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2021-06-08

It's a matter of time

Sorry, the original content has been removed

2021-06-28

Is Li good?

EV Stocks surged in Monday morning trading

2021-06-06

Seems risky

AMC and Other Meme Stocks Boom Again. What Will Erupt Next?

2021-06-06

Like

Nio Begins Prepping For Nio Day 2021: What We Know So Far

2021-05-29

Wonder how china will do

Nissan to set up EV battery plants in Japan, Britain - Nikkei

2021-05-26

Impressive. Like

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2021-06-12

Like pls

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2021-05-28

Interesting move

Apple's First Data Center In China To Store Local Data Begins Operations Amid Controversy

2021-05-25

I think it may work though

Dump Nio And Buy Tesla, Says Cramer

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Li good?","listText":"Is Li good?","text":"Is Li good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/150832446","repostId":"1161791117","repostType":4,"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186586276,"gmtCreate":1623510902895,"gmtModify":1704205330702,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186586276","repostId":"2142020213","repostType":4,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180088775,"gmtCreate":1623164415397,"gmtModify":1704197521362,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"It's a matter of time","listText":"It's a matter of time","text":"It's a matter of time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/180088775","repostId":"1180364832","repostType":4,"repost":{"id":"1180364832","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":1623163658,"share":"https://ttm.financial/m/news/1180364832?lang=&edition=fundamental","pubTime":"2021-06-08 22:47","market":"us","language":"en","title":"Most of semiconductor stocks fell in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1180364832","media":"Tiger Newspress","summary":"(June 8) Most of semiconductor stocks fell in morning trading.Semiconductor Stocks Face Up To Chip S","content":"<p>(June 8)&nbsp;Most of semiconductor stocks fell in morning trading.</p><p><img src=\"https://static.tigerbbs.com/e7a7d1aab895ef31d8963de9f76378a0\" tg-width=\"326\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p><b>Semiconductor Stocks Face Up To Chip Shortage As U.S. Government Plots Investments</b></p><p>The global chip shortage has disrupted manufacturing of everything from cars and washing machines to smartphones and toys just as industries struggle to recover from the pandemic slump. Supply chain problems could start to ease by next year, but semiconductor stocks will feel the geopolitical ripples much longer, experts say. And the imbalance is creating new winners, some losers and added cyclical risk.</p><p>The chip shortage has sparked calls on Capitol Hill to reinvigorate domestic semiconductor manufacturing, with bipartisan support for $50 billion in federal aid to the industry.</p><p>During the virtual Computex trade show May 31,<b>Intel</b>(INTC) Chief Executive Pat Gelsinger said the global semiconductor shortage could take \"a couple of years\" to resolve.</p><p>A \"cycle of explosive growth in semiconductors\" has placed huge strain on supply chains ranging from automobiles to personal computers, Gelsinger said. \"But while the industry has taken steps to address near-term constraints, it could still take a couple of years for the ecosystem to address shortages of foundry capacity, substrates and components.\"</p><p><b>Semiconductor Stocks: Impact On Automakers</b></p><p>Chip shortages were the topic du jour duringfirst-quarter corporate earnings season. Investors in semiconductor stocks paid close attention to the commentary.</p><p><b>Tesla</b>(TSLA) Chief Executive Elon Musk called the chip shortage \"a huge problem\" during the electric-car maker's Q1 conference call with analysts.Tesla stockbacked off sharply following the report.</p><p><b>Ford</b>(F) CEO Jim Farley said the semiconductor shortage and impact to car production \"will get worse before it gets better.\" He predicted that the second quarter will be the trough for the year.Ford stockdropped 9% following the earnings call.</p><p>\"The global semiconductor shortage reduced our planned Q1 volume by about 17%, or 200,000 units,\" Farley said. \"We now expect to lose about 50% of our planned Q2 production.\"</p><p><b>General Motors</b>(GM) Chief Financial Officer Paul Jacobson said GM also expects the largest production disruptions from the chip shortages to occur in the June-ending quarter.</p><p>Many automakers have had to shut down factories amid the chip shortages. Modern cars use semiconductors in everything from anti-lock brakes and air bags to in-dash displays.</p><p>Semiconductor Stocks Hit By Texas Freeze</p><p>In addition to automakers, companies citing a negative impact of component shortages in the first quarter included PC makers<b>Apple</b>(AAPL),<b>Dell Technologies</b>(DELL) and<b>HP</b>(HPQ).</p><p>Others affected included game console makers<b>Nintendo</b>(NTDOY) and<b>Sony</b>(SNE), enterprise headset vendor<b>Poly</b>(POLY) and Roomba robotic vacuum cleaner maker<b>iRobot</b>(IRBT), to name a few.</p><p>The chip shortages are mostly for semiconductors made using older process technologies. These include basic components such as power management chips, display controllers, microprocessors and analog chips.</p><p>Manufacturers of these chips were hit with an unprecedented number of orders after the economy sprang back faster than expected following disruptions from the Covid-19 pandemic. The situation was further aggravated by an ice storm in Texas in February that caused three chip fabrication plants, or fabs, to shut down and a fire in April at a Renesas Electronics fab.</p><p>Japan's Renesas is one of the largest suppliers of automotive chips. Among semiconductor stocks, other top auto chip suppliers include Germany's Infineon,<b>NXP Semiconductors</b>(NXPI),<b>ON Semiconductor</b>(ON),<b>STMicroelectronics</b>(STM) and<b>Texas Instruments</b>(TXN).</p><p><b>A Dearth Of Low-End Chips</b></p><p>The chips in short supply are mostly those made at trailing-edge 28-nanometer and larger process nodes. Transistor dimensions on chips are measured in nanometers, which are one-billionth of a meter. Cutting-edge chips, such as central processing units and graphics processors, employ circuit lines separated by as little as 5 nanometers.</p><p>\"A couple of years ago, nobody was even talking about these older nodes,\" said Bharat Kapoor, lead partner, Americas, in the high-tech practice of global strategy and management consulting firm Kearney. \"Everybody was talking about cutting-edge 7 nanometer, 5 nanometer, 3 nanometer, etc. But the narrative has changed.\"</p><p>Even the latest gadgets, such as 5G smartphones, need chips made with older technologies. But expanding production capacity is difficult when the equipment is often 10 years old or older.</p><p>\"Frankly a lot of the equipment just isn't made anymore,\" said Robert Maire, president of consulting firm Semiconductor Advisors. Many companies in the U.S. and Europe have sold their older chip-gear equipment to entities in China, Maire said.</p><p><b>Erosion Of U.S. Manufacturing</b></p><p>For the industry and its customers, the near-term issue is a shortage of trailing-edge chips. Meanwhile, U.S. politicians have focused on bringing home production of leading-edge semiconductors — a segment where the shortage situation is much less pronounced. In this segment, the U.S. chip industry has lost its manufacturing lead to foundries Samsung in South Korea, and<b>Taiwan Semiconductor Manufacturing Co.</b>(TSM), known as TSMC.</p><p>Overall, the U.S. share of global semiconductor manufacturing capacity has eroded from 37% in 1990 to 12% today, according to the Semiconductor Industry Association. Some 75% of the world's chip manufacturing capacity is now concentrated in East Asia.</p><p><img src=\"https://static.tigerbbs.com/131430ec1390d91b6db58aef501b8bfa\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\">U.S. legislators have framed the loss of semiconductor manufacturing expertise to Asia as a national security issue. They don't want U.S. defense contractors reliant on foreign-made semiconductors. Also worrisome is the fact that chips for artificial intelligence and supercomputers designed by U.S. firms<b>Advanced Micro Devices</b>(AMD) and<b>Nvidia</b>(NVDA) are being made by TSMC in Taiwan.</p><p>\"It is very much a national security issue,\" Maire said. \"All of today's defense and intelligence systems are based on semiconductors — from missiles to satellites to GPS to intelligence gathering and facial recognition.\"</p><p><b>The CHIPS For America Act</b></p><p>The loss of semiconductor manufacturing prowess is \"an existential threat to the U.S.,\" Maire said. \"We've let that capability go. Apple,<b>Qualcomm</b>(QCOM), Nvidia, AMD are all reliant on a country that is a short boat ride from China. So, the economy would come to a screeching halt if there was a problem with Taiwan right now.\"</p><p>The biggest concern is China trying to exert control over what it considers a runaway province.</p><p>Legislation called the CHIPS (Creating Helpful Incentives to Produce Semiconductors) for America Act was enacted in January as part of the annual U.S. defense bill. It authorized federal investments in domestic chip manufacturing and research. But it didn't include funding for those provisions.</p><p>Another piece of legislation, the U.S. Innovation and Competition Act, includes $50 billion in funding for the semiconductor provisions in the CHIPS for America Act. The Senate may act on that bill during the week of June 7, when it returns from recess. The industry hopes President Joe Biden can sign the final bill into law before the August recess.</p><p>\"There's a broad consensus in Washington that this is a priority,\" said John Neuffer, chief executive of the Semiconductor Industry Association. The bill currently would provide $40 billion in grants for semiconductor manufacturing projects and $10 billion in research funding.</p><p>Tech industry leaders Apple,<b>Microsoft</b>(MSFT),<b>Alphabet</b>(GOOGL) and<b>Amazon</b>(AMZN) have joined a coalition to lobby the U.S. government to fund additional domestic chip production capacity. The group, called the Semiconductors in America Coalition, also includes chipmakers, computer manufacturers and telecom firms.</p><p><b>Intel, Samsung Pursue Incentives</b></p><p>Meanwhile, Europe also is seeking to bolster its homegrown chipmaking.</p><p>Intel has been pushing hard for government assistance to build new chip factories in the U.S. In March,Intel announced plans to spend $20 billion to build two semiconductor fabsin Arizona. In May, the company said it would invest $3.5 billion to equip its New Mexico operations to make advanced semiconductor packaging technologies.</p><p>\"Intel clearly has its hand out,\" Maire said. Critics accuse Intel of chasing corporate welfare to make up for its own business missteps.Intel stockis attempting to rebound after falling off sharply in early April.</p><p>Meanwhile,TSMC in April pledged to spend $100 billionover the next three years to boost its capacity. Plans include a new advanced chip plant in Arizona.</p><p>And South Korea's Samsung has earmarked $116 billion in investment by 2030 to diversify its chip production. In January, The Wall Street Journal reported the company was considering investing as much as $17 billion in a U.S. chipmaking plant and was scouting locations in Arizona, Texas and New York.</p><p>An important factor in the decision is the potential incentive offered by the U.S. government, vs. those offered by competing countries.</p><p>\"The reality is that when it comes to chip manufacturing, we are not operating on a level playing field,\" SIA's Neuffer said. \"All other major chip-manufacturing countries offer significant manufacturing incentives. We don't. What this CHIPS (CHIPS for America Act) funding would do is make America an attractive place again to manufacture chips.\"</p><p>Privately held GlobalFoundries, based in Malta, N.Y., is capitalizing on the interest in chip manufacturing from another angle. The company is planning an initial public offering valued at about $30 billion.</p><p><b>Semiconductor Stocks: Equipment Makers</b></p><p>All that spending is good news for semiconductor equipment suppliers. Some of the best-performing semiconductor stocks lately belong to chip-gear vendors.</p><p>IBD's semiconductor equipment industry group currently ranks No. 60 out of197 industry groups tracked by IBD. Collectively, the 32-stock group has gained 30% for the year through Thursday.</p><p><img src=\"https://static.tigerbbs.com/3d4237206fd921347313daaaed2ceb22\" tg-width=\"852\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p>Top stocks in the chip equipment group are trading near record highs, such as<b>Applied Materials</b>(AMAT), Netherlands-based<b>ASML Holding</b>(ASML) and<b>Lam Research</b>(LRCX). All are likely to benefit from heightened capital investments by chipmakers.</p><p>Lam Research andApplied Materials stockare both trading above key levels of support, and below buy points invalid bases. Any positive news regarding the general chip environment could trigger breakouts. Chip designer Nvidia isextendedafter a late-May breakout.