to long-term perspective.</p><p>Super Micro has bolstered its capacity to undertake higher AI production needs as it looks to dominate the DLC server market. Therefore, unless Nvidia&#39;s Blackwell architecture faces a significant delay, caution about SMCI&#39;s profitability impact has likely been priced in. The stock doesn&#39;t seem to be expensive, and its valuation premium against DELL has narrowed considerably.</p><p>Hence, I see the opportunity to remain bullish in SMCI as appropriate, suggesting investors should capitalize on its near-term bear market to add more shares.</p><h2 id=\"id_2751156689\">Risks To SMCI&#39;s Thesis</h2><p>As highlighted earlier, Super Micro&#39;s ability to ramp quickly is critical to achieving market leadership in DLC server solutions. The company&#39;s rapid deployment strategy has been fundamental to gaining market share quickly with the leading hyperscalers. A slower-than-expected ramp cadence could hinder the company&#39;s competitive edge against more well-diversified peers, impacting its profitability.</p><p>In addition, Super Micro&#39;s focus on its hyperscaler partnership indicates a potentially higher concentration risk in the AI upcycle. Therefore, SMCI could be more vulnerable to a valuation de-rating if the AI infrastructure investment cadence isn&#39;t as fast as expected.</p><p><em>Rating: Maintain Buy.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing, unless otherwise specified.</em></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>Super Micro Computer: Buy The Meltdown While Others Ignore</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Computer: Buy The Meltdown While Others Ignore\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-23 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4716211-super-micro-computer-buy-stock-while-others-ignore><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro stock has plunged deep into a bear market as investors took profit after a massive run.Nvidia's delayed Blackwell AI chips launch has intensified the market's concerns.SMCI's valuation ...</p>\n\n<a href=\"https://seekingalpha.com/article/4716211-super-micro-computer-buy-stock-while-others-ignore\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SMCI":"超微电脑","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4170":"电脑硬件、储存设备及电脑周边","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4529":"IDC概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BK4592":"伊斯兰概念","BK4515":"5G概念","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4587":"ChatGPT概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4559":"巴菲特持仓","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4550":"红杉资本持仓","BK4588":"碎股","BK4579":"人工智能","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4716211-super-micro-computer-buy-stock-while-others-ignore","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2461342977","content_text":"Super Micro stock has plunged deep into a bear market as investors took profit after a massive run.Nvidia's delayed Blackwell AI chips launch has intensified the market's concerns.SMCI's valuation premium against arch-rival DELL has also narrowed considerably.I assess the bear market in SMCI must not be taken negatively. I explain my views.With SMCI looking increasingly attractive, bullish investors should ignore the noise and buy the meltdown. Here's why.JHVEPhotoSuper Micro: Investors Fled From The StockSuper Micro Computer, Inc. (NASDAQ:SMCI) (NEOE:SMCI:CA) investors were likely disappointed as the company headed into its recent earnings release with headwinds in NVIDIA's (NVDA) Blackwell architecture. As a result, the early optimism of a faster-than-anticipated ramp cadence quickly dissipated as investors reassessed Super Micro's near-term growth inflection. As a result, SMCI has underperformed the S&P 500 (SPX) (SPY) significantly since my previous update in late July 2024.While the relative underperformance is impactful, I have not assessed red flags in Super Micro's fundamental metrics or price action. In my previous bullish Super Micro article, I emphasized the need for investors to be patient. I indicated that SMCI remains well-positioned to capitalize on the opportunities from the industry shift to direct liquid-cooled AI rack servers.However, I didn't expect the delay in Nvidia Blackwell AI chips. As a result, the anticipated slowdown in revenue ramp attributed to Blackwell has likely tempered Super Micro's outlook for FY2025. In addition, a slower-than-expected production cadence could also affect its adjusted gross margins outlook, hurting its free cash flow profitability further. As a result, I've determined that the recent valuation de-rating in SMCI is justified, as the market narrowed the valuation bifurcation between SMCI and Dell (DELL).SMCI: Valuation Premium Against DELL Closed ConsiderablySMCI Vs. Dell forward valuation multiples (TIKR)As seen above, SMCI's valuation relative to DELL has closed markedly since early 2024. As a result, the market seems to have refocused its attention on Dell potentially catching up with Super Micro as they compete for high-performance AI server leadership. Super Micro's rapid deployment advantages and quick adoption of DLC server solutions have allowed it to scale its capacity for the arrival of Blackwell. Given the significant CapEx committed by big tech and hyperscalers in their bid to maintain their Generative AI leadership, SMCI is well-poised to capitalize.Super Micro Needs To Justify A Profitable Production RampSMCI adjusted gross margins by quarter (Super Micro filings)However, I assess that SMCI's relative underperformance against DELL suggests the market may be concerned about the cost of such a rapid deployment strategy. Accordingly, Super Micro's adjusted gross margin has fallen significantly to 11.7% in FQ4, down from last year's 17.1%. Hence, even as it aims to scale its DLC solutions quickly, a slower-than-anticipated build-out could significantly impact Super Micro's ability to lift its profitability.In addition, Super Micro reported CapEx spending of almost $137M for FY2024, a significant increase from last year's $37M metric. For FY2025 and FY2026, Wall Street estimates CapEx spending of $121M and $139M, respectively. Super Micro's FQ1 CapEx guidance of between $45M and $55M suggests a notable CapEx ramp cadence in the first fiscal half as the company looks to gain market share quickly.The company's commentary of having garnered \"at least 70% or 80%\" market share for DLC solutions in June and July has likely helped to assure bullish SMCI investors of its go-to-market strategy. However, DELL's relative outperformance over the past six months suggests the market is palpably concerned about Super Micro's execution risks against its profitability as it increases its DLC production.Furthermore, Dell's ability to catch up quickly with Super Micro shouldn't be understated. Its more diversified server solutions beyond AI servers for hyperscaler workloads could mitigate a slower-than-anticipated and potentially more costly DLC ramp. We need more confidence from Super Micro over the next two fiscal quarters before a more sustained bullish reversal could pan out. Given the free cash flow impact and the potential for a working capital raise, I believe investors are justified to be concerned.SMCI Stock: Still Best-in-Class For GrowthSMCI Quant Grades (Seeking Alpha)Its valuation bifurcation against DELL has narrowed markedly. The valuation de-rating is demonstrated in SMCI's \"C-\" valuation grade, which improved from a \"D+\" grade six months ago. Despite that, SMCI's \"A\" growth grade underscores the market's optimism about its ability to benefit from more robust Blackwell ramp prospects. However, valid concerns over its profitability must be considered, also reflected in its \"D\" profitability grade.As discussed earlier, a slower-than-expected ramp profile could hurt Super Micro's ability to deliver an inflection in its gross margins and free cash flow trajectory. As a result, the market will likely place SMCI in the penalty box in the short term, as it assesses the company's performance in the next two fiscal quarters.Furthermore, Wall Street has turned less optimistic about the company's performance, as SMCI earnings downgrades have also increased. Given the caution over SMCI's profitability and production cadence, should investors consider the current weakness to add more shares?Is SMCI Stock A Buy, Sell, Or Hold?SMCI price chart (weekly, medium-term) (TradingView)As seen above, SMCI's sellers have digested its surge as the stock topped out in March 2024. As a result, it has also plunged into a bear market, declining more than 60% through its August 2024 lows.However, I assessed buying support close to the stock's 50-week moving average (blue line), which is pivotal to helping it maintain its uptrend bias.Buyers have attempted to hold above the $500 zone, although I determined that a decisive recovery might not be possible unless the $700 support zone is retaken resoundingly.SMCI's $700 critical support level was breached in the decline toward its August lows, likely shaking out weak holders. While I think near-term caution is justified, I assess the stock's risk/reward profile remains attractive from a medium- to long-term perspective.Super Micro has bolstered its capacity to undertake higher AI production needs as it looks to dominate the DLC server market. Therefore, unless Nvidia's Blackwell architecture faces a significant delay, caution about SMCI's profitability impact has likely been priced in. The stock doesn't seem to be expensive, and its valuation premium against DELL has narrowed considerably.Hence, I see the opportunity to remain bullish in SMCI as appropriate, suggesting investors should capitalize on its near-term bear market to add more shares.Risks To SMCI's ThesisAs highlighted earlier, Super Micro's ability to ramp quickly is critical to achieving market leadership in DLC server solutions. The company's rapid deployment strategy has been fundamental to gaining market share quickly with the leading hyperscalers. A slower-than-expected ramp cadence could hinder the company's competitive edge against more well-diversified peers, impacting its profitability.In addition, Super Micro's focus on its hyperscaler partnership indicates a potentially higher concentration risk in the AI upcycle. Therefore, SMCI could be more vulnerable to a valuation de-rating if the AI infrastructure investment cadence isn't as fast as expected.Rating: Maintain Buy.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing, unless otherwise specified.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341235090268280,"gmtCreate":1724331277934,"gmtModify":1724331279889,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341235090268280","repostId":"2461331879","repostType":2,"repost":{"id":"2461331879","kind":"highlight","pubTimestamp":1724330160,"share":"https://ttm.financial/m/news/2461331879?lang=&edition=fundamental","pubTime":"2024-08-22 20:36","market":"nz","language":"en","title":"AMD Takes An Effective Bargain Route Against Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2461331879","media":"Seekingalpha","summary":"Advanced Micro Devices, Inc. has been consistently furthering its consolidation strategy in an aim to better compete against end-to-end AI solutions provided by industry leader and key competitor Nvid","content":"<html><head></head><body><ul style=\"\"><li><p>Advanced Micro Devices, Inc. has been consistently furthering its consolidation strategy in an aim to better compete against end-to-end AI solutions provided by industry leader and key competitor Nvidia.</p></li><li><p>This is expected to complement ongoing efforts in extending its AI market share gains by bolstering uptake of its core data center hardware offerings, particularly its latest Instinct MI300 accelerators.</p></li><li><p>The additive growth outlook will also underpin sustained margin expansion as new products, especially within the more profitable data center segment, continue to scale.</p></li></ul><p>Catching up to rival Nvidia’s (NVDA) AI prowess has long been a milestone in the works for <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices, Inc.</a> after it beat Intel (INTC) at its own game in server processors. To better equip itself as an adequate competitor of Nvidia’s, AMD has been consistently taking a page from its rival’s all-encompassing hardware-software full-stack business model through acquisitions like Xilinx and Pensando recently.</p><p>And to further bolster its AI competitive advantage against the industry leader, AMD has also introduced its next-generation Instinct MI300 accelerators this year, which has proven success in winning market share. This was evident in AMD’s robust 2Q24 results and reinforcing 2H24 outlook, complementing above-seasonal tailwinds expected in client segment sales driven by an emerging cyclical recovery and AI PC opportunities. Better-than-expected market share gains across its core data center and client segment sales have not only been key to offsetting ongoing pressure in AMD’s declining gaming and slow-recovering embedded segments. It also has improved operating leverage and, inadvertently, margins for the company.</p><p>Ensuing cash flow growth has also been supportive of AMD’s increasing priority over AI investments to better its competitive positioning against Nvidia. The company has deployed more than $1 billion into AI company acquisitions and organic R&amp;D activities over the last 12 months in an aim to bolster its reach into opportunities within the burgeoning AI ecosystem. They include the acquisition of Silo AI, an enterprise-focused large language model (“LLM”) developer, which closed earlier this month. More recently, AMD has entered into an agreement to acquire server systems designer and manufacturer, ZT Systems, for $4.9 billion.</p><p>Looking ahead, the continued ramp of new products – particularly those supporting emerging AI developments – alongside the integration of Silo AI and ZT Systems should enable further share gains and unlock greater growth synergies for AMD. The following analysis will provide an update on AMD’s fundamental outlook based on its latest 2Q24 earnings update, and also gauge the implications from the impending ZT Systems acquisition. The stock remains in an opportunistic set-up at current levels, in our opinion, with AMD’s prospective share of the AI market across hardware and software applications still underappreciated.</p><h2 id=\"id_3958584998\">An Overview of AMD’s AI Progress</h2><p>AMD’s 2Q24 outperformance provides structural support of its growing AI prowess. Its data center revenue mix is nearing 50%, doubling from a year ago after the segment’s sales soared 115% y/y driven by strong uptake of both its server processors and AI accelerators. The increasing mix of higher-margin data center sales has also been a key margin accretive factor for AMD. While consolidated revenue grew a modest 9% y/y during the second quarter, GAAP net income surged more than eight-fold over the same period and more than doubled sequentially.</p><p>AMD’s latest Instinct MI300 accelerators were in the spotlight, as management disclosed a steep ramp for the company’s newest product. Specifically, AMD’s data center GPU revenue contributions continue to set records, with quarterly MI300 accelerator sales exceeding $1 billion for the first time during 2Q24. As a result, management has raised their estimate for full year 2024 MI300 revenue contributions to $4.5 billion, up from $4 billion guided in April and $3.5 billion guided in 2023. This implies further acceleration in MI300 sales through 2H24, with about $2.8 billion to go before hitting the newly raised target for completely additive growth within the data center segment.</p><p>Recall that AMD’s Instinct MI300 is a competitive alternative to Nvidia’s best-selling H100 and H200 data center GPUs. AMD’s latest accelerator builds on the CDNA 3 architecture, and enables up to 5x energy efficiency on training AI workloads. The MI300 consists of 153 billion transistors, which is almost double of the H100’s, enabling superior performance efficiencies to peers, especially in processing complex AI workloads. The MI300 accelerator also boasts 192GB of HBM3 memory, offering more than double the memory of Nvidia’s H100 and highly competitive with its rival’s H200 GPUs. The competitive TCO metrics make AMD’s MI300 a favorable choice for inferencing when stacked against industry leader Nvidia, which reinforces the product’s prospective demand environment and market share gains.</p><p>The MI325X shipping later this year will be further accretive to AMD’s data center GPU sales growth prospects. The upgraded accelerator will consist of 288GB of next-generation HBM3E memory, punting it as a direct competitor to Nvidia’s H200 and upcoming Blackwell B100 GPUs. The diminishing performance and cost efficiency gap between AMD’s Instinct accelerators and its competition is likely to reinforce confidence in AI-related data center sales through the back half of 2024. This will be essential to driving incremental margin accretion for the segment towards corporate levels, giving further adjustments to operating leverage and scale benefits already observed through robust MI300 volumes shipped in 1H24.</p><p>In addition to accelerators, AMD’s EPYC server processor sales have also delivered a better-than-expected showing. This was critical to assuaging previous investors’ fears over the potential obsolescence of general-purpose server CPUs in the ongoing AI-driven transition to accelerated computing. The sustained double-digit percentage increase in EPYC CPU sales during the second quarter continues to highlight AMD’s strengths in addressing structural enterprise optimization trends.</p><p>As discussed in our previous coverage on the stock, AMD’s EPYC server processors have been key enablers of adding incremental “general purpose and AI compute capacity without the need to materially change the physical footprint and power needs of existing infrastructure.” While the fourth generation Genoa EPYC server processors offer the same level of compute with “45% fewer servers compared to the competition,” which enables up to 40% and 50% in initial opex and capex reduction for customers, the upcoming Zen 5 Turin EPYC CPU is expected to further optimize the product segment’s “leadership performance and efficiency.”</p><p>The Zen 5 Turin EPYC processors, which is currently in public preview and will start volume shipments later this year, is compatible with existing fourth generation EPYC platforms. Coupled with up to 192 cores and 384 threads, the Turin EPYC processor extends the product segment’s competitive TCO, with currently previewing customers highlighting the product’s “significant performance advantages in multiple compute-intensive workloads”. This is further corroborated by performance stats recently released by AMD on the 128-core configurated Turin EPYC processors in processing AI workloads, which outperformed Intel’s latest Emerald Rapids Xeon processors by wide margins. The comparison also highlights the competitive technology advantage of the 192-core configurated Turin in the AI-first era.</p><p>Taken together, we believe AMD remains well-positioned for further acceleration in its data center segment sales, which entails incremental margin expansion ahead. This will benefit cash flows underpinning the stock’s valuation prospects.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba52c48a9ff0210119bae01783e8f4a2\" alt=\"AMD\" title=\"AMD\" tg-width=\"640\" tg-height=\"237\"/><span>AMD</span></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e450a47985af28938862de1db091d92f\" alt=\"AMD\" title=\"AMD\" tg-width=\"640\" tg-height=\"219\"/><span>AMD</span></p><h2 id=\"id_1596110082\">AMD Continues to Consolidate to the Top</h2><p>As discussed in a previous coverage, AMD continues to utilize the consolidation strategy effectively in bolstering its competitive advantage and technical capabilities. The effectiveness is evident in the combination of additive growth and cost synergies realized through ongoing M&amp;A activities at AMD recently to better position itself against intensifying competition. In addition to the acquisition of Xilinx and Pensando, which has deepened AMD’s hardware-software full stack capabilities, the company has also been investing heavily into furthering its AI ecosystem. This includes the recent acquisition of Silo AI, which provides AMD with direct access to expertise in enterprise-focused LLM developments. The acquisition of Silo AI is expected to bolster AMD’s provision of AI development and deployment solutions against competing offerings such as Nvidia’s “NeMo” platform and “NIM” inference microservices.</p><p>The company has also recently entered into an agreement to acquire server designer and manufacturer ZT Systems for $4.9 billion, with a contingent consideration of $400 million subject to the completion of certain milestones. Similar to server makers like Super Micro Computer (SMCI) and Dell (DELL), which have benefitted from resilient AI infrastructure investments over the past year, ZT Systems also provides rack-scale solutions for rapid data center deployments. AMD’s upcoming acquisition of ZT Systems, which it intends to settle through a combination of cash and stock, will directly extend the chipmaker’s reach into the increasingly lucrative server industry, while also bolstering AI-related market share gains.</p><p>Specifically, AMD intends to sell ZT Systems’ manufacturing capabilities post-close, while keeping the subsidiary’s server design expertise. This implies the impending launch of AMD AI supercomputer systems, which will potentially compete directly against Nvidia’s HGX and DGX solutions for market share across hyperscaler and enterprise customers. The integration of ZT Systems’ expertise in the server market is expected to further AMD’s end-to-end AI capabilities, effectively extending its reach into the burgeoning AI TAM.</p><p>Admittedly, the acquisition of ZT Systems also has its fair share of downside risks. The transaction is expected to be margin-dilutive initially due to the combination of integration costs, as well as lower profitability from ZT Systems’ manufacturing-weighted business. Specifically, market research currently estimates LTM revenue of $10 billion at ZT Systems, with the majority generated from its manufacturing business. Server companies such as Dell, SMCI and Hewlett Packard Enterprise (HPE) currently trade at under 1x NTM sales, pressured by their capital-intensive manufacturing arms. This is in line with the ~0.5x sales that AMD has offered for the acquisition of ZT Systems based on the proposed consideration of $4.9 billion and estimated LTM revenue of $10 billion at the computer maker, generated primarily from lower-margin manufacturing sales.</p><p>However, the transaction is expected to be fundamentally accretive for AMD over the longer-term. Specifically, AMD management intends for the acquisition of ZT Systems to be “accretive on a non-GAAP basis by the end of 2025,” which implies immediate disposal of the computer maker’s manufacturing arm post-close in 1H25. Management also disclosed that AMD will keep about 1,000 engineers upon the completion of ZT Systems’ integration strategy, highlighting intentions to bolster its expertise in systems design through the acquisition.</p><p>The transaction is expected to be net additive in the long-run for AMD’s AI strategy by adding systems design to its resume of expansive AI capabilities that span networking (e.g., Ultra Accelerator Link and AMD Infinity Fabric), software (e.g., ROCm), hardware (e.g., Instinct and EPYC) and services. In addition to bettering AMD’s stance against key rival Nvidia, the acquisition of ZT Systems’ server design expertise will also be a complementary effort in driving uptake of AMD’s data center processors, given its supportive end-to-end solutions ecosystem. This will accordingly reinforce the sustained long-term growth trajectory of AMD’s higher-margin data center sales and, inadvertently, bolster cash flows underpinning its valuation outlook.</p><h2 id=\"id_278628168\">Fundamental Considerations</h2><p>Adjusting our previous forecast for AMD’s actual 2Q24 results and forward outlook, we expect the company to grow revenue by 14% y/y to $25.8 billion in 2024. The updated estimates also reflect our continued confidence in an upcoming upgrade supercycle for AMD across the data center, client and embedded segments as discussed in our previous coverage.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/88853a5cb72bae991dd166f8d6a330ad\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"114\"/><span>Author</span></p><p>The continued ramp of new products – which include the Instinct MI300 and upcoming MI325X accelerators, Ryzen Pro 8000 and Ryzen 9000 Series CPUs, and second generation Versal Adaptive SoCs – is also expected to drive further accretion to margins. This is expected to extend the pace of sequential margin expansion observed in recent quarters, which has been primarily driven by scaling up more profitable data center sales and improving operating leverage across all operating segments.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/016dbc800a3d51567d7e3262d0275528\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"197\"/><span>Author</span></p><h2 id=\"id_2736289240\">Valuation Considerations</h2><p>We maintain confidence that AMD continues to represent a favorable risk-reward set-up at current levels, given additive growth and margin accretive opportunities ahead. Our base case price target for the stock remains at <strong>$200</strong> apiece.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4d93abe416aa77ad298bcc19bbab0af\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"241\"/><span>Author</span></p><p>The price target is derived from the discounted cash flow approach, and considers cash flow projections taken with the base case fundamental analysis discussed in the earlier section. A 9.2% WACC in line with AMD’s risk profile and capital structure is applied. The analysis also considers a perpetual growth rate of 6.0% applied to projected 2028E EBITDA in determining AMD’s terminal value. The premium valuation assumption is consistent with the application of a 3.5% perpetual growth rate on projected 2033E EBITDA when AMD’s growth profile is expected to normalize in line with the higher-range pace of estimated economic expansion. The assumption applied is also reflective of AMD’s mission-critical role in enabling next-generation growth technologies critical to economic expansion across its core operating regions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8ab23550079a7156cc65fa3067e2b6dc\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"319\"/><span>Author</span></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c13ea8f0740f01955bccfd6e9148b905\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"212\"/><span>Author</span></p><p>AMD’s upside potential is further corroborated by its modest valuation on a relative basis to peers with a similar growth profile. Under the multiple-based approach, AMD is currently trading at about 8x 2025E sales, which lacks the premium currently exhibited by comparable peers in the Philadelphia Semiconductor Index (SOX) despite continued market share gains in margin accretive segments. We believe the stock remains well-positioned for an impending upward valuation re-rate driven by several prospective catalysts that include a stronger-than-expected ramp-up of higher-margin data center revenues, and server market synergies with the integration of ZT Systems’ design unit in 1H25.</p><p>As discussed in the earlier section, AMD expects about $2.8 billion in data center GPU sales – a new revenue stream for the segment – in 2H24, representing growth of 65% from 1H24. This represents continued sequential acceleration in data center GPU shipments, supportive of incremental economies of scale benefits for the high-margin data center segment. Coupled with a potential pricing tailwind stemming from the persistently tight supply chain through 2025, and strong uptake for its Instinct MI Series accelerators bolstered by an expanding ecosystem of supportive solutions, AMD exhibits prospects for an upside surprise. Full integration of ZT Systems’ design unit into AMD’s Data Center Solutions Business Group in 1H25 and further scale of related solutions in 2H25 is likely to drive further margin accretion as well. This remains underappreciated at the stock’s currently traded levels, in our opinion.</p><h2 id=\"id_637715754\">Conclusion</h2><p>Admittedly, AMD’s share of AI opportunities and ensuing revenues continues to trail Nvidia’s by wide margins. But AMD’s ongoing efforts in bolstering its end-to-end ecosystem capabilities continues to showcase the company’s commitment to narrowing its competitive gap with the industry leader. AMD also continues to exhibit an effective consolidation strategy, which represents a bargain route that optimizes capex deployments on a relative basis to its prospective growth and margin expansion trajectory. This accordingly assuages growing investors’ concerns over potential risks of overspending on AI coming out of the latest earnings season. Taken together, we believe AMD’s current market valuation continues to represent a conservative fundamental outlook that underappreciates the additive growth and margin accretive factors ahead of ongoing execution of the underlying business’ AI strategy.</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>AMD Takes An Effective Bargain Route Against Nvidia</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Takes An Effective Bargain Route Against Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-22 20:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4716184-amd-takes-an-effective-bargain-route-against-nvidia><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices, Inc. has been consistently furthering its consolidation strategy in an aim to better compete against end-to-end AI solutions provided by industry leader and key competitor ...