Veldora personal page - To The Moon

Veldora

Veldora

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2023-04-07

Happy Good Friday! [默哀]

2023-04-05

Gameplay everyday until 🐣

2023-04-04

New event starting and chance to win.

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2022-12-02

$AMC Entertainment(AMC)$

2022-12-01

$XPeng Inc.(XPEV)$

2022-11-24

[Smile]

Open Sesame - Alibaba, Buy The Bottom

2022-10-05

$Apple(AAPL)$A definitely buy on every dip

2022-09-29

As per it is.

Tesla, BBBY, Micron, Nike And More: U.S. Stocks To Watch

2022-09-28

$XPeng Inc.(XPEV)$Weakness. wait for good news

2022-09-27

$AMC Entertainment(AMC)$Market is oversold but no recovery soon.

2022-09-26

$Tiger Brokers(TIGR)$Market will continue to fall following next hike[Spurting]

2022-09-22

$Amazon.com(AMZN)$Never sell on good company[Victory]

2022-09-22

The bear wipe out the gain.[LOL]

The SPY Game - Or How I Stopped Worrying And Learned To Look Up

2022-09-20

$Moderna, Inc.(MRNA)$Unless another deadly variant hit![Helpless]

2022-09-19

$Coinbase Global, Inc.(COIN)$Fed crash the economy[Anger]

2022-09-16

$Amazon.com(AMZN)$buy on dip. Still doing 💪 [Miser]

2022-09-13

$Amazon.com(AMZN)$They are still more growth [666]

2022-09-12

$Tesla Motors(TSLA)$volatility create more rewards.[Cool]

2022-09-12

$Coinbase Global, Inc.(COIN)$still seeing growth despite the volatility. [Cool]

2022-09-10

She will never be forget for all her work and will always be in the heart of commonwealth.[Cry]