</p><p>Applied Materials, ASML Holding and Nvidia areIBD Leaderboard stocks.&nbsp;Applied Materials is also onIBD's SwingTrader&nbsp;line up. In addition, ASML Holding and Nvidia are on theIBD 50 list.</p><p><img src=\"https://static.tigerbbs.com/21ff801d6e29d428f9cd461a1cc48526\" tg-width=\"871\" tg-height=\"445\" referrerpolicy=\"no-referrer\">Semiconductor stocks analyst C.J. Muse with Evercore ISI said the market for wafer fabrication equipment \"will remain elevated for some time.\" That suggests \"a runway for equipment stocks to continue to move higher,\" he said in a June 1 report. He namedApplied Materials, ASML and Lam Research as \"top picks.\"</p><p><b>Fixing The Chip Shortage</b></p><p>But building fabs is a long-term play. It takes at least two years to build and equip a semiconductor fab.</p><p>The U.S. still leads the world in designing semiconductors but has outsourced chip production to lower-cost countries. If the U.S. wants to onshore chip production it will need not only wafer fabs, but facilities that can turn those raw wafers into final products, Maire said.</p><p>That means plants for cutting wafers and packaging individual chips so they're ready to go on circuit boards.</p><p>\"You have to look at it from a supply resiliency perspective,\" Kapoor said. \"Having some meaningful chip production in the U.S. is imperative.\"</p><p>Research firm Gartner says the current chip shortage will persist through 2021. Supply should recover to normal levels by the second quarter of 2022 as existing capacity catches up with demand, Gartner said.</p><p>Despite the shortage, World Semiconductor Trade Statistics forecasts global semiconductor sales will grow 10.9% in 2021 to $488 billion. Last year, chip sales rebounded from both a cyclical downturn and the pandemic to increase 6.8% to $440 billion. That compares with a 12.1% decline in 2019 and a 13.7% increase in 2018.</p><p><b>Cyclical Nature Of Semiconductor Stocks</b></p><p>Chips are traditionally a brutally cyclical industry. Susquehanna Financial Group analyst Chris Rolland is concerned that reactions to the current chip shortage will lead the industry straight back into an oversupply scenario. In a May 18 note to clients, he said chip lead times — the gap between ordering a chip and taking delivery — increased to 17 weeks in April.</p><p>\"Elevated lead times often compel 'bad behavior' at customers, including inventory accumulation, safety stock building and double ordering,\" Rolland said. \"These trends may have spurred a semiconductor industry in the early stages of over-shipment above true customer demand.\"</p><p>For semiconductor stocks, thechip shortage situationhasn't been a boon. While chipmakers have been able to raise prices, their revenue upside has been capped by capacity constraints.</p><p>In addition to chip equipment makers, IBD covers two other chip industry segments. The semiconductor manufacturing industry group, led by Intel and Taiwan Semiconductor, ranked a weak No. 161 out of 197 groups. And IBD's fabless chipmaker group, made up of chip designers such as Nvidia, Qualcomm and AMD, ranked No. 163.</p><p>For the year to date through Thursday, the manufacturers group had a gain of 12.2%. The fabless group was up 7.7%.</p><p></p><p></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>Most of semiconductor stocks fell in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMost of semiconductor stocks fell 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\">2021-06-08 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 8)&nbsp;Most of semiconductor stocks fell in morning trading.</p><p><img src=\"https://static.tigerbbs.com/e7a7d1aab895ef31d8963de9f76378a0\" tg-width=\"326\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p><b>Semiconductor Stocks Face Up To Chip Shortage As U.S. Government Plots Investments</b></p><p>The global chip shortage has disrupted manufacturing of everything from cars and washing machines to smartphones and toys just as industries struggle to recover from the pandemic slump. Supply chain problems could start to ease by next year, but semiconductor stocks will feel the geopolitical ripples much longer, experts say. And the imbalance is creating new winners, some losers and added cyclical risk.</p><p>The chip shortage has sparked calls on Capitol Hill to reinvigorate domestic semiconductor manufacturing, with bipartisan support for $50 billion in federal aid to the industry.</p><p>During the virtual Computex trade show May 31,<b>Intel</b>(INTC) Chief Executive Pat Gelsinger said the global semiconductor shortage could take \"a couple of years\" to resolve.</p><p>A \"cycle of explosive growth in semiconductors\" has placed huge strain on supply chains ranging from automobiles to personal computers, Gelsinger said. \"But while the industry has taken steps to address near-term constraints, it could still take a couple of years for the ecosystem to address shortages of foundry capacity, substrates and components.\"</p><p><b>Semiconductor Stocks: Impact On Automakers</b></p><p>Chip shortages were the topic du jour duringfirst-quarter corporate earnings season. Investors in semiconductor stocks paid close attention to the commentary.</p><p><b>Tesla</b>(TSLA) Chief Executive Elon Musk called the chip shortage \"a huge problem\" during the electric-car maker's Q1 conference call with analysts.Tesla stockbacked off sharply following the report.</p><p><b>Ford</b>(F) CEO Jim Farley said the semiconductor shortage and impact to car production \"will get worse before it gets better.\" He predicted that the second quarter will be the trough for the year.Ford stockdropped 9% following the earnings call.</p><p>\"The global semiconductor shortage reduced our planned Q1 volume by about 17%, or 200,000 units,\" Farley said. \"We now expect to lose about 50% of our planned Q2 production.\"</p><p><b>General Motors</b>(GM) Chief Financial Officer Paul Jacobson said GM also expects the largest production disruptions from the chip shortages to occur in the June-ending quarter.</p><p>Many automakers have had to shut down factories amid the chip shortages. Modern cars use semiconductors in everything from anti-lock brakes and air bags to in-dash displays.</p><p>Semiconductor Stocks Hit By Texas Freeze</p><p>In addition to automakers, companies citing a negative impact of component shortages in the first quarter included PC makers<b>Apple</b>(AAPL),<b>Dell Technologies</b>(DELL) and<b>HP</b>(HPQ).</p><p>Others affected included game console makers<b>Nintendo</b>(NTDOY) and<b>Sony</b>(SNE), enterprise headset vendor<b>Poly</b>(POLY) and Roomba robotic vacuum cleaner maker<b>iRobot</b>(IRBT), to name a few.</p><p>The chip shortages are mostly for semiconductors made using older process technologies. These include basic components such as power management chips, display controllers, microprocessors and analog chips.</p><p>Manufacturers of these chips were hit with an unprecedented number of orders after the economy sprang back faster than expected following disruptions from the Covid-19 pandemic. The situation was further aggravated by an ice storm in Texas in February that caused three chip fabrication plants, or fabs, to shut down and a fire in April at a Renesas Electronics fab.</p><p>Japan's Renesas is one of the largest suppliers of automotive chips. Among semiconductor stocks, other top auto chip suppliers include Germany's Infineon,<b>NXP Semiconductors</b>(NXPI),<b>ON Semiconductor</b>(ON),<b>STMicroelectronics</b>(STM) and<b>Texas Instruments</b>(TXN).</p><p><b>A Dearth Of Low-End Chips</b></p><p>The chips in short supply are mostly those made at trailing-edge 28-nanometer and larger process nodes. Transistor dimensions on chips are measured in nanometers, which are one-billionth of a meter. Cutting-edge chips, such as central processing units and graphics processors, employ circuit lines separated by as little as 5 nanometers.</p><p>\"A couple of years ago, nobody was even talking about these older nodes,\" said Bharat Kapoor, lead partner, Americas, in the high-tech practice of global strategy and management consulting firm Kearney. \"Everybody was talking about cutting-edge 7 nanometer, 5 nanometer, 3 nanometer, etc. But the narrative has changed.\"</p><p>Even the latest gadgets, such as 5G smartphones, need chips made with older technologies. But expanding production capacity is difficult when the equipment is often 10 years old or older.</p><p>\"Frankly a lot of the equipment just isn't made anymore,\" said Robert Maire, president of consulting firm Semiconductor Advisors. Many companies in the U.S. and Europe have sold their older chip-gear equipment to entities in China, Maire said.</p><p><b>Erosion Of U.S. Manufacturing</b></p><p>For the industry and its customers, the near-term issue is a shortage of trailing-edge chips. Meanwhile, U.S. politicians have focused on bringing home production of leading-edge semiconductors — a segment where the shortage situation is much less pronounced. In this segment, the U.S. chip industry has lost its manufacturing lead to foundries Samsung in South Korea, and<b>Taiwan Semiconductor Manufacturing Co.</b>(TSM), known as TSMC.</p><p>Overall, the U.S. share of global semiconductor manufacturing capacity has eroded from 37% in 1990 to 12% today, according to the Semiconductor Industry Association. Some 75% of the world's chip manufacturing capacity is now concentrated in East Asia.</p><p><img src=\"https://static.tigerbbs.com/131430ec1390d91b6db58aef501b8bfa\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\">U.S. legislators have framed the loss of semiconductor manufacturing expertise to Asia as a national security issue. They don't want U.S. defense contractors reliant on foreign-made semiconductors. Also worrisome is the fact that chips for artificial intelligence and supercomputers designed by U.S. firms<b>Advanced Micro Devices</b>(AMD) and<b>Nvidia</b>(NVDA) are being made by TSMC in Taiwan.</p><p>\"It is very much a national security issue,\" Maire said. \"All of today's defense and intelligence systems are based on semiconductors — from missiles to satellites to GPS to intelligence gathering and facial recognition.\"</p><p><b>The CHIPS For America Act</b></p><p>The loss of semiconductor manufacturing prowess is \"an existential threat to the U.S.,\" Maire said. \"We've let that capability go. Apple,<b>Qualcomm</b>(QCOM), Nvidia, AMD are all reliant on a country that is a short boat ride from China. So, the economy would come to a screeching halt if there was a problem with Taiwan right now.\"</p><p>The biggest concern is China trying to exert control over what it considers a runaway province.</p><p>Legislation called the CHIPS (Creating Helpful Incentives to Produce Semiconductors) for America Act was enacted in January as part of the annual U.S. defense bill. It authorized federal investments in domestic chip manufacturing and research. But it didn't include funding for those provisions.</p><p>Another piece of legislation, the U.S. Innovation and Competition Act, includes $50 billion in funding for the semiconductor provisions in the CHIPS for America Act. The Senate may act on that bill during the week of June 7, when it returns from recess. The industry hopes President Joe Biden can sign the final bill into law before the August recess.</p><p>\"There's a broad consensus in Washington that this is a priority,\" said John Neuffer, chief executive of the Semiconductor Industry Association. The bill currently would provide $40 billion in grants for semiconductor manufacturing projects and $10 billion in research funding.</p><p>Tech industry leaders Apple,<b>Microsoft</b>(MSFT),<b>Alphabet</b>(GOOGL) and<b>Amazon</b>(AMZN) have joined a coalition to lobby the U.S. government to fund additional domestic chip production capacity. The group, called the Semiconductors in America Coalition, also includes chipmakers, computer manufacturers and telecom firms.</p><p><b>Intel, Samsung Pursue Incentives</b></p><p>Meanwhile, Europe also is seeking to bolster its homegrown chipmaking.</p><p>Intel has been pushing hard for government assistance to build new chip factories in the U.S. In March,Intel announced plans to spend $20 billion to build two semiconductor fabsin Arizona. In May, the company said it would invest $3.5 billion to equip its New Mexico operations to make advanced semiconductor packaging technologies.</p><p>\"Intel clearly has its hand out,\" Maire said. Critics accuse Intel of chasing corporate welfare to make up for its own business missteps.Intel stockis attempting to rebound after falling off sharply in early April.</p><p>Meanwhile,TSMC in April pledged to spend $100 billionover the next three years to boost its capacity. Plans include a new advanced chip plant in Arizona.</p><p>And South Korea's Samsung has earmarked $116 billion in investment by 2030 to diversify its chip production. In January, The Wall Street Journal reported the company was considering investing as much as $17 billion in a U.S. chipmaking plant and was scouting locations in Arizona, Texas and New York.</p><p>An important factor in the decision is the potential incentive offered by the U.S. government, vs. those offered by competing countries.</p><p>\"The reality is that when it comes to chip manufacturing, we are not operating on a level playing field,\" SIA's Neuffer said. \"All other major chip-manufacturing countries offer significant manufacturing incentives. We don't. What this CHIPS (CHIPS for America Act) funding would do is make America an attractive place again to manufacture chips.