</p>\n\n<a href=\"https://seekingalpha.com/article/4716184-amd-takes-an-effective-bargain-route-against-nvidia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4529":"IDC概念","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4515":"5G概念","AMD":"美国超微公司","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4566":"资本集团","BK4587":"ChatGPT概念","BK4575":"芯片概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0079474960.USD":"联博美国增长基金A","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4579":"人工智能","BK4141":"半导体产品","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4551":"寇图资本持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"source_url":"https://seekingalpha.com/article/4716184-amd-takes-an-effective-bargain-route-against-nvidia","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2461331879","content_text":"Advanced Micro Devices, Inc. has been consistently furthering its consolidation strategy in an aim to better compete against end-to-end AI solutions provided by industry leader and key competitor Nvidia.This is expected to complement ongoing efforts in extending its AI market share gains by bolstering uptake of its core data center hardware offerings, particularly its latest Instinct MI300 accelerators.The additive growth outlook will also underpin sustained margin expansion as new products, especially within the more profitable data center segment, continue to scale.Catching up to rival Nvidia’s (NVDA) AI prowess has long been a milestone in the works for Advanced Micro Devices, Inc. after it beat Intel (INTC) at its own game in server processors. To better equip itself as an adequate competitor of Nvidia’s, AMD has been consistently taking a page from its rival’s all-encompassing hardware-software full-stack business model through acquisitions like Xilinx and Pensando recently.And to further bolster its AI competitive advantage against the industry leader, AMD has also introduced its next-generation Instinct MI300 accelerators this year, which has proven success in winning market share. This was evident in AMD’s robust 2Q24 results and reinforcing 2H24 outlook, complementing above-seasonal tailwinds expected in client segment sales driven by an emerging cyclical recovery and AI PC opportunities. Better-than-expected market share gains across its core data center and client segment sales have not only been key to offsetting ongoing pressure in AMD’s declining gaming and slow-recovering embedded segments. It also has improved operating leverage and, inadvertently, margins for the company.Ensuing cash flow growth has also been supportive of AMD’s increasing priority over AI investments to better its competitive positioning against Nvidia. The company has deployed more than $1 billion into AI company acquisitions and organic R&D activities over the last 12 months in an aim to bolster its reach into opportunities within the burgeoning AI ecosystem. They include the acquisition of Silo AI, an enterprise-focused large language model (“LLM”) developer, which closed earlier this month. More recently, AMD has entered into an agreement to acquire server systems designer and manufacturer, ZT Systems, for $4.9 billion.Looking ahead, the continued ramp of new products – particularly those supporting emerging AI developments – alongside the integration of Silo AI and ZT Systems should enable further share gains and unlock greater growth synergies for AMD. The following analysis will provide an update on AMD’s fundamental outlook based on its latest 2Q24 earnings update, and also gauge the implications from the impending ZT Systems acquisition. The stock remains in an opportunistic set-up at current levels, in our opinion, with AMD’s prospective share of the AI market across hardware and software applications still underappreciated.An Overview of AMD’s AI ProgressAMD’s 2Q24 outperformance provides structural support of its growing AI prowess. Its data center revenue mix is nearing 50%, doubling from a year ago after the segment’s sales soared 115% y/y driven by strong uptake of both its server processors and AI accelerators. The increasing mix of higher-margin data center sales has also been a key margin accretive factor for AMD. While consolidated revenue grew a modest 9% y/y during the second quarter, GAAP net income surged more than eight-fold over the same period and more than doubled sequentially.AMD’s latest Instinct MI300 accelerators were in the spotlight, as management disclosed a steep ramp for the company’s newest product. Specifically, AMD’s data center GPU revenue contributions continue to set records, with quarterly MI300 accelerator sales exceeding $1 billion for the first time during 2Q24. As a result, management has raised their estimate for full year 2024 MI300 revenue contributions to $4.5 billion, up from $4 billion guided in April and $3.5 billion guided in 2023. This implies further acceleration in MI300 sales through 2H24, with about $2.8 billion to go before hitting the newly raised target for completely additive growth within the data center segment.Recall that AMD’s Instinct MI300 is a competitive alternative to Nvidia’s best-selling H100 and H200 data center GPUs. AMD’s latest accelerator builds on the CDNA 3 architecture, and enables up to 5x energy efficiency on training AI workloads. The MI300 consists of 153 billion transistors, which is almost double of the H100’s, enabling superior performance efficiencies to peers, especially in processing complex AI workloads. The MI300 accelerator also boasts 192GB of HBM3 memory, offering more than double the memory of Nvidia’s H100 and highly competitive with its rival’s H200 GPUs. The competitive TCO metrics make AMD’s MI300 a favorable choice for inferencing when stacked against industry leader Nvidia, which reinforces the product’s prospective demand environment and market share gains.The MI325X shipping later this year will be further accretive to AMD’s data center GPU sales growth prospects. The upgraded accelerator will consist of 288GB of next-generation HBM3E memory, punting it as a direct competitor to Nvidia’s H200 and upcoming Blackwell B100 GPUs. The diminishing performance and cost efficiency gap between AMD’s Instinct accelerators and its competition is likely to reinforce confidence in AI-related data center sales through the back half of 2024. This will be essential to driving incremental margin accretion for the segment towards corporate levels, giving further adjustments to operating leverage and scale benefits already observed through robust MI300 volumes shipped in 1H24.In addition to accelerators, AMD’s EPYC server processor sales have also delivered a better-than-expected showing. This was critical to assuaging previous investors’ fears over the potential obsolescence of general-purpose server CPUs in the ongoing AI-driven transition to accelerated computing. The sustained double-digit percentage increase in EPYC CPU sales during the second quarter continues to highlight AMD’s strengths in addressing structural enterprise optimization trends.As discussed in our previous coverage on the stock, AMD’s EPYC server processors have been key enablers of adding incremental “general purpose and AI compute capacity without the need to materially change the physical footprint and power needs of existing infrastructure.” While the fourth generation Genoa EPYC server processors offer the same level of compute with “45% fewer servers compared to the competition,” which enables up to 40% and 50% in initial opex and capex reduction for customers, the upcoming Zen 5 Turin EPYC CPU is expected to further optimize the product segment’s “leadership performance and efficiency.”The Zen 5 Turin EPYC processors, which is currently in public preview and will start volume shipments later this year, is compatible with existing fourth generation EPYC platforms. Coupled with up to 192 cores and 384 threads, the Turin EPYC processor extends the product segment’s competitive TCO, with currently previewing customers highlighting the product’s “significant performance advantages in multiple compute-intensive workloads”. This is further corroborated by performance stats recently released by AMD on the 128-core configurated Turin EPYC processors in processing AI workloads, which outperformed Intel’s latest Emerald Rapids Xeon processors by wide margins. The comparison also highlights the competitive technology advantage of the 192-core configurated Turin in the AI-first era.Taken together, we believe AMD remains well-positioned for further acceleration in its data center segment sales, which entails incremental margin expansion ahead. This will benefit cash flows underpinning the stock’s valuation prospects.AMDAMDAMD Continues to Consolidate to the TopAs discussed in a previous coverage, AMD continues to utilize the consolidation strategy effectively in bolstering its competitive advantage and technical capabilities. The effectiveness is evident in the combination of additive growth and cost synergies realized through ongoing M&A activities at AMD recently to better position itself against intensifying competition. In addition to the acquisition of Xilinx and Pensando, which has deepened AMD’s hardware-software full stack capabilities, the company has also been investing heavily into furthering its AI ecosystem. This includes the recent acquisition of Silo AI, which provides AMD with direct access to expertise in enterprise-focused LLM developments. The acquisition of Silo AI is expected to bolster AMD’s provision of AI development and deployment solutions against competing offerings such as Nvidia’s “NeMo” platform and “NIM” inference microservices.The company has also recently entered into an agreement to acquire server designer and manufacturer ZT Systems for $4.9 billion, with a contingent consideration of $400 million subject to the completion of certain milestones. Similar to server makers like Super Micro Computer (SMCI) and Dell (DELL), which have benefitted from resilient AI infrastructure investments over the past year, ZT Systems also provides rack-scale solutions for rapid data center deployments. AMD’s upcoming acquisition of ZT Systems, which it intends to settle through a combination of cash and stock, will directly extend the chipmaker’s reach into the increasingly lucrative server industry, while also bolstering AI-related market share gains.Specifically, AMD intends to sell ZT Systems’ manufacturing capabilities post-close, while keeping the subsidiary’s server design expertise. This implies the impending launch of AMD AI supercomputer systems, which will potentially compete directly against Nvidia’s HGX and DGX solutions for market share across hyperscaler and enterprise customers. The integration of ZT Systems’ expertise in the server market is expected to further AMD’s end-to-end AI capabilities, effectively extending its reach into the burgeoning AI TAM.Admittedly, the acquisition of ZT Systems also has its fair share of downside risks. The transaction is expected to be margin-dilutive initially due to the combination of integration costs, as well as lower profitability from ZT Systems’ manufacturing-weighted business. Specifically, market research currently estimates LTM revenue of $10 billion at ZT Systems, with the majority generated from its manufacturing business. Server companies such as Dell, SMCI and Hewlett Packard Enterprise (HPE) currently trade at under 1x NTM sales, pressured by their capital-intensive manufacturing arms. This is in line with the ~0.5x sales that AMD has offered for the acquisition of ZT Systems based on the proposed consideration of $4.9 billion and estimated LTM revenue of $10 billion at the computer maker, generated primarily from lower-margin manufacturing sales.However, the transaction is expected to be fundamentally accretive for AMD over the longer-term. Specifically, AMD management intends for the acquisition of ZT Systems to be “accretive on a non-GAAP basis by the end of 2025,” which implies immediate disposal of the computer maker’s manufacturing arm post-close in 1H25. Management also disclosed that AMD will keep about 1,000 engineers upon the completion of ZT Systems’ integration strategy, highlighting intentions to bolster its expertise in systems design through the acquisition.The transaction is expected to be net additive in the long-run for AMD’s AI strategy by adding systems design to its resume of expansive AI capabilities that span networking (e.g., Ultra Accelerator Link and AMD Infinity Fabric), software (e.g., ROCm), hardware (e.g., Instinct and EPYC) and services. In addition to bettering AMD’s stance against key rival Nvidia, the acquisition of ZT Systems’ server design expertise will also be a complementary effort in driving uptake of AMD’s data center processors, given its supportive end-to-end solutions ecosystem. This will accordingly reinforce the sustained long-term growth trajectory of AMD’s higher-margin data center sales and, inadvertently, bolster cash flows underpinning its valuation outlook.Fundamental ConsiderationsAdjusting our previous forecast for AMD’s actual 2Q24 results and forward outlook, we expect the company to grow revenue by 14% y/y to $25.8 billion in 2024. The updated estimates also reflect our continued confidence in an upcoming upgrade supercycle for AMD across the data center, client and embedded segments as discussed in our previous coverage.AuthorThe continued ramp of new products – which include the Instinct MI300 and upcoming MI325X accelerators, Ryzen Pro 8000 and Ryzen 9000 Series CPUs, and second generation Versal Adaptive SoCs – is also expected to drive further accretion to margins. This is expected to extend the pace of sequential margin expansion observed in recent quarters, which has been primarily driven by scaling up more profitable data center sales and improving operating leverage across all operating segments.AuthorValuation ConsiderationsWe maintain confidence that AMD continues to represent a favorable risk-reward set-up at current levels, given additive growth and margin accretive opportunities ahead. Our base case price target for the stock remains at $200 apiece.AuthorThe price target is derived from the discounted cash flow approach, and considers cash flow projections taken with the base case fundamental analysis discussed in the earlier section. A 9.2% WACC in line with AMD’s risk profile and capital structure is applied. The analysis also considers a perpetual growth rate of 6.0% applied to projected 2028E EBITDA in determining AMD’s terminal value. The premium valuation assumption is consistent with the application of a 3.5% perpetual growth rate on projected 2033E EBITDA when AMD’s growth profile is expected to normalize in line with the higher-range pace of estimated economic expansion. The assumption applied is also reflective of AMD’s mission-critical role in enabling next-generation growth technologies critical to economic expansion across its core operating regions.AuthorAuthorAMD’s upside potential is further corroborated by its modest valuation on a relative basis to peers with a similar growth profile. Under the multiple-based approach, AMD is currently trading at about 8x 2025E sales, which lacks the premium currently exhibited by comparable peers in the Philadelphia Semiconductor Index (SOX) despite continued market share gains in margin accretive segments. We believe the stock remains well-positioned for an impending upward valuation re-rate driven by several prospective catalysts that include a stronger-than-expected ramp-up of higher-margin data center revenues, and server market synergies with the integration of ZT Systems’ design unit in 1H25.As discussed in the earlier section, AMD expects about $2.8 billion in data center GPU sales – a new revenue stream for the segment – in 2H24, representing growth of 65% from 1H24. This represents continued sequential acceleration in data center GPU shipments, supportive of incremental economies of scale benefits for the high-margin data center segment. Coupled with a potential pricing tailwind stemming from the persistently tight supply chain through 2025, and strong uptake for its Instinct MI Series accelerators bolstered by an expanding ecosystem of supportive solutions, AMD exhibits prospects for an upside surprise. Full integration of ZT Systems’ design unit into AMD’s Data Center Solutions Business Group in 1H25 and further scale of related solutions in 2H25 is likely to drive further margin accretion as well. This remains underappreciated at the stock’s currently traded levels, in our opinion.ConclusionAdmittedly, AMD’s share of AI opportunities and ensuing revenues continues to trail Nvidia’s by wide margins. But AMD’s ongoing efforts in bolstering its end-to-end ecosystem capabilities continues to showcase the company’s commitment to narrowing its competitive gap with the industry leader. AMD also continues to exhibit an effective consolidation strategy, which represents a bargain route that optimizes capex deployments on a relative basis to its prospective growth and margin expansion trajectory. This accordingly assuages growing investors’ concerns over potential risks of overspending on AI coming out of the latest earnings season. Taken together, we believe AMD’s current market valuation continues to represent a conservative fundamental outlook that underappreciates the additive growth and margin accretive factors ahead of ongoing execution of the underlying business’ AI strategy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341234406109384,"gmtCreate":1724331027514,"gmtModify":1724331031702,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341234406109384","repostId":"2461287938","repostType":2,"repost":{"id":"2461287938","kind":"highlight","pubTimestamp":1724330767,"share":"https://ttm.financial/m/news/2461287938?lang=&edition=fundamental","pubTime":"2024-08-22 20:46","market":"nz","language":"en","title":"Microsoft: This Is The Time To Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2461287938","media":"seekingalpha","summary":"Microsoft's shares have recently depreciated but are gradually recovering, presenting an attractive investment opportunity.Strong Q4 earnings report and growth prospects indicate Microsoft's growth st","content":"<html><head></head><body><ul style=\"\"><li><p>Microsoft&#39;s shares have recently depreciated but are gradually recovering, presenting an attractive investment opportunity.</p></li><li><p>Strong Q4 earnings report and growth prospects indicate Microsoft&#39;s growth story is far from over.</p></li><li><p>My model suggests that Microsoft is undervalued at the current price and offers decent margin of safety for investors.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/209ed34ff91c8bb8ea65687eb180858a\" alt=\"FinkAvenue\" title=\"FinkAvenue\" tg-width=\"750\" tg-height=\"563\"/><span>FinkAvenue</span></p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>’s shares have greatly depreciated in the last month and only recently began to gradually recover. At the current price, it seems that the upside of owning the company’s shares outweighs the risks associated with Microsoft, as the stock is likely to continue to recover while the margin of safety is fairly reasonable right now. Therefore, I’m changing my stance on the company and reopening a long position in it.</p><h2 id=\"id_65571466\">Focus On The Bigger Picture</h2><p>Back in May, I noted that while Microsoft had everything going for it to exceed its expectations, its stock was at risk of correction as the potential market selloff could have a great negative impact on its performance due to the company’s aggressive valuation at that time. While everything was pointing to the fact that Microsoft will release a solid earnings report for Q4 and end the fiscal year on a high note, its shares indeed began to depreciate in the last month and underperformed the broader market since the publication of my latest article on the company in late May.</p><p>The good news though is that not only the short-term correction is healthy for any stock in the long run, but Microsoft has also released a solid earnings report a few weeks ago, which made me reevaluate the business’s growth prospects. In Q4, its revenues increased by 15.1% Y/Y to $64.7 billion and beat expectations by $260 million, while its GAAP EPS of $2.95 was above the estimates by $0.02.</p><p>What’s more important is that Microsoft delivered double-digit growth across its major business segments, and it has the opportunity to continue to drive growth in the following quarters. If we closely look at the report, we’ll see that the Productivity and Business Processes segment generated $20.3 billion in revenues, up 11%, while the More Personal Computing segment generated $15.9 billion in revenues, up 14%.</p><p>Such a performance in part was achieved thanks to the further integration of the company’s generative AI assistant Copilot into various apps and platforms within its ecosystem. During the recent conference call, Microsoft’s management noted that Copilot’s customer count in Q4 increased by over 60% Y/Y and organizations are coming back to acquire additional seats to use the assistant. Considering this, it makes sense to assume that Microsoft’s growth story is far from being over.</p><p>On top of that, several macro tailwinds could help Microsoft retain its business momentum in the foreseeable future. First of all, worldwide IT spending is expected to grow by 7.5% this year alone and should help Microsoft grow the sales of its software products in the following months. At the same time, the spending on AI is forecasted to continue to increase, and the generative AI spending could reach over $200 billion and account for a significant portion of the overall AI spending later this decade.</p><p>This is good news not only for Microsoft’s software business but for its cloud business as well, as it has also experienced an increase in revenues in part thanks to the greater demand for an infrastructure that powers the ongoing generative AI revolution. In Q4, Microsoft’s Intelligence Cloud division saw its revenues increase by 19% to $28.5 billion, while the revenues for Azure and other cloud services were up 29%. Thanks to its ability to adapt to the changing environment, Microsoft was also able to increase its market share in the cloud market from 17% at the beginning of 2022 to 20% in the recent calendar quarter. As the cloud market is expected to grow at a CAGR of 16.4% in the following years, it makes sense to assume that we’ll continue to see a growth of Azure’s revenues in the coming quarters.</p><p>Add to all of this the fact that Microsoft’s own outlook for Q1 indicates that most of its business segments will continue to grow at a double-digit rate, and it becomes obvious that the company’s growth story is far from over.</p><p>Considering all of this, it makes sense to assume that Microsoft’s stock could be an attractive investment right now, especially since its shares started to gradually recover from the latest selloff, and it will likely take a while for them to fully recover to the previous all-time high levels. Back in May, my DCF model showed that the company’s fair value is $425.32 per share, which is close to the current price. However, that model was made before the Q4 results came in, which helped Microsoft end its fiscal year in June on a high note. Thanks to the impressive performance in the recent quarter, Microsoft’s revenues and EBIT were slightly higher in comparison to my assumptions from that model. Therefore, I’ve decided to update my DCF model and make some changes that can be seen below.</p><p>In the updated model, the revenue assumptions and EBIT are increased in FY25 as Microsoft is likely to continue to utilize its dominant position in the software business with the help of its latest generative AI tools, which should help the company continue to exceed expectations in the future. At the same time, the further expansion of its AI products should lead to the gradual improvement of margins in the following years. The assumptions for other metrics closely correlate with Microsoft’s historical performance in recent years. The WACC in the model remains at 8%, which is close to the market’s average cost of capital rate, while the terminal growth rate remains at 3%, which is commonly used as the average long-term growth rate in the investment banking world.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39ef75ecf167f408712c8d4a02165560\" tg-width=\"640\" tg-height=\"323\"/></p><p>Microsoft&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)</p><p>Thanks to the upward revision of several assumptions, the updated model shows that Microsoft’s fair value is $465.35 per share, which indicates that the shares currently represent an upside of ~10%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b967c38068edc8e664fc1ce0b66bd3ba\" tg-width=\"640\" tg-height=\"143\"/></p><p>Microsoft&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)</p><p>At the same time, I wouldn’t call my assumptions too optimistic, since the consensus on the street is that Microsoft’s shares currently represent an even greater upside of ~18%, while some major firms have placed a price target of over $500 per share for the company’s shares. Considering this, it’s indeed safe to assume that Microsoft appears to be an attractive investment at the current price.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89feae91fe92b3b0ad0603d1c2f0f300\" tg-width=\"640\" tg-height=\"249\"/></p><p>Microsoft&#39;s Consensus Price Target (Seeking Alpha)</p><h2 id=\"id_755953130\">Macro Risks To Consider</h2><p>There are nevertheless several risks that could make it harder for Microsoft to achieve its goals in the foreseeable future. First of all, at the beginning of this month, the market experienced a broad selloff due to the conflicting unemployment data that could signal an upcoming recession. While some investment banks don’t fully agree with this, there’s a risk that the Federal Reserve took too long to cut interest rates, which could have negative implications for the American economy in the future.</p><p>On top of that, the potential escalation of the Sino-American trade war in the future could also negatively affect the global economy, which could prompt businesses to cut their spending on software and generative AI tools. Under such a scenario, Microsoft’s performance could be negatively affected, and its growth story would be undermined at the same time.</p><h2 id=\"id_2642808678\">The Bottom Line</h2><p>While macro risks are outside of Microsoft’s control, it seems that the growth opportunities outweigh most of the major risks at this stage. By being undervalued and trading at a forward P/E of 32x, which is close to the market’s average ratio, Microsoft’s shares offer a decent margin of safety for investors. At the same time, if macro risks subside, then it’s unlikely that anything will be able to stop the company from growing at an impressive rate in the following quarters. This is why I believe that after the recent correction and the latest earnings report, Microsoft’s shares have become a good investment for growth and value investors.</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>Microsoft: This Is The Time To Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft: This Is The Time To Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-22 20:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4716080-microsoft-this-is-the-time-to-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft's shares have recently depreciated but are gradually recovering, presenting an attractive investment opportunity.Strong Q4 earnings report and growth prospects indicate Microsoft's growth ...