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[默哀]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946385546","isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948625010,"gmtCreate":1680702564530,"gmtModify":1680702568972,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"Gameplay everyday until 🐣&nbsp;","listText":"Gameplay everyday until 🐣&nbsp;","text":"Gameplay everyday until 🐣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948625010","isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948031914,"gmtCreate":1680608383638,"gmtModify":1680608386598,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"New event&nbsp;starting and chance to win.&nbsp;","listText":"New event&nbsp;starting and chance to win.&nbsp;","text":"New event starting and chance to win.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948031914","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965171820,"gmtCreate":1669924514261,"gmtModify":1676538270330,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$AMC Entertainment(AMC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965171820","isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962455105,"gmtCreate":1669828003807,"gmtModify":1676538252398,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$XPeng Inc.(XPEV)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962455105","isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968499629,"gmtCreate":1669275810262,"gmtModify":1676538177787,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9968499629","repostId":"2285840582","repostType":4,"repost":{"id":"2285840582","kind":"highlight","pubTimestamp":1669294277,"share":"https://ttm.financial/m/news/2285840582?lang=&edition=full_marsco","pubTime":"2022-11-24 20:51","market":"us","language":"en","title":"Open Sesame - Alibaba, Buy The Bottom","url":"https://stock-news.laohu8.com/highlight/detail?id=2285840582","media":"Seeking Alpha","summary":"SummaryAlibaba stock is down around 61% over the past five years. We believe the pullback creates an","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba stock is down around 61% over the past five years. We believe the pullback creates an attractive entry point to invest in the company at a discount.</li><li>We expect continuing COVID-19 lockdowns and weaker consumer spending in China to pressure the stock&#39;s main source of revenue, China e-commerce.</li><li>We&#39;re constructive on Alibaba as we believe the company&#39;s higher-spending consumers will make the stock more resilient even when total buyer numbers decline.</li><li>We like Alibaba&#39;s position in the cloud market, specifically with the Alibaba Cloud growing 4% Y/Y despite macroeconomic headwinds.</li><li>The stock is cheap, trading at 1.2x C2024 on a P/E basis compared to the peer group average of 17.7x. We recommend investors buy the pullback.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02bc619e12091d82a2c307028adf3dd8\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>maybefalse</span></p><p>Alibaba (NYSE:BABA) stock popped around 8% after reporting 2Q23 earnings, despite missing revenue expectations. The Chinese tech and e-commerce giant has had its roughest year since going public, facing pressures from COVID-19 lockdowns, weakening consumer spending, and macroeconomic headwinds. Still, the company stays afloat. Our bullish sentiment on the stock is based on our belief that the worst of the macroeconomic headwinds and lockdown restrictions have been priced in, leaving the company&#39;s valuation too attractive to ignore.</p><p>We recommend investors buy the stock pullback because we believe Alibaba&#39;s core fundamentals remain intact. We expect the company to recover and grow meaningfully in CY2023 on the back of Alibaba Cloud and easing lockdown restrictions in China.</p><h2>Headwinds are priced in, for the most part</h2><p>Alibaba has been under significant pressure in its money-making department: China E-commerce. While Alibaba has expanded its business to integrate tech, the company remains a retailer at heart. The devaluation of the yuan currency, alongside the global weakening consumer spending, took a bite out of Alibaba&#39;s revenue this past quarter. Alibaba reported revenue of $29B, achieving a 3% Y/Y growth but falling short of expectations by $490M. Despite the 2Q23 earnings report, we believe Alibaba is well-positioned to grow in the e-commerce business in the long run. We believe Alibaba&#39;s customer base is more resilient than the market is giving it credit for. While 2Q23 reported a decline in the number of total buyers, we believe the company&#39;s Business-to-Business (B2B) model provides Alibaba with high-spending customers that will support sales even during market downtrends. We believe the company is trading cheaply for its position in the e-commerce market in China- with over 60% of the market share in 2021. We believe most of the weak consumer spending and lockdown restriction headwinds have been priced into the stock.</p><p>The following graph outlines Alibaba&#39;s annual revenue distribution between 2018-2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3a7e4a20c30cfd12317dd986703610e\" tg-width=\"640\" tg-height=\"410\" referrerpolicy=\"no-referrer\"/><span>Statista</span></p><p>The stock has taken a hit- but we expect e-commerce to recover when 1) global consumer spending picks up and 2) as China eases the COVID-19 lockdown restrictions. The latter has already taken effect with China announcing restrictions are being lifted- despite China reporting that 25,353 individuals tested positive for COVID-19 on Friday. We expect China&#39;s &#39;Zero-COVID&#39; policies to remain uncertain towards the end of the year, but we believe the government is taking measures to fine-tune the restrictions so they do not disrupt business and daily life. We&#39;re more constructive on Alibaba&#39;s e-commerce business going forward and believe the stock&#39;s valuation is too attractive to ignore.</p><h2>Alibaba Cloud is the third-largest cloud provider</h2><p>Alibaba Cloud was the company&#39;s second revenue driver in its 2Q23 earnings report, growing 4% Y/Y. Alibaba is expanding its position as a cloud provider investing $1B in a &#34;global partner ecosystem upgrade.&#34; The Chinese Cloud provider is now the world&#39;s third-largest cloud provider after competitors Amazon (AMZN) and Microsoft (MSFT), with a worldwide market share of 9.5% in 2021, according to Gartner.</p><p>The following graph outlines Alibaba&#39;s position among the top cloud providers globally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85ba0ee67a5d0c119ce1ba60a6ae1418\" tg-width=\"640\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/><span>Gartner</span></p><p>We like Alibaba&#39;s position in the cloud market forecasted to grow at a CAGR of 19.9% between 2022-2029. We expect Alibaba cloud to be at the core of advancing China&#39;s digitalization and expect the stock to benefit from the upward trend in the cloud market. The company&#39;s cloud business is already growing significantly.</p><p>The following graph outlines Alibaba Cloud&#39;s growth between 2018-2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d27f0a0d647b3a6e49fac3e0ea1c8c1\" tg-width=\"640\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/><span>Statista</span></p><h2>Stock Performance</h2><p>Alibaba stock is down around 63% over the past five years. YTD, the stock is down almost 35%. YTD, Alibaba is down alongside most of its peer group, with JD.com (JD)(HKG: 9618) dropping nearly 25%, Microsoft (MSFT) almost 28%, and Amazon (AMZN) around 56%. Our bullish thesis on the stock is based on our belief that the stock pullback creates an attractive entry point to invest in the company&#39;s 2023 growth.</p><p>The following graphs outline the company&#39;s stock performance over the past five years and YTD compared to the competition.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1df29074c370c73c90aa13754615bbf9\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>TechStockPros</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c524fe2940d3773117071febcbe01555\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>TechStockPros</span></p><h2>Valuation</h2><p>Alibaba is exceptionally cheap, trading at 1.2x C2024 on a P/E basis EPS $66.17 compared to the peer group average of 17.7x. The stock is trading at 0.2x EV/C2024 Sales versus 4.0x. Alibaba&#39;s valuation is central to our buy thesis. The stock is down around 44% from its 52-week high of $139, and we believe the company provides an attractive entry point into a major retail and tech company.</p><p>The following table outlines BABA&#39;s valuation compared to the peer group.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/356b527cff5c21506a4647e5929ac280\" tg-width=\"640\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/><span>TechStockPros</span></p><h2>Word on Wall Street</h2><p>Wall Street is overwhelmingly buy-rated on the stock. Of 47 analysts covering the stock, 41 are buy-rated, five are hold-rated, and the remaining are sell-rated. The stock is trading at $78. The median and mean price targets are set at $136 and $134, respectively, with a major potential upside of 72-74%.</p><p>The following table outlines BABA&#39;s sell-side ratings and price targets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6757746d14d7da37ac3ddb3f61a19fc\" tg-width=\"544\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/><span>TechStockPros</span></p><h2>What to do with the stock</h2><p>Alibaba stock dropped 75% from its high of $317.14 in October 2020. We believe the stock provides an attractive entry point into one of the world&#39;s largest e-commerce and cloud providers at a discount. We expect Alibaba to grow on two fronts: cloud and e-commerce. We believe Alibaba Cloud will benefit from the global shift to the cloud. We&#39;re also constructive on the company&#39;s e-commerce business once consumer weakness and lockdown restrictions in China ease. We recommend investors buy the stock before it rallies.</p><p><i>This article is written by Tech Stock Pros for reference only. Please note the risks.</i></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>Open Sesame - Alibaba, Buy The Bottom</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\">\nOpen Sesame - Alibaba, Buy The Bottom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-24 20:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560094-alibaba-stock-buy-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba stock is down around 61% over the past five years. We believe the pullback creates an attractive entry point to invest in the company at a discount.We expect continuing COVID-19 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560094-alibaba-stock-buy-bottom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4560094-alibaba-stock-buy-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285840582","content_text":"SummaryAlibaba stock is down around 61% over the past five years. We believe the pullback creates an attractive entry point to invest in the company at a discount.We expect continuing COVID-19 lockdowns and weaker consumer spending in China to pressure the stock's main source of revenue, China e-commerce.We're constructive on Alibaba as we believe the company's higher-spending consumers will make the stock more resilient even when total buyer numbers decline.We like Alibaba's position in the cloud market, specifically with the Alibaba Cloud growing 4% Y/Y despite macroeconomic headwinds.The stock is cheap, trading at 1.2x C2024 on a P/E basis compared to the peer group average of 17.7x. We recommend investors buy the pullback.maybefalseAlibaba (NYSE:BABA) stock popped around 8% after reporting 2Q23 earnings, despite missing revenue expectations. The Chinese tech and e-commerce giant has had its roughest year since going public, facing pressures from COVID-19 lockdowns, weakening consumer spending, and macroeconomic headwinds. Still, the company stays afloat. Our bullish sentiment on the stock is based on our belief that the worst of the macroeconomic headwinds and lockdown restrictions have been priced in, leaving the company's valuation too attractive to ignore.We recommend investors buy the stock pullback because we believe Alibaba's core fundamentals remain intact. We expect the company to recover and grow meaningfully in CY2023 on the back of Alibaba Cloud and easing lockdown restrictions in China.Headwinds are priced in, for the most partAlibaba has been under significant pressure in its money-making department: China E-commerce. While Alibaba has expanded its business to integrate tech, the company remains a retailer at