\"</p><p>Privately held GlobalFoundries, based in Malta, N.Y., is capitalizing on the interest in chip manufacturing from another angle. The company is planning an initial public offering valued at about $30 billion.</p><p><b>Semiconductor Stocks: Equipment Makers</b></p><p>All that spending is good news for semiconductor equipment suppliers. Some of the best-performing semiconductor stocks lately belong to chip-gear vendors.</p><p>IBD's semiconductor equipment industry group currently ranks No. 60 out of197 industry groups tracked by IBD. Collectively, the 32-stock group has gained 30% for the year through Thursday.</p><p><img src=\"https://static.tigerbbs.com/3d4237206fd921347313daaaed2ceb22\" tg-width=\"852\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p>Top stocks in the chip equipment group are trading near record highs, such as<b>Applied Materials</b>(AMAT), Netherlands-based<b>ASML Holding</b>(ASML) and<b>Lam Research</b>(LRCX). All are likely to benefit from heightened capital investments by chipmakers.</p><p>Lam Research andApplied Materials stockare both trading above key levels of support, and below buy points invalid bases. Any positive news regarding the general chip environment could trigger breakouts. Chip designer Nvidia isextendedafter a late-May breakout.</p><p>Applied Materials, ASML Holding and Nvidia areIBD Leaderboard stocks.&nbsp;Applied Materials is also onIBD's SwingTrader&nbsp;line up. In addition, ASML Holding and Nvidia are on theIBD 50 list.</p><p><img src=\"https://static.tigerbbs.com/21ff801d6e29d428f9cd461a1cc48526\" tg-width=\"871\" tg-height=\"445\" referrerpolicy=\"no-referrer\">Semiconductor stocks analyst C.J. Muse with Evercore ISI said the market for wafer fabrication equipment \"will remain elevated for some time.\" That suggests \"a runway for equipment stocks to continue to move higher,\" he said in a June 1 report. He namedApplied Materials, ASML and Lam Research as \"top picks.\"</p><p><b>Fixing The Chip Shortage</b></p><p>But building fabs is a long-term play. It takes at least two years to build and equip a semiconductor fab.</p><p>The U.S. still leads the world in designing semiconductors but has outsourced chip production to lower-cost countries. If the U.S. wants to onshore chip production it will need not only wafer fabs, but facilities that can turn those raw wafers into final products, Maire said.</p><p>That means plants for cutting wafers and packaging individual chips so they're ready to go on circuit boards.</p><p>\"You have to look at it from a supply resiliency perspective,\" Kapoor said. \"Having some meaningful chip production in the U.S. is imperative.\"</p><p>Research firm Gartner says the current chip shortage will persist through 2021. Supply should recover to normal levels by the second quarter of 2022 as existing capacity catches up with demand, Gartner said.</p><p>Despite the shortage, World Semiconductor Trade Statistics forecasts global semiconductor sales will grow 10.9% in 2021 to $488 billion. Last year, chip sales rebounded from both a cyclical downturn and the pandemic to increase 6.8% to $440 billion. That compares with a 12.1% decline in 2019 and a 13.7% increase in 2018.</p><p><b>Cyclical Nature Of Semiconductor Stocks</b></p><p>Chips are traditionally a brutally cyclical industry. Susquehanna Financial Group analyst Chris Rolland is concerned that reactions to the current chip shortage will lead the industry straight back into an oversupply scenario. In a May 18 note to clients, he said chip lead times — the gap between ordering a chip and taking delivery — increased to 17 weeks in April.</p><p>\"Elevated lead times often compel 'bad behavior' at customers, including inventory accumulation, safety stock building and double ordering,\" Rolland said. \"These trends may have spurred a semiconductor industry in the early stages of over-shipment above true customer demand.\"</p><p>For semiconductor stocks, thechip shortage situationhasn't been a boon. While chipmakers have been able to raise prices, their revenue upside has been capped by capacity constraints.</p><p>In addition to chip equipment makers, IBD covers two other chip industry segments. The semiconductor manufacturing industry group, led by Intel and Taiwan Semiconductor, ranked a weak No. 161 out of 197 groups. And IBD's fabless chipmaker group, made up of chip designers such as Nvidia, Qualcomm and AMD, ranked No. 163.</p><p>For the year to date through Thursday, the manufacturers group had a gain of 12.2%. The fabless group was up 7.7%.</p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","INTC":"英特尔","QCOM":"高通","SSNLF":"三星电子","TSM":"台积电","AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180364832","content_text":"(June 8) Most of semiconductor stocks fell in morning trading.Semiconductor Stocks Face Up To Chip Shortage As U.S. Government Plots InvestmentsThe global chip shortage has disrupted manufacturing of everything from cars and washing machines to smartphones and toys just as industries struggle to recover from the pandemic slump. Supply chain problems could start to ease by next year, but semiconductor stocks will feel the geopolitical ripples much longer, experts say. And the imbalance is creating new winners, some losers and added cyclical risk.The chip shortage has sparked calls on Capitol Hill to reinvigorate domestic semiconductor manufacturing, with bipartisan support for $50 billion in federal aid to the industry.During the virtual Computex trade show May 31,Intel(INTC) Chief Executive Pat Gelsinger said the global semiconductor shortage could take \"a couple of years\" to resolve.A \"cycle of explosive growth in semiconductors\" has placed huge strain on supply chains ranging from automobiles to personal computers, Gelsinger said. \"But while the industry has taken steps to address near-term constraints, it could still take a couple of years for the ecosystem to address shortages of foundry capacity, substrates and components.\"Semiconductor Stocks: Impact On AutomakersChip shortages were the topic du jour duringfirst-quarter corporate earnings season. Investors in semiconductor stocks paid close attention to the commentary.Tesla(TSLA) Chief Executive Elon Musk called the chip shortage \"a huge problem\" during the electric-car maker's Q1 conference call with analysts.Tesla stockbacked off sharply following the report.Ford(F) CEO Jim Farley said the semiconductor shortage and impact to car production \"will get worse before it gets better.\" He predicted that the second quarter will be the trough for the year.Ford stockdropped 9% following the earnings call.\"The global semiconductor shortage reduced our planned Q1 volume by about 17%, or 200,000 units,\" Farley said. \"We now expect to lose about 50% of our planned Q2 production.\"General Motors(GM) Chief Financial Officer Paul Jacobson said GM also expects the largest production disruptions from the chip shortages to occur in the June-ending quarter.Many automakers have had to shut down factories amid the chip shortages. Modern cars use semiconductors in everything from anti-lock brakes and air bags to in-dash displays.Semiconductor Stocks Hit By Texas FreezeIn addition to automakers, companies citing a negative impact of component shortages in the first quarter included PC makersApple(AAPL),Dell Technologies(DELL) andHP(HPQ).Others affected included game console makersNintendo(NTDOY) andSony(SNE), enterprise headset vendorPoly(POLY) and Roomba robotic vacuum cleaner makeriRobot(IRBT), to name a few.The chip shortages are mostly for semiconductors made using older process technologies. These include basic components such as power management chips, display controllers, microprocessors and analog chips.Manufacturers of these chips were hit with an unprecedented number of orders after the economy sprang back faster than expected following disruptions from the Covid-19 pandemic. The situation was further aggravated by an ice storm in Texas in February that caused three chip fabrication plants, or fabs, to shut down and a fire in April at a Renesas Electronics fab.Japan's Renesas is one of the largest suppliers of automotive chips. Among semiconductor stocks, other top auto chip suppliers include Germany's Infineon,NXP Semiconductors(NXPI),ON Semiconductor(ON),STMicroelectronics(STM) andTexas Instruments(TXN).A Dearth Of Low-End ChipsThe chips in short supply are mostly those made at trailing-edge 28-nanometer and larger process nodes. Transistor dimensions on chips are measured in nanometers, which are one-billionth of a meter. Cutting-edge chips, such as central processing units and graphics processors, employ circuit lines separated by as little as 5 nanometers.\"A couple of years ago, nobody was even talking about these older nodes,\" said Bharat Kapoor, lead partner, Americas, in the high-tech practice of global strategy and management consulting firm Kearney. \"Everybody was talking about cutting-edge 7 nanometer, 5 nanometer, 3 nanometer, etc. But the narrative has changed.\"Even the latest gadgets, such as 5G smartphones, need chips made with older technologies. But expanding production capacity is difficult when the equipment is often 10 years old or older.\"Frankly a lot of the equipment just isn't made anymore,\" said Robert Maire, president of consulting firm Semiconductor Advisors. Many companies in the U.S. and Europe have sold their older chip-gear equipment to entities in China, Maire said.Erosion Of U.S. ManufacturingFor the industry and its customers, the near-term issue is a shortage of trailing-edge chips. Meanwhile, U.S. politicians have focused on bringing home production of leading-edge semiconductors — a segment where the shortage situation is much less pronounced. In this segment, the U.S. chip industry has lost its manufacturing lead to foundries Samsung in South Korea, andTaiwan Semiconductor Manufacturing Co.(TSM), known as TSMC.Overall, the U.S. share of global semiconductor manufacturing capacity has eroded from 37% in 1990 to 12% today, according to the Semiconductor Industry Association. Some 75% of the world's chip manufacturing capacity is now concentrated in East Asia.U.S. legislators have framed the loss of semiconductor manufacturing expertise to Asia as a national security issue. They don't want U.S. defense contractors reliant on foreign-made semiconductors. Also worrisome is the fact that chips for artificial intelligence and supercomputers designed by U.S. firmsAdvanced Micro Devices(AMD) andNvidia(NVDA) are being made by TSMC in Taiwan.\"It is very much a national security issue,\" Maire said. \"All of today's defense and intelligence systems are based on semiconductors — from missiles to satellites to GPS to intelligence gathering and facial recognition.\"The CHIPS For America ActThe loss of semiconductor manufacturing prowess is \"an existential threat to the U.S.,\" Maire said. \"We've let that capability go. Apple,Qualcomm(QCOM), Nvidia, AMD are all reliant on a country that is a short boat ride from China. So, the economy would come to a screeching halt if there was a problem with Taiwan right now.\"The biggest concern is China trying to exert control over what it considers a runaway province.Legislation called the CHIPS (Creating Helpful Incentives to Produce Semiconductors) for America Act was enacted in January as part of the annual U.S. defense bill. It authorized federal investments in domestic chip manufacturing and research. But it didn't include funding for those provisions.Another piece of legislation, the U.S. Innovation and Competition Act, includes $50 billion in funding for the semiconductor provisions in the CHIPS for America Act. The Senate may act on that bill during the week of June 7, when it returns from recess. The industry hopes President Joe Biden can sign the final bill into law before the August recess.\"There's a broad consensus in Washington that this is a priority,\" said John Neuffer, chief executive of the Semiconductor Industry Association. The bill currently would provide $40 billion in grants for semiconductor manufacturing projects and $10 billion in research funding.Tech industry leaders Apple,Microsoft(MSFT),Alphabet(GOOGL) andAmazon(AMZN) have joined a coalition to lobby the U.S. government to fund additional domestic chip production capacity. The group, called the Semiconductors in America Coalition, also includes chipmakers, computer manufacturers and telecom firms.Intel, Samsung Pursue IncentivesMeanwhile, Europe also is seeking to bolster its homegrown chipmaking.Intel has been pushing hard for government assistance to build new chip factories in the U.S. In March,Intel announced plans to spend $20 billion to build two semiconductor fabsin Arizona. In May, the company said it would invest $3.5 billion to equip its New Mexico operations to make advanced semiconductor packaging technologies.\"Intel clearly has its hand out,\" Maire said. Critics accuse Intel of chasing corporate welfare to make up for its own business missteps.Intel stockis attempting to rebound after falling off sharply in early April.Meanwhile,TSMC in April pledged to spend $100 billionover the next three years to boost its capacity. Plans include a new advanced chip plant in Arizona.And South Korea's Samsung has earmarked $116 billion in investment by 2030 to diversify its chip production. In January, The Wall Street Journal reported the company was considering investing as much as $17 billion in a U.S. chipmaking plant and was scouting locations in Arizona, Texas and New York.An important factor in the decision is the potential incentive offered by the U.S. government, vs. those offered by competing countries.