</p>\n\n<a href=\"https://seekingalpha.com/article/4716080-microsoft-this-is-the-time-to-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4581":"高盛持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4504":"桥水持仓","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4592":"伊斯兰概念","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","MSFT":"微软","BK4585":"ETF&股票定投概念","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4567":"ESG概念","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4576":"AR","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","BK4587":"ChatGPT概念","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","BK4525":"远程办公概念","BK4566":"资本集团","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","BK4577":"网络游戏","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4550":"红杉资本持仓","BK4588":"碎股","BK4579":"人工智能","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4503":"景林资产持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4097":"系统软件"},"source_url":"https://seekingalpha.com/article/4716080-microsoft-this-is-the-time-to-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2461287938","content_text":"Microsoft's shares have recently depreciated but are gradually recovering, presenting an attractive investment opportunity.Strong Q4 earnings report and growth prospects indicate Microsoft's growth story is far from over.My model suggests that Microsoft is undervalued at the current price and offers decent margin of safety for investors.FinkAvenueMicrosoft’s shares have greatly depreciated in the last month and only recently began to gradually recover. At the current price, it seems that the upside of owning the company’s shares outweighs the risks associated with Microsoft, as the stock is likely to continue to recover while the margin of safety is fairly reasonable right now. Therefore, I’m changing my stance on the company and reopening a long position in it.Focus On The Bigger PictureBack in May, I noted that while Microsoft had everything going for it to exceed its expectations, its stock was at risk of correction as the potential market selloff could have a great negative impact on its performance due to the company’s aggressive valuation at that time. While everything was pointing to the fact that Microsoft will release a solid earnings report for Q4 and end the fiscal year on a high note, its shares indeed began to depreciate in the last month and underperformed the broader market since the publication of my latest article on the company in late May.The good news though is that not only the short-term correction is healthy for any stock in the long run, but Microsoft has also released a solid earnings report a few weeks ago, which made me reevaluate the business’s growth prospects. In Q4, its revenues increased by 15.1% Y/Y to $64.7 billion and beat expectations by $260 million, while its GAAP EPS of $2.95 was above the estimates by $0.02.What’s more important is that Microsoft delivered double-digit growth across its major business segments, and it has the opportunity to continue to drive growth in the following quarters. If we closely look at the report, we’ll see that the Productivity and Business Processes segment generated $20.3 billion in revenues, up 11%, while the More Personal Computing segment generated $15.9 billion in revenues, up 14%.Such a performance in part was achieved thanks to the further integration of the company’s generative AI assistant Copilot into various apps and platforms within its ecosystem. During the recent conference call, Microsoft’s management noted that Copilot’s customer count in Q4 increased by over 60% Y/Y and organizations are coming back to acquire additional seats to use the assistant. Considering this, it makes sense to assume that Microsoft’s growth story is far from being over.On top of that, several macro tailwinds could help Microsoft retain its business momentum in the foreseeable future. First of all, worldwide IT spending is expected to grow by 7.5% this year alone and should help Microsoft grow the sales of its software products in the following months. At the same time, the spending on AI is forecasted to continue to increase, and the generative AI spending could reach over $200 billion and account for a significant portion of the overall AI spending later this decade.This is good news not only for Microsoft’s software business but for its cloud business as well, as it has also experienced an increase in revenues in part thanks to the greater demand for an infrastructure that powers the ongoing generative AI revolution. In Q4, Microsoft’s Intelligence Cloud division saw its revenues increase by 19% to $28.5 billion, while the revenues for Azure and other cloud services were up 29%. Thanks to its ability to adapt to the changing environment, Microsoft was also able to increase its market share in the cloud market from 17% at the beginning of 2022 to 20% in the recent calendar quarter. As the cloud market is expected to grow at a CAGR of 16.4% in the following years, it makes sense to assume that we’ll continue to see a growth of Azure’s revenues in the coming quarters.Add to all of this the fact that Microsoft’s own outlook for Q1 indicates that most of its business segments will continue to grow at a double-digit rate, and it becomes obvious that the company’s growth story is far from over.Considering all of this, it makes sense to assume that Microsoft’s stock could be an attractive investment right now, especially since its shares started to gradually recover from the latest selloff, and it will likely take a while for them to fully recover to the previous all-time high levels. Back in May, my DCF model showed that the company’s fair value is $425.32 per share, which is close to the current price. However, that model was made before the Q4 results came in, which helped Microsoft end its fiscal year in June on a high note. Thanks to the impressive performance in the recent quarter, Microsoft’s revenues and EBIT were slightly higher in comparison to my assumptions from that model. Therefore, I’ve decided to update my DCF model and make some changes that can be seen below.In the updated model, the revenue assumptions and EBIT are increased in FY25 as Microsoft is likely to continue to utilize its dominant position in the software business with the help of its latest generative AI tools, which should help the company continue to exceed expectations in the future. At the same time, the further expansion of its AI products should lead to the gradual improvement of margins in the following years. The assumptions for other metrics closely correlate with Microsoft’s historical performance in recent years. The WACC in the model remains at 8%, which is close to the market’s average cost of capital rate, while the terminal growth rate remains at 3%, which is commonly used as the average long-term growth rate in the investment banking world.Microsoft's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)Thanks to the upward revision of several assumptions, the updated model shows that Microsoft’s fair value is $465.35 per share, which indicates that the shares currently represent an upside of ~10%.Microsoft's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)At the same time, I wouldn’t call my assumptions too optimistic, since the consensus on the street is that Microsoft’s shares currently represent an even greater upside of ~18%, while some major firms have placed a price target of over $500 per share for the company’s shares. Considering this, it’s indeed safe to assume that Microsoft appears to be an attractive investment at the current price.Microsoft's Consensus Price Target (Seeking Alpha)Macro Risks To ConsiderThere are nevertheless several risks that could make it harder for Microsoft to achieve its goals in the foreseeable future. First of all, at the beginning of this month, the market experienced a broad selloff due to the conflicting unemployment data that could signal an upcoming recession. While some investment banks don’t fully agree with this, there’s a risk that the Federal Reserve took too long to cut interest rates, which could have negative implications for the American economy in the future.On top of that, the potential escalation of the Sino-American trade war in the future could also negatively affect the global economy, which could prompt businesses to cut their spending on software and generative AI tools. Under such a scenario, Microsoft’s performance could be negatively affected, and its growth story would be undermined at the same time.The Bottom LineWhile macro risks are outside of Microsoft’s control, it seems that the growth opportunities outweigh most of the major risks at this stage. By being undervalued and trading at a forward P/E of 32x, which is close to the market’s average ratio, Microsoft’s shares offer a decent margin of safety for investors. At the same time, if macro risks subside, then it’s unlikely that anything will be able to stop the company from growing at an impressive rate in the following quarters. This is why I believe that after the recent correction and the latest earnings report, Microsoft’s shares have become a good investment for growth and value investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340874494521344,"gmtCreate":1724252253794,"gmtModify":1724252255787,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340874494521344","repostId":"2461814047","repostType":2,"repost":{"id":"2461814047","kind":"highlight","pubTimestamp":1724229809,"share":"https://ttm.financial/m/news/2461814047?lang=&edition=fundamental","pubTime":"2024-08-21 16:43","market":"sh","language":"en","title":"Nvidia Q2 Preview: Blackwell And Liquid Cooling Could Form Killer Combination","url":"https://stock-news.laohu8.com/highlight/detail?id=2461814047","media":"seekingalpha","summary":"Nvidia's key partner, Super Micro Computer, recently reported the delivery of direct liquid cooling (DLC) systems for NVDA chips.NVDA’s Blackwell AI chips, when combined with DLC, could fundamentally ","content":"<html><body><ul><li>Nvidia's key partner, Super Micro Computer, recently reported the delivery of direct liquid cooling (DLC) systems for NVDA chips.</li><li>NVDA’s Blackwell AI chips, when combined with DLC, could fundamentally shift the cost structure for AI developers and end users.</li><li>I expect to see this catalyst reflected in NVDA’s upcoming Q2 earnings report.</li><li>The potential energy saving and performance boost are so significant and thus will materially widen NVDA’s long-term competitive moat in my view.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"3055px\" 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/1141488976/image_1141488976.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1141488976/image_1141488976.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1141488976/image_1141488976.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1141488976/image_1141488976.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1141488976/image_1141488976.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1141488976/image_1141488976.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1141488976/image_1141488976.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1141488976/image_1141488976.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1141488976/image_1141488976.jpg?io=getty-c-w240 240w\" width=\"4654px\"/> </picture><figcaption> <p>Antonio Bordunovi</p></figcaption></figure></p> <h2>NVDA stock Q2: Potential impacts from direct liquid cooling</h2> <p>I last wrote on <strong>Nvidia Corporation </strong>(<span>NASDAQ:NVDA</span>) earlier this month (on August 1, 2024 to be exact). That article was titled “Nvidia: Inventory And LLM Demand Point To<span> Another Monstrous Quarter”. As you can guess from the title already, that article focused on the recent developments of its inventory and LLM (large language models) training demands. Quote:</span></p> <blockquote><p><em>Recent inventory data shows a buildup for key rivals such as AMD. In contrast, NVDA sits on record low inventory. Together with its higher unit price, this serves as a clear sign for robust volume and superior pricing power for NVDA. I further project demand from training/deploying Large Language Models to continue. These catalysts all point to another quarter of outsized growth for NVDA.</em></p></blockquote> <p>Since my last writing, there have been several<span> new developments that merit a follow-up analysis. The most important developments are twofold in my mind. First, its key partner, </span><strong>Super Micro Computer, Inc.</strong><span> (</span>SMCI<span>) released its fiscal Q4 earnings report (ER) in the middle of the month. SMCI ER described several developments of relevance to NVDA, in particular, the progress it made on its direct liquid cooling (DLC) technologies. Advancements on this front, combined with NVDA’s new chips, could lead to fundamental shift in the cost structural of AI applications in my view. Second, NVDA’s own Q2 ER also approaches. The company is </span>scheduled<span> to report its FY Q2 earnings on Aug 28, 2024, after market close. Many analysts have updated their forecasts recently as you can see from the chart below. The majority of the revisions were upward (36 of them) with only 3 downward revisions. Currently, the consensus EPS forecast stands at $0.64. In contrast, the reported EPS for the same quarter in 2023 was $0.25 only. Thus, the forecasts point to another quarter of triple-digit growth rate.</span></p> <p>Given this development, the remainder of this article will be a preview of NVDA’s Q2 earnings. I will argue why I totally share the analysts' bullish outlook for its upcoming Q2.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/20/48844541-17241653334843662.png\"/></span> </picture><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure></p> <h2>NVDA stock and SMCI liquid-cooled clusters</h2> <p>The growth drivers I detailed in my last article are of course still valid. To recap, these drivers include superior pricing power and robust demand, both reflected in its record-low inventory currently.</p> <p>Therefore, here, I want to concentrate on a new catalyst that was reported in SMCI’s fiscal Q4 ER. I want to stay on point and do not want to make this analysis an earnings review for SMCI’s Q4. I will risk being terse and only pointing out the parts that are mostly relevant to my thesis here. Overall, SMCI reported a monstrous quarter in my view with 143% YOY growth and 38% growth QoQ as seen in the slide below. As a key partner for NDVA, such growth rates serve as another supporting sign for NVDA’s own growth in the past quarter.</p> <p>What I really want to focus on here is the development of SMCI’s DLC technology. SMCI reported in its Q4 ER the delivery of its 8U liquid-cooled clusters for NVIDIA’s H100 AI chips (the first one to market).</p> <p>Next, I will explain why the advancement in DLC and NVDA chips could form a killer combination for AI applications.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/20/48844541-172416533372494.png\"/></span> </picture><figcaption><p><span>SMCI 2024 FY Q4 earnings slide</span></p></figcaption></figure></p> <h2>NVDA stock: cooling is an AI bottleneck</h2> <p>Out of all the roadblocks (technical, legal, ethical, etc.) for more expansive AI deployment, cooling and the associated energy consumption is a key roadblock. NVDA’s H100 chip consumes 700W of energy at peak operation, more than the average consumption of American households. Most of this power is converted into waste heat, and only a negligible amount is used for the actual computing. This huge amount of waste is also restricted to a tiny volume, given the small footprint of modern-day chips. A large amount of heat confined to a small volume is the perfect recipe for a cooling nightmare.</p> <p>Such a nightmare translates into many practical issues, and the top two on my lists are reduced performance and high energy cost. To avoid overheating, chips do not (or cannot) run at their designed specifications all the time. Better cooling thus could help unleash the full potential of NVDA’s leading chips and SMCI’s liquid-cooled racks are designed for this purpose, as you can read from its following news release (the emphases were added by me):</p> <blockquote><p><em>With Supermicro's 4U liquid-cooled, NVIDIA recently introduced Blackwell GPUs can fully unleash 20 PetaFLOPS on a single GPU of <strong>AI performance and demonstrate 4X better AI training and 30X better inference performance</strong> than the previous GPUs with additional cost savings. Aligned with its first-to-market strategy, Supermicro recently announced a complete line of NVIDIA Blackwell architecture-based products for the new NVIDIA HGX™ B100, B200, and GB200 Grace Blackwell Superchip.</em></p></blockquote> <p>Note that a complete line of these racks is specially designed for NVDA’s Blackwell chips, which leads me to the next key practical issue of energy cost. In practice, data centers employ high-end chips in the thousands and the power demand can bring down the power grid of a region (see the following X.com comments from a Microsoft engineer).</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/20/48844541-1724165333614686.png\"/></span> </picture><figcaption><p><span>Source: X.com</span></p></figcaption></figure></p> <p>It’s always fun to run a topic like this on social media. However, for business operations, this means an outsized electricity bill. As an estimate for the cost breakdown for training/deploying AI Models, I gather the following inputs from this Forbes report (slightly edited with emphases added by me):</p> <blockquote> <ul> <li><em>The cost of the chips amounted to millions of dollars. According to a technical overview of OpenAI’s GPT-3 language model, each training run required at least <strong>$5 million worth</strong> of GPUs.</em></li> <li><em>These models require many, many training runs as they are developed and tuned, so the final cost is far in excess of this figure. When asked at an MIT event in July whether the cost of training foundation models was on the order of <strong>$50 million to $100 million,</strong> OpenAI’s cofounder Sam Altman answered that it was “more than that” and is getting more expensive.</em></li> <li><em>The cost doesn’t end there. Running inference on the models, once trained, is also expensive. Estimates suggest that in January 2023, ChatGPT used nearly 30,000 GPUs to handle hundreds of millions of daily user requests. Sajjad Moazeni, a University of Washington assistant professor of electrical and computer engineering, says those queries may <strong>consume around 1 GWh each day.</strong></em></li> </ul> </blockquote> <p>I need to assume a cost of electricity per kilowatt-hour (kWh) to convert the above consumption into a dollar amount. I will just use my own electricity price of ~$0.14 per kWh for this purpose (as a broader context, electricity costs are in the range of $0.12 to $0.17 per kWh in the U.S.). Under this assumption, 1 GWh per day means an electricity bill of $140,000 PER DAY. Or $51 million per year, which is more than tenfold of the GPUs' upfront costs and on the same order of magnitude as the energy cost to train the model.</p> <p>NVDA’s Blackwell boasts both improved performance and drastically higher energy efficiency. As you can see from the following slide below, Blackwell is designed to deliver 30x higher throughput and 25x energy efficiency compared to earlier generations. With the help of liquid cooling, these chips can spend more time running at their peak performance. The DLC racks are more energy efficient themselves and thus require lower power to operate. All of these point to a significant reduction in electricity consumption, and thus lower energy costs for training and deploying, large-scale AI models.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/20/48844541-17241653334270718.jpg\"/></span> </picture><figcaption><p><span>NVDA investor presentation</span></p></figcaption></figure></p> <h2>Other risks and final thoughts</h2> <p>In terms of downside risks specific to my above forecast, the top risk is the technical issues and delays the Blackwell chips are experiencing now. Its Blackwell product line is experiencing technical issues in reaching the target volume production. More details are summarized in the following chart. More specifically,</p> <blockquote><p><em>… setback has impacted their production targets for Q3/Q4 2024 as well as the first half of next year. This affects Nvidia’s volume and revenue, as we detailed in the Accelerator Model on July 22nd. In short Nvidia’s Hopper is extended in lifespan and shipments to make up for a chunk of the delays. Product timelines for Blackwell are pushed out some, but volumes are affected more than the first shipment timelines.</em></p></blockquote> <p>All told, I believe these setbacks to be only temporary and do not change the underlying force at work here. To recap, I believe the combination of NVDA’s next-generation AI chips with DLC has the potential to fundamentally shift the budget allocation for AI developers and also end users. I further expected such a shift to be reflected in NVDA’s upcoming release of its financials in the past quarter. Looking further out, my view is that the potential energy saving is so large that it will help to further widen NVDA’s competitive moat.</p> <div></div> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/20/48844541-17241653335827518.png\"/></span> </picture><figcaption><p><span>SemiAnalysis </span></p></figcaption></figure></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Q2 Preview: Blackwell And Liquid Cooling Could Form Killer Combination</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Q2 Preview: Blackwell And Liquid Cooling Could Form Killer Combination\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-21 16:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4716104-nvidia-stock-q2-preview-blackwell-and-liquid-cooling-could-form-killer-combination><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's key partner, Super Micro Computer, recently reported the delivery of direct liquid cooling (DLC) systems for NVDA chips.NVDA’s Blackwell AI chips, when combined with DLC, could fundamentally ...</p>\n\n<a href=\"https://seekingalpha.com/article/4716104-nvidia-stock-q2-preview-blackwell-and-liquid-cooling-could-form-killer-combination\">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/1141488976/image_1141488976.jpg","relate_stocks":{"IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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Antonio Bordunovi NVDA stock Q2: Potential impacts from direct liquid cooling I last wrote on Nvidia Corporation (NASDAQ:NVDA) earlier this month (on August 1, 2024 to be exact). That article was titled “Nvidia: Inventory And LLM Demand Point To Another Monstrous Quarter”. As you can guess from the title already, that article focused on the recent developments of its inventory and LLM (large language models) training demands. Quote: Recent inventory data shows a buildup for key rivals such as AMD. In contrast, NVDA sits on record low inventory. Together with its higher unit price, this serves as a clear sign for robust volume and superior pricing power for NVDA. I further project demand from training/deploying Large Language Models to continue. These catalysts all point to another quarter of outsized growth for NVDA. Since my last writing, there have been several new developments that merit a follow-up analysis. The most important developments are twofold in my mind. First, its key partner, Super Micro Computer, Inc. (SMCI) released its fiscal Q4 earnings report (ER) in the middle of the month. SMCI ER described several developments of relevance to NVDA, in particular, the progress it made on its direct liquid cooling (DLC) technologies. Advancements on this front, combined with NVDA’s new chips, could lead to fundamental shift in the cost structural of AI applications in my view. Second, NVDA’s own Q2 ER also approaches. The company is scheduled to report its FY Q2 earnings on Aug 28, 2024, after market close. Many analysts have updated their forecasts recently as you can see from the chart below. The majority of the revisions were upward (36 of them) with only 3 downward revisions. Currently, the consensus EPS forecast stands at $0.64. In contrast, the reported EPS for the same quarter in 2023 was $0.25 only. Thus, the forecasts point to another quarter of triple-digit growth rate. Given this development, the remainder of this article will be a preview of NVDA’s Q2 earnings. I will argue why I totally share the analysts' bullish outlook for its upcoming Q2.   Seeking Alpha NVDA stock and SMCI liquid-cooled clusters The growth drivers I detailed in my last article are of course still valid. To recap, these drivers include superior pricing power and robust demand, both reflected in its record-low inventory currently. Therefore, here, I want to concentrate on a new catalyst that was reported in SMCI’s fiscal Q4 ER. I want to stay on point and do not want to make this analysis an earnings review for SMCI’s Q4. I will risk being terse and only pointing out the parts that are mostly relevant to my thesis here. Overall, SMCI reported a monstrous quarter in my view with 143% YOY growth and 38% growth QoQ as seen in the slide below. As a key partner for NDVA, such growth rates serve as another supporting sign for NVDA’s own growth in the past quarter. What I really want to focus on here is the development of SMCI’s DLC technology. SMCI reported in its Q4 ER the delivery of its 8U liquid-cooled clusters for NVIDIA’s H100 AI chips (the first one to market). Next, I will explain why the advancement in DLC and NVDA chips could form a killer combination for AI applications.   SMCI 2024 FY Q4 earnings slide NVDA stock: cooling is an AI bottleneck Out of all the roadblocks (technical, legal, ethical, etc.) for more expansive AI deployment, cooling and the associated energy consumption is a key roadblock. NVDA’s H100 chip consumes 700W of energy at peak operation, more than the average consumption of American households. Most of this power is converted into waste heat, and only a negligible amount is used for the actual computing. This huge amount of waste is also restricted to a tiny volume, given the small footprint of modern-day chips. A large amount of heat confined to a small volume is the perfect recipe for a cooling nightmare. Such a nightmare translates into many practical issues, and the top two on my lists are reduced performance and high energy cost. To avoid overheating, chips do not (or cannot) run at their designed specifications all the time. Better cooling thus could help unleash the full potential of NVDA’s leading chips and SMCI’s liquid-cooled racks are designed for this purpose, as you can read from its following news release (the emphases were added by me): With Supermicro's 4U liquid-cooled, NVIDIA recently introduced Blackwell GPUs can fully unleash 20 PetaFLOPS on a single GPU of AI performance and demonstrate 4X better AI training and 30X better inference performance than the previous GPUs with additional cost savings. Aligned with its first-to-market strategy, Supermicro recently announced a complete line of NVIDIA Blackwell architecture-based products for the new NVIDIA HGX™ B100, B200, and GB200 Grace Blackwell Superchip. Note that a complete line of these racks is specially designed for NVDA’s Blackwell chips, which leads me to the next key practical issue of energy cost. In practice, data centers employ high-end chips in the thousands and the power demand can bring down the power grid of a region (see the following X.com comments from a Microsoft engineer).   Source: X.com It’s always fun to run a topic like this on social media. However, for business operations, this means an outsized electricity bill. As an estimate for the cost breakdown for training/deploying AI Models, I gather the following inputs from this Forbes report (slightly edited with emphases added by me):   The cost of the chips amounted to millions of dollars. According to a technical overview of OpenAI’s GPT-3 language model, each training run required at least $5 million worth of GPUs. These models require many, many training runs as they are developed and tuned, so the final cost is far in excess of this figure. When asked at an MIT event in July whether the cost of training foundation models was on the order of $50 million to $100 million, OpenAI’s cofounder Sam Altman answered that it was “more than that” and is getting more expensive. The cost doesn’t end there. Running inference on the models, once trained, is also expensive. Estimates suggest that in January 2023, ChatGPT used nearly 30,000 GPUs to handle hundreds of millions of daily user requests. Sajjad Moazeni, a University of Washington assistant professor of electrical and computer engineering, says those queries may consume around 1 GWh each day.   I need to assume a cost of electricity per kilowatt-hour (kWh) to convert the above consumption into a dollar amount. I will just use my own electricity price of ~$0.14 per kWh for this purpose (as a broader context, electricity costs are in the range of $0.12 to $0.17 per kWh in the U.S.). Under this assumption, 1 GWh per day means an electricity bill of $140,000 PER DAY. Or $51 million per year, which is more than tenfold of the GPUs' upfront costs and on the same order of magnitude as the energy cost to train the model. NVDA’s Blackwell boasts both improved performance and drastically higher energy efficiency. As you can see from the following slide below, Blackwell is designed to deliver 30x higher throughput and 25x energy efficiency compared to earlier generations. With the help of liquid cooling, these chips can spend more time running at their peak performance. The DLC racks are more energy efficient themselves and thus require lower power to operate. All of these point to a significant reduction in electricity consumption, and thus lower energy costs for training and deploying, large-scale AI models.   NVDA investor presentation Other risks and final thoughts In terms of downside risks specific to my above forecast, the top risk is the technical issues and delays the Blackwell chips are experiencing now. Its Blackwell product line is experiencing technical issues in reaching the target volume production. More details are summarized in the following chart. More specifically, … setback has impacted their production targets for Q3/Q4 2024 as well as the first half of next year. This affects Nvidia’s volume and revenue, as we detailed in the Accelerator Model on July 22nd. In short Nvidia’s Hopper is extended in lifespan and shipments to make up for a chunk of the delays. Product timelines for Blackwell are pushed out some, but volumes are affected more than the first shipment timelines. All told, I believe these setbacks to be only temporary and do not change the underlying force at work here. To recap, I believe the combination of NVDA’s next-generation AI chips with DLC has the potential to fundamentally shift the budget allocation for AI developers and also end users. I further expected such a shift to be reflected in NVDA’s upcoming release of its financials in the past quarter. Looking further out, my view is that the potential energy saving is so large that it will help to further widen NVDA’s competitive moat.    