heart. The devaluation of the yuan currency, alongside the global weakening consumer spending, took a bite out of Alibaba's revenue this past quarter. Alibaba reported revenue of $29B, achieving a 3% Y/Y growth but falling short of expectations by $490M. Despite the 2Q23 earnings report, we believe Alibaba is well-positioned to grow in the e-commerce business in the long run. We believe Alibaba's customer base is more resilient than the market is giving it credit for. While 2Q23 reported a decline in the number of total buyers, we believe the company's Business-to-Business (B2B) model provides Alibaba with high-spending customers that will support sales even during market downtrends. We believe the company is trading cheaply for its position in the e-commerce market in China- with over 60% of the market share in 2021. We believe most of the weak consumer spending and lockdown restriction headwinds have been priced into the stock.The following graph outlines Alibaba's annual revenue distribution between 2018-2022.StatistaThe stock has taken a hit- but we expect e-commerce to recover when 1) global consumer spending picks up and 2) as China eases the COVID-19 lockdown restrictions. The latter has already taken effect with China announcing restrictions are being lifted- despite China reporting that 25,353 individuals tested positive for COVID-19 on Friday. We expect China's 'Zero-COVID' policies to remain uncertain towards the end of the year, but we believe the government is taking measures to fine-tune the restrictions so they do not disrupt business and daily life. We're more constructive on Alibaba's e-commerce business going forward and believe the stock's valuation is too attractive to ignore.Alibaba Cloud is the third-largest cloud providerAlibaba Cloud was the company's second revenue driver in its 2Q23 earnings report, growing 4% Y/Y. Alibaba is expanding its position as a cloud provider investing $1B in a \"global partner ecosystem upgrade.\" The Chinese Cloud provider is now the world's third-largest cloud provider after competitors Amazon (AMZN) and Microsoft (MSFT), with a worldwide market share of 9.5% in 2021, according to Gartner.The following graph outlines Alibaba's position among the top cloud providers globally.GartnerWe like Alibaba's position in the cloud market forecasted to grow at a CAGR of 19.9% between 2022-2029. We expect Alibaba cloud to be at the core of advancing China's digitalization and expect the stock to benefit from the upward trend in the cloud market. The company's cloud business is already growing significantly.The following graph outlines Alibaba Cloud's growth between 2018-2022.StatistaStock PerformanceAlibaba stock is down around 63% over the past five years. YTD, the stock is down almost 35%. YTD, Alibaba is down alongside most of its peer group, with JD.com (JD)(HKG: 9618) dropping nearly 25%, Microsoft (MSFT) almost 28%, and Amazon (AMZN) around 56%. Our bullish thesis on the stock is based on our belief that the stock pullback creates an attractive entry point to invest in the company's 2023 growth.The following graphs outline the company's stock performance over the past five years and YTD compared to the competition.TechStockProsTechStockProsValuationAlibaba is exceptionally cheap, trading at 1.2x C2024 on a P/E basis EPS $66.17 compared to the peer group average of 17.7x. The stock is trading at 0.2x EV/C2024 Sales versus 4.0x. Alibaba's valuation is central to our buy thesis. The stock is down around 44% from its 52-week high of $139, and we believe the company provides an attractive entry point into a major retail and tech company.The following table outlines BABA's valuation compared to the peer group.TechStockProsWord on Wall StreetWall Street is overwhelmingly buy-rated on the stock. Of 47 analysts covering the stock, 41 are buy-rated, five are hold-rated, and the remaining are sell-rated. The stock is trading at $78. The median and mean price targets are set at $136 and $134, respectively, with a major potential upside of 72-74%.The following table outlines BABA's sell-side ratings and price targets.TechStockProsWhat to do with the stockAlibaba stock dropped 75% from its high of $317.14 in October 2020. We believe the stock provides an attractive entry point into one of the world's largest e-commerce and cloud providers at a discount. We expect Alibaba to grow on two fronts: cloud and e-commerce. We believe Alibaba Cloud will benefit from the global shift to the cloud. We're also constructive on the company's e-commerce business once consumer weakness and lockdown restrictions in China ease. We recommend investors buy the stock before it rallies.This article is written by Tech Stock Pros for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915320053,"gmtCreate":1664963598073,"gmtModify":1676537536418,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>A definitely buy on every dip","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>A definitely buy on every dip","text":"$Apple(AAPL)$A definitely buy on every dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915320053","isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918472602,"gmtCreate":1664444365606,"gmtModify":1676537456736,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"As per it is.","listText":"As per it is.","text":"As per it is.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9918472602","repostId":"1125716673","repostType":4,"repost":{"id":"1125716673","kind":"news","pubTimestamp":1664441884,"share":"https://ttm.financial/m/news/1125716673?lang=&edition=full_marsco","pubTime":"2022-09-29 16:58","market":"us","language":"en","title":"Tesla, BBBY, Micron, Nike And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1125716673","media":"Benzinga","summary":"With US stock futures trading lower this morning on Thursday, some of the stocks that may grab inves","content":"<html><head></head><body><p>With US stock futures trading lower this morning on Thursday, some of the stocks that may grab investor focus today are as follows:</p><ul><li><b>BBBY</b> has scheduled an earnings report and conference call for Sept. 29. Stocks slid over 3% in premarket trading.</li></ul><ul><li>Wall Street expects <b>CarMax, Inc.</b> to report quarterly earnings at $1.42 per share on revenue of $8.57 billion before the opening bell. CarMax shares fell 0.2% to $86.24 in after-hours trading.</li><li><b>Vail Resorts, Inc.</b> reported a narrower-than-expected loss for its fourth quarter, while sales topped estimates. Vail Resorts shares rose 4% to $218.75 in after-hours trading.</li><li>Analysts are expecting <b>NIKE, Inc.</b> to have earned $0.92 per share on revenue of $12.27 billion for the latest quarter. The company will release earnings after the markets close. NIKE shares slipped 1.2% to $97.56 in pre-market trading.</li></ul><ul><li><b>Tesla Inc.</b> added Airbnb co-founder Joe Gebbia to its Board of Directors with effect from September 25. Tesla shares fell 1.9% to $282.39 in pre-market trading.</li><li>Analysts expect <b>Micron Technology, Inc.</b> to post quarterly earnings at $1.30 per share on revenue of $6.68 billion before the opening bell. Micron shares fell 1.8% to $50.08 in pre-market trading.</li></ul></body></html>","source":"lsy1606299360108","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>Tesla, BBBY, Micron, Nike And More: U.S. Stocks To Watch</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\">\nTesla, BBBY, Micron, Nike And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-29 16:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/09/29068709/tesla-nike-and-3-stocks-to-watch-heading-into-thursday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading lower this morning on Thursday, some of the stocks that may grab investor focus today are as follows:BBBY has scheduled an earnings report and conference call for Sept. ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/09/29068709/tesla-nike-and-3-stocks-to-watch-heading-into-thursday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KMX":"车美仕","MU":"美光科技","NKE":"耐克","TSLA":"特斯拉","MTN":"Vail Resorts Inc","BBBY":"3B家居"},"source_url":"https://www.benzinga.com/news/earnings/22/09/29068709/tesla-nike-and-3-stocks-to-watch-heading-into-thursday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125716673","content_text":"With US stock futures trading lower this morning on Thursday, some of the stocks that may grab investor focus today are as follows:BBBY has scheduled an earnings report and conference call for Sept. 29. Stocks slid over 3% in premarket trading.Wall Street expects CarMax, Inc. to report quarterly earnings at $1.42 per share on revenue of $8.57 billion before the opening bell. CarMax shares fell 0.2% to $86.24 in after-hours trading.Vail Resorts, Inc. reported a narrower-than-expected loss for its fourth quarter, while sales topped estimates. Vail Resorts shares rose 4% to $218.75 in after-hours trading.Analysts are expecting NIKE, Inc. to have earned $0.92 per share on revenue of $12.27 billion for the latest quarter. The company will release earnings after the markets close. NIKE shares slipped 1.2% to $97.56 in pre-market trading.Tesla Inc. added Airbnb co-founder Joe Gebbia to its Board of Directors with effect from September 25. Tesla shares fell 1.9% to $282.39 in pre-market trading.Analysts expect Micron Technology, Inc. to post quarterly earnings at $1.30 per share on revenue of $6.68 billion before the opening bell. Micron shares fell 1.8% to $50.08 in pre-market trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918889277,"gmtCreate":1664356984700,"gmtModify":1676537439660,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a><v-v data-views=\"0\"></v-v>Weakness. wait for good news","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a><v-v data-views=\"0\"></v-v>Weakness. wait for good news","text":"$XPeng Inc.(XPEV)$Weakness. wait for good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918889277","isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911763694,"gmtCreate":1664263404719,"gmtModify":1676537421486,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a><v-v data-views=\"0\"></v-v>Market is oversold but no recovery soon.","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a><v-v data-views=\"0\"></v-v>Market is oversold but no recovery soon.","text":"$AMC Entertainment(AMC)$Market is oversold but no recovery soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911763694","isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911388914,"gmtCreate":1664148163139,"gmtModify":1676537395518,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a><v-v data-views=\"0\"></v-v>Market will continue to fall following next hike[Spurting]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a><v-v data-views=\"0\"></v-v>Market will continue to fall following next hike[Spurting]&nbsp;","text":"$Tiger Brokers(TIGR)$Market will continue to fall following next hike[Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911388914","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919492359,"gmtCreate":1663836851971,"gmtModify":1676537346855,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a><v-v data-views=\"1\"></v-v>Never sell on good company[Victory]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a><v-v data-views=\"1\"></v-v>Never sell on good company[Victory]&nbsp;","text":"$Amazon.com(AMZN)$Never sell on good company[Victory]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919492359","isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919498531,"gmtCreate":1663836590623,"gmtModify":1676537346809,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"The bear wipe out the gain.[LOL]&nbsp;","listText":"The bear wipe out the gain.[LOL]&nbsp;","text":"The bear wipe out the gain.[LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9919498531","repostId":"1152785107","repostType":4,"repost":{"id":"1152785107","kind":"news","pubTimestamp":1663860360,"share":"https://ttm.financial/m/news/1152785107?lang=&edition=full_marsco","pubTime":"2022-09-22 23:26","market":"us","language":"en","title":"The SPY Game - Or How I Stopped Worrying And Learned To Look Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1152785107","media":"Seeking Alpha","summary":"SummaryWhile fear abounds, while the market dumps after the FOMC print and subsequent speech, while ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>While fear abounds, while the market dumps after the FOMC print and subsequent speech, while everything you know seems wrong?  The market is holding up well over the June lows.</li><li>We believe SPY remains on course to make new all-time highs in the coming year or so.</li><li>Our evidence for this?  