\"The reality is that when it comes to chip manufacturing, we are not operating on a level playing field,\" SIA's Neuffer said. \"All other major chip-manufacturing countries offer significant manufacturing incentives. We don't. What this CHIPS (CHIPS for America Act) funding would do is make America an attractive place again to manufacture chips.\"Privately held GlobalFoundries, based in Malta, N.Y., is capitalizing on the interest in chip manufacturing from another angle. The company is planning an initial public offering valued at about $30 billion.Semiconductor Stocks: Equipment MakersAll that spending is good news for semiconductor equipment suppliers. Some of the best-performing semiconductor stocks lately belong to chip-gear vendors.IBD's semiconductor equipment industry group currently ranks No. 60 out of197 industry groups tracked by IBD. Collectively, the 32-stock group has gained 30% for the year through Thursday.Top stocks in the chip equipment group are trading near record highs, such asApplied Materials(AMAT), Netherlands-basedASML Holding(ASML) andLam Research(LRCX). All are likely to benefit from heightened capital investments by chipmakers.Lam Research andApplied Materials stockare both trading above key levels of support, and below buy points invalid bases. Any positive news regarding the general chip environment could trigger breakouts. Chip designer Nvidia isextendedafter a late-May breakout.Applied Materials, ASML Holding and Nvidia areIBD Leaderboard stocks. Applied Materials is also onIBD's SwingTrader line up. In addition, ASML Holding and Nvidia are on theIBD 50 list.Semiconductor stocks analyst C.J. Muse with Evercore ISI said the market for wafer fabrication equipment \"will remain elevated for some time.\" That suggests \"a runway for equipment stocks to continue to move higher,\" he said in a June 1 report. He namedApplied Materials, ASML and Lam Research as \"top picks.\"Fixing The Chip ShortageBut building fabs is a long-term play. It takes at least two years to build and equip a semiconductor fab.The U.S. still leads the world in designing semiconductors but has outsourced chip production to lower-cost countries. If the U.S. wants to onshore chip production it will need not only wafer fabs, but facilities that can turn those raw wafers into final products, Maire said.That means plants for cutting wafers and packaging individual chips so they're ready to go on circuit boards.\"You have to look at it from a supply resiliency perspective,\" Kapoor said. \"Having some meaningful chip production in the U.S. is imperative.\"Research firm Gartner says the current chip shortage will persist through 2021. Supply should recover to normal levels by the second quarter of 2022 as existing capacity catches up with demand, Gartner said.Despite the shortage, World Semiconductor Trade Statistics forecasts global semiconductor sales will grow 10.9% in 2021 to $488 billion. Last year, chip sales rebounded from both a cyclical downturn and the pandemic to increase 6.8% to $440 billion. That compares with a 12.1% decline in 2019 and a 13.7% increase in 2018.Cyclical Nature Of Semiconductor StocksChips are traditionally a brutally cyclical industry. Susquehanna Financial Group analyst Chris Rolland is concerned that reactions to the current chip shortage will lead the industry straight back into an oversupply scenario. In a May 18 note to clients, he said chip lead times — the gap between ordering a chip and taking delivery — increased to 17 weeks in April.\"Elevated lead times often compel 'bad behavior' at customers, including inventory accumulation, safety stock building and double ordering,\" Rolland said. \"These trends may have spurred a semiconductor industry in the early stages of over-shipment above true customer demand.\"For semiconductor stocks, thechip shortage situationhasn't been a boon. While chipmakers have been able to raise prices, their revenue upside has been capped by capacity constraints.In addition to chip equipment makers, IBD covers two other chip industry segments. The semiconductor manufacturing industry group, led by Intel and Taiwan Semiconductor, ranked a weak No. 161 out of 197 groups. And IBD's fabless chipmaker group, made up of chip designers such as Nvidia, Qualcomm and AMD, ranked No. 163.For the year to date through Thursday, the manufacturers group had a gain of 12.2%. The fabless group was up 7.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115652598,"gmtCreate":1622989967914,"gmtModify":1704194128609,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/115652598","repostId":"1156802172","repostType":4,"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115651472,"gmtCreate":1622989645696,"gmtModify":1704194124537,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"Seems risky","listText":"Seems risky","text":"Seems risky","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/115651472","repostId":"1128534499","repostType":4,"repost":{"id":"1128534499","kind":"news","pubTimestamp":1622944841,"share":"https://ttm.financial/m/news/1128534499?lang=&edition=fundamental","pubTime":"2021-06-06 10:00","market":"us","language":"en","title":"AMC and Other Meme Stocks Boom Again. What Will Erupt Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=1128534499","media":"Barrons","summary":"Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its seco","content":"<p>Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its second madcap run-up in less than six months. As a rotary native in a digital world, I can’t hope to keep up with the young, idle, and fiscally stimulated capitalists monetizing their ability to quickly spot chat-room microtrends in off-the-radar assets. But if the Reddit and Robinhood set has started recycling old jokes, well, that’s something I know a thing or two about.</p>\n<p>All I have to do now is screen the universe of past meme gainers for ones that now look like bargains. Granted, that can be challenging in asset classes that lack cash flows and defy traditional valuation.</p>\n<p>I’ve done some early theoretical work on a Capital ASS Coin Pricing Model, named of course for&nbsp;Australian Safe Shepherd, the cryptocurrency launched in April, whose canine theme is a nod to Dogecoin, which is itself a parody of Bitcoin, and whose cheeky acronym makes it endlessly memeable.</p>\n<p>Come to think of it, if past meme trades are coming around again, maybe that’s an idea for investors seeking terrible ideas at discounted prices. ASS recently changed hands at a hundred-millionth of a cent, down from over six hundred-millionths of a cent last month. Bottom-fishing, indeed—and inflation hawks will appreciate that future supply is capped by design at 200 sextillion coins.</p>\n<p>Meme-trade sequels can be just as action-packed as the originals, as AMC (ticker: AMC) has proved. The theater chain started this year at $2 a share, and hit $20 during the&nbsp;GameStop(GME) frenzy in late January. Then, it cooled to single digits late last month, before exploding to over $70 at one point this past week. The rise this time, like last, was linked to punch-line posting on Reddit, elevated short interest ripe for squeezing, and high volume in call options.</p>\n<p>AMC has used the run-up to issue obscene amounts of new stock. There are 513 million or so shares out now, up from 104 million a year ago. The company has multiplied about 20 times in value during a pandemic that shuttered its theaters, ballooned its debt, and accelerated Hollywood’s shift toward making movies for streaming rather than big screens.</p>\n<p>True, the proceeds from those stock sales convert trading hype into real-world assets. But if that’s a sustainable investment thesis, it’s time to start bulk-buying and guzzling Schlitz to profit from the five-cent bottle deposits.</p>\n<p>To be clear, the movie theater business, while deeply challenged, is recovering by the day.<i>A Quiet Place Part II</i>took in nearly $60 million over Memorial Day weekend—a success, with or without the pandemic.</p>\n<p>Chad Beynon of Macquarie Research, sees “great value” in two theater names,Cinemark Holdings(CNK) and&nbsp;IMAX(IMAX), but not in AMC. He points out that before the pandemic, in 2019, AMC and Cinemark produced similar earnings before interest, taxes, depreciation, and amortization, or Ebitda, but that AMC recently had 10 times Cinemark’s market value.</p>\n<p>BlackBerry&nbsp;(BB) also had its second blastoff of the year this past week. It, like AMC, fits the theme of traders showing improbable levels of enthusiasm for left-behind stocks the establishment has bet against. But what’s the next forgotten meme trade that fun-seekers will clown-car into?</p>\n<p>Please don’t say Bitcoin. It’s down from a high of $63,000 in April to a recent $37,000, but Tesla chief and crypto thought leader Elon Musk this past week tweeted a pair of relationship breakup memes that made veiled reference to Bitcoin. According to my discounted hashtag flow analysis, that’s the equivalent of a double downgrade on Wall Street.</p>\n<p>Wrong-name stocks have potential, but the blue chip of the group,Zoom Technologies(ZTNO), was asked by regulators to change its ticker from ZOOM after jumping one too many times in sympathy with&nbsp;Zoom Video Communications(ZM).AMC Networks(AMCX), the television concern that’s unrelated to the theater business, is another classic, but it’s too late—it jumped 13% on Friday.</p>\n<p>For now, I have my eye on cannabis crypto, nonfungible emoji tokens, and celebrity SPACs, or special purpose acquisition companies, now that the market has sold off. Basketball’s Shaquille O’Neal is on his second one, and Shaq rhymes with SPAC, which meme-logically speaking, could be a durable competitive advantage.</p>\n<p>Investment bank UBS likes package delivery but not boxes, it seems. In a roundup this past week of its “highest-conviction picks,” the bank predicted that&nbsp;FedEx(FDX) would rise to $383 a share, which would make for a gain of 27% from recent levels, but that&nbsp;International Paper(IP) would slip to $44, for a decline of 32%.</p>\n<p>FedEx trades at 15 times projected earnings for the coming four quarters, and IP, 13 times. Thomas Wadewitz, the FedEx analyst, likes that there is tight supply and elevated demand for parcel delivery, suggesting that profit margins will rise into next year. In particular, supply-chain mayhem has left factories and retailers with too little inventory, and leaving plenty of need for business-to-business shipments.</p>\n<p>Cleve Rueckert, the analyst on IP, estimates that containerboard for boxes is oversupplied to a degree that will drag prices down 5% next year from this year. Input costs, meanwhile, are rising. Containerboard mills that are reopening or under construction could add 7% to supply. Following the pandemic e-commerce spree, demand for containerboard will rise only 1% to 1.5% a year through 2024, Rueckert reckons.</p>\n<p>IP relies on containerboard for 80% of Ebitda. China is halting imports of America’s old boxes, which could depress prices for recycled packaging that competes with containerboard.</p>\n<p>Whether recycled memes can outperform repurposed boxes remains to be seen.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC and Other Meme Stocks Boom Again. What Will Erupt Next?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC and Other Meme Stocks Boom Again. What Will Erupt Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-06 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amc-and-other-meme-stocks-boom-again-what-will-erupt-next-51622855430?mod=hp_LEAD_3_B_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its second madcap run-up in less than six months. As a rotary native in a digital world, I can’t hope to ...</p>\n\n<a href=\"https://www.barrons.com/articles/amc-and-other-meme-stocks-boom-again-what-will-erupt-next-51622855430?mod=hp_LEAD_3_B_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓","GME":"游戏驿站","AMC":"AMC院线"},"source_url":"https://www.barrons.com/articles/amc-and-other-meme-stocks-boom-again-what-will-erupt-next-51622855430?mod=hp_LEAD_3_B_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128534499","content_text":"Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its second madcap run-up in less than six months. As a rotary native in a digital world, I can’t hope to keep up with the young, idle, and fiscally stimulated capitalists monetizing their ability to quickly spot chat-room microtrends in off-the-radar assets. But if the Reddit and Robinhood set has started recycling old jokes, well, that’s something I know a thing or two about.\nAll I have to do now is screen the universe of past meme gainers for ones that now look like bargains. Granted, that can be challenging in asset classes that lack cash flows and defy traditional valuation.\nI’ve done some early theoretical work on a Capital ASS Coin Pricing Model, named of course for Australian Safe Shepherd, the cryptocurrency launched in April, whose canine theme is a nod to Dogecoin, which is itself a parody of Bitcoin, and whose cheeky acronym makes it endlessly memeable.