SemiAnalysis","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340500728807656,"gmtCreate":1724161103726,"gmtModify":1724161105615,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340500728807656","repostId":"2460060562","repostType":2,"repost":{"id":"2460060562","kind":"highlight","pubTimestamp":1724160955,"share":"https://ttm.financial/m/news/2460060562?lang=&edition=fundamental","pubTime":"2024-08-20 21:35","market":"us","language":"en","title":"Palo Alto Networks Stock Rises 6% After Giving Upbeat Forecast, Boosts Buybacks","url":"https://stock-news.laohu8.com/highlight/detail?id=2460060562","media":"Bloomberg","summary":"$Palo Alto Networks(PANW)$ Inc. rose 3% after issuing a quarterly profit outlook that beat Wall Street’s expectations and boosting its share buyback program.Earnings for the current fiscal quarter wil","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> Inc. rose 6% after issuing a quarterly profit outlook that beat Wall Street’s expectations and boosting its share buyback program. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8c809d12d4aa52318440deefbfa4fee2\" tg-width=\"828\" tg-height=\"625\"/></p><p>Earnings for the current fiscal quarter will be $1.47 per share to $1.49 per share, the company said in a statement. Analysts had expected $1.43.</p><p>The company has attempted to refresh its sales strategy, with limited success, Bloomberg Intelligence said before the report. Despite the strategic shift, Palo Alto managed to grow its sales 12% last quarter, faster than expected. </p><p>The reported full year sales of just over $8 billion was in line with consensus expectations that were moderated after it cut its outlook earlier this year.</p><p>Wall Street remained bullish overall on the stock of the Santa Clara, California-based company ahead of Monday’s earnings, which had 40 buys, 15 holds, and zero sell ratings among analysts tracked by Bloomberg.</p><p>Palo Alto’s also announced its board approved an additional $500 million to repurchase shares, increasing the total authorization to $1 billion. </p><p>The results come as a boon for Palo Alto, one of America’s leading cybersecurity companies, which has a market capitalization of $111 billion, up from $91 billion at the start of the year. Chief Executive Officer Nikesh Arora had warned back in February that customers were suffering from “spending fatigue” in cybersecurity, as the company missed Wall Street expectations for annual sales, sending the value of the company plummeting by a record 27% at the time.</p><p>Analysts have been watching to see any impact on the cybersecurity market from the mass outages last month triggered by a flaw update from CrowdStrike Holdings Inc. That includes whether CrowdStrike customers were switching to rivals or pushing back on cybersecurity vendors in general.</p><p>Arora said in an investor call on Monday the company was “delighted” with its results, adding cybersecurity has risen up the agenda in C-suites following “a recent broad outage involving security tools.” The outage triggered by CrowdStrike impacted hospitals, airline flights and retail, placing a sharp spotlight on cybersecurity practices.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palo Alto Networks Stock Rises 6% After Giving Upbeat Forecast, Boosts Buybacks</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\">\nPalo Alto Networks Stock Rises 6% After Giving Upbeat Forecast, Boosts Buybacks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-20 21:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-08-19/palo-alto-jumps-on-strong-profit-outlook-boosted-buyback><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palo Alto Networks Inc. rose 6% after issuing a quarterly profit outlook that beat Wall Street’s expectations and boosting its share buyback program. Earnings for the current fiscal quarter will be $...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-08-19/palo-alto-jumps-on-strong-profit-outlook-boosted-buyback\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","PANW":"Palo Alto Networks","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","BK4528":"SaaS概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4532":"文艺复兴科技持仓","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4585":"ETF&股票定投概念","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1923622614.USD":"Natixis Thematics Meta R/A USD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","BK4588":"碎股","LU1923622291.USD":"Natixis Thematics Safety R/A USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4550":"红杉资本持仓","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4097":"系统软件","BK4581":"高盛持仓","BK4560":"网络安全概念","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc"},"source_url":"https://www.bloomberg.com/news/articles/2024-08-19/palo-alto-jumps-on-strong-profit-outlook-boosted-buyback","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2460060562","content_text":"Palo Alto Networks Inc. rose 6% after issuing a quarterly profit outlook that beat Wall Street’s expectations and boosting its share buyback program. Earnings for the current fiscal quarter will be $1.47 per share to $1.49 per share, the company said in a statement. Analysts had expected $1.43.The company has attempted to refresh its sales strategy, with limited success, Bloomberg Intelligence said before the report. Despite the strategic shift, Palo Alto managed to grow its sales 12% last quarter, faster than expected. The reported full year sales of just over $8 billion was in line with consensus expectations that were moderated after it cut its outlook earlier this year.Wall Street remained bullish overall on the stock of the Santa Clara, California-based company ahead of Monday’s earnings, which had 40 buys, 15 holds, and zero sell ratings among analysts tracked by Bloomberg.Palo Alto’s also announced its board approved an additional $500 million to repurchase shares, increasing the total authorization to $1 billion. The results come as a boon for Palo Alto, one of America’s leading cybersecurity companies, which has a market capitalization of $111 billion, up from $91 billion at the start of the year. Chief Executive Officer Nikesh Arora had warned back in February that customers were suffering from “spending fatigue” in cybersecurity, as the company missed Wall Street expectations for annual sales, sending the value of the company plummeting by a record 27% at the time.Analysts have been watching to see any impact on the cybersecurity market from the mass outages last month triggered by a flaw update from CrowdStrike Holdings Inc. That includes whether CrowdStrike customers were switching to rivals or pushing back on cybersecurity vendors in general.Arora said in an investor call on Monday the company was “delighted” with its results, adding cybersecurity has risen up the agenda in C-suites following “a recent broad outage involving security tools.” The outage triggered by CrowdStrike impacted hospitals, airline flights and retail, placing a sharp spotlight on cybersecurity practices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340350113280104,"gmtCreate":1724124232148,"gmtModify":1724124234001,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340350113280104","repostId":"2460305334","repostType":2,"repost":{"id":"2460305334","kind":"highlight","pubTimestamp":1724123400,"share":"https://ttm.financial/m/news/2460305334?lang=&edition=fundamental","pubTime":"2024-08-20 11:10","market":"us","language":"en","title":"Why Palantir Could Skyrocket Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=2460305334","media":"Seeking Alpha","summary":"Palantir's Azure integration in government sectors drives growth, leveraging GPT-4 and classified cloud for high-value contracts.RPO surged to $1.37B in Q2 2024, up 14% over two years, signaling faste","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir&#39;s Azure integration in government sectors drives growth, leveraging GPT-4 and classified cloud for high-value contracts.</p></li><li><p>RPO surged to $1.37B in Q2 2024, up 14% over two years, signaling faster revenue recognition and higher contract value.</p></li><li><p>US commercial revenue grew 55% YoY, with an 83% increase in customers, reflecting strong AI sector growth.</p></li><li><p>Palantir secured 96 US deals over $1M in Q2 2024, contributing to a 152% YoY increase in contract value.</p></li><li><p>Palantir&#39;s stock is trading at $32, with a target of $39 for 2024 and potential to reach $50, driven by solid fundamentals.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93e53d5debae2485166ee138d1813066\" alt=\"koto_feja\" title=\"koto_feja\" tg-width=\"750\" tg-height=\"422\"/><span>koto_feja</span></p><h2 id=\"id_2268145936\">Investment Thesis</h2><p>In our earlier coverage, we took a bullish stance on <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) ahead of its Q2 earnings, supported by solid fundamentals, strategic positioning in the Industry 5.0 space, and a revised SARs (Stock Appreciation Rights) scheme that helped mitigate stock-based compensation (SBC) dilution. Following its Q2 2024 release, Palantir&#39;s stock has performed well, leading us to upgrade our target price to $39 for 2024.</p><h2 id=\"id_703311011\">Technical Take: $39 Price Target For 2024</h2><p>Palantir stock&#39;s current price is $32, with an average price target of $39 for 2024. This target aligns with the Fibonacci 1 level, suggesting a moderate upside in the stock price. An optimistic target of $50 correlates with the Fibonacci 1.618 extension, indicating a potential breakout to higher resistance. Conversely, a pessimistic target of $27 aligns with the Fibonacci 0.382 level, suggesting possible retracement support in case of downward pressure.</p><p>The Relative Strength Index (RSI) stands at 69, nearing overbought territory, and there is a bearish divergence, signaling potential price weakness. However, the RSI line is trending upwards, indicating a temporary recovery in momentum. The long setup at RSI of 50 suggests that Palantir previously touched a support level, which could provide a solid entry point.</p><p>Regarding volume dynamics, the Volume Price Trend (VPT) line is also reverting upwards, with a current value of 1.42 billion. This exceeds its moving average of 1.26 billion, signaling increased buying interest and prolonged momentum. The VPT-based long setup can be marked as the support observed on the moving average, reinforcing the potential for recovery after corrections.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b00224f31f7e4c93cc402d73f7121782\" alt=\"Author (trendspider.com)\" title=\"Author (trendspider.com)\" tg-width=\"1200\" tg-height=\"700\"/><span>Author (trendspider.com)</span></p><h2 id=\"id_4103509683\">Partnership with Microsoft: A Significant Advancement</h2><p>Palantir&#39;s partnership with Microsoft represents a core fundamental that may lead to its rapid top-line growth. This partnership will integrate Palantir&#39;s sharp AI capabilities in its Foundry, Gotham, Apollo, and AIP platforms with Microsoft&#39;s cloud infrastructure in Azure Government cloud environments.</p><p>This partnership will support Palantir&#39;s business by creating advanced AI-driven solutions and securing high service quality in critical national security operations. Microsoft is already leading the cloud market through Azure with a 23% market share as of Q2 2024.</p><p>Further, Palantir will leverage Microsoft&#39;s large language models (LLMs) like GPT-4 within classified cloud environments, providing the company an advantage in the government sector. Palantir&#39;s solutions are increasingly being deployed in government environments classified as Top Secret (DoD Impact Level 6). This high placement level with the government suggests Palantir&#39;s ability to operationalize and monetize advanced AI in government environments.</p><p>Finally, the market for AI-driven operational workloads in defense and intelligence has significant potential. Palantir&#39;s solutions address critical logistics, contracting, and action planning challenges. Through this partnership, Palantir increased its capacity to capitalize on high-level government contracts to ensure a growing revenue stream from government operations.</p><p>Similarly, this suggests the company&#39;s growth potential in the broader AI and cloud analytics sector. The secure deployment of Palantir&#39;s platforms in government settings also suggests its capacity to expand into highly regulated industries and markets, further cementing Palantir&#39;s long-term revenue growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d1a018b66c9a168d2f03decf44c96f3\" alt=\"Digital Information World\" title=\"Digital Information World\" tg-width=\"1280\" tg-height=\"864\"/><span>Digital Information World</span></p><h2 id=\"id_711091694\">Palantir&#39;s Explosive RPO Growth Signals Strong Contract Momentum and Revenue Surge</h2><p>Palantir&#39;s remaining performance obligations (RPO) show a solid upward trend to $1.37 billion in Q2 2024 (from $1.2 billion in Q2 2022). The 14% growth in RPO over two years reflects the company&#39;s expanding client base with the increasing value of its contracts.</p><p>Moreover, short-term RPO has improved to $0.69 billion in Q2 2024, reflecting a 33% increase (against $0.52 billion in Q2 2022) in the obligations that will be recognized within the next 12 months. This suggests that Palantir is securing contracts with faster revenue recognition cycles to increase its ability to derive near-term top-line growth.</p><p>Further, long-term RPO stabilized at $0.68 billion in Q2 2024 from $0.68 billion in Q2 2022. The dip in long-term RPO in Q4 2022 and Q1 2023 (it reached $0.41 billion) reflects short-term variability in long-term government and commercial contracts. However, the recovery to $0.68 billion in Q2 2024 suggests stability in Palantir&#39;s model in securing long-term contracts.</p><p>Lastly, billings increased from $0.40 billion in Q2 2022 to $0.72 billion in Q2 2024, a high 80% growth over the midterm. Therefore, this growth indicates a constant increase in business activity and demand for Palantir&#39;s platforms.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2bc0a8098bbab3f38db6526d8161d682\" alt=\"Author&#39;s compilation\" title=\"Author&#39;s compilation\" tg-width=\"1200\" tg-height=\"700\"/><span>Author&#39;s compilation</span></p><h2 id=\"id_1457843983\">Palantir&#39;s US Commercial Surge: 152% Contract Growth and Expanding AI Dominance</h2><p>Palantir&#39;s US commercial market has experienced significant growth, with commercial revenue increasing 55% year-over-year (YoY) in Q2 2024, highlighting the company&#39;s success in scaling its commercial operations. Additionally, quarter-over-quarter (QoQ) revenue growth of 6% indicates sustained momentum and further traction in the US commercial sector.</p><p>Additionally, the US commercial customer count increased 83% YoY to 295 in Q2 2024 from 161 in Q2 2023. This 2X client growth in one year reflects Palantir&#39;s ability to attract commercial clients across industries rapidly. The company&#39;s focus on providing enterprise AI solutions is leading to rapidly expanding its client base.</p><p>Moreover, the remaining deal value in Palantir&#39;s US commercial business surged 103% YoY in Q2 2024. Meanwhile, the number of deals closed grew 98% YoY, which suggests the increasing value of Palantir&#39;s contracts, with more significant deals being signed across its US commercial operations. The closing of 123 US commercial deals in Q2 2024 indicates the company&#39;s growing footprint in the commercial sector.</p><p>Finally, Palantir&#39;s commercial contracts, worth over $1 million, have also increased rapidly. In Q2 2024, the company closed 96 deals worth over $1 million, with 33 deals exceeding $5 million and 27 deals worth over $10 million. This shift towards more significant deals reflects the growing moat in the US commercial market with Palantir&#39;s ability to deliver enterprise-grade AI solutions. The company&#39;s commercial total contract value (TCV) reached $262 million in Q2 2024, a staggering 152% increase YoY, demonstrating the accelerating adoption of its platforms by large commercial clients.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b7c5b4a9d294871383153d62f125acd3\" alt=\"investors.palantir.com\" title=\"investors.palantir.com\" tg-width=\"1208\" tg-height=\"560\"/><span>investors.palantir.com</span></p><h2 id=\"id_3862462772\">Palantir&#39;s Overdependence Risk: Slowing Customer Growth Raises Concerns</h2><p>Palantir&#39;s revenue mix is concentrated among a few large customers. For example, revenue derived from its top 20 clients has grown 9% YoY and now stands at $57 million per customer. Hence, there might be slower growth associated with it, therefore, an associated possible over-reliance on a small number of clients; any reduction in business from these critical customers could, therefore, make an enormous adverse impact on Palantir&#39;s total revenue.</p><p>Besides, the QoQ growth rate of US commercial customers decreased to 13% in Q2 2024 from 19% in Q1 2024 and 22% in Q4 2023. Because of this, the stock price would be capped at the increase in the near term. If it persists, it can cause a long-term downward spiral of stock prices because the commercial category holds the key to Palantir&#39;s growth beyond government contracts. A stagnation in commercial growth would undermine efforts to diversify the company&#39;s revenue streams and sustain top-line growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e587dcfef902168848c324ffd28112fb\" alt=\"investors.palantir.com\" title=\"investors.palantir.com\" tg-width=\"1237\" tg-height=\"570\"/><span>investors.palantir.com</span></p><h2 id=\"id_2419407937\">Takeaway</h2><p>Palantir remains well-positioned for growth with a key Microsoft partnership that is driving expansion in the government and AI sectors. Strong RPO growth and rapid gains in its US commercial market underscore the company&#39;s momentum. However, overdependence on a few large customers and slowing commercial client growth pose risks. Finally, with a current price of $32, Palantir&#39;s 2024 target is $39, with a potential upside of $50, but downside support at $27 reflects caution amid possible market volatility.</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>Why Palantir Could Skyrocket Soon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Palantir Could Skyrocket Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-20 11:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4715628-why-palantir-could-skyrocket-soon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir's Azure integration in government sectors drives growth, leveraging GPT-4 and classified cloud for high-value contracts.RPO surged to $1.37B in Q2 2024, up 14% over two years, signaling ...</p>\n\n<a href=\"https://seekingalpha.com/article/4715628-why-palantir-could-skyrocket-soon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4566":"资本集团","BK4150":"赌场与赌博","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4535":"淡马锡持仓","BK4543":"AI","BK4527":"明星科技股","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4538":"云计算","BK4550":"红杉资本持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","BK4503":"景林资产持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4547":"WSB热门概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","PLTR":"Palantir Technologies Inc.","BK4097":"系统软件","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","BK4581":"高盛持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4504":"桥水持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4567":"ESG概念"},"source_url":"https://seekingalpha.com/article/4715628-why-palantir-could-skyrocket-soon","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2460305334","content_text":"Palantir's Azure integration in government sectors drives growth, leveraging GPT-4 and classified cloud for high-value contracts.RPO surged to $1.37B in Q2 2024, up 14% over two years, signaling faster revenue recognition and higher contract value.US commercial revenue grew 55% YoY, with an 83% increase in customers, reflecting strong AI sector growth.Palantir secured 96 US deals over $1M in Q2 2024, contributing to a 152% YoY increase in contract value.Palantir's stock is trading at $32, with a target of $39 for 2024 and potential to reach $50, driven by solid fundamentals.koto_fejaInvestment ThesisIn our earlier coverage, we took a bullish stance on Palantir Technologies Inc. (NYSE:PLTR) ahead of its Q2 earnings, supported by solid fundamentals, strategic positioning in the Industry 5.0 space, and a revised SARs (Stock Appreciation Rights) scheme that helped mitigate stock-based compensation (SBC) dilution. Following its Q2 2024 release, Palantir's stock has performed well, leading us to upgrade our target price to $39 for 2024.Technical Take: $39 Price Target For 2024Palantir stock's current price is $32, with an average price target of $39 for 2024. This target aligns with the Fibonacci 1 level, suggesting a moderate upside in the stock price. An optimistic target of $50 correlates with the Fibonacci 1.618 extension, indicating a potential breakout to higher resistance. Conversely, a pessimistic target of $27 aligns with the Fibonacci 0.382 level, suggesting possible retracement support in case of downward pressure.The Relative Strength Index (RSI) stands at 69, nearing overbought territory, and there is a bearish divergence, signaling potential price weakness. However, the RSI line is trending upwards, indicating a temporary recovery in momentum. The long setup at RSI of 50 suggests that Palantir previously touched a support level, which could provide a solid entry point.Regarding volume dynamics, the Volume Price Trend (VPT) line is also reverting upwards, with a current value of 1.42 billion. This exceeds its moving average of 1.26 billion, signaling increased buying interest and prolonged momentum. The VPT-based long setup can be marked as the support observed on the moving average, reinforcing the potential for recovery after corrections.Author (trendspider.com)Partnership with Microsoft: A Significant AdvancementPalantir's partnership with Microsoft represents a core fundamental that may lead to its rapid top-line growth. This partnership will integrate Palantir's sharp AI capabilities in its Foundry, Gotham, Apollo, and AIP platforms with Microsoft's cloud infrastructure in Azure Government cloud environments.This partnership will support Palantir's business by creating advanced AI-driven solutions and securing high service quality in critical national security operations. Microsoft is already leading the cloud market through Azure with a 23% market share as of Q2 2024.Further, Palantir will leverage Microsoft's large language models (LLMs) like GPT-4 within classified cloud environments, providing the company an advantage in the government sector. Palantir's solutions are increasingly being deployed in government environments classified as Top Secret (DoD Impact Level 6). This high placement level with the government suggests Palantir's ability to operationalize and monetize advanced AI in government environments.Finally, the market for AI-driven operational workloads in defense and intelligence has significant potential. Palantir's solutions address critical logistics, contracting, and action planning challenges. Through this partnership, Palantir increased its capacity to capitalize on high-level government contracts to ensure a growing revenue stream from government operations.Similarly, this suggests the company's growth potential in the broader AI and cloud analytics sector. The secure deployment of Palantir's platforms in government settings also suggests its capacity to expand into highly regulated industries and markets, further cementing Palantir's long-term revenue growth.Digital Information WorldPalantir's Explosive RPO Growth Signals Strong Contract Momentum and Revenue SurgePalantir's remaining performance obligations (RPO) show a solid upward trend to $1.37 billion in Q2 2024 (from $1.2 billion in Q2 2022). The 14% growth in RPO over two years reflects the company's expanding client base with the increasing value of its contracts.Moreover, short-term RPO has improved to $0.69 billion in Q2 2024, reflecting a 33% increase (against $0.52 billion in Q2 2022) in the obligations that will be recognized within the next 12 months. This suggests that Palantir is securing contracts with faster revenue recognition cycles to increase its ability to derive near-term top-line growth.Further, long-term RPO stabilized at $0.68 billion in Q2 2024 from $0.68 billion in Q2 2022. The dip in long-term RPO in Q4 2022 and Q1 2023 (it reached $0.41 billion) reflects short-term variability in long-term government and commercial contracts. However, the recovery to $0.68 billion in Q2 2024 suggests stability in Palantir's model in securing long-term contracts.Lastly, billings increased from $0.40 billion in Q2 2022 to $0.72 billion in Q2 2024, a high 80% growth over the midterm. Therefore, this growth indicates a constant increase in business activity and demand for Palantir's platforms.Author's compilationPalantir's US Commercial Surge: 152% Contract Growth and Expanding AI DominancePalantir's US commercial market has experienced significant growth, with commercial revenue increasing 55% year-over-year (YoY) in Q2 2024, highlighting the company's success in scaling its commercial operations. Additionally, quarter-over-quarter (QoQ) revenue growth of 6% indicates sustained momentum and further traction in the US commercial sector.Additionally, the US commercial customer count increased 83% YoY to 295 in Q2 2024 from 161 in Q2 2023. This 2X client growth in one year reflects Palantir's ability to attract commercial clients across industries rapidly. The company's focus on providing enterprise AI solutions is leading to rapidly expanding its client base.Moreover, the remaining deal value in Palantir's US commercial business surged 103% YoY in Q2 2024. Meanwhile, the number of deals closed grew 98% YoY, which suggests the increasing value of Palantir's contracts, with more significant deals being signed across its US commercial operations. The closing of 123 US commercial deals in Q2 2024 indicates the company's growing footprint in the commercial sector.Finally, Palantir's commercial contracts, worth over $1 million, have also increased rapidly. In Q2 2024, the company closed 96 deals worth over $1 million, with 33 deals exceeding $5 million and 27 deals worth over $10 million. This shift towards more significant deals reflects the growing moat in the US commercial market with Palantir's ability to deliver enterprise-grade AI solutions. The company's commercial total contract value (TCV) reached $262 million in Q2 2024, a staggering 152% increase YoY, demonstrating the accelerating adoption of its platforms by large commercial clients.investors.palantir.comPalantir's Overdependence Risk: Slowing Customer Growth Raises ConcernsPalantir's revenue mix is concentrated among a few large customers. For example, revenue derived from its top 20 clients has grown 9% YoY and now stands at $57 million per customer. Hence, there might be slower growth associated with it, therefore, an associated possible over-reliance on a small number of clients; any reduction in business from these critical customers could, therefore, make an enormous adverse impact on Palantir's total revenue.Besides, the QoQ growth rate of US commercial customers decreased to 13% in Q2 2024 from 19% in Q1 2024 and 22% in Q4 2023. Because of this, the stock price would be capped at the increase in the near term. If it persists, it can cause a long-term downward spiral of stock prices because the commercial category holds the key to Palantir's growth beyond government contracts. A stagnation in commercial growth would undermine efforts to diversify the company's revenue streams and sustain top-line growth.investors.palantir.comTakeawayPalantir remains well-positioned for growth with a key Microsoft partnership that is driving expansion in the government and AI sectors. Strong RPO growth and rapid gains in its US commercial market underscore the company's momentum. However, overdependence on a few large customers and slowing commercial client growth pose risks. Finally, with a current price of $32, Palantir's 2024 target is $39, with a potential upside of $50, but downside support at $27 reflects caution amid possible market volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340349297672424,"gmtCreate":1724124133234,"gmtModify":1724124134994,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340349297672424","repostId":"2460313068","repostType":2,"repost":{"id":"2460313068","kind":"highlight","pubTimestamp":1724121986,"share":"https://ttm.financial/m/news/2460313068?lang=&edition=fundamental","pubTime":"2024-08-20 10:46","market":"sg","language":"en","title":"Humanoid Robots Are Getting Ready for the Factory Spotlight","url":"https://stock-news.laohu8.com/highlight/detail?id=2460313068","media":"seekingalpha","summary":"The race to use humanoid robots in factory settings to lower costs, improve safety, and boost efficiency continues. For its part, Tesla (NASDAQ:TSLA) is looking to hire employees to help accumulate da","content":"<html><head></head><body><p>The race to use humanoid robots in factory settings to lower costs, improve safety, and boost efficiency continues. For its part,  <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>  is looking to hire employees to help accumulate data for the company&#39;s Optimus humanoid robot project. The position is described as &#34;Data Collection Operator, Tesla Bot,&#34; and involves employees wearing a motion capture suit and a virtual reality headset while performing designated movements and actions. The data gathered will be part of broad data collection efforts to train Optimus.</p><p>Tesla said in job postings that the position will pay up to $48 per hour and require walking for over seven hours a day while carrying up to 30 pounds. Employees selected for the role are likely to be close to Optimus’ projected height of 5&#39;8.</p><p>The Optimus training in general involves a formidable amount of data collection. Animesh Garg, a senior researcher at  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>  Research, warned Optimus may require millions of hours of data before it is fully ready to be utilized in Tesla&#39;s factories.