Basic pattern recognition coupled with a high-octane dose of cynicism.</li></ul><p><i>DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer</i> <i>to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security, or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note&#39;s date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.</i></p><p>It&#39;s Not Going To Zero. Really It Isn&#39;t.</p><p>As everyone knows the whole market is going to zero, fast, or if not zero then maybe 3000 on the S&amp;P and 10000 on the Nasdaq or whatever. The just desserts of an economy over-fattened by Fed helicopter money with a workforce that would rather buy-pumpkin-spice-latte-pay-later-when-mom-lends-me-the-money than get down to a hard day&#39;s work from dawn to dusk. The decadence of the end of empire. America the Great is Finished. Finished, I tell you!</p><p>This garbage is all over FinTwit right now and in truth it&#39;s not worth reading. The market will go up or it will go down but it has nothing to do with whether Chad makes his Klarna payment or not. It has to do with the institutional dynamic of moving money around in order to generate gains whether the weather be good or whether the weather be bad. And no more so than around key dates such as quarterly options expiry and FOMC prints.</p><p><b>Let&#39;s Talk About SPY</b></p><p>OK folks, let&#39;s just take a step back and zoom out onNYSEARCA:SPY. Using absolutely standard technical analysis pattern-recognition tools (we like the Elliott Wave / Fibonacci method, but, other methods also are available) we can say that in the larger degree, SPY has been carving out a 5-wave up cycle since its 2015 lows. Like this</p><p><img src=\"https://static.tigerbbs.com/ca80a46b6ff8f158873974f116b4ad7f\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p>SPY Chart I(TrendSpider, Cestrian Analysis)</p><p>Wave 1 moves up from the 2015 lows to the 2019 high, adding around $158/share on the way up.</p><p>Wave 2 moves from the pre-Covid high to the crisis low, in a Yikes Cat type move as befits a Wave 2, troughs at the 0.786 retrace for a $122/share correction.</p><p>Then Wave 3, adding $283/share to peak a little above the 1.618 extension of Wave 1 (the share price movement in W1 multiplied by 1.618 and placed at the Wave 2 low), right at the end of 2021.</p><p>And along comes the will-it-ever-end Wave 4 selloff of 2022 which despite the apparent unrelented selling - just ask anyone on FinTwit, they&#39;ll tell you! - troughed in June at between the 0.5 and 0.618 retrace of that big Wave 3 high.</p><p>So now the standard Elliott Wave pattern tells us that SPY can make a new high in a final Wave 5 up, peaking sometime in 2023 most likely. A minimum target of $480 or better, enough to just peak above that Wave 3 high.</p><p>Yes, we&#39;re saying SPY can climb to never-before-conquered levels despite inflation and recession and 75bps and labor market and blah. Why? Because SPY has traded <i>so</i> well to this standard pattern for so long that we believe it more likely than not that it sees the pattern through to the end.</p><p>But don&#39;t take our word for it. Let&#39;s zoom in. As you know, if SPY has commenced its climb up from the June lows towards its final resting place in the sky, it ought to be showing wave progress in the smaller degree too.</p><p>And is it ever. Today&#39;s close was actually funny, so perfectly did the ETF kiss the 0.618 retraces of Wave 3 on the way up then the 0.786 retrace on the way down. But even after this dump the stock remains perfectly positioned to move up. This is the Wave 1 and Wave 2 in the smaller degree up off of the June lows. That is one picture-perfect Wave 2 low right there. We shall see what happens but to us that&#39;s thus far confirming evidence that SPY will be moving up.</p><p><img src=\"https://static.tigerbbs.com/65bfa539e75474ecde04800d17b63585\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/></p><p>SPY Chart II(TrendSpider, Cestrian Analysis)</p><p><b>What The Fed Is Going On Then?</b></p><p>Today was a very strange day if you look closely. The index ETFs SPY and QQQ both did exactly the same thing - the two charts above are in essence carbon copies whether you look at the QQQ or the SPY. Up then down, to close down, at a level suggesting that the next big move is up. But still bright red on the day.</p><p>Whereas ostensibly more scary stocks like Cloudflare (NET), Palantir (PLTR), DataDog (DDOG) and so on - were ...<i>up</i>? Huh?</p><p>We may be able to shed some light on this. Now, we hate to come over all FinTwit once more and be shouting about <i>manipulation</i> and so forth. Because that&#39;s just naive. In the Great Online Game of traded securities, the game is in fact that all the other players are trying to take all your money off of you. That is Rule 1. The basic rule. The constitution upon which all other rules are founded. And further, while we don&#39;t doubt that there are some bad apples in the virtual Big Apple that&#39;s rather quaintly still referred to as The Street, most times Big Money is just doing its job which is, being good at taking money off of Chad and not letting Chad take money off of it, or at least not for very long.</p><p>You see in the index ETFs there&#39;s a hugely powerful force at work - not Jerome Powell, not Redditors, but the options market. The capital sloshing around in options way exceeds the capital in equities, and as a result it&#39;s to some degree true that options are the primary security class, equities the derivatives. As a simple illustration, here you can see how the major reversal points in SPY in recent years have coincided with major options expiry dates.</p><p><img src=\"https://static.tigerbbs.com/3f1de0c0082c1ca0ce7a2e248d7d64ef\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Chart III(TrendSpider, Cestrian Analysis)</p><p>Options markets love FOMC days because the emotion - the volatility - is running high. And you have a wall of capital in SPY and QQQ puts and calls sat driving the ETF stocks around all day. It&#39;s no surprise on that basis that the closing price - the place where the option probability surface collapses to a singularity - hit a key technical level in both the SPY and the QQQ with such precision. Now, if you want to go deeper into the options-are-primary, stocks-are-derivatives rabbit hole - and it&#39;s a doozy - we suggest you take a look at our friends over at SpotGamma who are expert on the topic. For us, we&#39;ll just observe that the wall of option money pushing the ETFs around is not in place at scary high-beta names such as NET or PLTR and so on. So the market reaction today may look like genuine fear, but it isn&#39;t. Because if it was widespread genuine fear, all these high beta names would be getting dumped. And they&#39;re not.</p><p>So we say: SPY is setting up in a smaller degree 1,2 for a smaller degree 3 which will represent a material push up toward that new all time high. We think the next big move for SPY is, up, and we think the June low was the low for the Wave 4 just passed. You&#39;ll know soon enough if we&#39;re right or wrong. If right, SPY won&#39;t spend long at the $377 zip code but will instead move up and out; if wrong, SPY will plunge down through that $377 level to continue the larger-degree Wave 4 down. This will happen soon, either way.</p><p>For now we remain bullish on SPY and assign an Accumulate rating to the name.</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>The SPY Game - Or How I Stopped Worrying And Learned To Look Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe SPY Game - Or How I Stopped Worrying And Learned To Look Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542378-spy-stop-worrying-learn-to-look-up><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWhile fear abounds, while the market dumps after the FOMC print and subsequent speech, while everything you know seems wrong?  The market is holding up well over the June lows.We believe SPY ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542378-spy-stop-worrying-learn-to-look-up\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4542378-spy-stop-worrying-learn-to-look-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152785107","content_text":"SummaryWhile fear abounds, while the market dumps after the FOMC print and subsequent speech, while everything you know seems wrong?  The market is holding up well over the June lows.We believe SPY remains on course to make new all-time highs in the coming year or so.Our evidence for this?  Basic pattern recognition coupled with a high-octane dose of cynicism.DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security, or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note's date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.It's Not Going To Zero. Really It Isn't.As everyone knows the whole market is going to zero, fast, or if not zero then maybe 3000 on the S&P and 10000 on the Nasdaq or whatever. The just desserts of an economy over-fattened by Fed helicopter money with a workforce that would rather buy-pumpkin-spice-latte-pay-later-when-mom-lends-me-the-money than get down to a hard day's work from dawn to dusk. The decadence of the end of empire. America the Great is Finished. Finished, I tell you!This garbage is all over FinTwit right now and in truth it's not worth reading. The market will go up or it will go down but it has nothing to do with whether Chad makes his Klarna payment or not. It has to do with the institutional dynamic of moving money around in order to generate gains whether the weather be good or whether the weather be bad. And no more so than around key dates such as quarterly options expiry and FOMC prints.Let's Talk About SPYOK folks, let's just take a step back and zoom out onNYSEARCA:SPY. Using absolutely standard technical analysis pattern-recognition tools (we like the Elliott Wave / Fibonacci method, but, other methods also are available) we can say that in the larger degree, SPY has been carving out a 5-wave up cycle since its 2015 lows. Like thisSPY Chart I(TrendSpider, Cestrian Analysis)Wave 1 moves up from the 2015 lows to the 2019 high, adding around $158/share on the way up.Wave 2 moves from the pre-Covid high to the crisis low, in a Yikes Cat type move as befits a Wave 2, troughs at the 0.786 retrace for a $122/share correction.Then Wave 3, adding $283/share to peak a little above the 1.618 extension of Wave 1 (the share price movement in W1 multiplied by 1.618 and placed at the Wave 2 low), right at the end of 2021.And along comes the will-it-ever-end Wave 4 selloff of 2022 which despite the apparent unrelented selling - just ask anyone on FinTwit, they'll tell you! - troughed in June at between the 0.5 and 0.618 retrace of that big Wave 3 high.So now the standard Elliott Wave pattern tells us that SPY can make a new high in a final Wave 5 up, peaking sometime in 2023 most likely. A minimum target of $480 or better, enough to just peak above that Wave 3 high.Yes, we're saying SPY can climb to never-before-conquered levels despite inflation and recession and 75bps and labor market and blah. Why? Because SPY has traded so well to this standard pattern for so long that we believe it more likely than not that it sees the pattern through to the end.But don't take our word for it. Let's zoom in. As you know, if SPY has commenced its climb up from the June lows towards its final resting place in the sky, it ought to be showing wave progress in the smaller degree too.And is it ever. Today's close was actually funny, so perfectly did the ETF kiss the 0.618 retraces of Wave 3 on the way up then the 0.786 retrace on the way down. But even after this dump the stock remains perfectly positioned to move up. This is the Wave 1 and Wave 2 in the smaller degree up off of the June lows. That is one picture-perfect Wave 2 low right there. We shall see what happens but to us that's thus far confirming evidence that SPY will be moving up.SPY Chart II(TrendSpider, Cestrian Analysis)What The Fed Is Going On Then?Today was a very strange day if you look closely. The index ETFs SPY and QQQ both did exactly the same thing - the two charts above are in essence carbon copies whether you look at the QQQ or the SPY. Up then down, to close down, at a level suggesting that the next big move is up. But still bright red on the day.Whereas ostensibly more scary stocks like Cloudflare (NET), Palantir (PLTR), DataDog (DDOG) and so on - were ...up? Huh?We may be able to shed some light on this. Now, we hate to come over all FinTwit once more and be shouting about manipulation and so forth. Because that's just naive. In the Great Online Game of traded securities, the game is in fact that all the other players