\nCome to think of it, if past meme trades are coming around again, maybe that’s an idea for investors seeking terrible ideas at discounted prices. ASS recently changed hands at a hundred-millionth of a cent, down from over six hundred-millionths of a cent last month. Bottom-fishing, indeed—and inflation hawks will appreciate that future supply is capped by design at 200 sextillion coins.\nMeme-trade sequels can be just as action-packed as the originals, as AMC (ticker: AMC) has proved. The theater chain started this year at $2 a share, and hit $20 during the GameStop(GME) frenzy in late January. Then, it cooled to single digits late last month, before exploding to over $70 at one point this past week. The rise this time, like last, was linked to punch-line posting on Reddit, elevated short interest ripe for squeezing, and high volume in call options.\nAMC has used the run-up to issue obscene amounts of new stock. There are 513 million or so shares out now, up from 104 million a year ago. The company has multiplied about 20 times in value during a pandemic that shuttered its theaters, ballooned its debt, and accelerated Hollywood’s shift toward making movies for streaming rather than big screens.\nTrue, the proceeds from those stock sales convert trading hype into real-world assets. But if that’s a sustainable investment thesis, it’s time to start bulk-buying and guzzling Schlitz to profit from the five-cent bottle deposits.\nTo be clear, the movie theater business, while deeply challenged, is recovering by the day.A Quiet Place Part IItook in nearly $60 million over Memorial Day weekend—a success, with or without the pandemic.\nChad Beynon of Macquarie Research, sees “great value” in two theater names,Cinemark Holdings(CNK) and IMAX(IMAX), but not in AMC. He points out that before the pandemic, in 2019, AMC and Cinemark produced similar earnings before interest, taxes, depreciation, and amortization, or Ebitda, but that AMC recently had 10 times Cinemark’s market value.\nBlackBerry (BB) also had its second blastoff of the year this past week. It, like AMC, fits the theme of traders showing improbable levels of enthusiasm for left-behind stocks the establishment has bet against. But what’s the next forgotten meme trade that fun-seekers will clown-car into?\nPlease don’t say Bitcoin. It’s down from a high of $63,000 in April to a recent $37,000, but Tesla chief and crypto thought leader Elon Musk this past week tweeted a pair of relationship breakup memes that made veiled reference to Bitcoin. According to my discounted hashtag flow analysis, that’s the equivalent of a double downgrade on Wall Street.\nWrong-name stocks have potential, but the blue chip of the group,Zoom Technologies(ZTNO), was asked by regulators to change its ticker from ZOOM after jumping one too many times in sympathy with Zoom Video Communications(ZM).AMC Networks(AMCX), the television concern that’s unrelated to the theater business, is another classic, but it’s too late—it jumped 13% on Friday.\nFor now, I have my eye on cannabis crypto, nonfungible emoji tokens, and celebrity SPACs, or special purpose acquisition companies, now that the market has sold off. Basketball’s Shaquille O’Neal is on his second one, and Shaq rhymes with SPAC, which meme-logically speaking, could be a durable competitive advantage.\nInvestment bank UBS likes package delivery but not boxes, it seems. In a roundup this past week of its “highest-conviction picks,” the bank predicted that FedEx(FDX) would rise to $383 a share, which would make for a gain of 27% from recent levels, but that International Paper(IP) would slip to $44, for a decline of 32%.\nFedEx trades at 15 times projected earnings for the coming four quarters, and IP, 13 times. Thomas Wadewitz, the FedEx analyst, likes that there is tight supply and elevated demand for parcel delivery, suggesting that profit margins will rise into next year. In particular, supply-chain mayhem has left factories and retailers with too little inventory, and leaving plenty of need for business-to-business shipments.\nCleve Rueckert, the analyst on IP, estimates that containerboard for boxes is oversupplied to a degree that will drag prices down 5% next year from this year. Input costs, meanwhile, are rising. Containerboard mills that are reopening or under construction could add 7% to supply. Following the pandemic e-commerce spree, demand for containerboard will rise only 1% to 1.5% a year through 2024, Rueckert reckons.\nIP relies on containerboard for 80% of Ebitda. China is halting imports of America’s old boxes, which could depress prices for recycled packaging that competes with containerboard.\nWhether recycled memes can outperform repurposed boxes remains to be seen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134728554,"gmtCreate":1622261374878,"gmtModify":1704182449641,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"Wonder how china will do","listText":"Wonder how china will do","text":"Wonder how china will do","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/134728554","repostId":"2138029491","repostType":4,"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134099261,"gmtCreate":1622190257053,"gmtModify":1704181165273,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"Interesting move","listText":"Interesting move","text":"Interesting move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/134099261","repostId":"1129933835","repostType":4,"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136532438,"gmtCreate":1622027049924,"gmtModify":1704178072618,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"Impressive. Like","listText":"Impressive. Like","text":"Impressive. Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136532438","repostId":"1118747806","repostType":4,"repost":{"id":"1118747806","kind":"news","pubTimestamp":1622023056,"share":"https://ttm.financial/m/news/1118747806?lang=&edition=fundamental","pubTime":"2021-05-26 17:57","market":"us","language":"en","title":"Nvidia Reports Earnings Wednesday. Here’s What Might Move the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1118747806","media":"Barrons","summary":"Chip maker Nvidia built an impressive business selling data-center chips that changed the trajectory","content":"<p>Chip maker Nvidia built an impressive business selling data-center chips that changed the trajectory for the company and the stock. But when Nvidia issues its fiscal-first-quarter Wednesday after the closing bell, its videogame chips will once again be in focus.</p>\n<p>The consensus is that Nvidia (ticker: NVDA) doubled its videogame revenue to $2.73 billion for the quarter ended May 2, with expected overall adjusted earnings of $3.31 a share on revenue of $5.41 billion. Revenue estimates edged upward after finance chief Colette&nbsp;Kress&nbsp;said at Nvidia’s April graphics conference&nbsp;that the business was on track to report revenue above its prior forecast of $5.3 billion. Kress didn’t specify how much, and said the strength was “broad-based.”</p>\n<p>What complicates matters for investors—and makes videogame revenue more interesting—are Kress’s comments about cryptocurrency-mining sales. Years ago, miners discovered that graphics processing units, or GPUs, could be effective at mining currencies such as Bitcoin and ethereum. With Nvidia’s latest RTX 30 series, launched last year,miners seemed to have hit the jackpot.</p>\n<p>Crypto miners furiously bought the RTX 30 series chips in batches far greater than the one to two graphics boards needed to power a high-performance videogame computer.Nvidia apologized&nbsp;for the rocky launch, and has since wrestled with how to get enough videogame cards to players. Earlier this year, Nvidia launched a specific cryptocurrency-mining specific version of its GPU, and it has said on two occasions it plans to throttle the videogame graphics cards ability to mine cryptocurrency.</p>\n<p>Nvidia counts its cryptocurrency GPU revenue in its videogame segment, and Kress told investors in April the company had tripled its crypto-specific chip sales estimate to $150 million from its prior&nbsp;forecast of $50 million. The overall impact is likely much larger, and when combined with videogame GPUs actually used for mining, BMO Capital Markets analyst Ambrish Srivastava estimates it is $650 million, or over 20% of videogame revenue.</p>\n<p>With the hoopla about cryptocurrencies in the background for Nvidia’s earnings, it might be easy to overlook the company’s sales of graphics chips that will actually be used to power gamers’ machines. But those are equally important, and demand among gamers could act as a hedge for volatility in crypto.</p>\n<p>According to an estimate by Evercore ISI analyst C.J. Muse, only 15% of players around the world have some form of real-time ray-tracing technology in their chips. Real-time ray tracing is a technology pioneered by Nvidia that makes graphics look more realistic and received a big upgrade with its recent RTX 30 series.</p>\n<p>With relatively few gamers owning cards with the latest graphics technology, it’s likely there is a significant amount of potential growth in the future from pent-up demand, especially since gamers have had so much trouble buying the latest graphics chips. Investors should listen for executive updates around the tight supply chain, and when it is expected to ease.</p>\n<p>Beyond videogames, Nvidia investors will, as usual, want to keep a close eye on the company’s data-center segment. In recent years, that segment’s sales have arguably been the most important driver of the company’s stock price after it became clear that Nvidia GPUs could be put to work crunching artificial intelligence and machine-learning tasks. The consensus is for data-center revenue to grow about 75% to $2.01 billion compared with a year ago.</p>\n<p>Investors value Nvidia at a rich 46 times forward earnings, the third-most expensive stock in the&nbsp;PHLX Semiconductor index,or Sox. But in the past year, Nvidia stock has roughly kept pace with the Sox, rising 73%, as the index advanced the same amount.Nvidia said last week&nbsp;it planned to split stock 4-for-1 in July.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Reports Earnings Wednesday. Here’s What Might Move the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Reports Earnings Wednesday. Here’s What Might Move the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 17:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nvidia-earnings-videogame-numbers-hold-the-key-to-the-stock-51621895795?mod=hp_LEAD_4><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chip maker Nvidia built an impressive business selling data-center chips that changed the trajectory for the company and the stock. But when Nvidia issues its fiscal-first-quarter Wednesday after the ...</p>\n\n<a href=\"https://www.barrons.com/articles/nvidia-earnings-videogame-numbers-hold-the-key-to-the-stock-51621895795?mod=hp_LEAD_4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/nvidia-earnings-videogame-numbers-hold-the-key-to-the-stock-51621895795?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118747806","content_text":"Chip maker Nvidia built an impressive business selling data-center chips that changed the trajectory for the company and the stock. But when Nvidia issues its fiscal-first-quarter Wednesday after the closing bell, its videogame chips will once again be in focus.\nThe consensus is that Nvidia (ticker: NVDA) doubled its videogame revenue to $2.73 billion for the quarter ended May 2, with expected overall adjusted earnings of $3.31 a share on revenue of $5.41 billion. Revenue estimates edged upward after finance chief Colette Kress said at Nvidia’s April graphics conference that the business was on track to report revenue above its prior forecast of $5.3 billion. Kress didn’t specify how much, and said the strength was “broad-based.”\nWhat complicates matters for investors—and makes videogame revenue more interesting—are Kress’s comments about cryptocurrency-mining sales. Years ago, miners discovered that graphics processing units, or GPUs, could be effective at mining currencies such as Bitcoin and ethereum. With Nvidia’s latest RTX 30 series, launched last year,miners seemed to have hit the jackpot.\nCrypto miners furiously bought the RTX 30 series chips in batches far greater than the one to two graphics boards needed to power a high-performance videogame computer.Nvidia apologized for the rocky launch, and has since wrestled with how to get enough videogame cards to players. Earlier this year, Nvidia launched a specific cryptocurrency-mining specific version of its GPU, and it has said on two occasions it plans to throttle the videogame graphics cards ability to mine cryptocurrency.\nNvidia counts its cryptocurrency GPU revenue in its videogame segment, and Kress told investors in April the company had tripled its crypto-specific chip sales estimate to $150 million from its prior forecast of $50 million. The overall impact is likely much larger, and when combined with videogame GPUs actually used for mining, BMO Capital Markets analyst Ambrish Srivastava estimates it is $650 million, or over 20% of videogame revenue.\nWith the hoopla about cryptocurrencies in the background for Nvidia’s earnings, it might be easy to overlook the company’s sales of graphics chips that will actually be used to power gamers’ machines. But those are equally important, and demand among gamers could act as a hedge for volatility in crypto.