</p><p>During Tesla&#39;s Q2 earnings conference call (transcript), CEO Elon Musk highlighted that Optimus is already performing some simple tasks in the EV giant&#39;s factory.</p><p>&#34;And we expect to have Optimus production Version 1 in limited production starting early next year. This will be for Tesla consumption. It&#39;s just better for us to iron out the issues ourselves. But we expect to have several thousand Optimus robots produced and doing useful things by the end of next year in the Tesla factories. And then in 2026, ramping up production quite a bit, and at that point we&#39;ll be providing Optimus robots to outside customers. That will be Production Version 2 of Optimus.&#34;</p><p>Other companies working on humanoid robot development include Boston Dynamics, Agility Robots, Figure AI, Sanctuary AI, Apptronok, Engineered Arts, Hanson Robotics, UBTech Robotocs, and PAL Robotics. Companies testing industrial and manufacturing use cases for humanoid robots include  <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>,  <a href=\"https://laohu8.com/S/BMWYY\">Bayerische Motoren Werke AG</a>,  <a href=\"https://laohu8.com/S/HYMTF\">Hyundai Motor Co., Ltd.</a>, and  <a href=\"https://laohu8.com/S/MBGAF\">Mercedes Benz Group AG</a>. Some of those companies are also looking at household applications for a humanoid robot.</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>Humanoid Robots Are Getting Ready for the Factory Spotlight</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\">\nHumanoid Robots Are Getting Ready for the Factory Spotlight\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-20 10:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4141576-humanoid-robots-are-getting-ready-for-the-factory-spotlight><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The race to use humanoid robots in factory settings to lower costs, improve safety, and boost efficiency continues. For its part,  Tesla Motors  is looking to hire employees to help accumulate data ...</p>\n\n<a href=\"https://seekingalpha.com/news/4141576-humanoid-robots-are-getting-ready-for-the-factory-spotlight\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMWYY":"宝马汽车","BK4511":"特斯拉概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","HYMTF":"Hyundai Motor Co., Ltd.","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0079474960.USD":"联博美国增长基金A","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","MBGAF":"Mercedes Benz Group AG","BK4585":"ETF&股票定投概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4566":"资本集团","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","AMZN":"亚马逊","BK4588":"碎股","BK4141":"半导体产品","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","TSLA":"特斯拉","BK4122":"互联网与直销零售","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","NVDA":"英伟达","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"source_url":"https://seekingalpha.com/news/4141576-humanoid-robots-are-getting-ready-for-the-factory-spotlight","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2460313068","content_text":"The race to use humanoid robots in factory settings to lower costs, improve safety, and boost efficiency continues. For its part,  Tesla Motors  is looking to hire employees to help accumulate data for the company's Optimus humanoid robot project. The position is described as \"Data Collection Operator, Tesla Bot,\" and involves employees wearing a motion capture suit and a virtual reality headset while performing designated movements and actions. The data gathered will be part of broad data collection efforts to train Optimus.Tesla said in job postings that the position will pay up to $48 per hour and require walking for over seven hours a day while carrying up to 30 pounds. Employees selected for the role are likely to be close to Optimus’ projected height of 5'8.The Optimus training in general involves a formidable amount of data collection. Animesh Garg, a senior researcher at  NVIDIA Corp  Research, warned Optimus may require millions of hours of data before it is fully ready to be utilized in Tesla's factories.During Tesla's Q2 earnings conference call (transcript), CEO Elon Musk highlighted that Optimus is already performing some simple tasks in the EV giant's factory.\"And we expect to have Optimus production Version 1 in limited production starting early next year. This will be for Tesla consumption. It's just better for us to iron out the issues ourselves. But we expect to have several thousand Optimus robots produced and doing useful things by the end of next year in the Tesla factories. And then in 2026, ramping up production quite a bit, and at that point we'll be providing Optimus robots to outside customers. That will be Production Version 2 of Optimus.\"Other companies working on humanoid robot development include Boston Dynamics, Agility Robots, Figure AI, Sanctuary AI, Apptronok, Engineered Arts, Hanson Robotics, UBTech Robotocs, and PAL Robotics. Companies testing industrial and manufacturing use cases for humanoid robots include  Amazon.com,  Bayerische Motoren Werke AG,  Hyundai Motor Co., Ltd., and  Mercedes Benz Group AG. Some of those companies are also looking at household applications for a humanoid robot.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340316819251352,"gmtCreate":1724116191213,"gmtModify":1724116194916,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340316819251352","repostId":"1112518033","repostType":4,"repost":{"id":"1112518033","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":1724110837,"share":"https://ttm.financial/m/news/1112518033?lang=&edition=fundamental","pubTime":"2024-08-20 07:40","market":"us","language":"en","title":"Post-Bell | Nasdaq Gains 1.4%; Nvidia Jumps 4.4%; Tesla Rises 3%; AMD Gains 4.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1112518033","media":"Tiger Newspress","summary":"U.S. stocks advanced on Monday, building on their largest weekly percentage gain of the year as investors focused on the Democratic National Convention and the upcoming Jackson Hole Economic Symposium","content":"<html><head></head><body><p>U.S. stocks advanced on Monday, building on their largest weekly percentage gain of the year as investors focused on the Democratic National Convention and the upcoming Jackson Hole Economic Symposium.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8d4683f0e9994fa982bdde30b160637c\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average rose 236.77 points, or 0.58%, to 40,896.53. The S&amp;P 500 gained 54 points, or 0.97%, at 5,608.25 and the Nasdaq Composite added 245.05 points, or 1.39%, at 17,876.77.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4ff2b42539ddd8b2ee7a391242f3e22b\" title=\"\" tg-width=\"921\" tg-height=\"326\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>  signed an agreement to acquire ZT Systems, a provider of artificial-intelligence infrastructure for computing companies. The cash-and-stock transaction is valued at $4.9 billion, including a contingent payment of up to $400 million based on certain post-closing milestones. AMD said it expects the transaction to be accretive on a non-GAAP basis by the end of 2025. AMD rose 4.5%. Shares of AMD competitor <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> rose 4.4%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/EL\">Estee Lauder</a> fell 2.2%. The cosmetics company issued a sales and earnings outlook for fiscal 2025 that Chief Executive Fabrizio Freda called “disappointing.” It also was announced that Freda plans to retire at the end of fiscal 2025 after 16 years in the role. The company said a search for a successor already was underway. Fiscal fourth-quarter adjusted earnings at Estee Lauder beat analysts’ estimates.</p><p><a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> was up 18% after a federal judge temporarily blocked the launch late this month of a rival sports streaming service backed by from Warner Bros. Discovery, Fox, and Walt Disney. Fubo shares rose 17% on Friday.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/HPQ\">HP Inc</a> was down 3.7% to $34.60. Shares of the personal computer and printer company were downgraded by Morgan Stanley to Equal Weight from Overweight and the price target was unchanged at $37.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SG\">Sweetgreen, Inc.</a> was down 6.8% to $34.82. Piper Sandler downgraded the stock to Neutral from Overweight but raised its price target to $39 from $33. The firm also downgraded both <a href=\"https://laohu8.com/S/BROS\">Dutch Bros Inc.</a> and <a href=\"https://laohu8.com/S/SHAK\">Shake Shack</a> to Neutral from Overweight. Dutch Bros fell 4% and Shake Shack declined 2.5%.</p><p style=\"text-align: start;\">Shares of <a href=\"https://laohu8.com/S/MCD\">McDonald&#39;s</a> rose 3.2% to $287.55 as analysts at Evercore raised their price target on the fast-food chain to $320 from $300. The firm maintained an Outperform rating on the stock.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3009623701\" style=\"text-align: start;\">Nvidia’s Stock Is up 30% from August Lows — and Earnings Could Further Its Momentum</h3><p>Nvidia shares are up more than 30% from their low point earlier in August, helped by a six-day winning streak that’s their longest in almost five months.</p><p style=\"text-align: start;\">The stock Nvidia<strong> </strong>is ahead 24% over the past six trading sessions, having just cemented its longest consecutive run of gains since a six-day winning streak that wrapped up March 25, according to Dow Jones Market Data.</p><p>And a big potential catalyst sits on the horizon. Nvidia is due to report fiscal second-quarter earnings next Wednesday afternoon, and Goldman Sachs analyst Toshiya Hari is feeling upbeat on balance.</p><h3 id=\"id_2714819991\" style=\"text-align: start;\">Palo Alto Networks Gives Upbeat Forecast, Boosts Buybacks</h3><p>Palo Alto Networks Inc. rose after issuing a quarterly profit outlook that beat Wall Street’s expectations and boosting its share buyback program. The shares jumped 2% in post-market trading.</p><p style=\"text-align: start;\">The reported full-year sales of just over $8 billion was in line with consensus expectations that were moderated after it cut its outlook earlier this year.</p><p>Palo Alto’s also announced its board approved an additional $500 million to repurchase shares, increasing the total authorization to $1 billion.</p><h3 id=\"id_3154725465\">Trump Says He May End EV Tax Credit; Is Open to Naming Elon Musk as an Adviser</h3><p>Republican presidential candidate Donald Trump said on Monday that if elected he would consider ending a $7,500 tax credit for electric-vehicle purchases and that he would be open to naming Tesla CEO Elon Musk to a cabinet or advisory role.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Post-Bell | Nasdaq Gains 1.4%; Nvidia Jumps 4.4%; Tesla Rises 3%; AMD Gains 4.5%</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\">\nPost-Bell | Nasdaq Gains 1.4%; Nvidia Jumps 4.4%; Tesla Rises 3%; AMD Gains 4.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-08-20 07:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks advanced on Monday, building on their largest weekly percentage gain of the year as investors focused on the Democratic National Convention and the upcoming Jackson Hole Economic Symposium.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8d4683f0e9994fa982bdde30b160637c\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average rose 236.77 points, or 0.58%, to 40,896.53. The S&amp;P 500 gained 54 points, or 0.97%, at 5,608.25 and the Nasdaq Composite added 245.05 points, or 1.39%, at 17,876.77.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4ff2b42539ddd8b2ee7a391242f3e22b\" title=\"\" tg-width=\"921\" tg-height=\"326\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>  signed an agreement to acquire ZT Systems, a provider of artificial-intelligence infrastructure for computing companies. The cash-and-stock transaction is valued at $4.9 billion, including a contingent payment of up to $400 million based on certain post-closing milestones. AMD said it expects the transaction to be accretive on a non-GAAP basis by the end of 2025. AMD rose 4.5%. Shares of AMD competitor <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> rose 4.4%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/EL\">Estee Lauder</a> fell 2.2%. The cosmetics company issued a sales and earnings outlook for fiscal 2025 that Chief Executive Fabrizio Freda called “disappointing.” It also was announced that Freda plans to retire at the end of fiscal 2025 after 16 years in the role. The company said a search for a successor already was underway. Fiscal fourth-quarter adjusted earnings at Estee Lauder beat analysts’ estimates.</p><p><a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> was up 18% after a federal judge temporarily blocked the launch late this month of a rival sports streaming service backed by from Warner Bros. Discovery, Fox, and Walt Disney. Fubo shares rose 17% on Friday.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/HPQ\">HP Inc</a> was down 3.7% to $34.60. Shares of the personal computer and printer company were downgraded by Morgan Stanley to Equal Weight from Overweight and the price target was unchanged at $37.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SG\">Sweetgreen, Inc.</a> was down 6.8% to $34.82. Piper Sandler downgraded the stock to Neutral from Overweight but raised its price target to $39 from $33. The firm also downgraded both <a href=\"https://laohu8.com/S/BROS\">Dutch Bros Inc.</a> and <a href=\"https://laohu8.com/S/SHAK\">Shake Shack</a> to Neutral from Overweight. Dutch Bros fell 4% and Shake Shack declined 2.5%.</p><p style=\"text-align: start;\">Shares of <a href=\"https://laohu8.com/S/MCD\">McDonald&#39;s</a> rose 3.2% to $287.55 as analysts at Evercore raised their price target on the fast-food chain to $320 from $300. The firm maintained an Outperform rating on the stock.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3009623701\" style=\"text-align: start;\">Nvidia’s Stock Is up 30% from August Lows — and Earnings Could Further Its Momentum</h3><p>Nvidia shares are up more than 30% from their low point earlier in August, helped by a six-day winning streak that’s their longest in almost five months.</p><p style=\"text-align: start;\">The stock Nvidia<strong> </strong>is ahead 24% over the past six trading sessions, having just cemented its longest consecutive run of gains since a six-day winning streak that wrapped up March 25, according to Dow Jones Market Data.</p><p>And a big potential catalyst sits on the horizon. Nvidia is due to report fiscal second-quarter earnings next Wednesday afternoon, and Goldman Sachs analyst Toshiya Hari is feeling upbeat on balance.</p><h3 id=\"id_2714819991\" style=\"text-align: start;\">Palo Alto Networks Gives Upbeat Forecast, Boosts Buybacks</h3><p>Palo Alto Networks Inc. rose after issuing a quarterly profit outlook that beat Wall Street’s expectations and boosting its share buyback program. The shares jumped 2% in post-market trading.</p><p style=\"text-align: start;\">The reported full-year sales of just over $8 billion was in line with consensus expectations that were moderated after it cut its outlook earlier this year.</p><p>Palo Alto’s also announced its board approved an additional $500 million to repurchase shares, increasing the total authorization to $1 billion.</p><h3 id=\"id_3154725465\">Trump Says He May End EV Tax Credit; Is Open to Naming Elon Musk as an Adviser</h3><p>Republican presidential candidate Donald Trump said on Monday that if elected he would consider ending a $7,500 tax credit for electric-vehicle purchases and that he would be open to naming Tesla CEO Elon Musk to a cabinet or advisory role.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PANW":"Palo Alto Networks","MCD":"麦当劳",".SPX":"S&P 500 Index","EL":"雅诗兰黛","AMD":"美国超微公司",".DJI":"道琼斯","NVDA":"英伟达","TSLA":"特斯拉",".IXIC":"NASDAQ Composite","HPQ":"惠普","FUBO":"fuboTV Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112518033","content_text":"U.S. stocks advanced on Monday, building on their largest weekly percentage gain of the year as investors focused on the Democratic National Convention and the upcoming Jackson Hole Economic Symposium.Market SnapshotThe Dow Jones Industrial Average rose 236.77 points, or 0.58%, to 40,896.53. The S&P 500 gained 54 points, or 0.97%, at 5,608.25 and the Nasdaq Composite added 245.05 points, or 1.39%, at 17,876.77.Market MoversAdvanced Micro Devices  signed an agreement to acquire ZT Systems, a provider of artificial-intelligence infrastructure for computing companies. The cash-and-stock transaction is valued at $4.9 billion, including a contingent payment of up to $400 million based on certain post-closing milestones. AMD said it expects the transaction to be accretive on a non-GAAP basis by the end of 2025. AMD rose 4.5%. Shares of AMD competitor NVIDIA Corp rose 4.4%.Estee Lauder fell 2.2%. The cosmetics company issued a sales and earnings outlook for fiscal 2025 that Chief Executive Fabrizio Freda called “disappointing.” It also was announced that Freda plans to retire at the end of fiscal 2025 after 16 years in the role. The company said a search for a successor already was underway. Fiscal fourth-quarter adjusted earnings at Estee Lauder beat analysts’ estimates.fuboTV Inc. was up 18% after a federal judge temporarily blocked the launch late this month of a rival sports streaming service backed by from Warner Bros. Discovery, Fox, and Walt Disney. Fubo shares rose 17% on Friday.HP Inc was down 3.7% to $34.60. Shares of the personal computer and printer company were downgraded by Morgan Stanley to Equal Weight from Overweight and the price target was unchanged at $37.Sweetgreen, Inc. was down 6.8% to $34.82. Piper Sandler downgraded the stock to Neutral from Overweight but raised its price target to $39 from $33. The firm also downgraded both Dutch Bros Inc. and Shake Shack to Neutral from Overweight. Dutch Bros fell 4% and Shake Shack declined 2.5%.Shares of McDonald's rose 3.2% to $287.55 as analysts at Evercore raised their price target on the fast-food chain to $320 from $300. The firm maintained an Outperform rating on the stock.Market NewsNvidia’s Stock Is up 30% from August Lows — and Earnings Could Further Its MomentumNvidia shares are up more than 30% from their low point earlier in August, helped by a six-day winning streak that’s their longest in almost five months.The stock Nvidia is ahead 24% over the past six trading sessions, having just cemented its longest consecutive run of gains since a six-day winning streak that wrapped up March 25, according to Dow Jones Market Data.And a big potential catalyst sits on the horizon. Nvidia is due to report fiscal second-quarter earnings next Wednesday afternoon, and Goldman Sachs analyst Toshiya Hari is feeling upbeat on balance.Palo Alto Networks Gives Upbeat Forecast, Boosts BuybacksPalo Alto Networks Inc. rose after issuing a quarterly profit outlook that beat Wall Street’s expectations and boosting its share buyback program. The shares jumped 2% in post-market trading.The reported full-year sales of just over $8 billion was in line with consensus expectations that were moderated after it cut its outlook earlier this year.Palo Alto’s also announced its board approved an additional $500 million to repurchase shares, increasing the total authorization to $1 billion.Trump Says He May End EV Tax Credit; Is Open to Naming Elon Musk as an AdviserRepublican presidential candidate Donald Trump said on Monday that if elected he would consider ending a $7,500 tax credit for electric-vehicle purchases and that he would be open to naming Tesla CEO Elon Musk to a cabinet or advisory role.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339253978329096,"gmtCreate":1723866508646,"gmtModify":1723866512653,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339253978329096","repostId":"339189422915912","repostType":1,"repost":{"id":339189422915912,"gmtCreate":1723814157304,"gmtModify":1723917601940,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"AVGO - Quarterly Earnings Winner ? Buy Now ?","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> is an integral link in the technology-hardware supply chain. Other companies might get all the fame and glory, but investors should not overlook Broadcom stock, which could rally sharply if the company exceeds Wall Street’s expectations on 05 Sep 2024. That is when Broadcom will be handing in their earnings report card. Try not to assess Broadcom using traditional valuation metrics: Eg. price-to-earnings ratios (P/E). It can be misleading, as these don’t provide a complete picture. Consider AVGO’s achievements and growth. Prepare yourself for an upcoming event that should keep the critics and short sellers at bay. Previous Grand-Slam Quarter. It feels like yesterday that Broadcom delivered second-quarter fiscal 2024 results that","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> is an integral link in the technology-hardware supply chain. Other companies might get all the fame and glory, but investors should not overlook Broadcom stock, which could rally sharply if the company exceeds Wall Street’s expectations on 05 Sep 2024. That is when Broadcom will be handing in their earnings report card. Try not to assess Broadcom using traditional valuation metrics: Eg. price-to-earnings ratios (P/E). It can be misleading, as these don’t provide a complete picture. Consider AVGO’s achievements and growth. Prepare yourself for an upcoming event that should keep the critics and short sellers at bay. Previous Grand-Slam Quarter. It feels like yesterday that Broadcom delivered second-quarter fiscal 2024 results that","text":"$Broadcom(AVGO)$ is an integral link in the technology-hardware supply chain. Other companies might get all the fame and glory, but investors should not overlook Broadcom stock, which could rally sharply if the company exceeds Wall Street’s expectations on 05 Sep 2024. That is when Broadcom will be handing in their earnings report card. Try not to assess Broadcom using traditional valuation metrics: Eg. price-to-earnings ratios (P/E). It can be misleading, as these don’t provide a complete picture. Consider AVGO’s achievements and growth. Prepare yourself for an upcoming event that should keep the critics and short sellers at bay. Previous Grand-Slam Quarter. It feels like yesterday that Broadcom delivered second-quarter fiscal 2024 results that","images":[{"img":"https://community-static.tradeup.com/news/fbdba799fedfcaa54ee9dfd889e5f96b","width":"673","height":"271"},{"img":"https://community-static.tradeup.com/news/23434f2971c01cf1ced39fdf6aa56a58","width":"649","height":"226"},{"img":"https://community-static.tradeup.com/news/950079f7fefb5eec4ec2fe8c307bcbd5","width":"717","height":"327"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339189422915912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":292698709086248,"gmtCreate":1712485983341,"gmtModify":1712485989040,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"So many articles like this but the comparison is so off. Where Cisco and Tesla reigned the competitors were not so far behind and the product in mind was achievable by a lot of other would be competitors . In Nvidia's case, there not 1 company that comes close to what they're offering. They're starting now yes, but how soon would they be able to leap frog? It's not just a matter of coding but also components and know how of how to assemble and integrate these components. I view this article to be too manipulative in the guise of a friendly reminder.&nbsp; I'm no optimist either but the market is all about confidence and this gradual shaking can be disastrous as well.&nbsp;","listText":"So many articles like this but the comparison is so off. Where Cisco and Tesla reigned the competitors were not so far behind and the product in mind was achievable by a lot of other would be competitors . In Nvidia's case, there not 1 company that comes close to what they're offering. They're starting now yes, but how soon would they be able to leap frog? It's not just a matter of coding but also components and know how of how to assemble and integrate these components. I view this article to be too manipulative in the guise of a friendly reminder.&nbsp; I'm no optimist either but the market is all about confidence and this gradual shaking can be disastrous as well.&nbsp;","text":"So many articles like this but the comparison is so off. Where Cisco and Tesla reigned the competitors were not so far behind and the product in mind was achievable by a lot of other would be competitors . In Nvidia's case, there not 1 company that comes close to what they're offering. They're starting now yes, but how soon would they be able to leap frog? It's not just a matter of coding but also components and know how of how to assemble and integrate these components. I view this article to be too manipulative in the guise of a friendly reminder. I'm no optimist either but the market is all about confidence and this gradual shaking can be disastrous as well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/292698709086248","repostId":"2425631460","repostType":2,"repost":{"id":"2425631460","kind":"highlight","pubTimestamp":1712462400,"share":"https://ttm.financial/m/news/2425631460?lang=&edition=fundamental","pubTime":"2024-04-07 12:00","market":"us","language":"en","title":"History Says Magnificent Companies Can Become Disappointing Stocks. Is Nvidia Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=2425631460","media":"Motley Fool","summary":"The GPU leader is an investor darling today, but Wall Street history suggests you use caution when considering a buy.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia&#39;s stock price has rocketed higher in a dramatic way over the past 18 months.</p></li><li><p>Investors are enamored of its position in the growing AI sector.</p></li><li><p>Sometimes even good stories end badly for investors.</p></li></ul><p>The fear of missing out -- aka, FOMO -- can lead to shocking excesses on Wall Street. So-called bubbles can push stocks so high that you start to believe that the sky&#39;s the limit. Right now, it looks like <strong>Nvidia</strong> can do no wrong, and its share price has risen accordingly. If you pay attention to Wall Street history, however, you&#39;ll see that buying Nvidia today could easily end up being the wrong call.</p><h2 id=\"id_2104138690\">Nvidia&#39;s stock gains have been incredible</h2><p>The big story with Nvidia is that it makes high-powered chips capable of running artificial intelligence (AI) applications. AI is a huge story today in the technology sector, with just about every company that can do so either directly working on an AI product or explaining to investors how AI will be a direct benefit to it in some way (by increasing efficiency or automating tasks, for example). Wall Street is highly enamored of AI and anything associated with it.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/23ccba8ca3eb29e65ff75123790d57eb\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"466\"/><span>Image source: Getty Images.</span></p><p>Given Nvidia&#39;s direct connection to the space -- and its surging earnings from it -- the stock has advanced rapidly. Over the past year alone the stock has gained 223%. Over the past three years, the gain is more than 550%. Over the past five years, its gain is more than 1,860%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e64e22df92eee55ea245ba62042e6736\" alt=\"NVDA data by YCharts\" title=\"NVDA data by YCharts\" tg-width=\"720\" tg-height=\"441\"/><span>NVDA data by YCharts</span></p><p>Scan the 10-year price chart above and it looks like Nvidia&#39;s stock is lifting off like a rocket. The combination of that price rise and the general AI fever has investors clamoring to buy it. But don&#39;t jump on this rocket without considering some Wall Street history.</p><h2 id=\"id_1285148969\">Ben Graham&#39;s Depression-era wisdom</h2><p>Benjamin Graham is the man who helped to train Warren Buffett and the author of iconic investing tome <em>The Intelligent Investor</em>. To paraphrase that Wall Street giant, even a good company can be a bad investment if you pay too much for it. A great example of that is <strong>Cisco Systems</strong> (CSCO 0.92%). Take a look at the graph below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89c80104786fb5fefbf9f71be644fdff\" alt=\"CSCO data by YCharts.\" title=\"CSCO data by YCharts.\" tg-width=\"720\" tg-height=\"441\"/><span>CSCO data by YCharts.</span></p><p>It would be hard not to notice how similar its rocket-like trajectory is to the Nvidia graph above. But the key feature of this graph is actually not the stock price -- it&#39;s the dates. The graph ends with the last trading day of 1999. The next graph brings the story up to the present, and it should be more than enough to frighten any investor who is currently all-in on Nvidia.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bcfaef50b757102aaa1f5ec93460cba6\" alt=\"CSCO data by YCharts.\" title=\"CSCO data by YCharts.\" tg-width=\"720\" tg-height=\"441\"/><span>CSCO data by YCharts.</span></p><p>Simply put, after that giant peak during the dot-com boom there was a giant crash during the dot-com bust. And Cisco&#39;s share price still hasn&#39;t recovered all of the ground it lost. If you bought near the peak, you are still in the red on your investment (not factoring in dividends being reinvested).