are trying to take all your money off of you. That is Rule 1. The basic rule. The constitution upon which all other rules are founded. And further, while we don't doubt that there are some bad apples in the virtual Big Apple that's rather quaintly still referred to as The Street, most times Big Money is just doing its job which is, being good at taking money off of Chad and not letting Chad take money off of it, or at least not for very long.You see in the index ETFs there's a hugely powerful force at work - not Jerome Powell, not Redditors, but the options market. The capital sloshing around in options way exceeds the capital in equities, and as a result it's to some degree true that options are the primary security class, equities the derivatives. As a simple illustration, here you can see how the major reversal points in SPY in recent years have coincided with major options expiry dates.S&P Chart III(TrendSpider, Cestrian Analysis)Options markets love FOMC days because the emotion - the volatility - is running high. And you have a wall of capital in SPY and QQQ puts and calls sat driving the ETF stocks around all day. It's no surprise on that basis that the closing price - the place where the option probability surface collapses to a singularity - hit a key technical level in both the SPY and the QQQ with such precision. Now, if you want to go deeper into the options-are-primary, stocks-are-derivatives rabbit hole - and it's a doozy - we suggest you take a look at our friends over at SpotGamma who are expert on the topic. For us, we'll just observe that the wall of option money pushing the ETFs around is not in place at scary high-beta names such as NET or PLTR and so on. So the market reaction today may look like genuine fear, but it isn't. Because if it was widespread genuine fear, all these high beta names would be getting dumped. And they're not.So we say: SPY is setting up in a smaller degree 1,2 for a smaller degree 3 which will represent a material push up toward that new all time high. We think the next big move for SPY is, up, and we think the June low was the low for the Wave 4 just passed. You'll know soon enough if we're right or wrong. If right, SPY won't spend long at the $377 zip code but will instead move up and out; if wrong, SPY will plunge down through that $377 level to continue the larger-degree Wave 4 down. This will happen soon, either way.For now we remain bullish on SPY and assign an Accumulate rating to the name.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910651616,"gmtCreate":1663628332536,"gmtModify":1676537302121,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MRNA\">$Moderna, Inc.(MRNA)$</a><v-v data-views=\"0\"></v-v>Unless another deadly variant hit![Helpless]&nbsp;","listText":"<a href=\"https://ttm.financial/S/MRNA\">$Moderna, Inc.(MRNA)$</a><v-v data-views=\"0\"></v-v>Unless another deadly variant hit![Helpless]&nbsp;","text":"$Moderna, Inc.(MRNA)$Unless another deadly variant hit![Helpless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910651616","isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910189985,"gmtCreate":1663575874547,"gmtModify":1676537293857,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><v-v data-views=\"0\"></v-v>Fed crash the economy[Anger]&nbsp;","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><v-v data-views=\"0\"></v-v>Fed crash the economy[Anger]&nbsp;","text":"$Coinbase Global, Inc.(COIN)$Fed crash the economy[Anger]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910189985","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937901849,"gmtCreate":1663335578581,"gmtModify":1676537254516,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a><v-v data-views=\"1\"></v-v>buy on dip. Still doing 💪&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a><v-v data-views=\"1\"></v-v>buy on dip. Still doing 💪&nbsp;[Miser]&nbsp;","text":"$Amazon.com(AMZN)$buy on dip. Still doing 💪 [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937901849","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935893508,"gmtCreate":1663059534005,"gmtModify":1676537193797,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a><v-v data-views=\"1\"></v-v>They are still more growth&nbsp;[666]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a><v-v data-views=\"1\"></v-v>They are still more growth&nbsp;[666]&nbsp;","text":"$Amazon.com(AMZN)$They are still more growth [666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935893508","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932573398,"gmtCreate":1662965167114,"gmtModify":1676537172920,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>volatility create more rewards.[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>volatility create more rewards.[Cool]&nbsp;","text":"$Tesla Motors(TSLA)$volatility create more rewards.[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932573398","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932883207,"gmtCreate":1662920588609,"gmtModify":1676537162413,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><v-v data-views=\"1\"></v-v>still seeing growth despite the volatility.&nbsp;[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><v-v data-views=\"1\"></v-v>still seeing growth despite the volatility.&nbsp;[Cool]&nbsp;","text":"$Coinbase Global, Inc.(COIN)$still seeing growth despite the volatility. [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932883207","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936275603,"gmtCreate":1662777469502,"gmtModify":1676537139179,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"themes":[],"htmlText":"She will never be forget for all her work and&nbsp;will always be in the&nbsp;heart of commonwealth.[Cry]&nbsp;","listText":"She will never be forget for all her work and&nbsp;will always be in the&nbsp;heart of commonwealth.[Cry]&nbsp;","text":"She will never be forget for all her work and will always be in the heart of commonwealth.[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936275603","repostId":"2266415879","repostType":4,"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":114410202,"gmtCreate":1623086332306,"gmtModify":1704195842155,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Hitting $20 is not a difficult task! To the moon.[Wow]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Hitting $20 is not a difficult task! To the moon.[Wow]&nbsp;","text":"$BlackBerry(BB)$Hitting $20 is not a difficult task! To the moon.[Wow]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":24,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114410202","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898719809,"gmtCreate":1628521306801,"gmtModify":1703507556971,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"AMC doesn’t need any prove. They will hold until short cover their position.&nbsp;","listText":"AMC doesn’t need any prove. They will hold until short cover their position.&nbsp;","text":"AMC doesn’t need any prove. They will hold until short cover their position.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/898719809","repostId":"2158442754","repostType":4,"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3575934289940082","idStr":"3575934289940082"},"content":"They still have to prove if they want investors to continue with them after the squeeze. By the way no company in the world have short positions fully covered.","text":"They still have to prove if they want investors to continue with them after the squeeze. By the way no company in the world have short positions fully covered.","html":"They still have to prove if they want investors to continue with them after the squeeze. By the way no company in the world have short positions fully covered."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105244991,"gmtCreate":1620309047813,"gmtModify":1704341723985,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"Stock market is going back to normal.","listText":"Stock market is going back to normal.","text":"Stock market is going back to normal.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/105244991","repostId":"1123117067","repostType":4,"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968499629,"gmtCreate":1669275810262,"gmtModify":1676538177787,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9968499629","repostId":"2285840582","repostType":4,"isVote":1,"tweetType":1,"viewCount":1194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372285041,"gmtCreate":1619221373283,"gmtModify":1704721375795,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"Like and comment!","listText":"Like and comment!","text":"Like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/372285041","repostId":"1166519043","repostType":4,"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882750570,"gmtCreate":1631723838090,"gmtModify":1676530619724,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"Her choice can consider?? [Thinking]&nbsp;","listText":"Her choice can consider?? [Thinking]&nbsp;","text":"Her choice can consider?? [Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/882750570","repostId":"1125984951","repostType":4,"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581563418944392","authorId":"3581563418944392","name":"Andrewinho","avatar":"https://static.tigerbbs.com/3127e2bc40ab23064a5187a00a63e19b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581563418944392","idStr":"3581563418944392"},"content":"Tmr she will sell... ?","text":"Tmr she will sell... ?","html":"Tmr she will sell... ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137341407,"gmtCreate":1622306179009,"gmtModify":1704182884302,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"Because the world is not&nbsp;ready to openup fully.","listText":"Because the world is not&nbsp;ready to openup fully.","text":"Because the world is not ready to openup fully.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/137341407","repostId":"2138948877","repostType":4,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566532164444643","authorId":"3566532164444643","name":"ZEROHERO","avatar":"https://static.tigerbbs.com/62813b6df1c4722e559d112fadd5486a","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3566532164444643","idStr":"3566532164444643"},"content":"Holiday travels will only get more exclusive & more expensive","text":"Holiday travels will only get more exclusive & more expensive","html":"Holiday travels will only get more exclusive & more expensive"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344700635,"gmtCreate":1618440988427,"gmtModify":1704710787750,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/344700635","repostId":"1186263067","repostType":4,"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070962947,"gmtCreate":1656996126889,"gmtModify":1676535929800,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"But inflation may slow down their sales.[Sly]&nbsp;","listText":"But inflation may slow down their sales.[Sly]&nbsp;","text":"But inflation may slow down their sales.[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9070962947","repostId":"2248811191","repostType":4,"repost":{"id":"2248811191","kind":"highlight","pubTimestamp":1657005270,"share":"https://ttm.financial/m/news/2248811191?lang=&edition=full_marsco","pubTime":"2022-07-05 15:14","market":"us","language":"en","title":"Nvidia: A Crypto Crash Doesn't Mean A Crash In Graphics Card Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=2248811191","media":"Seekingalpha","summary":"Recent reports have claimed that most of Nvidia's (NASDAQ:NVDA) revenue from the RTX 30 series of gr","content":"<html><head></head><body><p>Recent reports have claimed that most of Nvidia&#39;s (NASDAQ:NVDA) revenue from the RTX 30 series of graphics cards is due to crypto. In this article, I demonstrate why that cannot be true and present a more reasonable estimate of Nvidia&#39;s revenue due to crypto and its exposure to a potential crash in crypto mining demand.</p><h2><b>Media Reports Imply An Imminent Crash In Graphics Card Demand</b></h2><p>A couple of recent Bloomberg articles have painted a rather dire picture of the potential effect of the crypto crash on the desktop graphics card market. A June 30 article titled <i>Nvidia Game Card Prices Fall Along With Crypto Mining Demand</i> claimed:</p><blockquote>By one estimate, more than a third of the consumer graphics-card market could vanish as crypto enthusiasts abandon the technology. And the products are piling up on <a href=\"https://laohu8.com/S/EBAY\">eBay</a>&#39;s site and other marketplaces. Though Nvidia&#39;s suggested retail price for the cards hasn&#39;t changed, they&#39;re selling for 50% less on secondary markets than they did in recent months.