\nAccording to an estimate by Evercore ISI analyst C.J. Muse, only 15% of players around the world have some form of real-time ray-tracing technology in their chips. Real-time ray tracing is a technology pioneered by Nvidia that makes graphics look more realistic and received a big upgrade with its recent RTX 30 series.\nWith relatively few gamers owning cards with the latest graphics technology, it’s likely there is a significant amount of potential growth in the future from pent-up demand, especially since gamers have had so much trouble buying the latest graphics chips. Investors should listen for executive updates around the tight supply chain, and when it is expected to ease.\nBeyond videogames, Nvidia investors will, as usual, want to keep a close eye on the company’s data-center segment. In recent years, that segment’s sales have arguably been the most important driver of the company’s stock price after it became clear that Nvidia GPUs could be put to work crunching artificial intelligence and machine-learning tasks. The consensus is for data-center revenue to grow about 75% to $2.01 billion compared with a year ago.\nInvestors value Nvidia at a rich 46 times forward earnings, the third-most expensive stock in the PHLX Semiconductor index,or Sox. But in the past year, Nvidia stock has roughly kept pace with the Sox, rising 73%, as the index advanced the same amount.Nvidia said last week it planned to split stock 4-for-1 in July.","news_type":1},"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138863931,"gmtCreate":1621927400623,"gmtModify":1704364571279,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"I think it may work though","listText":"I think it may work though","text":"I think it may work though","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138863931","repostId":"1110970098","repostType":4,"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":180088775,"gmtCreate":1623164415397,"gmtModify":1704197521362,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"It's a matter of time","listText":"It's a matter of time","text":"It's a matter of time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/180088775","repostId":"1180364832","repostType":4,"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150832446,"gmtCreate":1624892217585,"gmtModify":1703847320464,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"Is Li good?","listText":"Is Li good?","text":"Is Li good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/150832446","repostId":"1161791117","repostType":4,"repost":{"id":"1161791117","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":1624888175,"share":"https://ttm.financial/m/news/1161791117?lang=&edition=fundamental","pubTime":"2021-06-28 21:49","market":"us","language":"en","title":"EV Stocks surged in Monday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1161791117","media":"Tiger Newspress","summary":"EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.","content":"<p>EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/9c0daf58150762032dd73960878904cd\" tg-width=\"375\" tg-height=\"361\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks surged in Monday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks surged in Monday 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\">2021-06-28 21:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/9c0daf58150762032dd73960878904cd\" tg-width=\"375\" tg-height=\"361\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161791117","content_text":"EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115651472,"gmtCreate":1622989645696,"gmtModify":1704194124537,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"Seems risky","listText":"Seems risky","text":"Seems risky","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/115651472","repostId":"1128534499","repostType":4,"repost":{"id":"1128534499","kind":"news","pubTimestamp":1622944841,"share":"https://ttm.financial/m/news/1128534499?lang=&edition=fundamental","pubTime":"2021-06-06 10:00","market":"us","language":"en","title":"AMC and Other Meme Stocks Boom Again. What Will Erupt Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=1128534499","media":"Barrons","summary":"Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its seco","content":"<p>Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its second madcap run-up in less than six months. As a rotary native in a digital world, I can’t hope to keep up with the young, idle, and fiscally stimulated capitalists monetizing their ability to quickly spot chat-room microtrends in off-the-radar assets. But if the Reddit and Robinhood set has started recycling old jokes, well, that’s something I know a thing or two about.</p>\n<p>All I have to do now is screen the universe of past meme gainers for ones that now look like bargains. Granted, that can be challenging in asset classes that lack cash flows and defy traditional valuation.</p>\n<p>I’ve done some early theoretical work on a Capital ASS Coin Pricing Model, named of course for&nbsp;Australian Safe Shepherd, the cryptocurrency launched in April, whose canine theme is a nod to Dogecoin, which is itself a parody of Bitcoin, and whose cheeky acronym makes it endlessly memeable.</p>\n<p>Come to think of it, if past meme trades are coming around again, maybe that’s an idea for investors seeking terrible ideas at discounted prices. ASS recently changed hands at a hundred-millionth of a cent, down from over six hundred-millionths of a cent last month. Bottom-fishing, indeed—and inflation hawks will appreciate that future supply is capped by design at 200 sextillion coins.</p>\n<p>Meme-trade sequels can be just as action-packed as the originals, as AMC (ticker: AMC) has proved. The theater chain started this year at $2 a share, and hit $20 during the&nbsp;GameStop(GME) frenzy in late January. Then, it cooled to single digits late last month, before exploding to over $70 at one point this past week. The rise this time, like last, was linked to punch-line posting on Reddit, elevated short interest ripe for squeezing, and high volume in call options.</p>\n<p>AMC has used the run-up to issue obscene amounts of new stock. There are 513 million or so shares out now, up from 104 million a year ago. The company has multiplied about 20 times in value during a pandemic that shuttered its theaters, ballooned its debt, and accelerated Hollywood’s shift toward making movies for streaming rather than big screens.</p>\n<p>True, the proceeds from those stock sales convert trading hype into real-world assets. But if that’s a sustainable investment thesis, it’s time to start bulk-buying and guzzling Schlitz to profit from the five-cent bottle deposits.</p>\n<p>To be clear, the movie theater business, while deeply challenged, is recovering by the day.<i>A Quiet Place Part II</i>took in nearly $60 million over Memorial Day weekend—a success, with or without the pandemic.</p>\n<p>Chad Beynon of Macquarie Research, sees “great value” in two theater names,Cinemark Holdings(CNK) and&nbsp;IMAX(IMAX), but not in AMC. He points out that before the pandemic, in 2019, AMC and Cinemark produced similar earnings before interest, taxes, depreciation, and amortization, or Ebitda, but that AMC recently had 10 times Cinemark’s market value.</p>\n<p>BlackBerry&nbsp;(BB) also had its second blastoff of the year this past week. It, like AMC, fits the theme of traders showing improbable levels of enthusiasm for left-behind stocks the establishment has bet against. But what’s the next forgotten meme trade that fun-seekers will clown-car into?</p>\n<p>Please don’t say Bitcoin. It’s down from a high of $63,000 in April to a recent $37,000, but Tesla chief and crypto thought leader Elon Musk this past week tweeted a pair of relationship breakup memes that made veiled reference to Bitcoin. According to my discounted hashtag flow analysis, that’s the equivalent of a double downgrade on Wall Street.</p>\n<p>Wrong-name stocks have potential, but the blue chip of the group,Zoom Technologies(ZTNO), was asked by regulators to change its ticker from ZOOM after jumping one too many times in sympathy with&nbsp;Zoom Video Communications(ZM).AMC Networks(AMCX), the television concern that’s unrelated to the theater business, is another classic, but it’s too late—it jumped 13% on Friday.</p>\n<p>For now, I have my eye on cannabis crypto, nonfungible emoji tokens, and celebrity SPACs, or special purpose acquisition companies, now that the market has sold off. Basketball’s Shaquille O’Neal is on his second one, and Shaq rhymes with SPAC, which meme-logically speaking, could be a durable competitive advantage.</p>\n<p>Investment bank UBS likes package delivery but not boxes, it seems. In a roundup this past week of its “highest-conviction picks,” the bank predicted that&nbsp;FedEx(FDX) would rise to $383 a share, which would make for a gain of 27% from recent levels, but that&nbsp;International Paper(IP) would slip to $44, for a decline of 32%.</p>\n<p>FedEx trades at 15 times projected earnings for the coming four quarters, and IP, 13 times. Thomas Wadewitz, the FedEx analyst, likes that there is tight supply and elevated demand for parcel delivery, suggesting that profit margins will rise into next year. In particular, supply-chain mayhem has left factories and retailers with too little inventory, and leaving plenty of need for business-to-business shipments.</p>\n<p>Cleve Rueckert, the analyst on IP, estimates that containerboard for boxes is oversupplied to a degree that will drag prices down 5% next year from this year. Input costs, meanwhile, are rising. Containerboard mills that are reopening or under construction could add 7% to supply. Following the pandemic e-commerce spree, demand for containerboard will rise only 1% to 1.5% a year through 2024, Rueckert reckons.</p>\n<p>IP relies on containerboard for 80% of Ebitda. China is halting imports of America’s old boxes, which could depress prices for recycled packaging that competes with containerboard.</p>\n<p>Whether recycled memes can outperform repurposed boxes remains to be seen.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC and Other Meme Stocks Boom Again. What Will Erupt Next?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC and Other Meme Stocks Boom Again. What Will Erupt Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-06 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amc-and-other-meme-stocks-boom-again-what-will-erupt-next-51622855430?mod=hp_LEAD_3_B_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its second madcap run-up in less than six months. As a rotary native in a digital world, I can’t hope to ...</p>\n\n<a href=\"https://www.barrons.com/articles/amc-and-other-meme-stocks-boom-again-what-will-erupt-next-51622855430?mod=hp_LEAD_3_B_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓","GME":"游戏驿站","AMC":"AMC院线"},"source_url":"https://www.barrons.com/articles/amc-and-other-meme-stocks-boom-again-what-will-erupt-next-51622855430?mod=hp_LEAD_3_B_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128534499","content_text":"Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its second madcap run-up in less than six months. As a rotary native in a digital world, I can’t hope to keep up with the young, idle, and fiscally stimulated capitalists monetizing their ability to quickly spot chat-room microtrends in off-the-radar assets. But if the Reddit and Robinhood set has started recycling old jokes, well, that’s something I know a thing or two about.\nAll I have to do now is screen the universe of past meme gainers for ones that now look like bargains. Granted, that can be challenging in asset classes that lack cash flows and defy traditional valuation.\nI’ve done some early theoretical work on a Capital ASS Coin Pricing Model, named of course for Australian Safe Shepherd, the cryptocurrency launched in April, whose canine theme is a nod to Dogecoin, which is itself a parody of Bitcoin, and whose cheeky acronym makes it endlessly memeable.\nCome to think of it, if past meme trades are coming around again, maybe that’s an idea for investors seeking terrible ideas at discounted prices. ASS recently changed hands at a hundred-millionth of a cent, down from over six hundred-millionths of a cent last month. Bottom-fishing, indeed—and inflation hawks will appreciate that future supply is capped by design at 200 sextillion coins.\nMeme-trade sequels can be just as action-packed as the originals, as AMC (ticker: AMC) has proved. The theater chain started this year at $2 a share, and hit $20 during the GameStop(GME) frenzy in late January. Then, it cooled to single digits late last month, before exploding to over $70 at one point this past week. The rise this time, like last, was linked to punch-line posting on Reddit, elevated short interest ripe for squeezing, and high volume in call options.\nAMC has used the run-up to issue obscene amounts of new stock. There are 513 million or so shares out now, up from 104 million a year ago. The company has multiplied about 20 times in value during a pandemic that shuttered its theaters, ballooned its debt, and accelerated Hollywood’s shift toward making movies for streaming rather than big screens.