</p><p>You can argue that this is a cherry-picked example, which is true. But there are no crystal balls on Wall Street, and there&#39;s no way to know for sure that Nvidia will avoid a similar fate. Indeed, while it has a dominant position now in the chips that support AI, competitors are working hard to catch up. When they do, Nvidia may not be quite so special anymore, and investors will probably sour on the shares. The history of Wall Street suggests that, at some point, Nvidia&#39;s shocking stock price rise will end, just like it has for so many other stocks before.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/66373cef4694a6dadab52426219493c6\" alt=\"TSLA data by YCharts.\" title=\"TSLA data by YCharts.\" tg-width=\"720\" tg-height=\"441\"/><span>TSLA data by YCharts.</span></p><h2 id=\"id_2678667612\">Don&#39;t forget about gravity</h2><p>Few companies can defy gravity forever. <strong>Tesla</strong>&#39;s (NASDAQ: TSLA) shares, for example, have fallen by roughly 50% since the electric vehicle giant became sustainably profitable around 2020 and are down nearly 60% from all-time highs reached in late 2021. That might seem counterintuitive, but stories are often more powerful on Wall Street than profits. And when a story gets old, lofty stock prices have a painful habit of crashing back down to earth.</p><p>Don&#39;t let FOMO get the better of you. Nvidia may be a magnificent company, but it could still end up being a terrible investment if you pay too much for it.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>History Says Magnificent Companies Can Become Disappointing Stocks. Is Nvidia Next?</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\">\nHistory Says Magnificent Companies Can Become Disappointing Stocks. Is Nvidia Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-07 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/04/06/history-magnificent-companies-stocks-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's stock price has rocketed higher in a dramatic way over the past 18 months.Investors are enamored of its position in the growing AI sector.Sometimes even good stories end badly for investors....</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/06/history-magnificent-companies-stocks-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","NVDA":"英伟达","BK4529":"IDC概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0080751232.USD":"富达环球多元动力基金A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4532":"文艺复兴科技持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","LU0823414478.USD":"法巴经典能源转换基金","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4587":"ChatGPT概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4527":"明星科技股","BK4588":"碎股","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1548497426.USD":"安联环球人工智能AT Acc","BK4579":"人工智能","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","BK4574":"无人驾驶","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4099":"汽车制造商","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://www.fool.com/investing/2024/04/06/history-magnificent-companies-stocks-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2425631460","content_text":"Nvidia's stock price has rocketed higher in a dramatic way over the past 18 months.Investors are enamored of its position in the growing AI sector.Sometimes even good stories end badly for investors.The fear of missing out -- aka, FOMO -- can lead to shocking excesses on Wall Street. So-called bubbles can push stocks so high that you start to believe that the sky's the limit. Right now, it looks like Nvidia can do no wrong, and its share price has risen accordingly. If you pay attention to Wall Street history, however, you'll see that buying Nvidia today could easily end up being the wrong call.Nvidia's stock gains have been incredibleThe big story with Nvidia is that it makes high-powered chips capable of running artificial intelligence (AI) applications. AI is a huge story today in the technology sector, with just about every company that can do so either directly working on an AI product or explaining to investors how AI will be a direct benefit to it in some way (by increasing efficiency or automating tasks, for example). Wall Street is highly enamored of AI and anything associated with it.Image source: Getty Images.Given Nvidia's direct connection to the space -- and its surging earnings from it -- the stock has advanced rapidly. Over the past year alone the stock has gained 223%. Over the past three years, the gain is more than 550%. Over the past five years, its gain is more than 1,860%.NVDA data by YChartsScan the 10-year price chart above and it looks like Nvidia's stock is lifting off like a rocket. The combination of that price rise and the general AI fever has investors clamoring to buy it. But don't jump on this rocket without considering some Wall Street history.Ben Graham's Depression-era wisdomBenjamin Graham is the man who helped to train Warren Buffett and the author of iconic investing tome The Intelligent Investor. To paraphrase that Wall Street giant, even a good company can be a bad investment if you pay too much for it. A great example of that is Cisco Systems (CSCO 0.92%). Take a look at the graph below.CSCO data by YCharts.It would be hard not to notice how similar its rocket-like trajectory is to the Nvidia graph above. But the key feature of this graph is actually not the stock price -- it's the dates. The graph ends with the last trading day of 1999. The next graph brings the story up to the present, and it should be more than enough to frighten any investor who is currently all-in on Nvidia.CSCO data by YCharts.Simply put, after that giant peak during the dot-com boom there was a giant crash during the dot-com bust. And Cisco's share price still hasn't recovered all of the ground it lost. If you bought near the peak, you are still in the red on your investment (not factoring in dividends being reinvested).You can argue that this is a cherry-picked example, which is true. But there are no crystal balls on Wall Street, and there's no way to know for sure that Nvidia will avoid a similar fate. Indeed, while it has a dominant position now in the chips that support AI, competitors are working hard to catch up. When they do, Nvidia may not be quite so special anymore, and investors will probably sour on the shares. The history of Wall Street suggests that, at some point, Nvidia's shocking stock price rise will end, just like it has for so many other stocks before.TSLA data by YCharts.Don't forget about gravityFew companies can defy gravity forever. Tesla's (NASDAQ: TSLA) shares, for example, have fallen by roughly 50% since the electric vehicle giant became sustainably profitable around 2020 and are down nearly 60% from all-time highs reached in late 2021. That might seem counterintuitive, but stories are often more powerful on Wall Street than profits. And when a story gets old, lofty stock prices have a painful habit of crashing back down to earth.Don't let FOMO get the better of you. Nvidia may be a magnificent company, but it could still end up being a terrible investment if you pay too much for it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940002020,"gmtCreate":1677579964161,"gmtModify":1677579968100,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Isn't Chatgpt resourcing from up to&nbsp;2021&nbsp;data only?&nbsp;","listText":"Isn't Chatgpt resourcing from up to&nbsp;2021&nbsp;data only?&nbsp;","text":"Isn't Chatgpt resourcing from up to 2021 data only?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":30,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940002020","repostId":"2314924625","repostType":4,"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943526143,"gmtCreate":1679575243983,"gmtModify":1679575248936,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Thanks!","listText":"Thanks!","text":"Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943526143","repostId":"2321968955","repostType":2,"repost":{"id":"2321968955","kind":"highlight","pubTimestamp":1679559799,"share":"https://ttm.financial/m/news/2321968955?lang=&edition=fundamental","pubTime":"2023-03-23 16:23","market":"us","language":"en","title":"Prediction: These Will Be 5 of the Most Valuable Stocks by 2050","url":"https://stock-news.laohu8.com/highlight/detail?id=2321968955","media":"Motley Fool","summary":"If you're just getting started on your investing journey, you might find these stocks especially interesting.","content":"<html><head></head><body><p>History proves the stock market is one of the greatest vehicles for generating long-term wealth, and there&#39;s no shortage of spectacular examples.</p><p><b>Apple</b> is currently the world&#39;s largest company, with a valuation of $2.4 trillion, and an investment in its initial public offering (IPO) in 1980 has yielded a return of 155,000% to date. Similarly, shares of <b>Microsoft </b>have soared 382,700% since its IPO in 1986.</p><p>But where will the next market leaders come from? Companies developing technologies like semiconductors, artificial intelligence (AI), and cybersecurity might be the best candidates. Through that lens, here are five stocks that could be among the world&#39;s most valuable by 2050.</p><h2>1. AMD: A leader in high-performance computing</h2><p><b>Advanced Micro Devices</b> (AMD) is one of the world&#39;s leading semiconductor companies. Its advanced computer chips power some of the hottest consumer products, from the infotainment systems in <b>Tesla</b>&#39;s electric vehicles to gaming consoles like the Microsoft Xbox and <b>Sony </b>PlayStation.</p><p>But the data center is the company&#39;s most valuable opportunity. AMD is a go-to chipmaker for the top providers of cloud computing services. Moreover, its $49 billion acquisition of Xilinx last year sets it up to lead the high-performance computing industry -- including areas like artificial intelligence.</p><p>Xilinx&#39;s adaptive technology allows chips to be reconfigured after the manufacturing process, significantly shortening the upgrade cycle, which is exactly what the AI sector needs to speed up its progress.</p><p>The semiconductor industry was valued at $573 billion in 2022 with a 12.2% annual growth rate, according to Fortune Business Insights. If it continues to expand at that pace, AMD could be playing in a $14 trillion market by 2050. But that&#39;s not all, because the AI sector could absolutely trounce that opportunity (more on that later).</p><h2>2. <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>: Building the future on connecting people</h2><p>If you&#39;ve never used one of <b>Meta Platforms</b>&#39; social networks, chances are you know someone who has. Facebook, Instagram, and WhatsApp have a combined 3.7 billion monthly users, which is close to half the population on Earth. Meta is focused on maintaining that advantage and it&#39;s doing so in a few ways.</p><p>First, it&#39;s investing in its Reels feature, which curates short-form video content using AI, primarily to fend off a competitive threat from ByteDance&#39;s TikTok. Second, it&#39;s pouring billions ($13.7 billion in 2022, to be precise) into building a virtual world called the metaverse.</p><p>Meta thinks virtual reality could be the future of social and professional connection, so it&#39;s developing both the hardware and the software to cement its leadership position. Some estimates suggest the value of that opportunity could fall between $2 trillion and $30 trillion within the next decade, and it could grow even even more in the long term as the technology improves.</p><p>It will be difficult for a competitor to challenge Meta&#39;s current dominance, because it has already done the hard part of attracting such an enormous user base. So as long as the company continues to innovate to keep those users engaged, it should maintain its position among the most valuable companies in the world when 2050 rolls around.</p><h2>3. Nvidia: Advancing AI, supercomputers, autonomous driving, and more</h2><p>Like AMD, <b>Nvidia</b> makes some of the world&#39;s most advanced semiconductors. But it&#39;s focused on becoming a platform computing company, in which it also develops software, especially in segments like artificial intelligence, where it&#39;s already a widely recognized leader.</p><p>Nvidia&#39;s graphics chips are extremely popular in the gaming community, but it&#39;s the data center segment that holds the most promise. Its hardware has turned data centers from a place to store information into a training ground for AI and machine learning models -- including OpenAI&#39;s ChatGPT. The company&#39;s chips also power the most advanced supercomputers on the planet, and for the first time ever, businesses will soon be able to access them online through cloud providers like Microsoft Azure.</p><p>The Nvidia Drive platform also holds long-term promise. It&#39;s an end-to-end hardware and software solution for car manufacturers wanting to build autonomous self-driving capabilities into their vehicles -- an industry that could generate $14 trillion in value as soon as 2027.</p><p>Simply put, Nvidia has inserted itself into almost every aspect of the AI industry. End users will find it difficult to access the technology without an Nvidia hardware or software product, and that is going to drive substantial long-term value creation.</p><h2>4. CrowdStrike: Cybersecurity is on the cusp of major growth</h2><p><b>CrowdStrike</b> is a cybersecurity industry leader thanks to its continued development of AI to improve accuracy and reduce response times. The corporate world continues to shift its day-to-day operations online using cloud computing technology, and it&#39;s leaving organizations more vulnerable than ever.</p><p>Hosting valuable assets and applications online leads to a much larger attack surface; hackers can effectively strike from anywhere on the planet. CrowdStrike offers a leading portfolio of solutions to protect the cloud, the endpoint, and user identities, the latter two of which are especially important for organizations with remote workforces.</p><p>The company&#39;s AI and machine learning models are fed 2 trillion events per day, so they continue to improve at a rapid pace. CrowdStrike currently serves over 23,000 customers, and the more it attracts, the faster its models learn and the better its products become.</p><p>A 2022 survey by <b>Morgan Stanley</b> revealed cybersecurity is the last expense corporate leaders plan to cut, even in the event of a recession. The fact is, this technology is absolutely critical, and as the world becomes increasingly digital, there&#39;s no going back.</p><h2>5. C3.ai: A first-of-its-kind enterprise AI company</h2><p>Let it be known: <b>C3.ai</b> is my riskiest, most outlandish pick of this bunch, though it&#39;s packed with potential. The company is worth just $2.4 billion right now, but it has pioneered a brand-new industry called enterprise artificial intelligence. It sells AI applications to businesses, whether they need ready-made software or an entirely custom solution.</p><p>I touched on the potential value of AI earlier in this piece. Ark Investment Management, led by tech investor Cathie Wood, thinks the technology could add $200 trillion in output to the global economy as soon as 2030 through productivity increases in areas like computer programming. If that happens, software providers like C3.ai will have a $14 trillion revenue opportunity.</p><p>C3.ai already provides AI applications to the largest organizations in the world from fossil fuel giant <b>Shell</b> to the U.S. Department of Defense. Moreover, the top three cloud computing platforms -- <b>Amazon </b>Web Services (AWS), Microsoft Azure, and <b>Alphabet</b>&#39;s Google Cloud -- have partnered with C3.ai to integrate its AI technology into their own services.</p><p>Programmers using C3.ai on AWS, for example, can build applications 26 times faster than on AWS alone, with 99% less written code required. C3.ai is already delivering the productivity increases Ark is referring to.</p><p>Even if I&#39;m wrong about C3.ai becoming one of the world&#39;s most valuable companies by 2050 -- and I very well might be -- there&#39;s still room for significant upside in its stock given the disparity between its tiny valuation today and its enormous long-term opportunity.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prediction: These Will Be 5 of the Most Valuable Stocks by 2050</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPrediction: These Will Be 5 of the Most Valuable Stocks by 2050\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 16:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/22/prediction-these-will-5-most-valuable-stocks-2050/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>History proves the stock market is one of the greatest vehicles for generating long-term wealth, and there's no shortage of spectacular examples.Apple is currently the world's largest company, with a ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/22/prediction-these-will-5-most-valuable-stocks-2050/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4566":"资本集团","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4577":"网络游戏","AI":"C3.ai, Inc.","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0444971666.USD":"天利全球科技基金","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","META":"Meta Platforms, Inc.","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","CRWD":"CrowdStrike Holdings, Inc.","NVDA":"英伟达","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4529":"IDC概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","AMD":"美国超微公司","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD"},"source_url":"https://www.fool.com/investing/2023/03/22/prediction-these-will-5-most-valuable-stocks-2050/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321968955","content_text":"History proves the stock market is one of the greatest vehicles for generating long-term wealth, and there's no shortage of spectacular examples.Apple is currently the world's largest company, with a valuation of $2.4 trillion, and an investment in its initial public offering (IPO) in 1980 has yielded a return of 155,000% to date. Similarly, shares of Microsoft have soared 382,700% since its IPO in 1986.But where will the next market leaders come from? Companies developing technologies like semiconductors, artificial intelligence (AI), and cybersecurity might be the best candidates. Through that lens, here are five stocks that could be among the world's most valuable by 2050.1. AMD: A leader in high-performance computingAdvanced Micro Devices (AMD) is one of the world's leading semiconductor companies. Its advanced computer chips power some of the hottest consumer products, from the infotainment systems in Tesla's electric vehicles to gaming consoles like the Microsoft Xbox and Sony PlayStation.But the data center is the company's most valuable opportunity. AMD is a go-to chipmaker for the top providers of cloud computing services. Moreover, its $49 billion acquisition of Xilinx last year sets it up to lead the high-performance computing industry -- including areas like artificial intelligence.Xilinx's adaptive technology allows chips to be reconfigured after the manufacturing process, significantly shortening the upgrade cycle, which is exactly what the AI sector needs to speed up its progress.The semiconductor industry was valued at $573 billion in 2022 with a 12.2% annual growth rate, according to Fortune Business Insights. If it continues to expand at that pace, AMD could be playing in a $14 trillion market by 2050. But that's not all, because the AI sector could absolutely trounce that opportunity (more on that later).2. Meta Platforms: Building the future on connecting peopleIf you've never used one of Meta Platforms' social networks, chances are you know someone who has. Facebook, Instagram, and WhatsApp have a combined 3.7 billion monthly users, which is close to half the population on Earth. Meta is focused on maintaining that advantage and it's doing so in a few ways.First, it's investing in its Reels feature, which curates short-form video content using AI, primarily to fend off a competitive threat from ByteDance's TikTok. Second, it's pouring billions ($13.7 billion in 2022, to be precise) into building a virtual world called the metaverse.Meta thinks virtual reality could be the future of social and professional connection, so it's developing both the hardware and the software to cement its leadership position. Some estimates suggest the value of that opportunity could fall between $2 trillion and $30 trillion within the next decade, and it could grow even even more in the long term as the technology improves.It will be difficult for a competitor to challenge Meta's current dominance, because it has already done the hard part of attracting such an enormous user base. So as long as the company continues to innovate to keep those users engaged, it should maintain its position among the most valuable companies in the world when 2050 rolls around.3. Nvidia: Advancing AI, supercomputers, autonomous driving, and moreLike AMD, Nvidia makes some of the world's most advanced semiconductors. But it's focused on becoming a platform computing company, in which it also develops software, especially in segments like artificial intelligence, where it's already a widely recognized leader.Nvidia's graphics chips are extremely popular in the gaming community, but it's the data center segment that holds the most promise. Its hardware has turned data centers from a place to store information into a training ground for AI and machine learning models -- including OpenAI's ChatGPT. The company's chips also power the most advanced supercomputers on the planet, and for the first time ever, businesses will soon be able to access them online through cloud providers like Microsoft Azure.The Nvidia Drive platform also holds long-term promise. It's an end-to-end hardware and software solution for car manufacturers wanting to build autonomous self-driving capabilities into their vehicles -- an industry that could generate $14 trillion in value as soon as 2027.Simply put, Nvidia has inserted itself into almost every aspect of the AI industry. End users will find it difficult to access the technology without an Nvidia hardware or software product, and that is going to drive substantial long-term value creation.4. CrowdStrike: Cybersecurity is on the cusp of major growthCrowdStrike is a cybersecurity industry leader thanks to its continued development of AI to improve accuracy and reduce response times. The corporate world continues to shift its day-to-day operations online using cloud computing technology, and it's leaving organizations more vulnerable than ever.Hosting valuable assets and applications online leads to a much larger attack surface; hackers can effectively strike from anywhere on the planet. CrowdStrike offers a leading portfolio of solutions to protect the cloud, the endpoint, and user identities, the latter two of which are especially important for organizations with remote workforces.The company's AI and machine learning models are fed 2 trillion events per day, so they continue to improve at a rapid pace. CrowdStrike currently serves over 23,000 customers, and the more it attracts, the faster its models learn and the better its products become.A 2022 survey by Morgan Stanley revealed cybersecurity is the last expense corporate leaders plan to cut, even in the event of a recession. The fact is, this technology is absolutely critical, and as the world becomes increasingly digital, there's no going back.5. C3.ai: A first-of-its-kind enterprise AI companyLet it be known: C3.ai is my riskiest, most outlandish pick of this bunch, though it's packed with potential. The company is worth just $2.4 billion right now, but it has pioneered a brand-new industry called enterprise artificial intelligence. It sells AI applications to businesses, whether they need ready-made software or an entirely custom solution.I touched on the potential value of AI earlier in this piece. Ark Investment Management, led by tech investor Cathie Wood, thinks the technology could add $200 trillion in output to the global economy as soon as 2030 through productivity increases in areas like computer programming. If that happens, software providers like C3.ai will have a $14 trillion revenue opportunity.C3.ai already provides AI applications to the largest organizations in the world from fossil fuel giant Shell to the U.S. Department of Defense. Moreover, the top three cloud computing platforms -- Amazon Web Services (AWS), Microsoft Azure, and Alphabet's Google Cloud -- have partnered with C3.ai to integrate its AI technology into their own services.Programmers using C3.ai on AWS, for example, can build applications 26 times faster than on AWS alone, with 99% less written code required. C3.ai is already delivering the productivity increases Ark is referring to.Even if I'm wrong about C3.ai becoming one of the world's most valuable companies by 2050 -- and I very well might be -- there's still room for significant upside in its stock given the disparity between its tiny valuation today and its enormous long-term opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316735734460504,"gmtCreate":1718367102368,"gmtModify":1718367111194,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Tesla is so far from their objectives and is rife w internal problems where competitors are focused on building better models... go figure","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Tesla is so far from their objectives and is rife w internal problems where competitors are focused on building better models... go figure","text":"$Tesla Motors(TSLA)$ Tesla is so far from their objectives and is rife w internal problems where competitors are focused on building better models... go figure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/316735734460504","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102495020619380","authorId":"4102495020619380","name":"romanc9","avatar":"https://static.tigerbbs.com/76bfe37245defa055adfff7453f1520f","crmLevel":2,"crmLevelSwitch":1,"idStr":"4102495020619380","authorIdStr":"4102495020619380"},"content":"This package is the 5yrs milestone that Elon make what Tesla achieved. The company is now a $500bil company. So is not the question does Tesla make $5 bil in profit a Yr..","text":"This package is the 5yrs milestone that Elon make what Tesla achieved. The company is now a $500bil company. So is not the question does Tesla make $5 bil in profit a Yr..","html":"This package is the 5yrs milestone that Elon make what Tesla achieved. The company is now a $500bil company. So is not the question does Tesla make $5 bil in profit a Yr.."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924698282,"gmtCreate":1672238473646,"gmtModify":1676538657685,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"😊awesome","listText":"😊awesome","text":"😊awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9924698282","repostId":"2294986816","repostType":2,"repost":{"id":"2294986816","kind":"highlight","pubTimestamp":1672241939,"share":"https://ttm.financial/m/news/2294986816?lang=&edition=fundamental","pubTime":"2022-12-28 23:38","market":"us","language":"en","title":"4 Growth Stocks Expected to Skyrocket in 2023, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2294986816","media":"Motley Fool","summary":"Select Wall Street analysts foresee up to 532% upside in these fast-paced companies for 2023.","content":"<html><head></head><body><p>Investing in 2022 has been an adventure, to say the least. With just a few days to go before we welcome in a new year, it&#39;s a near certainty that this&#39;ll be the worst year for the broad-based <b>S&amp;P 500</b> and growth-dependent <b>Nasdaq Composite</b> since 2008.</p><p>However, this weakness hasn&#39;t fazed Wall Street one bit. Despite contending with a bear market, analysts remain decidedly optimistic about the long-term prospects for equities and the broader market. That&#39;s why the vast majority of institutional price targets imply upside.</p><p>But not all price targets are created equally. As we ready to move into 2023, Wall Street expects four growth stocks to have a stellar year, with implied upside ranging from 192% to 532%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e52ca19aad9581b50456da1ca53a887d\" tg-width=\"700\" tg-height=\"535\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2><a href=\"https://laohu8.com/S/NIO\">Nio</a>: Implied upside in 2023 of 192%</h2><p>The first supercharged growth stock with incredible upside potential in the new year, at least according to one Wall Street analyst, is China-based electric vehicle (EV) manufacturer <b>Nio</b>. <b>UBS</b> analyst Paul Gong believes Nio could reach $32, which would represent a near-tripling in its share price from where it closed last week.</p><p>Gong&#39;s thesis is simple: Innovation should drive strong sales volume. Nio has introduced more than a half-dozen EVs since its inception but has seen a rapid uptick in production since its ET7 and ET5 sedan deliveries began in late March and September, respectively. The company&#39;s record deliveries of more than 14,100 EVs in November was (pardon the pun) fueled by these two sedans, which accounted for roughly 44% of all deliveries.</p><p>Nio has also done a good job of ensuring that many early buyers remain loyal to the brand. During the pandemic in 2020, the company introduced its battery-as-a-service (BaaS) subscription. With BaaS, buyers receive an upfront discount on the purchase price of their vehicle and can upgrade their batteries at a later date. In return, Nio is generating high-margin subscription revenue and locking buyers into the Nio brand.</p><p>Although Nio is one of the more intriguing names in the EV space and does look like a bargain, a nearly 200% gain in 2023 could be asking a bit much. Until there&#39;s clarity on China&#39;s COVID-19 mitigation plans, supply chain disruptions could still constrain Nio&#39;s full potential.