</blockquote><p>Another article went even further, implying that most of the demand for graphics cards has been due to crypto:</p><blockquote>Ethereum miners have spent approximately $15 billion on graphics processing units (GPUs), according to Bitpro Consulting, and that doesn&#39;t include ancillary costs like wiring and transformers.</blockquote><p>The article doesn&#39;t define the time frame in which the $15 billion was supposedly spent. Is it for all time? The past year? I looked at the Bitpro Consulting web site for clues. The most applicable information I found was a blog piece that stated:</p><blockquote>Rough calculations based on total hashpower suggest roughly 10-15 million GPUs are mining.</blockquote><p>Probably the author was looking at a source of data that I often use, a chart of Ethereum mining pool hash rate vs. time from BitInfoCharts:</p><p></p><p><img src=\"https://static.tigerbbs.com/a92df4b053d457a67bf9b40c8a4a0d29\" tg-width=\"640\" tg-height=\"421\" referrerpolicy=\"no-referrer\"/></p><p>BitInfoCharts</p><p><i>Source: BitInfoCharts.</i></p><p>Hash rate is a performance metric for mining graphics cards usually measured in millions of hash per second. A hash is a particular encryption method which is used to secure the block chain. Mining Ethereum involves finding the unique hash that will secure a particular block, a time and energy consuming task, even for a GPU that can create 100 MHash/s.</p><p>The rough estimate that Bitpro gives is consistent with the global mining pool hash rate at its peak, which on May 13 was 1.266 petaHash/sec or 1.266e15 Hash/sec.</p><p>Assuming an average GPU hash rate of 100e6 (100 MHash/sec) then that works out to 12.66 million GPUs in the mining pool. Assuming a lower hash rate would give a larger number.</p><p>Where the $15 billion comes from isn&#39;t mentioned in the blog piece, but if miners spent about $1000 per card, that would give the $15 billion figure. So, in a rough estimate kind of way, the numbers hold up.</p><h2><b>What&#39;s Wrong With This Picture?</b></h2><p>Up to this point, the rough estimates are fine as far as they go, but the way that they&#39;re applied to Nvidia is not. For instance, an article in WCCFtech claimed that the $15 billion estimate meant that crypto-miners, not gamers, bought most of the desktop gaming graphics cards since the start of 2021.</p><p>This ignores the fact that the $15 billion estimate is for all time, not just since the beginning of 2021. I&#39;ve also seen it represented in comments that this $15 billion all went to Nvidia. If it had, that would constitute about 75% of Nvidia&#39;s total revenue in the Gaming segment since the launch of the RTX 30 series in September-October 2020.</p><p>In this view, Nvidia&#39;s gaming segment revenue is largely dependent on crypto, and will collapse if Ethereum mining ceases. And there is every expectation that Ethereum mining <i>will</i> cease in the near future when it goes to a completely different method of securing the Ethereum block chain.</p><p>There are a couple of things wrong with this view. First, it ignores the division of the crypto mining GPU market with AMD (AMD). AMD&#39;s Radeon RX 6000 series cards were released at about the same time as the RTX 30 series and are perfectly respectable Ethereum mining cards.</p><p>It can be argued that the AMD cards don&#39;t perform as well as the RTX 30 series, but they also cost less than the RTX 30 series. Given the shortages that existed in 2021, miners probably bought any suitable GPU they could get their hands on, AMD or Nvidia.</p><p>The other big factor that is often ignored is that neither AMD nor Nvidia make the retail price on graphics cards sold by third party graphics card builders such as EVGA or Gigabyte. AMD and Nvidia just sell the raw GPU. The pricing for the graphics chips themselves has to be much lower than the retail price of the cards in order to allow the card makers a reasonable profit, especially if they&#39;re selling wholesale to retail distributors.</p><p>How things worked last year in the context of the GPU shortage isn&#39;t exactly clear. Nvidia&#39;s Founders Edition cards (for which it did get the full retail price) sold out instantaneously, and there&#39;s no indication that Nvidia made any effort to replenish them. I believe that this was because the board partners were so desperate for chips that they demanded everything Nvidia could supply.</p><p>So for all practical purposes, Nvidia and AMD were on the same level, selling chips to board partners. Did Nvidia and AMD take advantage of the shortages to charge extra for their chips?</p><p>They may have, but I doubt they could get away with much of a surcharge without the board partners throwing a fit. The board partners have a lot of clouts because they&#39;re the ones selling most of the graphics cards. If anyone (besides scalpers) was reaping a windfall profit from the shortages last year, it was probably the board partners.</p><h2><b>A Detailed Calculation Of Crypto Revenue On A Quarterly Basis</b></h2><p>There are so many moving parts to the crypto mining puzzle that even a detailed analysis has to make some simplifying assumptions. So let me state mine up front.</p><p>Ethereum: there are over 20 GPU mineable crypto currencies, but only one really matters, Ethereum. Ethereum accounted for more than 96% of all the revenue derived from GPU-based mining according to this table published in the Bitpro Consulting blog:</p><p></p><p><img src=\"https://static.tigerbbs.com/c96043216c20b8afeadf01932c87c27c\" tg-width=\"601\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p>BitPro Consulting</p><p><i>Source: Bitpro Consulting.</i></p><p>It can be assumed that an increase in the global mining pool hash rate is due to the addition of new mining graphics cards. Likewise, a decline in the global hash rate must be due to mining cards being removed from the pool.</p><p>What remains is to estimate the mix of cards being purchased by miners. Starting at the launch of the RTX 30 series, I assume that only the RTX 30 series and the RX 6000 series cards were added during the period of Nvidia&#39;s fiscal 2021 Q3 (ending 10/25/20) to Nvidia&#39;s fiscal 2023 Q1 (ending 5/1/22).</p><p>I estimate the mix of GPU models based on calculating the card hash rate divided by the list price. This just assumes that cards that offer more &#34;bang for the buck&#34; would be preferred by miners and have a higher market share. I give the approximate market share in the relative weighting factors given in the table below:</p><p></p><p><img src=\"https://static.tigerbbs.com/f4005e5762d80e0ee4fd5bfd6a80bbcb\" tg-width=\"640\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p>Mark Hibben</p><p>The estimated chip price is pegged at 60% of the list price. The hash rates are somewhat algorithm dependent and are drawn from multiple sources, such as Minerstat. The Nvidia CMP 30HX was a special purpose mining GPU for which Nvidia reported income separately. Since this reporting provided the best way to estimate CMP 30HX unit sales, it isn&#39;t included in the weighting calculations.</p><p>The change in hash rate from quarter to quarter scales the total number of cards added, while the weighting factors provide a means to calculate total sales of each model. The table below summarizes the calculations of the numbers of cards added per quarter and the estimated revenue from those cards:</p><p></p><p><img src=\"https://static.tigerbbs.com/ddb1be28d6751780f9216d7d27879a78\" tg-width=\"640\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/></p><p>Mark Hibben</p><p>Over the time period shown above, I estimate that about 11 million graphics cards were added to the mining pool, not counting the CMP cards, which are tallied separately. In fiscal 2022 Q2, so many CMP cards were added, that I calculated there was actually a reduction in conventional GPUs in the mining pool. Thus, no gaming GPUs are estimated to have been added for the quarter.</p><p>The contribution of crypto to the Nvidia Gaming segment revenue is estimated to have never been higher than about 26%, and averages over the period to be 14.72%.</p><p>The chart below summarizes the quarterly revenue for Nvidia and AMD due to crypto:</p><p></p><p><img src=\"https://static.tigerbbs.com/02c862eb7b477ad4d8b87f97c302c109\" tg-width=\"640\" tg-height=\"506\" referrerpolicy=\"no-referrer\"/></p><p>Mark Hibben</p><p>One question that I can&#39;t resolve is what happened to the GPUs that were taken out of the pool due to the influx of the CMP cards in the Nvidia fiscal 2022 Q2 quarter. Were they subsequently put back into the pool or were they replaced with newer cards? For this analysis, I just assume they were replaced with newer cards.</p><h2><b>Investor Takeaways</b></h2><p>There appears to be a segment of the investor community that believes that Nvidia&#39;s enormous success with the RTX 30 series is somehow a fluke and an artifact of crypto mining demand. The above analysis shows that this is highly implausible, if not impossible.</p><p>Even in Nvidia&#39;s fiscal 2022 Q2, when we would expect crypto demand to be minimal based on hash rate growth and sales of CMP chips, Nvidia&#39;s gaming segment revenue grew by a phenomenal 85% y/y.</p><p>The crypto dependency thesis is also undermined by the Steam Hardware Survey. The top 20 of the most modern DirectX 12 GPUs by Steam usage share is dominated by Nvidia graphics cards, many of which are RTX 20 and 30 series:</p><p></p><p><img src=\"https://static.tigerbbs.com/0eee902e184cf13c4ceccd9280a80b16\" tg-width=\"640\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p>Steam</p><p><i>Source: SteamPowered.</i></p><p>Even as crypto GPU demand has dropped off in fiscal 2023 Q1, Gaming segment revenue growth has continued to be strong, at 31% y/y. The removal of crypto demand hasn&#39;t gutted the market for Nvidia graphics cards. It has simply allowed gamers and other PC users to finally buy RTX 30 cards at the list price.</p><p>Future demand is certainly clouded by the impending switch of Ethereum to a different approach to processing transactions and securing the block chain. Current Ethereum miners will be left out in the cold, and the roughly 15 million mining cards will be flushed into the used market.</p><p>This switch, referred to as &#34;the merge&#34; could happen as soon as August, although this is very much in doubt. If and when it does, there will certainly be a glut in the used graphics card market, and this can be expected to depress new card sales as well.</p><p>However, these cards will not be considered very desirable. Mining graphics cards are flogged to within an inch of their lives, and sometimes beyond. Used mining cards are not a good value.</p><p>Furthermore, Nvidia is about to unleash its RTX 40 series, and these will likely be more attractive than used cards one or two generations old. Keep in mind that while 15 million mining cards seems like a lot, it&#39;s only about what Nvidia sells in a couple of quarters. So, any glut that occurs will likely only last a few quarters.</p><p>While Nvidia&#39;s Gaming segment is still very important in terms of revenue, investors should keep in mind that last quarter Data Center revenue exceeded Gaming revenue for the first time ever. Nvidia&#39;s multiple growth opportunities include high performance computing, AI, and autonomous vehicles.</p><p>Rather than fearing the end of Ethereum fueled demand, Nvidia investors should look forward to the time when things get back to &#34;normal&#34; and Nvidia can better serve its loyal gaming customers. I remain long Nvidia and rate it a Hold.