\nTrue, the proceeds from those stock sales convert trading hype into real-world assets. But if that’s a sustainable investment thesis, it’s time to start bulk-buying and guzzling Schlitz to profit from the five-cent bottle deposits.\nTo be clear, the movie theater business, while deeply challenged, is recovering by the day.A Quiet Place Part IItook in nearly $60 million over Memorial Day weekend—a success, with or without the pandemic.\nChad Beynon of Macquarie Research, sees “great value” in two theater names,Cinemark Holdings(CNK) and IMAX(IMAX), but not in AMC. He points out that before the pandemic, in 2019, AMC and Cinemark produced similar earnings before interest, taxes, depreciation, and amortization, or Ebitda, but that AMC recently had 10 times Cinemark’s market value.\nBlackBerry (BB) also had its second blastoff of the year this past week. It, like AMC, fits the theme of traders showing improbable levels of enthusiasm for left-behind stocks the establishment has bet against. But what’s the next forgotten meme trade that fun-seekers will clown-car into?\nPlease don’t say Bitcoin. It’s down from a high of $63,000 in April to a recent $37,000, but Tesla chief and crypto thought leader Elon Musk this past week tweeted a pair of relationship breakup memes that made veiled reference to Bitcoin. According to my discounted hashtag flow analysis, that’s the equivalent of a double downgrade on Wall Street.\nWrong-name stocks have potential, but the blue chip of the group,Zoom Technologies(ZTNO), was asked by regulators to change its ticker from ZOOM after jumping one too many times in sympathy with Zoom Video Communications(ZM).AMC Networks(AMCX), the television concern that’s unrelated to the theater business, is another classic, but it’s too late—it jumped 13% on Friday.\nFor now, I have my eye on cannabis crypto, nonfungible emoji tokens, and celebrity SPACs, or special purpose acquisition companies, now that the market has sold off. Basketball’s Shaquille O’Neal is on his second one, and Shaq rhymes with SPAC, which meme-logically speaking, could be a durable competitive advantage.\nInvestment bank UBS likes package delivery but not boxes, it seems. In a roundup this past week of its “highest-conviction picks,” the bank predicted that FedEx(FDX) would rise to $383 a share, which would make for a gain of 27% from recent levels, but that International Paper(IP) would slip to $44, for a decline of 32%.\nFedEx trades at 15 times projected earnings for the coming four quarters, and IP, 13 times. Thomas Wadewitz, the FedEx analyst, likes that there is tight supply and elevated demand for parcel delivery, suggesting that profit margins will rise into next year. In particular, supply-chain mayhem has left factories and retailers with too little inventory, and leaving plenty of need for business-to-business shipments.\nCleve Rueckert, the analyst on IP, estimates that containerboard for boxes is oversupplied to a degree that will drag prices down 5% next year from this year. Input costs, meanwhile, are rising. Containerboard mills that are reopening or under construction could add 7% to supply. Following the pandemic e-commerce spree, demand for containerboard will rise only 1% to 1.5% a year through 2024, Rueckert reckons.\nIP relies on containerboard for 80% of Ebitda. China is halting imports of America’s old boxes, which could depress prices for recycled packaging that competes with containerboard.\nWhether recycled memes can outperform repurposed boxes remains to be seen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115652598,"gmtCreate":1622989967914,"gmtModify":1704194128609,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/115652598","repostId":"1156802172","repostType":4,"repost":{"id":"1156802172","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1622950106,"share":"https://ttm.financial/m/news/1156802172?lang=&edition=fundamental","pubTime":"2021-06-06 11:28","market":"us","language":"en","title":"Nio Begins Prepping For Nio Day 2021: What We Know So Far","url":"https://stock-news.laohu8.com/highlight/detail?id=1156802172","media":"Benzinga","summary":"The catalyst that drove NIO Inc. shares to an all-time high of $66.99 earlier this year was Nio Day ","content":"<p>The catalyst that drove&nbsp;<b>NIO Inc.</b>&nbsp;shares to an all-time high of $66.99 earlier this year was Nio Day 2020&nbsp;on Jan. 9. The stock has pulled back since then and is currently trading roughly 40% off the highs.</p>\n<p>Against this backdrop, it has emerged that&nbsp;the company has started laying the groundwork for the next Nio Day.</p>\n<p><b>What Happened:</b>Nio posted on its Nio App that cities can now start bidding for hosting Nio Day 2021, a Nio spokesperson confirmed to Benzinga.</p>\n<p>The bidding process as&nbsp;explained&nbsp;by CnEVPost is as follows:</p>\n<p>The applications on behalf of the host city should be submitted by local Nio Clubs, and if a city has more than one Nio Club, a joint bid can be made.</p>\n<p>Nio mandates&nbsp;a potential&nbsp;host city should not have hosted Nio Day in the past eight years.</p>\n<p>The city should have an indoor venue with a seating capacity of more than&nbsp;8,000 and&nbsp;available for hosting 10&nbsp;consecutive days sometime between Dec. 1, 2021&nbsp;and Jan. 15, 2022.</p>\n<p>The company has provided a time window of June 4 through June 8 for submitting an intent to apply. After conducting preliminary surveys in shortlisted cities from June 9 to June 15, Nio will start receiving applications.</p>\n<p>Following the evaluation of applications, the company will shortlist three cities on July 3 and present the list on the Nio App, allowing Nio users to vote July 23 and 24. The final winner will be decided based on the votes.</p>\n<p><b>Why It's Important:</b>Nio Day is an annual event for Nio users and other guests.&nbsp;The company has been hosting the event since 2017&nbsp;when the first Nio Day was in Beijing, where its first mass-produced model, the ES8, debuted.</p>\n<p>Nio Day 2020&nbsp;was held in Chengdu on Jan. 9, 2021. The annual event meant for 2020 was pushed to early 2021 due to the COVID-19 pandemic. The company unveiled its first-ever sedan, named ET7, at the event. It also made product and service-related announcements.</p>\n<p>Several rumors have surfaced regarding a mass-market model from Nio under a different brand name. The company could shed some light on this at Nio Day 2021 event.</p>\n<p>With the ET7 scheduled to be made available commercially in the first quarter of 2022, the company could share more details on the sedan and its launch plans.</p>\n<p>Nio users may also look ahead to more details on the company's recent&nbsp;expansion into Norway.</p>\n<p>At last check Friday at publication, Nio shares were rallying 2.54% to $41.94.</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>Nio Begins Prepping For Nio Day 2021: What We Know So Far</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\">\nNio Begins Prepping For Nio Day 2021: What We Know So Far\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-06-06 11:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The catalyst that drove&nbsp;<b>NIO Inc.</b>&nbsp;shares to an all-time high of $66.99 earlier this year was Nio Day 2020&nbsp;on Jan. 9. The stock has pulled back since then and is currently trading roughly 40% off the highs.</p>\n<p>Against this backdrop, it has emerged that&nbsp;the company has started laying the groundwork for the next Nio Day.</p>\n<p><b>What Happened:</b>Nio posted on its Nio App that cities can now start bidding for hosting Nio Day 2021, a Nio spokesperson confirmed to Benzinga.</p>\n<p>The bidding process as&nbsp;explained&nbsp;by CnEVPost is as follows:</p>\n<p>The applications on behalf of the host city should be submitted by local Nio Clubs, and if a city has more than one Nio Club, a joint bid can be made.</p>\n<p>Nio mandates&nbsp;a potential&nbsp;host city should not have hosted Nio Day in the past eight years.</p>\n<p>The city should have an indoor venue with a seating capacity of more than&nbsp;8,000 and&nbsp;available for hosting 10&nbsp;consecutive days sometime between Dec. 1, 2021&nbsp;and Jan. 15, 2022.</p>\n<p>The company has provided a time window of June 4 through June 8 for submitting an intent to apply. After conducting preliminary surveys in shortlisted cities from June 9 to June 15, Nio will start receiving applications.</p>\n<p>Following the evaluation of applications, the company will shortlist three cities on July 3 and present the list on the Nio App, allowing Nio users to vote July 23 and 24. The final winner will be decided based on the votes.</p>\n<p><b>Why It's Important:</b>Nio Day is an annual event for Nio users and other guests.&nbsp;The company has been hosting the event since 2017&nbsp;when the first Nio Day was in Beijing, where its first mass-produced model, the ES8, debuted.</p>\n<p>Nio Day 2020&nbsp;was held in Chengdu on Jan. 9, 2021. The annual event meant for 2020 was pushed to early 2021 due to the COVID-19 pandemic. The company unveiled its first-ever sedan, named ET7, at the event. It also made product and service-related announcements.</p>\n<p>Several rumors have surfaced regarding a mass-market model from Nio under a different brand name. The company could shed some light on this at Nio Day 2021 event.</p>\n<p>With the ET7 scheduled to be made available commercially in the first quarter of 2022, the company could share more details on the sedan and its launch plans.</p>\n<p>Nio users may also look ahead to more details on the company's recent&nbsp;expansion into Norway.</p>\n<p>At last check Friday at publication, Nio shares were rallying 2.54% to $41.94.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156802172","content_text":"The catalyst that drove NIO Inc. shares to an all-time high of $66.99 earlier this year was Nio Day 2020 on Jan. 9. The stock has pulled back since then and is currently trading roughly 40% off the highs.\nAgainst this backdrop, it has emerged that the company has started laying the groundwork for the next Nio Day.\nWhat Happened:Nio posted on its Nio App that cities can now start bidding for hosting Nio Day 2021, a Nio spokesperson confirmed to Benzinga.\nThe bidding process as explained by CnEVPost is as follows:\nThe applications on behalf of the host city should be submitted by local Nio Clubs, and if a city has more than one Nio Club, a joint bid can be made.\nNio mandates a potential host city should not have hosted Nio Day in the past eight years.\nThe city should have an indoor venue with a seating capacity of more than 8,000 and available for hosting 10 consecutive days sometime between Dec. 1, 2021 and Jan. 15, 2022.\nThe company has provided a time window of June 4 through June 8 for submitting an intent to apply. After conducting preliminary surveys in shortlisted cities from June 9 to June 15, Nio will start receiving applications.\nFollowing the evaluation of applications, the company will shortlist three cities on July 3 and present the list on the Nio App, allowing Nio users to vote July 23 and 24. The final winner will be decided based on the votes.\nWhy It's Important:Nio Day is an annual event for Nio users and other guests. The company has been hosting the event since 2017 when the first Nio Day was in Beijing, where its first mass-produced model, the ES8, debuted.\nNio Day 2020 was held in Chengdu on Jan. 9, 2021. The annual event meant for 2020 was pushed to early 2021 due to the COVID-19 pandemic. The company unveiled its first-ever sedan, named ET7, at the event. It also made product and service-related announcements.\nSeveral rumors have surfaced regarding a mass-market model from Nio under a different brand name. The company could shed some light on this at Nio Day 2021 event.\nWith the ET7 scheduled to be made available commercially in the first quarter of 2022, the company could share more details on the sedan and its launch plans.\nNio users may also look ahead to more details on the company's recent expansion into Norway.\nAt last check Friday at publication, Nio shares were rallying 2.54% to $41.94.","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134728554,"gmtCreate":1622261374878,"gmtModify":1704182449641,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"Wonder how china will do","listText":"Wonder how china will do","text":"Wonder how china will do","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/134728554","repostId":"2138029491","repostType":4,"repost":{"id":"2138029491","kind":"news","pubTimestamp":1622212520,"share":"https://ttm.financial/m/news/2138029491?lang=&edition=fundamental","pubTime":"2021-05-28 22:35","market":"us","language":"en","title":"Nissan to set up EV battery plants in Japan, Britain - Nikkei","url":"https://stock-news.laohu8.com/highlight/detail?id=2138029491","media":"CNA","summary":"Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion yen (US$1.82 billion), Nikkei reported https://s.nikkei.com/34qpSwG on Friday.","content":"<p>REUTERS -Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion yen (US$1.82 billion), Nikkei reported https://s.nikkei.com/34qpSwG on Friday.</p><p>The Japanese automaker will start turning out batteries in two new plants as early as 2024, aiming for total capacity sufficient to power 700,000 EVs per year, the report said.</p><p>\"Nissan will continue to accelerate electrification toward carbon neutrality, however we have no further plans to announce at this time,\" Nissan spokeswoman said.