</p><h2><a href=\"https://laohu8.com/S/SE\">Sea Limited</a>: Implied upside in 2023 of 219%</h2><p>A second high-octane growth stock Wall Street believes could soar in 2023 is Singapore-based <b>Sea Limited</b>. <b>Goldman Sachs</b> analyst Pang Vittayaamnuaykoon foresees shares hitting $159, which would imply upside of 219%.</p><p>Sea&#39;s sustained double-digit growth rate is powered by its three unique operating segments. The only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA) at the moment is Garena, the company&#39;s gaming division. Sea&#39;s popular mobile game <i>Free Fire</i> has benefited from having 9.1% of its 568.2 million quarterly active users paying to play. The industry pay-to-play rate for mobile games is considerably lower.</p><p>There&#39;s also the company&#39;s digital financial services segment, which is powered by its mobile wallet solutions. Sea operates in a number of chronically underbanked emerging markets where mobile wallets can improve access to basic financial services.</p><p>But the segment driving the most investor interest for Sea is e-commerce platform Shopee. During the third quarter, Shopee processed 2 billion orders and over $19 billion in gross merchandise volume (GMV). Its annual GMV run-rate of more than $76 billion is up over 660% from 2018.</p><p>Though Sea&#39;s growth is intriguing, the company&#39;s losses have been unsightly. Even with cost-cutting measures put in place for 2023, I wouldn&#39;t expect shares to approach $159 anytime soon.</p><h2><a href=\"https://laohu8.com/S/TLRY\">Tilray Brands</a>: Implied upside in 2023 of 223%</h2><p>A third growth stock with the potential to skyrocket in the new year, according to one Wall Street analyst, is Canadian marijuana stock <b>Tilray Brands</b>. Longtime cannabis bull Vivien Azer of <b>Cowen</b> believes Tilray is worth $9 per share, which would lead to a more than tripling in its shares.</p><p>Azer&#39;s optimism is a reflection of both the growth potential of marijuana globally as well as Tilray&#39;s improving operating performance. Though estimates vary, the global weed market could be worth $57 billion by 2026, according to BDSA, up from $30 billion in 2021.</p><p>In terms of Tilray&#39;s operating performance, the company has delivered 14 consecutive quarters of positive adjusted EBITDA and has reduced its expenses enough to make a run at reaching positive free-cash flow (FCF) in its current fiscal year. Most Canadian licensed producers are losing money, so pushing to positive FCF would be an important stepping stone for Tilray.</p><p>It&#39;s also worth adding that, despite trimming its operating expenses, Tilray has stood its ground with regard to pricing its cannabis products. Even though consumers have gravitated toward value-based products, Tilray&#39;s unwillingness to cut its prices much, if at all, has resulted in margin expansion in recent quarters.</p><p>Nevertheless, without a path to enter the highly lucrative U.S. market, and with the company still producing quarterly losses, reaching $9 looks next to impossible in the upcoming year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d35e5e3f94aad2bbab176de04084b36\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2><a href=\"https://laohu8.com/S/PLUG\">Plug Power</a>: Implied upside in 2023 of 532%</h2><p>The fourth and final growth stock expected to skyrocket in 2023 is hydrogen fuel-cell solutions company <b>Plug Power</b>. If analyst Amit Dayal of H.C. Wainwright is correct, Plug Power can reach $78 in 2023, which would represent upside of a jaw-dropping 532% from where shares ended last week.</p><p>Dayal cited a laundry list of factors that supported this aggressive price target earlier this year. This included the introduction of more efficient next-generation GenDrive units, the opening of a fuel-cell gigafactory (which occurred in November), and the expected margin expansion derived from scaled revenue and GenDrive units that&#39;d be less costly to build and service.</p><p>Opportunities for Plug Power to significantly expand its green-hydrogen network abound. The company has forged more than a handful of brand-name partnerships, including the formation of a joint venture (Hyvia) with <b>Renault</b> that&#39;s targeting Europe&#39;s light commercial vehicle market. <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> months ago, Hyvia unveiled its first fuel-cell prototype, the Renault Master Van H2-Tech, with over 12 cubic meters of storage space and north of 300 miles of range. Hyvia anticipates unveiling an even larger van and an urban minibus in the future.</p><p>Plug Power is certainly not struggling in the growth department given that crude oil and natural gas are well above their historic norms. The company has forecast $3 billion in sales by 2025, which would represent a roughly 500% improvement over its total sales in 2021.</p><p>But to keep with the theme of this list, Wall Street&#39;s high-water price target for 2023 appears farfetched. Though Plug Power has plenty of momentum in its sails, the company hasn&#39;t yet demonstrated that it can scale its operations or generate a profit. Until it does, expecting a greater than 500% return is wishful thinking.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Growth Stocks Expected to Skyrocket in 2023, According to Wall Street</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\">\n4 Growth Stocks Expected to Skyrocket in 2023, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-28 23:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/28/4-growth-stocks-skyrocket-in-2023-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing in 2022 has been an adventure, to say the least. With just a few days to go before we welcome in a new year, it's a near certainty that this'll be the worst year for the broad-based S&P 500 ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/28/4-growth-stocks-skyrocket-in-2023-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1548497426.USD":"安联环球人工智能AT Acc","NIO":"蔚来","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999002406.SGD":"利安新加坡信托基金","BK4557":"大麻股","BK4503":"景林资产持仓","SE":"Sea Ltd","BK4211":"区域性银行","SG9999002620.SGD":"LionGlobal South East Asia SGD","PLUG":"普拉格能源","BK4566":"资本集团","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4551":"寇图资本持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4581":"高盛持仓","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK4085":"互动家庭娱乐","BK4096":"电气部件与设备","SG9999013478.USD":"利安新加坡股息基金","BK4554":"元宇宙及AR概念","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","BK4541":"氢能源","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","TLRY":"Tilray Inc.","BK4548":"巴美列捷福持仓","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU0048573645.USD":"富达东盟基金","LU0251143029.SGD":"Fidelity ASEAN A-SGD","BK4585":"ETF&股票定投概念","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4547":"WSB热门概念","BK4007":"制药","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","BK4535":"淡马锡持仓"},"source_url":"https://www.fool.com/investing/2022/12/28/4-growth-stocks-skyrocket-in-2023-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294986816","content_text":"Investing in 2022 has been an adventure, to say the least. With just a few days to go before we welcome in a new year, it's a near certainty that this'll be the worst year for the broad-based S&P 500 and growth-dependent Nasdaq Composite since 2008.However, this weakness hasn't fazed Wall Street one bit. Despite contending with a bear market, analysts remain decidedly optimistic about the long-term prospects for equities and the broader market. That's why the vast majority of institutional price targets imply upside.But not all price targets are created equally. As we ready to move into 2023, Wall Street expects four growth stocks to have a stellar year, with implied upside ranging from 192% to 532%.Image source: Getty Images.Nio: Implied upside in 2023 of 192%The first supercharged growth stock with incredible upside potential in the new year, at least according to one Wall Street analyst, is China-based electric vehicle (EV) manufacturer Nio. UBS analyst Paul Gong believes Nio could reach $32, which would represent a near-tripling in its share price from where it closed last week.Gong's thesis is simple: Innovation should drive strong sales volume. Nio has introduced more than a half-dozen EVs since its inception but has seen a rapid uptick in production since its ET7 and ET5 sedan deliveries began in late March and September, respectively. The company's record deliveries of more than 14,100 EVs in November was (pardon the pun) fueled by these two sedans, which accounted for roughly 44% of all deliveries.Nio has also done a good job of ensuring that many early buyers remain loyal to the brand. During the pandemic in 2020, the company introduced its battery-as-a-service (BaaS) subscription. With BaaS, buyers receive an upfront discount on the purchase price of their vehicle and can upgrade their batteries at a later date. In return, Nio is generating high-margin subscription revenue and locking buyers into the Nio brand.Although Nio is one of the more intriguing names in the EV space and does look like a bargain, a nearly 200% gain in 2023 could be asking a bit much. Until there's clarity on China's COVID-19 mitigation plans, supply chain disruptions could still constrain Nio's full potential.Sea Limited: Implied upside in 2023 of 219%A second high-octane growth stock Wall Street believes could soar in 2023 is Singapore-based Sea Limited. Goldman Sachs analyst Pang Vittayaamnuaykoon foresees shares hitting $159, which would imply upside of 219%.Sea's sustained double-digit growth rate is powered by its three unique operating segments. The only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA) at the moment is Garena, the company's gaming division. Sea's popular mobile game Free Fire has benefited from having 9.1% of its 568.2 million quarterly active users paying to play. The industry pay-to-play rate for mobile games is considerably lower.There's also the company's digital financial services segment, which is powered by its mobile wallet solutions. Sea operates in a number of chronically underbanked emerging markets where mobile wallets can improve access to basic financial services.But the segment driving the most investor interest for Sea is e-commerce platform Shopee. During the third quarter, Shopee processed 2 billion orders and over $19 billion in gross merchandise volume (GMV). Its annual GMV run-rate of more than $76 billion is up over 660% from 2018.Though Sea's growth is intriguing, the company's losses have been unsightly. Even with cost-cutting measures put in place for 2023, I wouldn't expect shares to approach $159 anytime soon.Tilray Brands: Implied upside in 2023 of 223%A third growth stock with the potential to skyrocket in the new year, according to one Wall Street analyst, is Canadian marijuana stock Tilray Brands. Longtime cannabis bull Vivien Azer of Cowen believes Tilray is worth $9 per share, which would lead to a more than tripling in its shares.Azer's optimism is a reflection of both the growth potential of marijuana globally as well as Tilray's improving operating performance. Though estimates vary, the global weed market could be worth $57 billion by 2026, according to BDSA, up from $30 billion in 2021.In terms of Tilray's operating performance, the company has delivered 14 consecutive quarters of positive adjusted EBITDA and has reduced its expenses enough to make a run at reaching positive free-cash flow (FCF) in its current fiscal year. Most Canadian licensed producers are losing money, so pushing to positive FCF would be an important stepping stone for Tilray.It's also worth adding that, despite trimming its operating expenses, Tilray has stood its ground with regard to pricing its cannabis products. Even though consumers have gravitated toward value-based products, Tilray's unwillingness to cut its prices much, if at all, has resulted in margin expansion in recent quarters.Nevertheless, without a path to enter the highly lucrative U.S. market, and with the company still producing quarterly losses, reaching $9 looks next to impossible in the upcoming year.Image source: Getty Images.Plug Power: Implied upside in 2023 of 532%The fourth and final growth stock expected to skyrocket in 2023 is hydrogen fuel-cell solutions company Plug Power. If analyst Amit Dayal of H.C. Wainwright is correct, Plug Power can reach $78 in 2023, which would represent upside of a jaw-dropping 532% from where shares ended last week.Dayal cited a laundry list of factors that supported this aggressive price target earlier this year. This included the introduction of more efficient next-generation GenDrive units, the opening of a fuel-cell gigafactory (which occurred in November), and the expected margin expansion derived from scaled revenue and GenDrive units that'd be less costly to build and service.Opportunities for Plug Power to significantly expand its green-hydrogen network abound. The company has forged more than a handful of brand-name partnerships, including the formation of a joint venture (Hyvia) with Renault that's targeting Europe's light commercial vehicle market. Two months ago, Hyvia unveiled its first fuel-cell prototype, the Renault Master Van H2-Tech, with over 12 cubic meters of storage space and north of 300 miles of range. Hyvia anticipates unveiling an even larger van and an urban minibus in the future.Plug Power is certainly not struggling in the growth department given that crude oil and natural gas are well above their historic norms. The company has forecast $3 billion in sales by 2025, which would represent a roughly 500% improvement over its total sales in 2021.But to keep with the theme of this list, Wall Street's high-water price target for 2023 appears farfetched. Though Plug Power has plenty of momentum in its sails, the company hasn't yet demonstrated that it can scale its operations or generate a profit. Until it does, expecting a greater than 500% return is wishful thinking.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121388596,"gmtCreate":1624454000015,"gmtModify":1703837139311,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Why buy Bitcoin? There’s so many new better coins now","listText":"Why buy Bitcoin? There’s so many new better coins now","text":"Why buy Bitcoin? There’s so many new better coins now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/121388596","repostId":"1128646024","repostType":4,"repost":{"id":"1128646024","kind":"news","pubTimestamp":1624451586,"share":"https://ttm.financial/m/news/1128646024?lang=&edition=fundamental","pubTime":"2021-06-23 20:33","market":"us","language":"en","title":"Cathie Wood bought 1 million shares of Grayscale Bitcoin Trust during crypto's drop below $30,000","url":"https://stock-news.laohu8.com/highlight/detail?id=1128646024","media":"cnbc","summary":"Ark Invest’s Cathie Wood took advantage of the volatility in bitcoin on Tuesday, buying up shares of","content":"<div>\n<p>Ark Invest’s Cathie Wood took advantage of the volatility in bitcoin on Tuesday, buying up shares ofGrayscale Bitcoin TrustandCoinbase.\nWood — known for taking advantage of dips in her highest ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/23/cathie-wood-bought-1-million-shares-of-the-grayscale-bitcoin-trust-during-drop-below-30000.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Cathie Wood bought 1 million shares of Grayscale Bitcoin Trust during crypto's drop below $30,000</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\">\nCathie Wood bought 1 million shares of Grayscale Bitcoin Trust during crypto's drop below $30,000\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 20:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/23/cathie-wood-bought-1-million-shares-of-the-grayscale-bitcoin-trust-during-drop-below-30000.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ark Invest’s Cathie Wood took advantage of the volatility in bitcoin on Tuesday, buying up shares ofGrayscale Bitcoin TrustandCoinbase.\nWood — known for taking advantage of dips in her highest ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/23/cathie-wood-bought-1-million-shares-of-the-grayscale-bitcoin-trust-during-drop-below-30000.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKW":"ARK Next Generation Internation ETF","ARKK":"ARK Innovation ETF"},"source_url":"https://www.cnbc.com/2021/06/23/cathie-wood-bought-1-million-shares-of-the-grayscale-bitcoin-trust-during-drop-below-30000.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1128646024","content_text":"Ark Invest’s Cathie Wood took advantage of the volatility in bitcoin on Tuesday, buying up shares ofGrayscale Bitcoin TrustandCoinbase.\nWood — known for taking advantage of dips in her highest conviction picks —purchased 1,046,002 shares of the Grayscale Bitcoin Trust in theARK Next Generation Internet ETFon Tuesday, a position worth roughly $12 million based on Grayscale’s closing price of $11.47 per share. Shares of Grayscale closed flat on Tuesday but dropped near $10 per share during the rout in bitcoin.\nThe founder and CEO of Ark Invest also purchased 214,718 shares of Coinbase in her flagship fundARK Innovationfund, worth about $47.8 million based on Coinbase’s closing price of $222.47 per share. Shares of Coinbase closed down just 0.6% on Tuesday, but the stock dropped as low as $210 per share during the trading day.\nThe price of bitcoin tumbled below the key $30,000 level Tuesday morning and then rallied back into positive territory in a wild reversal. Near its low of the day, bitcoin fell more than 11% to about $28,911, below the $29,026 level where it ended 2020, according to Coin Metrics. The cryptocurrency then bounced and traded around $32,637.54 around the market close.\nWith Tuesday’s losses, bitcoin has been cut in half from its all-time high of more than $64,000 in mid-April. Bitcoin last traded up 4% to around $33,958, according to Coin Metrics.\nGrayscale Bitcoin Trust, an investment that holds bitcoin, is now the 7th largest holding in ARK Next Generation Internet ETF, representing more than 4% of the fund. The trust is down 12% this year but up over 150% over the last 12 months.\n\nMeanwhile, Coinbase, the world’s largest cryptocurrency exchange, is the 10th largest holding in Ark’s flagship fund ARK Innovation. The stock represents nearly 3.5% of the ETF.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":292407926874320,"gmtCreate":1712414571602,"gmtModify":1712414576189,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> J judging haha","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> J judging haha","text":"$Tiger Brokers(TIGR)$ J judging haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/292407926874320","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943473236,"gmtCreate":1679665513626,"gmtModify":1679665517125,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943473236","repostId":"1157066182","repostType":2,"repost":{"id":"1157066182","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":1679665427,"share":"https://ttm.financial/m/news/1157066182?lang=&edition=fundamental","pubTime":"2023-03-24 21:43","market":"us","language":"en","title":"Gold and Silver Stocks Climbed in Bank Crises","url":"https://stock-news.laohu8.com/highlight/detail?id=1157066182","media":"Tiger Newspress","summary":"Gold and silver stocks climbed in bank crises. US Gold and Pan American Silver rose 2% in morning tr","content":"<html><head></head><body><p>Gold and silver stocks climbed in bank crises. US Gold and Pan American Silver rose 2% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/00ef530c9ee963229766ba67929d746c\" tg-width=\"399\" tg-height=\"725\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/829825eb05d2590cdcb924483b443822\" tg-width=\"416\" tg-height=\"333\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gold and Silver Stocks Climbed in Bank Crises</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\">\nGold and Silver Stocks Climbed in Bank Crises\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\">2023-03-24 21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Gold and silver stocks climbed in bank crises. US Gold and Pan American Silver rose 2% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/00ef530c9ee963229766ba67929d746c\" tg-width=\"399\" tg-height=\"725\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/829825eb05d2590cdcb924483b443822\" tg-width=\"416\" tg-height=\"333\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PAAS":"泛美白银","USAU":"美国黄金公司","AU":"AngloGold Ashanti Ltd ADS","GFI":"金田","HMY":"哈莫尼黄金"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157066182","content_text":"Gold and silver stocks climbed in bank crises. US Gold and Pan American Silver rose 2% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941012802,"gmtCreate":1679839424407,"gmtModify":1679839428091,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941012802","repostId":"9941018580","repostType":1,"repost":{"id":9941018580,"gmtCreate":1679837929642,"gmtModify":1679839401370,"author":{"id":"3566532164444643","authorId":"3566532164444643","name":"ZEROHERO","avatar":"https://static.tigerbbs.com/62813b6df1c4722e559d112fadd5486a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566532164444643","authorIdStr":"3566532164444643"},"themes":[],"title":"How Long Does The Stock Market Take To Recover From The Bear Market?","htmlText":"This is the question on everyone's mind these days. Many financial gurus are giving out predictions onsocial media that the worst is yet to come causing more uncertainties to investing long term.&nbsp; Should we sell everything now&nbsp;and buy on low? Start to dollar cost average at each week or every&nbsp;month? How about waiting out for a U-turn sign before taking action? Let's look at some news and historical data today before making a decision or rather, stay put and do nothing. With the stock market on one of its worst losing streaks in decades amid a relentless selloff that has pushed the S&amp;P 500 nearly 20% below its record highs last October, recession risks are rising—but history shows that not all bear markets lead to long-term downturns and stocks can often rebound over this","listText":"This is the question on everyone's mind these days. Many financial gurus are giving out predictions onsocial media that the worst is yet to come causing more uncertainties to investing long term.&nbsp; Should we sell everything now&nbsp;and buy on low? Start to dollar cost average at each week or every&nbsp;month? How about waiting out for a U-turn sign before taking action? Let's look at some news and historical data today before making a decision or rather, stay put and do nothing. With the stock market on one of its worst losing streaks in decades amid a relentless selloff that has pushed the S&amp;P 500 nearly 20% below its record highs last October, recession risks are rising—but history shows that not all bear markets lead to long-term downturns and stocks can often rebound over this","text":"This is the question on everyone's mind these days. Many financial gurus are giving out predictions onsocial media that the worst is yet to come causing more uncertainties to investing long term. Should we sell everything now and buy on low? Start to dollar cost average at each week or every month? How about waiting out for a U-turn sign before taking action? Let's look at some news and historical data today before making a decision or rather, stay put and do nothing. With the stock market on one of its worst losing streaks in decades amid a relentless selloff that has pushed the S&P 500 nearly 20% below its record highs last October, recession risks are rising—but history shows that not all bear markets lead to long-term downturns and stocks can often rebound over this","images":[{"img":"https://community-static.tradeup.com/news/a8f362fe48ae05a4cf1ec2ef0e7019bf","width":"1200","height":"663"},{"img":"https://community-static.tradeup.com/news/93f541e1d3664d1c5375bfdac3fb1520","width":"883","height":"840"},{"img":"https://community-static.tradeup.com/news/1be5449f263189df8d147debe79795cd","width":"1536","height":"1152"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941018580","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941032852,"gmtCreate":1679817123276,"gmtModify":1679817126911,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941032852","repostId":"2322482957","repostType":2,"repost":{"id":"2322482957","kind":"highlight","pubTimestamp":1679796091,"share":"https://ttm.financial/m/news/2322482957?lang=&edition=fundamental","pubTime":"2023-03-26 10:01","market":"us","language":"en","title":"Elon Musk Puts $20 Billion Value on Twitter - the Information","url":"https://stock-news.laohu8.com/highlight/detail?id=2322482957","media":"StreetInsider","summary":"(Reuters) - Twitter Inc CEO Elon Musk has offered the social-media company's employees stock grants ","content":"<html><head></head><body><p>(Reuters) - Twitter Inc CEO Elon Musk has offered the social-media company&#39;s employees stock grants at a valuation of nearly $20 billion, the Information reported on Saturday, citing a person familiar with an email Musk sent to Twitter staff.</p><p>The reported valuation is less than half of the $44 billion that Musk paid to acquire the social media platform, pointing to a drop in Twitter&#39;s value.</p><p>Twitter did not immediately respond to a Reuters&#39; emailed request for a comment.</p><p>Musk said in December that Twitter is on track to be &#34;roughly cash flow break-even&#34; in 2023 as top advertisers slashed their spending on the social-media platform after the billionaire&#39; s takeover.</p></body></html>","source":"highlight_streetinsider","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>Elon Musk Puts $20 Billion Value on Twitter - the Information</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\">\nElon Musk Puts $20 Billion Value on Twitter - the Information\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 10:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=21418057><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Twitter Inc CEO Elon Musk has offered the social-media company's employees stock grants at a valuation of nearly $20 billion, the Information reported on Saturday, citing a person familiar...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21418057\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4516":"特朗普概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","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","LU2063271972.USD":"富兰克林创新领域基金","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4508":"社交媒体","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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Twitter Inc CEO Elon Musk has offered the social-media company's employees stock grants at a valuation of nearly $20 billion, the Information reported on Saturday, citing a person familiar with an email Musk sent to Twitter staff.The reported valuation is less than half of the $44 billion that Musk paid to acquire the social media platform, pointing to a drop in Twitter's value.Twitter did not immediately respond to a Reuters' emailed request for a comment.Musk said in December that Twitter is on track to be \"roughly cash flow break-even\" in 2023 as top advertisers slashed their spending on the social-media platform after the billionaire' s takeover.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941032309,"gmtCreate":1679817008801,"gmtModify":1679817013029,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941032309","repostId":"2322777791","repostType":2,"repost":{"id":"2322777791","kind":"highlight","pubTimestamp":1679795173,"share":"https://ttm.financial/m/news/2322777791?lang=&edition=fundamental","pubTime":"2023-03-26 09:46","market":"us","language":"en","title":"Nvidia's Stock Is Up Over 80% This Year. Is It a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2322777791","media":"Motley Fool","summary":"Nvidia's stock has become quite expensive.","content":"<html><head></head><body><p>In the past year,<b> Nvidia</b> has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia&#39;s stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022.</p><p>With how much Nvidia&#39;s stock has risen in 2023, many investors may question if they&#39;ve missed the move on Nvidia&#39;s stock or if there is more room to go, as the stock is still down 18% from its high. So let&#39;s look and determine if Nvidia has reached its ceiling.</p><h2>Nvidia still has one primary product</h2><p>Nvidia depends on one thing: graphic processing units (GPUs). After all, these pieces of computational equipment don&#39;t just make visuals in gaming computers; they can be used to process calculations, run data centers, and create powerful artificial intelligence (AI) solutions.</p><p>Historically, Nvidia has been exposed to the ups and downs of the personal computing market. With Nvidia diversifying away into less recession-prone segments like data centers, it levels out the demand cycle. However, Nvidia still derives much revenue from the gaming and cryptocurrency industries (GPUs are utilized to mine cryptocurrency), so Nvidia still feels cyclical effects.</p><p>AI is one area Nvidia believes can deliver increased demand for its products. At both the data center and PC levels, Nvidia offers products that can power AI computations. However, Nvidia&#39;s latest quarter wasn&#39;t the greatest, even with this broad product range.</p><h2>Nvidia&#39;s Q4 wasn&#39;t special</h2><p>During Nvidia&#39;s fourth quarter of fiscal 2023 (ended Jan. 29), revenue fell 21%, mainly because its gaming division fell 46% year over year. Nvidia&#39;s largest segment, data center, only grew 11% over last year and decreased by 6% compared to the third quarter. This is a big concern for a segment that hasn&#39;t historically displayed cyclicality.</p><p>To make matters worse, Nvidia&#39;s first-quarter guidance was relatively weak, with revenue expected to be $6.5 billion, down 22% from last year.