</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: A Crypto Crash Doesn't Mean A Crash In Graphics Card Sales</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: A Crypto Crash Doesn't Mean A Crash In Graphics Card Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-05 15:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4521339-nvidia-crypto-crash-crash-graphics-card-sales><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recent reports have claimed that most of Nvidia's (NASDAQ:NVDA) revenue from the RTX 30 series of graphics cards is due to crypto. In this article, I demonstrate why that cannot be true and present a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4521339-nvidia-crypto-crash-crash-graphics-card-sales\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4521339-nvidia-crypto-crash-crash-graphics-card-sales","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248811191","content_text":"Recent reports have claimed that most of Nvidia's (NASDAQ:NVDA) revenue from the RTX 30 series of graphics cards is due to crypto. In this article, I demonstrate why that cannot be true and present a more reasonable estimate of Nvidia's revenue due to crypto and its exposure to a potential crash in crypto mining demand.Media Reports Imply An Imminent Crash In Graphics Card DemandA couple of recent Bloomberg articles have painted a rather dire picture of the potential effect of the crypto crash on the desktop graphics card market. A June 30 article titled Nvidia Game Card Prices Fall Along With Crypto Mining Demand claimed:By one estimate, more than a third of the consumer graphics-card market could vanish as crypto enthusiasts abandon the technology. And the products are piling up on eBay's site and other marketplaces. Though Nvidia's suggested retail price for the cards hasn't changed, they're selling for 50% less on secondary markets than they did in recent months.Another article went even further, implying that most of the demand for graphics cards has been due to crypto:Ethereum miners have spent approximately $15 billion on graphics processing units (GPUs), according to Bitpro Consulting, and that doesn't include ancillary costs like wiring and transformers.The article doesn't define the time frame in which the $15 billion was supposedly spent. Is it for all time? The past year? I looked at the Bitpro Consulting web site for clues. The most applicable information I found was a blog piece that stated:Rough calculations based on total hashpower suggest roughly 10-15 million GPUs are mining.Probably the author was looking at a source of data that I often use, a chart of Ethereum mining pool hash rate vs. time from BitInfoCharts:BitInfoChartsSource: BitInfoCharts.Hash rate is a performance metric for mining graphics cards usually measured in millions of hash per second. A hash is a particular encryption method which is used to secure the block chain. Mining Ethereum involves finding the unique hash that will secure a particular block, a time and energy consuming task, even for a GPU that can create 100 MHash/s.The rough estimate that Bitpro gives is consistent with the global mining pool hash rate at its peak, which on May 13 was 1.266 petaHash/sec or 1.266e15 Hash/sec.Assuming an average GPU hash rate of 100e6 (100 MHash/sec) then that works out to 12.66 million GPUs in the mining pool. Assuming a lower hash rate would give a larger number.Where the $15 billion comes from isn't mentioned in the blog piece, but if miners spent about $1000 per card, that would give the $15 billion figure. So, in a rough estimate kind of way, the numbers hold up.What's Wrong With This Picture?Up to this point, the rough estimates are fine as far as they go, but the way that they're applied to Nvidia is not. For instance, an article in WCCFtech claimed that the $15 billion estimate meant that crypto-miners, not gamers, bought most of the desktop gaming graphics cards since the start of 2021.This ignores the fact that the $15 billion estimate is for all time, not just since the beginning of 2021. I've also seen it represented in comments that this $15 billion all went to Nvidia. If it had, that would constitute about 75% of Nvidia's total revenue in the Gaming segment since the launch of the RTX 30 series in September-October 2020.In this view, Nvidia's gaming segment revenue is largely dependent on crypto, and will collapse if Ethereum mining ceases. And there is every expectation that Ethereum mining will cease in the near future when it goes to a completely different method of securing the Ethereum block chain.There are a couple of things wrong with this view. First, it ignores the division of the crypto mining GPU market with AMD (AMD). AMD's Radeon RX 6000 series cards were released at about the same time as the RTX 30 series and are perfectly respectable Ethereum mining cards.It can be argued that the AMD cards don't perform as well as the RTX 30 series, but they also cost less than the RTX 30 series. Given the shortages that existed in 2021, miners probably bought any suitable GPU they could get their hands on, AMD or Nvidia.The other big factor that is often ignored is that neither AMD nor Nvidia make the retail price on graphics cards sold by third party graphics card builders such as EVGA or Gigabyte. AMD and Nvidia just sell the raw GPU. The pricing for the graphics chips themselves has to be much lower than the retail price of the cards in order to allow the card makers a reasonable profit, especially if they're selling wholesale to retail distributors.How things worked last year in the context of the GPU shortage isn't exactly clear. Nvidia's Founders Edition cards (for which it did get the full retail price) sold out instantaneously, and there's no indication that Nvidia made any effort to replenish them. I believe that this was because the board partners were so desperate for chips that they demanded everything Nvidia could supply.So for all practical purposes, Nvidia and AMD were on the same level, selling chips to board partners. Did Nvidia and AMD take advantage of the shortages to charge extra for their chips?They may have, but I doubt they could get away with much of a surcharge without the board partners throwing a fit. The board partners have a lot of clouts because they're the ones selling most of the graphics cards. If anyone (besides scalpers) was reaping a windfall profit from the shortages last year, it was probably the board partners.A Detailed Calculation Of Crypto Revenue On A Quarterly BasisThere are so many moving parts to the crypto mining puzzle that even a detailed analysis has to make some simplifying assumptions. So let me state mine up front.Ethereum: there are over 20 GPU mineable crypto currencies, but only one really matters, Ethereum. Ethereum accounted for more than 96% of all the revenue derived from GPU-based mining according to this table published in the Bitpro Consulting blog:BitPro ConsultingSource: Bitpro Consulting.It can be assumed that an increase in the global mining pool hash rate is due to the addition of new mining graphics cards. Likewise, a decline in the global hash rate must be due to mining cards being removed from the pool.What remains is to estimate the mix of cards being purchased by miners. Starting at the launch of the RTX 30 series, I assume that only the RTX 30 series and the RX 6000 series cards were added during the period of Nvidia's fiscal 2021 Q3 (ending 10/25/20) to Nvidia's fiscal 2023 Q1 (ending 5/1/22).I estimate the mix of GPU models based on calculating the card hash rate divided by the list price. This just assumes that cards that offer more \"bang for the buck\" would be preferred by miners and have a higher market share. I give the approximate market share in the relative weighting factors given in the table below:Mark HibbenThe estimated chip price is pegged at 60% of the list price. The hash rates are somewhat algorithm dependent and are drawn from multiple sources, such as Minerstat. The Nvidia CMP 30HX was a special purpose mining GPU for which Nvidia reported income separately. Since this reporting provided the best way to estimate CMP 30HX unit sales, it isn't included in the weighting calculations.The change in hash rate from quarter to quarter scales the total number of cards added, while the weighting factors provide a means to calculate total sales of each model. The table below summarizes the calculations of the numbers of cards added per quarter and the estimated revenue from those cards:Mark HibbenOver the time period shown above, I estimate that about 11 million graphics cards were added to the mining pool, not counting the CMP cards, which are tallied separately. In fiscal 2022 Q2, so many CMP cards were added, that I calculated there was actually a reduction in conventional GPUs in the mining pool. Thus, no gaming GPUs are estimated to have been added for the quarter.The contribution of crypto to the Nvidia Gaming segment revenue is estimated to have never been higher than about 26%, and averages over the period to be 14.72%.The chart below summarizes the quarterly revenue for Nvidia and AMD due to crypto:Mark HibbenOne question that I can't resolve is what happened to the GPUs that were taken out of the pool due to the influx of the CMP cards in the Nvidia fiscal 2022 Q2 quarter. Were they subsequently put back into the pool or were they replaced with newer cards? For this analysis, I just assume they were replaced with newer cards.Investor TakeawaysThere appears to be a segment of the investor community that believes that Nvidia's enormous success with the RTX 30 series is somehow a fluke and an artifact of crypto mining demand. The above analysis shows that this is highly implausible, if not impossible.Even in Nvidia's fiscal 2022 Q2, when we would expect crypto demand to be minimal based on hash rate growth and sales of CMP chips, Nvidia's gaming segment revenue grew by a phenomenal 85% y/y.The crypto dependency thesis is also undermined by the Steam Hardware Survey. The top 20 of the most modern DirectX 12 GPUs by Steam usage share is dominated by Nvidia graphics cards, many of which are RTX 20 and 30 series:SteamSource: SteamPowered.Even as crypto GPU demand has dropped off in fiscal 2023 Q1, Gaming segment revenue growth has continued to be strong, at 31% y/y. The removal of crypto demand hasn't gutted the market for Nvidia graphics cards. It has simply allowed gamers and other PC users to finally buy RTX 30 cards at the list price.Future demand is certainly clouded by the impending switch of Ethereum to a different approach to processing transactions and securing the block chain. Current Ethereum miners will be left out in the cold, and the roughly 15 million mining cards will be flushed into the used market.This switch, referred to as \"the merge\" could happen as soon as August, although this is very much in doubt. If and when it does, there will certainly be a glut in the used graphics card market, and this can be expected to depress new card sales as well.However, these cards will not be considered very desirable. Mining graphics cards are flogged to within an inch of their lives, and sometimes beyond. Used mining cards are not a good value.Furthermore, Nvidia is about to unleash its RTX 40 series, and these will likely be more attractive than used cards one or two generations old. Keep in mind that while 15 million mining cards seems like a lot, it's only about what Nvidia sells in a couple of quarters. So, any glut that occurs will likely only last a few quarters.While Nvidia's Gaming segment is still very important in terms of revenue, investors should keep in mind that last quarter Data Center revenue exceeded Gaming revenue for the first time ever. Nvidia's multiple growth opportunities include high performance computing, AI, and autonomous vehicles.Rather than fearing the end of Ethereum fueled demand, Nvidia investors should look forward to the time when things get back to \"normal\" and Nvidia can better serve its loyal gaming customers. I remain long Nvidia and rate it a Hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863619961,"gmtCreate":1632384883553,"gmtModify":1676530769066,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"Nice. [666]&nbsp;","listText":"Nice. [666]&nbsp;","text":"Nice. [666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/863619961","repostId":"1145961201","repostType":4,"repost":{"id":"1145961201","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":1632384397,"share":"https://ttm.financial/m/news/1145961201?lang=&edition=full_marsco","pubTime":"2021-09-23 16:06","market":"us","language":"en","title":"BlackBerry jumped over 6% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1145961201","media":"Tiger Newspress","summary":"(Sept 23) BlackBerry jumped over 6% in premarket trading. BlackBerry EPS beats by $0.01, beats on re","content":"<p>(Sept 23)&nbsp;<a href=\"https://laohu8.com/S/BB\">BlackBerry</a> jumped over 6% in premarket trading.&nbsp;<a href=\"https://laohu8.com/S/BB\">BlackBerry</a> EPS beats by $0.01, beats on revenue.</p>\n<p><img src=\"https://static.tigerbbs.com/d28b69e5d1b1519e607d1a6677c5fa40\" tg-width=\"960\" tg-height=\"570\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>BlackBerry: Q2 Non-GAAP EPS of -$0.06beats by $0.01; GAAP EPS of -$0.25misses by $0.12.</li>\n <li>Revenue of $175M (-32.4% Y/Y)beats by $10.72M.</li>\n <li>Non-GAAP gross margin was&nbsp;64.6% vs. 77.2% Y/Y, consensus of&nbsp;&nbsp;64.8%.</li>\n <li><a href=\"https://laohu8.com/S/TSS\">Total</a> cash, cash equivalents, short-term and long-term investments were $772 million.</li>\n <li>\"Revenue for all businesses beat expectations this quarter.&nbsp; The Cyber Security business unit delivered robust sequential billings and revenue growth and the IoT business unit performed well in the face of global chip shortage pressures,\" said&nbsp;John Chen, Executive Chairman &amp; CEO.