</p><p>Batteries are <a href=\"https://laohu8.com/S/AONE\">one</a> of the costliest components of EVs as raw materials account for the largest part of the cost.</p><p>To save costs, the Japanese automaker's alliance partner Renault Chief Executive Luca de Meo said this month the two companies are in talks to collaborate more by using the same battery technology, and Gupta said they have agreed on the common specifications of batteries.</p>","source":"can_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nissan to set up EV battery plants in Japan, Britain - Nikkei</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\">\nNissan to set up EV battery plants in Japan, Britain - Nikkei\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 22:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/news/business/nissan-to-set-up-ev-battery-plants-in-japan--britain---nikkei-14904648><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>REUTERS -Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion ...</p>\n\n<a href=\"https://www.channelnewsasia.com/news/business/nissan-to-set-up-ev-battery-plants-in-japan--britain---nikkei-14904648\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NSANY":"日产汽车"},"source_url":"https://www.channelnewsasia.com/news/business/nissan-to-set-up-ev-battery-plants-in-japan--britain---nikkei-14904648","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138029491","content_text":"REUTERS -Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion yen (US$1.82 billion), Nikkei reported https://s.nikkei.com/34qpSwG on Friday.The Japanese automaker will start turning out batteries in two new plants as early as 2024, aiming for total capacity sufficient to power 700,000 EVs per year, the report said.\"Nissan will continue to accelerate electrification toward carbon neutrality, however we have no further plans to announce at this time,\" Nissan spokeswoman said.Batteries are one of the costliest components of EVs as raw materials account for the largest part of the cost.To save costs, the Japanese automaker's alliance partner Renault Chief Executive Luca de Meo said this month the two companies are in talks to collaborate more by using the same battery technology, and Gupta said they have agreed on the common specifications of batteries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136532438,"gmtCreate":1622027049924,"gmtModify":1704178072618,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"Impressive. Like","listText":"Impressive. Like","text":"Impressive. Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136532438","repostId":"1118747806","repostType":4,"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186586276,"gmtCreate":1623510902895,"gmtModify":1704205330702,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186586276","repostId":"2142020213","repostType":4,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134099261,"gmtCreate":1622190257053,"gmtModify":1704181165273,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"Interesting move","listText":"Interesting move","text":"Interesting move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/134099261","repostId":"1129933835","repostType":4,"repost":{"id":"1129933835","kind":"news","pubTimestamp":1622186422,"share":"https://ttm.financial/m/news/1129933835?lang=&edition=fundamental","pubTime":"2021-05-28 15:20","market":"us","language":"en","title":"Apple's First Data Center In China To Store Local Data Begins Operations Amid Controversy","url":"https://stock-news.laohu8.com/highlight/detail?id=1129933835","media":"benzinga","summary":"Apple Inc’s data center, operated by a local firm, has begun operations in the southwestern province","content":"<p><b>Apple Inc’s</b>&nbsp;data center, operated by a local firm, has begun operations in the southwestern province of Guizhou, China,reportedAppleInsider Thursday.</p><p><b>What Happened:</b>The data center will store consumer data of Apple’s Chinese customers, which according to local regulations must be stored domestically.</p><p>Guizhou-Cloud Big Data will operate the data center of the California-based tech giant and the former will reportedly own Apple iCloud data in the East Asian country.</p><p>The data center will “improve Chinese users' experience in terms of access speed and service reliability\" state-owned media reported, as per Appleinsider.</p><p><b>Why It Matters:</b>A second data center is also planned by the iPhone maker in the country's Inner Mongolia Autonomous Region.</p><p>Regulations in the United States bar Apple from giving Chinese authorities the consumer data, but since GCBD is the legal owner, the Chinese officials&nbsp;can direct their demands at the latter.</p><p>Last week, Telegram founder Pavel Durovcame down heavilyon Apple for bowing to the Chinese government and shared anarticlefrom the New York Times which criticized Apple’s data center efforts in China.</p><p>The article noted that Apple had largely ceded control over data to the Chinese government.</p><p><b>Price Action:</b>On Thursday, Apple shares closed nearly 1.2% lower at $125.28 in the regular session and rose 0.61% in the after-hours session.</p>","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>Apple's First Data Center In China To Store Local Data Begins Operations Amid Controversy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's First Data Center In China To Store Local Data Begins Operations Amid Controversy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 15:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/05/21333664/apples-first-data-center-in-china-to-store-local-data-begins-operations-amid-controversy><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc’s data center, operated by a local firm, has begun operations in the southwestern province of Guizhou, China,reportedAppleInsider Thursday.What Happened:The data center will store consumer ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/05/21333664/apples-first-data-center-in-china-to-store-local-data-begins-operations-amid-controversy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.benzinga.com/news/21/05/21333664/apples-first-data-center-in-china-to-store-local-data-begins-operations-amid-controversy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129933835","content_text":"Apple Inc’s data center, operated by a local firm, has begun operations in the southwestern province of Guizhou, China,reportedAppleInsider Thursday.What Happened:The data center will store consumer data of Apple’s Chinese customers, which according to local regulations must be stored domestically.Guizhou-Cloud Big Data will operate the data center of the California-based tech giant and the former will reportedly own Apple iCloud data in the East Asian country.The data center will “improve Chinese users' experience in terms of access speed and service reliability\" state-owned media reported, as per Appleinsider.Why It Matters:A second data center is also planned by the iPhone maker in the country's Inner Mongolia Autonomous Region.Regulations in the United States bar Apple from giving Chinese authorities the consumer data, but since GCBD is the legal owner, the Chinese officials can direct their demands at the latter.Last week, Telegram founder Pavel Durovcame down heavilyon Apple for bowing to the Chinese government and shared anarticlefrom the New York Times which criticized Apple’s data center efforts in China.The article noted that Apple had largely ceded control over data to the Chinese government.Price Action:On Thursday, Apple shares closed nearly 1.2% lower at $125.28 in the regular session and rose 0.61% in the after-hours session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138863931,"gmtCreate":1621927400623,"gmtModify":1704364571279,"author":{"id":"3583544603126482","authorId":"3583544603126482","name":"Dinesh123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583544603126482","authorIdStr":"3583544603126482"},"themes":[],"htmlText":"I think it may work though","listText":"I think it may work though","text":"I think it may work though","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138863931","repostId":"1110970098","repostType":4,"repost":{"id":"1110970098","kind":"news","pubTimestamp":1621926395,"share":"https://ttm.financial/m/news/1110970098?lang=&edition=fundamental","pubTime":"2021-05-25 15:06","market":"us","language":"en","title":"Dump Nio And Buy Tesla, Says Cramer","url":"https://stock-news.laohu8.com/highlight/detail?id=1110970098","media":"benzinga","summary":"CNBC host Jim Cramer has advised investors to sell their shares in Chinese electric vehicle maker Nio Inc. and buy shares in Tesla Inc. instead.What Happened: On the CNBC “Mad Money\" lightning round,Cramer saidinvestors in Nio should be switching to Tesla, as it is the “single best time” to buy shares in the Elon Musk-led company.“Remember the piece that we did with Larry Williams... a couple weeks ago which said this is the single best time to buy Tesla, right here, right now? That’s what you’r","content":"<p>CNBC host Jim Cramer has advised investors to sell their shares in Chinese electric vehicle maker&nbsp;<b>Nio Inc.</b>&nbsp;and buy shares in&nbsp;<b>Tesla Inc</b>.&nbsp;instead.</p><p><b>What Happened</b>: On the CNBC “Mad Money\" lightning round,Cramer saidinvestors in Nio should be switching to Tesla, as it is the “single best time” to buy shares in the Elon Musk-led company.</p><p>“Remember the piece that we did with Larry Williams... a couple weeks ago which said this is the single best time to buy Tesla, right here, right now? That’s what you’re going to do tomorrow,” Cramer said.</p><p>In January, Cramer had&nbsp;called&nbsp;Nio the “hottest” Chinese stock, especially with the downfall of&nbsp;<b>Alibaba Group Holdings Inc.</b>, and as investors looked for the next Tesla.</p><p><b>Why It Matters:</b>Tesla’s stock hit a 52-week high of $900.40 in late January, but is&nbsp;down 14% year-to-date.</p><p>Of late, Tesla has been facing rough weather in China - its second largest market - due tosafety issuesandmilitary spy noise. Tesla has also halted plans to expand its Gigafactory in Shanghai due to the strained U.S.-China relations, it wasreportedearlier this month.</p><p>Nio, which targets the premium EV segment, relies on service offerings such asbattery-as-a-serviceto make an impact on customers in China.</p><p>Nio plans to commercially launch the ET7, its first-ever EV sedan, in the first quarter of 2022. Earlier this month, Niounveiledits ambitious plan to enter the Norway electric vehicle market for its first overseas foray.</p><p>Nio’s stock touched a 52-week high of $66.99 in January this year, but is down 26.4% for the year-to-date period.</p><p><b>Price Action</b>: Tesla shares closed 4.4% higher in Monday’s trading at $606.44, while Nio shares closed 5.4% higher at $35.89.</p>","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>Dump Nio And Buy Tesla, Says Cramer</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\">\nDump Nio And Buy Tesla, Says Cramer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 15:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/05/21270596/dump-nio-and-buy-tesla-says-cramer><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CNBC host Jim Cramer has advised investors to sell their shares in Chinese electric vehicle maker Nio Inc. and buy shares in Tesla Inc. instead.What Happened: On the CNBC “Mad Money\" lightning round,...</p>\n\n<a href=\"https://www.benzinga.com/news/21/05/21270596/dump-nio-and-buy-tesla-says-cramer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/21/05/21270596/dump-nio-and-buy-tesla-says-cramer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110970098","content_text":"CNBC host Jim Cramer has advised investors to sell their shares in Chinese electric vehicle maker Nio Inc. and buy shares in Tesla Inc. instead.What Happened: On the CNBC “Mad Money\" lightning round,Cramer saidinvestors in Nio should be switching to Tesla, as it is the “single best time” to buy shares in the Elon Musk-led company.“Remember the piece that we did with Larry Williams... a couple weeks ago which said this is the single best time to buy Tesla, right here, right now? That’s what you’re going to do tomorrow,” Cramer said.In January, Cramer had called Nio the “hottest” Chinese stock, especially with the downfall of Alibaba Group Holdings Inc., and as investors looked for the next Tesla.Why It Matters:Tesla’s stock hit a 52-week high of $900.40 in late January, but is down 14% year-to-date.Of late, Tesla has been facing rough weather in China - its second largest market - due tosafety issuesandmilitary spy noise. Tesla has also halted plans to expand its Gigafactory in Shanghai due to the strained U.S.-China relations, it wasreportedearlier this month.Nio, which targets the premium EV segment, relies on service offerings such asbattery-as-a-serviceto make an impact on customers in China.Nio plans to commercially launch the ET7, its first-ever EV sedan, in the first quarter of 2022. Earlier this month, Niounveiledits ambitious plan to enter the Norway electric vehicle market for its first overseas foray.Nio’s stock touched a 52-week high of $66.99 in January this year, but is down 26.4% for the year-to-date period.Price Action: Tesla shares closed 4.4% higher in Monday’s trading at $606.44, while Nio shares closed 5.4% higher at $35.89.","news_type":1},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}