</p><p>So why is a stock that is shrinking its revenue up more than 80% this year? In my opinion, the market has gotten way ahead of itself.</p><p>With how much hype AI has experienced over the past quarter, Nvidia has been identified as an obvious winner, which is probably a fair assessment. However, Nvidia hasn&#39;t executed on this hype yet, even though many investors have already bought in.</p><p>Additionally, Nvidia&#39;s earnings are going in the wrong way. Net income fell 53% in Q4, which brings its price-to-earnings (P/E) ratio to an absurd level.</p><p><img src=\"https://static.tigerbbs.com/8023bb72b664060b7a909a20862a37e6\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVDA P/E Ratio data by YCharts.</p><p>Some critics might point out that using a P/E ratio isn&#39;t fair right now because the business is going through a downturn, so earnings won&#39;t be optimized. However, even if you utilize the price-to-sales (P/S) ratio, which gives the stock the benefit of the doubt, it&#39;s basically around the same levels as 2021, which caused the stock to crash in 2022.</p><p><img src=\"https://static.tigerbbs.com/db8a7145cc2cd0fe4a39d4439e7a6503\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVDA P/S Ratio data by YCharts.</p><p>While I&#39;m bullish on Nvidia&#39;s prospects as a company, thanks to its superior GPU technology and exposure to AI, the stock is just too expensive to touch. Trading at 24 times sales makes it expensive for a software stock growing at 50% each year, a ridiculous valuation for a somewhat-cyclical hardware company whose revenue is shrinking.</p><p>I&#39;ll gladly add more if Nvidia&#39;s stock returns to a sane valuation level. But with how the company is executing right now, I think there will be better times to invest in the stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Is Up Over 80% This Year. Is It a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Stock Is Up Over 80% This Year. Is It a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/25/nvidias-stock-is-up-over-80-this-year-is-it-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the past year, Nvidia has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia's stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022....</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/25/nvidias-stock-is-up-over-80-this-year-is-it-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4581":"高盛持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4549":"软银资本持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4548":"巴美列捷福持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4529":"IDC概念","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","SG9999002232.USD":"Allianz Global High Payout USD","BK4528":"SaaS概念","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4023":"应用软件","LU2063271972.USD":"富兰克林创新领域基金","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4567":"ESG概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4587":"ChatGPT概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","NVDA":"英伟达","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","BK4527":"明星科技股","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4543":"AI","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4503":"景林资产持仓"},"source_url":"https://www.fool.com/investing/2023/03/25/nvidias-stock-is-up-over-80-this-year-is-it-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322777791","content_text":"In the past year, Nvidia has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia's stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022.With how much Nvidia's stock has risen in 2023, many investors may question if they've missed the move on Nvidia's stock or if there is more room to go, as the stock is still down 18% from its high. So let's look and determine if Nvidia has reached its ceiling.Nvidia still has one primary productNvidia depends on one thing: graphic processing units (GPUs). After all, these pieces of computational equipment don't just make visuals in gaming computers; they can be used to process calculations, run data centers, and create powerful artificial intelligence (AI) solutions.Historically, Nvidia has been exposed to the ups and downs of the personal computing market. With Nvidia diversifying away into less recession-prone segments like data centers, it levels out the demand cycle. However, Nvidia still derives much revenue from the gaming and cryptocurrency industries (GPUs are utilized to mine cryptocurrency), so Nvidia still feels cyclical effects.AI is one area Nvidia believes can deliver increased demand for its products. At both the data center and PC levels, Nvidia offers products that can power AI computations. However, Nvidia's latest quarter wasn't the greatest, even with this broad product range.Nvidia's Q4 wasn't specialDuring Nvidia's fourth quarter of fiscal 2023 (ended Jan. 29), revenue fell 21%, mainly because its gaming division fell 46% year over year. Nvidia's largest segment, data center, only grew 11% over last year and decreased by 6% compared to the third quarter. This is a big concern for a segment that hasn't historically displayed cyclicality.To make matters worse, Nvidia's first-quarter guidance was relatively weak, with revenue expected to be $6.5 billion, down 22% from last year.So why is a stock that is shrinking its revenue up more than 80% this year? In my opinion, the market has gotten way ahead of itself.With how much hype AI has experienced over the past quarter, Nvidia has been identified as an obvious winner, which is probably a fair assessment. However, Nvidia hasn't executed on this hype yet, even though many investors have already bought in.Additionally, Nvidia's earnings are going in the wrong way. Net income fell 53% in Q4, which brings its price-to-earnings (P/E) ratio to an absurd level.NVDA P/E Ratio data by YCharts.Some critics might point out that using a P/E ratio isn't fair right now because the business is going through a downturn, so earnings won't be optimized. However, even if you utilize the price-to-sales (P/S) ratio, which gives the stock the benefit of the doubt, it's basically around the same levels as 2021, which caused the stock to crash in 2022.NVDA P/S Ratio data by YCharts.While I'm bullish on Nvidia's prospects as a company, thanks to its superior GPU technology and exposure to AI, the stock is just too expensive to touch. Trading at 24 times sales makes it expensive for a software stock growing at 50% each year, a ridiculous valuation for a somewhat-cyclical hardware company whose revenue is shrinking.I'll gladly add more if Nvidia's stock returns to a sane valuation level. But with how the company is executing right now, I think there will be better times to invest in the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943473537,"gmtCreate":1679665520430,"gmtModify":1679665524422,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943473537","repostId":"1157066182","repostType":2,"repost":{"id":"1157066182","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":1679665427,"share":"https://ttm.financial/m/news/1157066182?lang=&edition=fundamental","pubTime":"2023-03-24 21:43","market":"us","language":"en","title":"Gold and Silver Stocks Climbed in Bank Crises","url":"https://stock-news.laohu8.com/highlight/detail?id=1157066182","media":"Tiger Newspress","summary":"Gold and silver stocks climbed in bank crises. US Gold and Pan American Silver rose 2% in morning tr","content":"<html><head></head><body><p>Gold and silver stocks climbed in bank crises. US Gold and Pan American Silver rose 2% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/00ef530c9ee963229766ba67929d746c\" tg-width=\"399\" tg-height=\"725\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/829825eb05d2590cdcb924483b443822\" tg-width=\"416\" tg-height=\"333\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gold and Silver Stocks Climbed in Bank Crises</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\">\nGold and Silver Stocks Climbed in Bank Crises\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\">2023-03-24 21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Gold and silver stocks climbed in bank crises. US Gold and Pan American Silver rose 2% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/00ef530c9ee963229766ba67929d746c\" tg-width=\"399\" tg-height=\"725\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/829825eb05d2590cdcb924483b443822\" tg-width=\"416\" tg-height=\"333\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PAAS":"泛美白银","USAU":"美国黄金公司","AU":"AngloGold Ashanti Ltd ADS","GFI":"金田","HMY":"哈莫尼黄金"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157066182","content_text":"Gold and silver stocks climbed in bank crises. US Gold and Pan American Silver rose 2% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":277256998404160,"gmtCreate":1708715705996,"gmtModify":1708715708617,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277256998404160","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958007802,"gmtCreate":1673576300006,"gmtModify":1676538858833,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"❤️","listText":"❤️","text":"❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958007802","repostId":"1149259988","repostType":2,"repost":{"id":"1149259988","kind":"news","pubTimestamp":1673575178,"share":"https://ttm.financial/m/news/1149259988?lang=&edition=fundamental","pubTime":"2023-01-13 09:59","market":"sg","language":"en","title":"4 Reliable Singapore Dividend Stocks That Can Boost Your CPF Account’s Returns","url":"https://stock-news.laohu8.com/highlight/detail?id=1149259988","media":"The Smart Investor","summary":"The Central Provident Fund (CPF) is an excellent way for you to save up for yourretirement.What’s more, funds parked inside the CPF Ordinary Account (OA) earn a near risk-free rate of 2.5%.Over time, ","content":"<html><head></head><body><p>The Central Provident Fund (CPF) is an excellent way for you to save up for your retirement.</p><p>What’s more, funds parked inside the CPF Ordinary Account (OA) earn a near risk-free rate of 2.5%.</p><p>Over time, regular contributions to the OA along with the accrued interest will leave you with an attractive nest egg for your golden years.</p><p>But did you know that the funds within the OA can be invested in a wide range of investment products such as unit trusts, equities, and Singapore Treasury Bills?</p><p>You can choose to allocate some of your CPF OA funds to dividend stocks that pay a higher yield than the current 2.5%.</p><p>Here are four reliable dividend stocks that can help to boost your CPA OA’s returns.</p><p><b>United Overseas Bank Ltd (SGX: U11)</b></p><p>United Overseas Bank Ltd, or UOB, is one of the three big local banks.</p><p>The lender reported a sparklingset of earningsfor its fiscal 2022’s third quarter.</p><p>Buoyed by higher interest rates, the bank chalked up a higher net interest margin (NIM) of 1.95% for the quarter, up from 1.55% in the same period last year.</p><p>Total income surged because of the higher NIM, leading to a 34% year on year jump in the bank’s net profit to S$1.4 billion.</p><p>The group paid out a trailing 12-month dividend of S$1.20, translating into a trailing dividend yield of 4% on the bank’s shares.</p><p>There could be further upside to UOB’s earnings and dividends.</p><p>The US Federal Reserve is committed to increasing interest rates further this year to tame inflation.</p><p>If rates do go higher, the bank can then enjoy improved NIMs and also report higher profits in the quarters to come.</p><p><b>Sheng Siong Group Ltd (SGX: OV8)</b></p><p>Sheng Siong is one of Singapore’s largest supermarket chains with 66 outlets spread out across the island, mostly in heartland areas.</p><p>The retailer has proven resilient during downturns as it sells a wide variety of necessities and essential household items along with fresh foods.</p><p>These items should continue to enjoy consistent demand even during a recession.</p><p>The group reported a sturdy set of earnings for the first nine months of this year (9M2022).</p><p>Revenue dipped 1.9% year on year to S$1 billion but net profit remained flat year on year at S$100 million.</p><p>Free cash flow generated for 9M2022 remained healthy at S$104.2 million.</p><p>Sheng Siong paid out a trailing 12-month dividend of S$0.0625, with its shares yielding 3.7%.</p><p>Looking ahead, the group seeks to increase its network of stores in Singapore where it does not have a presence.</p><p>It recently signed a lease agreement to open its fifth store in Kunming, China, to be operational by the second quarter of this year.</p><p><b>ComfortDelGro Corporation Limited (SGX: C52)</b></p><p>ComfortDelGro, or CDG, is one of the world’s largest land transport companies with a fleet of 34,000 taxis, buses and rental vehicles with operations in seven countries.</p><p>The group reported a respectable set of earnings for 9M2022 with revenue rising 7.9% year on year to S$2.8 billion.</p><p>Net profit jumped 31% year on year to S$153 million as economies reopened and with more countries opening up for travel.</p><p>CDG paid out an interim dividend of S$0.0285 and a special dividend of S$0.0141 from the sale of a UK property.</p><p>Together with the final dividend of S$0.021 paid last year, CDG’s trailing 12-month dividend stands at S$0.0636, giving its shares a trailing dividend yield of 5.2%.</p><p>If the special dividend was excluded, the dividend yield comes in at a still-respectable 4%.</p><p>The group has been busy in recent months.</p><p>In November, it clinched three Sydney metropolitan bus tenders worth A$1.7 billion.</p><p>And just this week, CDG announced a US$4 million investment into a teleoperation software company to strengthen its autonomous vehicle capabilities.</p><p><b>Keppel Corporation (SGX: BN4)</b></p><p>Keppel Corporation is a blue-chip conglomerate with four core divisions – energy and environment, urban development, connectivity, and asset management.</p><p>For 9M2022, the group reported a 24% year on year jump in revenue to S$6.8 billion.</p><p>9M2022 net profit also improved year on year, contributed by strong performances from Energy and Environment and Asset Management divisions.</p><p>Keppel also announced that asset monetisation has approached S$4.4 billion and is on track to exceed its target of S$5 billion by the end of this year.</p><p>The group declared and paid out an interim dividend of S$0.15, a 25% year on year increase, as net profit for 1H2022 surged by 66% year on year.</p><p>Coupled with Keppel’s final dividend of S$0.21 for FY2021, the trailing 12-month dividend stood at S$0.36, giving its shares a trailing dividend yield of 5%.</p></body></html>","source":"lsy1602567310727","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>4 Reliable Singapore Dividend Stocks That Can Boost Your CPF Account’s Returns</title>\n<style 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}\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\">\n4 Reliable Singapore Dividend Stocks That Can Boost Your CPF Account’s Returns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-13 09:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-reliable-singapore-dividend-stocks-that-can-boost-your-cpf-accounts-returns/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Central Provident Fund (CPF) is an excellent way for you to save up for your retirement.What’s more, funds parked inside the CPF Ordinary Account (OA) earn a near risk-free rate of 2.5%.Over time,...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-reliable-singapore-dividend-stocks-that-can-boost-your-cpf-accounts-returns/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司","C52.SI":"康福德高企业","OV8.SI":"昇菘","U11.SI":"大华银行"},"source_url":"https://thesmartinvestor.com.sg/4-reliable-singapore-dividend-stocks-that-can-boost-your-cpf-accounts-returns/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149259988","content_text":"The Central Provident Fund (CPF) is an excellent way for you to save up for your retirement.What’s more, funds parked inside the CPF Ordinary Account (OA) earn a near risk-free rate of 2.5%.Over time, regular contributions to the OA along with the accrued interest will leave you with an attractive nest egg for your golden years.But did you know that the funds within the OA can be invested in a wide range of investment products such as unit trusts, equities, and Singapore Treasury Bills?You can choose to allocate some of your CPF OA funds to dividend stocks that pay a higher yield than the current 2.5%.Here are four reliable dividend stocks that can help to boost your CPA OA’s returns.United Overseas Bank Ltd (SGX: U11)United Overseas Bank Ltd, or UOB, is one of the three big local banks.The lender reported a sparklingset of earningsfor its fiscal 2022’s third quarter.Buoyed by higher interest rates, the bank chalked up a higher net interest margin (NIM) of 1.95% for the quarter, up from 1.55% in the same period last year.Total income surged because of the higher NIM, leading to a 34% year on year jump in the bank’s net profit to S$1.4 billion.The group paid out a trailing 12-month dividend of S$1.20, translating into a trailing dividend yield of 4% on the bank’s shares.There could be further upside to UOB’s earnings and dividends.The US Federal Reserve is committed to increasing interest rates further this year to tame inflation.If rates do go higher, the bank can then enjoy improved NIMs and also report higher profits in the quarters to come.Sheng Siong Group Ltd (SGX: OV8)Sheng Siong is one of Singapore’s largest supermarket chains with 66 outlets spread out across the island, mostly in heartland areas.The retailer has proven resilient during downturns as it sells a wide variety of necessities and essential household items along with fresh foods.These items should continue to enjoy consistent demand even during a recession.The group reported a sturdy set of earnings for the first nine months of this year (9M2022).Revenue dipped 1.9% year on year to S$1 billion but net profit remained flat year on year at S$100 million.Free cash flow generated for 9M2022 remained healthy at S$104.2 million.Sheng Siong paid out a trailing 12-month dividend of S$0.0625, with its shares yielding 3.7%.Looking ahead, the group seeks to increase its network of stores in Singapore where it does not have a presence.It recently signed a lease agreement to open its fifth store in Kunming, China, to be operational by the second quarter of this year.ComfortDelGro Corporation Limited (SGX: C52)ComfortDelGro, or CDG, is one of the world’s largest land transport companies with a fleet of 34,000 taxis, buses and rental vehicles with operations in seven countries.The group reported a respectable set of earnings for 9M2022 with revenue rising 7.9% year on year to S$2.8 billion.Net profit jumped 31% year on year to S$153 million as economies reopened and with more countries opening up for travel.CDG paid out an interim dividend of S$0.0285 and a special dividend of S$0.0141 from the sale of a UK property.Together with the final dividend of S$0.021 paid last year, CDG’s trailing 12-month dividend stands at S$0.0636, giving its shares a trailing dividend yield of 5.2%.If the special dividend was excluded, the dividend yield comes in at a still-respectable 4%.The group has been busy in recent months.In November, it clinched three Sydney metropolitan bus tenders worth A$1.7 billion.And just this week, CDG announced a US$4 million investment into a teleoperation software company to strengthen its autonomous vehicle capabilities.Keppel Corporation (SGX: BN4)Keppel Corporation is a blue-chip conglomerate with four core divisions – energy and environment, urban development, connectivity, and asset management.For 9M2022, the group reported a 24% year on year jump in revenue to S$6.8 billion.9M2022 net profit also improved year on year, contributed by strong performances from Energy and Environment and Asset Management divisions.Keppel also announced that asset monetisation has approached S$4.4 billion and is on track to exceed its target of S$5 billion by the end of this year.The group declared and paid out an interim dividend of S$0.15, a 25% year on year increase, as net profit for 1H2022 surged by 66% year on year.Coupled with Keppel’s final dividend of S$0.21 for FY2021, the trailing 12-month dividend stood at S$0.36, giving its shares a trailing dividend yield of 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270945140179136,"gmtCreate":1707186657731,"gmtModify":1707186662076,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270945140179136","repostId":"2409360459","repostType":2,"repost":{"id":"2409360459","kind":"highlight","pubTimestamp":1707185978,"share":"https://ttm.financial/m/news/2409360459?lang=&edition=fundamental","pubTime":"2024-02-06 10:19","market":"us","language":"en","title":"Mizuho Says Bitcoin ETF Could Be Emerging As \"Double Whammy\" for Coinbase","url":"https://stock-news.laohu8.com/highlight/detail?id=2409360459","media":"StreetInsider","summary":"In a note to clients Monday, Mizuho's Dan Dolev maintained an Underperform rating and $60 price target on Coinbase , questioning whether the Bitcoin ETF is emerging as a double whammy for the cryptocurrency exchange.\"The big hope for Coinbase heading into 2024 was that more Bitcoin ETF AUM would drive increased spot trading,\" said Dolev.However, he explained that, in contrast, \"outflows from ETFs where Coinbase is the custodian exceed inflows .\"In addition, he noted that \"spot volumes on Coinbase have abated following the initial excitement surrounding the ETF launch .\"Due to the large discrepancy between retail trading fees and what Mizuho believes Coinbase earns for ETF custody, they expected the launch of the ETFs to put additional downward pressure on industry pricing. Dolev said that this moment appears to be nearing with the recent pricing changes at Coinbase.By Sam Boughedda","content":"<html><head></head><body><p>In a note to clients Monday, Mizuho&#39;s Dan Dolev maintained an Underperform rating and $60 price target on <a href=\"https://laohu8.com/S/COIN\">Coinbase</a>, questioning whether the Bitcoin ETF is emerging as a double whammy for the cryptocurrency exchange.</p><p>Coinbase stock falls more than 9% on Monday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/567fe07b221a32f9e6ade4f28047faed\" tg-width=\"796\" tg-height=\"630\"/></p><p>&#34;The big hope for Coinbase heading into 2024 was that more Bitcoin ETF AUM would drive increased spot trading,&#34; said Dolev.</p><p>However, he explained that, in contrast, &#34;outflows from ETFs where Coinbase is the custodian exceed inflows (i.e. -$6bn outflows from GBTC since January 11th vs. +$4.9bn estimated inflows to other seven ETFs that Coinbase custodies).&#34;</p><p>In addition, he noted that &#34;spot volumes on Coinbase have abated following the initial excitement surrounding the ETF launch (i.e. $1.9bn ADTV since January 13th vs. $2.5bn in the 30 days leading up to the launch).&#34;</p><p>Due to the large discrepancy between retail trading fees and what Mizuho believes Coinbase earns for ETF custody, they expected the launch of the ETFs to put additional downward pressure on industry pricing. Dolev said that this moment appears to be nearing with the recent pricing changes at Coinbase.</p><p></p></body></html>","source":"highlight_streetinsider","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>Mizuho Says Bitcoin ETF Could Be Emerging As \"Double Whammy\" for Coinbase</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\">\nMizuho Says Bitcoin ETF Could Be Emerging As \"Double Whammy\" for Coinbase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-06 10:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=22720919><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a note to clients Monday, Mizuho's Dan Dolev maintained an Underperform rating and $60 price target on Coinbase, questioning whether the Bitcoin ETF is emerging as a double whammy for the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=22720919\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4207":"综合性银行","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","COIN":"Coinbase Global, Inc.","BK4585":"ETF&股票定投概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4594":"比特币ETF概念","BK4550":"红杉资本持仓","BK4588":"碎股","BK4539":"次新股","BK4595":"比特币概念","BK4554":"元宇宙及AR概念","BK4112":"金融交易所和数据"},"source_url":"https://www.streetinsider.com/dr/news.php?id=22720919","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409360459","content_text":"In a note to clients Monday, Mizuho's Dan Dolev maintained an Underperform rating and $60 price target on Coinbase, questioning whether the Bitcoin ETF is emerging as a double whammy for the cryptocurrency exchange.Coinbase stock falls more than 9% on Monday.\"The big hope for Coinbase heading into 2024 was that more Bitcoin ETF AUM would drive increased spot trading,\" said Dolev.However, he explained that, in contrast, \"outflows from ETFs where Coinbase is the custodian exceed inflows (i.e. -$6bn outflows from GBTC since January 11th vs. +$4.9bn estimated inflows to other seven ETFs that Coinbase custodies).\"In addition, he noted that \"spot volumes on Coinbase have abated following the initial excitement surrounding the ETF launch (i.e. $1.9bn ADTV since January 13th vs. $2.5bn in the 30 days leading up to the launch).\"Due to the large discrepancy between retail trading fees and what Mizuho believes Coinbase earns for ETF custody, they expected the launch of the ETFs to put additional downward pressure on industry pricing. Dolev said that this moment appears to be nearing with the recent pricing changes at Coinbase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268933765124152,"gmtCreate":1706692171593,"gmtModify":1706692175721,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268933765124152","repostId":"1126337501","repostType":2,"repost":{"id":"1126337501","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":1706711647,"share":"https://ttm.financial/m/news/1126337501?lang=&edition=fundamental","pubTime":"2024-01-31 22:34","market":"us","language":"en","title":"AMD Stock Drops 4% on Weak Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1126337501","media":"Tiger Newspress","summary":"AMD stock sank 6.5% in premarket trading Wednesday after the chip maker gave a disappointing revenue forecast for its March quarter.The chip maker reported fourth-quarter adjusted earnings per share of 77 cents, in line with Wall Street’s consensus estimate of 77 cents, according to FactSet. Revenue came in at $6.2 billion, which was above analysts’ expectations of $6.13 billion.But AMD said that first quarter revenue would be “approximately $5.4 billion, plus or minus $300 million.” Wall Street","content":"<html><head></head><body><p>AMD stock dropped 4.1% in premarket trading Wednesday after the chip maker gave a disappointing revenue forecast for its March quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb45cbaff669081b1ff6f2fc6d1efe8\" tg-width=\"840\" tg-height=\"621\"/></p><p>The chip maker reported fourth-quarter adjusted earnings per share of 77 cents, in line with Wall Street’s consensus estimate of 77 cents, according to FactSet. Revenue came in at $6.2 billion, which was above analysts’ expectations of $6.13 billion.</p><p>But AMD said that first quarter revenue would be “approximately $5.4 billion, plus or minus $300 million.” Wall Street had estimated revenue of $5.73 billion for the quarter.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Stock Drops 4% on Weak Outlook</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\">\nAMD Stock Drops 4% on Weak Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-01-31 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AMD stock dropped 4.1% in premarket trading Wednesday after the chip maker gave a disappointing revenue forecast for its March quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb45cbaff669081b1ff6f2fc6d1efe8\" tg-width=\"840\" tg-height=\"621\"/></p><p>The chip maker reported fourth-quarter adjusted earnings per share of 77 cents, in line with Wall Street’s consensus estimate of 77 cents, according to FactSet. Revenue came in at $6.2 billion, which was above analysts’ expectations of $6.13 billion.</p><p>But AMD said that first quarter revenue would be “approximately $5.4 billion, plus or minus $300 million.” Wall Street had estimated revenue of $5.73 billion for the quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126337501","content_text":"AMD stock dropped 4.1% in premarket trading Wednesday after the chip maker gave a disappointing revenue forecast for its March quarter.The chip maker reported fourth-quarter adjusted earnings per share of 77 cents, in line with Wall Street’s consensus estimate of 77 cents, according to FactSet. Revenue came in at $6.2 billion, which was above analysts’ expectations of $6.13 billion.But AMD said that first quarter revenue would be “approximately $5.4 billion, plus or minus $300 million.” Wall Street had estimated revenue of $5.73 billion for the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268933764341816,"gmtCreate":1706692171402,"gmtModify":1706692175734,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268933764341816","repostId":"1126337501","repostType":2,"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264712890990728,"gmtCreate":1705651365124,"gmtModify":1705651368050,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> I vote bearish for the near term but long term should prove to be bullish","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> I vote bearish for the near term but long term should prove to be bullish","text":"$Tesla Motors(TSLA)$ I vote bearish for the near term but long term should prove to be bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264712890990728","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}