</li>\n</ul>\n<p><b>Outlook:</b>BlackBerry will provide fiscal year 2022 outlook in connection with the quarterly earnings announcement on its earningsconference call.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BlackBerry jumped over 6% in premarket trading</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\">\nBlackBerry jumped over 6% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-23 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Sept 23)&nbsp;<a href=\"https://laohu8.com/S/BB\">BlackBerry</a> jumped over 6% in premarket trading.&nbsp;<a href=\"https://laohu8.com/S/BB\">BlackBerry</a> EPS beats by $0.01, beats on revenue.</p>\n<p><img src=\"https://static.tigerbbs.com/d28b69e5d1b1519e607d1a6677c5fa40\" tg-width=\"960\" tg-height=\"570\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>BlackBerry: Q2 Non-GAAP EPS of -$0.06beats by $0.01; GAAP EPS of -$0.25misses by $0.12.</li>\n <li>Revenue of $175M (-32.4% Y/Y)beats by $10.72M.</li>\n <li>Non-GAAP gross margin was&nbsp;64.6% vs. 77.2% Y/Y, consensus of&nbsp;&nbsp;64.8%.</li>\n <li><a href=\"https://laohu8.com/S/TSS\">Total</a> cash, cash equivalents, short-term and long-term investments were $772 million.</li>\n <li>\"Revenue for all businesses beat expectations this quarter.&nbsp; The Cyber Security business unit delivered robust sequential billings and revenue growth and the IoT business unit performed well in the face of global chip shortage pressures,\" said&nbsp;John Chen, Executive Chairman &amp; CEO.</li>\n</ul>\n<p><b>Outlook:</b>BlackBerry will provide fiscal year 2022 outlook in connection with the quarterly earnings announcement on its earningsconference call.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145961201","content_text":"(Sept 23) BlackBerry jumped over 6% in premarket trading. BlackBerry EPS beats by $0.01, beats on revenue.\n\n\nBlackBerry: Q2 Non-GAAP EPS of -$0.06beats by $0.01; GAAP EPS of -$0.25misses by $0.12.\nRevenue of $175M (-32.4% Y/Y)beats by $10.72M.\nNon-GAAP gross margin was 64.6% vs. 77.2% Y/Y, consensus of  64.8%.\nTotal cash, cash equivalents, short-term and long-term investments were $772 million.\n\"Revenue for all businesses beat expectations this quarter.  The Cyber Security business unit delivered robust sequential billings and revenue growth and the IoT business unit performed well in the face of global chip shortage pressures,\" said John Chen, Executive Chairman & CEO.\n\nOutlook:BlackBerry will provide fiscal year 2022 outlook in connection with the quarterly earnings announcement on its earningsconference call.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884250860,"gmtCreate":1631896562050,"gmtModify":1676530665731,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"Nice [Cool]&nbsp;","listText":"Nice [Cool]&nbsp;","text":"Nice [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/884250860","repostId":"1172069384","repostType":4,"repost":{"id":"1172069384","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":1631888749,"share":"https://ttm.financial/m/news/1172069384?lang=&edition=full_marsco","pubTime":"2021-09-17 22:25","market":"us","language":"en","title":"Zoom Video Stock rose 2% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1172069384","media":"Tiger Newspress","summary":"Zoom Video Stock rose 2% in morning trading on report ISS urged Five9 holders to reject takeover bid","content":"<p>Zoom Video Stock rose 2% in morning trading&nbsp;on report ISS urged Five9 holders to reject takeover bid.</p>\n<p><img src=\"https://static.tigerbbs.com/0848666fe26a30e300c95e7d49279fb1\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>Proxy advisory firm Institutional Shareholder Services on Friday recommended a vote by shareholders against&nbsp;Zoom&nbsp;Video Communications Inc's $14.7 billion deal for cloud-based call center operator&nbsp;Five9 Inc, citing growth concerns.</p>\n<p>Though the combined company will have access to a larger market,ISS&nbsp;said, \"The all-stock deal exposes Five9 shareholders to a more volatile stock whose growth prospects have become less compelling as society inches towards a post-pandemic environment.\"</p>\n<p>Since the deal was announced on July 18, Zoom shares have lost more than 20% of their value, while Five9 has dipped about 5%.</p>\n<p>A pandemic winner whose shares had surged nearly 396% last year, Zoom struck its largest-ever acquisition for Five9 in a bid to expand beyond its core video-conferencing services.</p>\n<p>The company earlier this month announced improvements and expansions to its services that included event lobbies, chat, networking in the hope that consumers will continue to use its platform for remote-working.</p>\n<p>However, ISS said the new additions failed to assuage shareholder concerns of continued business churn, while Five9's prospects have improved since the acquisition was announced and could attract more bidders if the deal falls apart.</p>\n<p>Zoom and Five9 were not immediately available for a comment.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Video Stock rose 2% in morning trading</title>\n<style 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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\">\nZoom Video Stock rose 2% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-17 22:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Zoom Video Stock rose 2% in morning trading&nbsp;on report ISS urged Five9 holders to reject takeover bid.</p>\n<p><img src=\"https://static.tigerbbs.com/0848666fe26a30e300c95e7d49279fb1\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>Proxy advisory firm Institutional Shareholder Services on Friday recommended a vote by shareholders against&nbsp;Zoom&nbsp;Video Communications Inc's $14.7 billion deal for cloud-based call center operator&nbsp;Five9 Inc, citing growth concerns.</p>\n<p>Though the combined company will have access to a larger market,ISS&nbsp;said, \"The all-stock deal exposes Five9 shareholders to a more volatile stock whose growth prospects have become less compelling as society inches towards a post-pandemic environment.\"</p>\n<p>Since the deal was announced on July 18, Zoom shares have lost more than 20% of their value, while Five9 has dipped about 5%.</p>\n<p>A pandemic winner whose shares had surged nearly 396% last year, Zoom struck its largest-ever acquisition for Five9 in a bid to expand beyond its core video-conferencing services.</p>\n<p>The company earlier this month announced improvements and expansions to its services that included event lobbies, chat, networking in the hope that consumers will continue to use its platform for remote-working.</p>\n<p>However, ISS said the new additions failed to assuage shareholder concerns of continued business churn, while Five9's prospects have improved since the acquisition was announced and could attract more bidders if the deal falls apart.</p>\n<p>Zoom and Five9 were not immediately available for a comment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172069384","content_text":"Zoom Video Stock rose 2% in morning trading on report ISS urged Five9 holders to reject takeover bid.\n\nProxy advisory firm Institutional Shareholder Services on Friday recommended a vote by shareholders against Zoom Video Communications Inc's $14.7 billion deal for cloud-based call center operator Five9 Inc, citing growth concerns.\nThough the combined company will have access to a larger market,ISS said, \"The all-stock deal exposes Five9 shareholders to a more volatile stock whose growth prospects have become less compelling as society inches towards a post-pandemic environment.\"\nSince the deal was announced on July 18, Zoom shares have lost more than 20% of their value, while Five9 has dipped about 5%.\nA pandemic winner whose shares had surged nearly 396% last year, Zoom struck its largest-ever acquisition for Five9 in a bid to expand beyond its core video-conferencing services.\nThe company earlier this month announced improvements and expansions to its services that included event lobbies, chat, networking in the hope that consumers will continue to use its platform for remote-working.\nHowever, ISS said the new additions failed to assuage shareholder concerns of continued business churn, while Five9's prospects have improved since the acquisition was announced and could attract more bidders if the deal falls apart.\nZoom and Five9 were not immediately available for a comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894482143,"gmtCreate":1628848041782,"gmtModify":1676529873764,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"At least it show improvement and accepting Bitcoin might bring bigger gain in future.&nbsp;","listText":"At least it show improvement and accepting Bitcoin might bring bigger gain in future.&nbsp;","text":"At least it show improvement and accepting Bitcoin might bring bigger gain in future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894482143","repostId":"1100581820","repostType":4,"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189096435,"gmtCreate":1623230913227,"gmtModify":1704198859176,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/189096435","repostId":"1154263782","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554972708514401","authorId":"3554972708514401","name":"Cryotan","avatar":"https://static.tigerbbs.com/5ab7d3628b8e23ea65343104b97a132c","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3554972708514401","idStr":"3554972708514401"},"content":"please comment","text":"please comment","html":"please comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115858266,"gmtCreate":1622976127155,"gmtModify":1704193994522,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"This is a trend which hedge fund underestimated them.[Onlooker]&nbsp;","listText":"This is a trend which hedge fund underestimated them.[Onlooker]&nbsp;","text":"This is a trend which hedge fund underestimated them.[Onlooker]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/115858266","repostId":"1128534499","repostType":4,"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112997405,"gmtCreate":1622841502307,"gmtModify":1704192148858,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"Blue chip company[Spurting]&nbsp;","listText":"Blue chip company[Spurting]&nbsp;","text":"Blue chip company[Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/112997405","repostId":"1105681635","repostType":4,"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571345352614779","authorId":"3571345352614779","name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3571345352614779","idStr":"3571345352614779"},"content":"Like & Comment Please. Thank You Very Much.","text":"Like & Comment Please. Thank You Very Much.","html":"Like & Comment Please. Thank You Very Much."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347752225,"gmtCreate":1618532664067,"gmtModify":1704712264054,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/347752225","repostId":"2127885098","repostType":4,"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183094151,"gmtCreate":1623292573873,"gmtModify":1704200231862,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"Why see it as threat and not opportunities?[Grin]&nbsp;","listText":"Why see it as threat and not opportunities?[Grin]&nbsp;","text":"Why see it as threat and not opportunities?[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/183094151","repostId":"1129784455","repostType":4,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579391265651951","authorId":"3579391265651951","name":"CharlesKing","avatar":"https://static.tigerbbs.com/d8fbdcf3295ba7f84c1f2205610ea968","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3579391265651951","idStr":"3579391265651951"},"content":"Please Respond on my comment Thank You????","text":"Please Respond on my comment Thank You????","html":"Please Respond on my comment Thank You????"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133535286,"gmtCreate":1621766423745,"gmtModify":1704362217907,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"Bank is a good investment&nbsp;","listText":"Bank is a good investment&nbsp;","text":"Bank is a good investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/133535286","repostId":"2137906121","repostType":4,"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192351218,"gmtCreate":1621150144934,"gmtModify":1704353417885,"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580473686930895","idStr":"3580473686930895"},"themes":[],"htmlText":"Comment please. Thank you","listText":"Comment please. Thank you","text":"Comment please. 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